Jay Putera

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Jay Putera

Jay Putera

@JayPutera

Co-Founder at @SanctorCapital and @Crypto_Briefing *Disclosure - I may hold positions in the assets discussed.

New York and Miami Katılım Ocak 2008
1.9K Takip Edilen1K Takipçiler
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Lookonchain
Lookonchain@lookonchain·
Pump fun(@Pumpfun) deposited 174,408 $SOL($14.76M) to #Kraken 13 hours ago. And they may have already sold 117,877 $SOL($9.96M). A newly created wallet(35qaEz) withdrew 117,877 $SOL($9.96M) from #Kraken, sold it for 9.96M $USDC at $84.52, and then deposited the 9.96M $USDC back to #Kraken.
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Lookonchain@lookonchain

After a 9-month break, Pump.fun has started selling $SOL again, depositing 82,700 $SOL($7.02M) to #Kraken over the past hour. Previously, from May 19, 2024 to Aug. 12, 2025, Pump.fun sold a total of 4.19M $SOL($757M) at an average price of $181. intel.arkm.com/explorer/entit…

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Jay Putera retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Markets in Taiwan and South Korea are making history: The total market cap of Taiwan's stock market is up to a record $4.5 trillion, surpassing Canada’s $4.4 trillion for the first time. Taiwan’s stock market value has also exceeded that of the UK for the first time 2 weeks ago. This comes as Taiwan’s market cap has surged by +$2.7 trillion or +150% over the last 12 months. At this pace, Taiwan could overtake India and become the 5th largest world market as soon as next month. Meanwhile, South Korea's stock market cap is up to a record $4.1 trillion, having overtaken the UK last week, and on track to surpass Canada this month. Collectively, the two markets have added +$4.6 trillion in market value over the last 12 months, driven by AI-related stocks. AI is transforming Taiwan and South Korea into a global economic power.
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Jay Putera
Jay Putera@JayPutera·
1/ Because why not? Teach ‘em young: spot, perp, and permission slip. 2/ Parents already max extracted, so we scale the funnel. Future exit liquidity must be cultivated. 3/ It’s “education,” they said. What could go wrong? x.com/binance/status…
Binance@binance

Introducing Binance Junior, a parent-controlled app and sub-account for kids and teens. Build family-focused crypto savings and prepare your child for a future empowered by crypto. Try it now 👉 binance.com/binance-junior…

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litquidity
litquidity@litcapital·
Forbes really giving out a bunch of participation trophies this year
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Jay Putera
Jay Putera@JayPutera·
Don’t want to see my New Yorker friends lining up for bread next year. Elections matter! Vote like your future depends on it (because it does).
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Jay Putera
Jay Putera@JayPutera·
1/ @flyingtulip_ in one line: a unified on-chain venue where spot, perps, lending, insurance, and a dollar-target rail (ftUSD) all share one pricing + risk engine. One venue, one margin stack, reusable collateral. 2/ Why that matters: everything keys off executable liquidity (not stale oracles), so margin, funding, and liquidations reflect prices you can actually trade at. Capital works harder across products. 3/ Token sale twist: primary buyers receive a Perpetual PUT, an on-chain redemption right. You can keep it, redeem it back to what you put in, or unlock/sell and forgo the put. Secondary buyers don’t inherit it. 4/ Bull case - Architecture One engine powering many markets = fewer silos, simpler risk, cleaner cross-margin. If the spot spine is deep and fast, the rest of the stack compounds. 5/ Bull case - Product fit Perps that settle to the venue’s own spot + unified margin can feel CEX-like while staying on-chain. If traders believe the pricing, liquidity follows. 6/ Bull case - Collateral efficiency ftUSD as shared settlement glue lets a single deposit back spot, perps, and lending simultaneously. More utility per dollar is a strong pull for pros. 7/ Bull case - Incentive design If protocol revenues loop into buybacks/deflation and LPs are paid per actual usage, value capture aligns with real activity (not promises). 8/ Bear case - Scope risk Shipping spot, perps, lending, insurance, and a settlement unit are a big surface area. Orchestration, audits, and phasing have to be flawless. 9/ Bear case - Liquidity & stress tests Depth-aware pricing, oracle-light settlement, and soft liquidations need to survive volatility. Until they do, it’s theory. 10/ Bear case - DeFi realities Smart-contract bugs, MEV, ops, and regulatory overhang apply. No structure eliminates tail risk. 11/ Heads-up - PUT mechanics Protection applies to primary allocations via the wrapper; once you unlock/trade, that protection is gone. Secondary buyers don’t inherit it. Good to understand, not a “bear,” just how it works. 12/ What I’m watching Top-of-book depth, execution latency, funding/liquidation behavior in fast markets, settlement LP returns vs. risk, and how orderly redemption flows remain. 13/ My stance I’ve known @AndreCronjeTech for 8 years. Whatever you think of past cycles, this feels like his grandbaby, the culmination of lessons. My bet: he’s hell-bent on making this one work. 14/ Bottom line If liquidity + execution land, Flying Tulip can become the on-chain home for serious trading and credit. If not, it’s an elegant science project. I’m leaning bullish, eyes open. (Not investment advice.)
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Jay Putera
Jay Putera@JayPutera·
Not exactly the kind of decoupling we were hoping for, huh? 😅
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Crypto Sum
Crypto Sum@cryptosum_·
NEWS: France votes to tax large Bitcoin and crypto holdings as “unproductive wealth”
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JC
JC@j0hnchen·
Glad that $GLORIA is integrated into and a part of the growing x402 ecosystem. Ready for the agentic future 🚀
Brian Armstrong@brian_armstrong

x402 + @Google just unlocked a new level for AI agents. Agents can actually pay each other now, with x402 powering the stablecoin rail inside Google’s new Agentic Payments Protocol (AP2). Really cool.

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Coinbase Developer Platform🛡️
🏗️ It’s Builder Friday and we’re spotlighting @itsgloria_ai, a next-gen AI news intelligence platform now fully integrated with x402. Any wallet-equipped AI agent can now pay in USDC to access the latest crypto news instantly, with no API key.
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JC
JC@j0hnchen·
🚀 GLORIA AI UPDATE & LIVE DEMO JOIN US TODAY for a livestream @ 4:30PM EST We are kicking off a weekly update of all things $Gloria! This week’s inaugural session will cover: 🛠 What we’ve shipped this week 📊 Beta dashboard live demo 🧠 What’s next in the pipeline Tap in and join us. Fade at your own peril. 🎥 We’ll be sharing a link to join at 4:30pm, so don’t miss out!
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Jay Putera
Jay Putera@JayPutera·
Love how @virtuals_io keeps rolling out incentives to reward token holders. Many Virtual Genesis projects are bootstrapped with tight budgets, so heavy sell pressure can fracture their communities. Incentivizing HODL‑ers helps projects stay focused on delivering their roadmaps x.com/virtuals_io/st…
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