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I see buybacks are back on the timeline. To save ourselves time and debate, I have prepared a simple quiz on when buybacks are rational.
Is the discounted cash flow of the token higher than the discounted cash flow of investing in additional growth?
If DCF of the token is higher, buyback can make sense.
If DCF of the token is lower, it usually makes more sense to invest in more growth.
You’re still financing via emissions and considering a buyback? You shouldn’t even be considering a buyback
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I can’t emphasize how much I want this. I literally wear my nice watch and then my Garmin like an ankle monitor.
mert@mert
someone design this product and I will pay you several thousand problem: men like classic brand watches and smartwatches are ugly as shit solution: strip the circuit from an oura ring or smartwatch, make it thinner, portable and reusable you can now turn any of your rolexes or seikos into a health tracking device without sacrificing looks you do a 1 time sale of the device but obviously make the money on the health app
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lev retweetledi
HIP-3 DEXs are starting to matter
open interest across alternative assets are steadily climbing through consistent share gain
@tradexyz still dominates, but @hyenatrade , @felixprotocol, @ventuals, @kinetiq_xyz markets are quietly adding real OI day by day
total HIP-3 open interest is now ~$430M:
– tradexyz: ~$345M (~80%)
– HyENA: ~$50M (~11.5%)
– Felix Protocol: ~$29M (~6.7%)
– Ventuals: $4M (~1%)
- Kinetiq: ~$3.2M (~0.75%)
this is how RWAs starting to come onchain actually looks like:
not narratives → usage
not launches → liquidity
slow but measurable share starts to form
early, but worth watching.
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We are revising our developer API policies:
We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform.
We have revoked API access from these apps, so your X experience should start improving soon (once the bots realize they’re not getting paid anymore).
If your developer account was terminated, please reach out and we will assist in transitioning your business to Threads and Bluesky.
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lev retweetledi
excited to continue working on social token launches with a bigger team!! 💜🎉🥂
clanker's biggest unlock was brining social context to launchpads, a deeper integration with farcaster is a major upgrade that we're thrilled to bring to all of our users
clank clank!
Farcaster@farcaster_xyz
clank clank
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THE STATE OF MEMECOINS
@pumpdotfun still dominates
full @glxyresearch report linked in replies
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The best team 💟📈
Jon Ma@jonbma
Super proud and grateful for Artemis alum ❤️ Former Artemists are pushing at the frontier of AI and crypto investing and making crypto real. @0xnirmal , our former head of engineering, co-founded @chakra_ai with @alexfung to build decentralized data marketplace and data tools for AI. @jimmy_811 our former COO, is now the COO at @PrimeIntellect to enable decentralized AI @Leahveraged , our spring quant analyst, is now investment analyst at @DCGco , one of the OG crypto investment firms. @0xkyle__ , our summer / fall '24 fundamental analyst , is now at @DeFianceCapital and a leading thinker on crypto fundamental investing. Arj our summer '24 research data analyst , is going to be a summer research analyst at Galaxy @aykae_r our summer '24 research analyst, is now a trading operations analyst at Flowdesk Super grateful for Nirmal, Jimmy, Leah, Arjun, Kyle, Aboudi 🙏 We're actively hiring for Chief of Staff, Senior Product Designer, Senior Frontend Engineer, Technical Customer Success Manager, Research / Data Analysts, Data Scientists, and more. Please reach out if you care deeply about making crypto real and making investing accessible to all. We are growing quickly and building out the metrics that matter for digital assets and stablecoins so anyone can be a world class capital allocator
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QME
reminder: if you want to see where crypto is headed, show up where students are leading
cannot believe the Cornell Blockchain Conference has already come and gone 😭 💔
its the product of so much love & effort from undergrads, master’s students, and alumni all volunteering to make it happen
from the buzziest panel on crypto x AI to a live recording of @_choppingblock, what we pulled off was something special... for everyone, but esp students, by students
+ extra special reppin @base with my boss @natago, who's also a fellow cornellian
and yes, these r indeed lecture halls...🐿️🐿️🐿️
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@zeebradoom Me too but every time I post people unfollow me bc I just clog their feed
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I'm posting so much because I need to hit 2k followers or I'm not a real vc head.
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NEW: COINBASE ANNOUNCES “ELIGIBLE UNSUPPORTED SPL TOKENS MISTAKENLY SENT TO YOUR COINBASE ADDRESS CAN NOW BE RECLAIMED USING OUR SELF-SERVICE RECOVERY TOOL—NO SUPPORT TICKET NEEDED”
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I'm excited to announce that I will be joining @Gemini this summer as a Software Engineering intern!
Big thank you to @internmom, Aris, and @erickuhn19 for their help in this process - can't wait to work with the team this summer.
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Crypto is a big tent, and at our conference this year, we wanted to include 4 of the most interesting -- and authentic -- voices within it.
Cornell Blockchain is pleased to welcome @_choppingblock for a live podcast recording at the U.S. Innovation in Crypto conference at 1pm on April 25th at Cornell Tech. Just as they done before at other leading conferences like Token2049 and Consensus, @hosseeb, @rleshner, @tarunchitra & @tomhschmidtwill be tackling the latest news in markets, giving their industry perspective as early stage investors in crypto.
Now with 50 speakers, this year's conference is shaping up to be the industry convening of April. Early Bird Tickets continue to go fast and can be purchased here: cbc25.eventbrite.com.
See you in 2.5 weeks in NYC!!!
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