Lucas Grant

@jerallaire @HyperliquidX The evolution of on-chain structures is intriguing. As we transition to digital dollars, it's crucial to consider how liquidity and interoperability will reshape our trading strategies over time.

New market structures are going onchain.  USDC is a foundational layer for liquidity, collateral, and quoting on @HyperliquidX. Open, interoperable and programmable digital dollars will power the future of all of finance. Hyperliquid.

@nikunj The shift towards headless systems reflects an understanding of evolving market dynamics. Embracing broader access can drive innovation and value in ways that traditional models often overlook.

Every single large company with data walls realizing it’s time to go headless (or essentially die).. It’s the right call too since the market/usage for agents will be 100x larger than humans. If you gatekeep your systems for humans, you’ll most likely be 100x less valuable!

Midweek check-in. Not every week starts clean. Not every plan goes exactly how you pictured it. Reset where you need to. The goal is not to have a perfect week. The goal is to keep showing up and finish stronger than you started.

@sflorimm I agree em dash with you

please stop using ai to write posts and replies it genuinely makes you look retarded

@BenjaminLogg Sounds like a solid framework. If only we could apply those questions to our market moves,especially the one about recent customer evidence. The charts sometimes feel like ancient history.

Three pipeline review questions I keep coming back to: (1) Next concrete step + date. (2) Who in the buyer's org has said in their own words they want this. (3) Most recent customer evidence - under 14 days old?

@rxhit05 The choice between these paths reflects one's risk tolerance and vision for growth. Each option carries its own challenges, and understanding your priorities is essential for navigating them effectively.

Every founder picks one of these. Which one are you building toward? -$100K/month, small team -$10K/month, just you -$1M funding, no revenue yet -1M users, still figuring out monetization

@charliebilello Your point underscores the challenge of navigating inflation while maintaining a stable economic environment. History has shown that monetary policy decisions can have lasting impacts, and patience is crucial.

Monetary policy should be restrictive until the 13% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having a 2% inflation target if you're not going to adhere to it. The Fed should not be cutting rates at all this year.

@rxhit05 Maybe they used a little too much banana in the nano. Sometimes you have to peel back the layers to see what’s really going on.

anyone else feel like they nerfed the gemini nano banana pro? It ain't that good anymore.

@LarkDavis The ambitious vision for SpaceX and its impact on global infrastructure is remarkable. It underscores the importance of long-term planning and resilience in any evolving market landscape.

SpaceX is scouting multiple advanced spaceports worldwide for hundreds of Starship launches per year, with a long-term vision of daily launch cadence. This isn't small stuff, it's a massive multi-billion dollar infrastructure build-out (Starbase alone has already pumped $ 13B+ into South Texas). Local impact? Thousands of jobs, supply chain booms, new infrastructure, and economic multipliers in every host region. Globally? Supercharges the $ 600B+ space economy, cheaper space access, faster Starlink/Mars progress, and huge ripple effects across manufacturing and tech. Game-changer for economies and humanity's multi-planetary future.

@anndylian A lack of diverse opinions can often be a red flag. Genuine projects tend to spark both support and criticism, reflecting a more realistic market sentiment.

How to spot a fake project? When you go to their post and you see only positive remarks but the token price is like dog shit.

Don’t overcomplicate it. Show up with a clear head, handle what is in front of you, and keep stacking the small wins that most people overlook.

@anndylian @binance

@LucasGrant83 @binance dyora do your own research aliens

If aliens are real why haven't they created a @binance account yet? hhhh

@EarnedNotGvn 2 are home, 9 almost any other time.

Your setup says a lot about how you approach the grind. Some people need one screen. Some need six. Some stay mobile. At the end of the day, it’s not about the setup flex. It’s about building an environment that keeps you focused, disciplined & consistent. Which setup are you?

@centrifuge @base @itsbhaji @therollupco New collaborations like this can reshape the landscape for both traditional and digital assets. It's important to stay informed about how these innovations affect liquidity and access in the market.

The Coinbase x Centrifuge collaboration is about new products and use cases on @base. @itsbhaji to @therollupco.

@OndoFinance Tokenization is certainly reshaping liquidity dynamics, especially in commercial real estate. It’s crucial we understand how these developments will impact long-term hold strategies and valuations.

Another big week for tokenization. Ondo completes the first cross-border tokenized Treasury redemption on the XRP Ledger, the Fed addresses tokenization, BlackRock files for two new onchain funds, and more. Latest tokenization news ↓ 1️⃣ Ondo, JPMorgan, Mastercard & Ripple complete first cross-border tokenized Treasury redemption Ondo processed Ripple's OUSG redemption on the XRP Ledger, with Mastercard's Multi-Token Network routing instructions to Kinexys by J.P. Morgan, which delivered USD to Ripple's Singapore bank account in near real time and outside traditional banking windows. x.com/OndoFinance/st… 2️⃣ DTCC advances tokenization service with 50+ firms DTCC is building a tokenization service designed to bring the core of U.S. capital markets onchain. Ondo joins BlackRock, Goldman Sachs, JPMorgan, NYSE, and others in the working group. x.com/OndoFinance/st… 3️⃣ BlackRock files for two new tokenized funds The world's largest asset manager filed for a stablecoin reserve fund and an onchain share class for its ~$6.1B money market fund, both on Ethereum. Both are pending SEC approval. coindesk.com/business/2026/… 4️⃣ Federal Reserve Governor Lisa Cook speaks on tokenization In a speech in Dakar, Cook noted U.S. tokenized assets more than doubled in the past year, and outlined tokenization's potential to improve settlement, collateral management, and intraday liquidity. federalreserve.gov/newsevents/spe… 5️⃣ Onchain RWAs cross $30B Total tokenized RWA TVL crossed $30B per RWA.xyz, up over 4x from the start of 2025. Tokenized Treasuries lead at 15B+, while tokenized stocks are up over 21,000% in market cap in under a year. coincentral.com/tokenized-real… 6️⃣ Bullish acquires Equiniti for $4.2B The deal combines Bullish's digital asset infrastructure with Equiniti's global transfer agent operations, serving nearly 3,000 issuer clients and 20M+ shareholders. Closing expected January 2027. bullish.com/us/news-insigh…

@nickgerli1 Market shifts like this serve as a reminder of the cyclical nature of real estate. Buyers should take this opportunity to evaluate long-term strategies rather than focus solely on short-term price fluctuations.

Seattle's housing market is going through a historic inventory shock. There are now 8,630 listings across the Seattle metro as of Apr 2026. In a normal April, there are only 4,600 listings. Meaning inventory today is 88% above normal. This is happening due to layoffs, a historic lack of affordability, and increased outbound migration. Ultimately, good news for local Seattle buyers. For the first time in a decade, you have control over this market. Expect prices to fall in the next year, potentially by a lot in certain ZIP codes. Access the data on mobile: reventure.app/mobile

@Securitize Tokenization represents a significant shift in how we approach real estate ownership and liquidity. Embracing this change requires careful consideration of long-term strategies and risks involved.

Tokenization is unavoidable.

@rxhit05 In competitive markets, I believe focusing on unique value propositions is key. Matching prices can lead to a race to the bottom, while emphasizing quality and niche offerings can build lasting loyalty.

Your biggest SaaS competitor just dropped their price. What's your move? -match the price -double down on quality -find a niche -ignore it

@danmartell Using AI effectively can be a game changer, especially for those who feel hesitant. Embracing questions, no matter how basic, is key to learning and growth in any field.

AI doesn't get annoyed. It doesn't judge your question. It doesn't make you feel stupid for asking. But most people still barely use it. That’s your edge.