RYAN SΞAN ADAMS - rsa.eth 🦄

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RYAN SΞAN ADAMS - rsa.eth 🦄

@RyanSAdams

Crypto investor going bankless. 🏴

Internet Katılım Nisan 2008

2.5K Takip Edilen276.4K Takipçiler

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·22 Eki

The little newsletter we started 2 years ago just hit 100,000 subscribers. I'm here to tell you: doing a thing you truly believe in with consistency produces results. Thank you subscribers. Humbled to be on the @bankless journey with you. See you at 1 million. 🏴

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RYAN SΞAN ADAMS - rsa.eth 🦄 retweetledi

The DeFi Report@the_defi_report·6h

LIVE NOW -- Momentum is slowing as macro risks are rising bitcoin:native just closed above a key bear market resistance level, but Mike still isn’t ready to call a regime shift. @JustDeauIt and @RyanSAdams break down why this rally looks stretched, what $79K, $82.7K, and $85K are signaling, how weak spot volume and rising macro risk could slow momentum, and why June may be the real test for bulls. [TIMESTAMPS] 0:00 Intro 1:45 Bear Market Symmetry 6:00 Comparing Past Cycles 14:05 Who’s Selling at 80K? 19:23 Weak Market Conditions 23:10 Momentum Starts Fading 27:37 June’s Historical Weakness 29:12 Key Bitcoin Price Levels 32:40 Closing & Disclaimers

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Ari Redbord@ARedbord·2d

So cool to join legends @RyanSAdams and @TrustlessState for one of the most nuanced and in-depth convos on illicit finance - and how to stop it - in crypto I have ever had. 🙏 @Bankless

Bankless@Bankless

LIVE NOW - Why North Korea Is Winning Crypto Crime North Korea isn’t just hacking crypto. It’s turning DeFi into a state-run revenue machine. @ARedbord join us to talk about: - The $285M Drift hack - DPRK’s crypto crime playbook - THORChain + Bitcoin laundering rails - Privacy vs enforcement - How DeFi fights back Watch now. -------------- TIMESTAMPS 0:00 Intro 2:16 The Drift Hack 5:15 Human Weak Points 11:16 The DPRK Hacker Network 14:56 The $6B Machine 20:32 Fighting Back 28:11 Seizures and Victims 38:58 Inside TRM Labs 47:01 Laundering Rails 52:51 The Beacon Network 58:06 Privacy vs Security 1:10:20 Code and Crime 1:14:49 Iran on Tron 1:22:55 Bitcoin and Power 1:28:49 Hardening DeFi

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RYAN SΞAN ADAMS - rsa.eth 🦄 retweetledi

David Hoffman@TrustlessState·5d

The most powerful surveillance agencies, the CIA, FBI, OFAC, in the world are rooting for crypto to win. Not because they love decentralization - because onchain is easier to monitor than the banking system. @ARedbord broke this down on Bankless It's the most important nuance in crypto right now. 👇

Bankless@Bankless

Ari Redbord ( @ARedbord ) joins Bankless to tell the story of how North Korea turned crypto into a state-run revenue machine: - The $285M Drift hack - North Korea’s crypto crime machine - THORChain and Bitcoin laundering rails - Privacy vs enforcement - How DeFi fights back 🟢 Out now for Bankless Premium subscribers 📅 Out on public feeds Monday, May 11

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Bankless@Bankless·5d

US national Bitcoin reserve @polymarket odds are at “33% and rising.” The real question is: Can the US government actually self-custody Bitcoin? Does this become “crypto Fort Knox” with nation-state attackers trying to break in? “If you’re North Korea why wouldn’t you go after that?” Could Trump steal the private keys like he did with the files? “It’s on a ledger somewhere in Mar-a-Lago.” 🎬

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·5d

She's wrong. You are 20 prompts away from a billion dollar company.

Marco Foster@MarcoFoster_

AOC: “There’s a certain level of wealth and accumulation that is unearned. You can’t earn a billion dollars. You just can’t earn that. You can get market power, you can break rules, you can abuse labor laws, you can pay people less than what they’re worth, but you can’t earn that”

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6d

Btw I’m not saying I believe this chart. There’s all sorts of ways we could get a dip first, and then some version of the trend line. Reality is really so extreme.

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6d

As an investor if you see a chart like this the only rational move is to buy. If you’re right number goes up. If you’re wrong nothing matters. Therefore: buy.

Ryan Petersen@typesfast

Financial Times perfectly illustrates our possible futures

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6d

Chart of the week right here from @JustDeauIt. Bitcoin very correlated to NASDAQ right now. To the upside...and the down.

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6d

The bear case makes sense on paper: iran war, inflation, late cycle stocks, liquidity roll over, buffet indicator. But the bears might be defeated by one big thing. AI. If the demand for AI tokens remains inexhaustable the bear models break. TTID This time its _________.

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RYAN SΞAN ADAMS - rsa.eth 🦄 retweetledi

Michael Nadeau | The DeFi Report@JustDeauIt·6 May

I've had a nice run of late, being on the "right side of the market." However, over the last month, the market has moved away from where I thought the probabilities were pointing. The question now is whether I'm "temporarily offside" or not. (to be clear, I'm long, just not fully deployed) --- This week we shared what's different about this rally, what looks the same, + details on the current market structure across cost basis holdings, spot markets, and the derivatives markets 👇

The DeFi Report@the_defi_report

LIVE NOW -- Are we still in a bear market rally? bitcoin:native just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. @JustDeauIt and @RyanSAdams break down the battle between shorts and spot buyers, why $85K may decide the market, what ETF flows and Saylor’s bid are really signaling, and the setup that could trap both bulls and bears. [TIMESTAMPS] 0:00 Intro 3:03 Market Dynamics and Institutional Influence 5:53 Trader Sentiment & Market Positioning 10:04 Spot Market Analysis 15:10 ETF Flows & Institutional Demand 19:06 Market Structure & Cycle Analysis 21:09 Bitcoin's Correlation & NASDAQ 26:05 Critical Price Zones for Bitcoin 30:12 Mike's Investment Strategy & Market Outlook 33:17 The Marshmallow Test 34:17 Closing & Disclaimers

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6 May

lest we forget our forefathers foretold

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·6 May

Ethereum L1 just woke up. 4 years at 30M gas. Then 36M to 60M (in 3 months). Glamsterdam takes us to 200M this year. 30M to 200M = 6.7x in 12 months. Closing in on 100 TPS this yr. 10,000 TPS by 2030 was a crazy aggressive hypothetical and amazingly...we're on track? Ethereum is back.

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·5 May

@techsportsmark @Bankless @findingsatoshi_ @WilliamCohan @tydamar @TrustlessState thanks! how many years of cryoperservation does this give you - and how is this enforced?

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Mark Thomas@techsportsmark·4 May

@RyanSAdams @TrustlessState I'm also a member of Alcor. You asked on the pod how you pay for the cryopreservation. It costs $225K for your full body or $80K for just your brain. You can either pay this money up front OR take out a whole life insurance policy worth at least the $80K / $225K and then name Alcor as the beneficiary of that policy. Most people do the latter (as I did) because the monthly cost of the life insurance policy is less than what you can earn in interest on keeping the up-front funds for yourself. For example, I pay $214/month for a $300K policy, so $2,568/year, which is only 1.1% annually of the $225K amount.

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Bankless@Bankless·4 May

LIVE NOW - “Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator Spoiler alert: This episode contains spoilers for the documentary @findingsatoshi_ @WilliamCohan and @tydamar unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto. They explore: - why Satoshi’s identity still matters, - the cypherpunk roots of Bitcoin, - the public interest behind the mystery, - and what the search reveals about privacy, - money, power, - and the mythology at the heart of crypto. Enjoy the episode. -------------- TIMESTAMPS 0:00 Intro 1:17 Did We Find Him? 6:32 Why Find Satoshi? 11:54 Why OGs Didn’t Care 14:57 How Hard was the Investigation? 18:20 Talking to the Early Cypherpunks 19:58 Public Interest 26:08 Cypherpunk’s Ideology 39:07 Spoiler Alert: The Aha Moment 51:30 Satoshi’s Death 1:00:59 Bitcoin as a Public Good 1:05:23 Will Satoshi Come Back? 1:10:39 Was it All Planned? 1:11:52 Quantum Treasure Hunt 1:14:00 What would Satoshi think of Bitcoin Today? 1:17:09 Closing & Disclaimers

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·4 May

@lex_node @ethereumfndn ETH the asset and Ethereum L1. Those are the CROPS maximized things we should concentrate our efforts on. When we lose sight of ETH and L1, we lose.

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_gabrielShapir0@lex_node·4 May

I feel like @ethereumfndn is not really following through on the mandate. This guy is head of ecosystem development at the EF and his account has been nonstop bullposting Tempo for weeks. Tempo is awesome but certainly not CROPs-maximalist. There's another guy who has been doing an apologetics tour claiming that "code is law" and "decentralization" means 9 people can confiscate funds at any time. What was the point of such a controversial mandate and "signing the pledge" if people who work at the EF are still going to spend their time (and in effect the EF's money) promoting non-CROPS (in the latter case arguably anti-CROPS) positions?

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·2 May

MegaETH pulls ahead of Monad TVL 👀 $592 million. Notable.

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·1 May

Tom Lee is the best thing to happen to ETH since Vitalik

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·1 May

@Noahpinion the right is not degrowth though, the left has gone degrowth

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Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion·1 May

This is certainly a problem, but the right hasn't been pro-business for a long time.

Richard Hanania@RichardHanania

Why listening to Ezra and Derek reflecting on abundance made me pessimistic. They want a movement that builds things. But in their coalition is a huge faction that hates business, the people who build things! It's a wild contradiction.

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RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams·1 May

@RichardHanania Instead of abundance policy we get moratorium on data centers. They read the book, considered it briefly, then decided nah...let's go back to scarcity and degrowth because billionaires suck.

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