El33

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El33

El33

@_El33_

Una más por favor

Katılım Eylül 2020
698 Takip Edilen10.2K Takipçiler
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El33
El33@_El33_·
Wrote about paradoxes, confidence and why we retreat to black and white thinking. A note on what has been useful to me in life and markets ❤️ @el33/the-dialectic-trader" target="_blank" rel="nofollow noopener">paragraph.com/@el33/the-dial…
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DCF GOD
DCF GOD@dcfgod·
lighter recently buying back meaningfully more % of their supply than hyperliquid ht @will__price note: dcf cap holds $LIT and $HYPE
DCF GOD tweet media
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Fuego
Fuego@fuegonft·
What comes after mint: Seasons, the Forged, the vault, and the economy on top. Read now. 🕯️ x.com/i/article/2083…
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El33
El33@_El33_·
@shayonsengupta Multicoin should probably buy some ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 looking at this thesis
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shayon
shayon@shayonsengupta·
many consumer fintechs have tried to build products onchain. a lot of these fail quickly and eventually their product orgs default to lowest common denominator i.e. trade majors in app. robinhood has demonstrated in the past month that their pulse on crypto is second to none. in robinhood chain, they have earned attention and capital from people "in crypto". they very obviously deeply understand their users "outside crypto", and have consistently built products and services that are loved. i think they are in the best position to bridge the two camps by a long shot.
Hood House@hood__house

MULTICOIN CAPITAL'S $HOOD THESIS: 1. Robinhood is the single biggest beneficiary of "entertainment finance" 2. Impeccable execution 3. The largest barrier to entry in consumer finance is trust, and no firm has more than Robinhood 4. Obsessive focus on 18-30 year olds, right as the $30T generational wealth transfer begins @shayonsengupta @multicoin

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The Rollup
The Rollup@therollupco·
Maggie Parsons on @Lighter_xyz's regulatory posture: "Contingency planning right now: what Lighter looks like if Clarity passes versus if it doesn't." "Vlad and I have spent months in conversations with the CFTC, pro-innovation administration, forward-looking agency, incredibly engaged." "Our approach: education. Time on the Hill walking regulators through how Lighter's technology works and how we think about the future of finance." "DeFi's narrative has always been about illicit finance. But self-custody plus open-source plus onchain tech makes DeFi a friend and tool to regulators, not an adversary."
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El33
El33@_El33_·
@0xRiver8 Lighter does quite some daily buybacks
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0xRiver
0xRiver@0xRiver8·
It’s interesting how Lighter has a higher market cap than Pump even though Pump “supposedly” does 700k in daily buybacks while lighter does none lighter has zero fees yet lighter trades way better than Pump it really shows the magnitude of how little respect and trust the Pump team
0xRiver tweet media
Sapijiju@sapijiju

x.com/i/article/2081…

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El33 retweetledi
Ethereum Institutional
Ethereum Institutional@ethereuminsti·
1/ We’re excited to announce the close of @ethereuminsti's initial ecosystem funding round and supporter coalition, with broad participation and support from individuals and entities focused on driving institutional adoption of @ethereum. Our ecosystem funding round is anchored by @BitMNR, @Sharplink, Ethereum co‑founders @ethereumJoseph , and @MihaiAlisie, alongside a larger group of individuals and crypto‑native institutions.
Ethereum Institutional tweet media
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El33
El33@_El33_·
Started a long after this tweet alongside a spot position. $CRCL
El33 tweet media
El33@_El33_

Leaning into $CRCL being a buy into August. • 40% in a month, close to support • Latest drop bc solana:B32fyE7RAZ5895ooi5x8gbAn1kh5eKSXcmRSXVi8teYc which doesn't launch until late 2026 • Meanwhile: record $1.21T June volume, 67% share • Aug: earnings, and the $COIN revenue-share renewal CB and Circle breaking up almost doubles $CRCL net-revenue (est. by @HadickM) - short term bullish. But CB could use solana:B32fyE7RAZ5895ooi5x8gbAn1kh5eKSXcmRSXVi8teYc as lev to ask for more? At -40% the bad outcome looks mostly priced in? Bonus: Cathie Wood just slammed.

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El33
El33@_El33_·
A lot of (justified) doubt around tokens vs equity lately. Lighter takes a clear stance: All value accrues to the token, and the equity cap table's only function is converting into it. ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2
Vladimir Novakovski@vnovakovski

x.com/i/article/2079…

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Thomas (Tom) Lee (not drummer) FundstratDirect.com
Lighter @Lighter_xyz is a massive breakout success and a critical infrastructure layer for ethereum This is worth a listen 👂
Bankless@Bankless

EARLY ACCESS: He Finished Harvard at 18 — Now He's Building Crypto's Fastest Exchange | @vnovakovski, Founder and CEO of @Lighter_xyz 🟢 Out now for Bankless Premium subscribers 📅 Out on public feeds Monday, July 27 Sign up for early access and the ad-free version now 👇 bankless.com/podcast/he-fin…

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Bankless
Bankless@Bankless·
NEW EPISODE: From Harvard at 18 to Building Crypto's Fastest Exchange @vnovakovski joins @TrustlessState to share the path behind @Lighter_xyz, from math Olympiads and early machine learning to quantitative trading, ZK, and the race to build a faster, verifiable exchange. TIMESTAMPS --- 0:00 A Particular Set of Skills 11:33 Harvard at 18 19:03 Citadel and the Search for Alpha 25:14 Machine Learning Before the AI Boom 36:46 ​​Finding Elite Talent Early 41:39 The Lunchclub Matching Problem 45:11 Pivoting Into Lighter 51:18 The 18-Month ZK Engineering Bet 56:38 Lighter’s Five Pillars 1:00:04 A New Generation of Exchanges
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El33
El33@_El33_·
@Sokio8D Yes but unironically (Treadfi world order)
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Sokio
Sokio@Sokio8D·
exchange that has 0 users closing means we are in a brutal bear market
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morph 🐈
morph 🐈@morphPOGdot23·
Wait what happened to tetranode 😭😭😭
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