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@_ThePinkyToe

Investing at Theia prev: @GSR_io @messaricrypto

NYC Katılım Ekim 2013
462 Takip Edilen1.7K Takipçiler
Toe
Toe@_ThePinkyToe·
(Yet another) Win for tokenholders. Importantly, "As of this writing, Layer3 holds $19M of cash on hand. There are 1.08 billion tokens in circulation. The circulating market capitalization is approximately $7.7M."
Layer3@layer3

x.com/i/article/2034…

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Toe@_ThePinkyToe·
Incredibly impressed with this launch. Onboarding is seamless, it integrates directly with Claude and Codex, and barely scratches the surface of the payment functionality. If you want a glimpse into the future, I encourage you to check it out.
Tempo@tempo

x.com/i/article/2034…

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Toe@_ThePinkyToe·
Believe the market is underpricing a decline in Jupiter KPIs. Since the JUP airdrop cancellation, OI fell 50%, fees are at yearly lows, yet TVL has remained relatively sticky. Even with a material increase in volume, JLP needs to fall to $750m to maintain above market yields
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Toe@_ThePinkyToe·
@0xCryptoSam There are <50 serious options desks, and of those, many are regulated and require tri-party agreements (ie hold SOL with a QC like Anchorage and sell SOL call options). Hence why Derive can create a foothold with these players given that there are so few.
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Sam@0xCryptoSam·
What is the bull case for Derive after HIP-4 launches? Bullish onchain options, just not sure why it wouldn't occur on HL, but open to being convinced otherwise
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Toe@_ThePinkyToe·
Small caps at record multiples, institutions tightly positioned, yet retail is plowing into equities at an unprecedented rate with daily volumes 60% above 2025 and 25% above the 2021 peak. Risk assets selling off amid record retail inflows likely points to the direction of travel as lower.
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Toe@_ThePinkyToe·
After talking to investors and CT sentiment, it's clear there's aggressive overcrowding in $HYPE. With prices depressed, HL leverage (OI / net inflows) is at 12-month lows, yet the price remains elevated. Historically, when such dislocations appear, the price tends to follow the fundamentals lower. Given this downside reflexivity, I expect $HYPE to trade much lower
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Toe@_ThePinkyToe·
Jito take rate (as a % of DEX volume) showing early signs of recovery as Pump activity picks back up. However, jitoBAM rollout and Tips deprecation likely cap take rates at ~2-3bps. Tough to get to excited until application plugin fees kick in
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Toe@_ThePinkyToe·
Excited to share that I’ve started at Theia, alongside @johnfromtheia @TheiaResearch and @TraderNoah. I couldn’t be more excited to join the team, particularly now, with crypto adoption clearly at an inflection point. Token holder rights are steadily improving, protocols are generating durable, sustainable, and accelerating cash flows, and regulatory tailwinds remain firmly at our backs. I’m fortunate to work alongside such an exceptional team to marshal the next growth phase. The setup hasn’t looked this good in years. Let’s get to work.
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blockboy
blockboy@0xblockboy·
@_ThePinkyToe very well written, love it. can we coffee in the new year?
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blockboy@0xblockboy·
intentionality is a very under appreciated skill. direction is far more important than speed.
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Toe@_ThePinkyToe·
Didn’t make the cut, but one of my favorite reading experiences this year was reading Sabbath’s Theater while listening to the audiobook (narrated by John Turturro) and taking notes - all on my @daylightco. Easily my favorite purchase of 2025
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