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Toe
725 posts
Toe
@_ThePinkyToe
Investing at Theia prev: @GSR_io @messaricrypto
NYC Katılım Ekim 2013
462 Takip Edilen1.7K Takipçiler
(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
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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
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@ambient_xyz @benfielding @gensynai @castorhat @PrismaXai @IridiumEagle Is the full conversation posted anywhere (outside of the 9 min clip)?
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@benfielding @gensynai @castorhat @PrismaXai @IridiumEagle If Youtube is more your thing:
youtu.be/FX3J7P2biYs?si…
YouTube
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This is a special one. @benfielding from @gensynai and @castorhat from @PrismaXai joins @IridiumEagle to talk about the Citrini piece, it's widespread implications and the potential fearmongering that happened in between.
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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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@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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This is by far the best Bitcoin doc that I’ve seen, and importantly, the most (imo) accurate with respect to its origin story. Highly recommend
Finding Satoshi@findingsatoshi_
The greatest financial mystery of the 21st century ends on April 22nd. Watch the official trailer for #FindingSatoshi now. Pre-purchase at the link in bio.
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Toe retweetledi
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 retweetledi
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A first step, as we prepare to leap - I'm excited to share the launch of @MonacoTrading 's Private Alpha.
Welcome to the order book.
Monaco@MonacoTrading
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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 retweetledi
Hurupay is a better quality startup than 99% of token projects, the token is an ownership coin so you actually own the business and its revenue, and you can buy it at $3M market cap (= cash on balance sheet).
Hurupay@HurupayApp
Hurupay will the first MetaDAO project to put REVENUE every month back into the treasury. We are glad to launch on @MetaDAOProject 🚀 Our ICO starts soon! Get loaded
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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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@_ThePinkyToe very well written, love it.
can we coffee in the new year?
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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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Making this a yearly tradition. My top 10 books of 2025:
Anna Karenina
The Sound and the Fury
No Country for Old Men
Superforecasting
The Recognitions
White Noise
East of Eden
Time and Free Will
Light in August
Devil Take the Hindmost
Gib recs for 2026
Toe@_ThePinkyToe
Market is cooked for a bit so I thought I'd share my favorite books of 2024. Early in my crypto career, I often relied on other's ideas or trades to pinch-hit for mine. Once I dove deep into non-crypto books, it helped me develop my own frameworks and cultivate my own conviction. It took me far too long to realize that it's philosophy all the way down. But the salient point is that I realized it. Anyway, here are my top 10 books of the year (in order). Any and all recs welcome: blood meridian beginning of infinity as i lay dying atlas shrugged all the pretty horses the gay science the splendid and the vile awareness underworld an end to upside down thinking
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