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Cnah
32 posts
You missed the AI bottleneck stocks.
You missed the CBRS IPO.
You just missed HYPE again.
You only have one way out.
True NASDAQ infrastructure - fair access, colocated environment, equalized fiber, microsecond execution. Fully verifiable Solana settlement.
Blink and you'll miss it.
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had a great time on @indexed_pod discussing my research on propAMMs (and blink). my first podcast
Indexed Podcast@indexed_pod
🚨NEW EP: Inside Solana’s PropAMM War🚨 In today's episode, we're joined by @moonshiesty currently building @blinktrade to dive deep into @solana's PropAMM landscape and the battle shaping onchain market structure. We discuss: - What PropAMMs are and why they’ve taken over Solana spot liquidity - How gas economics shift costs from makers to takers - Latency games, flashing, and spoofing tactics - Execution quality vs oracle pricing - Why onchain price discovery is still lagging - @binance vs PropAMMs vs true decentralization - The role of Solana’s scheduler, priority fees, and compute units - Why PropAMMs dominate spot but struggle in perps - The case for continuous order books - DoubleZero and private fiber networks - Building Blink: a neutral, price-discovery-first venue - The future of fair and verifiable crypto exchanges And much more—enjoy! — Timestamps: (00:00) Introduction (01:07) What is Blink? (04:07) Crypto market structure problems (10:46) Binance vs decentralization spectrum (22:10) PropAMM gas advantages (32:37) Latency and order flow (39:26) Spoofing and flashing tactics (1:03:27) Solana PropAMM efficiency (1:04:25) Blink tech stack (1:06:13) Spot vs perps limits (1:07:26) Continuous order books (1:10:33) Outro
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i can't think of a single advantage of a system that is designed so users can only trade against a single counter-party
@variational_io has "zero fees" but the house decides the spread, mark price and index price
RFQs have a place when it comes to large or complicated trades but traditionally RFQ allow for competition between counter-parties to provide the best quote
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took me a few hundred hours in college to handwrite and debug a toy minix style operating system. today doesn't even require a human in the loop
post inspired me to lookup the current syllabus and the course allows "modern AI tools" - for better or worse the new generation will never get that experience
Google@Google
We asked our agents to build a working operating system from scratch using @Antigravity 2.0 and Gemini 3.5 Flash. It took: ⏱️ 12 hours 🤖 93 parallel sub-agents 🔄 15k+ model requests 🧠 2.6B tokens processed 💸 Less than $1K in API credits To build a functioning OS from scratch. #GoogleIO
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@sui414 @moonshiesty @indexed_pod @0xBoxer Thats literally the dude who headshotted dicaprio in the departed
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just recorded an exciting convo with @moonshiesty that went super deep unpacking Solana propAMMs 👀👀
my braincell was growing synchronously real time as the shreds go lol
Podcast dropping next week on @indexed_pod 🎙️ stay tunedddddd 🥷
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@unusual_whales A few years ago Jensen was talking about GPUs for gamers.
Now he’s talking about one of the most important summits in human history
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Nvidia CEO: "I've come to support President Trump in one of the most important summits in human history."
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toly 🇺🇸@toly
👑 👑 👑
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May the best exchange win 👑
BULK@bulktrade
The great @perps war of 2026 is upon us May the best exchange win
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ive spent the last year building the best architecture for trading
we chose solana because we’re aligned with the same end state: internet capital markets with global access, high-performance execution, and on-chain settlement. we just have different opinions on how to get there
blink is built to provide the same execution guarantees as traditional exchanges without making compromises on transparency, verifiability or fair-access
colocated users get deterministic, ultra-low latency order entry and market data: users win because they are better traders not because they have an unfair edge
blink is fully verifiable, auditable and transparent: users can audit every property of blink in real-time
to make this all possible we're evolving sequencer design. orders are sequenced at line-rate, in real-time and distributed over @doublezero multicast
blink is built for price discovery: real-time sequencing and market data, fair-access, no speed-bumps
until now traders have been forced to choose between best-execution on black-box models or lower-quality transparent open-models
if you are a trader, market maker, or liquidity provider who wants to compete on an equal playing field where the best traders win, reach out, id love to talk
blink@blinktrade
Crypto built global settlement before it built exchange-grade execution. blink is built to close that gap. Physical infrastructure. Equalized access. Tradfi-grade execution. Blockchain settlement. Today, blink comes out of stealth.
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I've been tracking Julian and Mason for almost four years now.
I've watched them evolve and I've watched the crypto market structure and financial market structure evolve around their product.
They've always been ahead of things!
Couldn't be more excited to be backing them as they come out of stealth. One of the sharpest teams I've come across.
There's a reason they've been heads down. What they're building is serious and the world will get to see why as they continue to take their vision forward.
moon shiesty@moonshiesty
ive spent the last year building the best architecture for trading we chose solana because we’re aligned with the same end state: internet capital markets with global access, high-performance execution, and on-chain settlement. we just have different opinions on how to get there blink is built to provide the same execution guarantees as traditional exchanges without making compromises on transparency, verifiability or fair-access colocated users get deterministic, ultra-low latency order entry and market data: users win because they are better traders not because they have an unfair edge blink is fully verifiable, auditable and transparent: users can audit every property of blink in real-time to make this all possible we're evolving sequencer design. orders are sequenced at line-rate, in real-time and distributed over @doublezero multicast blink is built for price discovery: real-time sequencing and market data, fair-access, no speed-bumps until now traders have been forced to choose between best-execution on black-box models or lower-quality transparent open-models if you are a trader, market maker, or liquidity provider who wants to compete on an equal playing field where the best traders win, reach out, id love to talk
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