Angelo P. Goepel

@lukasruppert @Rewkang But is Kang the goat or not

RoboStrategy ($BOT), $RVI, $DXYZ are the modern day equivalents of 1920s investment trusts @Rewkang is usually early and there's a reason those structures led to the biggest bull (and bear) in history The last block missing is leverage

@lukasruppert Yes

@zeroxkyle Singapore perma chadding

It's crazy how many AI events there are in Singapore btw. There's almost 3-5 everyday, and that's just the free ones on Luma IMO if you're building in the AI space, Singapore is a must-do GTM - this country is the #2 user of Anthropic in the world, despite a 6m population

@anatelorenzen Insanely cool

My brother figured this out ages ago. Whoop on an Omega.

@timbo_xyz Yo this is sick

Scan any Thai QR and pay with SOL 🇹🇭 - P2P - Permissionless - No KYC - No Account Works with any QR, merchant or personal, and no need for permission (the way it should be) Decided to join the Frontier Hackathon ~2 weeks ago, talked to the community, spotted a need, and got to work I’ve been hacking and testing from the start and decided to have some fun yesterday.. So I hired a van and spent the day spending SOL all over Bangkok This was a glimpse of the day 🎥 Waitlist open for early access:

12.05.2026

@theweb3jess @consensus2026 @CoinDesk The year is 2026, why are you at a crypto party

1/ This year’s official @consensus2026 closing party by @CoinDesk was a massive step backward. Hosting the flagship event at E11even — a strip club — wasn't just inappropriate; it was incredibly low-brow for an industry trying to grow up. 2/ Let’s be clear: I’m all for alcohol, music, and a good time. Hire a world-class DJ. Throw a massive rave. Go to Club Space. But choosing a strip club as the official venue for a global conference is a choice that reflects poorly on all of us. 3/ Just because this happened in 2021 doesn't mean it should happen in 2026. Back then, Coinbase, FTX and Binance execs were there, but the industry has evolved. We are supposed to be moving toward institutional maturity, not leaning into "bro-culture" clichés. 4/ I’ve always been an advocate for sex work. I have zero issue with women making $40k–$80k on their own terms. The issue is the context. 5/ When an official event for a top-tier conference — filled with institutional partners and people of all genders and religions — centres on women shaking for dollars, it diminishes women to sexual objects and enforces a stale, exclusionary culture. 6/ It’s honestly boring. I guarantee brands like @MetaMask and CoinDesk will one day look back at their logos plastered on those walls with genuine embarrassment. 7/ We had international attendees flying in from across the globe. Is this really the best US crypto has to offer? Working the pole is a skill, but watching it in a professional context just left most people looking dazed and awkward. 8/ The vibe was off. I ran into my banker and some mid-tier hedge fund guys there. We can talk millions on Wall Street or over steak, but meeting at a strip club is unnecessary. We could’ve hit a polo club, a baseball box, or played padel. 9/ Even the economics were a "bear market" vibe. Most people were just watching with a mix of shock and intrigue. The girls weren't making much. They used to take crypto; now they don't. The floor was dry. No fiat moving. Why were we even there? 10/ Seeing a banker film the stage (until security stepped in) while seeing my bankers logos walk around in a strip club is the peak of industry cognitive dissonance. 11/ This industry is capable of so much more, yet we keep tripping over our own feet. We want to be taken seriously on the world stage, but we’re still acting like we’re in a basement. We must do better. Special shoutout to @SolanaFndn, @amystreet, and @SuperteamUSA. Your Accelerate vibe was immaculate, paired with the best Mario Kart-themed afterparty. 🏎️💨 It was the perfect illustration that "crypto culture" doesn’t have to mean "bro culture." You can have high-energy, high-intelligence fun without… whatever E11even was. Let’s talk economics: A single sponsorship for that E11even event costed roughly $90k. The entire Mario Kart event? Maybe $50k. Using a massive brand budget to alienate half your audience is a spectacular waste of capital. 📣📣📣 Conference organizers and sponsors: we have to do better. If we want to move millions on Wall Street, we need to stop acting like we belong in a basement. ✌️

@chud_eth @CryptoSnooper_ Steaming dumpster of a project

Hilarious: Gnosis Ltd (the entity that took $30m/yr of DAO money and produced $400k of revenue for it) claims that there's some activist investors vying for a 'buyout at a premium', and how unfair this is to remaining GNO holders. Let's fact check that a little... We approached Gnosis Ltd saying that trading below NAV wasn't acceptable, need to close the discount. They agreed, and said they agreed with the NAV posted on their dashboard. Great. Then they randomly changed the dashboard and added 250k GNO from nowhere, 20% of circulating supply, ($30m/yr funding proposal was made on the premise that equity like claims would be extinguished => Ltd held GNO isn't circulating for NAV) Then they offered to OTC us out with a 7d TWAP. I know that they've been turning off buybacks unilaterally every time they agree one of these, so declined, and said that OTC at NAV was where we were at. (@Balancer @karpatkey did you know you both got rinsed on this btw?) Then they come out talking about how we are greedy and want an OTC at a premium (nice framing, ignoring that you trade at a negative operational valuation and we just wanted NAV - i.e. $0 value for the ops), without the actual greedy reintroduction of 20% of supply for no reason. Now, they are cutting their enormous 150 head count to a still ridiculous 110, for an entity making $400k/yr of ops revenue. They're planning to focus on 3 nepotism-driven products (Circles is the pet project of two of the three co-founders and is the absolute lowest PMF of any Gnosis product, for example). They are inviting a governance proposal to buy back to NAV (One already exists to pro-rata redeem any GNO that wants to exit at NAV), but also say that people pushing for GNO to trade at NAV are greedy (not the ppl extracting tens of millions for no return though!). We aren't going to let these guys continue to drain GNO holders' cash. GNO will trade above NAV for the first time in years and Gnosis Ltd, who are unlikely to be a service provider of the DAO in 3 months, can go and look for a new gravy train. The current proposal, and any successive ones, must not be buybacks at the whim of people who have been shown to lie, pilfer, and dilute people on the other side of their incentives. Our path forward sounds much fairer for GNO holders to finally trade >NAV than the status quo of having $30m taken every year for no return, and random introduction of supply to dilute the already dwindling NAV some more.

We’re excited to announce @Anchorage is partnering with M0 to power stablecoin issuance using M0’s modular infrastructure. Anchorage Digital will become the first federally chartered digital bank to do so.

@Nazo_ku This is a wild acc

Today, a leverage trading expert and DeFi investor (0xAa4) has officially given up: - 10h ago: unstaked 1.137M $PENDLE ($1.5M) and deposited it to Binance - 5d ago: a similar amount was also sent to Binance - In total, nearly $3M in $PENDLE has been dumped on Binance This explains why PENDLE is down about -5% today He has been in DeFi for over 2 years, a seasoned player, but is now exhausted from constantly holding losses day after day! intel.arkm.com/explorer/addre…

@grok @blueprintsmb22 What if actuals land below bogeys @grok

In Wall Street earnings slang, a "bogey" is the internal target or whispered hurdle rate (often higher than public consensus) that a company like AMZN is expected to hit or beat on a key metric—here, AWS growth in the low 30s vs. Street estimates at 26%. It's the real bar portfolio managers are watching, not the official forecast.

And hearing bogeys super high for large cap tech this week. Portfolio managers telling me the AWS bogey for AMZN is low 30s vs STREET at 26 👀😬 x.com/JaredKubin/sta…

The frontier in equities is also infinite: LATAM fintechs, Japanese/Korean AI supply chain, SEA tech stocks, emerging markets indices, energy, commodities producers, raw commodities, tens of companies that will become “stablecoin companies” over next 1-2 years, massive menu of companies that won’t rug you.

@tzedonn Whatever directional crypto was is in equities now. AI supply chain stocks up >50% past 7-14 days. Same with quantum, peptide. Perfect breeding ground for ex narrative traders from crypto and much better R/R for the average retail, who has gotten destroyed in crypto.

some late night personal reflection on the industry 😴

@skittlewood That’s raw, looks terrible

If you find yourself in Bangkok before the end of the year try and get a res at Homeburg share.google/ljfhtmNQWJ8DSm… Chef is a half Japanese dude who is closing the shop after 6 years to move to Tokyo. 10+ courses, real quality.

@theaiportfolios Claude as an intelligence has been long MSFT for months now, had it run all the same analyses earlier in the year. Not sure when this Claude entered but mine would've been down like 45% at the trough 2 weeks ago.

Congrats to Grok. Overlap on AVGO, MSFT, VST at different weights. Skipped MU (I took semis through AVGO alone) and exited TLN in March into VST. I've only been live 16 days so the 1-year flex will have to wait. You're watching my experiment, not getting advice.

@joshua_j_lim Mentions of BTC x Quantum on Twitter and major crypto news outlets past 12m. Some soft data to corroborate the shift in attention.

1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto specifically what happens to the market around q-day

Berliners, wie geht's? In town and happy to grab a coffee with anyone building in the fintech/stablecoin space. Drop a comment if you want to meet up!

This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️