durak

@naval The fund manager should be compensated based on the fund returns, not just AUM growth

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@DavidSacks Trump and family have launched token after token to benefit themselves while in office while you are crypto czar. You divested, and they did the opposite. You were supposed to legitimize the space, but the outcome has been the opposite, at least in perception

Yep

@Benioff @DavidSacks Broski cut the thicc layers of pm’s and eng ‘leaders’, hire leaner, cracked people, pay them 2-10x, and ship something GREAT it’s doable

Great to be with @DavidSacks at Dreamforce!

@AnjneyMidha Curious what’s your bull case on LMArena?

why I obsess abt compute scarcity my largest angel/early investments: 2021: Anthropic 2022: ElevenLabs 2023: Sesame, Mistral, Luma 2024: Black Forest Labs, LMArena 2025: OpenRouter, Periodic Labs now add up their annual compute needs for next 24 months $1K to the best guess

@bridge__harris @Plasma Is this available from the US?

Deploying into defi via Binance to safely earn 7% (where your stablecoins are backed 1:1 with T bills) > deploying into a bank account (w/ single digit % reserve requirements) where they are printing loans off of your deposits $1b+ (largest cefi-defi integration). Go @Plasma

@RadishHarmers This aged poorly. Yes there is reason for extreme caution after seeing what’s possible. If you don’t think so, you haven’t updated your priors based on latest info

are you seriously afraid of your kid riding the bus lmao

@Tesla This is some ai slop instead of 3-4 concise bullets written directly by Elon like in the past, hmm

Up massive buying the cycle bottom again. Wish I sized even bigger but that’s the case with any good investment

@ashtom I use copilot at work. I find myself always switching from the default agent mode to edit mode, because the agent thinks too long, keeps ‘reading’ files and doesn’t produce better results at the end (using Claude 4 sonnet). Ideally the agent is async and I could be in edit during

Big news for the vibecoders: There’s a new version of GitHub Copilot live in VS Code 1.101 today, with updates to bring you more MCP support, smarter chat tools, and better source control. Here’s the rundown. 🧵

@Nick_van_Eck @0xUsamaro Why AUSD specifically?

@0xUsamaro AUSD

Just got out of a meeting where we discussed moving $500M-$1B in monthly cross-border flows to stables. Stablecoins are a going to vampire liquidity from the correspondent banking system. 100x improvement. The efficiency gains in capital markets are going to be glorious.

@pythianism Can you admit you were wrong for being in ETH past 2 years? As someone in the business of making money

Ticker is ETH

@matthuang @rstormsf This is awesome, just curious how this works, do LPs sign off? Or solely paradigm GP discretion?

Paradigm will be donating $1.25M to help fund Roman Storm’s legal defense The prosecution’s case threatens to hold software developers criminally liable for the bad acts of third parties, which would have a chilling effect in crypto and beyond We must stand with @rstormsf

@vkhosla x.com/mazemoore/stat…

'#WEIRD Squared!!! Is she black or Indian?': Trump attacks Harris's racial identity bbc.com/news/articles/…

@blknoiz06 Sounds like you got that dog in you

yea base is mad confusing cos ive been bullish on that thesis for awhile but like i really dunno how to express it, all i have is a gazillion FT points, some farcaster activity & a few memes here & there lol

@pythianism So few were bullish from the bottom 🫡

Ladies and gentleman the evergreen nature of the market is a religion and we worship at the altar of new ATHs IBIT is currently at $26. ATH of IBIT is at $31. Larry Fink Season

@iampaulgrewal @coinbase LMAAAOO give it to em good

The entire @coinbase team offers its help. We are committed to doing our part to ensure fair, orderly and efficient markets for all Americans.

@DegenSpartan It did you got me in at the bottom in Nov🫡

personally, i thought the bull market started last year

@therabbithole @DrJBhattacharya

Be wary of artificial consensus

@yugacohler @coinbase Wen principle

My thesis for working at @coinbase is simple. It is the most legit crypto company. So if crypto does well, then Coinbase will do well, and vice versa. I also believe in crypto and enjoy working on crypto. So work is fun and meaningful. That's all there is to it.

@bulltrapper0 @Evan_ss6 I can’t do either

@bulltrapper0 @Evan_ss6 Those who can’t do, teach

Damn If he didn’t escalate he’d have merely been cooked medium rare but now he’s crisped beyond recognition