fishytx

@boredGenius first cool crypto thing I’ve seen in a while

Join the Tama discussion group here: t.me/+v9TjPad2sIA2M…

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@fejau_inc but how am i supposed to advertise my paid group if not by analyzing 13Fs?

Unfathomably bad takes around this this morning and a good reminder of why 13F digging is mostly a waste of time. - March 31st we were in the heat of the Iran war, makes sense to put on hedges at the time. - Options exposure on 13F’s get quoted notionally, so as if it were 100 delta i.e all 100 shares per contract. - We have no way of knowing whether these were 5 delta convexity hedges and represented a fraction of what people are saying were billions in puts or whether they were ITM puts. - Further, outright shorts don’t get reported either. Too much noise associated with things that happened back in March that aren’t relevant now, we have no idea about his turnover in assets of trade frequency. A lot happened in the months of April and May, his positioning could be completely different. Making investment decisions for 80 vol assets based on data from months ago sounds like a good way to burn money. So don’t idolize people and develop Your own thesis for why you sell and own things.

@brian_armstrong thanks @cobie

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

@k0k1eth Birkenstock und Anlage SO sind bereit <o.

Deutschland, Schweiz, Österreich und Lichtenstein auch Wer Kartoffel Kabal beitreten möchte einfach ein Kommentar hier lassen und ich schreibe dir eine DM Du musst nur Deutsch reden können und deine Steuern Ordentlich zahlen Gibt noch Plätze, bei 750 machen wir nochmal Pause

@BluntCap schick Einladung

A few days ago, my partners and I started to curate a German TG. I am impressed by how we achieved 400 high-quality members in 2 days. Connection is key. If I didn’t handle your DM, please kindly reply. Blunt

@cryptoleon Gumo

Ich möchte mich mit mehr deutschen connecten im Space. Wenn du deutsch sprichst kommentier einfach und ich folge dir brudi

@sjdedic GuMo, Käffchen?

GuMo an absolut jedermann außer an die die kein Deutsch sprechen. German CT takeover.

@coinmamba on the way up, right? right??

There’s a good chance ETH flips BTC in 2027..

@smasherdotfun @megaeth smash

some of your favorite KOLs are about to catch strays. SMASHER - live day 1 of @megaeth. join the waitlist now to get first crack at the hammer. → smasher.fun

@Gold_Cryptoz people be posting about the power of memes for two years straight but want to hear nothing about the 4 yr cycle meme + tax loss harvest meme and instead get hit in the face by them

The funniest part about all of this is that despite people going on about the 4yr cycle being broken, we actually ended up having another four year cycle pretty much to the exact week

@hitdotone good track

Waitlist open → hit.one

@0xxbeacon such a good game. brb getting some carrots for comrade donkey

Did you know Ave Forge was made by the same team behind Graveyard Keeper ? 4.5⭐️/5 with +16000 reviews on Steam And it’s only on Megaeth

@hotpot_dao fuck I need this

黑天堂

@chefgoose @megaeth lemme in 🐇

Starting a @megaeth group chat, if you want to be invited, comment.

@Showdown_TCG @404bunnies 🍀

We're partnering with @404bunnies for a Glitchy Bunnies GTD whitelist giveaway! 🎁 Follow @Showdown_TCG and @404bunnies, and reply to this tweet with a🍀emoji. We'll pick 5 lucky winners. Furthermore, Glitchy Bunnies will sponsor our weekly events with extra WL. Let's play!👇

@zachxbt @hotpot_dao imo if you decide to use ethos score as a criteria there should have been some harsh penalty for a score that low that prevents a situation like this

@hotpot_dao >curate an investor base that’s in it for the long term >give known grifter like Kook max allo who regularly scams his followers for $5K-10K bc he’s friends with bread

the decision we made wasn’t all easy but ultimately, our motive was to curate an investor base that’s in it for the long term ( and yes I know most chains go to zero, and yes I know most people leave you after tge, and yes I know it’s nuts to do this in public) but at least, let mega try, and let us bring transparency, accountability and no bs execution to the space

@mtndrew this should easily send btc to 250k, eth to 8k and usdc to 15

my quick research puts $6 - $16 billion dollars going into crypto from this

@AgentChud plot twist: it’s truffles

@satsdart @bread_ @TheCryptoNexus @vydamo_ @notthreadguy talk to bread about life and markets for a few hours and crime is legal now 🤝

@bread_ @TheCryptoNexus @vydamo_ @notthreadguy Rightfully so no? Naturally people will not like when in such a competitive allocation system a known scammer and bad actor scores very highly

Why does Bread seem to think Kook is just a misunderstood funny poster??? Why does he continue to defend this retard who would sell his own mother for 1% of the most dog shit coin you can imagine? Kook has participated in the undisclosed paid shilling of hundreds of blatant scams over the past few years, rinsing his audience repeatedly on one day toppers that he sells immediately after shilling, literally too many to count His only disclosure is a general vibe of "haha I'm a scammer' - he hides in irony and then when someone calls him out he says "ahhh yeah bro well I said I'm a scammer 😎". Granted, he has done this less and less recently (because of the money he made doing it), and maybe that is where Bread is basing his defence on, but he is literally one of the most egregious scammers here There is lots of proof of this onchain, and I'm sure you could also just scroll his feed and see it for yourself It is incomprehensible to be defending this guy from a position you're in

@0xJohannes_ bleed out the hedgors