Muddu-™

@0xDeployer havn't we seen what you are describing here the last few years? From my view there clearly is a token/ equity alignment problem and the market will find a solution.

fair launch tokens are an incredible model for bootstrapping attention and liquidity. these are the safest, strongest tokens imo. no team allocation. tokens are earned. and fees earned from a popular token are enough to sustain the business to keep growing -- but its not an egregious amount. if the team wants more of their token they can buy it on the open market post launch. beautiful. in an industry plagued by crime and where many founders stay anonymous fair launched tokens are one way to bridge the trust gap. another opinion i am crafting -- that i'm not as confident on yet but my instincts are telling me theres something there. is that token holders should not have equity in the company. equity should be reserved for the team. token holders get to continuously benefit from the work and innovation of the team from TGE. token holders get paid before the team -- while the team takes the risk and puts in the work. sure, token holders risk capital but if you are buying tokens you know that going in. token holders benefit on the way up. team can grind for years and token holders can profit more than the team during this time. tokens give everyone anywhere access to upside in an early stage company. the upside comes from attention and tokenomics. everyone becomes an angel investor. no government organizations involved. all completed on a trustless blockchain. that said 60 - 70% of angel investments go to 0. if you're investing in tokens you should assume this range too -- maybe even higher. this again points to fair launched tokens being superior. team can't rug liquidity and dont hold 70% to dump on the market. the risk is that the project fails or the founders simply give up. so now that i'm at the end of my post i think im a bit more confident in saying tokens are how the entire world trustlessly gets access to early stage projects and benefit on the way up. equity is the long game reserved for the team -- much less likely to be worth anything at all, but if it is then the team deserves that win. stop trying to fit tokens into equity. they are two separate things. i dont buy the token equity misalignment theory. both benefit in different ways and have different risk profiles. and this works if the token is fairly launched. it doesnt work if you have a 70% team allocation.

@tekkaadan i like Lit as well. its a great product and i use it all the time

Man, again. You guys are taking a shit on LIT again lol. Yeah HYPE is a fantastic product and I own a fk ton of that, but I do think LIT will outperform at some point. Will probably not reach the same level as HYPE, but comp is good and I'll bet on both lol.

@P2Pdotme ive dm'd you. can you please check and get back to me

Community investors who invested in size in $P2P We’ve created a Whale Group on Telegram with our investors so the executive team can share closer, more direct updates. If you hold over 75K $P2P tokens, kindly DM us for verification and we’ll add you to the group 💪

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.

There is a common assumption in crypto that the hard problem of adoption is getting people to understand what blockchain is. This is wrong IMO. The hardest problem is much more mundane: it is moving money in and out. When people talk about financial inclusion, they tend to imagine the unbanked person in a rural village who has never touched a financial product. But the reality of who struggles with on and off ramps is far more varied, and far more interesting, than that framing suggests. The friction is different in every country. The enemy has a different name. The workaround people have invented is different. And the solution, if there is one, has to understand all of this at once. In Brazil, the problem is fiscal surveillance. The Receita Federal, Brazil's tax authority, now cross-references every transaction above R$30,000 per month reported by exchanges with individual taxpayer filings. The central bank recently reclassified stablecoin transfers as foreign exchange operations, opening the door to applying the IOF tax, a financial transaction tax that can reach 3.5%, to every stablecoin conversion. Industry groups representing over 850 companies called this unconstitutional. The government paused the plan until after the 2026 election. But the direction is clear: every on and off ramp through a regulated channel is becoming a reporting event. Brazilians are not trying to evade taxes because they are criminals. They are trying to move money without becoming a data point in a surveillance system that was designed for a different era. In Argentina, the problem just changed shape. A year ago, the cepo cambiario, the capital controls that made it nearly impossible to legally buy dollars, was the primary barrier. Milei removed it in April 2025. The peso has stabilized. The emergency is fading. But ARCA, the rebranded national tax authority, is now building transaction monitoring infrastructure for crypto. CNV Resolution 1058 requires registered exchanges to report user transactions. The control mechanism shifted from blocking access to watching everything you do once you have access. The Argentinian crypto user today is not fleeing a collapsing currency. They are trying to preserve financial privacy in a post-cepo world where the state's new project is fiscal legibility. In Venezuela the situation is structurally different from anything in the rest of Latin America. This is not a story about taxes or surveillance. This is a story about a government that controls the rails themselves. The state crypto regulator SUNACRIP is largely paralyzed. The exchanges that operate legally do so under conditions set by the regime. To convert crypto back to bolivars through a legitimate channel, you are by definition passing through infrastructure that the government can see, freeze, or redirect. Opposition figures have said explicitly that crypto's value for democracy movements will only be real when off-ramping has no dependency on the autocratic regime. That bar has not been met yet by any product that requires a licensed intermediary. In Mexico the barrier is the banking system itself. Mexican banks routinely flag and block transfers to crypto exchanges. The 2018 Fintech Law requires exchanges to obtain a license from the Banco de Mexico, a slow and expensive process that limits competition and entrenches incumbents. But the deeper issue is the remittance corridor. Mexico receives billions of dollars a year from workers in the United States. The fees charged by legacy services like Western Union have historically been between 5 and 8 percent per transaction. For a factory worker sending $300 home every two weeks, that is real money lost to infrastructure that exists primarily because there has been no better alternative that ordinary people can actually use. In Nigeria the problem is more blunt. In February 2024 the government ordered telecoms to block access to Binance, Coinbase, OKX, Kraken, and Bybit. The block was meant to stop peer-to-peer traders from allegedly manipulating the naira exchange rate. More than a year later, with new pro-crypto legislation passed and a formal licensing regime in place, the telecom block is still inconsistently active. Some platforms work on Airtel but not MTN. Others are reachable only through VPN. The country with one of the highest crypto adoption rates in the world, driven by real economic needs including remittances, savings, and freelancer payments, is operating its crypto economy through grey infrastructure because the government blocked the front door but left the back door open. In India every single transaction on a licensed exchange is subject to a 1 percent tax deducted at source, on top of a 30 percent flat tax on gains with no loss offsets allowed, on top of an 18 percent GST on platform fees. The government's position is essentially: we will tax it as aggressively as possible without formally legalizing it. The RBI believes that regulating crypto would grant it legitimacy and create systemic risk. So the regulatory framework is deliberately asymmetric: maximum extraction, minimum protection. Indian crypto users are among the most sophisticated in the world. They understand exactly what this asymmetry costs them on every trade. In Indonesia the regulatory authority over crypto shifted in January 2025 from a commodity regulator to OJK, the financial services authority, which now applies bank-level compliance requirements to exchanges. Minimum paid-in capital of IDR 100 billion, roughly six million dollars, to operate as a licensed trader. Executive fit-and-proper tests. Mandatory cybersecurity audits. Enhanced KYC that creates onboarding friction for the 17 million registered crypto investors who are used to simpler flows. The regulator is building for stability. The users are experiencing it as bureaucracy. What all of these situations have in common is that the friction lives at the boundary between fiat and crypto. Once you are inside the crypto system, moving value is fast and cheap. The problem is the border crossing. And every country has built a different kind of border, with different guards, different rules, and different penalties for trying to cross without permission. This is the problem that @p2pdotme is built to solve. Not by being another exchange with a slightly better interface, but by removing the institutional layer from the transaction entirely. @p2pdotme is a decentralized protocol, not a platform. There is no company holding your funds. There is no license that can be revoked. There is no KYC database that can be subpoenaed. There is no front door to block. Trades settle peer to peer, on-chain, in 60 seconds. The protocol matches buyers and sellers directly, using staked USDC and on-chain dispute resolution instead of custodial escrow. @p2pdotme just launched in Nigeria (@p2pmengn). This matters because Nigeria is exactly the kind of market where the distinction between a protocol and a platform is not a technical detail but a practical necessity. You cannot block a protocol the way you block a website. There is no server to take down. There is no app to remove from a store. The transaction happens between two people with no institutional node in the middle that can be pressured or shut down. But let me give you a more concrete example of what this actually looks like in practice, because abstractions about decentralization are easy to write and hard to feel. A Mexican worker living in Los Angeles wants to send money home to his family in Guadalajara. He has a Revolut account with dollars sitting in it. He opens @p2pdotme and buys USDC directly on the protocol, paying with his Revolut balance. He then runs a new order on @p2pdotme: he wants to sell that USDC for Mexican pesos. Someone in Mexico (anyone with pesos in a local bank account) takes the other side of the trade. The protocol matches them. The USDC is locked on-chain. The peso seller confirms the fiat payment. The USDC is released. The whole thing takes 60 seconds. No bank had to approve an international wire. No remittance service took a 6 percent fee. No exchange asked for documents. Two people agreed to do business and the protocol enforced the settlement. This is not a marginal improvement on the existing system. It is a different system. The existing system was designed around institutions that needed to trust each other across borders, and charged accordingly for that service. The protocol replaces institutional trust with cryptographic settlement, which lower costs and almost no time. @p2pdotme does not need a different product for each country. The Brazilian trying to avoid IOF surveillance, the Argentine trying to stay off ARCA's radar, the Venezuelan trying to exit without going through state-controlled rails, the Nigerian routing around a telecom block, the Indian avoiding TDS on every transaction, the Mexican worker sending money home: they all have different enemies, but they all have the same need. Move value across the fiat-crypto boundary without an institution in the middle that can see, stop, or tax the transaction. A decentralized on and off ramp that settles in 60 seconds and requires no intermediary is not a product for one country. It is infrastructure for every country where the intermediary has become the problem. That is most of them.

Mic drop.

One aspect of DeFi that has been getting overlooked is efficiency Yes, there's trustlessness, transparency... but fundamentally a system where anyone can lend and anyone can provide liquidity is much more efficient than one where that is gated

@bread_ @Citrini7 @NukidRedux the next x402 update also has features that make trad rails usable.

@Citrini7 @NukidRedux MPP is a standard that can involve crypto, but is not required. Also has features like streaming that is facilitated through channels. x402 is strictly crypto and leverages a 3rd party to verify onchain settlement. Features like streaming are on the roadmap but not implemented.

I would like a crypto person to DM me and explain how Tempo/MPP works (or is intended to work) for agentic stablecoin transactions.

@CryptooIndia @ArAIstotle is this true?

BREAKING: US and Israel strike new Iranian energy sites, including gas pipeline linked to power plant in Khorramshahr and facilities in Isfahan.

Today, we’re releasing a feature that allows Claude to control your computer: Mouse, keyboard, and screen, giving it the ability to use any app. I believe this is especially useful if used with Dispatch, which allows you to remotely control Claude on your computer while you’re away.

@zolandinho cofounder is indian so makes sense

Robinhood support is a bunch of Indians btw

@CryptooIndia @ArAIstotle can you verify this?

🇮🇷🇪🇺 Iran trolls EU: If you can't protect Greenland from US, we can help!

Question for those who think Trump will TACO on Iran: what exactly does that look like? Declare victory and pull out? Then what? Iran walks away with de facto control over the Strait of Hormuz — the world’s most important energy chokepoint. That is not peace. That is Tehran holding a veto over the global economy. They would have the power to disrupt flows, keep oil prices elevated, punish the West, and extract concessions. And once you TACO under those conditions, the risk of a wider regional war probably goes up, not down, because Iran’s neighbors will not accept that new reality. If you want markets to recover and crude to settle down, the answer is not a face-saving exit. It is taking away Iran’s ability to coerce traffic through Hormuz. Until that changes, the risk premium stays.

@ZeMariaMacedo @ArAIstotle can you check this claim?

Robbinhood Ventures, which holds some of the best private companies (Databricks, Stripe, Revolut, etc), went public on NYSE and is trading at a ~10% discount to NAV Not a good sign for private market valuations when liquid wrappers trade *below* the illiquid underlying

@ye_dennis Seems like pmf has been found. Token integrated into the product as well which is great.

What if AIs become more factual and truthful than humans one day? That might be more worthy of science fiction than AIs programmed to be incapable of error or dishonesty. What if a startup earns more profitable revenue from AIs than humans? That would be beyond my wildest fantasy as a former VC and now founder. Links to X articles below ⤵️

@ArAIstotle can you check this claim please?

Looks like $facy generated around 8k in revenue last week and is on its way to generating a similar amount this week. Also seems like a highly scalable business thats solves a problem in the market.

In the two oil shocks of the 70's the Fed tightened due to the broad inflationary impact of leaving the gold standard and Bretton woods. Oil was a symptom not a cause of inflation In 90 the Fed paused cuts but didn't hike as the economy was recovering from the broad credit contraction of the S&L crisis In 2007 the Fed hiked not due to oil spike but due to an economy in the midst of a leverage bubble. In 2022 the Fed hiked not because of the oil spike but because of massive money printing and fiscal spending All the oil spikes except possibly 1990 are not comparable and fwiw 5 spikes is irrelevant anyway.

@0xKawz As it becomes easier to set up financial agents, it feels likely that is how we will be transacting onchain. Could be wrong, but the clunkyness and complexity of crypto will make it impossible for human mass adoption. For agents its simpler.

@edeldotfinance @andres_solt recording isn't workking. Anywhere else i can listen to this?

Co-Founder & CEO @andres_solt is going live with updates that mark a major inflection point for EDEL. If you’re holding $EDEL (or watching the space), you’ll want to hear this live. Set your reminder 👇 x.com/i/spaces/1jxXg…