Bill

1.9K posts

Bill banner
Bill

Bill

@smokercrypto_

It pays to be optimistic; building @Optimism, prev @layerzero_core

NYC Katılım Haziran 2021
978 Takip Edilen1.2K Takipçiler
Angus Lamps
Angus Lamps@0xLamps·
Last week I wrapped up my time with the wonderful @LayerZero_Core team. I have spent the last 3 years working tirelessly with the smartest people I’ve ever met, building something I am truly passionate about. I am incredibly proud of everything we did for Stargate, and LayerZero more recently. Ultimately being an intimate part of ~80 chain launches over the last couple years has taken a toll on me & it’s time to touch grass for a bit. The bridge is home & Stargate is left in the safest of hands, LayerZero will continue dominating interop, and Zero will blow your minds. To be very explicit - LZ, and Zero, will win and my belief in the technology and the team is at an all time high. Through it all, I could not be more grateful for the opportunity and learnings. A true honour. Ad Astra.
English
83
4
256
17.2K
Bill
Bill@smokercrypto_·
A new era for Optimism Welcome to OP Enterprise
Optimist Prime@jinglejamOP

LISTEN UP EVERYBODY! Today we're launching OP Enterprise. We all know that crypto is at the cusp of major mainstream adoption. Nearly every major enterprise has a crypto strategy. We're the only team that has successfully launched chains for multiple companies. We've packaged up all of our learnings into a product offering that will onboard the next wave of enterprises. OP Enterprise is production-grade blockchain infrastructure for companies that want to build businesses, not become blockchain experts. 𝗬𝗼𝘂𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻. 𝗬𝗼𝘂𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲. 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝘀. — 𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 Here's what we keep hearing from enterprises: They're building on infrastructure where the incentives don't align with their own. They're competing for mindshare, fighting to keep users, working against platform economics that extract value from everything they build. Most blockchain platforms don't care if you're successful. Their focus is on their own TVL and metrics - not yours. You launch your stablecoin into an environment that competes with everyone else's stablecoin and hemorrhage capital to onboard your users onto a blockchain you have zero control over. And even if you decide to own your chain, you hit the real bottleneck—onboarding the ecosystem partners you need to go live. Stablecoins, oracles, bridges, wallets, indexers. Each negotiation takes months. Costs hundreds of thousands to millions of dollars. Vendors pick off blockchain teams one by one. We've seen this movie before. Many times. — 𝗢𝗣 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗳𝗶𝘅𝗲𝘀 𝗯𝗼𝘁𝗵 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 — When you own your chain, your infrastructure becomes a revenue-generating asset. Not a cost center. DeFi protocols deploy on your rails. The economic activity you enable accrues to you. This isn't about saving on fees. It's about owning the infrastructure layer where financial value is created. 𝗩𝗲𝗻𝗱𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲 — We've onboarded tier-one partners across 50+ production chains. They're already integrated, contracted, ready to deploy. We negotiate standard terms, manage costs down, and fast-track partnerships that would otherwise delay your launch by 6-12 months. We've done this work already. You don't have to. — 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗴𝗲𝘁 𝗙𝘂𝗹𝗹𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: We run your chain end-to-end. 24/7 monitoring, incident response, security ops, upgrade orchestration. You focus on product. 𝗦𝗲𝗹𝗳 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: You operate, we support. Architecture guidance, security assessments, priority patches, direct access to core engineers. 𝗢𝗣 𝗠𝗮𝗶𝗻𝗻𝗲𝘁: Start on our flagship public network with enterprise support. Graduate to your own chain when ready. Same codebase, seamless migration. First conversation to production: 8-12 weeks. — 𝗧𝗵𝗲 𝘀𝗽𝗲𝗰𝘀 99.99% uptime SLO 15-minute P1 incident response Up to 5B RPC requests/month with multi-provider redundancy 10 Mgas/sec baseline, 100+ Mgas/sec for high-volume applications Sub-200ms block times 20k requests-per-second burst capacity Stage 1 security with permissionless fault proofs Optional ZK fault proofs for faster finality — 𝗪𝗵𝘆 𝗻𝗼𝘄 The window for enterprise blockchain has shifted from "if" to "how fast." MiCA is live in Europe. US policy is stabilizing. The enterprises that spent 2023-2024 in exploratory mode are now greenlighting production builds. Enterprise deals are now a competitive space. When we talk to enterprises, we see everyone trying to help them come onchain. But the OP Stack is the only stack that has successfully brought and scaled multiple enterprises onchain. We've seen what works and what doesn't. We've earned this knowledge by building alongside the fastest-growing enterprises in web3. We've encountered every failure mode because we've been doing this longer than anyone else. At the end of the day, enterprises want to control their own economics. They don't want to rent infrastructure from platforms that compete with them. The OP Stack vision will win. Shared standards balanced with chain autonomy. — 𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝘂𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘁𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱 — 50+ chains launched. Not pilots. Production systems serving millions. 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 — We control the entire stack. When we discover vulnerabilities, customers get patches within hours. Not weeks. 𝗗𝗶𝗿𝗲𝗰𝘁 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝘁𝗵𝗲 𝘀𝗼𝘂𝗿𝗰𝗲 — Questions go to the engineers who wrote the code. Feature requests go to the people who can actually implement them. No translation layer. 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆 — We've worked on Ethereum's core protocol. Defined its scaling roadmap. Invented the L2 architecture that powers the industry. 𝗡𝗼 𝘃𝗲𝗻𝗱𝗼𝗿 𝗹𝗼𝗰𝗸-𝗶𝗻 — Open source. Fork if you want. Most teams discover they'd rather work with us—but the choice is always yours. — Our first customers: Unichain — Uniswap needed their own chain. They chose us. Uniswap Labs operates Unichain with Mission-Critical Support—priority response for high-stakes moments where downtime isn't an option. Celo — Scaling mobile payments across Latin America and Africa. Millions of users. Celo operates their network with Mission-Critical Support, ensuring enterprise-grade backing in emerging markets. Different use cases. Same infrastructure. Same commitment to their success We are here today because partners like these rolled up their sleeves and built together with us. — 𝗪𝗵𝗼 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿 Fintechs building next-generation financial services Centralized exchanges launching tokenized products Payments companies building cross-border rails Financial institutions exploring tokenization and digital assets If you need infrastructure that performs without the operational burden—and you want to own your economics instead of renting them—OP Enterprise is for you. — OP Enterprise is a major focus for us in 2026. We have active engagements across fintech, exchanges, payments, and financial services. The direction is clear: the OP Stack is becoming the standard for the next generation of financial systems. This is the first of many announcements to come. If you're serious about building onchain, we should talk.

English
0
0
7
250
threadguy
threadguy@notthreadguy·
we desperately need more equity perps i don’t want to bridge to robinhood
English
169
8
520
78K
Bill
Bill@smokercrypto_·
@jinglejamOP Banger. See you in the ring 🔴
English
0
0
2
177
Optimist Prime
Optimist Prime@jinglejamOP·
I’ve been wanting to talk about this for a while. The truth is… Optimism did too much and focused too little. We massively over-hired without a clear strategy. And token price is in the gutter. We’ve been bathing in tactics for a long time, clinging to previous successes like launching Base, Ink, Unichain, Worldchain, Soneium… without building the operating machinery to continue that momentum into a market that’s dramatically different today. Sun Tzu says: “Tactics without strategy is the noise before defeat.” For a long time, I rationalized our difficulties as due to regulatory uncertainty, market noise, and the impossibility of coordinating 3+ independent organizations. But at this point, doesn’t matter. The world today is vastly different than when Optimism started. So we’ve been upgrading Optimism for this new world. We’ve parted ways with many talented teammates, re-unified execution under a single entity, and re-built our engineering and enterprise sales orgs. The goal is simple: 1. Build the most scalable financial infrastructure 2. Bring enterprises and their assets onchain 3. Maximize the productivity of those assets Enterprise deals are now a competitive space. When we talk to these enterprises, we see Solana, Tempo, Arbitrum, Avalanche, all trying to help enterprises come onchain. But I’m confident OP Stack is going to beat them all. Why? The OP Stack is the only stack that has successfully brought & scaled multiple enterprises onchain. We’ve seen what works & what doesn’t work. We’ve earned this knowledge by—honestly—wasting a lot of money. We’ve seen every single enterprise blockchain failure mode because we’ve been doing this longer than anyone else. Here’s why enterprises consistently end up choosing OP Stack: enterprises’ expectations on scale and reliability are far beyond what Web3 is used to, and the OP Stack is the closest to what enterprises need. That’s not a coincidence - we’ve co-developed this infrastructure alongside the fastest growing enterprise in web3: Base. At the end of the day, enterprises want to control their own economics. They aren't gonna be sharecroppers on Stripe's blockchain. The OP Stack vision will win. Shared standards balanced with chain autonomy. The starting gun is now. See you in the ring.
English
189
91
993
251.1K
Bill
Bill@smokercrypto_·
@domdotx Be honest have you seen a single ep of up only
GIF
English
2
0
5
87
Dom | 𝕃ℤ
Dom | 𝕃ℤ@domdotx·
If cobie says uponly, we can only go up
English
6
0
17
1.1K
Bill
Bill@smokercrypto_·
@intern you guys checked that privy could handle such demand right... right?
GIF
English
0
0
4
613
intern
intern@intern·
so the monad airdrop claim just took down privy across the whole industry
English
230
21
881
96.9K
Ansem
Ansem@blknoiz06·
im so excited bros
English
213
19
551
81K
Bill
Bill@smokercrypto_·
@Bakxys Beastmode, to be precise
English
0
0
3
61
Simon Baksys
Simon Baksys@Bakxys·
While others chase logos, we’re heads down creating real value for the world. $16.8B/mo of value to be precise.
Simon Baksys tweet media
English
5
1
42
1.8K
possibly spam
possibly spam@possiblyspam·
It’s been a great 2.5 years in the @monad Community, time to reflect on some of my favorite highlights: - Worked for 2 big Monad eco projects (@LayerZero_Core and @LFJ_gg) - 3-time guest on MITM - Distributed over $100k to fellow Monad Community members - Played in Monad Games - Went to 3 community meetups (Brussels, LA, NYC) - Founded 1st NFT project on Monad (@MonadNomadsNFT) - Onboarded @puresoul0109 to his first of many roles within the Eco (I’m so sorry for this) - Mentored at the evm/accathon at ETH Denver - Met hella chads IRL from the community/team - Onboarded 100+ community members to Monad - Won 4 POAPs in poker - Presented on Monad Shark Tank
English
51
5
154
6K
Bill
Bill@smokercrypto_·
“Can’t wait for ETH Denver” @intern nothing shy of diabolical 💀
Bill tweet media
English
2
0
5
418
LayerZero
LayerZero@LayerZero_Core·
10 BILLION.
English
84
87
837
57.5K
Bill
Bill@smokercrypto_·
@monad this again huh
GIF
English
0
0
3
280
Bill
Bill@smokercrypto_·
@PaikCapital Lunch at antidote convo will be one for the books
English
2
0
1
75
hdf
hdf@PaikCapital·
Was 2 months early, and ETH drew down quite a bit before the stone cold bottom. Not afraid to say I was wrong with the timing. As a trader you have to know when to flip (was max bear ETH for most of this cycle) sentiment. When price moves against you or you feel absorption you should question if your thesis is transitory or permanent. Most theses in crypto are transitory by nature so you should constantly be rethinking through invalidations. Was how a few rly strong traders I know exited SOL at the top when they were bull at the bottom.
hdf@PaikCapital

it might be time. believe ETH might finally have it's day soon. >> ethbtc looks atrocious >> after SBR, narrative for btc lessens >> EF capitulation and drama >> sentiment at ATL >> eth is institutional >> larry wants to tokenize everything (on eth) >> everyone who ever longed has been rinsed GM.

English
9
0
52
58.4K
hdf
hdf@PaikCapital·
The dilemma of changing my pfp to a doxxed photo because people think I’m 40 years old… But also wanting to keep the pudgy lolol
English
23
2
116
53.7K
hdf
hdf@PaikCapital·
Lastly, want to thank my family at @LayerZero_Core , the sharpest, smartest and most genuine people I've met in the industry. After almost 2.5 years at LZ, I'm still incredibly thankful for @PrimordialAA and @MaybeMaxPower for all the guidance along the way. LayerZero solved one of the hardest problems in crypto and now dominates interop completely, and I'm highly convicted it will continue to open up what's possible in this space. Obligatory shoutout to @labsUSD and @SmokerCrypto 🔥
English
7
4
96
45.9K
hdf
hdf@PaikCapital·
GM friends, quick personal update. I’ve joined @GTE_XYZ as Head of Growth to accelerate the adoption of onchain finance. From farming six-figure yields to onboarding multi-billion dollar asset issuers to trading all the tokens we love and/or hate, I’ve only grown more convinced that all of finance is upgrading to composable, permissionless onchain rails. From memecoins to majors to tradfi assets, GTE is building the one interface to bet on the world where value creation and value exchange converge. The surface is barely scratched and there’s an insane amount of work to be done. @enzo_gte , @mlunghi2000 and the team are ready. LFGTE.
English
385
47
1.2K
390.6K
Connor King
Connor King@connorking·
Extremely excited to announce the launch of my next venture: Novora. @Novora_ is a crypto-native proprietary investment firm. We invest across public and private markets and actively support ambitious teams building at the frontier. Novora’s mission is to help visionary entrepreneurs build transformative companies and protocols disrupting open capital markets and technology. At Novora, we don’t just fund the frontier — we forge it alongside our partners. For those that know me, crypto has been a deep passion of mine since day one. I entered the space in 2016 and went full-time in 2017. I launched my first crypto startup while in college. It ultimately failed, but it gave me a chip on my shoulder that I’ve carried ever since — one that fueled the next eight years of relentless work, learning, and growth. Fresh out of college, I took a leap and joined a then-tiny startup called MoonPay — fewer than 10 people at the time, completely bootstrapped. I was the first growth hire, focused on building out the growth and GTM function. In just over a year, we grew the team to 70+, laid the groundwork for a global payments business, and built one of the most transformative products in crypto. MoonPay would go on to raise one of the largest funding rounds in industry history, expand to 180+ countries, and onboard 30 million users. Over time, I realized that while building at MoonPay was incredibly rewarding, my heart was still tethered to the capital markets side of the industry. That led me to Arca, a then-early-stage asset management firm in LA. I wore a lot of hats: BD, IR, liquid investing. I helped personally raise over $35M from institutional investors, launched new initiatives, and deepened my understanding of asset management and capital formation. Being at Arca during the first wave of institutional adoption was an invaluable experience. In 2022, I had the opportunity to join Social Capital and work alongside Chamath to build out and run their first liquid crypto fund. At the time, they had made a few venture bets in the space but hadn’t yet entered liquid markets — so I came on to lead that effort from scratch. It was a unique experience, and I was fortunate to learn from several sharp traditional long/short portfolio managers. Although I was focused solely on crypto, many of the frameworks, disciplines, and mental models I absorbed carried over directly. At the end of the day, markets are markets — no matter the asset class. Unfortunately, during the 2022 drawdown, the firm decided to cut exposure to the asset class, however, the experience was deeply rewarding and left a lasting impact on how I think and invest. If you were involved in the industry in 2022, you know how brutal it was. At one point, it was the lowest low I had ever experienced personally. Life punches you hard in the gut sometimes. But during those moments, you realize how cyclical life can be — and you have to dig deep and decide whether to stay down or rise stronger. I took some personal time off at the end of that year to reflect on what I wanted to do next and how I wanted to spend my time. I felt a strong urge to return to building and operating — to contribute something productive to the space. That journey brought me to Irys, a small but mighty team building powerful infrastructure for the onchain world. When I joined, we were a 7-person team. No one really knew who we were. We didn’t have much of a footprint — but we had built something incredibly valuable. Over the next 18 months, we raised additional capital, generated 7-figures in annual revenue, scaled the team, and found our stride – driving impact at a global scale. That chapter was truly special. It brought me to NYC, allowed me to explore the world, and gave me lifelong friendships. In October of last year, I stepped away from the company to begin the next chapter — to pursue my own goals. I knew I wanted to build something of my own. After a lot of reflection and conversations with close friends and mentors, the vision started to crystallize. I wanted to create something that allowed me to pursue my true passions: investing and operating. I’ve long been inspired by investment firms in traditional markets that take an activist approach — operating alongside the companies they invest in and driving real outcomes. That philosophy stuck with me. Novora was born from a simple but powerful idea: That an investment firm in crypto shouldn’t just allocate capital, but should build alongside the teams it backs. That we can bring a principal mindset to early-stage partnerships. That activism, strategic support, and hands-on collaboration belong in this space — especially in public markets. And that it’s not only possible, but necessary, to blend investing and operating in a way that drives meaningful, long-term impact. Earlier this year, I came across a blog post by Graham Weaver titled “How to Live an Asymmetric Life”. Weaver highlights how principles from investing can be applied to personal growth, and most importantly, he emphasizes seeking opportunities where potential gains significantly outweigh the potential loss. In the blog, there are four key principles he outlines: Do Hard Things Do Your Thing Do It for Decades Write Your Story These words stuck with me. Because when you pursue meaningful work, commit to the long term, and take a bet on yourself — you unlock the chance for deeply asymmetric outcomes. Starting a company might be one of the most asymmetric things you can do in life. At a time when crypto feels directionless — when leadership is often missing, or worse, driven by ego over integrity — I believe there’s a real need for people to step up with purpose. I’m not perfect, but I aspire to lead with character, consistency, and class. To operate with integrity. To show up for others. And to lead by example — not just in what I say, but in how I build, invest, and treat people along the way. I’m incredibly grateful for every chapter that’s led to this one. Each role, each relationship, each risk — they’ve all equipped me to take this leap. Thank you to my family, friends, and mentors who’ve supported me along the way. I’ll never forget it. The best stories are the ones still being written. This is only the beginning. More life.
English
168
26
475
59.8K
Bill retweetledi
Bryan Pellegrino (臭企鹅)
Bryan Pellegrino (臭企鹅)@PrimordialAA·
@danreecer_ @BlackRock @apolloglobal Lol does that mean if I wrap BTC I now power $2 Trillion in assets? Did @solana themselves own this or did you wrap SOL in a way anybody can wrap SOL? If 5 people wrap SOL should they all claim $82B x 5 powered? Let's try to use some legitimate metrics here for sake of industry
English
12
1
64
14.1K