Viktor | RockawayX

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Viktor | RockawayX

Viktor | RockawayX

@viktorfischer

Founder CEO @Rockaway_X 🚀 Prev @McKinsey 🧮 Motto: Be good. Do good. 🤍

London, UK Katılım Mart 2007
2.9K Takip Edilen5.4K Takipçiler
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
In entrepreneurship, there is only 1 thing that matters: never give up
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
Overnight repo is a trillion dollar market. Defi replicates the same efficiency but with different collaterals. Existing OG protocols like @kamino and @Morpho will be winners. Curation is so important because risk curators will be the gate-keepers.
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
The future of Defi is super easy "1-click" borrowing / lending against all kinds of tokenized assets. This is a multi-trillion dollar market. In tradfi it takes ±1 month to borrow against your different types of assets. In crypto, it takes ±1 second. Few. 🚀
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Pump.fun
Pump.fun@Pumpfun·
Onchain Agents are taking over, and we’re building tools to accelerate the Agentic Economy on Pump fun The first step: Automated Buybacks for Tokenized Agents - our solution to bridge the gap between agentic success and human opportunity Live now, here's how it works 👇
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Tokens on Solana
Tokens on Solana@tokens·
24/7 breaking news, how it moves global financial markets, and where those markets live on Solana. Follow and turn on notifications. You don't want to be late. tokens.xyz
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
How to make money in crypto: . When you are most bullish: sell . When you are most afraid: buy
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
@rampage4551 100% addictive. I can watch is discombobulating forever :)) There is a future for normies, where they watch AI agents trade and get dopamine hit from them earning (or losing) money
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Rampage
Rampage@rampage4551·
Waiting for your agents output is higher dopamine dose then scrolling shorts. It's like TikTok for engineers
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
crypto: finance is code. AI agents: workers are code
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Viktor | RockawayX retweetledi
Tracy Shuchart (𝒞𝒽𝒾 )
Gold Stuck in Dubai Is Being Sold at a Discount as War Widens Gold is being offered at a steep discount in Dubai, as the war in the Middle East grounds flights and hampers suppliers’ ability to move bullion out of the key trading hub. Many buyers have stepped back from new orders, unwilling to pay exceptionally high shipping and insurance costs with no guarantee of prompt delivery. As a result, rather than paying indefinitely for storage and funding, traders are offering discounts of as much as $30 an ounce to the global benchmark in London, according to people with knowledge of the matter, who asked not to be named discussing market information. Many shipments remained stranded on Friday, the people said, although some bullion had been loaded onto flights leaving Dubai from the middle of this week. (Bloomberg)
Tracy Shuchart (𝒞𝒽𝒾 ) tweet media
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
RWAs drive APY on USDC on @solana - now at 6% 🚀
Kamino Intern@kaminointern

USDC lending APY has been surprisingly high recently on @kamino. no incentives, no locked rewards. 6% APY in the middle of a bear market. the reason? there's high demand for looping across RWA markets, increasing USDC borrows. the risk is different though, quick breakdown. RWAs are not as liquid or as battle-tested as BTC, ETH or SOL. when you lend USDC in the main market for *1.5% APY*, you're lending against highly liquid assets and the bet is mostly on @kamino liquidations clearing fast. historically there’s been no bad debt. but when the collateral depends on real-estate credit or reinsurance underwriting, a black swan can look different: liquidity can be thinner, and in an extreme move lenders could end up indirectly exposed if liquidations don’t clear fast enough. that’s the trade-off when lending into RWA-focused vaults like the one curated by @Rockaway_X. you’re earning more, but taking more risk (still less risk than buying the RWA, and even less than leveraging it). @kamino’s key word is transparency: vault allocations are visible anytime, so it’s always clear what your USDC is actually funding. it’s up to you to decide if the extra APY fits your risk profile. transparent, open source defi.

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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
@dgt10011 How do you source deals as Ideological Investor and how do you value them? Investors need frameworks to give them confidence to make decisions. Without these frameworks, no significant capital will flow into “ideological assets”
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Jeff Park
Jeff Park@dgt10011·
If you’re still investing like Benjamin Graham in 2025, you’re already losing. The Intelligent Investor is dead. Read this to understand how the Ideological Investor is redefining value in the 21st century through geopolitics, AI, and culture. TLDR: Bitcoin is deep value.
Jeff Park tweet mediaJeff Park tweet mediaJeff Park tweet mediaJeff Park tweet media
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Viktor | RockawayX retweetledi
Dune | We Are Hiring!
Dune MCP is live 🔌 Plug Dune directly into @claudeai, @ChatGPTapp, @cursor_ai, and more. Search tables. Write queries. Build charts. Check Usage. All from a single prompt. 💻 Your AI just became a Dune power user.
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Viktor | RockawayX retweetledi
Jacob Creech
Jacob Creech@jacobvcreech·
AI agents will use the cheapest and fastest form of payments that's the easiest to onboard The best place for payments is Solana AI agents use Solana
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Viktor | RockawayX
Viktor | RockawayX@viktorfischer·
Crypto is a leveraged bet on investor sentiment
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