0xWeng

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0xWeng

0xWeng

@wengevar

head of investments @caladanxyz https://t.co/UBxOHzIa2E

Katılım Haziran 2013
816 Takip Edilen993 Takipçiler
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0xWeng
0xWeng@wengevar·
Investing is my life's calling. Been a private market investor for 10 years. Started out at @MorganStanley's PE group and @GoldmanSachs's special situations group, focusing on distressed assets and complex situations. Jumped at the chance to work for @sershokunin and began investing in crypto in 2021. Now deploying @caladanxyz's balance sheet across early stage projects, liquid tokens, LP opportunities, and the occasional oddball trades (e.g. buying @coinbase senior note at ~50c in 2022 and @GalaxyDigital's stock last summer). Made a lot of friends along the way. Genuinely love what I do. Enneagram 3. Love food, travel, and novel experiences. Believe there's always a deal when the price is right—whether in investing or in life.
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0xWeng
0xWeng@wengevar·
Excited to back team @AxisFDN!
Axis@AxisFDN

Axis is excited to announce a raise of $5 million, led by @galaxyhq, in order to bring institutional yield across USD, Bitcoin, and Gold. The digital asset market still lacks reliable, transparent ways to earn yield that work for both institutions and everyday users, in both bull and bear markets. Too many products depend on inflationary token incentives or singular strategies, making returns unsustainable and unpredictable. The solution? We're building a transparent return stream that is, by design, diversified delta-neutral and weather-resistant to market conditions. With a round led by Galaxy Ventures, and participation from @FalconXGlobal, @OKX_Ventures, @CMT_Digital, @Maven11Capital, @GSR_io, @cmsholdings, and @Marczeller of @AaveChan, Axis is taking a different approach. It's time to bring these quantitative institutional strategies onchain for all of you.

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Mr Plumpkin
Mr Plumpkin@mr_plumpkin·
3/5 revenue sharing mechanisms with users have now been implemented. ✅ lower spreads (up to -90% with olp v2) ✅ loss refunds ✅ referral rewards 🔜 points 🔜 open olp deposits When all are implemented a majority of gross revenue will go directly back to users.
Variational@variational_io

Referral rewards are now live on Omni! Over $1M in retroactive referral rewards have been distributed, and new referral rewards can be claimed from the rewards page at any time going forward.

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0xWeng
0xWeng@wengevar·
x402 seemingly came out of nowhere: with its ecosystem tokens surging and the protocol processing nearly 500,000 payments in a single week, a 10,780% increase in activity. At first glance, it looked like another “AI + crypto” narrative pump. But after digging in, it’s clear x402 represents something deeper, a native payment layer for AI agents. Here’s the foundation: When apps or AI agents talk to servers, they send a request and receive a status code: 200 = OK 404 = Not Found 402 = Payment Required That 402 code has existed for decades, but was never actually used. x402 revives it, turning it into a functional crypto payment rail. APIs can now charge for access inside the HTTP request itself, paid in stablecoins like USDC. So instead of developers managing API keys, subscriptions, or credit cards, AI agents can now pay autonomously on a per-request basis. Why this matters: 1) As AI agents become more autonomous, they need a way to transact, not just fetch data. x402 enables that, using stablecoins as the settlement layer. It’s the first real bridge between AI and on-chain economic activity. 2) Payments are handled by facilitators, crypto-native equivalents of @stripe, verifying and executing on-chain transactions so developers don’t need to build blockchain logic themselves. Not to mention: Serious infrastructure players betting on this becoming standard internet plumbing. The x402 alignment map includes @coinbase, @Cloudflare, @googlecloud, @PayPal Ventures, and @generalcatalyst. To summarize: → Stablecoins finally have a real use case. → AI finally has a payment rail. → Crypto finally has consumer-grade utility. x402 isn’t another cycle narrative; it’s the connective tissue between AI autonomy and blockchain utility. Bullish 🔥
Coinbase Developer Platform🛡️@CoinbaseDev

Announcing Payments MCP, the easiest way for AI agents to get onchain via x402. 🚀 It lets LLM models like Claude, Gemini, and ChatGPT gain access to onchain tools like wallets, onramp, and payments with no API key required. 🧵

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0xWeng
0xWeng@wengevar·
Congrats to @PerleLabs on their beta launch! 🔥 Perle Labs is scaling the human layer by providing structured, verifiable annotation work tied directly to model performance. Real, tokenized value accrues to contributors based on measurable precision and onchain rep. Built on @solana, Perle is optimizing for speed, cost, and transparency. No clunky payouts or legacy bloat. This is how you build AI training pipelines that are verifiable, composable, and globally accessible. This isn't just another annotation app. It’s an entirely new environment for human capital in AI, where the value you create gets recorded, recognized, and rewarded. Early contributors are literally shaping the quality of next-gen AI systems, earning the upside that comes with it. Excited to see where this goes!
Perle Labs@PerleLabs

The wait is over. The Perle Labs beta is now live. AI doesn’t train itself. Every model learns from human insight, and now that layer is finally being recognized and rewarded. Built on @solana. Powered by contributors like you.

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0xWeng
0xWeng@wengevar·
Honored to be included 🙏 From day 1, the mission at @OpenEden_X has been clear: make real-world assets actually accessible onchain with compliance, transparency, and yield that institutions can trust. Still early. The $EDEN ecosystem keeps on getting stronger!
July@dariilnadia

Ranking my top 14 favorite Openeden builders, OGs, Traders, and long term believers this october @OpenEden_X is a Real World Asset RWA tokenization platform with a primary focus on bridging traditional finance and decentralized finance DeFi. Its core function is to bring secure, compliant, and transparent on-chain access to tokenized real-world assets regulated entities and partnerships with world-class custodians and investment managers, to unlock trillions in value by bringing RWAs to the blockchain. The platform has its own native ecosystem token, $EDEN, which is distinct from its tokenized asset products and is reserved for uses like staking rewards, liquidity mining, vault emissions, and other ecosystem participation programs. much respect to : @ZKSgu @arndxt_xo @chainyoda @KuiGas @Edward__Park @wenxue600 @arthur0x @dcfgod @ardizor @thesaint_ @ec_unoxx @0xtodd @wengevar @sanyi_eth_ Thank you for building and inspiring us every day it's your consistency and belief that makes OpenEden unstoppable they are legends make sure to follow them as well for their influence

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Open Campus
Open Campus@opencampus_xyz·
Welcome @caladanxyz to the head of the class. Proud to have you with us on the journey to shape the future of education.
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0xWeng
0xWeng@wengevar·
Omni just hit $1.6B in daily volume with $330M in open interest. A week ago, it crossed $1B for the first time. The OI number grew by another 33% since @variational_lvs posted the stats just 3 days ago. Spreads have been cut by up to 90%, $BTC small order spreads are now tighter than almost anywhere else onchain. You’d pay 50x more in transaction costs on Binance. They’ve refunded over $1M in trading losses to date. Around 2%+ of losses are automatically refunded, including $190k in a single day. The largest individual refund? $21,877. The platform now lists 500+ tokens, has processed over 1M trades, and is averaging 1,200+ daily active users. Recent changes: - Spread discounts were removed in favor of platform-wide improvements - Loss refund odds increased from 1% → 2% - UI precision and performance upgrades - System now built to handle much higher volumes All major metrics, volume, OI, revenue, user growth, are surging week after week. @variational_io is becoming the most cost-efficient, user-aligned venue for onchain perps. The growth speaks for itself. 🔥 For folks who want to try out the closed beta product, here is my referral code: omni.variational.io/?ref=OMNIEVA
LVS@variational_lvs

$1.6B volume today with ~$250M in OI. Our week to week growth in particular has been astronomical for the last few weeks in a row.

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0xWeng
0xWeng@wengevar·
My entire CT feed is talking about this: @coinbase recently acquiring @cobie's @echodotxyz, and with it, the rights to revive the @UpOnlyTV podcast, for a combined $375M. At face value? Feels wild. But it’s actually one of the most strategic acquisitions in crypto this cycle. Let’s unpack it 🧵 🔥 1) Echo gives Coinbase the upstream layer: community-driven capital formation 2) UpOnly gives them the culture + narrative vehicle to capture mindshare Together, this is the playbook: → Fundraising infra (Sonar) → Community narrative (UpOnly) → Distribution and liquidity (Coinbase) They now control the full lifecycle: Step 1: Founders launch tokens via Echo Step 2: UpOnlyTV sparks demand + community Step 3: Listings + liquidity flow through Coinbase Step 4: Profit 👏 Cobie’s move was classic, he memed a podcast into a $25M acquisition. But Coinbase didn’t just buy the meme, they bought attention. And in crypto, attention monetizes faster than ever. Echo has already helped raise $200M+ across ~300 deals. But under Coinbase’s umbrella, it becomes the default interface for web3 fundraising, both for startups and tokenized real-world assets. Expect Echo to integrate directly into the Coinbase ecosystem: wallet, custody, trading, governance. For founders? Faster, community-native capital access. For investors? Earlier deal access without needing VC intros. For Coinbase? A moat in origin + capital markets. It’s also a clear bet on a future where: - Onchain capital formation replaces traditional seed rounds - Podcasts drive distribution, not just storytelling - Liquidity meets culture in a seamless product loop This is infra + narrative, capital + content, all bundled into Coinbase’s next chapter. And I’ll say it: the UpOnlyTV reboot will be the most expensive podcast revival in history. But if it funnels enough founders, capital, and attention into Echo/Coinbase, it might be worth every dollar. Builders build. Memers meme. Coinbase is doing both + Everybody wins.
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0xWeng
0xWeng@wengevar·
Institutional capital is backing blockchain’s leap into education. @animocabrands + @caladanxyz just led a $5M round into @opencampus_xyz, fueling a full-stack on-chain platform for a $3T+ global student finance market: loans, credentials, and payments. But this isn't just a DeFi wrapper on traditional finance. Open Campus is building a new, on-chain learning economy. This raise accelerates effort to: - Accumulate $EDU to reinforce ecosystem value - Expand lending via @pencilfinance_ - Grow EDU Chain mainnet, Wallet, and ID Overall, the Open Campus momentum is real. $EDU is aligning student loans, credential verification, and protocol incentives into a unified RWA thesis. Bullish! 🔥
Open Campus@opencampus_xyz

We just closed a $5M strategic fundraise. Together with our investors @animocabrands @yzilabs @hsg_cap & @caladanxyz, we’re building the future of education, on-chain. Institutional capital is betting big on blockchain’s role in education. ↴

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Keone Hon
Keone Hon@keoneHD·
What Monad has so far: - High quality open-source C++/rust codebase with many HFT-style optimizations and architectural changes - Public audits and clear docs that put the technology first. Transparency -- no hand-waving, no unsubstantiated claims - High-performance system focused on true decentralization, running continuously in testnet with 186 globally distributed validators at 5000-10000 tps - MonadBFT, a frontier consensus mechanism featuring 400ms block times, 800ms finality, large globally-distributed validator set, and tail-fork resistance - Async Execution (while supporting EIP-7702 through the Reserve Balance mechanism) - MonadDb for efficient merkle trie storage - Native code compiler for frequently used contracts - Interconnected community of smart, thoughtful crypto-natives who will grow in influence over the next few years - Ecosystem of promising young startup founders, ready to take their shot - Over $100m in ecosystem funding pre-mainnet - Founder support through DeltaV, the Monad Founder Residency, Monad Madness, and more - Monad Momentum, an incentives program focused on efficient UA and repeatable growth loops to help decentralized apps acquire normie users - A north star of making open-source, decentralized systems more powerful But there's still so much more to do. Are you excited?
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孙 Sun ⚡💵 | ∑:
孙 Sun ⚡💵 | ∑:@hashcoin0·
我记得大概是14个月前，那时候 @0xMGB 刚来 @variational_io 不久 他问我，你能不能在中国找kol体验一下我们的平台，然后发帖曝光一下，我问他：给多少钱？他说：我们不付钱，我们只需要真正喜欢我们平台的kol 我当时就蔫了，这怎么可能？国人kol怎么可能跟免费挂钩呢😅当时perp还没有这么火 一年多过去了，variational 从测试网到私人主网，24h交易量从0到百万、千万、亿到现在10亿，相信跟着团队一起走过来的小伙伴都觉得有点不可思议 自始至终variational没有找过一个付费kol宣传，已经取得的成绩靠的都是产品力和社区的支持。 不过中文社区的发展 @Metabape 也帮了大忙，他从很早就开始免费帮忙推广variational✊猿指导有好东西是真不藏着掖着 不同于其他订单簿perp平台，variational是基于报价的perp平台，所有的做市利润都留在平台内，所以交易成本可以做到很低，现在应该是所有平台里最低的，如果还有打价格战的variational也不怵任何对手 便宜是一方面，性能和安全做的也是顶级，由于隔离结算池的存在，不会出现流动性突然被抽干净的情况 后面要更新的东西还有很多：公共主网、积分、olp金库开放、移动端优化、app端以及pro版本，虽然平台时间不短了，不过仍然算早起阶段。 24h交易量10亿小目标达成，下一步100亿🤗
孙 Sun ⚡💵 | ∑: tweet media
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Defi_Maestro ✺
Defi_Maestro ✺@Defi_Maestro·
Seeing a nice uptick in growth for @variational_io since their recent update. + Trading spread have improved tremendously + Weekly Active users increasing steadily + Daily Trading Vol @ ATH ($772m) + OI ATH @ $125m + $1m in loss refunded to traders + Zero Platform Fees (They earn through trade spreads) Some upcoming features: + Platform Credits + Public OLP Deposits + Points ~ -------- Personal Thoughts: The Variational Team have been steadily building up the platform and onboarding new traders. They are still missing some important order types like scale and twap orders but i do feel that those will be added in the future. I do think that the platform will be able to scale pretty quickly and the Public OLP + Points will open up the flood gates of new users. Considering that the platform is still in close beta, their recent growth have been pretty incredible. I will be devoting a decent amount of capital towards trading on the platform. Hopefully being an early user will result in some nice points once they launch the system. Fingers crossed. Access Code for those interested to give it a go: omni.variational.io/?ref=OMNIMAEST…
Defi_Maestro ✺ tweet mediaDefi_Maestro ✺ tweet media
Defi_Maestro ✺@Defi_Maestro

. @variational_io looking good so far. + Remain operational throughout the market volatility + TVL ATH + Largest net deposits on 12 Oct + Largest Loss refund of $200k in a day on 10 Oct + $688k in Loss refund distributed since genesis + Daily vol back to $280m Pretty impressive stats given that they offer 519 trading pairs on the platform and Points + Public OLP deposits have yet to start. The team is working on reducing the spread for trades so I'm expecting new ATHs in metrics to be hit soon. I'm already seeing some familiar faces moving over to use variational too. Boolish. Variational Dune Dashboard: dune.com/entropy_adviso… Ref Link to access the gated platform: omni.variational.io/?ref=OMNIHJT2B…

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Mr Plumpkin
Mr Plumpkin@mr_plumpkin·
Took many months of work upgrading all parts of the system, but we were able to cut spreads across the board by up to 90%. You would literally be paying 50x more in transaction costs on Binance. AND we refund you back trading losses 2%+ of the time.
Variational@variational_io

The latest Omni release tightened spreads across the board, especially on majors. For example, spreads on small BTC orders have been cut by up to 90%. This now makes Omni one of the cheapest places to trade for all order sizes. Happy trading!

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0xWeng
0xWeng@wengevar·
The $MON claims portal went live yesterday, showcasing a masterclass in building with community at the core. Let's break this down ↓ 230,000+ wallets. 5,500 top-tier @monad community members. Zero shortcuts. Where others chase inflated metrics, Monad doubled down on rewarding the people who actually built, believed, and contributed early. This was airdrop-as-alignment. First, they built custom-built apps like the Monad Community Recognizer and Monad Cards, manual reviews, social graph analysis, and third-party verification via @TrustaLabs AI. Everything designed to keep the bots out and put real users in. Second: Wide reach of users - Long-term DeFi power users - High-volume onchain traders - NFT collectors with real skin in the game - Security researchers and open-source contributors - Builders who showed up and shipped However, the standout goes to the Monad Community. People who showed up before the hype, who believed in decentralization and high performance, who built culture while others were watching from the sidelines. It's not just about "being early" but being awarded as early investors of the @monad community. Hence the cheeky, "Community Last???" tier as being the highest one. What $BTC, $ETH, and $SOL had in their earliest days, passionate communities driven by shared values and irrational conviction, Monad is channeling with intention. There’s a reason why many of today’s crypto leaders started as unknown, idealistic contributors to new protocols. That moment for Monad is now. Looking forward to the $MON TGE soon, and congrats to @keoneHD @0x_eunice for building such a strong community. Bullish. 🔥
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0xWeng@wengevar·
HIP-3 is one of the most ambitious proposals in onchain finance. It transforms @HyperliquidX from a vertically-integrated exchange into a fully modular, permissionless infra layer, where anyone can deploy perpetuals markets on any asset. More than just a technical upgrade, HIP-3 redefines who gets to shape market structure. Builders, not protocols, decide what gets listed, how it's priced, and who earns. And it’s already gaining traction 🔥 ↓ 1) We now have a synthetic index (XYZ100) of top U.S. non-financial equities, tradable with 20x leverage, directly via @BasedOneX and @phantom. 2) @tradexyz is onboarding users through a waitlist, tying its perps to HyperUnit spot. 3) @kinetiq_xyz is solving the 500k $HYPE stake barrier with a launch protocol that lets smaller builders deploy. Then you also have @ventuals is going after pre-IPO equity perps, @liminalmoney with its structured delta-neutral strategies, and @auramoney trading U.S. Treasuries perps using live Pyth oracles. Each of these represents a different vertical. Taken together, they point to a future where perps aren’t just for crypto majors, but for any asset class with liquidity and demand. Moreover... > Onchain builders are creating vertical-specific trading experiences > Financial markets are becoming open-source modules > The long tail of demand is finally addressable If HIP-3 succeeds, Hyperliquid won’t just compete with @binance. It will flip it, by outpacing CEX opacity, diversifying asset types, and unlocking trillions in untapped market cap. From commodities to cultural benchmarks, from niche indexes to global hedging tools, this is just the beginning. @cz_binance better watch out.
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0xWeng@wengevar·
Anyone participating in the Monad Airdrop? Glad to see everything coming together 🔥
intern@intern

How to Prepare for the Upcoming Monad Mainnet Launch Airdrop: - The airdrop claim portal goes live on Tuesday (in 2 days) - The claim portal link will be tweeted from the @monad account - I will be sending a “How to Claim” post from this account on Tuesday. There will also be a few guides on this from official channels. It will be super easy but there will be guides anyway :) - BEWARE OF SCAMS. There are going to be a large number of people trying to scam you. Move slowly, be careful and double check links/accounts Staying up to date: - The @monad account will post all major updates and milestones - it’s the #1 place for staying up to date - @keoneHD is the best source for thought leadership and insight into how the Monad Foundation is thinking about things - @pipeline_xyz for high quality media, podcasts and livestreams - @monad_eco, @monad_dev, @Monad_APAC good if you’re interested in any of these aspects of Monad - Monad Memo newsletter (linked below) Ecosystem - Over $100M raised so far by teams building on Monad! There is a ton going on in the ecosystem and this is the best possible time to dive in and get familiar with it Ecosystem overview: - You can use wallets you already have like Phantom, MetaMask, etc - There will be plenty of ways to bridge (more details coming soon) - Fully EVM compatible so apps you know and love like Uniswap, Curve, etc etc work the exact same - but faster and lower fees - USDC day 1 for stables - Tons of Monad native teams & apps to check out - Keep an eye out for apps that will be in the Monad Momentum incentives program - more on this later - Monad Day 1 trading stack (linked below) - Ecosystem directory (linked below) Highly recommend checking out the teams building on Monad! If you're building on Monad, maybe drop a comment on this thread so new people can find you 👇 Monad Mainnet is launching this quarter - time to get ready

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0xWeng@wengevar·
ONE QUICK FAVOR: If you managed to attend Signal 2025, it would be great if you can fill up this quick feedback survey so we can make future Signal events even more impactful. 5 respondents will get a free ticket to the next Signal! Survey here: docs.google.com/forms/d/e/1FAI…
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0xWeng@wengevar·
Signal and @Token2049 made one thing clear: We’re moving into a phase where substance, scale, and infrastructure matter more than ever. The next wave of winners will be defined by execution, not narrative.
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0xWeng@wengevar·
Finally got down to penning my thoughts on Signal and @token2049, so here are my thoughts. Overall, I found the conversations this year were more grounded (less hype, more substance), with five key themes shaping the current landscape heading into 2026. Let's dive into it 🔥🧵
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Keşfet

@AxisFDN @stripe @coinbase @Cloudflare @googlecloud @PayPal @generalcatalyst @PerleLabs