Bebert0x

Happy Wednesday. FOMC decision and BIG earnings. Big Tech is coming onchain, meanwhile 60% of the S&P 500 is on a path to tokenization, Visa is moving real money on Polygon, and onchain credit hit 5.58B. A lot to unpack. 1:00p EST @Bebert0x - @PortofinoTech 1:30p EST @Shehram_K - @TrustWallet 2:00p EST @Solofunk - @serotonin_hq 2:30p EST @lalleclausen - @1kxnetwork 3:00p EST Billy Miller - @Securitize See you on the show.

@PortofinoTech at Consensus 2026 𝗶𝗻 𝗠𝗶𝗮𝗺𝗶 (𝗠𝗮𝘆 𝟱–𝟳). Liquidity isn’t a number. It’s how markets are structured. Depth. Distribution. Execution. Stress. If you’re around, let’s connect. #crypto #liquidity #marketstructure #consensus2026

@NodleNetwork Congrats!

We’re thrilled to share that Nodle has been accepted into the NVIDIA Inception Program — a global initiative that supports cutting-edge startups revolutionizing industries through AI, data and high-performance technology. This milestone marks a major step in our journey to enhance Nodle’s decentralized network and edge AI capabilities. By joining NVIDIA’s ecosystem, we’ll gain access to advanced resources, technical guidance and go-to-market support that help us accelerate innovation across the Internet of Things and the broader DePIN landscape. We’re excited to collaborate with @nvidia to push the boundaries of what’s possible in decentralized intelligence and real-world connectivity. linkedin.com/feed/update/ur…

A solid piece I'm seeing shared in quite a few places. I'd add: 1/ In a world of entre, be a preneur. With technological access becoming ubiquitous, judgment isn't the most important resource; agency is. Success, in its typical measures, will increasingly be governed by people who optimize the decision to act rather than over-index on traditional paradigms (e.g. Ivy education to top 3 IB route). 2/ Every decision is an option, and sometimes the free ones are the most expensive. I still fondly recall an old mentor telling me this when I first started trading. By that logic, we're all paying theta (time value) every day, so you might as well maximize your gamma. Practically, that means expanding your luck surface area: breadth of exposure across different problem spaces often compounds better than singular focus.

We’re heading to ETHDenver 🇺🇸 📍 Denver | 📅 Feb 17–21 Our SVP Token Services Adrien Bertholom will be on site to talk all things liquidity, market structure, and token trading. Attending? 👉 DM us to meet up at ETHDenver. @bebert0x #ETHDenver #Liquidity #CryptoMarkets #MarketStructure

TLDR, It's a fugazi. It's a whazy. It's a woozie. It's fairy dust.

@0xturbanurban What's your view on the current lower than usual correl between Gold and Silver @0xturbanurban ?

TL;DR: Commodities are ripping because of AI hardware demands (🥈), central bank buying (🪙) and winter storms (⛽️). This is a reminder that commodities vol can give crypto degens a run for their money. Everyone loves to trade (...or gamble). Although crypto isn't melting faces, it's not going away anytime soon... Commodities are ripping - why? 1/ Gold reserves hit 1995 levels as % of central bank holdings. 💰 debasement doing its thing ($DXY back to 2022 levels, with volatility increasing). 2/ ~50% of annual silver production goes into industrial manufacturing (electronics, solar, etc.). Gold also sees industrial use (conductivity + corrosion resistance, aka the metal that doesn't care about your feelings). AI hardware requirements ➡️ silver demand grows. Turns out training LLMs needs actual physical stuff. 3/ Natural gas 📈 = Arctic Blast knocked ~12% of US production offline. Energy markets trade on regional dislocations. Henry Hub futures: $147/mm BTU discount to north-east cash. Nothing says "free market efficiency" like your neighbors paying 15x what you're paying for the same molecule. What crypto can learn: 1/ Commodities proves fundamentals matter—paper traders eventually 🙇‍♂️ to supply/demand in physical, geographically distributed markets. Especially fun when geopolitics enters the chat. 2/ BTC as flight to quality is crypto-specific (I'd hold BTC over altcoin #673, but that bar is in hell). Central bank adoption? Not close. Meanwhile BTC/Gold correlation flips based on risk-on vs risk-off faster than CT flips on their convictions. 3/ Post-Oct 10 hangover continues. Outside of Saylor falling asleep on the buy button with his well-advertised buys, we're consolidating. Institutional adoption doesn't mean number-go-up super-pumps. Means slow, sustained growth. Painful? Yeah. But turns out building actual infrastructure takes time. Who knew?

@Corkprotocol @RoadCapMgmt @a16zcrypto Congratulations!

Cork has raised $5.5M to build the missing tokenized risk infrastructure for digital assets. Led by @RoadCapMgmt and @a16zcrypto CSX, Cork has raised from investors who recognize the market opportunity of introducing tokenized risk into the digital asset ecosystem.

@PChaibriant @MarioNawfal true that organising a citizen consultation before taking strategic decisions with a few days deadline is the way to go

@MarioNawfal Whatever choice is made for France comes from Macron alone. We, as French citizens, are never consulted; our opinion never matters. He couldn't care less about what we want. We’ve been putting up with his whims since 2017, and now France is a wreck...

🇺🇸🇫🇷TRUMP: IF FRANCE WON'T JOIN BOARD OF PEACE, I’LL PUT A 200% TARIFF ON THEIR WINE “Well, nobody wants him because he’s going to be out of office very soon. That’s all right. What I’ll do is if they feel hostile, I’ll put a 200% tariff on his wines and champagnes and he’ll join." Source: Fox

@Carmcuoc @voiledencre Source: tqt

@voiledencre Le trading n’a strictement rien avoir ak des maths mais ak une gestions émotionnelles, une stabilité personelles, et beaucoup de pratique ak des remises en question et c’est clairement jouable. Meme si sa lui prend 10 ans pour réussir. En 1 année il peut aller plus loins que vous

Je parle à un un 2010 je lui demande il veut faire quoi comme études il me sort « Trader » déjà je commence à vouloir rigoler mais je me retiens je lui dis « quelle école ? » il me dit « avec des cours en ligne » PTDRRR la génération de zgeg qui arrive sur le marché du travail là

@euler_mab Congrats on your journey with Euler and wish you the best for your new chapter

It has been almost six years since I started building Euler. It has been a demanding journey, requiring an extraordinary amount of tenacity, resilience and determination, with real highs (and a few notable lows) along the way. It is a journey that has shaped me both professionally and personally, and as startup journeys go, it has been a complete and formative experience. Last year we achieved something many people told us was impossible. We brought the project back to life and grew to over $4bn in total deposits in under a year. That outcome came from an extraordinary amount of determination and hard work, and from a willingness to experiment and push boundaries. Some things worked very well, others less so. In hindsight, I do not think the fully permissionless vision that Doug and I set out to build in 2020, at least in its pure form, ultimately found strong product market fit. That does not diminish the work or the ambition behind it, but it does point clearly to the need for a change in direction and a fresh vision. Where Euler truly shines is in its flexibility. The protocol is exceptionally well suited to building bespoke credit markets for novel use cases, particularly when combined with high quality asset managers and thoughtful risk curation. As Euler matures, it feels like the right time to make a focused bet on this strength. Leveraging the protocol to support tailored markets that meet the needs of fintech and institutional participants is a natural next chapter, and one for which many aspects of Euler’s design are uniquely well suited. I remain deeply optimistic about Euler’s future, especially around RWAs. As one of the folks collaborating with us this year recently put it: “Looking forward to an amazing launch next year. Euler is super far ahead of all the competition re RWAs, so it will be a fantastic year ahead.” Over the past few months I have spent a great deal of time reflecting on what the next phase should look like, both for the project and for me personally. It has become clear that Euler is ready for change, and I do not want to stand in the way of that momentum. With that in mind, I plan to step back from the day-to-day CEO role and move into a more advisory and product-focused position. This creates space for the next phase of leadership, while allowing me to stay close to the technology and help shape what comes next. I am highly optimistic about the future of DeFi and confident in Euler’s ability to play a defining role in it. Jonathan Han (@0xJHan) will take on the CEO role. Jonathan brings deep institutional experience, strong operational judgement, and a clear understanding of the kinds of partnerships and structures that matter as Euler focuses more heavily on institutional and fintech markets. Our CTO, Kasper Pawlowski, will continue in his role, ensuring continuity across the protocol’s architecture and technical direction. They are both exceptionally talented individuals, and I have a great deal of confidence in them to lead Euler through its next phase. Perhaps reflective of the mine and Doug’s technical backgrounds, Euler has always been an innovation led project. And what we have built together is the part of the role I always enjoyed the most and I am most proud of. Over the years we originated or anticipated many mechanisms that later became mainstream across DeFi, including health based liquidations, reactive interest rates, risk curated isolated markets, fee flow auctions, credit based market making, and account level abstractions, among many others. Even during our most difficult periods, we never stopped building. There remains a significant body of work that has not yet been shipped, including novel fixed rate and cyclical rate products and new approaches to synthetic assets, much of which will reach the market later this year. I also want to pay tribute to the team. Euler has always been a special place to work, with a culture that encouraged people to challenge one another and push for excellence. I am incredibly proud of what we built together and grateful to everyone I have worked with over the years. I want to thank the Euler community and our investors for the trust and support they have shown, and to acknowledge the broader community of builders, collaborators, and partners who helped shape the project. I also want to give a nod to our competitors as well. It was genuinely fun being in the arena together. I will always be team Euler. As far as I am concerned, it remains one of the best pieces of technology in the space with one of the best teams behind it. The best of @eulerfinance is still ahead of us.

charles so shocked someone used cardano he called the FBI to ask if the person was real

𝗖𝗼𝗺𝗲 𝗺𝗲𝗲𝘁 𝘂𝘀 𝗶𝗻 𝗔𝗯𝘂 𝗗𝗵𝗮𝗯𝗶! 🇦🇪 Meet Adrien from Portofino at @solana #Breakpoint on 11-13 Dec, talking market making, deep liquidity and institutional-grade OTC trading. Want to schedule a chat? 👉 DM @bebert0x @SolanaConf #Crypto #web3

@SeiNetwork @GSR_io @monacotrading Congratulations @0xturbanurban , let's go champ

Monaco Research has appointed Goldman Sachs alum Simran Singh as CEO. Singh, previously Head of DeFi Trading at @GSR_io, will align @monacotrading’s development of Wall Street-grade trading infrastructure with the demands of professional traders. "Monaco's infrastructure is going to power the next generation of institutional-grade onchain trading," said @0xTurbanUrban "We're building the connective tissue between DeFi and traditional markets." See you in Monaco ⭕️

Legend in the making, mark my words

@sonyasunkim @3FLabs Congrats on the raise!

it ain't much but it's honest work from the trenches 😇 excited to build @3FLabs with our legendary supporters lfg

@_mattwelter the amount of money you make is not a relevant measure of how much you are stimulated by what you're doing

i have... - an amazing girlfriend - making ~$450k this year - can work anywhere / anytime - live in a house w/ a pool yet i have anxiety every damn day, tight chest, hard to take a deep breaths, intrusive thoughts, always feeling not enough, can never relax what went wrong

@0xLouisT Tricky part is ... Unless you print revenue (you probably should, but we all know the % of protocols actually profitable) or received a lot of love from VCs, how do you diversify your treasury so you can last longer than the hype around your token?

You should probably be asking why so many Foundations hire ex–hedge fund/options/quant/structuring guys as their directors… Seems a bit odd for an organization supposedly focused on "developing an ecosystem". Wouldn't have been my first pick for the job...

@HMsheikh4 "you're not serious, right? ...right?"

For every fetch wallet which creates an account on asi1.ai , fetch foundation will burn 50 $fet. Reconciliations and burn every week. Let’s push the utility and create value.

@HMsheikh4 Just agree to waive the confidentiality and community will see who's truthful and who's not 🤷‍♂️

I’m deeply sorry to our community that this drama is unfolding and $fet price is hugely affected. While we continue to bring Ocean to question we are also working towards an improved tokenomics to stabilize the damage caused by Ocean’s malicious actions. We will start releasing the changes over the next few days. Together we will come out of this stronger!