Alexander Orlov
@SpringSeal
Head of strategy at http://Cyber.Fund
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I’m still bullish - never been better conditions for crypto: 1. stablecoins 2. yield 3. derivatives 4. lending 5. RWA 6. crypto first banks Markets are unstoppable.
This is one of the best breakdowns of the Oct 10–11 liquidation cascade. 👇 What it really showed: - LSTs value calculated by different margin system differently(not 1 to 1) - LSTs liquidity ≠ base asset liquidity - USDe & similar synthetics carry hidden infra risk when used…
Doug's is an important thread to read today. The central lesson that crypto traders of every generation have to relearn is that derivatives are abstractions of the real thing. They are supposed to simulate spot trading in a way that doesn't require the underlying and allows for…
1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. What is ADL? How does it work? And why does it exist?
Hey @elonmusk Asked about the past, Grok decided to answer from the future. x.com/i/grok/share/2…
Everyone ‘knows’ AGI will either make us all unemployed or fabulously wealthy. Except, a rather brilliant (and chilling) paper from a Yale economist suggests it's neither. It says the economy will boom, and our wages... won't. A bit awkward. I've been digging into this 2025…
Indeed. A common misconception is that L2-issued assets are not secured by L1. This is not true, since the whole state transition function of L2 is secured by L1 — so even if L2 sequencer freezes, L1 can force-include special smart contracts to withdraw L2-issued assets.
Please, can we stop with this nonsense? I just covered this in my talk @ETHIstanbul_io today. There's no such thing as "secured by Ethereum" vs "natively secured". Protocols do not secure assets, they secure state that represents said assets. Whether the asset is bridged from…
Exciting news for the @ton_blockchain community! 🚀 You can now stake your $TON via @P2Pvalidator and earn rewards directly through Ledger Live! It's easy, quick and secure 🔐 Head over to Ledger Live now to get started! go.ledger.com/ledger/p2p-ton…
Great things happen when great teams come together 💫 We’re incredibly excited to work with such an outstanding team 💙
A new way to stake ETH is now live in Ledger Live. We’ve integrated @P2Pvalidator, giving you the option to stake Ethereum with a trusted validator directly via Ledger Live. Secure. Seamless. Validator-grade staking. Available for users staking 32 ETH or more, while keeping…
🚨 LIVE NOW: Boosted $SOL staking in @enkrypt! 3 million @myetherwallet users can now access @P2PValidator's unique $SOL rewards right from Enkrypt. No wallet switching. No complexity. Just smarter staking. Start here 👉 p2p.org/economy/enkryp…
Ethereum L1 can scale to 10k TPS, via: > Provers building proofs of L1 blocks, real-time > L1 nodes checking those proofs, instead of re-executing Below @ks_kulk proposes a certain SNARKs market structure: Proposer-Prover Separation, zk-boost & more. An ultimate nerd-snipe:)
Real time proving with zkVMs can help Ethereum L1 scale to a GIGAGAS. In this world, prover networks will be critical infrastructure to connect every proposer to a global set of provers that generate proofs reliably for every single block. @ks_kulk wrote a ETH Research post…
🏦 Serious players need serious staking infrastructure. @P2Pvalidator is now integrated with @balance_canada. Custody-first workflows. Infra-grade reliability. This is staking, the institutional way. 👉 p2p.org/economy/p2p-or…
𝗘𝗧𝗛 𝘃𝗮𝗹𝘂𝗲 || [DCF on fees] × [Monetary premiums] × [Speculative premium] Etherealize report absolutely nails the monetary premiums. Our report focuses on the fee potential of Ethereum and ETH. (link in next tweet) Bullish.
The stars are aligning for ETH: ⏩ $1.25bn ETF inflows over 19 straight days ⏩ Adoption as a treasury asset ⏩ Price turnaround (+100% from lows) Institutions are noticing. We’ve come together to tell the world why. Introducing ETH: Digital Oil for the Digital Economy (1/7)
We’re doubling down on OneBalance. In the future, users won’t care what blockchain they’re on. It’ll just work.
We're excited to announce our $20m Venture Round co-led by @cyberFund_ and @blockchaincap with participation from @mirana and @l2iterative, bringing our total funding to $25m We're also launching the simplest and most reliable way to get your users onchain with our Toolkit!
Excited to invest to Nuconstruct! TOOL will revolutionize Ethereum's transaction supply chain!
Let’s Democratize Inteligent together! See you in SF on June 27.
Join 500+ ambitious builders forging an open democratic future for AI with @demi_network, backed by @cyberfund_ 🌟Announcing the Democratize Intelligence Summit🌟 Free. Invite-only. 📅 June 27, 2025📍SF Registration in replies 👇 DEMi3 welcomes 4 tracks of builders: ⚙️…
This Ethereum thesis by @cyberfund_ maps the root chain role, DA vs L1 moats, and ETH value flow in a rollup-centric world. Essential read for anyone building or allocating in this ecosystem. 🔗 cyber.fund/content/eth
𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗧𝗵𝗲𝘀𝗶𝘀 — Root Chain for the World Computer We invest in, build on and love Ethereum ❤️ — since 2014. cyber.fund/content/eth Here we share our conviction & discuss: ‣ Ethereum's state ‣ Rollup-centric future ‣ L1 & DA moats ‣ ETH value accrual 🧵
Will spend most of June in SF. DM me if you're building anything in open source / distributed / private AI -- and let's meet! (we're also organizing a couple of OSS and distributed AI fosed summits and hackathons with @JoinEdgeCity @AGIHouseSF )
For the last six months, I tried to explained to everyone that there wasn't a strong fundamental reason why Ethereum dumped. And there woudn't be a strong fundamental reason why it would eventually pump again. Don't get me wrong, many of the criticisms about Ethereum are…
Something interesting about this pump: no one’s even inventing a reason. There’s usually at least one popular bogus explanation.
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