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I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales…
The weird thing about this bull market (if it is/was one) is that talent didn’t meaningfully enter the crypto industry In previous cycles, we always saw an influx of founders and talent. This time, we got more liquidity in stables and majors, but talented young people went to AI
Clicker Farcaster Fomo Frens Interface Share Two takeaways: 1. we've firmly rotated into the app phase (in the infra<>app cycle) 2. the most competitive category is "social trading", even more so than token launchpad where the dust has largely settled
recently stopped: - dropped - shut em down - opened up shop never been more productive
recently stopped: - podcasts - todo lists - coffee - routines - news - planning - networking - music never been more productive
The # of new daily active wallets is Pump's ghastliest metric rn Down ~80% from the peak in Nov 24, and lower than the local maxima in June 24 My takeaway: there's not much new liquidity entering the trenches (taking into account that new wallet is no indication of new user)
Value will move from T+1 settlement to sub second settlement enabling dollars to be reused, relent, and redeployed faster than ever. Value will move as fast the internet. Solana, Hyperliquid, and Base to name a few are within an ear shot of making this a reality.
![solana's tweet image. "Solana has emerged as one of the most prominent [blockchains]. Its native applications generated $3 billion in revenue in the past year. Planned upgrades are expected to double the network's capacity by year-end."](https://pbs.twimg.com/media/G34BPwzWYAAVQLO.jpg)
Wild to see how fast asset creation is accelerating, and how cheap it’s become to issue them. Meanwhile, bots are dominating stablecoin activity!
It's interesting that the brand is ChatGPT Atlas rather than OpenAI Atlas (ie. standalone brand a la Sora) Guessing it's because the search brand is ChatGPT, and this is an extension of the search product Alphabet : Google : Chrome :: OpenAI : ChatGPT : Atlas
After Ross's successful clemency campaign, others have tried to follow his playbook But it doesn't work if the messages don't feel earnest. Ross tweeted into a void for a decade baring his inner life and struggles in prison SBF and Holmes' campaigns feel soulless in comparison
The Soham Parekh saga was only ~3 months ago Feels like it's been a year
4 days from BTC ATH to largest single-day liquidation in crypto history There is no other industry that is as entertaining as this one, which is also why it’s destined to win
The lower Mississippi River drainage basin is incredibly toxic The runoff from all the farms and ranches upstream contains an unknowable range and quantity of industrial pollutants
wow, americans in the southeast of the US have a 20 year shorter life expectancy than those elsewhere wtf is going on?
The race for the everything app is heating up Fintechs adding crypto and crypto companies adding fintech Trading apps getting social and social apps adding trading There are obvious favorites but a scrappy team can still out compete the big guys Should be fun couple years
The Cosmos ecosystem suffers from a Cassandra-like predicament It is often the first to come up with some innovation that another project outside of the ecosystem commercializes more successfully 3-4 years later
The wildest stat here: Sports bettors showed a higher % increase (11%) than non-sports bettors (9%) in believing that sports betting is harmful for society This means that the people directly engaging in this activity are telling us it’s bad (no surprise to trenchers)
"In moments that require courage, the market tends to be much much less efficient." Love this line, especially in a world where intelligence is abundant Courage and its close friend, wisdom, are still rare
In venture, everything’s been optimized. The only edge left is courage. Blog below 👇
Fascinating story -- when "don't tread on me" runs head first into "I need to sleep" texastribune.org/2025/10/09/tex…
I think @Polymarket was the first app on an L2 that I used I still remember how weird it felt to transfer funds to Polygon fka Matic and that Polymarket only had markets priced in USDC (PoS!) So many design choices 4 years ago that are table stakes now. Bravo, Polymarket!
Markets on everything. We’re proud to announce that $ICE, the owner of @NYSE and the largest exchange company in the world, is making a strategic investment of $2 billion into Polymarket, valuing us at $9 billion post-money. Our partnership with ICE marks a major step in…
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