pythianism's profile picture. Co-founder @hiframework. Tweets not financial advice. Views my own.

Vance Spencer

@pythianism

Co-founder @hiframework. Tweets not financial advice. Views my own.

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on w/ @pythianism & @im_manderson talking the state of crypto markets following the black friday washout this is gonna be good

Rollup TV: Klyra, Chaos Labs, Recall, Framework Ventures x.com/i/broadcasts/1…



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intocryptoverse's tweet image.

Wow new info.sky.money! P/E of 7.06

pythianism's tweet image. Wow new info.sky.money! 

P/E of 7.06

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All time highs in October.


How many of you are still fading @intocryptoverse


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Stablecoins will capture meaningful bank deposits in markets where demand for reliable dollars is highest. Plasma is building the infrastructure to absorb this demand.

Plasma's tweet image. Stablecoins will capture meaningful bank deposits in markets where demand for reliable dollars is highest.

Plasma is building the infrastructure to absorb this demand.

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Hyperliquid’s fully onchain liquidations cannot be compared with underreported CEX liquidations Hyperliquid is a blockchain where every order, trade, and liquidation happens onchain. Anyone can permissionlessly verify the chain’s execution, including all liquidations and their…

chameleon_jeff's tweet image. Hyperliquid’s fully onchain liquidations cannot be compared with underreported CEX liquidations

Hyperliquid is a blockchain where every order, trade, and liquidation happens onchain. Anyone can permissionlessly verify the chain’s execution, including all liquidations and their…

True story

USDT is the best collateral for derivatives and margin trading. Liquid, tested by fire. If you use as collateral low liquidity tokens, some bananas, a horse, 3 olives and a chewed bubblegum, then brace yourself when market moves.



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There’s several issues here. First, even if we agree to go with a middle ground, then USDe should have been allowed to depeg for DeFi to .995 rather than be hard coded to 1. This is safer because there could be instances where the deepest pools of liquidity depeg more than…


Total USDS supply has grown to $8.07Bn USDS & DAI remain pegged to $1 with $2.6Bn in USDC available to facilitate withdrawals within a single ETH block All efforts to move crypto to decentralized venues must be redoubled while growing safely + profitably

pythianism's tweet image. Total USDS supply has grown to $8.07Bn

USDS & DAI remain pegged to $1 with $2.6Bn in USDC available to facilitate withdrawals within a single ETH block

All efforts to move crypto to decentralized venues must be redoubled while growing safely + profitably

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not enough people are emotionally prepared for if it’s not a bubble


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Dropping the list of the 20 biggest @SkyEcosystem voices running (YTD) Let's talk about $SKY Sky Ecosystem is a decentralized finance protocol and community that evolved from MakerDAO. Launched in August 2024 as part of MakerDAO's rebranding Sky focuses on providing…

aslibhai111's tweet image. Dropping the list of the 20 biggest @SkyEcosystem voices running (YTD)

Let's talk about $SKY

Sky Ecosystem is a decentralized finance protocol and community that evolved from MakerDAO.

Launched in August 2024 as part of MakerDAO's rebranding Sky focuses on providing…

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1/ Senate Democrats are trying to kill market structure. A group just sent a counter-proposal to the RFIA and it is deeply unserious. These Senators claim to be pro-crypto, but what they propose is basically a crypto ban. It's hard to imagine a good deal happening right now 🧵

🚨SCOOP: A dust-up between Senate Democrats and Republicans over a leaked DeFi regulation proposal from Democrats is unfolding behind the scenes, stalling bipartisan market structure talks and potentially pushing a markup date even further out. More to come in tomorrow’s…



Ken Griffin had a negative take on tokenization yesterday, his point being that securities trading is already efficient I understand Ken's take, but it misses the point that tokenization's primary use case is not trading. Tokenization's main use case is to facilitate better…

pythianism's tweet image. Ken Griffin had a negative take on tokenization yesterday, his point being that securities trading is already efficient 

I understand Ken's take, but it misses the point that tokenization's primary use case is not trading. Tokenization's main use case is to facilitate better…

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Must read deep dive on Sky!


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🔥 UPDATE: Plasma network’s DeFi TVL climbed 17.77% in a day to $6.37B, overtaking Tron.

Cointelegraph's tweet image. 🔥 UPDATE: Plasma network’s DeFi TVL climbed 17.77% in a day to $6.37B, overtaking Tron.
Cointelegraph's tweet image. 🔥 UPDATE: Plasma network’s DeFi TVL climbed 17.77% in a day to $6.37B, overtaking Tron.

They’re called possessions because they haunt you like little ghosts


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Another amazing write-up on @meanwhilelife by @matt_levine, who immediately focused on the most interesting but overlooked part of our business: we're building long-duration debt capital markets in BTC, or as one investor put it "@apolloglobal invests in the Apollo of crypto!"

ztownsend's tweet image. Another amazing write-up on @meanwhilelife by @matt_levine, who immediately focused on the most interesting but overlooked part of our business: we're building long-duration debt capital markets in BTC, or as one investor put it "@apolloglobal invests in the Apollo of crypto!"

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Why did @Tether_to invest in @Plasma? Because most blockchains are still chasing hype instead of solving real problems, too many are optimized for fast meme coin listings instead of usability. But the real-world utility of USDT proves something deeper: if you build tools that…


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In just over two weeks, Plasma ranks 5th by stablecoin supply. The chain for money is already here.

Plasma's tweet image. In just over two weeks, Plasma ranks 5th by stablecoin supply.

The chain for money is already here.

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