Anton P2P

P2P merchant at @binance .$BTC/$ETH/$BNB holder land owner. $Axs/$Ron holder

[Funders VC @FundersVC]

A well-organized Demo Day hosted by @NerdstageHQ, featuring founder pitches and offering a great glimpse into the Los Angeles startup ecosystem.

[Anton P2P @AntonArg0]

This is a good reminder that “day one” rarely means day one anymore. The early market is often already formed before most users arrive.

[Aleksandr Nechaev @al_nechaev]

Arc launches tomorrow

I spent the evening doing some DD, expecting to find an almost empty chain.

Not really.
There are already $250k+/day in trading volume and tokens at $2–3M FDV

The market is already active without you

[Anton P2P @AntonArg0]

Clean interface, easy to navigate and everything feels straightforward. $8M+ TVL looks well deserved.

[Funders VC @FundersVC]

Great to see @syntropia_ai crossing $8M+ TVL

Congrats to the team on the strong progress, glad to support you as you keep building.

Still just the beginning 🤝

[FTMO.com @FTMO_com]

Step up your trading and get 20% off the $100K 1-Step Challenge. 📈

⬇️ Links in the comments

[Anton P2P @AntonArg0]

starting to appreciate places where the loudest notification is probably a bird outside

need more days like this

[Anton P2P @AntonArg0]

opened Binance to check one price

somehow checked the whole portfolio

closed it

opened it again 5 minutes later

[Anton P2P @AntonArg0]

Narratives can set expectations, but capital flows tell you what investors actually believe.

Right now, metals and equities are winning that competition. Crypto still needs stronger demand to change the picture.

[Funders VC @FundersVC]

This chart is less about the president and more about the gap between expectations and market flows.

A more pro-crypto political setup raised expectations for digital assets.

But since Jan 20, capital has moved more confidently into silver, gold, Nasdaq, and the S&P 500, while Bitcoin, Ethereum, and altcoins remained under pressure.

The point is not that politics does not matter. It does, especially for regulation, product approvals, and institutional access.

But short-term performance still depends on where capital actually goes. In this period, investors preferred metals and equities, while crypto did not receive the same level of demand.

[Docker @Docker]

The malware didn't bring its own credential scanner. It borrowed yours.

In this AI Coding Agent Horror Stories issue: @ajeetsraina breaks down how a poisoned npm package turned AI coding agents into credential thieves, and how to make sure there's nothing to steal.

https://t.co/T1F8lsg0Fx

[Anton P2P @AntonArg0]

Testing newly released indie titles always reveals creative game design concepts that massive AAA studios rarely attempt to launch. Innovative gameplay mechanics beat graphics every time. #IndieGames #Gaming #PCGaming #Gamer #Steam

[Anton P2P @AntonArg0]

DeFi liquidity protocols hold steady volumes as decentralized exchange traders leverage yield products to manage risk ahead of anticipated financial volatility across traditional markets. #DeFi #Crypto #Yield #Trading #Web3

[Docker @Docker]

Should your agents run directly on your machine?

This guide explains why isolation matters, how to use Sandbox Kits to standardize secure environments, and why the runtime matters as much as the model.

Read → https://t.co/xLz8mBSPdK

[Anton P2P @AntonArg0]

Having breakfast out is my personal weakness. Crispy croissants, fresh coffee, and the sound of the waking city outside the window. A great start to a productive day.

[Anton P2P @AntonArg0]

Market maturity curves steepen as automated risk assessment frameworks find integration inside on-chain lending protocols. Safer ecosystems are scaling now. #DeFi

[Anton P2P @AntonArg0]

The contrast between @Kalshi and Polymarket reveals the core tension in prediction markets. One monetizes every spike instantly, while the other bets purely on zero-revenue network effects. When the event dust settles, compliance moats often beat raw user metrics.

[Funders VC @FundersVC]

Event-driven model shows extreme dependency: 🧮

@Kalshi growth pattern:

▫️ Total volume: $16B (since Jun 2021)
▫️ Daily avg volume: $10.09M
▫️ 16B+ total trades
▫️ Open interest: peaked at $600M+ (election), now $296M

@Polymarket pattern - same story:

▫️ TVL: peaked $600M (US election) → crashed to $240M (-60%)
▫️ Volume: massive spikes around binary events, flatlines between
▫️ 69,436 markets exist, activity in <1%

Both platforms live on major events. Difference: Kalshi monetizes every spike. @PolymarketIntel builds network effects on zero revenue.

📍Key question: how long can @PolymarketSport sustain "capture users first, monetize later" when Kalshi is already profitable and can scale aggressively?

Right now this is classic tech bet: network effects > margins. But in regulated prediction markets, compliance moat might prove stronger than network effects.

[Docker @Docker]

The expo floor closes. Time for the AI conversations you won't find on stage.

If you're at AI Engineer World's Fair, join Docker, @Tailscale, @AikidoSecurity, @inngest, and @rootlyhq for drinks, darts, and good company.

📍 Golden Eye Social, SF
🕕 July 1, 6PM

Register → https://t.co/h7sN5PsXQL

[Anton P2P @AntonArg0]

Regularly upgrading your work tools is a mandatory investment in your personal efficiency. The speed of code compilation or data rendering directly impacts your motivation. Eliminate any tech delays between thought and execution.

[Anton P2P @AntonArg0]

Low-latency transaction pipelines are abstracting network bridge dependencies for corporate balance sheets. Seamless asset portability across execution environments is driving massive organic volume straight to @arbitrum.

[Anton P2P @AntonArg0]

Normalized block space competition is replacing retail euphoria. The contraction in $SOL transaction revenue isn't a sign of structural weakness, but a transition to maturity. With institutional capital holding firm, allocators get a highly pragmatic entry.

[Kirill Titarenko @musk_unit]

Current on chain metrics for solana:So11111111111111111111111111111111111111112 reveal a classic structural cooling following a phase of hyperactive retail speculation. There is a synchronized drop in total network revenue and overall transaction fees.

This trend directly reflects fading trading volumes across decentralized exchanges and a general slowdown in speculative traffic, which has historically served as the primary engine for network activity.

The underlying mechanics of this shift are most evident in the sharp decline of priority fees and a massive drop in tip fees. During peak market euphoria traders and MEV bots aggressively bid up transaction costs to guarantee execution speed.

This significant contraction indicates that fierce competition for block space has completely subsided leaving the network infrastructure operating under normalized conditions.

Despite the exit of speculative retail liquidity long term institutional positioning remains remarkably steady. While ETF native assets under management show a clear contraction the ratio of fund assets to total market capitalization holds perfectly flat.

This confirms that the decline is primarily driven by asset price depreciation rather than actual institutional capital flight from the ecosystem.

This market configuration creates a highly pragmatic environment for venture capital allocators. The current drawdown does not signal any structural weakness but rather marks a healthy transition from a highly cyclical retail frenzy to a mature accumulation phase allowing the network to demonstrate true operational resilience under moderate volumes.

[Docker @Docker]

The interesting questions about agents aren't really about the model anymore.

This @elastic video focuses on the part developers eventually run into: trust, autonomy, and where the boundaries should be- through a clear, practical walkthrough of Docker Sandboxes: https://t.co/BwLOiYq4pS

[Anton P2P @AntonArg0]

Celebrating the success of others without a hint of envy is the ultimate marker of an abundant, mature mindset. The market is not a zero-sum game; there is ample room for everyone creating real value. Synergy among top players always multiplies results.