Arthur

CEO & CIO @DeFianceCapital

Asia-based investment firm focusing on liquid assets.

Previous life in Oil & Shipping

[Arthur @arthur0x]

@hoeflator Hard truths that keep Singapore going

[Arthur @arthur0x]

@wassielawyer Banks take it seriously though, if you're on it basically say good bye to SG bank accounts

[Arthur @arthur0x]

It’s becoming way too common to see friends acting like they have infinite time for life’s big goals. But time flies — and two years later, many are still in the exact same place.

Sometimes the urgency from family, even if unpleasant to hear, is exactly the push we need.

[Arthur @arthur0x]

@HighStakesCap Keep it up king

[Jarl Finland @jalle51]

You honestly have to stand up and give a slow clap for the absolute strategic genius of Vladimir Putin. He launched a three-day war to completely "demilitarize" Ukraine and turn it into a defenseless buffer zone. 1,600 days later, he has accidentally created the most lethal, high-tech military superpower in modern European history right on his own doorstep.. 🇷🇺🤡🇺🇦

A massive new briefing from the atlantic council confirms what military analysts have been watching unfold by mid-2026: Putin’s master plan has backfired in the most spectacular way imaginable. Back in 2014, the Ukrainian military was an underfunded ghost town. Today? They have treated the battlefield like a brutal tech start-up. By ditching old-school bureaucracy and empowering young, creative commanders with domestic tech companies, Ukraine has built a drone arsenal so advanced it is literally making NATO generals blush during joint exercises. 🚀💻

Ukraine is now an undisputed drone superpower. They have single-handedly neutralized Russia's Black Sea Fleet using homemade naval drones, and are currently executing a complete "logistics lockdown" on the ryska armén using massive mid-range drone swarms. If Putin accepts peace now, he has to live next door to a permanently hostile, hyper-militarized powerhouse. If he keeps fighting, Ukraine just keeps upgrading its sci-fi arsenal while Russian troops are still begging for diesel for their 1980s tanks. This is the Kremlin’s ultimate geopolitical nightmare unfolding in 4K. Grab your popcorn, the coping is reaching terminal velocity! 😂🍿

Source: Strategic defense analysis by the Atlantic Council on Ukraine's military evolution (June 24, 2026).

[Jukan @ICML @jukan05]

Why did the KOSPI fall today?

1. Korean leverage trading has climbed to excessively high levels.
2. Ahead of Micron's earnings, profit taking is underway, with talk that buyside expectations have become too elevated.
3. Korean lawmakers are discussing imposing taxes on unrealized gains from stocks.
4. SK Hynix overtaking Samsung Electronics in market capitalization is being read as a market top signal.
Commentary: With Samsung Electronics' earnings scale still exceeding that of SK Hynix, a reversal in market cap can be interpreted as a sign of market overheating.
5. A delay in SK Hynix's ADR listing.
6. The failure of the Korean market to gain inclusion in the MSCI developed markets index, and so on.

[Arthur @arthur0x]

@WazzCrypto Same vibe

[Arthur @arthur0x]

@MapleLeafCap @leopoldasch Agree

[Arthur @arthur0x]

@HikaruiTen This is an underrated article, well written.

[Arthur @arthur0x]

Japan really crushing it this match, 2:0 so far

#worldcup2026

[Arthur @arthur0x]

"So far in 2026, U.S. companies have pulled in nearly 80% of global seed- through growth-stage financing."

Classic example of Power law accelerating in our society.

https://t.co/8ZtZgkqoCl via @crunchbasenews

[Arthur @arthur0x]

It was one of the most obvious pass for me even during the peak DeFi days, lots of lessons already been learned on the Fintech side on third world countries lending.

[Edward Morra @edwardmorra_btc]

I got absolutely rekt by Goldfinch @goldfinch_fi

These idiots mismanaged over $50M of our money. Out of 8 borrowers - 2 are in default and 6 in restructuring. Basically money is gone.

1st time I deposited in Sep 2021, then 2 more times in 2022. It's been fucking five years and I still haven't got my money back in full (and never will), let alone the promised 10% APY.

Dashboard on their website says total loss rate is 20% but in reality its closer to 70% now. Since I requested the withdrawal in August 2023 I received only 30% of my money back. Best case scenario is I get another 10% over the next 1-2 years.

They hired a CRO with a $400k yearly salary who is posting updates twice per month in discord and thats about it. Occasionally they may request $50k - $150k for various other needs. All this money is being taken from the treasury of course.

CT doesn't know about it yet but Goldfinch is closing down soon. There is "wind down" announcement posted in discord, soon it will be public. Their official twitter page is run by a reply bot anyway so who cares anyway.

$GFI token is -99% and imo will be delisted sooner or later because project is dead.

Prime example of how fragile DeFi can be.

[peepeepoopoo @DeepDishEnjoyer]

important to realize that SPCX is not "spacex the company" but the only liquidly tradeable 5% of the company, so it's probably healthier to mentally imagine this as a 100 billion dollar magic box separate from the company as a whole. eth market cap is 200 billion as a comparison

[Arthur @arthur0x]

No better emoji to use than this 🚀

[Arthur @arthur0x]

Think wall street are tradfi managers are underestimating how hard low float high fdv stuff can pump for such high attention name.

Anything below $160 is a gift in short term.

[LJB @hoeflator]

one of the curses of the Chinese mind is the ability to extrapolate decades into the future effortlessly. This is why we suffer from higher rates of neuroticism and various anxieties/thinking disorders vs other races. We must embrace a world where famine is not the norm, but an exception that can be adapted to. Such is the nature of the universe. The low birth rates of East Asia stem from the inability of our populace to trust in a future that will work out, no matter the current circumstances - the future projection of our younger generations into serfdom and various ills marks a genuine disaster for our fertility rates

[@levelsio @levelsio]

Europe has gotten very poor fast while America has only gotten richer in the last few years (especially after inflation)

EU GDP per capita for 2026 is projected to be $51,030/year

US GDP per capita for 2026 is projected to be $94,430/year!

US is almost double as rich as Europe now, and that widening gap has been relatively recent (since 2008)

And if you're in Europe you really are starting to feel it now, the services are very poor, but for American prices

[Taran @Taran]

Lawsuits are at an ATH in crypto - founders rugging left right and centre. Usually a bottom indicator but for the first time in 9 years, there's no one ready to directionally bid altcoins outside of a handful coins. Hyperliquid is this industry's final leg standing.

[Arthur @arthur0x]

@0xsmac Tough life

[Arthur @arthur0x]

This come way sooner than expected

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[signüll @signulll]

almost everyone reads this list as wealth hoarded.

it’s the opposite. each name here is a rounding error on the surplus they unleashed on to the world through both the peripheral individuals (employees, investors, etc) involved & the compounding value of their creation to society in general (which allows others to also pursue greatness).