think $JTO good spot alt buy & hold here, extremely beaten down after 10/10 and general underperformance of sol alts
combined w/ @jtx_trade launch soon directing 80% of all fees to $JTO buys while they already run a lot of solana's core infra
this could 3x relatively quickly
We are thrilled to lead back-to-back financings into @MeckaAI to build infrastructure for robots to learn about the world and deploy reliably.
Mecka is the fastest-growing revenue company we've ever invested in and is still accelerating.
Thrilled to deepen our partnership with @joshavata@jasontheutopian and the entire Mecka team.
Or go to the Presidio, jump in the ocean, get a coffee at The Mill, watch sunset at Twin Peaks, ride a bike anywhere, see live music, eat a burrito, take a grass nap in GG Park, have beer at The Page, watch the Bay Bridge lights, wander Chinatown, wander Ferry building, run across GG Bridge, walk Fort Funston, eat the best meal of your life with friends…drive any direction for 2hrs. And be deeply grateful for the heavenscape you live in.
Cantina was mentioned thrice in @Apple's security update yesterday.
We're doing our part in the looming bugapolypse to protect critical infrastructure.
Update your Apple devices 🫡
coding is 70% solved. most people have not written a single line of code in 2026.
the next problem to solve is continuous security. 24/7 running in the background checking your code and every step in the development lifecycle.
I’m excited to announce that DFlow has been acquired by MoonPay.
DFlow has consumed almost every waking moment of my life since I started it in 2021. An incredible amount of work has gone into it over the years with tangible growth results that reflect the massive effort of the entire team.
Today, DFlow is integrated almost universally across trading apps on Solana. Transactions constructed by DFlow are in almost every block produced on Solana. We’ve served millions of traders across the world. We’re constantly on the frontier of the technology powering markets, working with the largest and most cutting edge businesses in next-gen finance like Phantom, Kalshi, Coinbase, and hundreds more.
I’m proud of what we’ve built so far and excited to work with Ivan and the MoonPay team on the next phase of insane growth.
BREAKING NEWS: @MoonPay announces acquisition of @DFlow
DFLow’s DEX aggregator and prediction markets API has powered tens of billions in transacted volume. They now join the world’s most-used onramp to create a complete and seamless onchain consumer experience.
The next stage of @USDai_Official is more execution:
See what we've done in the last 6 months, and where we're going in the next 24 months, and how the most important commodity of the AI sector (GPUs) is turning into a new asset class 👉
Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry
Thanks @domcooke for spending months on researching and writing this piece. Einstein once said, "If you can't explain it simply, you don't understand it well enough." By that measure, Dom has blown me away with how deeply he came to understand Hyperliquid and what we're all building together.
When someone asks what "housing all of finance" means, I'm proud to point them to this piece. I hope readers appreciate just how much Dom and his team put into their work. It reflects the thoughtful craft that is in Hyperliquid's DNA. Special thanks to @patrick_oshag for taking a bet on Hyperliquid's story.