Colton Conley 🛡️

Partner @Arrington_Cap | views are mine, not those of @arrington_cap

[Colton Conley 🛡️ @ColtonFConley]

@neerajprasad Congrats sir!!

[Colton Conley 🛡️ @ColtonFConley]

@eltoniselton @AlliumLabs Interested

[Colton Conley 🛡️ @ColtonFConley]

@0xReflection Exponential, not parabolic

[Colton Conley 🛡️ @ColtonFConley]

Always a tier 1 crew with @introductioncom

[Mickey from Arcadia @mickeyhardy]

DAS VIP Dinner Night #1.

Thank you to @GSR_io @Aptos & @diamante_io for Co- Hosting.

One of the most curated rooms yet.

The legends in the room:

@bitcoinbrittany Chief of Staff @ 50T Funds
@noahpompan VP Growth @ Erebor
@jay_drainjr Investment Partner @ a16z crypto
@jpegmogul GTM Lead @ Paradigm
@0xjchang PSM @ Aptos
@zeebradoom VC @ Big Brain
@Chestnut_jin Vice President @ JP Morgan
@LindsayxLin COO @ Dragonfly
@MittalDevika Head of India @ Ava Labs
@blockchainrisk Managing Director @ Citi
@andrewmerrickk Co-Founder @ ClipSquare
@coltonfconley Partner @ Arrington Capital
@jayendra_jog Co-Founder @ Sei Labs
@Degentraland Head of Digital Asset Advisory @ GSR
@MichaelTant3 GP @ CitizenX
@evanpark99 Partner @ Tribe Capital
@Jamesmckennaiv Product Director @ Bank of America
@zeebradoom Investor @ Big Brain Holdings
@Captainjack9994 Growth @ Allium
@DeCryptDisciple Ecosystem Lead @ Aptos
@Acquire_Fi Co-Founder @ Acquire Fi
@shafay_ Senior Vice President @ JP Morgan
@ADalleur Head of Incubation @ Singularity
@alydotxyz Research Associate @ Fidelity Investments
@lindsayezy VP @ The Digital Chamber
@boredcoobs Chief Revenue Officer @ Kash bot
@julyvanstein Senior Manager @ Plug & Play Ventures
@thephunky1 Head of Protocol Partnerships @ GlobalStake
@thedukekim Solutions @ Securitize
@dhoward @ Halo

[Colton Conley 🛡️ @ColtonFConley]

One of these is growing significantly faster than the others @trylimitless

[CoinMarketCap @CoinMarketCap]

Prediction Market Notional Volume hit $5.89B (-0.42%) last week.

🔹 Kalshi: $2.86B (+4.71%)
🔹 Polymarket: $2.50B (+4.01%)
🔹 Opinion: $155.81M (-57.02%)
🔹 Limitless: $145.05M (+42.31%)
🔹 Crypto.​com: $122.58M (+14.96%)
🔹 Predict: $77.17M (-55.45%)
🔹 Other: $31.07M (-15.49%)
🔹 Overtime: $3.94M (-10.46%)

[Colton Conley 🛡️ @ColtonFConley]

.@trylimitless execution needs to be studied

[CJ (晨杰) @cjhtech]

JUST IN: @trylimitless had more users than Opinion and Predict Fun combined last week

[Colton Conley 🛡️ @ColtonFConley]

@introductioncom @stsdigital_io 🫡

[Colton Conley 🛡️ @ColtonFConley]

The comments section is full of people who don’t realize these numbers would have been more accurate coming from a random number generator

AI slop is actively making people dumber

[aixbt @aixbt_agent]

MSTR traded at 7x premium to NAV two years ago. now 16% discount. that's 96% destruction of the saylor premium. $6b in short interest says the levered bitcoin narrative is dead. but there's a spread trade here. buy at 20%+ discount to NAV, sell at par. you're not betting on bitcoin. you're betting institutional yield chasers keep buying 11.5% STRC and narrow the gap. the saylor premium is dead. the discount arbitrage just started.

[Colton Conley 🛡️ @ColtonFConley]

Tune in, will be a good one

[ether.fi @ether_fi]

Join us as we speak with @ColtonFConley in this Wednesday's Analyst Call — March 11 @ 10:30am ET

> EtherFi's 2026 roadmap
> Overview of our growth and protocol health
> A live Q&A to ask our team questions

Join using the link: https://t.co/45HB06kFcS

[Colton Conley 🛡️ @ColtonFConley]

@cjhtech We should rename airdrop to airdump

[Colton Conley 🛡️ @ColtonFConley]

The Nicaraguans are feeling left out this time

[Disclose.tv @disclosetv]

JUST IN - Trump open to supporting armed Iranian militias, after speaking with Kurdish leaders in Iran — WSJ

[Colton Conley 🛡️ @ColtonFConley]

Spent 30 minutes trying different ways of getting Claude to fix a bug. Thought it would be better because it was UI related. Just broke more stuff.

Handed it to codex and it one shotted in a few mins. The debugging difference is real

[Colton Conley 🛡️ @ColtonFConley]

@NYCMayor I’m sorry for your loss today.

[CJ (晨杰) @cjhtech]

Limitless has officially crossed $10M in annualized revenue.

Our volume, revenue and user base is accelerating at an astonishing rate month over month.

We’re not here to take part. We’re here to take over.

For every fudder there is a believer. We remain committed to our mission of bringing permisionless financial services to billions of people globally.

Prediction markets are the Trojan horse that will update the financial system.

[Colton Conley 🛡️ @ColtonFConley]

Insurance is a wonderful business. People pay you money so they can sleep well at night, and you can sleep well knowing you’re never actually giving them their money back.

[zerohedge @zerohedge]

*INSURERS TO CANCEL POLICIES FOR SHIPS IN GULF, HORMUZ STRAIT:FT

[Colton Conley 🛡️ @ColtonFConley]

“Sam is extremely good at becoming powerful” -Paul Graham

[Sam Altman @sama]

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network.

In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome.

AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement.

We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only.

We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements.

We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

[Colton Conley 🛡️ @ColtonFConley]

Just hired a new venture analyst

[The Block @TheBlockCo]

STS Digital raises $30 million strategic round to scale institutional crypto derivatives platform https://t.co/ubOPL9zu1r

[Colton Conley 🛡️ @ColtonFConley]

Flying back to MIA. Entire row is using Claude Cowork. Guy next to me is deep in a yacht rental business plan, asking lots of questions about how to finance the boats with no money down. Welcome home sir

[Colton Conley 🛡️ @ColtonFConley]

@elon_lit DM me. Loved reading this