GG Motus

GP @ Motus. Tweets are my own.

[GG Motus @GG_Motus]

Spot chads will inherit the earth

[GG Motus @GG_Motus]

Convincing yourself there has to be a large sell-off so you get the perfect entry is a mind virus.

[GG Motus @GG_Motus]

Imagine still being a SOL maxi

[Omid Malekan @malekanoms]

Many of us have mentioned how the stablecoin yield debate playing out in Clarity, and the arguments made against yield by the bank trades, mirror the battle over money market funds in the 1970s. Well here's some proof.

Here's a letter submitted by the Independent Bankers Association of America (a predecessor to the ICBA) in a 1980 hearing of the Senate Banking committee on money market funds.

As you can see, many of their arguments against stablecoins are almost verbatim a copy from what they argued back then: threat to deposits, harms lending, uniquely dangerous for smaller banks.

And we know today that argument was dead wrong. Money market balances grew parabolically into the trillions, and yet banks remain flush with deposits.

[GG Motus @GG_Motus]

Climate activists furious that AI will kill us first

[GG Motus @GG_Motus]

@vibhu This is pure slop

[Flood @ThinkingUSD]

Solana is in the most perilous place it's ever been in since it's inception.

- Losing RWA market share with no moat
- No viable path to native perps exchange
- Stablecoin pairs dominating volume, losing moneyness
- First mover disadvantage as newer chains come online

[GG Motus @GG_Motus]

@jvb_xyz All time sidelined tweet

[Brad Bourque @BradBourque]

In February, conflict halted Middle East energy exports while oil markets were closed. Offshore traders managed crude risk in real time using onchain perpetuals. Americans waited for Sunday's open.

Today HPC asked the @CFTC to bring energy perps into regulated U.S. markets. ⬇️

[GG Motus @GG_Motus]

Toly can’t make a tie and Hyperliquid lives rent free in his head.

Hyperliquid

[Ben Jacobs @bennypjacobs]

In episode 63 of Scenius Studio I sit down with Greg Girasole (@GG_Motus), CFA, Co-Founder and Managing Partner of Motus Capital Management.

Greg and team have built one of the top performing token-native hedge funds in the industry. With multiple years of outperformance over all benchmarks (including BTC), the team has demonstrated an ability to repeatedly generate alpha and manage crypto’s notorious volatility. When allocators are looking elsewhere for returns crypto hedge funds shine bright.

In this episode we discuss:

➔ History of Motus and the firm’s crypto roots dating back to their time at Citi Bank
➔ Why anyone should invest in a long biased crypto hedge fund instead of just buying a BTC ETF
➔ The benefits of being a fundamental investor with an active presence on-chain
➔ The @HyperliquidX thesis and the upside that the market still hasn’t fully processed
➔ Why Motus has remained disciplined with its investable universe (i.e. tokens) rather than fanning out into other frontier tech/equities
➔ Lighter and Robinhood as Hyperliquid competitors
➔ What’s investable at the intersection of AI and crypto
➔ The broader macro picture and how it influences Motus’ portfolio positioning
➔ Greg’s spicy takes 🌶

Hope you enjoy this episode of Scenius Studio. Links to listen in comments👇

[MotusAK @MotusAk]

the reflexivity to crypto is underappreciated.

[Loris @0xLoris]

.@tradexyz order book depth is 50-300% greater than the next best venue (binance) for top equity perps

hypertradexyzliquid

source: https://t.co/S8R2vUOoMv

[GG Motus @GG_Motus]

@StaniKulechov Any detail on your thought process for programmatic buybacks would be appreciated. Thank you.

[Zack Voell @zackvoell]

"Solana" is just a few hundred people doing this over and over to each other every week while a few of them build new apps to make this easier and faster

[GG Motus @GG_Motus]

@intangiblecoins No man should be posting selfies, especially when they look like that

[GG Motus @GG_Motus]

what you've just said is one of the most insanely idiotic things I have ever heard. At no point in your rambling, incoherent response were you even close to anything that could be considered a rational thought. Everyone in this room is now dumber for having listened to it. I award you no points, and may God have mercy on your soul

[GG Motus @GG_Motus]

@aave Surprised at no commentary around how the team is thinking about automated buybacks in the future. Missed opportunity.

[GG Motus @GG_Motus]

Be a goblin with conviction

[GG Motus @GG_Motus]

Look around your feed. People who have been in the wrong things or wrong side all year extremely confident about what happens next.