Malisha | Streamflow

Founder @streamflow_fi.
Crypto is the great equalizer.

[Malisha | Streamflow @imprfekt]

Don't be too emotional.
The underlying fundamentals have never been stronger.
We see it with our internal metrics as well.

Overall crypto market activity has slowed; the $STREAM token is down badly, but business KPIs are stronger than ever, believe it or not.

Nothing stops this train.

[Malisha | Streamflow @imprfekt]

@airtightfish @PreStocks low liquidity means it's easy to manipulate, just like pre-tge @WhalesMarket was.

the issue with prestocks is that underlying legal infrastructure is absolutely opaque.

these tokens might not be backed at all by anything

[Malisha | Streamflow @imprfekt]

@crypt0wu equity

[Malisha | Streamflow @imprfekt]

Investors fear these mega-listings will drain liquidity from equities and crypto as capital rushes into new issues, amplified by passive index funds reallocating to track new benchmarks.

But those specific fears are likely overblown. SpaceX (circa US$2 trillion), Anthropic (US$1 trillion) and OpenAI (US$1 trillion) plan to float only about US$200 billion combined—roughly 5% of their market caps. In context, that’s just 0.3% of Wall Street’s total capitalization. Even when these stocks eventually enter indexes, passive funds will likely generate US$60–70 billion in demand. Small initial floats and lock-up restrictions make a systemic liquidity crisis unlikely.

[Malisha | Streamflow @imprfekt]

@mango_ @zinc_cash I've read it, but still don't understand why leave now when it's absolutely crushing?

[Malisha | Streamflow @imprfekt]

@SolanaSkyline People were commenting on how good the venue was!

[Malisha | Streamflow @imprfekt]

@YouKnowEno @pattiruss_ wen fb boss

[Streamflow @streamflow_fi]

Great conversations and even better company at @SolanaSkyline 🗽

Huge thanks to everyone who joined us for NY Tech Town Hall.

@imprfekt, @TechCortes, and @iqramband led a standout conversation on Meme vs Utility, with founders, builders, creators, and investors filling the room.

Sharp ideas, great energy, and exactly the kind of crowd that makes NY Tech Week special.

Thank you for showing up.

[Malisha | Streamflow @imprfekt]

@dcfgod @etherfi_VC @ether_fi It doesn't unless the buybacks are MASSIVE.
The issue with buybacks is that money could've been reinvested somewhere else (in further company growth) vs (effectively) paying back investors

[Malisha | Streamflow @imprfekt]

@c2yptic correct. At the end of the day — government debt is no more real than Bitcoin

[Malisha | Streamflow @imprfekt]

We need to stop calling tokenized assets “RWAs”.

The category name “Real-World Assets” implies that all assets issued natively on-chain are “Fake-World Assets”

[Malisha | Streamflow @imprfekt]

@therealchaseeb looking for the day when we'll swap "spot" for "perp"

[Malisha | Streamflow @imprfekt]

@humfhuang @ycombinator @X never waste a good crisis

[Malisha | Streamflow @imprfekt]

@fuelkek risk-on capital moving away from crypto in general and now global liquidity is faltering, so I personally expect longer and deeper bear market.

[Malisha | Streamflow @imprfekt]

You must be ready for it to be much worse for much longer before it gets any better.

[Malisha | Streamflow @imprfekt]

@brian_smith_0 our data shows the same trend https://t.co/uN1eWDVqMT

[Malisha | Streamflow @imprfekt]

Don't be too emotional.
The underlying fundamentals have never been stronger.
We see it with our internal metrics as well.

Overall crypto market activity has slowed; the $STREAM token is down badly, but business KPIs are stronger than ever, believe it or not.

Nothing stops this train.

[Malisha | Streamflow @imprfekt]

@hosseeb Thank you for sharing, I think a lot of people are struggling in silence

[Malisha | Streamflow @imprfekt]

@timsamoylov @YouKnowEno @JosipVolarevic2 Eno didn't have a chance yet to hear my fdbk, he doesn't know what he's missing.

[Malisha | Streamflow @imprfekt]

@YouKnowEno @thede_plandude @akshatwts @DoctorPrk @JosipVolarevic2 You know, Eno — roasting is how men bond

[Malisha | Streamflow @imprfekt]

@0xelton good one! Are you in NYC for real, though?