Izzy

ML strategies across chains. Building models that actually work. DeFi + TradFi. Open to conviction, closed to hype.

[Mario Nawfal @MarioNawfal]

🇮🇷🇺🇸 Iran is fighting like a boxer with a shorter reach, and the first ship inside its range may be flying a South Korean flag

Anthony Aguilar reads the past month as a fighter drawing in an opponent with the longer arm.

Iran absorbs punches at range, burns American interceptors with every exchange, and forces the fleet to close the distance until a warship sits near the strait where a decisive blow is possible.

On what that blow needs to achieve:

"They don't have to sink one"

Hit a flight deck or a tower and the hull leaves the rotation for years, with the Ford's own repair queue already stretching past 18 months.

South Korea, pressured into sending Aegis destroyers, now provides the coalition's most exposed hull, and Iran reportedly tested American ships with cruise missiles this afternoon.

The reach advantage lasts only as long as the interceptors do, and those are counting down faster than the ships can retreat.

@WeTheBrandon

[Izzy @Izzy1720928]

@IsabellaDEvans Honestly the prediction market angle is different

[Izzy @Izzy1720928]

@michaelbweb3 honestly kinda genius how they tied it all together

[Izzy @Izzy1720928]

@matthewgrok the fixed supply angle hits different 💪🏼

[Mickey from Arcadia @mickeyhardy]

What part of the cycle is it when a company spends a few hundred million extra to make a meme?

[fomoGG @FomoggApp]

News. Trends. Memes. Scouts. Socials. Live.

One app, nothing else open.

fomoGG.

[Izzy @Izzy1720928]

@NickyBuffett @virus_soon the poster alone got me looking twice ngl

[LASER @AgencyLaser]

Next big crypto project is?

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 Raising rates won't bring down oil, and the Gulf's Covid-era debts could turn a closed strait into a banking crisis

Martin Armstrong argued that this inflation is cost-push, oil forced upward by Iran's grip on the strait.

No rate hike touches the price of a barrel, a case he once made to Volcker in person and is making again to a Fed set on repeating the mistake.

The trap he thinks Washington hasn't noticed lies in the Gulf's balance sheets.

The Gulf states borrowed heavily when oil collapsed during Covid, and a strait that stays closed while refineries burn leaves them unable to service that debt.

Sovereign defaults then become a banking crisis, with American banks holding the paper.

His verdict on the two sides:

"They're playing 3-D chess and we're still playing checkers"

Iran only has to survive to win, while America has to keep its bankers and its allies solvent long enough to try.

@ArmstrongEcon @WeTheBrandon

[nordin.eth @nordin_eth]

NFP + Unemployment Rate could decide bitcoin:native’s weekend plan

Two U.S. data points. One big reaction.

🇺🇸 NFP: 55–60K expected

🇺🇸 Unemployment: 4.1–4.2% expected

Hot labor market → Fed gets hawkish again.

Weak labor market → rate-cut hopes come back.

And if both surprise, Expect BTC to choose violence.

[Izzy @Izzy1720928]

@X_supporttop1 Yes

[Izzy @Izzy1720928]

@WangMarkets I never won bruh

[Izzy @Izzy1720928]

@X_supporttop1 Yes

[Izzy @Izzy1720928]

@AlphaLabx Yes ooo

[Izzy @Izzy1720928]

@X_supporttop1 Hello

[Izzy @Izzy1720928]

@WellzOnSol @itswonkick win this king

[Senior 🛡🦇🔊 @SeniorDeFi]

Robinhood Chain is getting expensive fast.

Users paid $4.45M in gas on Sept. 2, 82× more than 11 days earlier and more than Ethereum, Solana and Tron combined.

But the important part is that transactions only increased ~36%.

The real driver was fees: median base gas jumped from 0.02 to 0.467 gwei, while average execution cost went from <$0.01 to ~$0.32.

To me, this is the first real test of Robinhood Chain’s demand.

Robinhood is currently absorbing swap fees inside its wallet until Sept. 29.

After that, users may start feeling the network economics directly.

If the subsidy disappears, does the activity remain… or was cheap execution doing more work than we thought?

[John @CryptoGodJohn]

Onchain market is going crazy. We’ve been catching crazy bangers in @WealthGroup

To be on the top 10 leaderboard you need to atlesst have a 91x

We just started this leaderboard 3 months ago

The best call is a 555x from last night on $MEME

$PONS with an insane 206x

[Introduction.com @introductioncom]

Fully backed. Fully private.
One to one with the people who matter.

September 10.
Introduction․com heads to Stablecon in DC.

→ Members only
→ Founders, executives and investors,
→ Curated one by one
→ Off the conference floor, away from the noise

Access is reserved for members.

The room includes leadership from:
@Grayscale , @krakenfx , @Fiserv , @galaxyhq
and more.

Approved guests get the address.

Access is earned. Links below 👇

[Tangem @Tangem]

Our wallets are IP69k rated, you'll need to find a better excuse than a boating incident 😅