Ryan Ebner

Portfolio Manager @

Opinions are my own; not a solicitation; not an offer for investment advice.

[Ryan Ebner @RyanEbner]

@fabric_vc @coinbase @base @animocabrands @foundersfactory @autodotfun_ @kash_bot @polldotfun @robinmarketsxyz @rosetta_hl @unifiedmargin Great to see so many teams building in London.

[Austin Barack @AustinBarack]

Aero is imo the fastest horse in a crypto recovery (attached chart as case in point) and it is going live on Ethereum mainnet in ~2 months which should expand its TAM by 4x along with other product releases (like internalized MEV) that should increase the revenue opportunity further. Will be interesting to track

[Blockworks @Blockworks]

NEW: Now tracking @AerodromeFi, the top revenue-generating spot DEX in crypto.

Aerodrome's new dashboard contains over 100+ charts across 10 tabs covering Aerodrome's financials, tokenomics, trading volume, FX volume, traders, liquidity, order flow, and Aero Ignition.

[Tat Thang @tatthang]

X didn't just build a wallet.

They quietly handed two rival crypto factions the keys to a $550M user empire. And only one will walk out winning.

Here's what nobody is connecting:

The infrastructure is already decided. X Money runs on Cross River Bank - the same BaaS layer powering Coinbase's fiat rails and Stripe's payment backbone.

One bank. Three of the most dangerous financial products on the internet. All sharing the same plumbing.

But the crypto routing layer? Still open.

Look at the two people X hired to build the front end:

→ Nikita Bier. Consumer virality architect. Deep Solana ecosystem roots.
→ Benji Taylor. Ex-CPO of Aave. Former Head of Design at Base.

These aren't random hires. These are two generals from opposite sides of the chain war, now sitting in the same office, designing the same product.

Stripe already solved the technical problem: USDC payments live on Ethereum, Solana, Polygon, and Base.

All four work. All four are ready.

So the decision isn't technical anymore.

It's political. It's internal. And it's happening right now inside X HQ.

Here's why you should care:

If you hold SOL: Nikita's fingerprints on the UX could mean 550M users onboarding through Solana rails. That's the biggest organic adoption event in crypto history.

If you hold ETH/Base: Benji's infrastructure DNA runs through every DeFi protocol that X Money will eventually need to settle into.

One of these two just became the most important hire in crypto.

Nobody knows which one yet.

But whoever wins that internal debate will move markets harder than any airdrop ever did.

The chain war isn't on-chain.

It's already been decided. We just don't know by whom yet.

[Ryan Ebner @RyanEbner]

@zachxbt @jerallaire Be Nice

[Ryan Ebner @RyanEbner]

@DefiIgnas Patience

[Mohamed A. El-Erian @elerianm]

As detailed in the press release below, the UK completed its largest-ever issuance of Gilts, which carried the highest issuance yield in almost twenty years.
#economy #markets #uk #bonds

[Ryan Ebner @RyanEbner]

@StaniKulechov Well Said, The biggest risk for AAVE is not the math behind the AAVE Labs buyout nor the speed of which v4 gets implemented vs. v3 or which teams remain or leave.. The risk is missing the opportunity as many institutions come on-chain over the next 18 months due to in fighting.

[Ryan Ebner @RyanEbner]

@tferriss Pretty much everything going forward will be encrypted. Bearish on the theme as it won’t be zcash that wins…

[Ryan Ebner @RyanEbner]

@KyleSamani A similar distinction should be made for the various flavours of staking

[Hayden Adams 🦄 @haydenzadams]

If they tax unrealized gains, they need to pay back impermanent loss for Uniswap LPs

[Ryan Ebner @RyanEbner]

@lukacmp https://t.co/WSPvE92t4x

[Ryan Ebner @RyanEbner]

@ammori @Uniswap Is the Notice publicly available?

[Ryan Ebner @RyanEbner]

@Uniswap Is the Wells notice publicly available?

[Ryan Ebner @RyanEbner]

@crypto And a better source of Alpha if you know where to look or can find the right manager ; )

[Ryan Ebner @RyanEbner]

This is exactly what the industry needs at the moment. https://t.co/qxTNOo6Fv2

[mike hobart @theemikehobart]

Ohhhhh boy 👀

[Ryan Ebner @RyanEbner]

This one's for the allocators and portfolio managers.

Digital Assets are a new inefficient market. Can boring techniques that have been around in the traditional hedge fund world for decades work here?

Our asset management team…https://t.co/qv84Gt7aUG https://t.co/nYdGBw8lU4

[Ryan Ebner @RyanEbner]

I’m happy to share that I’m starting a new position as Portfolio Manager at FORTEUS! # #digitalassets #crypto #web3 #innovation https://t.co/22kf3mzJmg