sir chaz p. sachsingtonwinkle, III

CFA, CFP, CAIA. Ex-Google, McKinsey, Goldman Sachs. Harvard MBA.

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

cypherpunk technologies ($cyph) will be one of the best performing stocks of 2026, incredibly asymmetric.

nfa. dyor.

thank you for your attention to this matter

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

i like Erik and also hold $VVV but this tirade is getting ridiculous. equity holders have a contractual economic claim to the productive capacity of the business (and the IP) over time.

yes, obviously most rational token holders would trade their trust me bro proxy token-equity-shitcoin for actual equity in the opco at the expense of liquidity.

liq is thin anyway, irrelevant. I own the proxy token-equity-shitcoin bc (i) I fundamentally believe in the business, and (ii) the two instruments ( equity / shitcoin ) may converge over time.

both obviously matter, but if (ii) happens it’s incredibly asymmetric and I’d like to participate in that.

realizing the asymmetry is more a bet on incentives and trust than anything else, as the token likely won’t perform until there’s tighter convergence.

the X tirade is intellectually dishonest. the token is some combo of regulatory / legal arbitrage and a loose at that promise of convergence.

[Erik Voorhees @ErikVoorhees]

@neuromancer_t "Treat token holders like equity holders"

You okay locking up your tokens for an unknown number of years with no guarantee of anything and insufficient voting power to make any changes to our strategy?

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

lack of comms & opacity are a major issue. and the overarching problem is the products launched to date are mostly trust-based, yet @TheIndexFi is fundamentally not trustworthy due to the above. Ie no one is going to use the rwa perps app w/ meaningful scale for this obvious reason.

so my sense is focus on memetic products that require less trust (launch pads, etc.) or solve the trust problem.

[Index @TheIndexFi]

Yes, busy building, can go intern mode if needed.

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

obviously they are not building a shitcoin chain, Jon

[Jon Ma @jonbma]

https://t.co/yoSivsoFwR

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

seems likely that $hype becomes the gateway drug into tradfi realizing $hood’s true potential

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

a lot of crypto VCs would actually have DPI if they funded founders who solved problems and bottlenecks

[David | www.usd.ai @0xZergs]

a lot of crypto founders could benefit from actually solving a problem or bottleneck

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

um well one is equity with you know value accrual and stuff while the other is a shitcoin

[FINN @finnbags]

“claim the fees” is no different than VCs cold DMing founders to get on their cap table, the only difference is that we just made everyone a VC.

We’re going to continue to democratize access to both capital and opportunity at scale.

You’re not wrong, just early.

Get ready for what’s coming next.

@BagsApp

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

who else is jazzed for the blackstone take-private of a decentralized permissionless network token at 10x EBITDA!!!

[Counterparty @counterpartytv]

Santiago explains why ETH is overvalued

“ETH is a 380B asset. It will crank out 1B in fees. That’s a 380 times price-to-sales ratio. Amazon never traded at more than 28 times at the peak of the dotcom bubble”

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

@twentyOne2x everything is for sale

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

no, coca cola made money bc they put cocaine in a beverage and didn’t screw up the residual brand affinity, @chamath

[Rohan Paul @rohanpaul_ai]

“The people who invented refrigeration made some money, but most of the money was made by Coca-Cola, who used refrigeration to build an empire.

LLMs are like as refrigeration. and the Coca-Cola has yet to be built”

~Chamath Palihapitiya

[sir chaz p. sachsingtonwinkle, III @attnmarkets]

@hmr31jcik @AaravZ97 @MiketheCaddie @WileyRaeDermott thank you MartyR