DeepDiveDenny

Former L/S at Credit Hedge Fund | Where's my arc, Paulie?

[DeepDiveDenny @deepdivedenny]

There's a ~3pg. stretch in Predator's Ball with more value on building "culture" than there is in hundreds of lectures, books, and papers written on the subject.

In essence, it boils down to 1) Pay your people really well, 2) Give them autonomy, 3) Make them feel like owners

[DeepDiveDenny @deepdivedenny]

@0xKNL__ Can’t believe we’re getting refmogged

[DeepDiveDenny @deepdivedenny]

@0xMentalIllness CT topblasts the top of stocks on leverage gg

[DeepDiveDenny @deepdivedenny]

I still don’t get why the guy who basically works for Solana is defending Zcash so hard.

[DeepDiveDenny @deepdivedenny]

@trollravioli https://t.co/LMAxTBDo3D

[DeepDiveDenny @deepdivedenny]

@overlettuce Keeping my main bags and added momentum on stuff like NET, NOK, etc. but no core position conviction adds

[DeepDiveDenny @deepdivedenny]

Everyone keeps saying “don’t check out during a crypto bear market”

Dude, we’re all +300%+ in stocks, I think we’ll be fine.

[DeepDiveDenny @deepdivedenny]

@overlettuce Keeping my main bags and added momentum on stuff like NET, NOK, etc. but no core position conviction adds

[DeepDiveDenny @deepdivedenny]

Praying for the day options + tradfi becomes available on Hyperliquid

[Guy @Credib1eGuy]

I’m not gonna lie I enjoy options far more than perps

[DeepDiveDenny @deepdivedenny]

Posting as someone who is also not proofreading and firing from the hip. I've worked on a startup in the space in an EM and just pushing back on some points (no disrespect to the XPL team or anyone) but just some points from my POV to help you think through.

1) You talk about CT Native distribution...I admittedly don't think that matters in the grand scheme of things. End of the day you want scale + broad GTM, especially in emerging market countries where these things are most likely to be adopted. Look at Redotpay's Twitter. You have no interaction or engagement CT because it doesn't matter. CT doesn't move the needle here. You mention the Whop partnership and admittedly idk Whop's metrics or end users or where they're located but if its in the US, I don't see a reason for anyone domestic to adopt stablecoin payouts. At least in the near-term. You really want the more emerging / developing market exposure where this kinda stuff makes the most sense.

2) Its an insanely competitive space and yes, while the TAM is insanely large, its basically a knife fight and only getting tougher with incumbents entering the space (every large fintech / bank trying to figure out how to best approach this).

3) I still don't understand why you need a native token for any of the neobank stuff. It just creates an overhang and complicates thing unnecessarily.

4) All of that being said, I don't think the sentiment could be any worse for XPL so maybe its worth taking a flier. Its very contrarian and could work because maybe it doesn't take much to see some traction and people may view it as one of the only ways to get exposure to the space outside of playing like CRCL or EtherFi. Some more thoughts below.

https://t.co/2LevJYhecw

[DeepDiveDenny @deepdivedenny]

Cloudflare continues to be one of the better ways to play the agentic future.

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[DeepDiveDenny @deepdivedenny]

It didn't even take 24hrs...

[DeepDiveDenny @deepdivedenny]

CT way too euphoric about alts holding up. Let’s give it atleast a week lads

[DeepDiveDenny @deepdivedenny]

CT way too euphoric about alts holding up. Let’s give it atleast a week lads

[DeepDiveDenny @deepdivedenny]

@Parida @_tolks Yeah not ideal but i'm still bullish...hard to envision a world where market + semis keep ripping but INTC doesn't do well. Can see a bit of a chop for a bit though

[DeepDiveDenny @deepdivedenny]

@_tolks Nothing like back to break even on calls that were at one point -99%

[DeepDiveDenny @deepdivedenny]

Cloudflare already erasing the earnings sell-off plus more

[DeepDiveDenny @deepdivedenny]

Thesis:

1) They’re really well positioned for the agentic world (infra, payments, etc.). They have multiple touch points.

2) Pretty much every developer raves about the product and the ease of use / quality of shipped product.

3) Co. has a really strong product vision.

[DeepDiveDenny @deepdivedenny]

@overlettuce Man I should've added more during the sell-off...all the tailwinds are there

[DeepDiveDenny @deepdivedenny]

@0xMentalIllness How you feelin about NET now that its already bounced back

[DeepDiveDenny @deepdivedenny]

https://t.co/BJaLAfZRnv

[DeepDiveDenny @deepdivedenny]

This was jarring from Cloudflare's CEO about laying off 20% of his company. The friction to applying for the Nth job or internship is nonexistent. We're going to need new filtering systems.

[DeepDiveDenny @deepdivedenny]

Also, no, you are not “safer” or “smarter” by moving to a different country I hate to break it to you

[DeepDiveDenny @deepdivedenny]

Moving to an EM because the US is becoming an EM is certainly a choice

[Latinometrics @LatamData]

ARGENTINA | Tech billionaire Peter Thiel relocates to Argentina, citing concerns about the U.S. future and shared ideology with leadership.

(NYT)