Tonight.
Former NLF stars @JR86 and @DReedd16 join me live!
No chart, maybe a bit.
No scripts.
No PR talking points.
Just crypto predictions, terrible takes, World Cup and public portfolio destruction.
8 PM CEST.
Which coin shall I introduce to them👇
Wow.
This sentiment echoes my own, but I never expected to see it come from an advanced LLM output.
Poker didn’t just teach me how to think under uncertainty, or how to build a high financial pain threshold. It also introduced me to one of the smartest people I’ve ever met, @4632647a.
And it was during our study sessions in 2019 that Arian got me taking Bitcoin seriously.
(On this note, I want to recommend @hosseeb’s “How to Be a Poker Player” to anybody who hasn’t read it.
Incredibly insightful whether you play poker or not.)
Genuinely refreshing to write a zk-focused piece again. It's been a while.
The discourse moves on, to agents and whatever's next. But the funny thing is that all threads seem to lead back to zk. You can't have a functional agentic economy without proofs.
Even funnier that this piece was inspired by @IOHK_Charles of all people. Thanks, Charles.
Good afternoon everyone ☀️
I took a little time off to go on vacation with friends, but it’s nice to come back and see @onrefinance continuing to expand across Solana DeFi
The market has pulled back, and honestly, it could retrace further.
That’s exactly why I keep paying attention to projects with real fundamentals and yield sources that aren’t dependent on market direction.
New incentives on Kamino are great, but the bigger story is the growing demand for $ONyc strategies and reinsurance-backed yield. In a market like this, sustainable and uncorrelated returns become even more valuable!
Happy Wednesday ⬇️
This is refreshing.
Lately, my days generally seem to pass very quickly and I'm in a perpetual state of feeling like I don't have enough time. There is so much to do, and it feels like there's not enough time to do it.
"Just dedicate yourself to now."
I have more conviction in BitVM-based L2s than in any other area of crypto.
But we need to remember that this is brand-new cryptography, and brand-new cryptography has to be treated with the caution it demands.
On the outside it might look like progress is slow - but what's actually happening is that as one design gets close to completion, new work emerges (Delbrag and Argo, for example) that could make the design vastly more efficient.
The challenge is staying at the cutting edge of a space that, in truth, has barely even begun.