Gray Newfield

Founder @USDCharm | prev uniswap, amazon, yale

[Gray Newfield @gray_newfield]

How hard do you think they negotiated to make it round up to $4.20B?

[Gray Newfield @gray_newfield]

@DigitalDaisyX Tesla is the new Ferrari

[Gray Newfield @gray_newfield]

@MuseZack Oppenheimer 2 coming soon

[Gray Newfield @gray_newfield]

@danielmerja I'm a huge Matto fan

[Gianluca Minoprio @gminoprio]

If you’re on par with current fintechs and have no radical differentiator you’re ngmi imo

Any big fintech just needs to add stablecoins the way Cash App did and you’re cooked

This new stablecoin architecture opens a new playbook. It lets you scale across niche communities in multiple countries at once with the same product

The strategy is to take one niche community and scale horizontally across countries. That makes you irrelevant to big fintechs because you’re only eating a small slice of their market in each region you expand into.
And even if they wanted to compete, they structurally can’t

This is the 0 to 1 for next-gen banks

One of the first to do this was @kontigo_app, building a bank for Venezuelans: a unique community of 9 million people spread across Colombia, Argentina, Spain, and the US. The only way to build the bank compliantly and at scale was through stablecoins

We need 1,000x more of them

[signüll @signulll]

the blue origin explosion briefly forces people to remember what the baseline actually is.

rockets aren’t supposed to feel like commercial aviation.

they feel that way because spacex spent years turning an extraordinary event into an ordinary one.

[Michael Horenstein @michorenstein]

In the past, getting exposure to amazing private companies like @AnthropicAI was only for insiders.

@get_grow_app changes this by exposing allowing you to buy exposure liquid secondary market

Buy directly from your local currency at 0% commission

[Gray Newfield @gray_newfield]

@michorenstein @AnthropicAI @get_grow_app 🔥📈

[Hayden Adams 🦄 @haydenzadams]

With David’s gone time for me to admit “Eth is money” is the correct thesis

Just not how most people think

All assets will be tokenized

People will hold whatever assets they most value (the most decentralized money is infinite forms of money competing)

No need for a single unit of account if you have a low cost, efficient way to exchange any asset 24/7

Uniswap on Ethereum is the best decentralized money system and it’s still the early days 🦄

[Gray Newfield @gray_newfield]

@0xDesigner Which app?

[Balaji @balajis]

New York crashed under De Blasio, rose slightly under Eric Adams, and is now falling far further again under Mamdani.

SF is the same. Lurie is a good guy but he’s no Bukele. He’s not mass defunding NGOs, thereby stopping Democrat drug dealers from handing out syringes and setting up “safe injection sites.” It’s all just symptomatic treatment rather than going at root causes.

Most likely Lurie is like Adams, a temporary 30% bump after a 90% drop, to be followed by another 90% drop.

The one possible alternative is if Lurie aligns with Xi (like Carney did, and Newsom has flirted with).

Because Carney/Xi and Bukele/Satoshi are the two functional models for American (and post-American) security. The Communist state for the post-Democrats and the Maximalist state for the post-Republicans, essentially.

But we aren’t there yet. And meaning no offense to him, I doubt Lurie will get there, or think in those terms.

By contrast, Carney and Bukele are both non-American, and can think outside the American box, while still effectively operating their countries in North America.

[Gray Newfield @gray_newfield]

Thank you for this thoughtful reply. I agree with your analysis. I'm happy to see the electorate get things right on occasion – I do believe there's some wisdom in the crowd – but you're spot on that the polarity of the world is shifting, not just unipolar to multi-polar but nation states to network states.

If government is a form of technology (and I think it is!), then the 20th century (post-WWII) was a time of sustaining innovation, globalizing Western liberal values. Now, we're entering a period of disruptive innovation that will force everyone to adapt in a relatively short amount of time. Reformers like Lurie are well-intentioned, and I root for their success because they have the power to improve people's daily lives in the short-term. But on the larger time scale, it's impossible to fight a paradigm shift.

[Gray Newfield @gray_newfield]

@balajis @ScottMGreer Shortly after this incident in SF, the people elected a much more centrist (and sane) mayor who seems to have successfully fought back against this kind of blatant lawlessness.

I agree with you that exit is the ultimate answer, but is reform still worth another squeeze?

[Gray Newfield @gray_newfield]

@obchakevich_ What are the most popular use-cases for ZCHF?

[Gray Newfield @gray_newfield]

Many such cases

[Blake Scholl 🛫 @bscholl]

When you nail thrust to weight ratio, you can get off the pad properly.

[Gray Newfield @gray_newfield]

This weekend is going to be 🔥

[Gray Newfield @gray_newfield]

Starships were meant to fly 🚀

@SpaceX good luck today!

[Elon Musk @elonmusk]

Welcome to Starbase, @NICKIMINAJ!

[Gray Newfield @gray_newfield]

@pmarca When the work is so slow you have to specify that the estimates are "in today's dollars"

[Gray Newfield @gray_newfield]

@SenWarren Why did Spirit Airlines go bankrupt?

[Nic Cruz Patane @niccruzpatane]

This was my favorite moment from Elon, Franz, and Lars yesterday.

Elon: "I’ll tell you something, maybe at a fundamental level why the Model S/X succeeded, which is that, those cars were designed with love."

Lars: "Absolutely."

Elon: "That would be my advice for people out there who are making products or providing services, is do something that you truly love. Your customers will feel that love."

Anyone who owns a Tesla knows exactly what he means.