Yano 🟪

co-founder @blockworks // host @theempirepod

[Yano 🟪 @JasonYanowitz]

Correction: paying for placement inside the wallet. Distribution is king

Not paying to join the chain

[Yano 🟪 @JasonYanowitz]

Worth noting.

For years, chains paid apps huge amounts to join their network. Robinhood Chain is the first time I have seen the opposite.

Apps are now paying (or trying to pay) Robinhood to join the chain.

[Yano 🟪 @JasonYanowitz]

I have 2 tickets for July 5 world cup at metlife.

Very good seats (see pic). Hospitality lounge. Free food and drink. But can no longer make it.

DM if you want to buy.

[Mippo 🟪 @MikeIppolito_]

Tokens with equity do not work

[Yano 🟪 @JasonYanowitz]

This is really cool.

I wrote this post 8 years ago.

A good reminder that tech adoption take longer to happen than you think it will, and then happens faster than you ever thought it could.

[Cloudflare @Cloudflare]

We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. https://t.co/pvICtEIixj

[Yano 🟪 @JasonYanowitz]

It took us 5 years to realize not everyone needs their own chain.

Let's not spend another 5 years to realize not everyone needs their own stablecoin.

[Yano 🟪 @JasonYanowitz]

We now have data on:

Aave
Aerodrome
Akash
Aptos
Arbitrum
Aries
Avalanche
Axiom
Base
Berachain
Bitcoin
Bitmine
BNB
Bonk
Cardano
Celo
Celestia
Collector Crypt
DFlow
edgeX
Ekubo
Ellipsis Labs
Ethereum
Ethena
Fogo
Forward Industries
GEODNET
Helium
HumidiFi
HyperLend
Hyperliquid
Hyperliquid Strategies
Infinex
Ink
Jito
Jupiter
Kalshi
Kamino
Katana
Lighter
Maple
Marinade
MegaETH
MetaDAO
Metaplex
Meteora
Monad
Morpho
Optimism
Orca
Ore
Phantom
Plasma
Polygon
Polymarket
PreStocks
Pump fun
Raydium
Seeker
SharpLink
SKALE
Solana
Spark
Story
Sui
Sunrise
Tempo
Tessera
Titan
Tron
Umbra
Unichain
Veda
Virtuals
Worldchain
XRP Ledger
Zcash
ZKsync
Zora

Who should we add next?

[Yano 🟪 @JasonYanowitz]

I've been spending time with Button folks.

Very cracked team (@atifkhan31 and co)

You describe your thesis, it researches then backtests strategy, then executes on exchanges. Many have tried and failed, think time/team could be right here.

[Blockworks Research @blockworksres]

1/ @buttonxyz is building around a shift in markets: the edge has moved from access to synthesis.

Data is no longer the moat. Everyone can pull price history, onchain data, X, prediction markets, and research feeds. The edge is turning all of it into a decision faster.

[Yano 🟪 @JasonYanowitz]

Blockworks looking good here

[Randy Little @randytlittle]

Good read. @Blockworks is leading the way here

[Yano 🟪 @JasonYanowitz]

Investors starting to place premiums on TTF tokens, would guess this continues

[lesabre @lesabrefomo]

goldmine for token investors

https://t.co/dzv4PzysUC

[Yano 🟪 @JasonYanowitz]

@pythianism legends! congrats

[Yano 🟪 @JasonYanowitz]

@GSkrovina @Blockworks @mxwid yes completely agree. working on revamped filing process, 10x better

[Yano 🟪 @JasonYanowitz]

Markets do not mature until they can be understood

[Yano 🟪 @JasonYanowitz]

Five months later I am back to 90% on chat/codex

Claude nearly unusable for me right now

[Yano 🟪 @JasonYanowitz]

One month later and I am now 90% on claude

Memory lock-in was not nearly as powerful as I thought

[Yano 🟪 @JasonYanowitz]

There is no secret.

The last phase is grit, resilience, and not giving up. Most people won't do these things consistently enough for long enough.

The world is yours. Go build.

[Imran @lmrankhan]

https://t.co/enI6gtoa7M

[Yano 🟪 @JasonYanowitz]

"The Blockworks transparency filings are the single best tool to bring more trust into token capital markets. You should be questioning every project that's trying to avoid these filings."

Amen.

[Simon Dedic @sjdedic]

I continue to be incredibly excited about the stellar work that the Blockworks team is putting in, and I continue to believe that the majority doesn't give this enough love and attention as they are underestimating what kind of key role these filings will play as they continue to evolve.

They just released the B-2 filing for more transparency for well established and more mature protocols, while the B-1 filing was rather focused on projects that are around their TGE in their lifecycle.

Especially things like KOL marketing activities, backdoor advisory and CEX deals, market maker agreements etc are the exact opaque things that so many liquid investors have been burnt on before. Impressive to see strong projects like @jito_sol, @MetaDAOProject, @Morpho, @metaplex and many others leading by example and finally changing this once and for all.

The Blockworks transparency filings are the single best tool to bring more trust into token capital markets, and slowly but surely you should be questioning every project that's trying to avoid these filings. Since they are completely free for projects, this can only mean one thing: they have something to hide.

Slowly but surely, we are separating the wheat from the chaff, and as these filings evolve and the industry gets more used to them, there will soon be no way around them for founders who are serious about their tokens.

@JasonYanowitz and @MikeIppolito_ the heroes we didn't deserve.

[Yano 🟪 @JasonYanowitz]

2026: public beta. no one will use. most shouldn't be live today but market rewards AI so they shipped quickly

2027: every brokerage will push it. only power users. brokers will push setting up trades for you but human has to press yes

2028: first significant amount of retail volume but mostly capped and rules based

2029: hedge fund in every home

[Yano 🟪 @JasonYanowitz]

Pretty good high level of what we're building.

> an agent is only as good as the data it can reach and the API it can call

> acquisition is the most direct bet on the agent thesis

> as trading goes agentic, whoever holds the cleanest, most complete, most programmatically accessible record of onchain assets becomes the layer agents are forced to route through

> blockworks will become the single system of record for all onchain assets

> combined biz = issuers publish in, consumers query out, and the platform sits in the middle as the record both depend on

[0xSammy @0xSammy]

https://t.co/acqYP6kTFn

[Yano 🟪 @JasonYanowitz]

Bullish both SOL and HYPE here

also nice data

[Ryan Connor | RockawayX 🇺🇸 @ryanconnor]

Solana and Hyperliquid have done fantastic jobs maintaining trading volume market share of their native assets.

If you can't maintain share leadership of your native asset, why should we expect you to maintain it for others??

Compare and contrast SOL, HYPE & ETH

[Yano 🟪 @JasonYanowitz]

don't think that's correct framing

opportunity is not "will there be hundreds of thousands of crypto companies"

it's "will there be enough big winners that start small, scale 100x, and bring vendors with them?”

that's how many of best b2b businesses grew. stripe early customers were YC/startups who turned into lyft, postmates, squarespace, twitter, etc

whatsapp + uber represented 30% of twilio revenue. shopify was 15% of stripe

we don't need 100k winners. we need a few power-law winners

[Yano 🟪 @JasonYanowitz]

I see a lot of crypto teams pivoting their entire product and GTM strategy to support institutions.

That's a mistake.

Yes institutions and enterprises are big, shiny customers with theoretically large budgets. Their logos look nice on your website.

But crypto products will scale massively over the coming years. You will do well if you can sell to them and scale with them.

Study Stripe, Twilio, Atlassian, etc

Pivoting away from crypto teams today is the startup strategy version of selling the bottom.