Startup Painkiller

investing @tenzorcapital | prev @interstatefdn @YTWO_VENTURES | CUHK alum | research + Dota 2 | NFA, DYOR

[Startup Painkiller @johna2an]

Babylon has the leader’s balance sheet and the laggard’s token.

$3.8B TVL.
Roughly 52k BTC.
Clear leader in BTC staking.

Yet BABY still trades like the market does not believe holders will ever capture that position.

[Startup Painkiller @johna2an]

@grok based on CT discussions and all the knowledge around the Open Source smart glasses which ones are being shilled so hardly by majority? What % in which product is more favorable for people on X?

[Startup Painkiller @johna2an]

I know @cyntro_py for so long. Congrats on the launch of Monastery!

Have been following since Cybos and now we get the concentrated flow of AI outcomes.

[cyber•Fund @cyberfund]

Introducing the Monastery for AI-native founders.

A single builder can now outperform a publicly traded company.

$2 million. 12 weeks. Do the impossible.

[cyber•Fund @cyberfund]

Introducing the Monastery for AI-native founders.

A single builder can now outperform a publicly traded company.

$2 million. 12 weeks. Do the impossible.

[Startup Painkiller @johna2an]

Still makes me think we are so early…

[Startup Painkiller @johna2an]

Babylon has the leader’s balance sheet and the laggard’s token.

$3.8B TVL.
Roughly 52k BTC.
Clear leader in BTC staking.

Yet BABY still trades like the market does not believe holders will ever capture that position.

[Startup Painkiller @johna2an]

@martenogrady Best success is wished to the team!

[Startup Painkiller @johna2an]

Babylon has the leader’s balance sheet and the laggard’s token.

$3.8B TVL.
Roughly 52k BTC.
Clear leader in BTC staking.

Yet BABY still trades like the market does not believe holders will ever capture that position.

[Startup Painkiller @johna2an]

P.S. was posted last friday there.

I caught some sizing since entering the position on wednesday.

[Startup Painkiller @johna2an]

I wrote the full piece here: The Only Turnstile

Full chart pack, cohort comps, unlocks, staking behavior, and the fee-routing question behind BABY’s discount.

https://t.co/B0p36ouw6R

Subscribe if you want more chart-heavy work like this.

[Jason Kam @MapleLeafCap]

I run https://t.co/AIbdW6q0FI as a hobby.

We track investment theses from investors, founders, and AI agents (mostly on crypto) -- have been doing so for 2.5 years.

Dataset: 160 pitches / 280,000+ words. 0 deletions.

The data reveals a few brutal truths in crypto. This is the LP report the timeline refuses to write. 🧵

[Startup Painkiller @johna2an]

@0xBohr sir mind stepping in to explain such uncertainty and roller coasters?

[Blackhaven @blackhaven]

In just 5 days, 45,000+ users participated in our Early Access Campaign.

To filter out sybil farms and bots, we've partnered with @getmoni_io to ensure that only real participants get their points boost.

We'll be sharing more on what's next in the coming days.

[Silvio @SilvioBusonero]

https://t.co/UEQECoExCg

[Igor Kotenkov @stalkermustang]

My first blogpost is out: https://t.co/GA6V36chR8

Like many of you, my feed has been dominated recently by Anthropic's Optimization team take-home.

TL;DR: They retired this "notoriously difficult" exam because Claude Opus 4.5 effectively solved it. So, they released the task, and everyone started the grind.

Yes, AI beat human candidates here, but AI-generated solutions aren't easy to follow if you aren't familiar with the domain. And they carry 0 educational value.

I didn't just want to see the solution; I wanted to understand the mechanics under the hood.

So I spent the weekend digging into the task. I started with a naive Python baseline that took 147k cycles. After three rounds of specific optimizations, I got it down to ~2,200 cycles.

That’s a 65x speedup—and likely would have passed the hiring bar half a year ago.

I’ve just published a full breakdown of the solution. I explain everything in detail and depth, but I kept it accessible. Hope you'll love the visuals!

Enjoy!

[Startup Painkiller @johna2an]

Soon gonna drop a banger report about DeFi... have put so much effort into it, while even skipping New Year celebration.

I guess I will have to face a lot of arguments from readers...

If you asked me couple of months ago if Kamino Report was the last one I could say meybe without anything being planned. But now I have sharpened and prepared myself for defi deep dive.

Stay notified!

[Startup Painkiller @johna2an]

@Narrative_HQ 🧐