Justin Gregorius

@turnkeyhq previously @pinestreetlabs, @a16zcrypto, @CoinList, @Blockchain_BC

[Siddharth @siddharthvader_]

https://t.co/1bTGqbhbP2

[Siddharth @siddharthvader_]

https://t.co/tCJoMyhN7p

[Ryan Y Yi @YI_LON]

Introducing Onchain Group (OG).

After leaving Coinbase, I spent time reflecting on what was actually worth working on.

My background was as a venture investor — pattern matching, working with founders, and figuring out what’s coming next. What I realized, though, was that the most energizing part wasn’t investing. It was working with teams to define strategy and bring the right transaction into existence, like architecting the Coinbase <> Morpho deal — a new kind of onchain alliance that combined product, capital, and distribution to create an entirely new category and market.

It made me wonder: was this a one-off, or the start of something new?

Having been in crypto for nearly a decade, this is the most dynamic the space has felt. Onchain products are becoming real businesses, tokens are becoming real assets, and regulatory clarity is opening up an entirely new design space — introducing a new class of capital structuring opportunities.

Over the past year, working closely with founders, it became clear that this wasn’t a one-off, but the first of many.

The opportunity design space is just beginning — from tokens turning on fees, to restructurings, to equity-like conversions, to acquisitions and distribution partnerships involving tokens.

Teams are realizing that getting this right is no longer optional. As onchain products mature into real businesses, taking ambitious steps toward the right capital structure becomes a requirement — and the market is beginning to reward those who do it well.

In our conversations with builders, investors, and stakeholders over the past year, it became clear that nobody was exploring this area the right way — with an early-stage mindset, cryptonative intuition, and institutional rigor all at once.

So we started Onchain Group.

OG exists to define and execute the transactions that create new markets and shape this new system.

If crypto is the software upgrade to finance, then capital structure needs to evolve alongside it — requiring ambitious strategy and creative execution.

[Derek Hsue @derekhsue]

Launching a new podcast today! Filmed at our NYC office, each episode of @Archive_Pod focuses on a founder or operator who has built an important crypto business/protocol.

The first episode is with @keoneHD, founder of @monad.

We dive into Keone’s upbringing, the early days of Monad and the journey to raising the seed round. Plus, we talk about recruiting + scaling the team, and the philosophies they used to launch and grow the network.

Here's what we discussed:

0:00 - Intro
0:42 - Altitude
1:32 - Monad's Launch
4:25 - Keone’s early life and interests
16:52 - Where Keone’s work ethic came from
19:52 - Working at Jump and how the culture passed on to Monad
24:26 - Starting Monad
30:05 - Raising the seed round for Monad
32:29 - Growing the Monad community and open-sourcing code
36:35 - How Keone hired for the early team
44:07 - The future of Category Labs
51:26 - Which metrics is Monad focusing on
1:00:24 - Building a base of loyal and passionate users
1:07:45 - The personality of an L1 founder
1:13:46 - Founders that Keone looks up to
1:18:34 - Day in the life of Keone
1:23:57 - The endgame vision for Monad

[Bankless @Bankless]

LIVE NOW - How Coinwatch Is Exposing Market Maker Manipulation

Crypto's murky market making practices are finally getting sunlight.

We sit down with @coinwatchdotco co-founders @Mattjob1 and @tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail.

Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto.

--------------
TIMESTAMPS

0:00 Intro
0:30 Market Makers 101
7:25 Why the Bad Reputation?
14:25 TradFi Market Makers
16:34 Market Making Business Model
21:34 The Positive Case
23:22 Market Making Cabals
33:36 Matt & Brian Backgrounds
40:03 Coinwatch 101
46:33 Why Coinwatch?
51:31 The Bull Case
56:51 Call to Action
57:38 Closing & Disclaimers

[coinwatch @coinwatchdotco]

Today we’re announcing Coinwatch Track - a new way for crypto projects to see what their market makers are doing in real-time, using their API keys.

[Spenser Huang 💹🧲 @spenserhuang]

Excited to finally share what @0xtracy and I have been cooking over the last month!

Bullpost is @rovadotxyz's official waitlist that rewards users who spot and share emerging founders and startups. Any and all feedback appreciated!

User driven growth = future of marketing

[Rova @rovadotxyz]

📢 Rova Waitlist Now Live: Introducing Bullpost

Bullpost, now live at https://t.co/EB0XWAgxcs, is a 6-week event rewarding users for bullish tweets about startups and founders that has a $15K+ prize pool

Upvote, share, and submit bullish X posts to increase your Bullpost score

[Merit Systems @merit_systems]

Today, we’re introducing the Terminal.

Pay anyone and any project on Github.

[Jeremy Batchelder @0xjpb1]

The Stablecoin Value Accrual Puzzle

1/7 Talking to operators, investors, and founders in the stablecoin space today, there's an open question about where future value accrual will occur

[Swaye @swaye_co]

Announcing portfolio &amp; leaderboards!

Portfolio:
View positions, balance, PnL, trades
Deposit + withdraw funds, export @privy_io wallet
Edit profile

Leaderboard:
Top traders &amp; PnLs
Top creators &amp; total earnings

Trade now at https://t.co/OdFGFlwp3g

[Mike Zajko @MikeZajko]

🌅 DAWN is Coming

Decentralized Autonomous Wireless Network with multi-gigabit wireless technology powered by crypto and $18M in fresh funding led by @dragonfly_xyz .

https://t.co/Vfp8qOEM7E

1/Let's Talk @dawninternet

[Swaye @swaye_co]

ANNOUNCING: Swaye Closed Beta

Swaye is a user generated prediction market with uncapped upside – built for degens, by degens

Earn money &amp; clout with contrarian takes 💸
Call bullshit on frens &amp; influencers 🤡

Now possible at https://t.co/OdFGFlwWSO

[Brian Tubergen @tubergen]

WHY CRYPTO WILL WIN

In 2013 @naval hired me at AngelList. I was the 13th employee, and also the first person they hired straight out of college.

Wall Street was sclerotic and widely hated.

In no time, I thought, Silicon Valley startups would disrupt Wall Street, the same way startups were disrupting every other industry.

I was wrong.

Finance, it turns out, is an industry largely determined by regulatory capture.

And in the game to bribe politicians and regulators, the incumbents with more money and lobbying expertise win.

The regulatory environment ensured that rapid innovation could only happen on the margins.

Software ate most of the world, but it didn't eat JP Morgan.

Then something interesting happened.

It turned out there was another way to disrupt Wall Street.

Not by starting a startup - a better bank - which would inevitably fall short of its ambitions, because it loses the political game.

But by a populist movement, where individuals could buy in before institutions.

If the movement succeeded, value would accrue to individuals rather than a billionaire CEO and his investors.

These financially incentivized early adopters would become an army. They would vote and fight for the new technology.

For the first time, politicians would be meaningfully penalized when they carried water for Wall Street.

That's bitcoin, that's crypto more broadly, and that's why, no matter how dark things seem, tradfi's days are still numbered.

[Regan Bozman @reganbozman]

Why is this cycle cooked? Why is everyone miserable?

We can distill all of our problems down to the fact that retail can no longer make real money in the current market structure

1/ Some jumbled thoughts on returning to our roots and unfucking the current cycle

[James Page @JRiccardiPage]

Sending Bitcoin just got a little bit easier. Send Bitcoin and claim to ANY BITCOIN WALLET without needing to know the recipients payment information.

So proud of the team @River for launching this!

[Nillion @nillion]

Nillion is teaming up with @pinestreetlabs for a fireside chat to explore private key management, a multi-chain future, and @pinestreetlabs walletOS.

📅Join us on Nov 21st, 12:30 - 1:30pm EST

https://t.co/EYWoEiBsFn

[Pine Street Labs @pinestreetlabs]

Join us next week to hear our cofounder @philipglazman provide a deep dive on all things walletOS with the @nillion team

[Agoric @agoric]

Don't miss our conversation with @pinestreetlabs tomorrow.

We'll talk about their product, walletOS, and how it's helping developers onboard new assets into their products - including BLD and IST!

[Justin Gregorius @jtgregorius]

Stop by tomorrow to hear my cofounder @philipglazman talk about walletOS and learn how we can help you accelerate your product roadmap

[Agoric @agoric]

Don't miss our conversation with @pinestreetlabs tomorrow.

We'll talk about their product, walletOS, and how it's helping developers onboard new assets into their products - including BLD and IST!