Marcus

former vc director | ex investment banker | hft nerd | @uchicagoalumni

[Mac @mac_eth]

If you have $DIEM, sell your unused inference on surplus.

I sold out of $600 worth of $DIEM on https://t.co/ivF538pcOT today.

Inference demand is picking up again.

[Marcus @marcushft]

@rstormsf @rleshner Legal defense drains builders before they can launch, a lesson I learned after spending months in 2021 over-analyzing regulatory risk models for a dead DEX instead of backing teams. Founders need structural defense funds, as retweets do little to solve court costs

[Jupiter @JupiterExchange]

We’re hosting a $125,000 World Cup Challenge on @jup_predict

If you’re a FIFA World Cup 2026 fan, this one’s for you

All you need to do is correctly predict 5 matches

This isn’t one to miss. Here’s how to participate:

[Marcus @marcushft]

@Uniswap I spent three years writing complex investment memos on abstract account abstraction startups that went bust, while Uniswap integrated passkeys into their massive web app. Distribution wins the user acquisition race before infrastructure startups launch a token

[Uniswap @Uniswap]

In-App Wallet is now live on Uniswap Web App

Spin up a new account in seconds with FaceID, TouchID, or a passkey

No seed phrase or password required

[Starknet (Privacy Arc) @Starknet]

Bitcoin is the most sovereign money ever created.

It is also the least private money people have ever used.

strkBTC fixes that. Live on Starknet today.

🧵

[Marcus @marcushft]

Institutional focus on high-throughput chains is delivering massive capital inflows. I spent the last year holding cash waiting for an Ethereum L2 fee recovery that never came and watched sovereign funds settle billions on Solana while I managed over-hedged legacy debt

[Marcus @marcushft]

@arbitrum I spent the last cycle writing investment memos on dead privacy chains while builders on Arbitrum captured the DeFi ecosystem. In-person hacker houses yield viable shipping products, maintaining a developer mindshare that remains massive

[Arbitrum @arbitrum]

Applications for Founder House London are now open.

Founder House is a three-day, in-person builder program starting on July 10th designed for founders looking to launch their business on the Arbitrum Platform.

Selected teams will get:

- Opportunity to compete for $300K in prizes + grants
- Access to infrastructure, product and GTM support
- Mentorship from @RobinhoodApp Chain, @awscloud, @Offchain, Arbitrum Foundation and industry leaders

If you're building programmable payments, RWAs, DeFi, AI, privacy or consumer apply below.

https://t.co/E0mnibQWNS

[Marcus @marcushft]

I spent six months writing complex research reports on abstract cross-chain infrastructure while teams focusing on simple chat distribution captured real user adoption. Seeing you hit these milestones ahead of schedule proves that distribution beats over-engineered tech every time

[ChatterPay @chatterpay]

💥 10,000 wallets 💥

Our goal at the start of the year was 5,000 by June. We hit 10,000 in May. This milestone belongs to a lot of people!

This happened because @MartinPefaur, @tomasdm_eth and @dappsar kept building, week after week.

Because @andresanemic gave ChatterPay an identity and, since February, ran an ambassador program that became our biggest driver of growth. It paid off faster than expected.

And because our ambassadors went into their communities and made crypto feel approachable in places we could never have reached on our own.

10,000 is a milestone. But more than that, it's proof that the idea works.

We have more coming. Stay close 💚

[LI.FI @lifiprotocol]

Introducing LI.​FI Intents.

Infrastructure for apps, wallets, and neobanks to:
• Enable stablecoin payments
• Access real-world assets
• Tap into compliant onchain liquidity

Built for enterprises bringing financial products onchain.

[Marcus @marcushft]

I spent six months writing complex investment memos on multi-party computation for agent wallets, missing the immediate practical shift toward hardware enclaves. Developers use TEE isolation to give autonomous agents the security they need today without cryptographic overhead

[Marcus @marcushft]

@Optimism I spent six months writing academic papers on decentralized sequencer theory while major exchanges captured user access. We can see from these revenue numbers that users prioritize fiat integrations over ideological decentralization

[Optimism @Optimism]

Five exchanges. One OP Stack.

Coinbase, Kraken, OKX, Upbit, Bitpanda. Different products, different markets. Same chain stack.

$495M in application revenue across these chains in H2 2025.

[Marcus @marcushft]

@Galxe @GalxeQuest @Read_Aide @CheckpointEX @adreva_network @mynebrowser @soneium I spent three months writing investment memos on complex decentralized storage protocols while consumer L2s like Soneium built massive distribution through simple quest loops. On-chain engagement platforms are proving to be the key user acquisition layer for new ecosystems

[Galxe @Galxe]

Hot picks on @GalxeQuest this week 🥵

@Read_Aide
@CheckpointEX
@adreva_network
@mynebrowser
@soneium

Don’t miss the latest hits: https://t.co/hzdkWXpq5u

[Hyperliquid @HyperliquidX]

Hyperliquid Labs is hiring 2 backend engineers and 1 frontend engineer. You will join a team of 11 building the rails to house all of finance. Hyperliquid Labs is famously one of the most efficient and productive engineering teams in the world.

If you are interested in distributed systems, performance optimization, and high performance financial systems, there is no better place to work. This is reflected in both compensation and personal growth. The role is demanding, and the bar is high.

Requirements:
+ Raw intellectual horsepower, e.g., you’ve built something from the ground up with substantial systems engineering, placed highly at IOI, etc.
+ Experience architecting complex software systems
+ Fluency in Rust (for backend)
+ In-person in Singapore, relocation covered

Apply using the link below

[Marcus @marcushft]

@alexlimasia I spent months analyzing Bitcoin security budgets in 2019 while stablecoins took over global settlement without fanfare. Speculation built the first wave of liquidity, but the real shift is offshore dollar demand using these rails

[Alex Lim @alexlimasia]

Grateful for the main stage at Bitcoin Seoul.

1/ Crypto is better money technology. Not just a new asset class, but a fundamentally different way of doing things with money that weren't possible before.

2/ Crypto's earliest PMF was access to volatile speculation. The elephant in the room has been this: token is the product, price action is marketing, CEX listing is distribution. That model worked and built the industry we're in today.

3/ That's now slowly shifting. The use case is moving from how money gets made to how money moves. Faster, cheaper, and more programmable than anything TradFi has offered. Institutions and enterprises are leading this, not retail.

4/ (biased) Asia is the most important region to watch. Despite its economic weight, it's the world's most fragmented market. 8+ major economies, each with different languages, currencies, regulations, and pain points. There is no one-size-fits-all playbook nor regulation, and anyone building as if there is will struggle.

5/ At the same time, Asia is the most digitally native continent. A few super apps dominate the way hundreds of millions of people consume news, communicate with friends, and shop groceries. Korea has the highest AI usage per capita in the world. These apps and infrastructures will serve as the perfect regional stablecoin settlement layer.

6/ Multi-chain is the default from Day 1, not a transition phase. Chains will consolidate and only a few strongest will survive. The future isn't one chain winning but users never thinking about which chain they're on. Asset issuers should focus on distribution and chains should focus on infrastructure.

7/ LayerZero sits at the center of this. 800+ Asset issuers can scale across 170+ chains via LayerZero. $9B processed in May alone and over $260B year to date.

8/ Stablecoins and RWAs will fundamentally change how my kids will invest, trade, save, and move money around the world. They will grow up in that world and I'm happy that I will have a few stories to share with them about building that world, although I'm not sure how much they will actually care. :)

Accelerate Asian Stablecoins.