Mike 💪

a "non-technical person pushing code to production" + investing @AmbushCapital
prev: @coinbase @bisontrails @cambridgeassociates

[Mike 💪 @mparmstrong]

when framed more accurately as status symbols, these tickets may be efficiently priced 🫠

wdyt @KYDNimale

[Mike 💪 @mparmstrong]

@jessewldn Huge! Congrats @jessewldn and team :)

[Mike 💪 @mparmstrong]

When is @amtrak going to upgrade internet to @Starlink?

I'd care far less about having faster trains if they had internet that actually allows you to be productive...

[Mike 💪 @mparmstrong]

@TheOneandOmsy these + infra provider will be acq targets in the next 12mo or so

[Mike 💪 @mparmstrong]

@paulg Accurate ⚓️

[Robbie van Zyl @rob_zedd]

Stoked to have @AskariDefense included in the top 100 frontier tech startups alongside some close friends @drauwsy, @mike_smayda, etc.

[Spencer Bogart @CremeDeLaCrypto]

https://t.co/CxU9IpJgmu

[Mike 💪 @mparmstrong]

Time to retire Real-World Assets (RWAs)...

It was a useful meme for when offchain capital first met blockchain rails.

But when assets went digital in the 70s and 80s, ppl didnt rebrand them. They kept calling them by their names.

"RWA" is jargon and a non-descriptive term crypto invented for itself.

Imo it signals that we think we haven't "arrived."

The migration is is one-directional. Capital is moving onto blockchain rails, not the other way around…

So name the asset, not the bucket.

Tokenized stocks. Tokenized credit. Tokenized real estate.

Eventually, we drop the prefix too…

[Brian Armstrong @brian_armstrong]

There’s a generational shift happening, and Coinbase is uniquely positioned to capture it:

1) The onchain economy has reached escape velocity
2) Coinbase's full stack platform is powering it
3) The next frontier is agentic and on Coinbase

Our thesis is simple: crypto is the best form of money, and the infrastructure will overhaul the existing financial system. If it involves money, it will involve crypto.

Coinbase is uniquely positioned to capitalize on this transformation. Some highlights from our earnings today:

- Gained share in both spot and derivatives globally, reaching an all-time high in crypto trading volume market share
- Saw huge growth in derivatives trading volume, driven by our Everything Exchange
- 10x increase in stablecoin transaction volume on @base
- USDC on our platform hit another all-time high
- >90% of onchain agentic stablecoin transaction volume is on Base
- 12 consecutive quarters of net native unit inflows- customers have been adding more crypto to Coinbase every quarter

[Jay A @jay_azhang]

@TheStalwart It’s coming

[kyd. @KYDLabs]

“Ticketing companies act as banks.

Whenever a show goes on, a venue typically signs a deal where they get capital upfront to pay the artist and the production.

Service fees are interest rates for that loan that the venue has taken from the ticketing company.“

@KYDNimale on @CBSNews discussing ticket prices for the 2028 LA Olympics.

[Mike 💪 @mparmstrong]

@Bfaviero changed my life too... it's the first protocol response Dr. use for general GI issues

itll also naturally lower ur LDL + improve gi tract / less bloat... no thyroid complications

we stock it in our office lol

[DoubleZero @doublezero]

Market data over the internet works.

Solana shreds over DoubleZero Edge wins.

DoubleZero Edge beta is live. ↓

[Mike 💪 @mparmstrong]

@tether said never let a good @circle crisis go to waste!

[SolanaFloor @SolanaFloor]

🚨BREAKING: Drift Protocol secures $147.5M for user recovery, including $127.5M from Tether and $20M from partners, following the April 1 exploit.

[Mike 💪 @mparmstrong]

👇 ap-ruh-POH

[Nicholas Chirls @nchirls]

A few months ago I wrote about Courage as one of the last remaining competitive advantages in venture. 

Today I’m writing about Trust (and the death of the handshake deal). 

Blog below 👇 feat. @JoeLallouz @aaronhenshaw

[Mike 💪 @mparmstrong]

👇👇

[Martin Shkreli @MartinShkreli]

COO: "Erebor has done more for us in 24 hours than our old bank did in 24 months"

moving everything to @ereborbank -- contact @roshunpatel who helped me

[Mike 💪 @mparmstrong]

@KYDNimale @bgurley @altcap U an No1

[ZachXBT @zachxbt]

@arc I can match your lowball joke of a Circle bug bounty program with my personal funds if a grey hat researcher chooses to exploit it for themselves.

[Mike 💪 @mparmstrong]

🎯

[tobi lutke @tobi]

@toomaime Life is too short to not use Opus

[Mike 💪 @mparmstrong]

for the sake of crypto, pls dont release this yet...

[Anthropic @AnthropicAI]

Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.

It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
https://t.co/NQ7IfEtYk7

[Mike 💪 @mparmstrong]

@FabianoSolana this is super cool

where are you sourcing the data re audits, yields, risk etc.?