P9A.eth

True perfection is unattainable but a necessary aim to create something great.

[P9A.eth @P_nine_A]

A guide to ZK Landscape 📜

[P9A.eth @P_nine_A]

@lookonchain He is liquidated macha!

[P9A.eth @P_nine_A]

@julianweisser Do Share It

[P9A.eth @P_nine_A]

two types of quant researchers you will encounter in your career

[P9A.eth @P_nine_A]

@Jason I’m in

[Jason Shuman @JasonrShuman]

So you’re telling me SBF did Anthropic, Cursor, Solana and Robinhood?

His NAV would’ve been about $52-86B today

9.8-16.2X TVPI

🤯

[P9A.eth @P_nine_A]

@StephNass VC map

[P9A.eth @P_nine_A]

@theweb3jess @0xave can you remind me when this last happened?

[Jesse Walden @jessewldn]

https://t.co/KJQ95TcIs0

[P9A.eth @P_nine_A]

@Riowgmi do they have locker or smth to store this valuable "$77"

[Noah Levine @nlevine19]

https://t.co/kd6SBchFWY

[😈 @turtlekiosk]

i taught my claude to start each conversation with a Stolen Data Acknowledgement

[Haseeb Qureshi ＞|＜ @hosseeb]

We just closed Dragonfly Fund IV at $650M.

It's a big milestone, and yet, it’s a weird time to celebrate. Spirits are low, fear is extreme, and the gloom of a bear market has set in.

But here's the thing: we raised almost every single Dragonfly fund into bear markets.

Fund I we raised through the 2018 ICO winter, when almost nobody believed in this space anymore. Fund III we raised right before Luna collapsed. Those were brutal times to deploy capital. But they turned out to be our best vintages.

Last week I caught a lot of heat for arguing that non-financial crypto has failed. I meant that. But the flip side of that argument is: financial crypto is exploding. Stablecoins are eating the world. DeFi has grown so big it's rivaling CeFi. Financial institutions around the world are racing to build out their crypto strategies. And prediction markets are becoming the most trusted source of truth on the internet.

Fund IV is our biggest bet yet that the crypto revolution is still early in its exponential. If you look at our recent bets—Polymarket, Ethena, Rain, Mesh—the growth speaks for itself. Agentic payments, on-chain privacy, the tokenization of everything—crypto's surface area is about to explode, and we want to be backing the founders at the center of it.

We've always believed that the most important work gets done when the noise dies down. We believe moment is now. In fact, we’re putting money on it.

If you're building what comes next, @ us.

[P9A.eth @P_nine_A]

day 63

- opened some positions on @Polymarket

- surfed X for recent news

- read articles from @variantfund @a16zcrypto

- watched yt videos on marketing

- workout done

- ate healthy

[Ash Crypto @AshCrypto]

FORMER NYC MAYOR JUST RUGPULLED 🚨

Eric Adams, former NYC mayor, launched his own $NYC memecoin.

The coin immediately hit $500 million in the market cap before Eric withdrew liquidity from the coin.

This caused a massive 80% crash, and the token went below $100 million.

As per some estimates, Eric made nearly $3.5 million from this scam memecoin.

This is the biggest reason people have stopped taking our industry seriously.

[P9A.eth @P_nine_A]

day 62

- opened some positions on @Polymarket @Kalshi

- surfed X for recent news

- reviewed my resource sheet and add some more credible sources

- learning @n8n_io

- read articles on new findings in web3

- no workout

- ate healthy

[P9A.eth @P_nine_A]

@0xd1namit @Polymarket It will only take 1/365 days to vanish your capital and bleed you since some events will turn/shift for sure in a whole year

[CoinGecko @coingecko]

Top 9 Crypto Narratives for 2026

1. Meme Launchpads
2. ICO Launchpads
3. Prediction Markets
4. Privacy and Zero-Knowledge
5. Perp DEXs
6. Stablecoins and Stablechains
7. ETFs and DATCos
8. Real-World Assets (RWA)
9. Crypto Cards

Which narrative are you most bullish about?

[P9A.eth @P_nine_A]

@lynk0x Lube

[Sahil Bloom @SahilBloom]

https://t.co/jB6DD34S1D

[P9A.eth @P_nine_A]

@SahilBloom Great read ngl 🫡