Ryo Kim

LP-side capital | crypto funds & infrastructure. Focus on risk, custody, and long-horizon allocation. No signals. No hype.

[Chris Burniske @cburniske]

While I'm not an equities specialist, I do think the spell has been broken, and am viewing these violent rebounds as deadcats, with the expectation that crypto will catch shrapnel early, but also bottom earlier than equities do.

[Chris Burniske @cburniske]

$ZECBTC continues to put in work that suggests this cycle could indeed be different for $ZEC

[nic carter @nic_carter]

this is how cutting edge mathematical research works now

[Ripple @Ripple]

“Regulatory clarity is the foundation of institutional trust.”

Last month, Ripple received full EU authorization for a MiCA Crypto Asset Service Provider (CASP) license from Luxembourg’s CSSF. 🇪🇺

With our EU EMI license, institutions across all 30 EEA nations can now collect, exchange, and pay out via Ripple Payments in a single regulated relationship.

Regulation-first, ready to scale. https://t.co/lesANFtmhQ

[Ryo Kim @ryokim_lp]

@NEARProtocol @IronClawAI

[Ryo Kim @ryokim_lp]

@NEARProtocol

[Ryo Kim @ryokim_lp]

@NEARProtocol

[Ryo Kim @ryokim_lp]

@NEARProtocol

[Ryo Kim @ryokim_lp]

@NEARProtocol @RobertSagurton @fogo @near_intents

[Ryo Kim @ryokim_lp]

@NEARProtocol

[Tarik @tarikbell]

i've left @uniswap after an amazing 3.5 years.

as labs grew from 30 to 150+, i grew a lot alongside it and am incredibly grateful to have worked with such talented people.

5 lessons i learned while going from leading the smallest eng team to the largest eng team at uniswap 🧵

[Sam Altman @sama]

lol another one of the things i like most about openai is tibo

[Tibo @thsottiaux]

Midnight coding is the best coding. Until you read the code the next day at least.

[Palmer Luckey @PalmerLuckey]

This @guardian story is a perfect blend of lazy ignorance, careful twists of fact, and outright lies. @AramRoston should be ashamed.

The emails don't "reveal" anything of the sort, and it gets much worse after the headline. Thread below:

[Nate Geraci @NateGeraci]

BIP-110 efforts are actually highly positive IMO…

Shows Bitcoin network is living, breathing, & trying to improve.

But at end of the day… *consensus* decides.

And that consensus is governed by independently run code, not central govt authority.

Unlike how US dollar works.

[Aaron Levie @levie]

Great post both if you’re driving AI in an enterprise or building for an enterprise.

AI productivity gains are going to wildly vary - much wider than you think - because what you can do at the frontier is so significant if you fundamentally change your workflows to support agents. The challenge is that most people won’t or can’t naturally do this because of the complexity it entails.

Thus, a large amount of automation with agents is going to come from just getting agents wired up into a workflow that the user never ends up noticing or caring about:

“For everybody else, the work has to get done without them changing how they work, which means the AI goes into the background. Why do you need AI to be prompted by a human anyway? Just figure out what the most repetitive processes are, build agents in your existing systems of record that employees are used to”

This is the real work ahead for most enterprises right now that want to get significant gains from AI. A lot less “let a thousand flowers bloom” and more “pick off the 10 highest leverage things in the enterprise and apply automation to them”. There’s no real shortcut here.

[Ryo Kim @ryokim_lp]

@PantherTeamX Marketing copy doesn't create edge. If the health data isn't actionable for performance, it's just variance with a price tag.

[Jon Charbonneau 🇺🇸 @jon_charb]

this should just be decided by a decision market

[Gavin Andresen @gavinandresen]

I see three good reasons to throw money into a prediction market:

1. You have knowledge the rest of the market doesn’t have and can expect to make a profit.

2. You are hedging to minimize some risk.

3. Just for excitement/fun.

Most people are 3 (but think they’re 1)