SHYCap

Investor - liquid, venture.
Compounding returns.

“We don't have to be smarter than the rest. We have to be more disciplined than the rest.” - WB

[SHYCap @shycapital]

@TraderNoah If he was just a retail trader, maybe it's more forgivable. Unfortunately it's done by the CIO of a FO, which makes it in v bad taste.

Imagine if Ackman, Tepper or Druck bullposted on the share purchases of their own FO then sold it shortly after.

[GEODNET @GEODNET]

In April, GEODNET hit an all-time high in weekly burns.

$170K+ in $GEOD burned

More network usage = more tokens removed. This is what sustainable token models look like😎

[Marc Arjoon, CFA 🟪 @marcarjoon]

A deflationary asset is one of the clearest sign of strong economics.

@GEODNET's burn rate has increased in 11 of the last 12 months. With the next halving set for next month, $GEOD could become a deflationary asset.

Last week saw over $170,000 worth of GEOD burned, a record high.

[Larry Cermak @lawmaster]

1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc.

https://t.co/oDYsukFxvF

[Spencer Bogart @CremeDeLaCrypto]

https://t.co/g3i0xnQNxX

[Haseeb ＞|＜ @hosseeb]

https://t.co/vd4ZFTJxmO

[Will @WClemente]

Throughout Bitcoin's life span we have seen two indicators continue to be the best global market bottom signals: The Mayer multiple (distance from 200 day moving average) and the 200 week moving average.

Both of these are clearly in long term accumulation territory. $BTC

[Josh Wolfe @wolfejosh]

https://t.co/G7GNgKIdLx

[Hasu⚡️🤖 @hasufl]

https://t.co/4pzgoGZ8TU

[nic carter @nic_carter]

https://t.co/piG7n6RuhM

[nic carter @nic_carter]

https://t.co/j7OZyqsTcx

[CoinGecko @coingecko]

Fogo is an L1 blockchain pushing the boundaries of Solana-compatible infrastructure.

In this article, we take a look at its key design decisions, how it compares with other blockchains, and the apps shaping the @Fogo ecosystem.

Read the full article 👇
https://t.co/SLwcp2NK01

[Simon Kim @simonkim_nft]

What is ETH actually worth?

The crypto industry deserves better than price speculation.

I built a dashboard to think about ETH's intrinsic value with 8 models:

https://t.co/CanopzxSz5

Far from perfect and open to feedback.
If you like this initiative, please share it 🙏

[GEODNET @GEODNET]

For anyone who wants to truly understand GEODNET’s fundamentals and real-world impact, we highly recommend reading the GEODNET Journal📰edited by @mikeahorton

It’s a concise yet insightful look at how professionals in surveying, construction, and robotics are already using our network every day.

It won’t take long to read — but it will change how you see decentralized infrastructure. 🌐

🔗 Read here: https://t.co/yeWSBWDE08

[GEODNET @GEODNET]

$GEOD burn accelerating in full spirit in Q4🔥

Over 901,000 GEOD burned this week, with the burn rate hitting all-time highs — now offsetting more than 80% of new issuance.

Real revenue. Real demand. Real deflation.

[Jeff Park @dgt10011]

Buffet's few final thoughts in his final letter-

[Matthew Nay @NaytheForceBwU]

1/ @geodnet continued to see performance improve in Q3 2025, revenue grew 216.9% YoY to over $1.2M and an annualized revenue of $5M

[Stani @StaniKulechov]

DeFi lending lives and dies by trust. One of the biggest mistakes is trying to compare DeFi lending with AMM pools because they work in completely different ways.

Lending only works when people believe the markets are sound, that collateral is solid, risk parameters make sense, and the system as a whole is stable. Once that trust breaks, you get the onchain version of a bank run.

That’s why a model where anyone can spin up a vault permissionlessly and market it on the same platform has built-in weaknesses. Since most strategies are already commoditized, curators don’t have many ways to stand out. They either lower fees to the bone or take on more and more risk to attract capital from other pools.

At some point, one big failure could wipe out confidence across the space and set the whole industry back. The next Terra Luna moment will come from a reckless curator on an open platform.

[Stablecoin Sean @seanlippel]

I was gonna hit this on the next @blockworks pod w/ @JasonYanowitz, but it’s actually pretty simple:

- This is an institutional cycle, not a retail one
- Real retail never came back in full force as rates are still high + inflation crushed disposable income
- The retail that did show up got churned through by Trump, then Melania, then Milei memes
- There are simply too many tokens — attention + liquidity fragmented everywhere
- https://t.co/dFcSThJpOB conditioned a generation that hodling = losing, so every pump gets sold into
- The altcoin market still has a classic lemon problem
- Crypto equities have rightfully vampired a lot of the altcoin bid
- OGs are selling this year, stuck in the 4-year-cycle fallacy
- 10/10 just wiped out prosumer traders + MMs who were even slightly levered or delta-neutral

It’s not the cycle you wanted, but it’s the cycle we’ve got.

[Walker⚡️ @WalkerAmerica]

Fiat destroys your wealth.

Gold preserves your wealth.

Bitcoin grows your wealth.

Thanks for coming to my TED Talk.