crypto is an event driven technology. The two main components of any blockchain or crypto protocol are main event and side events

Solana ecosystem tokens have a seeerious spam problem. Jup, Jito, Fartcoin, Jelly, Muradcoin... a token is a token ie nihilism problem - no chart really survives it - compared to Bonk , Jup, Jito in the pre pump fun days... we all lie in the beds we make

Solana ecosystem tokens have a seeerious spam problem. Jup, Jito, Fartcoin, Jelly, Muradcoin... a token is a token ie nihilism problem - no chart really survives it - compared to Bonk , Jup, Jito in the pre pump fun days

The extent to which the sec has won the battle by giving up the fight against tokens and allowing crypto to self destruct under crime szn is quite incredible... the demand gap between "crypto equities" and "crypto" is absolutely insane rn

Its incredible to the extent the sec has won the battle by giving up the fight against tokens and allowing crypto to self destruct under crime szn

All the finance bros want crypto equities to do well without the underlying crypto doing well... bruh

The biggest upside of having a real job is that you can host panels at conferences

Tokenization is like teenage sex...

Due to market conditions, I now self identify as an AI data center

there's no revenue in applying the real world to crypto, there's all kinds of revenue in applying crypto to the real world

Two ways to do tokenization:
1. the american way: let's solve what we can solve now and tomorrow we will solve the next thing
2. the european way: let's think of every damn thing that we need solve globally, fix mifid, fix aml, fix psd2, fix identity, fix ... and never start

10/10 didn't go unnoticed by institutions trading on offshore exchanges and perp dexes. Somehow there's no US regulatory discussion on spot exchanges yet but that will likely change during 2026 - meanwhile CME and LMAX are major beneficiaries of 10/10

Mood at Abu Dhabi: people who don’t personally own a lot of crypto (institutions/“digital assets” people) are much more happy/bullish on crypto than people who own a lot of crypto

Methinks manlets have made two really good long term bets in 6 years
The first one was “fast and cheap” and the second one is “onchain capital markets”
They are also particularly good at sticking to those bets and seeing them through the chaos, narrative shift and volatility

“The 10am and 4pm slam in stocks is a market microstructure challenge because markets are currently not 24-7. The only 24-7 market with meaningful depth is Bitcoin but all stocks will trade 24-7”
Things people say to please @rleshner

OH: “Nobody likes swift”
Bullish on @SergeyNazarov realizing @bgarlinghouse s vision