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Faster, cheaper, and removing the middle-man. Great stuff ZKP2P

Good job boys Maelstrom

Not surprised when I see another L2 launch, but the valuations commanded by some of the recent L2s don't make sense. Generally agree that rollups and now increasingly "rollapps" are becoming more and more usable. However, I think it makes sense to validate the demand for the use

From just Arthur Hayes and me on day 1, our investment team has grown to 6. Nick (trading), Penguin (research), kushagra (vc analyst) and Lukas Ruppert (research analyst). You’ll be seeing and hearing from each one in the future.

We do a little meme-ing

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Pitched $PENDLE back in Dec '23 with @AAA_wonzo, generating a 3.3x MoM, and had plays like $HELIUM, and $TAO earlier this year. Penn Blockchain FranklinDAO on top

Buy me on Clout App (Clout)

King Protocol is proud to announce our $2M fundraise backed by some of the best founders in crypto 🚀 This funding will help solidify KING as THE restaking reward standard 💰 Stay tuned for the next big announcement 👑👀

what if we had standardized financials for all protocols and projects. similar to 10ks for equities. think it would be a massive unlock for transparency, institutional/retail investors, and outsiders similar to a moody's for crypto

Yield is a commodity, the infrastructure and distribution is not

new insights / words written that cannot be replicated (by AI) > "research" content

rant: I've realized that all "TAM estimates" done by these third party "research firms" are mostly bogus. what's the size of tokenized stocks/rwa/etc. --> no shade to bcg, but there is no way it's *16Tn*. The only way to measure TAM realistically is bottoms up analysis. What's

Thanks for the shout out! Enjoyed learning about Chakra Labs value prop to enable structured data

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Excited to be backing the Veda team, who are building the leading onchain vaults product