Josh Siegler (@josh_siegler) 's Twitter Profile
Josh Siegler

@josh_siegler

Crypto Growth Equity Investor | @1RTPartners @10Tfund @50Tfund Prev: Head of Crypto Research | @Official_Cantor

ID: 1565780242110767105

calendar_today02-09-2022 19:14:52

44 Tweet

159 Followers

415 Following

Silk Nodes (@silk_nodes) 's Twitter Profile Photo

1/ 💡 Security isn't just an add-on. It's core infrastructure. 🔐 Silk Nodes is proud to validate on Zenrock, a permissionless MPC network powering the next era of omnichain apps. $ROCK Here's why that matters 🧵👇

1/
💡 Security isn't just an add-on.

 It's core infrastructure. 🔐

Silk Nodes is proud to validate on <a href="/OfficialZenrock/">Zenrock</a>, a permissionless MPC network powering the next era of omnichain apps. $ROCK

Here's why that matters 🧵👇
Josh Siegler (@josh_siegler) 's Twitter Profile Photo

Three Thursday Theses 1. The onchain economy is nearing an inflection point. Will it be open and composable, or fragmented into closed ecosystems? The rise of Base and L2s suggest projects are incentivized to be vertically aligned. In that world, bridges and issuance platforms

Josh Siegler (@josh_siegler) 's Twitter Profile Photo

Three Thursday Theses (BTC edition in honor of BTC Vegas) 1. BTC treasury cos hijacked the BTC beta narrative from the miners. Massive investor rotation at play right now. But…treasury cos with no revenue means more dilution risk when converts mature and the next bear market

1RT Fund (@1rtpartners) 's Twitter Profile Photo

🔥 Just dropped: our 50Talks conversation hosted by Josh Siegler with Pascal Gauthier Ledger, CEO and Chairman of @Ledger - a deep dive into what’s next for self-custody in a post-ETF world. 💡 Key takeaways: 🔐 Ledger isn’t just a hardware wallet. It’s core infrastructure powering the

Josh Siegler (@josh_siegler) 's Twitter Profile Photo

I hosted a fantastic podcast with one of the best CEOs in the space, Pascal Gauthier Ledger from @Ledger. The future of crypto is digital private property and Ledger is leading the charge. In our discussion, we dive deep into Ledger Live functionality and how Ledger wallets have evolved

Josh Siegler (@josh_siegler) 's Twitter Profile Photo

Self-custody is absolutely crucial to the onchain future. So why trust a centralized custodian with any of your wrapped assets in DeFi? Enter DCTs... a new security standard for assets onchain. Zenrock zenBTC aligned with SEC Chair 🔥🔥

zenBTC (@zenbtc_official) 's Twitter Profile Photo

BTCfi is coming alive on Solana - and zenBTC is unlocking Bitcoin for it. It’s the first wrapped BTC that’s decentralized, self-custodied, and earns yield. But why wrap Bitcoin at all? Bitcoin is the world’s most valuable digital asset – yet less than 2% of it is used in

BTCfi is coming alive on <a href="/solana/">Solana</a> - and zenBTC is unlocking Bitcoin for it.  

It’s the first wrapped BTC that’s decentralized, self-custodied, and earns yield. 

But why wrap Bitcoin at all? 

Bitcoin is the world’s most valuable digital asset – yet less than 2% of it is used in
Josh Siegler (@josh_siegler) 's Twitter Profile Photo

Three Thursday Theses… 1. Protocol foundations are a response to uncertain regulatory policy - NOT a natural framework for onchain businesses. Why split your business in two? We get misaligned incentives, tokens with mismanaged utility, and poor governance. Protocols of the

Zenrock (@officialzenrock) 's Twitter Profile Photo

zrTalk Episode #1 – Full Podcast | The Vision Behind Zenrock 🎙️ In this episode: - The origin of Zenrock and the problem we’re solving - What makes dMPC superior to multisig - How DCTs power decentralized custody - Why zenBTC is different from any wrapped BTC that’s come

Josh Siegler (@josh_siegler) 's Twitter Profile Photo

Three Thursday Theses… AI <> Crypto Edition 1. The near-term opportunity for monetizing AI demand is decentralized compute marketplaces. But we may be nearing a peak for this trade. GPUs have a ~3 year payback period for cloud compute. Small providers need to source GPUs, find