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

I so deeply miss tradfi 🥹 there’s never been a better time to be a tokenization bro 🥹🥹🥹
Rn tho I am somehow in a T-shirt and slacks in a room full of regulators 🙈

SOL/ETH chart is all you need to see to understand the revenue fallacy in crypto. Its all flows and tribe

Solana breakpoint pumping ETH sounds right

Brother Mo Shaikh left Aptos and all the altcoins dropped 60-90%. You guys need to apologize

The words “Hawk Tuah” refer to Hawkish comments by the Fed while cutting rates. It immediately results in the market spitting all the coins

In crypto “revenue meta” is just two fancy words for “bear market”

All of the 5 million ETH held in Puerto Rico will soon belong to Tom Lee

Tempo testnet is like 9-11 for Ethereum testnet

Every crypto company should build an equity company building a non crypto, large TAM business

How are you a fully grown adult of 23 not building your own hyperscale AI datacenter?

Tech and finance industries are experiencing an unprecedented level of groupthink around AI

6942 mentions of AI onstage at ADFW, 0 of crypto