0xsudogm

icymi we are now entering into the phase where just announcing the company will do something in crypto pumps the stock

the ways we understood financial primitives are evolving rapidly as money moves increasingly faster and frictionlessly onchain

tried fiat wire withdrawal on backpack for the first time and worked pretty smoothly, landed first thing Monday morning with a 20 USD fee

if you remember back in the day this was one of the killer features that FTX had that probably contributed to a ton of user growth

there’s a certain poetic elegance to the fact that your Solana withdraw options today are SOL or FARTCOIN

and that FARTCOIN trades more spot volume than both ETH and SOL

30 yrs ago if you told ppl commerce will be done on the internet you’d be laughed out of a room

same thing today if you said finance will be onchain

would be a life regret if you believed in it early yet the portfolio did not reflect the view

Hyperliquid traders in Singapore 6.11? hmu

crypto is the only place that could come even close to competing with IRL Silicon Valley in matching ideas with capital

a native asset only becomes money when finance builds on top of it

you don't impose a money thesis, instead you build finance and then it becomes money

the moment financial activity fades, the money thesis breaks

ATH day

you'd be shocked to find out how many 20 y.o. college students are already deep into Hyperliquid

just saw what might be the biggest market structure shift in crypto, and it went grossly underreported

write up coming soon

a delegation service with the sole mandate of tracking every related airdrop and never miss a single one

TEEs already play a much bigger role in crypto than most ppl realize, its importance is likely going to grow even more from here

Double 0
Chorus 1
Layer 2
HIP 3
Fingers 4
Dao 5

permissionless market creation is the single greatest innovation of crypto

if you believe crypto is a multi decade mega trend then nothing is worth trading your reputation for

so bullish crypto can't even see straight

there’s no real difference between feeding compute credits into AI models and clipping SOL into memecoin charts

burn credits, pray for magic to happen on the other side

different rituals, same religion