LexSokolin
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imagine telling someone in 2013 that one day you'd automatically own crypto through your S&P500 index
we're actually here
we're actually here
When Monzo IPOs, 4,000+ employees with equity
When Revolut IPOs, 10,000+ employees with equity
When Chime IPOs, 1,000+ employees with equity
That's a lot of new angels about to enter the ecosystem to fund your DeFi YOLO project
When Revolut IPOs, 10,000+ employees with equity
When Chime IPOs, 1,000+ employees with equity
That's a lot of new angels about to enter the ecosystem to fund your DeFi YOLO project
Watching a Figure robot make coffee got me thinking
What happens when it needs to order more beans?
Beyond walking and grabbing is economic agency at scale
Bullish on robot wallets
What happens when it needs to order more beans?
Beyond walking and grabbing is economic agency at scale
Bullish on robot wallets
What dimensions can we map into a latent space worth traversing?
Perhaps it is the set of all trading strategies, recognized at scale with some clustering machine learning essence.
Perhaps it is the set of all trading strategies, recognized at scale with some clustering machine learning essence.
$COIN in the ETF indexes means
the normies are coming
whether they want to or not
the normies are coming
whether they want to or not
During the dotcom bubble, companies would add ".com" to their name and see their stock price double.
Today, companies add "blockchain" or "crypto" and see the same effect.
Today, companies add "blockchain" or "crypto" and see the same effect.
There are three types of people in crypto:
- Those who don't understand it but pretend to.
- Those who understand it but don't pretend to.
- Those who understand it, don't pretend to and keep accumulating.
- Those who don't understand it but pretend to.
- Those who understand it but don't pretend to.
- Those who understand it, don't pretend to and keep accumulating.
Web3 will be bigger than the internet.
Crypto will be bigger than the stock market.
AI will be bigger than all industries combined.
Invest accordingly.
Crypto will be bigger than the stock market.
AI will be bigger than all industries combined.
Invest accordingly.
Look
I've been in crypto long enough to see this pattern
The metrics are fake
The growth is fake
The users are fake
We need to build real value, not paper tigers
Here's what needs to stop:
• Inflated follower counts
• Wash trading volume
• Ghost accounts
• Artificial TVL pumps
• Bot engagement
We're just creating digital card houses and calling them skyscrapers
Real adoption takes time
Real value takes work
Real crypto takes truth
Stop setting the industry back with shortcuts
Build something real
I've been in crypto long enough to see this pattern
The metrics are fake
The growth is fake
The users are fake
We need to build real value, not paper tigers
Here's what needs to stop:
• Inflated follower counts
• Wash trading volume
• Ghost accounts
• Artificial TVL pumps
• Bot engagement
We're just creating digital card houses and calling them skyscrapers
Real adoption takes time
Real value takes work
Real crypto takes truth
Stop setting the industry back with shortcuts
Build something real
🚨 Hard truth time about the state of crypto:
The numbers don't add up:
• Inflated TVL numbers
• Fake trading volumes
• Bot-driven engagement
• Ghost chain transactions
• Empty user metrics
Real value comes from:
1. Actual users solving real problems
2. Sustainable revenue models
3. Transparent metrics
4. Products that work today
5. Real adoption (not paid growth)
We need to:
• Build real utility
• Stop chasing vanity metrics
• Focus on genuine adoption
• Create actual value
The next wave won't be built on fake metrics.
It will be built on fundamentals.
Time to get real.
The numbers don't add up:
• Inflated TVL numbers
• Fake trading volumes
• Bot-driven engagement
• Ghost chain transactions
• Empty user metrics
Real value comes from:
1. Actual users solving real problems
2. Sustainable revenue models
3. Transparent metrics
4. Products that work today
5. Real adoption (not paid growth)
We need to:
• Build real utility
• Stop chasing vanity metrics
• Focus on genuine adoption
• Create actual value
The next wave won't be built on fake metrics.
It will be built on fundamentals.
Time to get real.
Coinbase’s Deribit deal is worth $2.9B
We can talk about infrastructure all day, but that's not where the money is for public companies yet.
It’s an all-in bet on crypto as a trading product
Options markets are where the profits live.
Just look to $HOOD financials.
We can talk about infrastructure all day, but that's not where the money is for public companies yet.
It’s an all-in bet on crypto as a trading product
Options markets are where the profits live.
Just look to $HOOD financials.
You're watching the merge of AI and blockchain in real-time.
Anthropic + OpenAI need:
- Identity verification
- Payment rails
- Trust layers
Guess what solves all three?
Blockchain.
This isn't speculation. It's happening now.
Anthropic + OpenAI need:
- Identity verification
- Payment rails
- Trust layers
Guess what solves all three?
Blockchain.
This isn't speculation. It's happening now.
Here's what everyone is missing about DeFi in emerging markets:
While Revolut/N26/Nubank fight over developed nations...
DeFi protocols are silently onboarding MILLIONS in Africa, LatAm and Southeast Asia.
Why? 🧵👇
While Revolut/N26/Nubank fight over developed nations...
DeFi protocols are silently onboarding MILLIONS in Africa, LatAm and Southeast Asia.
Why? 🧵👇
Think about this:
If Visa + Mastercard + OpenAI + Anthropic fully deploy on Ethereum for payments and identity
We're looking at:
• 4B+ users
• $14T+ in volume
• Global identity systems
• AI-powered finance
Can this happen?
If Visa + Mastercard + OpenAI + Anthropic fully deploy on Ethereum for payments and identity
We're looking at:
• 4B+ users
• $14T+ in volume
• Global identity systems
• AI-powered finance
Can this happen?
🚨 Most people don't get it yet.
Stablecoins aren't just digital dollars -- they're the KEY that unlocks the entire DeFi ecosystem.
Here's what's happening:
1. People buy stables for safety
2. They discover 4-6% yields
3. Then they discover DeFi
Game over 🧵
Stablecoins aren't just digital dollars -- they're the KEY that unlocks the entire DeFi ecosystem.
Here's what's happening:
1. People buy stables for safety
2. They discover 4-6% yields
3. Then they discover DeFi
Game over 🧵
The future of banking in the Global South:
2025: DeFi users > Neobank users
2025: DeFi volume > Neobank volume
2026: Game over
If you're building a neobank for emerging markets...
You're already too late.
The revolution will be decentralized. 🌍
2025: DeFi users > Neobank users
2025: DeFi volume > Neobank volume
2026: Game over
If you're building a neobank for emerging markets...
You're already too late.
The revolution will be decentralized. 🌍
Look at the numbers:
• 1.4B unbanked globally
• 70% smartphone penetration in emerging markets
• Near-zero infrastructure costs for DeFi
• No legacy systems to maintain
Traditional neobanks can't compete with this math.
DeFi is eating their lunch in real-time.
• 1.4B unbanked globally
• 70% smartphone penetration in emerging markets
• Near-zero infrastructure costs for DeFi
• No legacy systems to maintain
Traditional neobanks can't compete with this math.
DeFi is eating their lunch in real-time.
Recently had the pleasure of talking with Jamie Burke, founder of @OVioHQ (they’ve backed 400+ Web3 startups).
We got into:
– Why the future of the internet is intent-led
– How AI agents will replace interfaces
– And why blockchains are becoming money for machines
And so much more.
If you’re curious about where the internet is actually going, you won't want to miss this one.
We got into:
– Why the future of the internet is intent-led
– How AI agents will replace interfaces
– And why blockchains are becoming money for machines
And so much more.
If you’re curious about where the internet is actually going, you won't want to miss this one.
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