Everyone is bored of vaporware RWAs. Plural is the exact opposite. Very happy for one of our hardest working founders in the portfolio and excited to double down!

USDH is now basically a 2 horse race. Very interesting to see the outcome.

Case in point

Starting to feel like the “Pokemon on-chain” boom is a bit of a farce. Hearing from multiple bidders that none of the whales are interested in considering anyone besides RIP.FUN . It’s not even a serious discussion, as though there was a backroom deal already done.

By this metric, PS needs to throw in a bid

Can we stop comparing Kalshi vs Polymarket? One is a proper crypto project (no KYC, transparent liquidity etc), the other is a betting market portraying to be one for optics.

Someone just made $1.2m on Polymarket by betting on Qarabag in the Champions League, insane to see in the open.

Prediction market users: We need better liquidity, most markets aren't useable Also, prediction market users: Market makers get paid for making markets, wtf ???

Weird, I was told $HYPE would tank if Paxos didn’t win. Am so confused right now, care to comment max.hl?

x.com/i/article/1971…

Hyperliquid became big because it was a great product. Aster is making it because it is backed by a shady giant. Wonder which one will last

NEW SET NEW SET NEW SET NEW SET NEW SET We JUST stocked the new MEGA EVOLUTIONS packs in our store. Only available RIP.FUN.

Pendle is NOT hacked. All funds are safe. That wallet however, was drained, and exploiter is minting PT / YT and dumping them .

Hyperliquid just made $41 million in a couple of minutes. Probably the biggest winner in all of this from a protocol perspective. Hyperliquid.

There is an impersonator of me active on both X and Telegram. Last night a post went viral with claims around a locked MEXC account. This is all fake, please do not engage with the account and report it.

Everyone was laughing at me when I said I was all-in on Pokemon cards 6 months ago. Sometimes diversification through collecting works.

Impressive how Kalshi got 0 on-chains losses in this market downturn. They are onto something.

Today, DeFi & TradFi converge into a new primitive. Strata mainnet is LIVE✨ app.strata.money Strata democratizes access to crypto-native returns via scalable, composable structured products designed for tailored risk-reward exposure. From Ethena Labs USDe to beyond.

I met this team probably 3-4 years ago for the first time. Always was happy to take a chat with them, whatever they were building, even though they weren't a portfolio company. Just because they are the nicest guys out there, and you could feel that when they'd find the perfect

Badge of honor