Mustard on the beat hoe

Had an awesome time on @liquidculture_ We discussed the cultural evolution of previous cycles to understand where we're at and where we might be headed S/O Ben Roy and natalie 🪐 for having us on

these FOMC edits go hard

The era of brain dead private → public token arbitrage is coming to an end. We simply don’t need more useless infra + tokens while there’s clear secular winners emerging across the cryptoeconomy. In time the market structure will shift to reflect this. The frontier is liquid.

Alpaca without its wool

This drunk guy got into a fist fight with his own reflection at the bar 💀

She sold out to Big Parma.

Ryan's story is remarkable. He joined Messari as one of the researchers and leveraged that knowledge to start Syncracy Capital, one of the top new funds Ryan Watkins Hedge Fund focuses on identifying secular winners in this emerging asset class of blockchain guided by their

Bag talk. I fw this

If you can’t handle me at my crash out you don’t deserve me when I cash out

Excited to share a surprise bonus episode we did with Ryan Ouyang of IYK! We chatted about IYK’s origins and product vision, as well as some more personal topics around being a young founder + dropping out of school to work on startups. Really enjoyed this one! link below

In emerging blockchain ecosystems, religious energy is a powerful leading indicator of success. Well-crafted narratives act like temporal magnets, drawing future resources into the present, making extraordinary outcomes almost self-fulfilling. In essence, Soros’ reflexivity

Solana now rivals Ethereum across nearly every key metric. Yet $SOL trades at just 33% the valuation of $ETH. Our Solana Thesis Part II: The Data-Driven Case for $SOL. 1/

At Reforge, we spend a significant amount of time on GitHub: we’re either perusing repositories as part of investment diligence for a project, using it as a tool to source founders and ideas, or just trying to learn more how a particular project or idea is being implemented.

Meet the February '25 Analyst of the Month: PC Paul is a Research Analyst at Franklin Templeton Digital Assets where he is responsible for conducting fundamental research and analysis on liquid and venture investments in digital assets. Read on to learn more about: 1️⃣ His journey from studying

PC is one of the most brilliant analysts I know in the space This is much deserved.

Hyperliquid Thesis Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world. Our thesis on Hyperliquid’s "financial aggregator” opportunity. 1/