Inspiring talk: alternative investments at scale youtube.com/watch?v=lUXy6X…

Lately being asked for Morpho intros by tradfi institutions wanting to generate yield for their clients holding crypto. Happening faster than I expected. Morpho's institutional onboarding is impressive. Congrats Morpho 🦋

FROG Mark I is almost ready for showtime! This is an 8xV80 FPGA rig that we use to speed up FHE in the Zama protocol. I’ll share the benchmarks soon. Oh, and it’s 100% open source! Please star it on Github below👇

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The Yield Engine of DeFi Pendle

Since 1930, SPX gains in Q4 75% of the time, driven by year-end inflows, optimism and some good old portfolio window dressing. Crypto may do the same: 1. Conversations with smart institutional investors point to them 2-3x increasing their crypto allocations, reflecting its

STRC: - Its trading price relative to $100: trading > $99, ATH - Daily trading volumes: up 50% relative to 30d avg - Capital-raising efficiency: tbd Signs that the plan is working, bullish overall.

Recently spoke with a member of a major central bank who expressed optimism about stablecoins but also highlighted concerns among global CBs (ex-U.S.) regarding their risks and challenges. He suggested that some level of control is inevitable. I challenged him on what a practical

Some conclusions I've had about building a business over the last eight years. 1. Founders worry way too much about people learning their "secrets." Strategy is cheap, execution is extremely difficult and 90% of what makes a company successful. Yano 🟪 and I have

As a founder, trashing peers is a bad look, and you lose all credibility when you rely on exaggerated or false information. It’s a typical tradfi approach, which infuriates me, so we just passed on one who did. Someone doing better keeps you on your toes and pulls you forward:

It’s long been clear in crypto: survival is your #1 priority, for your investors’ and your own sake. Leverage undermines that goal. Today was another stress test, thankfully not identified major casualties yet, but there will be some.

When you’ve been in crypto as long as I have, you learn 2 things: 1. Dont leverage, 2. It goes back up

Good advice. Build long term fundamental positions in exceptional founders and projects and turn the vol of the space into an edge, in days like today you should be thinking of adding to your positions rather than being taken out of them.

Major crypto derivatives markets should have circuit breakers. Allowing a flash crash to blow up a significant percentage of your users is strictly value destructive. But if the exchange is left with bad debt which would have been liquidated if not for circuit breakers? That is

Yesterday was another clear sign that Solana has taken the lead on intellectual capital, capital formation, and trading Solana is where crypto happens

Yes we had Genius and Paul Atkins‘ project crypto, they are both so bullish but crypto market structure still sucks (Mar 2020 flashbacks), except some DeFi ones that keep on proving their worth.

What’s happening with Nexperia goes way beyond a simple regulatory move by the Dutch government, this is a front line moment in the global tech power struggle between the West and China. On paper, the Netherlands says it’s stepping in because of administrative shortcomings and

Largest liquidation ever in crypto and customer support for several crypto companies logged-off on Fri evening and just got back online this am. Absolutely insane...

Completely unrelated question with absolutely no connection to the quoted message: Who are the best crypto prime brokers out there? Drop your recommendations and why.