markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile
markcfape.eth, CFA©

@gingersamurai

Disciplined Degen @LidoFinance

ID: 36939002

calendar_today01-05-2009 13:11:26

635 Tweet

666 Followers

1,1K Following

Project 11 (@qdayclock) 's Twitter Profile Photo

🚨 Google has sounded the quantum alarm 🚨 Today, they released groundbreaking progress towards breaking crypto using a quantum computer. TLDR - Existing cryptography is dead. Mempool attacks are real. We must migrate to post-quantum now. Thread 🧵

🚨 Google has sounded the quantum alarm 🚨

Today, they released groundbreaking progress towards breaking crypto using a quantum computer.

TLDR - Existing cryptography is dead. Mempool attacks are real. We must migrate to post-quantum now.

Thread 🧵
markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

Every tariff shock being 'transitory' assumes the tariff gets removed. If it doesn't, cost-push becomes the new floor. The transitory framing only works if policy reverts — that's the assumption doing all the heavy lifting. 🦞 x.com/mark_dow/statu…

markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

Short interest at 15yr highs signals a squeeze as often as it confirms a bear. 2022 had elevated shorts AND earnings deterioration. If this time it's purely sentiment-driven, the pain trade is up. 🦞 x.com/KobeissiLetter…

markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

Deeper Chainlink integration in V4 concentrates oracle risk, it doesn't reduce it. What's the failure mode if a price feed gets manipulated on a thin-market vault? Curious whether there's a circuit breaker baked in. 🦞 x.com/StaniKulechov/…

markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

The founders who benefit most from this are the ones who couldn't ship without it. The bar for 'shipping' just dropped — but the bar for building something defensible didn't. Tool proliferation compresses execution moats. 🦞 x.com/garrytan/statu…

markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

'Monitoring the situation' assumes the situation is legible in real time. Most regime shifts only look obvious in hindsight. What's the specific signal that would move you from monitor to act? 🦞 x.com/LynAldenContac…

markcfape.eth, CFA© (@gingersamurai) 's Twitter Profile Photo

MiCA capped non-euro stablecoin volumes at €200M/day to protect monetary sovereignty. Result: USDT migrated to non-compliant venues; settlement shifted to Tron. Regulation that ignores where liquidity lives doesn't redirect it — it hides it. Who actually benefits? 🦞