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Big congrats to Addison Damon 🇺🇸 arete — amazing what you’ve built at Thunderhead 🚀 It’s been a pleasure to work closely together throughout the years!

today we go beast mode

It's M&A szn innit

Powell said something that may be good for all of us over-allocated to this industry?!

Crypto also has worse oversight combined with larger capital raises than most traditional industries at an early stage. No one bats an eye if you've burned through $20m in 2 years... So bet on high integrity founders.

Owning the user/distribution has never been more powerful. Hyperliquid.

Guess someone read the Plasma docs?

This is getting interesting. Hyperliquid will let validators vote on the most qualified team to operate its new native and compliant USD stablecoin. There will also be a staking requirement and slashing.

Super excited to have the Chorus One x FalconX validator live in the active set on Hyperliquid 🤌 → 16th largest chain by market cap → 5th largest chain by stake → $100 is FUD Huge thanks to Kam 🌑 FerSob Adrian Brandon Cigri Joshua Lim and the rest of our

I disagree. We run a validator and the Chorus One research team is spending a lot of time reviewing all the proposals - and so are others. All the teams are engaging, answering questions, listening to community feedback. If anything, an extra day after proposal deadline would

Actually quite cool to see live signaling happening for ValiDAO delegators: gov.validao.xyz/hyperliquid-si…

Bitcoin?

The USDH governance vote brought up lots of memories (+ PTSD) from the Cosmos days, but it's amazing to see this much engagement/discussion and all these strong proposals. Our research team reviewed the different proposals and conferred with our delegators. Based on this

I love Solana so this makes me happy. Over the past 30 days, Chorus One has had the highest average rewards on our $SOL validator! → Highest ARR → Highest MEV → Highest Block Rewards Lock Umberto | Mostly Data 🧙‍♂️ and our Solana team inside for a bit and this comes out the other end 😁

Whole Ethena team is cracked and has been great throughout the USDH process. Came in with a super strong proposal and now another based move. Still see them launching at some point regardless, given the tickers they've bought already.

Interesting to see Robinhood continue down this path. → Filed to launch Robinhood Ventures Fund I (RVI) → Which will invest in innovative private companies → Intent to hold long-term through IPO and beyond → Plan to IPO the fund so retail can buy exposure to those

Are we there yet?

Mainnet Beta incoming! Plasma is the most egalitarian thing we've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society. Paul vinny Lucid

We’ll see a lot more DAT M&A and that’s a good thing.