ARI
@FeederRotation
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To be successful, you need friends. To be very successful, you need enemies.
intrasubjective
Joined March 2024
$37m: the market rate in crypto for a couple of aws instances run by non-retards.
Thrilled to announce the @conduitxyz Series A, with @Paradigm doubling down and co-leading with @HaunVentures . We want to make onchain compute as accessible as cloud compute so that crypto devs can build without limits. More below on how this raise advances that goal
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tldr of hyped next-gen ecosystems + networks: navigate wisely anon
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eth people would rather have 0 users than admit this guy has been right for 2+ years.
@toghrulmaharram L2s are parasitic to L1s because L2 stakers determine ordering ->> L2 stakers get MEV and L1 stakers do not.
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just one more layer bro please just one more layer bro please i promise we’ll aggregate all other layers bro.
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paradigm <> ethereum.multicoin <> solana.founders f <> polygon. kingmake an ecosystem or die trying. one of these will die trying.
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quadrants are not indicative of investment returns (except bottom left, don’t be in the bottom left).
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multicoin realized this meta shift early after selling a de minimis amount of sol in the first sol boom. ran back their next fund with an assortment of render/depin/ai dogshit to target shitty vcs and institutions. set the narrative early and able to book profits before launch.
We frequently talk about VCs dumping on retail, but actually in many cases the VCs closest to founders are just dumping on other VCs - early rounds for vapor that later raise at $1bn or more are like $25-50 million, so investors are already up 20x+ when HackVC or others enter.
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i don’t work at paradigm, i won’t steal your ideas and launch a competitor . this is a safe space king.
Viewer discretion advised. Not financial advice. Can’t be more mid.
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crypto vcs: let's give away $1m for figma mockups because we have no other ideas how to allocate capital. yes, what crypto really needs is more arrogant useless business majors dumping useless products on retail.
Introducing Monad Madness, a pitch competition by Monad:. - $1,000,000 in prize money.- 20 teams competing per location.- 60+ VCs watching.- $60M+ in expressed investment interest. The biggest stage for any team building on Monad. More details & applications live in 48 hours 🔔
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what actually rubs people the wrong way about jump building firedancer versus paradigm building reth:. -the black box nature of HFT firms.-unknown entity structure of kanav + jump crypto (wormhole, pyth, ventures, trading operations, etc).-2+ years of tacit knowledge for an.
Is anyone uncomfortable that MEV extracting specialists Jump crypto is the primary client dev for Solana's Firedancer client or are we not supposed to talk about that.
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kanav isn't retarded and played his role but if you think he was really running jump, i have a bridge in brooklyn to sell to you.
Kanav gets a lot of unfair flak for the accidents of 2021. The real mystery is why so many 20-35 year olds get to run systemically important money crypto companies with no experience whatsoever in financial regulation or compliance?.
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> checks bio: omni, sei. sometimes life imitates art.
my #1 piece of GTM advice for new web3 teams is to establish trust by ruthlessly associating (via partnerships, joint marketing) with top brands in the industry. everything (KOLs, ambassador programs, social community / awareness) comes downstream of this.
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ensuring that eigenlayer avs protocols are venture-backable is the existential issue for sreeram + team. retweeting token scams a la omni/aligned/witness is a surefire way to attract all the beta-chasing grifters, driving away genuine builders.
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why solana succeeded:. - realized that optimizing for home solo stakers is incorrect.- unsustainable fixed gas pricing model in the early days as a growth tactic.- ftx.
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VANCE CAN WE PLEASE STOP WINNING.
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words + phrases that have lost their meaning:. - context.- based.- path dependent.- rollups .- espresso.
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run a crypto company like a semi-competent silicon valley startup challenge [impossible].
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eclipse is doa/never launching and the other competent team(s) will raise more marked-up rounds while trying to grok the fucking horrendous svm codebase that nobody understands.
SVM rollups are coming.
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> re: where innovation comes from. if an L1/infra protocol outsources all app dev to grants or the "permissionless innovation layer", it will be doa. all the good protocols attempt to dogfood their own infra:. eigenlayer <> eigenda.solana <> solana phone.[redacted] <> [redacted].
@0xMert_ @sreeramkannan @getsqt @eigenlayer No other team in the industry has shipped an award winning mobile phone.
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just one more pivot bro, i promise just one more pivot just one more pivot bro, i promise just one more pivot just one more pivot bro, i promise just one more pivot.
Down bad the last two days first Vitalik says synchronous atomic composability is overrated and now JCharb publishes 78 pages of thinkpiece on sequencing and doesn’t mention Espresso.
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megaeth getting the endorsement from the ethereum elite means that it will either end up like optimism or scroll, no in between.
Proud to announce MegaETH's $20M Seed Round. MegaETH is the first Real-Time Blockchain, streaming transactions at 100,000 TPS with millisecond latency. Our mission is to turn cutting-edge ideas into everyday reality with fully onchain, interactive & sophisticated apps. ✨Story
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eigenlayer deserves to be saved. even if only for the sole reason to signal to vcs that sharp, genuine founders working on ambitious 0 -> 1 problems are worth funding over token scams.
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my lawyer told me that qt'ing with more than 3 emojis no longer qualifies as constitutionally protected free speech. see (@aeyakovenko v. deep state, 2022).
▫️◽️◻️ ⬜️.
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translation: the chief is back in command. ethereum desperately needs a steward to distinguish the long-term builders from the short-term dumpers. if vitalik doesn't talk about your project, you're a cosmos chain to him.
I take this seriously. Starting next year, I plan to only publicly mention (in blogs, talks, etc) L2s that are stage 1+, with *maybe a short grace period* for new genuinely interesting projects. It doesn't matter if I invested, or if you're my friend; stage 1 or bust. Multiple
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eigenlayer is a $16b scheme that has lost its leader. the ethereum elite has been paid off, the house is being cleaned out -- course correction is underway. the golden child will return with a vengeance.
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beware the former ai founders selling vaporware crypto x ai visions.
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things you say when the people you're shadow LP'ing into tell you that they have zk vaporware bags that are dropping tokens in short order.
The future of freedom depends on zero-knowledge proofs.
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call me crazy but i don’t think kevin bowers going on stage once a year to talk about the speed of light really addresses any of these points.
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growing up is realizing the world operates on the machiavellian instincts of people no less retarded than you in positions of power. courage is in shorter supply than genius; only you have the agency to do something about it.
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@_choppingblock 1. bankless should be farther bottom right.2. MoZ is nowhere near as degen as Gwart.3. @hosseeb -- no need to be humble, you guys are more upstream than you think.
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infra developers: please build illegal & unregulated services and exchanges on top of our infrastructure to pump our bags while we take 0 legal risk.
Someone build blinks for sports betting. Tweet live during big moments in games when already have attention. Reduced friction would significantly increase conversion.
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entirety of solayer codebase just leaked.
1/ fn main(Endogenous AVS) {. return Solayer mainnet.}. > system completing.
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the path towards symbiotic being the de facto restaking leader is clear. paradigm running back the second mover, better execution strategy to perfection. something something incentives rule the world.
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@bridge__harris FF's crypto venture investments are still mostly beta but at least you guys are probably trending in the right direction. thiel's bitcoin trade still undefeated.
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nice to see chris dixon emerge from his hobbit hole for a16z's flagship $100M apac retail scam.
Great to facilitate the meeting of the legendary iconic leaders of two industries - @Hitman__Bang of K-Pop & @cdixon of blockchain/web3🔥. They are both strongest supporters of @StoryProtocol 🙏
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i am proud to announce that i will also be at ethcc. i’ll be the guy in the black shirt and a backpack — come say hi!. DMs open.
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memecoins have saved my company and enabled me to cash out millions as my token bleeds towards 0.
Memecoins have unironically pushed DeFi protocols to innovate & adapt to handling high-volatility assets through:. - Risk engine improvements through isolating risks (for leverage/borrows).- Better swap UX through Telegram trading bots.- Optimizing tx success rates.
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solana views its users as their children, somewhat condescendingly and exploitatively but with an implicit symbiotic evolutionary contract. ethereum views its users as their technologically inept grandparents who clicked on a 1000-page tos agreement without a legal background.
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"agi" in the handle + run by the standard polygon suspects. we've seen this story before.
We are thrilled to announce Sentient's $85M seed round, co-led by @foundersfund with @peterthiel, alongside @PanteraCapital and @hiFramework. This marks a pivotal step in aligning AI development toward a community-built open AGI platform. Our vision at Sentient is to ensure AI
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can't wait for li jin's next essay on how this is just part of pump's $80m marketing budget to capture more attention.
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might want to update your website then
VCs are not builders.
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another hackmd!. onwards and upwards to the series c! ($5b min, $10m+ in secondaries).
Espresso is building a marketplace for rollups to sell their sequencing rights. We wrote up a detailed post on our market design: a combinatorial lottery that sells execution tickets for rollups or bundles of rollups. Please give us feedback on the design:
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@SolBeachBum “it’s all open source code” is one of the most pathetic arguments. systems + institutions are held together not by pieces of paper, but generations of tacit knowledge, trust, and customs transmitted through people . asymmetric info and secrets amongst in-groups rule the world.
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the fact that you can substitute "bullish" with bullshit and the tweet still makes sense is peak crypto research.
the smartest young people in crypto - the ones you couldn’t hire even if you tried - spend their time writing 100+ page research reports on DePIN. so fucking bullish it hurts. study opportunity costs. study revealed preferences.
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highly credentialed academia-engineers will almost always lose to the business bros that front-run every narrative and tolerate much higher levels of regulatory risk.
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@tbr90 @MariaShen many of those funds have killer pnls but are not necessarily driving the industry forward. undoubtedly great to be an lp in those funds.
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tldr of dating in your 20s: the mechanics and culture of modern dating. Link:.
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there are maybe 5 people under the age of 25 in all of tech that have founded or are stewarding a company that isn't a complete grift. everything is one big horse and pony show: raise, overpay for some flashy landing page, and throw a stripe or connect wallet link in the header.
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@0x_brandon don't disrespect my bald king like that. sequoia sucks ass at crypto, a16z objectively does not.
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solana, celestia, [any pos network] operate the same way:. set inflation to 10%, insiders represent 80%+ of stake (locked)--> insiders receive 8% of the float each year (unlocked) --> sell . if you're thinking about the incentive compatibility of inflation, they've already won.
@R89Capital Rex you’re missing the point. Solana’s issuance is a grift to increase insider ownership.
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portcos don't fall far from the vc tree
This is not a simulation . DRIFT MCLARENS have landed in Singapore and are ready to ride
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bullish all nyc crypto companies not on the list.
NYC is a global crypto hub. It's home to some of the industry's most iconic companies and the destination for a constant inflow of builders. We wanted to make it simpler for everyone in this community to find and collaborate with each other. So we built
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pales in comparison to the harmony grants of the good old days.
Wasn't Near giving out 7/8 figure grants to now-dead teams last cycle?.
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3, max 4 positive contributors to the industry.
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@knowerofmarkets when berachain doesn’t launch in q3, you can join the countersignaling wordcels.
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the type of deals Haun ventures leads vs the deals they beg for allocations based on 2014 connections to fund dan's daily erewhon kombuchas
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this chart is cursed on so many levels.
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@0xMert_ perhaps they should be lower but at least they understand the meta-game. can't say the same for some of the other vcs.
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espresso-v2 but with much more adverse selection. rome wasn’t built in a day but at least it got built. truly herculean effort.
Today, we announce $9M in funding!. This will help Rome bring modular @solana services to the @ethereum network, making L2s as fast and decentralized as Solana, secured by the full Solana stake. Led by @hack_vc, @HashKeyGroup, @PolygonVentures, @PortalVentures, @aeyakovenko,
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i have to frequently remind myself they have a DA layer that nobody uses.
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paradigm playing all sides to perfection:. - vice grip on the eth social layer.- hand in new solana protocols via fellows + existing key pieces of infra.- invested in solana-adjacent teams; solana mainnet hedge + run back the ecosystem playbook. clear eyes, full bags, can't lose
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may not have been his ideas, but neel's thesis on why building a raas isn't a great place to build long-term is correct.
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one 100m a16z portco founder gone dark. another 100m a16z portco founder publicly demonstrating his level of retardation and the other posting d-tier philosophical intellectual masturbation
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overpriced and elitist with only 10 locations in over 50 years?.
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even the most hardcore and autistic nerds hate the intellectual circlejerk. we need a great cultural reset.
I am like 15 hours of listening behind on infra research podcasts and it feels like homework now.
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study bitcoin + elliptic curve cryptography.
Solana = CIA. Founder is jewish ukranian american. Early investors are accredited american VCs. Very non-cypherpunk philosophy, extremely unfair launch. Involvement with SBF. CIA is often behind similar things, like TOR, Crypto AG and Signal. And they confirm to have many crypto
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Dating as a call option, metagaming is a bad strategy, and other red pills:
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there’s like 20 people in crypto that can code and have non-negative verbal intelligence.
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more likely that proposer commitments and pre-confs will launch before firedancer.
So @aeyakovenko said he thinks there's a 50/50 chance of seeing a full Firedancer 🔥💃 client by @solana Breakpoint. You can now trade the outcome of this with @HedgehogMarket Prediction Markets 🤝
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if ethereum ships multiple concurrent proposers before solana, i'll dedicate this account to gaslighting every application developer on why they should pay the protocol guild + paradigm a tax for every transaction. also, i'll pay for enshrining max in protocol.
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thiel always said that company names are indications of company culture and motivation. uber --> above the law. soon --> always raising, never launching. soon^tm.
We are excited to announce the Soon Co-Builders Round. With the support from top builders such as @aeyakovenko co-founder of @solana, @calilyliu the president of @Solanafndn, @musalbas co-founder of @CelestiaOrg, @TheRealKartik co-founder of @EthGlobal, @0xkatz founder of
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seal team six picking fights with the manlets is a nash equilibrium strategy to take their eye off the ball of actually shipping code to production.
If equilibrium behavior in the game that you designed is to send your transaction to 100 leaders and then have them all blast the current leader, you have a mechanism design problem, not a technical problem. There may be technical failures that define the rules, but the problem.
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the first consumer crypto vc that brings on a credible celebrity/influencer as a venture partner will have provided more value than all other consumer crypto vcs with their braindead thinkpieces. the market wants thots, not thoughts.
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what have you guys worked on in the past year?. Espresso:.
probably nothing.
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consensys's organizational incompetence makes eigenlayer look like a competent silicon valley startup. more broken than the mechanisms that the seal team six mechanism designers theorize about.
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bd team getting ready for a hard day (saying gm in the group chat to the same 10 people).
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