Arthur @Arthur_0x
Founder & CIO @DeFianceCapital, a thesis driven crypto investment firm. Cynical Optimist. Nuance is the most underrated thing in crypto. DeFiance.Capital Singapore Joined April 2013-
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Thoughts on the current high FDV low float scam still being pushed by VCs: - Protocols are pushed to launch at the highest FDV possible to mark up pre-seed/seed investors bags - The market is the market and will price the asset accordingly irrespective of high or low FDV -…
The best hires are crypto native with operational experience, high agency and low ego
the problem with hiring non crypto natives, and ive seen this cycle after cycle, is that they don’t truly believe in crypto. and when they don’t believe in the industry where they work, they’ll never work as hard as they did in web2/tradfi. even worse, when bear market hits, they…
@Punk9277 @Arthur_0x Thinking aloud, you could view a lot of the dynamics as a repeated game in which m: - It’s individually +EV for most players to defect (but -EV for the industry) - It’s individually -EV for most players to punish a defector (but +EV for the industry)
The VC due diligence standard has clearly gone down the toilet in the last few months. A project littered with many questionable figures and founder with questionable history managed to raise at 1 billion valuation. We will continue to attract opportunists and gifters to this…
The real innovation of crypto isn't tokenization -- it's assetization. Assets have been always expensive to create. They either need to be physical goods, or have complex ownership, accounting, and payment structures to make them trustworthy and useful. Crypto makes the costs…
Approvals going out in a measured fashion (sorry for delay during conference & flood season). If you got some good token pitches, push them our way =)
I think we might reach a situation where majority of VC tech shitcoins just never pump at all… Like what happened to 2014–2016 dino coins. Already seeing glimpses of it now.
I am pretty sure there are more than 3200 millionaires that migrated to Singapore just counting 2021 to 2022 alone.
I am pretty sure there are more than 3200 millionaires that migrated to Singapore just counting 2021 to 2022 alone.
Long and strong, frens — volatility is the price you pay for high multiples — DFTU.
Absolutely the truth, truly very few governments get it.
Absolutely the truth, truly very few governments get it.
There are 27.6m monthly active users of stablecoins and people are still asking me when is crypto gonna achieve mass adoption. Your ignorance is my alpha.
There are 27.6m monthly active users of stablecoins and people are still asking me when is crypto gonna achieve mass adoption. Your ignorance is my alpha.
Unpopular opinion: We have seen a huge dispersion of returns this cycle in crypto. Few cryptos have outperformed BTC since Oct 23 cycle low and on a YTD basis. Many market participants have referred to the altcoins market now as a "PVP" market. Snapshot of the top 20 crypto…
.@NEARProtocol has the highest 12-month retention among L1s cc: @ilblackdragon
Great take and straight to the point.
Good thread for all aspiring fund manager there. There are a lot more things you need to manage when running a fund compared to investing your own money.
Good thread for all aspiring fund manager there. There are a lot more things you need to manage when running a fund compared to investing your own money.
can we please stop using the term kol
찌 G 跻 じ MBA, CF.. @DegenSpartan
262K Followers 4K Following Former Degenerate Spartan Private Crypto Fund Manager Quoted in CoinDesk & Cointelegraph Psyops Special Forces Reformed Hentai Addict Reinstated @egirl_capital
CL @CL207
193K Followers 9K Following shitposting, art, fashion 仙女資本@egirl_capital )))@echodotxyz captured by: @yueko__ no check dm sorry~
IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
Ledger 🇺🇸 Prome.. @ledgerstatus
232K Followers 1K Following Constantly curious. Building @flip_xyz and @talk_xyz, maybe one day @uponlytv again.
satsdart @satsdart
140K Followers 1K Following I like being nice to nice people | Chief Wassie @_WOO_X
icebergy ❄️ @icebergy_
144K Followers 3K Following Dev, Angel Investor focused on ai, crypto, nfts, and bitcoin created @CryptoWhaleBot @partyhatdao
loomdart - Holy War A.. @loomdart
307K Followers 15K Following building @loomlocknft + @bywassies https://t.co/lctDOfrMmf no longer angel investing, Just another humble servant of the Wassie Guild
SalsaTekila @SalsaTekila
195K Followers 2K Following CEO of SalsaTekila https://t.co/nRkZ8SB9Xg (SalsaTekila is compensated if you trade using the link, trading might lead to capital losses) Angel invest
McKenna @Crypto_McKenna
86K Followers 1K Following Si vis pacem para bellum. Liber Humanitas. General Partner at @Arete_xyz NFA
THE CMS @cmsholdings
139K Followers 1K Following Do you want to make money or do you want to be right?
intern ⨀ @intern
82K Followers 2K Following venture, ecosystem, marketing @monad_xyz || prev: venture @cmsholdings || crypto twitter note taker & meme maker 🤝
Hasu⚡️🤖 @hasufl
216K Followers 1K Following strategy lead https://t.co/74GZIbbSl9 strategic advisor @LidoFinance @SteakhouseFi
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
fiskantes.lens ⭐️.. @Fiskantes
89K Followers 2K Following joker of all trades, maker of decisions nfa, not your paid group leader @ZeePrimeCap @Sigil_Fund @DevmonsGG
Che 👹 @Cheguevoblin
45K Followers 2K Following The Lowest Neuroticism Acct on X Twitch Strims Saturday/Sunday at 2pm CST: https://t.co/K3Gm9wG5Ap Discord: https://t.co/xTMXDiwTcO
Andrew Kang @Rewkang
242K Followers 3K Following Shephard @mechanismcap @PleasrDAO Not investment advice
Powerlewd @powdahled
97 Followers 98 Following
JellyFreqTrading @JellyFreqTrade
15K Followers 49 Following
LadyBossNat @LadyBossNat
12K Followers 7K Following #Crypto #NFT #DeFi Enthusiast|Passionate about #Blockchain|Full-Time #Web3|Safety, Security, Community|Diverse Project Experience|Lets Build & Grow Together💌📥
Taha Amnay @qamnay
5 Followers 282 Following
El Professor @aforafro
3K Followers 3K Following I teach 👨🏫, I take 📸📽, I collect 🖼 and I'm a creative 🥷 by (uhm) I guess all the time. Memecoin Maximalist 😅
Anthony Blackburn �.. @0xCrabLegs
4K Followers 773 Following Growth @GunzillaGames // @playoffthegrid // @GUNbyGUNZ // @280Capital // prev. @SuiFoundation 🎮, 🥊, and 🏎️ fanatic. Views are my own.
baseballstars @det_mking
64 Followers 423 Following
Rohb11354 @rohb11354
155 Followers 1K Following
Nancy @nancyheree
40 Followers 399 Following
tagatta @tagattaaa
80 Followers 125 Following
Snehal Satpute 🏰�.. @SnehalSatpute12
262 Followers 2K Following Investor..#Cosmos #IBCGang #Solana #Luna💲💎🚀🏰🧪
حسین محمودی @ho3ein456
18 Followers 471 Following
(🌸, 🌿) Heatwave.. @SheeSubhojit
241 Followers 3K Following Crypto Investor ⚙️ Gem Hunter ⚙️ DEFI Maxi ⚙️ $MATIC $ATOM $INJ $DOT $AZERO $AKT 💙 https://t.co/HLc8Xvz7ER Army
MildSmokes (evm/acc) @SilverMirage1
139 Followers 734 Following #MONAD Discord : mildsmokes5 Fuelet . We are @TheMotorverse
Eljax @cryptoeljax
257 Followers 269 Following Crypto Enthusiast #BTC #ETH #BNB #DYP #SOL #AVAX #XRP #DeFi #NFT #GemFinder 📢Announcing #Altcoins going to Moon🚀🚀
lynus parfait @LynusParfait
10 Followers 28 Following
demenko Y @demenko99197
0 Followers 6 Following
sravanreddy.eth 🆙�.. @sravanreddy_eth
652 Followers 2K Following You will get what you deserve @thenowpass & @lukso_io believer
kobra @lostBoy14840437
434 Followers 843 Following Who's gonna tell'em how we escaped the Matrix? 🦈😽
kato.🐻⛓️ @CryptoKat0
142 Followers 681 Following
Armstrong Yuan @ArmstrongYvan
17 Followers 128 Following
AbuAzoz @H982A
7K Followers 266 Following
Dương Huỳnh @DngHunh48365394
80 Followers 288 Following
Meyers of Keswick @MeyersOfKeswick
314 Followers 796 Following
Aadil Paray @AadilParay660
2 Followers 25 Following
Gordan Geko @parmar_steve
127 Followers 1K Following
Biteazy⚡ @Biteazzy
662 Followers 900 Following Ex-software engineer turned into a crypto trader & Investor | Passive Income | Not financial advice #dyor #Bitcoin #ETH #AI #BRC20 #GAMEFI #MEME
HelloLydia¹³ @HelloLydia13
304 Followers 535 Following Researcher @Mint_Ventures 🌿 | Prev.@GMMaverickCap INTP 🤖 | Cat lover 🐱| Enjoy reading books (without how-to on the cover) 📚 👀Web3 gaming & AI & NFTs 🖋
starry @bsc22098860
16 Followers 174 Following
lenny @blockchainlenny
141 Followers 753 Following The dumbest bull is smarter than the smartest bear in a bull market. Member @MetaMuffinYT | Co-founder @SolpakaSolana I am here to find my future wife. DM me.
Tyler Zhou (TZ) @tz_sahara
166 Followers 903 Following @SaharaLabsAI | Ex-Director @BinanceLabs | Cal Bears @UCBerkeley
Destin | C3 🔌 @NFTDestin
1K Followers 2K Following Chief Product | | CULTURE x COMMUNITY x COMMERCE | @Solana | FLA 🌴
PegasuzSz @PegasuzSz
6 Followers 35 Following
CL @CL207
193K Followers 9K Following shitposting, art, fashion 仙女資本@egirl_capital )))@echodotxyz captured by: @yueko__ no check dm sorry~
IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
Ledger 🇺🇸 Prome.. @ledgerstatus
232K Followers 1K Following Constantly curious. Building @flip_xyz and @talk_xyz, maybe one day @uponlytv again.
loomdart - Holy War A.. @loomdart
307K Followers 15K Following building @loomlocknft + @bywassies https://t.co/lctDOfrMmf no longer angel investing, Just another humble servant of the Wassie Guild
McKenna @Crypto_McKenna
86K Followers 1K Following Si vis pacem para bellum. Liber Humanitas. General Partner at @Arete_xyz NFA
Hasu⚡️🤖 @hasufl
216K Followers 1K Following strategy lead https://t.co/74GZIbbSl9 strategic advisor @LidoFinance @SteakhouseFi
0xngmi @0xngmi
106K Followers 256 Following Building a transparent defi dashboard at @defillama. Code llama @llamapay_io @sealed_art @smolrefuel Would rather be right than make money
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
fiskantes.lens ⭐️.. @Fiskantes
89K Followers 2K Following joker of all trades, maker of decisions nfa, not your paid group leader @ZeePrimeCap @Sigil_Fund @DevmonsGG
Andrew Kang @Rewkang
242K Followers 3K Following Shephard @mechanismcap @PleasrDAO Not investment advice
Flood @ThinkingUSD
224K Followers 644 Following Crypto Trading // Bitcoin class of 2013 // @insilicotrading COO // Ramiel Capital Janitor
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
Jordi Alexander @gametheorizing
98K Followers 670 Following Founder @SeliniCapital ; Alchemist @0xMantle; Lad @0xSteadyLads; Game theory aficionado ; Angel investor and advisor ; It’s Philosophy all the way down.
Hal Press @NorthRockLP
55K Followers 521 Following North Rock Digital NFA/DYOR https://t.co/JlM4szjYLa
Victor Cheng @VictorCheng7
1K Followers 915 Following CSO @karak_network; Advisor @MUXProtocol, @nametagtweets, @rabbitx_io; ex-PM @coinbase listings
Arman Dezfuli-Arjoman.. @rawrmaan
9K Followers 332 Following Host of The Hotspot, a podcast about @helium! Founder @fairspothelium. Board @HeliumFndn.
Kay Capital @keyahayek
138K Followers 2K Following | 🐸Prop Degen | 🌕️Prev Crypto VC & CEX | YVR🇨🇦 / MEX🇲🇽 / SIN🇸🇬 | #Bitcoin er SINCE 2013 |
Teng Yan 🥕 @0xPrismatic
14K Followers 5K Following I like Crypto, AI, Science & NFTs. d/Acc. Prev: @Delphi_Digital, @holmusk, medicine // Writings: https://t.co/hFTrhGYUyQ // Currently chasing a grand ambition
TON 💎 @ton_blockchain
567K Followers 739 Following The Open Network (TON) is putting crypto in every pocket. By building the Web3 ecosystem in Telegram, TON is making digital ownership easy for billions.
Mia 🦋 @miaferrariii
7K Followers 758 Following visionary at core playful at the surface • just launched: @WalkinEvents @GetCohosts • prev @fabric_vc @nothingnyc
AVALON @avalon
153K Followers 3 Following Multi-Genre MMO Universe powered by AI and built by Industry Veterans. Backed by @BITKRAFTVC, @Hashed_Official, @CBVentures and more! The awakening has begun.
fantasy.top @fantasy_top_
68K Followers 14 Following what app is this? powered by @Blast_L2 https://t.co/DPUEs8v00e
tycho.btc @TychoOnnasch
9K Followers 760 Following 🟧 Building Bitcoin lending markets @ZestProtocol | Contributor @StackingDAO | Previously @trustmachinesco & @Stacks
Colin Choo @colinchoo
409 Followers 438 Following Investor | Ex-Ajaib Head of Crypto | Ex-BCG | Advisor @virtuals_io Member @arcthecommunity
Bitmap Tech - Merlin�.. @BitmapTech
201K Followers 479 Following https://t.co/ZytF2jZnsa - Merlin Chain @MerlinLayer2 - BRC-420 (https://t.co/3pJHKYWuQ9) - https://t.co/7eTxErvAs7 (Bitmap Metaverse) - Recursiverse (https://t.co/tlXxXlrOtd)
muneeb.btc @muneeb
112K Followers 556 Following Co-creator of @Stacks, a Bitcoin L2 (layer-2). CEO @TrustMachinesco, building Bitcoin apps.
Momir @momir_amidzic
2K Followers 2K Following 投研 @IOSGVC. My opinions are my own. 'The impetus to start at all necessitates a level of naivete.'
EigenLayer @eigenlayer
284K Followers 39 Following Build open innovation ∞ play infinite sum games. Also: @eigen_da
chronear @chronear
2K Followers 295 Following Chain Abstractor, Ethereum Aligner @NEARFoundation @HydraVentures_
Alex Skidanov (alex.n.. @AlexSkidanov
20K Followers 594 Following Co-founder @NearProtocol, a sharded blockchain with an emphasis on usability.
CBduck.base 🛡️ @CoinbaseDuck
5K Followers 5K Following I’m a nounish @coinbase maxi. 🎖️(Ripple) 🎖️(Torres Doctrine) 🎖️(arbitrary, capricious and malicious)
Conflux Network Offic.. @Conflux_Network
120K Followers 1K Following PoW/PoS Hybrid Blockchain Without Barriers
orlando.btc @Orlando_btc
4K Followers 2K Following Crypto & startup lawyer. Founder of OC Advisory: Corporate & regulatory counseling for the innovation ecosystem. Ex: Founder & CEO @LexproofHQ. 🇩🇴🇵🇷
AnimeCoin @animecoin
70K Followers 2 Following Taking anime onchain. Powering AnimeChain with @arbitrum and @azuki
SecondLane @Second_Lane
2K Followers 5 Following The official channel for SecondLane, a secondary marketplace for digital assets. Connecting assets & counterparties to unlock bespoke liquidity solutions.
EV3 Sal @DAnconia_Crypto
3K Followers 5K Following DePIN is an inevitable global movement. @EV3Ventures @DePINNinja 🇻🇪🇺🇸🇵🇷 opinions my own / not investment advice
echo @echodotxyz
44K Followers 0 Following take care for phishing accounts in replies / echo will have no token ever / we won’t ever ask for your seed phrase or ask you to connect your wallet to anything
Ivyx0 @IvyIvyx0
92 Followers 443 Following Crypto investor | Rational Optimist | You are always right 你说的都对
Coinbase Assets 🛡�.. @CoinbaseAssets
141K Followers 9 Following The most trusted crypto exchange For support, please tweet @CoinbaseSupport
miles jennings @milesjennings
18K Followers 1K Following @a16zcrypto | Prev Partner @Lathamwatkins | Advising crypto founders 7+ yrs | Write about decentralization, tokens & more - https://t.co/HHs2dV2yN3
Austin Campbell @CampbellJAustin
9K Followers 1K Following Founder of Zero Knowledge Consulting, teaches @Columbia_biz, fmr @jpmorgan, @citi, Stone Ridge, @paxos. Stablecoin expert(?).
Ally Zach @0xallyzach
4K Followers 1K Following research @panteracapital | prev @messaricrypto | M.S. @UofIllinois
Black Dragon | Ecosys.. @dragonisnear
11K Followers 75 Following $BLACKDRAGON | 2nd gen. memecoin that emerged from the depths of the @NEARProtocol stack 🐲⏳ Account ran by Community DAO | @dragonbot_xyz @dragon_tech_bot
Shuffle.com @shufflecom
38K Followers 99 Following Shuffle is the future of crypto betting. $SHFL is here.
NEAR Protocol @NEARProtocol
1.9M Followers 1K Following Delivering on the promises of Web3, with Chain Abstraction. Github: https://t.co/wqDDYSm6M7 Discord: https://t.co/orPJHp5x2a Telegram: https://t.co/KyjIEidFvQ
Asterix @asterixlabs
13K Followers 34 Following Unlocking new possibilities of digital ownership. Defining the standards for the future. Powered by DN404.
Tyrogue @TyrogueD
16K Followers 392 Following Those who sell for COE, will never taste the GCB @veritaslimited
Galaxy Research @glxyresearch
11K Followers 91 Following newsletter https://t.co/gS6b9XUHVt | podcasts https://t.co/hsBUlryJiw https://t.co/r92cZmoKDO | reports https://t.co/l3rGJmoE8y disclaimer: https://t.co/tmLMwCKKjg
Aevo @aevoxyz
120K Followers 73 Following Aevo is the first Derivatives L2, focused on options & perps trading | Backed by @paradigm @dragonfly_xyz @coinbase | Built on Ethereum 🖤
Mo Shaikh 🌐 aptOS @moshaikhs
71K Followers 3K Following Cofounder, CEO @aptoslabs prev. @Meta @BCG @BlackRock @ConsenSys @MeridioRE
MAGA Memecoin @MAGAMemecoin
20K Followers 713 Following 🚨 NO AIRDROPS 🚨 MAGA Movement on the Blockchain. 403.25 ETH Donated to U.S. Vets and Child Rescue. ($1,102,032 to @NVHS & @V4CR_official) No Affiliation.
BounceBit @bounce_bit
314K Followers 3 Following Building #BTC restaking CeDeFi infrastructure Backed by @blockchaincap and @BreyerCap ♣️BounceBit ecosystem @BounceBitClub Testnet NOW LIVE👇
Sreeram Kannan @sreeramkannan
30K Followers 4K Following Founder @eigenlayer #InfiniteGames #OpenInnovation #CoordinationAccelerationism
Luke Barwikowski 🚜 @whatslukedoing
29K Followers 813 Following founder of @pixels_online. startup cowboy.i am legit begging you all to not do this if you are working a regular 9-5, you are not one of the top 1% printing on leverage trades extend your time horizon, dca in, have high conviction bags you plan on holding for 12 months+ & HTF signals for trends shifting
10x account. Get back on leverage. Blow up. Build back from dust in account. (Repeat however many cycles till insane)
starkware got away with doing a stealth TGE so eigenlayer could do the same thing vesting starts when the token is issued, not when it's transferrable
Whether you like the EigenLayer airdrop or not depends on if were part of the 55% or the 5%
Some important crypto thoughts bubbling in my mind this week... 1) Stripe stablecoin news was massive, they legitimize things in fintech the way Elon does in physical industries or Sama does in AI 2) Coinbase is firing on all cylinders - Base, Solana support, fiat offramps,…
Thoughts on the current high FDV low float scam still being pushed by VCs: - Protocols are pushed to launch at the highest FDV possible to mark up pre-seed/seed investors bags - The market is the market and will price the asset accordingly irrespective of high or low FDV -…
So EigenLayer team and investors are getting 55% but stakers are getting only 5% and even that will not be transferable at the beginning. The amount of greed crypto developers and VCs are exhibiting just keeps suprising me every time..
$EIGEN - for VC scams like this, the best course of action is to simply not participate and ignore. After all, they need token buyers for EL
you spent months farming interplanetary blue collar maximally aligned restaking tokens while the left curvers turned $1k into millions on memes
ATOM is a hyperproductive Universal Intersubjective Work Token that natively secures the best AVS tech stack (CosmosSDK) But you aren’t ready for that conversation.
My questions re the motivations/objectives behind the @eigenlayer airdrop. Most of it is rather puzzling. Hoping the team can clarify. - Why cut off Season 1 on 15 Mar instead of cutting it off when TGE and saving more incentives to allow TVL to stick post TGE? - Why introduce…
Issue fixed
Was having a perfectly productive day until my wife decided to drop this on me because she “had it” for the day. How are new dads optimizing their setups?
how is it possible to allow people to deposit capital through a vpn boosting protocol's metrics one hundred fold but not allow those same people to claim their airdrop through the same vpn some of these points programs are the most aggressive gaslighting ive ever seen
big week this week 👀
This is the end of the Points Age. Curious to see what develops next!
RWAs typically require KYC for customers or KYB for participants. This nullifies one of the biggest benefits of crypto, which is permissionless global scalability overnight This doesn’t mean RWA protocols can’t be successful, but they have to do a lot more to scale users IMHO
Why am I bullish on RWAs? > Less than 0.3% of the entire crypto market cap today > 40th sub asset class > The top only has 350mil in TVL > Rest of the protocols sub 100mil in TVL > Too little "investable" bluechips (see CEX listings) > Only 2 listed on Binance > Pendle isn't…
@ASvanevik Hmm, but a better comparison would be cities. (I’m sure roughly the trend would still hold, but doesn’t make sense to compare entire mixed economies with a single city).
@ASvanevik 💯 When are they providing you honorary sg citizenship?
Wild: Last 20 years, Singapore doubled GDP per capita while many European countries have barely grown.
Trends for United States
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