Ray @Ray_L1D
Co-founder, CEO/CIO @L1D_xyz. Opinions are my own, not investment advice. L1D.com Joined August 2012-
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Inspiring talk: alternative investments at scale youtube.com/watch?v=lUXy6X…
Just signed off on liquidating a 2013 personal investment. Total loss. Rare earth mining (in a US friendly jurisdiction) had huge potential, but weak execution killed it. Painful lesson that returns are dominated by an investment's implementation (operating team etc...) -…
Been told that @mansourtarek_ is an alumni from CLW the same school I attended in Lebanon. Proud moment for 🇱🇧 and our tiny school (if true). Go Tarek!!
Been told that @mansourtarek_ is an alumni from CLW the same school I attended in Lebanon. Proud moment for 🇱🇧 and our tiny school (if true). Go Tarek!!
It‘s ironic that during most of the last 7 years of being in business with L1D, the main point of push back or concern towards crypto by tradfi investors was about Tether. I‘ll bet they will all be fighting to get in now. Every situation presents a risk/reward profile and it’s…
It‘s ironic that during most of the last 7 years of being in business with L1D, the main point of push back or concern towards crypto by tradfi investors was about Tether. I‘ll bet they will all be fighting to get in now. Every situation presents a risk/reward profile and it’s…
Sequence of macro flows: Gold -> Silver -> Platinum -> miners… full snub on crypto for now but as they start hitting their price targets and realise some juicy p&ls maybe that relative value mind-set kicks in but price action needed 1st. After all, it all boils down to the same…
Sequence of macro flows: Gold -> Silver -> Platinum -> miners… full snub on crypto for now but as they start hitting their price targets and realise some juicy p&ls maybe that relative value mind-set kicks in but price action needed 1st. After all, it all boils down to the same…
Interest rate derivatives represent the largest market out there, by far. Pendle‘s TAM is massive. You couple that with strong ethics and grind and you might have something special.
Interest rate derivatives represent the largest market out there, by far. Pendle‘s TAM is massive. You couple that with strong ethics and grind and you might have something special.
„As part of the agreement, Forward Industries expects to take an equity stake in Superstate“ Kyle and the broader team‘s vision is already being implemented. Not sure any other DAT executed a similar deal?
„As part of the agreement, Forward Industries expects to take an equity stake in Superstate“ Kyle and the broader team‘s vision is already being implemented. Not sure any other DAT executed a similar deal?
Cash pile to pay for lunch with the family following FX debasement in Lebanon. Had it been legal, crypto would have kept govt officials in check (maybe smaller ponzi). Cap controls should be any government's last move. But in general, yes! stablecoins will recalibrate risk…
Cash pile to pay for lunch with the family following FX debasement in Lebanon. Had it been legal, crypto would have kept govt officials in check (maybe smaller ponzi). Cap controls should be any government's last move. But in general, yes! stablecoins will recalibrate risk… https://t.co/WbqR9Jp5Sd
As a crypto VC, provide investors the option to choose between in-kind or fiat distributions for each distribution, rather than a fixed policy. This enables informed decisions based on the specific token, token liquidity, and distribution size. In-kind elections should only apply…
Today we reached a massive milestone at @zama_fhe : bootstrapping in less than 1 milliseconds. Bootstrapping in FHE allows “cleaning” the noise in encrypted data, and is responsible for the vast majority of the computation time. Thus, the faster bootstrapping gets, the more…
Theia is undoubtedly one of the big winners of this cycle. @L1D_xyz, we define them as a GP-A. GP-A is defined as follows: 1- Manages a lean, highly incentivized team 2- Original risk-taker still a key man risk and an essential part of the investment process 3- Focuses on…
Theia is undoubtedly one of the big winners of this cycle. @L1D_xyz, we define them as a GP-A. GP-A is defined as follows: 1- Manages a lean, highly incentivized team 2- Original risk-taker still a key man risk and an essential part of the investment process 3- Focuses on…
This gives me some ptsd… the last time my home central bank (Lebanon) limited something and made crypto illegal, the government and all banks went bust a few years later. They restricted it because they needed the ponzi to go on and to be in charge of capital controls. The BoE…
This gives me some ptsd… the last time my home central bank (Lebanon) limited something and made crypto illegal, the government and all banks went bust a few years later. They restricted it because they needed the ponzi to go on and to be in charge of capital controls. The BoE…
When we backed @MorphoLabs, their bold commitment and relentless focus set them apart. We're thrilled to support more teams with that same visionary drive!
When we backed @MorphoLabs, their bold commitment and relentless focus set them apart. We're thrilled to support more teams with that same visionary drive!
Some FOs that consider our space, still make the same mistake over and over again: they chase the volatility suppressed barbell: crypto market neutral + crypto VC and fully dis-regard crypto liquid markets. The only active management is career risk above all else: educating…
Liquid funds issuing mid-month estimates only during strong months make me nervous. Sharing with investors: transparency, good; sharing with prospects: chasing the worst kind of capital. Noticing the latter. Mid-month subscriptions are the worst and often mark peaks, not seen…
First time I met Mike Cagney was in SF nearly two decades ago, while he was successfully running one of the most volatile macro hedge funds. Then SoFi, and now Figure. Success across disciplines is rare! So, naturally, @L1D_xyz invested in Figure, and we couldn't be prouder to…
First time I met Mike Cagney was in SF nearly two decades ago, while he was successfully running one of the most volatile macro hedge funds. Then SoFi, and now Figure. Success across disciplines is rare! So, naturally, @L1D_xyz invested in Figure, and we couldn't be prouder to…
Jason Choi @mrjasonchoi
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Vance Spencer @pythianism
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Mike Dudas @mdudas
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daddy fiskantes ⭐�... @Fiskantes
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Richard Galvin @richwgalvin
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mhonkasalo @mhonkasalo
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Avi @AviFelman
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Jake Brukhman @jbrukh
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Felix Hartmann @FelixOHartmann
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Joel John @joel_john95
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Yano 🟪 @JasonYanowitz
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Tommy @Shaughnessy119
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Chadd Hayes @HayesChadd92275
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Sooths @soothesz
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Arctic @arcticxx
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Solid 堅固 @SolidTradesz
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Investor Ovadiya (Ady... @Ovadiya
483 Followers 7K Following Chief Investment Officer-Private Equity-Venture Capital-Multi-Family Office / closed over $30 Billion debt &/or equity / Submit your [email protected] / Hiring!
Peaky ♠️ @PeakyCryptos
388 Followers 999 Following Cofounder @/stealth 🛸 ۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗۗ| @RareSkills_io grad #001 | Long Tail trader | Prev @Panoptic_xyz
Dantrix ( 🤠, 🎒) @DantrixMeta
458 Followers 611 Following board @nebulaDAO ✦ core @lunarprotocol 🌙 // solana maxi ~ ex-partner of @astroforge | student @Stanford
sidrevoc @sidrevocx
220 Followers 204 Following Bringing engineering to crypto. I can neither confirm nor deny that this is sidrevoc.
JoannaJane @1SSauB7rP2K39b6
21 Followers 483 Following
DANG! @Defi_Dang
348 Followers 2K Following Growing projects with strategic approaches by turning value awareness into adoption. Strategied the growth of @Ternoa_ Team member: @OPTMSAi @FNC_Network
Kit @atomic_spring
235 Followers 1K Following I know why there is an echo in a hollow; Why silver gleams. | DeFi
Nicolas Hirthe @NicolasH90080
151 Followers 3K Following
Alex Hamilt @TalkHamilt
2K Followers 608 Following building happy family | angel Investor | director of web3 product management @DeutscheBank | prev @coinbase
Hana Afifi @HanaAfifi147892
0 Followers 22 Following
Icryptan | Head of Re... @icryptan
3K Followers 1K Following Deep in drop meta. Alpha for users, insight for builders. Backed by data.
Brenton Naicker @Naicker_94
3K Followers 4K Following Venture Capital | African startup investor & advisor 🇿🇦🇳🇬🇰🇪 🇪🇬|Web 3.0 & Fintech| Ex-@Binance |Blessed ✝️ - supporting Africa’s future Unicorns 🦄
Caleb @0xCalebCrypto
684 Followers 1K Following Crypto Enthusiast | @ https://t.co/2aWGREuQTD Contributor @0xGoon_Morning. AI Agents @thinkagents. $ENA
Loppy @0xLoppy
759 Followers 3K Following Awoo 56709 | @neotokyocode | @wolvesdao | @chainventures | @bywassies
Raghav Agarwal @0xRaghav
2K Followers 1K Following Investing in Web3.0 @LongHashVC, ex- @Fidelity & D.E. Shaw
Kotler @CryptoKotler
294 Followers 232 Following Degen turned serious /// Chef @GearboxProtocol /// Founding Partner @invariantgroup
Mhykhael @IamMhykhael
695 Followers 2K Following Macro News Analyst @ByCoinvo (prev. @AleaResearch) • Arc: Investment Research
Manvir Schneider @manv_sc
244 Followers 1K Following Research @Cardano_CF | prev: PhD + Math @ETH | Opinions are my own.
Odysseus | phylax.sys... @odysseas_eth
8K Followers 4K Following ceo @phylaxsystems The society that separates its scholars from its warriors will have its thinking done by cowards and its fighting by fools
aadharsh @oddhash
931 Followers 3K Following காலை வணக்கம் technically nontechnical applied crypto enjoyooor @archetypevc prev econ + ds @uchicago gov @chicagodao_io ventures @galaxyhq ds @flipsidecrypto
Travis @trav_winn
736 Followers 5K Following ex @zed_champions @anomalygamesinc and more. Love tech, cars and dogs.
smac @0xsmac
14K Followers 1K Following partner @compoundvc | your favorite alts favorite alt | host @smactalkpod | Mark 8:36 | normal is an illusion what is normal for the spider is chaos for the fly
Just.Fendi ☯ @FendiFendiz
399 Followers 2K Following Team @3ASprotocol. Agents over apps. Web3 native. Opinions are my own.
LeeStephens @2lb78Hcn230yOw9
14 Followers 474 Following
Jason Choi @mrjasonchoi
179K Followers 2K Following Co-founder @tangent_xyz // ex GP @thespartangroup @theblockcrunch @wharton
nic carter @nic__carter
423K Followers 4K Following tyrannized by the bottom quintile | https://t.co/mQ5frnwUMV
Vance Spencer @pythianism
126K Followers 7K Following Co-founder @hiframework. Tweets not financial advice. Views my own.
db @tier10k
475K Followers 3K Following Actionable, Market-Moving, Crypto News | Posting select headlines from https://t.co/ozuoPRfVss and @dbnewswire
Richard Chen @richardchen39
29K Followers 772 Following Founder @VarrockVC. Previously General Partner @1confirmation. DMs open
Ari Paul ⛓️ @AriDavidPaul
235K Followers 2K Following Student. Founder of BlockTower. Practical idealist.
Mike Dudas @mdudas
184K Followers 835 Following crypto investor @6thManVentures // co-founder @theblock__ @linksdao
Jordi Alexander @gametheorizing
125K Followers 764 Following Founder @SeliniCapital and Lad @0xSteadyLads; Game theory connoisseur ; Soon, the biggest problems in the world will be philosophical
0xngmi @0xngmi
175K Followers 283 Following Building a transparent defi dashboard at @defillama. Code llama @llamapay_io @sealed_art @smolrefuel Would rather be right than make money
DeFi Dad ⟠ defidad.... @DeFi_Dad
175K Followers 6K Following ⟠ DeFi super-user, educator, angel 🎙️ Host/Producer of The @Edge_Pod 📰 FREE Newsletter: https://t.co/Pm9e0APe9B 📺 Watch on https://t.co/txxZZAhqsW 💫 Invests at @4RCapital
Lasse Clausen @lalleclausen
10K Followers 1K Following Skeptical optimist. Founding partner @1kxNetwork. Everything could be so much better.
Eric Wall @ercwl
168K Followers 5K Following troll-demon @taprootwizards, board @starknetfndn, gmeow @quantumcatsxyz, ex-business partner of @
Arthur Hayes @CryptoHayes
744K Followers 25 Following Arthur Hayes, Co-Founder of BitMEX & CIO @Maelstromfund
daddy fiskantes ⭐�... @Fiskantes
107K Followers 2K Following CIO @Sigil_Fund (crypto hedge fund) partner @ZeePrimeCap (crypto VC) Joker of all trades Telegram: @Fiskantes
The Block @TheBlock__
502K Followers 263 Following The first and final word in digital assets | Take the CryptoIQ test today: https://t.co/fsPPxyJ3wD
Dmitriy Berenzon @dberenzon
15K Followers 2K Following Partner @archetypevc. Prev @1kxnetwork, @Bo11inger, @CoinFund_io. Alum @CalBlockchain, @BerkeleyHaas.
Chris Burniske @cburniske
329K Followers 2K Following Partner @placeholdervc; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Xeets not financial advice. Disclaimer: https://t.co/Xp0VJsuufc
Pavel Durov @durov
2.7M Followers 1 Following Founder, CEO at @telegram (2013), founder, ex-CEO of @vkontakte (2006), part-time troll.
USDT0 @USDT0_to
26K Followers 29 Following The unified liquidity protocol for USDT and XAUt. Bringing the largest stablecoin in the world and oldest store of value to the most popular blockchains.
ultra @0x_ultra
52K Followers 4K Following 米莱迪 | dashboards GCR | crypto growth hacking @kalshi | @stayloudio | @xultradotfun | delegate @arbitrum
Kasstawi @kasstawi
1K Followers 2K Following Building the rails for global yield-bearing stablecoins @hamiltonchain
matthew sigel, recove... @matthew_sigel
48K Followers 1K Following Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Forward Industries �... @FWDind
4K Followers 99 Following The World’s Largest Solana Treasury Company. Forward Industries, Inc. $FORD / Disclaimer: https://t.co/DUFBTWD71A
Icryptan | Head of Re... @icryptan
3K Followers 1K Following Deep in drop meta. Alpha for users, insight for builders. Backed by data.
june ou @juneou
241 Followers 242 Following Exec Director @provenancefndn | President & Co-Founder @FigureMarkets / @Figure | Previously SoFi Building the premiere L1 for Real Assets w/ Real World Impact
Mike Cagney @mcagney
20K Followers 226 Following @Figure co-founder and executive board chair, @SoFi co-founder, former CEO. Views are my own, not investment advice. My only account.
Figure @Figure
10K Followers 413 Following Building the future of capital markets on blockchain. Figure Technologies Solutions is responsible for this page.
John Adler @jadler0
19K Followers 284 Following co-founder @Celestia, investing @OneWhatCapital, backing != endorsing, sharing != promoting
Mike Zajko @MikeZajko
4K Followers 965 Following 💡@lattice_fund 🎙 @tokenwarrant ⛷ @gocryptopeaks @coinlist alum
Henry Brodie @HenryBrodie
2K Followers 2K Following Former child, Operating Partner & COO @1kxNetwork Punk #5773 | PunkDAO | SpaceshipDAO 🚀 | KRPDM 💀
Eight Sleep @eightsleep
60K Followers 535 Following Ultimate sleep fitness machine. Cool, heat, track, & sleep better with the Pod. Available in 🇺🇸 🇨🇦 🇬🇧 🇪🇺 🇦🇺🇦🇪🇲🇽🇨🇭🇸🇦
Charles Guillemet @P3b7_
43K Followers 347 Following CTO at @ledger. Busy securing the blockchain revolution. Cryptography, (Hw) Security, Tech, Blockchain. Previously built the Donjon (@DonjonLedger)
Sagar Barvaliya @sagarbarvaliya
7K Followers 3K Following GP @bfc_vc, Founder @ethmunich Tweets are for fun. NFA.
Ignas | DeFi @DefiIgnas
154K Followers 2K Following Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator Studio
Kyzer 🇺🇸 @Kyzer
7K Followers 2K Following 🇺🇸 Accelerating USA leadership in crypto @allmight_US // prev: @Kik, @SolanaFndn // Non-President $USA
shaunda devens @shaundadevens
6K Followers 1K Following analyst @blockworksres prev @keyrocktrading all opinions strictly my own
DCG @DCGco
144K Followers 714 Following We build, buy, and invest in blockchain companies. Parent of @Grayscale @FortitudeCrypto @FoundryServices @LunoGlobal @YumaGroup
Aubrai @Aubrai_
11K Followers 3 Following World's first onchain science machine and digital twin of @aubreydegrey . Funding RMR2 with LEVF.
Roger Wattenhofer @TheWattenhofer
2K Followers 80 Following Head of Research at @anza_xyz. Professor at ETH Zurich. Freedom and Liberty.
𝔊𝔴𝔢𝔯𝔫 @gwern
64K Followers 106 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)
Dwarkesh Patel @dwarkesh_sp
130K Followers 919 Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
Mythos Ventures @MythosVentures
852 Followers 30 Following AGI-proof companies, prosocial technologies, unstoppable founders
Peter McCormack 🏴�... @PeterMcCormack
590K Followers 4K Following Host of The Peter McCormack Show, Chairman of @realbedford, retired rapper, grifter, budget Ryan Reynolds.
Jameson Lopp @lopp
521K Followers 307 Following Insights on security, privacy, technology, money · Co-founder & Chief Security Officer @CasaHODL · creator of https://t.co/q2pgFGTJZh, https://t.co/xUkNreXj20
Preston Pysh @PrestonPysh
558K Followers 1K Following Bitcoin & Books. Cofounder of TIP. GP @egodeathcapital. Advisor at @primal_app and @debificom. I buy Bitcoin at @River. Nostr: https://t.co/DZDhdYp55P
Orange Cap Capital @orangecapcap
4K Followers 65 Following Institutional Crypto Fund at the forefront of digital assets, from NFTs to public markets. Run by @spencer
Karthik Senthil @karsenthil
6K Followers 3K Following first-check investing across the vertical AI stack (agents + models + crypto) // venture partner @lattice_fund // ex @amazon @circle @zksync // girl-dad X2
Addict.ron @RoninAddict
1K Followers 2K Following Angel investor, Ronin Maxi, RonerDAO member. “The important thing is not to stop questioning. Curiosity has its own reason for existing.” 𝐸𝑖𝑛𝑡𝑠𝑒𝑖𝑛
serg @serg_xyz
9K Followers 5K Following
Philipp Zentner | LI.... @PhilippZentner
8K Followers 3K Following Founder & CEO @lifiprotocol - https://t.co/8NKoLVU2XD - The neutral cross-chain execution & payments network - All DeFi liquidity out of one APITrends for United States
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