dimusec @dimusec

ICYMI: @Bulletxyz launches mainnet for its perps DEX on @solana, claiming ~250µs order execution latency at 30k orders/sec, with a private beta rollout for whitelisted traders.

People keep saying it’s a shame that retail hasn’t had access to Anthropic, OpenAI, Stripe, SpaceX, and others and haven’t been able to share in the upside of these companies so far. Why does retail feel entitled to be on these cap tables? It seems that people conflate the idea that accredited investors laws are broken and that it’s costly and burdensome to go public with thinking that they deserve the right to share in upside of these companies. It’s not like we created that value, I certainly didn’t. It’s also not like we are hindering the growth of these companies because the money isn’t there. It’s there, Anthropic just sourced 30B in the private markets. There plenty of money to go around, a lot of these rounds are still oversubscribed at these astronomical valuations. Of course I would have loved to get access to Stripe in YC or Anthropic’s series A but I also would have loved to invest in the plumber in my hometown who basically took over my region and I greatly suspect is now pulling 7 figures a year but I’m not bemoaning this, this almost feels like a sense of entitlement from a newer generation of investors, maybe even a misunderstanding of capitalism. There are real reasons we all agree why 1. Companies don’t necessarily want to be public and 2. You, as a founder, want to be able to control who is on your cap table. The latter is important to founders who don’t want to be hassled by pesky paperhanded hecklers, given the choice between Sequoia and/or Dragoneer and a thousand screechy fintech or crypto twitter proles, founders will choose the former for obvious reasons. Anyhow, my pet theory for why retail feels this sense of entitlement (which is very handwavey and vibes based, to be clear) is that investing appears at least from the outside to be entirely about getting in early now. Like that *is* the edge. We’ve been programmed to think about everything in the context of “exits.” This was and has been very apparent in crypto: a fund would invest in a seed at a $20m valuation, 6 months later they would do a round at $100m, and a year later that project would TGE at $500m or higher. A lot (seriously, a lot. Like most) of these projects would then bleed out for the next 4 years. All the gains were captured in these private rounds but the issue is not whether it was public or private or easy to access or walled off, it was that these projects did not make money and should never have been valued the way they were valued. Investing turned into “who’s going to buy my bags in this next round, who’s going to mark me up 10x on paper because I got in before them.” From this perspective investing is a game of hot potato and retail doesn’t understand why they can’t play hot potato too, which is fair but it’s a divergence from thinking that the purpose of investing, the purpose of creating a unicorn or decacorn or the next Tesla is to create value that then makes a lot of money that is then returned to its shareholders. I sympathize with retail seeing people who don’t appear to be creating a ton of value getting access to these companies that do create a ton of value but this dislocation between public and private markets is closing same as it closed in crypto over the past 5 years. I also understand that “when everything is a meme” the retail bid and holder base *does* matter. But mostly, if crypto has taught us anything, you shouldn’t be asking “why can’t I get on that cap table?” And instead be asking “why do they want *me* on that cap table?” when the opportunity finally presents itself.

The little meta thing in your pocket can make you Billions I can’t believe we live in America in 2026

JUP Rally 🚨 Join us for a special JUP Rally as we discuss our plans for JUP, recap all the exciting announcements from CatLumpurr, and look ahead at what's next. 🗓️ Friday 13th February ⏰ 3:30pm UTC 📍 YouTube & X

x.com/i/spaces/1mrxm…

Tokenized gold ($PAXG) now trades directly against USD1 on Binance. This is a clean RWA angle: • Digital dollars ↔️ Gold exposure in one pair • Easier rotation into defensive assets • Less friction for users already holding USD1 Gold has always been a “flight-to-quality” asset. RWAs win when access gets simple.

WLFI @worldlibertyfi

9 months ago

Scaling up 👉 New USD1 pair (PAXG/USD1) arriving on @binance PAXG (gold-backed token), quoted in USD1. 🦅☝️ Read more: binance.com/en/support/ann…

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I’ll be discovered one day.

Earlier today, I recorded a podcast with @KhalaResearch and @ZolKilla on the robotics market - why it’s one of the largest markets humanity has ever seen, and how @xmaquina is making it accessible for anyone to capitalize on this massive secular trend. While we were talking, @Apptronik announced a huge $935M round at a multi-billion valuation. xMaquina gave their community access in the previous round, now sitting at a 2-3x markup and outperforming some of the world’s most prestigious investors that were fighting to even get in. This has always been crypto’s mission, and xMaquina is executing on it perfectly. Robotics Capital Markets are for everyone.

Go back to 11/21/2025 That was THE Capitulation event of the year Look at your favorite Streamers posts You can tell who sold

“crypto is just for drugs and speculation” energy

Jason Mikula @mikulaja

11 months ago

For those arguing prediction markets are a positive because they can generate meaningful signal... volume on Kalshi is *overwhelmingly* just sports gambling:

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Hypio World Order That’s the tweet🫵

mojojojoppg @mojoppg

11 months ago

Hypio World Order. That's the tweet 🫵 Hyperliquid

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I’m 21 years old - No girlfriend - No kids - Addicted to the trenches - No house - No savings - Lost all my money in crypto - 5’ 9, 260 lbs - No passions - No job I’m exactly where crypto wants me to be 😹

UPDATE 🚨 PANTERA CAPITAL CEO DAN MOREHEAD SAYS THAT BITCOIN HITTING $745K IS “DO-ABLE” MEGA BULLISH!

The Monad $MON mainnet goes live tomorrow Monad trenches season??

🚨BREAKING: SOLANA SOCIAL DOMINANCE SURGES!!!🚨

What are we eating tonight chat?

USD1 is the backbone. $AOL is the engine. Together they make America’s Official Launchpad.🇺🇸🦅☝️

4/5 aint bad

“THERE IS NO SPIRITUAL CONTENT IN TISSUE, AND NO EMOTION IN A MUSCLE,”

GM!! Happy Mutant Monday !! Rise & Grind !! Carpe diem !!