Onchain investing @skycatcher_xyz Opinions my own / Not a solicitation / Not an offer for investment advisory services

Joined September 2011
Prediction markets will specialize around unique supply
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Jonah retweeted
to my secular Jewish brothers and sisters: I was in your shoes once. Yom Kippur was just another day. October 7 changed me, and I hope it changes you too. Here is why: The world is obsessed with Jews. And, whether you like it or not, that means it is obsessed with you too. This is not because your great-uncle Albert discovered relativity or your cousin Mark created Facebook. It is an obsession thousands of years old. It will not disappear if Netanyahu loses an election, nor will it disappear if Israel gives up more territory. Jews have tried assimilation, conversion, exile, political passivity, political power, having a state, not having a state. None of it made the fixation disappear. At some point you have to ask why. The answer is that there is something fundamentally different about this people: our covenant, our survival, and our special relationship with the Land of Israel. You may not believe that yet. I didn't either. But one thing should be obvious: billions of people want us to disappear, and they will not be satisfied unless we do. Assimilation not the answer. For thousands of years, every generation of Jews has had one basic responsibility: don't let the chain end with you. Trust me - becoming more Jewish is not some grim act of obligation. It makes life 1000x better. Put your phone down Friday night. Have dinner with the people you love, liberated from electronics and work. Say the Shema, then take a minute to be grateful for what you have and ask for what you need. Learn the incredible history of your family. Celebrate the holidays. Build a Jewish home. It is not enough to be born a Jew; a universe of reward opens only when you live as a Jew. DMs open.
October 7 pulled many Jews into the scourge of anti-Zionism. But just as many—like me—were pulled toward an ancient tradition we were on track to abandon. I am an October 8th Jew.
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Saaspocolypse again
Uh oh. Agents will likely break the entire subscription economy. Stanford research shows ~50% of all subscription revenue comes from people simply forgetting to cancel. But agents don't forget. Muse, Instinct, and Grok Bot can already go through your accounts, find every subscription you forgot about, and make you decide if you want to keep it. And the same research found people are 4x more likely to cancel when they're forced to actively decide. Once personal AI agents are on everyone's phone, a lot of subscription companies are going to really feel it.
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Life is full of mispriced call options
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Jonah retweeted
Most onchain trading venues quote you one price, fill you at another, and keep the difference. At @DefinitiveFi we put our users first. I pulled our last 10k market orders and compared each quote vs what filled onchain: - 21% filled better than the quote. positive slippage goes back to the user - 46% filled at the exact amount quoted. 0.00% slippage - 33% slipped, but only 2.7% by > 1%; pretty good for mostly long-tail memes TLDR - you don't get rekt trading on Definitive - you often make money on the fill - execution is in our DNA - the bps stay with you
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Jonah retweeted
Generally reason founders burn out - working on things you feel obligated to do but hate vs things you love
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The GammaSwap V2 Testnet Competition is now live! God speed to everyone competing 🫡 You can still sign up and compete any time before the competition ends. It will be ending next Tuesday at 4pm UTC.
The GammaSwap V2 Testnet Competition is starting Tuesday 4pm UTC next week! Sign up below to earn cash prizes along with point incentives 👇
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Great market for builders
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regulate AI
Replying to @apewoodx
alright it’s time to stuff the nerds back in the lockers
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user churn guaranteed Launch better assets!
Touching down soon 🛬
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"what if we took an asset that has been flat for half a decade and then increased the cost to hold it"
🚨 New EIP: Tapered Issuance Burn We just submitted an EIP to ethereum/EIPs: a minimal, market-driven fix to Ethereum's issuance policy removing the incentive for stake growth beyond 50% of ETH supply. EIP-8361 by @pintail_xyz, @jdetychey, @dapplion, @pa7x1, @ladislaus0x & @drakefjustin 🧵
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Imbecilic
[ ZOOMER ] JUSTIN DRAKE AND OTHERS CREATE EIP-8361 TO REDUCE ETHEREUM INFLATION, WOULD REDUCE STAKING YIELD TO 0% ABOVE 50% OF ETHEREUM STAKED, AND HALF STAKING YIELD TO 1% AT CURRENT STAKED AMOUNTS: X
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looking out for folks who use ai extensively to research about/backtest or/and automate trades on hyperliquid and/or polymarket and are happy to move volume we're building a terminal that lets you create/backtest/deploy/monitor strategies in one platform
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The GammaSwap V2 public testnet is now live after rigorous testing of the matching engine and smart contracts!
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We've been heads down and quiet for the last several months as we get ready to test the application at a larger scale with the community. Margin exchange has been thoroughly tested over thousands of scenarios. Latency is matching the best on-chain exchanges. Launch imminent 🚀
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Polymarket is currently making ~400k a day in crypto fees. 80% is considered revenue (they give 20% to makers as a rebate). Majority of these fees are from short duration 5m and 15m markets. GammaSwap V2 @GammaSwapLabs will be launching these out of the gate with: - Lower Latency using our own margin exchange - Faster oracle (Pyth vs Chainlink) - Trading view style charts for charting - MCP integration for agents like Hermes and Openclaw Bullish! 🐂 xitter.cf/GammaSwapLabs/status/2…
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Locked-in and ready for V2 🦾 @GammaSwapLabs
Replying to @GammaSwapLabs
Full blog post explaining why V2 and transition from V1 available here: gammaswap.com/blog/transitio…
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Jonah retweeted
Pendle now holds 2,453,331 $STRC non-custodially through our $STRC yield coin markets, forming the primary venue for yield discovery and liquidity in onchain digital credit.
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