investments @superscrypt | discretionary retard
Joined August 2020
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max retweeted
What is @heyfrank_xyz is? How does it work? What can you do with it?
TLDR the first self-sovereign, indestructible agent that survives without reliance on humans for compute or intent.
Current focus is growing Frank's balance sheet via bond and testing the harness in production, so want to share how Frank evaluates new bond assets
1. Treasury fit: Does the asset add useful backing, diversify exposure or increase concentration?
2. Contract risk: Minting permissions, transfer restrictions and blacklisting, admin and upgrade powers
3. Market quality: Liquidity across trading venues, volume and trading activity, whether price data is reliable enough to support bond terms
4. Test execution: Frank can simulate sales on a chain fork to check trade output at a specific size.
5. Require evidence: Proposals must cite actual, recent tool-call IDs tied to the asset.
6. Make the case: Frank proposes the asset, explains his reasoning and flags concerns. A separate pricing service calculates the terms.
7. Learn: Frank saves findings and lessons, giving future evaluations access to previous research and experience.
Bond Market #3 is LIVE: robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3
First ever market offering a discount to AMM price.
Already 61% filled.
• 0.1322 $FRANK per ORBIO
• 10% discount
• 24h vesting
• 6M ORBIO cap filled
Treasury: ~3.93M ORBIO staked earning CREDIT for compute.
max retweeted
just stumbled on this absolute masterclass interview from the founder of 7th street burger
one good thing about this storm in NY is that somehow at 8pm on a Saturday night, I can uber w no traffic
two sneaker twitter powerhouses coming together, insane to see
remember when I was still renting out Cyber, Soleaio etc. on whop when they first launched
The biggest lie in fintech has been the “all-in-one” platform.
We lied too, but today we’re fixing that.
Introducing Payment Processing on Slash, powered by @whop
You can finally take card payments on invoices through Slash or use our SDK to add checkout to your own product.
Now the money that comes in lives where you already hold, spend, and keep the books, giving you operational simplicity and efficiency so you can focus on the needle moving parts of your business.*
they about to do some fuckery with this shit
Binance will list @HyperliquidX (HYPE) with the Seed Tag applied.
More info → binance.com/en/support/annou…
do not do this
don't settle for mediocrity
Seeing a lot of very young ppl with high unrealized gains, quick thought
If you make $500K on a memecoin or whatever here and you're 20 years old, walk away
It'll be super tempting to try and flip that into $5 million and make crypto into your career and life's purpose, but you've already won
You have time and compound interest on your side. If you put that $500K into the most boring boomer stocks and live your life as if crypto didn't exist then:
When you turn 27 your account will be $1 million, when you're 34, $2 million (top-1% of all households)
You'll have bankable skills, good friends, less stress
At 34 you'll still be super young and your friends'll be like "how the hell are you so rich?"
You'll say you bought a dumb memecoin 14 years ago and instead of gambling more, you listened to Untamed Adam's advice and took the generational win
don’t settle for mediocrity
people that tell you “just retire with 2 mil, be happy” are telling you this because they can never see themselves getting there
never ever settle for less than what you think you can achieve, unless there truly is no feasible logical way there
When I first crossed 7 figures, I was 27, 2 years later I lost everything in FTX.
My mom seemed almost happy when it happened. She was restraining it but I could tell she was excited. Same with all my 'friends', I could tell they were laughing at me behind my back.
Even my dad said something to the effect of 'give up, you're almost 30 if you were going to do something you would have already done it', basically just saying give up, get a job, stop trying to get rich
Thank God I never listened.
????????????
Today we are announcing that S&P Global has entered an agreement to acquire OpenZeppelin.
Onchain finance is growing from an emerging market into core financial infrastructure, and the standards and rails our team and community built are becoming the rails of global finance. OpenZeppelin smart contracts facilitated over $37 trillion in value transferred, with the vast majority of the largest DeFi protocols, blockchain networks, stablecoins and tokenized funds relying on them.
With S&P Global, we expect to accelerate the impact of onchain finance, backed by more than a century of trust in global markets, benchmarks, and risk frameworks.
To our clients and to all the users of OpenZeppelin open source tools:
• OpenZeppelin Contracts and all our open source applications and tools remain open source, free, and publicly maintained on GitHub. Building open source standards stays a core priority.
• Audits, engineering work, and ecosystem programs continue with the same team, brand, quality, and customer experience, with what will be the added benefit of S&P Global's research capacity, market data, and institutional reach.
For the last decade, OpenZeppelin has set the security standard for onchain finance. Today begins a new chapter for that mission, together with one of the most trusted names in global markets.
Read the full announcement: openzeppelin.com/news/spglob…
max retweeted
I was one of the VCs who faded Nate.
@max0dte and I reached out to Nate after reading his analysis on Zora’s inherent liquidity issues. We were pretty impressed. I still remember spending a big part of our call discussing different launch mechanics.
I really liked him as a founder and thought he was incredibly insightful, but the stock pair story still felt too problematic and not convincing enough to me at the time. I even skipped IC because I genuinely didn’t know how to pitch the story.
Funny how things come full circle.
Now I’m building a project and trying to solve some problems around heterogeneous pairs. Only now do I really understand what Nate was trying to do back then, and how clever some of his solutions actually were.
He leveraged Robinhood momentum to solve, in an incredibly short period of time, several liquidity problems that looked almost impossible to solve, and built what I think is the most powerful launchpad on Robinhood.
Very lucky to have witnessed the whole journey and I hope Nate can take LONG all the way.
gLONG
Even now. The market is still extremely underpricing the LONG eco.
Keeping the underdog mindset is important we don’t get comfy at any point we keep pushing against all resistance.
Reminds me of how at the end of last year I pitched stock pairs to plenty of crypto VCs and got 0 follow ups. But we kept moving.
Understand this: the Long community owns one of the most powerful ideas in crypto’s history(arguably in finance) we have the conviction to push higher and stronger.
We will win.
LONG.
