
Co-Founder @o2dotapp | Growth & Design @fuel_network | Building @CompRadarXYZ
Onchain
Joined January 2021
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Some personal news:
I'm stepping up as Co-Founder of @o2dotapp alongside @IAmNickDodson and @rishabhkeshan.
After over 4 years at @fuel_network, and the past year focused almost entirely on o2, this is a milestone I'm incredibly proud of.
When we started o2, we wanted to show what Fuel's technology was actually capable of.
We built a fully onchain orderbook exchange where every orderbook is a smart contract, with execution times as low as 20ms. Fuel's performance made it possible to build something that would otherwise be extremely difficult without relying on an offchain matching engine.
But great technology alone doesn't make a successful business. You still need to find users, understand what they want, and figure out how to make the economics work.
Over the past year, I've been deeply involved in shaping o2, from product design and positioning to defining our market structure, trading pairs, liquidity strategy, pricing, and growth.
I also designed and led our trading competition program, from the mechanics and incentives to the overall strategy and execution. Across competitions, we generated over $1.4 billion in trading volume and brought hundreds of traders to the exchange. Beyond the numbers, it gave us a much better understanding of trader behavior and what it takes to attract and engage users.
But generating trading volume is one thing. Turning that activity into a viable business is another.
That experience helped shape our thinking around Turbo, our funded trading product, which has since become o2's first meaningful revenue stream.
Turbo is showing early signs of PMF, but there's a significant gap between where we are today and where we need to be.
Our next objective is to close that gap. We're aiming to 10x revenue by improving Turbo across every front, from the trading experience and funded account offering to acquisition, conversion, and retention.
At the same time, we'll continue improving the underlying exchange, with deeper liquidity, margin trading, and broader markets, including RWAs.
On a personal level, this has been one of the most demanding experiences of my career. I've been pushed outside my comfort zone more times than I can count, often having to dive into problems I knew very little about and figure things out along the way. It has taught me to question my assumptions, understand problems more deeply, and accept that sometimes the only way forward is to rethink everything.
I've also learned an incredible amount working alongside Nick, Rishabh, and @Voxelot. Their experience and perspectives helped shape a lot of how I think today, and I'm genuinely grateful for their trust.
Becoming Co-Founder means a lot to me, especially after everything we've put into o2 over the past year. I'm proud of what we've accomplished, but there's still a long way to go before we've built the business we envision. Looking forward to taking on that challenge alongside the team.
Back to work.
.@ProprXYZ publishes its evaluation pass rates, and I wish more firms did.
Only around 16% of completed paid challenges pass.
We'll be adding evaluations soon based on demand, but it's interesting how many traders prefer paying for a chance to get funded rather than paying to trade from day one.
We'll publish an @o2dotapp Turbo transparency dashboard soon too!
Given how things are unfolding in France, been thinking a lot about where I want to live in the coming years.
The world is huge, and working remotely gives me the freedom to live almost anywhere. But actually choosing a place to settle down is surprisingly difficult.
Between quality of life, family and friends, culture, weather, networking opportunities, and where you can realistically see yourself building a future, the options narrow down pretty quickly.
It’s strange how you can have the whole world to choose from and still feel like you only have a handful of places that actually make sense, and they’re not the easiest to move to.
France is facing the result of decades of decisions and interconnected issues.
I tried to explain how we got here in this article. It's a complex, multi-layered problem, and I'm sure I've missed some aspects, but I hope it brings some clarity.
Rubyto retweeted
I’m Polish. If France is your future, I come from the end of that road.
France shows you the slow version. We lived the full one – the version where the state doesn’t just take care of everything. It owns everything.
In Poland it arrived with Soviet bayonets. In America it would arrive by vote – slower, softer, with better slogans. But the destination is the same, and so is the mechanism.
It starts with prices. When the state decides what things should cost, prices stop telling the truth. A price is a message: this is scarce, this is wanted, make more of this. Abolish the message, and the whole economy goes deaf. So the shelves emptied – first of meat, then of almost everything.
Every Pole knew the joke. A man walks into a shop: "No meat?" The clerk: "No, sir. Here is no fish. No meat is across the street."
We queued for everything. People wrote their place in line on their palms and kept lists through the night. You waited years for a small car, and often more than a decade for an apartment. Not because Poles were lazy. Because nobody in the system had any reason to produce what we needed.
At work, we had another joke: we pretended to work, and they pretended to pay us.
And the promise of equality? It produced the most unequal system of all. The party elite had their own shops – Poles called them the shops behind the yellow curtains. Those with dollars shopped in special stores. Everyone else got the queue.
Then the system needed informers, because nobody believed in it anymore. Our neighbors were recruited to report on us. You never knew who was listening – the colleague, the friend, sometimes family. So we learned to live a double life: one language in public, another at home.
Those who spoke up got the wolf ticket: no job, no promotion, sometimes no university place for their children. Nobody needed to send them to prison. They just couldn’t live.
The newspapers reported record harvests while the shelves stood empty. Everyone knew. Nobody said it. That is what a society looks like when the lie becomes the system.
In 1950 we were about as rich as Spain. By 1989, Spain was twice as rich. That is what forty years of "fairness" cost us.
Today in America, the method is softer. Your neighbor won’t inform on you to the secret police. Someone will report your post, and you’ll be cancelled – no job, no account, no platform. Different tools, same machine.
We got out. Ten million of us joined Solidarity, and in 1989 a system that looked eternal collapsed. Since then, Poland has become one of the great success stories of Europe – because people were finally free to build.
But we still carry it. More than thirty years later, you can see it in the careful answers, the closed faces - the system leaves faster than the fear does. It takes generations to get out of it fully once you fall into that trap.
Nobody votes for the queue. Nobody votes for the informer. They come with the promise.
Trust me, you don’t want to go down that road.
I’m French. I want to talk to Americans who are about to vote Democrat. Not to insult you. To warn you.
I come from your future.
In France we did everything your progressive politicians promise. Free healthcare, free college, generous welfare, strong unions, heavy regulation, high taxes on the rich, a state that takes care of everything. Public spending close to 57% of GDP, one of the highest on the planet. On paper, it’s the dream.
Here’s what it looks like from the inside. France hasn’t passed a balanced budget since 1974. Our debt is above 3,300 billion euros. Interest on that debt is becoming one of the biggest items in the national budget. Our hospitals are collapsing despite record funding. Our schools rank lower every year. Young people with degrees can’t afford an apartment in the city they were born in. Our best engineers leave for London, Zurich and San Francisco. And the rich you wanted to tax? They left too, and took the jobs with them.
The promise was protection. The result is stagnation.
The worst part is that nobody in France voted for decline. Every single step sounded generous, compassionate, reasonable. One more program. One more regulation. One more tax to fund it. Each step alone makes sense. Fifty years of them, and you wake up in a country that can no longer build a nuclear plant on time or keep its streets safe.
I love America because it’s the one place on earth where people still believe they can build something from nothing. I came to Silicon Valley as a self-taught kid and it changed my life. That spirit is the most precious thing your country has.
Before you vote, ask yourself one question: is the program you’re voting for making America more like America, or more like France?
Trust me. You don’t want to be France.
I’m genuinely fascinated by the demand for 1000x leverage.
Like, who wakes up in the morning and thinks regular crypto trading isn’t stressful enough?
At this point I’m not even sure whether we’re witnessing the future of finance or casinos.
NEW: @HyperliquidX-BASED PERP DEX @papertrade_xyz TOTAL TRADER PNL NEGATIVE $15M JUST 2.5 HOURS AFTER LAUNCH
Superintelligence-humanity barbell
The human side is underrated
Quant firms are hiring idea guys, not quants
I've been skeptical about the whole - software is commoditized, ideas are the moat argument
But I've seen first hand the best quant and technical firms in the world hire thinkers, liberal arts grads, and generalists
I predict the trend accelerates
Letter from @AQRCapital below
We just made it much easier to get started with o2 Turbo.
You can now buy an account directly with your card, Apple Pay or Google Pay thanks to @subyhq.
No need to get USDC first or figure out how to bridge funds.
Pick your account, pay, and start trading.
You can now get an o2 Turbo Account using your debit or credit card.
We’ve integrated @subyhq to give you another way to pay the premium and get instant access to prop-trading capital.
Pay by card.
Open the chart.
Rubyto retweeted
it is so funny to see everyone calling for every L2 to shut down
the reality is that it wont happen and i actually think a few of them will come back
sure there has been abuse, sure some teams mainly wanted to extract and sure a lot of ideas didnt work but i wouldnt make it a generality
many L2s are still out there trying to find their edge, whether it is dominating one specific use case or building apps themselves
imo this is exactly what they should be doing
being a generic execution layer isnt enough but if a few of them manage to become useful for something specific, they can absolutely matter again
One thing we noticed was that many Turbo users didn't know how slippage works.
So now, on top of the slippage tolerance parameter, you can visualize directly how many levels will get hit by your market orders.





















