Core @opendelta_ | Contributor @utexocom. Ex @ForkLog
Joined November 2013
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- Following1.8K
- Followers940
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Nick Schteringard retweeted
1/
Most of running a lending vault is monitoring.
You pick the markets, then you watch them. Weeks pass and nothing changes. Then one night a collateral depegs or liquidity drains, and the five minutes after that decide everything.
Monitoring is what agents are built for. Here's how we set it up ↓
🧵
Nick Schteringard retweeted
USDT on Bitcoin. It's coming home
Spent an evening in Washington talking USDT on Bitcoin with @MorganStanley
They invited me to dinner, where I caught up with @MergnerMS, Joe Medioli and a few people from the team I’ve known for quite some time
We talked about @utexocom working with Morgan Stanley on USDT adoption on Bitcoin, both in Europe and globally
Nick Schteringard retweeted
Sometimes it's the small things that make life way easier.
Entire portfolio in one view. Speak to your wallets with simply tagging them @.
Nick Schteringard retweeted
What everyone seems to be missing:
No one who runs serious money in crypto uses only one custody solution
Proper multichain accounting is what keeps the lights on in the long run
You don't need agents to trade for you. You need them to run your ops
Nick Schteringard retweeted
One of the greatest viruses of the modern man is looking at Instagram Stories. You will melt your brain looking at a barrage of outcomes—like vacations, parties, cars—with no visibility of the process that got them there.
Nick Schteringard retweeted
GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.
AGI has arrived. Congratulations @OpenAI team.
400K GPUs coming online next.
Nick Schteringard retweeted
Calling this “fraudulent” is neither accurate nor constructive. A Lightning node is not inherently a server daemon. Lightning is a protocol, and implementations can run as standalone daemons or be embedded directly into applications through libraries such as LDK
Nick Schteringard retweeted
"What if the model companies do this?" is the new "What if Google does this?" I.e. the meaningless question investors ask that shows either that they're stupid or that they dislike you and are looking for ways to find fault.
Nick Schteringard retweeted
That's how we like it: a room full of payment professionals discussing how USDT on Bitcoin brings private stablecoin settlement to institutional traders.
Thanks to @GateInstitution for having us as co-hosts: Capital Social at @money2020 was a success!
Nick Schteringard retweeted
Crypto is a legit and indeed inevitable technology. Usually such things are net positive.
Nick Schteringard retweeted
Writing to our investors:
. Q1 was another terrible quarter for crypto, with total market cap declining -22% (after -27% decline in Q4 2025).
. Trading volume looked even worse: Q1 spot trading volume on centralized exchanges reached $3.1T, a -37% decrease vs Q4 2025. Perpetual futures trading volume (used by traders to trade on leverage) fell to $12.7T in Q1, a -26% decrease vs Q4 2025.
We continue to be in bear market, which we think will hold for 6-12 months. Institutional interest (eg Apollo, Fidelity, Blackrock), the technology (eg speed, privacy, AI adoption of crypto rails), revenue-generating applications (eg Hyperliquid, Pump), adoption of Real World Assets onchain (eg commodities, reinsurance) and regulatory improvements (eg Genius, Clarity bills) continue to build the foundation for the next major crypto cycle.
Nick Schteringard retweeted
You can now run your coding terminal from your glasses, wherever you are.
Terminal Mode is live.
#DevTools #BuildInPublic #coding
Nick Schteringard retweeted
Confession: 10 years in crypto, never used @solana. Until yesterday.
I taught my AI agent to use it for me — without handing it my keys.
Here's what happened 🧵 1/9
Nick Schteringard retweeted
1/
We’ve made the decision to wind down OG30.
As we execute on our roadmap, we need to stay focused and allocate resources to the products and partnerships where we see the strongest traction and long-term potential.
While OG30 was an important experiment for OpenDelta, it hasn’t reached the scale we hoped for and maintaining it would take resources away from that focus. 🧵
Nick Schteringard retweeted
Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin.
After more than a decade, USDT is finally coming home.