mary.hl Profile picture
Jan 21 1 tweets 1 min read Read on X
to all the pea brained squirrels out there losing all hope because trump didn't mention crypto on his literal first day in office after the memecoin disaster this weekend

- tapped pro crypto republicans mark uyeda as SEC chair (who plans to reverse gensler era policies) and caroline pham of citibank digital assets / cftc as acting chair

- howard lutnick of cantor fitzgerald (who announced a bitcoin financing product line in tandem with tether this summer) is co-chairing the transition team and is being considered for treasury secretary

- is extremely money and relationship driven and crypto super PACs put $130m+ into congressional races and swept these seats (arguably more important in legislative decision making because not every decision should be imposed via executive order)

- promised to make america 'the crypto capital' and mine mint every remaining bitcoin in the usa lmao

- loves to be seen with elon musk, elon loves bitcoin and doge

- loves the vibes of america's tech billionaires kissing the ring

while i wouldn't count on a strategic bitcoin reserve (not in size at least) its looking pretty good for crypto

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More from @howdymerry

Feb 26
list of high signal people i follow and read, will add as i think of them (please shill me some)

searchers + defi builders
grugcapital
0xAlcibiades
ThogardPvP
capnjackbearow
ItsAlwaysZonny
sinitias
sershokunin
keoneHD
_jhunsaker
Daryllautk
chameleon_jeff
kaledora
CapitalMonet
33b345
jarxiao
karl_0x

traders
0xAnteater
saliencexbt
ibuyrugs
TraderNoah
kelxyz_
ThinkingUSD
d_gilz
0xRyuzaki
shitcoinsafari
0xSisyphus
MartinShkreli
Citrini7
thiccyth0t
lightcrypto
cuntycakes123
RunnerXBT
knveth
izebel_eth
crypto_condom
alphawifhat
DefiSquared
hellojintao
ManifoldTrading
quant_arb
Husslin_
_jaechung
lazyvillager1
pigeon + rhino (not active rn)

analysts + one lawyer
0xkyle__
0xThoor
fejau_inc
stevenyuntcap
ericonomic
AviFelman
Evan_ss6
OstiumLabs (gud weekly macro analyses)
MetamateDaz
wassielawyer

venture
Fiskantes (all the zee prime ppl are on point)
0xsmac & @mhdempsey
ani_pai
HadickM (stablecoins)
Rewkang
ppl affiliated with @apg_capital
lmrankhan
QwQiao
reganbozman
a lot of great people here dont tweet about their thoughts so left them off rip

research (markets + tech)
UmbraResearch
temporal_xyz
whetstonedotcc
Delphi_Digital
barnabemonnot
bedlamresearch

longform / news
matt levine (king)
cobie
arthur hayes
andrew ross sorkin
noahpinion
chinatalk
bloomberg tech + china
multicoincap theses
oh yea @TheiaResearch @Taran_ss @0xlawlol @DiogenesCasares for sure

i made a list for easy follows + adds

x.com/i/lists/189478…
oop sorry very disrespectful to leave @Arthur_0x off
Read 8 tweets
Dec 26, 2024
i am fortunate to have friends who send me papers when i ask them for feedback on my ideas (homie just finished a stanford phd)

so here is a paper he shared that makes me excited about the potential of crypto x ai infra
- @hyperbolic_labs
- @PrimeIntellect
- @fortytwonetwork

🧵this paper explores the creation of systems that autonomously drive scientific discovery driven by multi agent 'swarms of intelligence' akin to biological systemsImage
obligatory quick shill--im starting a newsletter to write once weekly on work that excites me across biotech, ai, and crypto so please subscribe

paragraph.xyz/@frontier/gm-w…
much of my interest in autonomous scientific research comes from my own experience working in (physics + bio) labs--it is repetitive, time consuming, and painstaking, often taking generations of grad students + perpetual grant applications to really complete any particular study

the most inspiring thing about the era we live in is how much this timeline has accelerated because of recent developments in scaling ai/ml

jensen huang talks about a visit to a university where a professor teared up and thanked him, that 'because of your work, i can do my life's work in my lifetime'

that is so unbelievably powerful + profound and unique to this moment in time and im excited that humanity can keep pushing forward the frontier at a much accelerated clip
Read 9 tweets
Dec 19, 2024
if you are new to crypto this is the stack of tools and projects that i use and trust

wallets: @phantom @Rabby_io

defi: @ethena_labs @MorphoLabs @aave @eigenlayer @pendle_fi @plaza_finance

perps: @HyperliquidX @DriftProtocol @PhoenixTrade @pvp_dot_trade @OstiumLabs

social: @tribedotrun @superonfc @chippedsocial

fun: @kamigotchiworld @daosdotfun @SankoGameCorp @thefarmdotfun @frenpetonbase @pumpdotfun @Polymarket

payment: @sphere_labs @daimo_eth

baghold: @ai16zdao @deepwormxyz @SankoGameCorp

chains: @base @solana @arbitrum @initia @ethereumImage
@phantom @Rabby_io @ethena_labs @MorphoLabs @aave @eigenlayer @pendle_fi @plaza_finance @HyperliquidX @DriftProtocol @PhoenixTrade @pvp_dot_trade @OstiumLabs feel free to shill me apps :D
oh i suppose im on @0xPolygon
Read 5 tweets
Aug 25, 2024
committing to regularly posting my weekly reads threads again because i am doing my best to resist the siren song of returning to school for a phd

- zkml / inference perf in TEEs
- verifiable sequencing
- defi exploits + docs
- systems thinking
@gizatechxyz paper on their model-complexity-reducer package that optimizes trade off between complexity and performance for gradient boost tree models (so a zk proof for model execution is generated efficiently)

github.com/gizatechxyz/zk…
finally read through @ezklxyz work with optimism rpgf, i like the suggestions for future work--a better more verifiable system design to express/analyze voter behaviors, highlighting the interop in linking different proving systems, storing private votes in TEEs

Read 9 tweets

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