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iterating… | prev tradfi and think tanks | hyperliquid, monad, and friends | views are my own, obviously
Feb 26 8 tweets 2 min read
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…
Dec 26, 2024 9 tweets 4 min read
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…
Dec 19, 2024 5 tweets 1 min read
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
Aug 25, 2024 9 tweets 3 min read
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…