First Day Token2049 ​ > 90% of the conversations are RWA, Tokenized Stocks, Structured Products (i.e. the institutionalization of crypto) ​ > 10% in AI, the financialization of compute and every single asset, bringing them onchain ​ > Surprisingly (or not) VCs, liquid funds, traders are talking about Grass and how bullish they are ​ > Venice, Near, Pumpfun, Orbio get mentioned quite a bit as well ​ > Most aren't aware of the Onchain/DeAI wave that's happening + most don't understand the value prop of onchain/decentralized inference, x402, and the budding ecosystem of tokenized inference credit markets ​ > Seeing many teams working as frontends for Hyperliquid, Ondo, Polymarket, and other venues ​ > These are trading platform, AI agent trading strategy platform, and DeFi protocols building structured products on top of infra that enables users to do more with their capital (e.g. AI strats that long 10 crypto assets & short 10 tokenized stocks, yield-bearing token that earns yields from a combination of tokenized assets and prediction market strategies) ​ > More people are coming onchain because onboarding is getting better + tokenized assets offer far more value vs traditional brokers (i.e. 24/7 trading, collateralized your asset, earn more yields through lending, basis trading strats, etc) ​ Overall, the crowd has gone down by 50%+, less builders around, more traders, investors, KOLs, and institutions ​ The vibe feels more institutionalized than the last. A lot less excitement from the retail crowd compared to the last. ​ Honestly don't know how to feel about this lol

The HRT 2015 intern class mafia: @chameleon_jeff - Hyperliquid CEO @alexandr_wang - Meta AI Lead @ScottWu46 - Cognition AI CEO @thejessezhang - Decagon AI CEO Incredible concentration of talent in just one photo.

why consuming more information is making you worse

I use 5 rules to find tokens where the fundamentals are actually improving: - The token needs a real market cap (no nanocaps) - 30d revenue has to be above $1M - Revenue is growing over 30d - Revenue has grown over 90d - The P/S has to be below the median of the universe I track, currently 26.2x Then I filter out anything that's not an apples-to-apples comparison. For example, I found 18 protocols that passed the first four filters. Once I apply that last filter, roughly half are gone. A few names that made it through: 1. $AERO $15.1M revenue/+209% 30d/4.8x P/S 2. $RAY $7.7M revenue/+384% 30d/5.9x P/S 3. solana:orcaEKTdK7LKz57vaAYr9QeNsVEPfiu6QeMU1kektZE $1.4M revenue/+134% 30d/7.0x P/S 4. $PUMP$57.1M revenue/+63% over 90d/4.4x P/S $UNI got cut because it trades at 34.5x P/S, above the median. Hope that helps with the methodology!

According to Ray Dalio, the easiest way to adjust for risk is to seek uncorrelated returns. Ray's made billions from a simple idea. Here's how to do it in a few lines of Python code:

Dafuq, what he was saying ? Bruh

creating luck is a skill.

Anthropic IPO prospectus leaked to Reuters Anthropic reported a net loss of $42 billion in 2025, ‌and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus. The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time. reuters.com/business/finance…

Brain connectivity is highest in the fall and lowest in the summer

Use your phone less. Use your phone less. Use your phone less. Use your phone less. Because attention is not free.

What this says is that our internal image of ourselves determine how much we enjoy our lives. Happy Internal Messaging: 1. I have a lot of fun in all that I do 2. i am high energy 3. I am the master of my fate, captain of my soul Sad Internal Messaging: 1. I am all alone 2. Everything in life is boring 3. I have no control over anything in life

If you want to make the most progress you've ever made in your life, you need to be alone. You need an extended period of isolation, not influenced by friends or media, spent building your future. You need space to learn, think, experiment, and fail. Give yourself 6 months. Focus solely on the development of your mind, body, spirit, and finances. This is how you get ahead of most people.

Aero is coming to Robinhood Chain ✈️ Get on board 10/21

We’re one week out from the Clarity Act failing. - SEC publishes Innovation Exemption - CFTC ships crypto rules to the White House - CFTC updates FAQ on crypto activities Crypto assets and equities tell the story.

excuse me I must correct the record on this slander

🚨 UPDATE: Bitcoin’s four-year cycle playbook is breaking, with this bear market far shallower than the last three, says Glassnode.

gen z rise up