| whale hunter and fire extinguisher | capital formation @NewMoneyCompany (@ycombinator) | fmr infra pirate @blocksense_ (@a16zcrypto) | be kind

Turtle Island
Who's making a free and open source fake ID for Discord generator? Hint - many US states do not have a database to check if drivers' licenses are legit. You'd be surprised at the number of ID verification startups that can get fooled by this.
Absolute privacy nightmare. Governments pushing AML/KYC on the app layer - they think its a good idea to have citizens submit biometrics and IDs to every third party who requests it. Can they at least mandate zk solutions where the user can prove identity without submitting it to every corporation on the planet? Bureaucrats "accidentally" legislating a surveillance state and broken security for their citizens. We need a digital civil rights act now.
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We have to hide this post from North Korea.
I asked Clawdbot to do sales and find prospects + get meetings It booked me 27 demos in 1 hour I asked how Turns out it found their Calendly links and just booked meetings
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Product idea - scour social platform ads and posts for prediction market marketing that exploits the K-shaped economy. Sell to governments. Bonus - subscription cost is a low flat fee and % of fines.
NEWS: UK bans Coinbase ads for suggesting crypto could ease the cost-of-living crisis, per The Guardian.
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Martin Obretenov retweeted
Who thinks we will see over 100+ new stablecoins in 2026?
There have been 59 new major Stablecoins launched in 2025
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RT @heshie: I don’t think self vibecoded software is the future for businesses A couple of months ago I vibecoded a tool for a friends bus…
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Prediction markets discovering oracles smh
A Polymarket trader ran a Wolf of Wall Street–level play overnight - made $233K by drained liquidity from trading bots and it flew completely under the radar. The setup was brilliant and extremely simple. A trader known as @a4385 made $233K overnight exploiting 15-minute Polymarket markets. Saturday night. Liquidity is thin. Binance spot order books are shallow. On “XRP Up or Down — Jan 17, 12:45–1:00 PM ET” he aggressively bought UP at any price. His counterparties were trading bots. Polymarket market making is relatively straightforward, with low barriers to entry for solo devs and trading bots are now very popular. By the 10th minute of the market - XRP was down ~0.3% from the open yet he had pushed UP shares to 70¢. The bots saw an opportunity and walked straight into the trap selling him even more UP. ~77K UP accumulated at an average price of ~48¢. Two minutes before settlement, a wallet on Binance bought ~$1M USDT of XRP spot, pushing price ~0.5% higher. Seconds after settlement, the $1M spot buy was sold back. Cost of the manipulation: ~0.25% slippage each way + fees. With Binance VIP 4 level (0.06%) (quite easy to obtain) and 0.25% slippage on both sides the total cost was ~$6,200; It may be less. He ran the same play multiple times, cleaning out bot wallets by exploiting thin weekend liquidity. @a4385 - polymarket.com/profile/0x506… Some bots were shut down in time. Others didn’t react fast enough and lost their entire balances - including polymarket.com/@aleksandmone…, which gave up a full year of profits.
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Now that Kaito is sunsetting Yaps, might as well share this publicly. Tech moves fast and crypto moves even faster, but if you watch carefully you can find a lot of opportunities to get an edge - here's one example. In the Kaito Yaps dashboard you could scrape every single board (now 120) x every board has 5 date periods (7D, 30D, 3M, 6M, 12M) -> that makes 600 different lists, each list has 99 profiles on it, that's 59,400 profiles (incl. dups obviously). If you inspect the source code you realize Kaito uses the Twitter IDs for the profiles. You could pull a person's Twitter name, username, pfp link, bio, following count, follower count, smart follower count, smart following count. More interestingly - if you scroll to the creator social graph and inspect it what you'll realize is you can see a connection strength score between any 2 people (based on their Twitter IDs). This means thousands and thousands of connections scored, based on mutual engagement on Twitter, per board. Every BD in crypto knows it's about who you know, and who knows who. If you want to connect with someone but they don't know who you are, you could very quickly check - do they have a high score of mutual interaction? And that's how you get a way more meaningful intro than reaching cold.
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Martin Obretenov retweeted
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Martin Obretenov retweeted
Building something you'd never trade is a bigger flex than building something impressive you secretly hate.
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Martin Obretenov retweeted
You can't compete with someone who loves the process. They'll outlast you every single time. Outcomes fade. Obsession doesn't.
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RT @Austin_Federa: We’re all just Meat LLMs and college is a training data set unlike any other you’ll encounter. And it’s probably (if do…
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What stage of capitalism is it when the White House is rigging betting markets on how long its press briefings denying war crimes will last?
Today's White House Press Briefing had a 98% chance of running over 65 minutes - until Karoline Leavitt abruptly ended it with seconds to spare. Traders on the NO side made 50x in seconds.
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FYI this isn’t the first time the US tried to buy Greenland. In 1946, President Harry Truman secretly offered Denmark $100,000,000 in gold bars for the island.
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Martin Obretenov retweeted
big week for those that love to circle back
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Martin Obretenov retweeted
i bought $aave this week for the first time. it's now one of my main two liquid positions (with $btc). here's why: >the @aave app will be offering 6-9% apy on savings with insurance. this is the first crypto product i've ever felt comfortable recommending to non-crypto friends. no savings account can give you that. >then remember that *anyone in the world* can use aave. any tradfi services you want to compare it to are puny in comparison, bounded by local region. >put those together, and everyone in the world should be putting some of their savings in aave. this sounds absurdly grandiose only because nothing like this was possible until now. it's a no-brainer. >some napkin math. annualized revenue is about $90M (the DAO earned about $140M last year, but a market downturn has lowered recent earnings). the FDV is $2.7B. that roughly equates to a 30x P/E ratio on the high side and 20x P/E ratio on the low side. this is neither cheap nor expensive in this market compared to banks and financial services, and your estimate of fairness will depend on the growth multiple you apply. in any case for crypto investors, its comfortable to be able to calculate a reasonable valuation at all—something that's impossible with protocol tokens. >through the dispute between labs and the DAO, both sides agreed on major points: 1) revenue should go to the $AAVE token, 2) the DAO had full rights over its earnings ($140M last year). as a tokenholder, these are the points that really matter, and the rest is largely noise. >most recently (jan 2nd), @StaniKulechov has committed to sharing revenue from outside the protocol with tokenholders. >there is exactly one crypto product that has continued to grow for years on a single use case that isn't trading. that product is aave, and borrowing-lending remains crypto's greatest base use case: something everyone needs, something that crypto optimizes by removing middle men and expanding access, something that grows as the rest of crypto grows (enabling leverage into other apps), something that grows if the rest of crypto doesn't grow. >for all their many differences, @StaniKulechov and @Marczeller each remain two of the greatest founders in this space, showing up day after day in any cycle to build things that people use. there are very, very few people you can say have 10 year conviction in this space, nevermind 10-month conviction. but they are two, and i'd personally back anything that either one of them does.
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Martin Obretenov retweeted
Money already moves globally Savings deserve the same mobility We’re fixing this
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I get hundreds of crypto company newsletters and emails, I even pay for a bunch of subscriptions. I find it hilarious that only 2 emails EVER mentioned DAC8. As a matter of fact from 800 TG groups I am in DAC8 has been mentioned 7 times since May 2023. Anyway, glad I live in North America.
THE EU HAS OFFICIALLY ENDED CRYPTO PRIVACY WITH DAC8 As of January 1, 2026, the DAC8 law is live across the European Union. This marks the definitive end of anonymous crypto holdings for every resident in the member states. What this means for you: Automatic Reporting: Every exchange and service provider is now legally required to send your name, tax ID, and full transaction history directly to national tax authorities. Total Visibility: The law covers crypto-to-fiat, crypto-to-crypto, and most importantly, transfers from exchanges to your private hardware wallets (Ledger/Trezor). Mandatory Compliance: Platforms are now legally obligated to freeze your account and block all transactions if you fail to provide your Tax Identification Number (TIN). Global Reach: Non-EU exchanges serving European customers must also comply with these reporting standards or face being blacklisted from the EU market. Tax authorities now have an automated dashboard tracking your digital assets. Data collection for the 2026 tax year has already begun. Privacy has never been more important than right now.
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Shoutout to @WuBlockchain for being the first source I would have learned about this. Also obviously @10b57e6da0 for the discussion, always good convos with internet strangers there.
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Leo and Abbas are doing an amazing job. Big fan of the Founder Success team. I highly recommend this gig!
THE COOLEST JOB IN THE WORLD JUST WENT LIVE Come work at the Ethereum Foundation's founder success team. Which means you get to work with me everyday. Some of the most important things we're looking for in a candidate: 1. Intuition - Must have good judgement and intuition, so we focus on the right things and experiment efficiently. 2. Management: We are in hundreds of conversations, managing them all well alongside our new initiatives is very important. 3. Work Ethic: This does not need any explanation. Referrals are appreciated and the JD is shared in the tweet below.
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Martin Obretenov retweeted
the trilemma has been solved ethereum
Now that ZKEVMs are at alpha stage (production-quality performance, remaining work is safety) and PeerDAS is live on mainnet, it's time to talk more about what this combination means for Ethereum. These are not minor improvements; they are shifting Ethereum into being a fundamentally new and more powerful kind of decentralized network. To see why, let's look at the two major types of p2p network so far: BitTorrent (2000): huge total bandwidth, highly decentralized, no consensus Bitcoin (2009): highly decentralized, consensus, but low bandwidth - because it’s not “distributed” in the sense of work being split up, it’s *replicated* Now, Ethereum with PeerDAS (2025) and ZK-EVMs (expect small portions of the network using it in 2026), we get: decentralized, consensus and high bandwidth The trilemma has been solved - not on paper, but with live running code, of which one half (data availability sampling) is *on mainnet today*, and the other half (ZK-EVMs) is *production-quality on performance today* - safety is what remains. This was a 10-year journey (see the first commit of my original post on DAS here: github.com/ethereum/research… , and ZK-EVM attempts started in ~2020), but it's finally here. Over the next ~4 years, expect to see the full extent of this vision roll out: * In 2026, large non-ZKEVM-dependent gas limit increases due to BALs and ePBS, and we'll see the first opportunities to run a ZKEVM node * In 2026-28, gas repricings, changes to state structure, exec payload going into blobs, and other adjustments to make higher gas limits safe * In 2027-30, large further gas limit increases, as ZKEVM becomes the primary way to validate blocks on the network A third piece of this is distributed block building. A long-term ideal holy grail is to get to a future where the full block is *never* constituted in one single place. This will not be necessary for a long time, but IMO it is worth striving for us at least have the capability to do that. Even before that point, we want the meaningful authority in block building to be as distributed as possible. This can be done either in-protocol (eg. maybe we figure out how to expand FOCIL to make it a primary channel for txs), or out-of-protocol with distributed builder marketplaces. This reduces risk of centralized interference with real-time transaction inclusion, AND it creates a better environment for geographical fairness. Onward.
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