mrink0 @mrink0 Twitter profile | Pikagi

Pikagi

mrink0

@mrink0

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writer of words @delphi_digital

Joined May 2021

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@mrink0

mrink0

24 days

attention is all you need this report initially set out to understand why memecoins are capturing so much attention but turned into much more than that it explores how attention drives everything around us -- the economy, markets, our minds, and even AI (link below)

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@ClaireBorrelli1

@mrink0

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7 months

amsterdam is like ethereum nice in theory, but too many bridges and too expensive for the average man

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10 months

solana was *the* winner of last cycle it was also *the* loser, too so wat do? are we going to zero or valhalla? some thoughts below - part I 🧵

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7 months

why did crypto pump so hard? well, ignoring the narrative catalysts, one reason is low liquidity 🧵

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3 months

ethereum scaling solutions

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4 months

the prevailing narrative is that GenZ/millennials will have a harder time building wealth compared to older generations most ppl cite the historic bull markets in housing and bonds as reason why. these were definitely wealth generation tailwinds for old ppl that younger gens…

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3 months

phantom is lowkey the most important distribution channel on solana

@phantom

Phantom

3 months

We did it! $84K in 27 minutes 😅🎉

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2 years

“Every record has been destroyed or falsified, every book rewritten, every picture repainted, every statue and street building renamed, every date altered.” “History has stopped. Nothing exists except an endless present in which the Party is always right.” - George Orwell, 1984

@michaelpsenger

Michael P Senger

@michaelpsenger

2 years

Amazon quietly agreed to remove all reviews of General Secretary Xi Jinping’s speeches and writings with less than five stars from its website in China. No word as to whether the offending users were reported.

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4 months

@MikeIppolito_ few know this, but satoshi was actually a macroeconomist

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5 months

gotta give it to zuck > took a -77% drawdown to the face > fired all the tiktok PMs > got ripped > learned to fight > built doomsday bunker in hawaii > bought a shit ton of GPUs two years later and the stonk is back at ATHs

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7 months

2023: the year coinbase shipped

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10 months

yum yum compression so good

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3 months

holy buffalu

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3 months

yolo culture is a global phenomenon

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6 months

To whom it may concern ( @marginfi @edgarpavlovsky ) 🙏

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7 months

how should we think about $COIN? is it a bank or an everything app? wall street believes the former; we believe the latter read on to get bald and based🧵

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9 months

"If Coinbase International sees 25% of Binance's current futures volume -- even under a lower fee scenario -- it would generate ~$1.8B in additional revenue, which would nearly double its total transaction revenue in 2022. For context, consensus sell-side estimates don’t even…

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3 years

How you can generate 23% yield on your staked $SOL by using @LidoFinance & @Saber_HQ 🧵👇

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1 month

“the eigen airdrop got me thinkin bout how i took you for granted, jito. i don’t think i’ll ever find someone w your generosity and bountiful size again. anyways, you don’t have to respond, just tell buffalu i say hi”

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1 month

@HugoMartingale polymarket has achieved god tier marketing internally

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6 months

what's possible in crypto that's impossible everywhere else? + bitcoin and censorship-resistant money + ethereum and smart contracts + uniswap and AMMs i believe the next major 0 to 1 innovation is @getcode and micropayments 🧵

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2 years

Arweave now holds over 6.5 million tweets, videos, photos and articles related to the Ukraine conflict and just registered its 3rd highest weekly txn volume ever “One of the most important things authoritarian rulers try to do is control the information space” - @samecwilliams

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7 months

the firedancer team is obsessed w hardware their breakpoint talks really crystallized for me just how divergent solana’s scaling vision is from ethereum’s ethereum is implicitly short hardware solana is explicitly long hardware

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8 months

how much value will base accrue and how will it impact $COIN? part deux - the maths 🧵

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6 months

as the world rediscovers solana, it's worth remembering the teams who bet on the network before all the hype @getcode and $KIN are the ultimate solana OGs🧵

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9 months

how should we think about $COIN? is @coinbase a slow-moving incumbent or a innovative industry leader? 🧵

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9 months

ethereum is betting that blockchain’s killer app is settling value; solana is betting that it’s settling *information* ultra sound money vs global state machine

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11 months

12M+ mints @drip_haus 🥶

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8 months

the OPOS narrative is awesome the one idea i keep coming back to is micropayments - doesn’t exist today - impossible via trad rails - solves obvious problem - soft pmf w things like x dot com subscriptions @getcode is one of the coolest projects building here. great team,…

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8 days

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@cburniske

Chris Burniske

8 days

And so we'll go from followers and likes to comparing size and liquidity of "caps."

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1 month

its over topped peak froth retail is here no marginal buyer

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4 months

it’s very crypto for a bunch of anon manlets to front run the industry’s most elite venture funds in realizing solana’s architecture is what’s needed to scale

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9 months

the plan? sol -> jitoSOL jitoSOL -> marginfi borrow -> usdc swap usdc -> uxd deposit uxd -> marginfi

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3 months

coinbase now doing >$500M in daily perps volume

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4 months

the memes are evolving quarter mil views on 1.6k followers is wild

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8 months

what does base mean for coinbase? and how / when will $COIN benefit? 🧵

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22 days

say what you will about worldcoin, but they have shipped some of the most cypherpunk tech in crypto

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7 months

the most bearish thing about ethereum is not its tech, but its vibes a few years ago, ethereum was the land of possibilities vitalik wore rainbow-colored shirts adorned w unicorns, while evm devs dreamed of rebuilding finance onchain

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1 month

the craziest *charts* in crypto

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5 months

the craziest chart in crypto

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7 months

See babe so this guy called me an unaligned manlet, which is actually like a huge compliment

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9 months

points this, points that wtf are “solana points” and how should we play this new meta? a degen’s guide to solana points 🧵

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3 years

@WClementeIII Definitely a fad. Only 'moonboys' use on-chain

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2 years

@waitbutwhy That reminds me of this F. Scott Fitzgerald quote

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7 months

friendly reminder that in 2021, SOL went from $25 to $200 in 50 days

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2 years

"No one cared who I was until I put on the mask" #newpfp @TheHashmasks

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3 months

backpack’s success could unlock a whole new paradigm for nfts nfts —> early adopters —> power users —> evangelists —> community

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8 months

a16z often gets clowned for yoloing crypto at the pico top of last cycle, but i respect their conviction and the significant investments (deals, infra, humans) they've made in the space at a time when a lot of other silicon valley megafunds are mindlessly chasing ai froth and…

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2 years

Monday

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3 months

imagine the smell… of the portfolio allocation meetings over the coming months

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5 months

delphi's magic is giving analysts the freedom to explore the world's most interesting questions writing great research is just an emergent behavior

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2 years

@zhusu @cobie Most TardFi investors too insecure to publicly acknowledge mistakes Mad respect @zhusu ✊🏻✊🏻

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7 months

coinbase customers sending a clear message

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6 months

objects in the mirror are closer than they appear

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1 month

skill issue

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3 months

wrote some words on AI x Crypto the report explores why these technologies will merge > AI is stochastic // crypto is deterministic > AI is resource-intensive // crypto is hypercapitalist > AI passes the Turing test // crypto is trustless

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The Real Merge - Delphi Digital

Crypto x AI is the hot new thing. Almost overnight, talk of d/acc and AI agents diffused across the timeline. I don’t know about you, but all the hype

members.delphidigital.io

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3 months

paul tudor jones and stanley druckenmiller on bitcoin: PTJ: "Do you know that when Bitcoin went from $17,000 to $3,000 86% of the people who owned it at $17,000 never sold it?" Druck: "Well, this was huge in my mind. So here’s something with a finite supply and 86% of the…

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10 months

Bullish on this guy and the rest of the ⁦ @cypher_protocol ⁩ team Hang in there lads 🫡

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11 months

YTD % growth @cypher_protocol @jito_labs @marginfi @solendprotocol @UXDProtocol

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7 months

on this day of thanks, i’m thankful for @0xMert_ relentlessness that’s truly only possible on solana

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9 months

. @getcode is pretty cool. slick ux and one of the few crypto apps that abstracts complexity to a venmo-like level @Kin_Ecosystem is worth following too. maybe code works out, maybe it doesn’t. but i could see kin getting meme’d based off the “no inflation, no foundation”…

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6 months

outside of onboarding millions of users and proving the L1 efficient frontier lies far beyond ethereum, solana’s greatest contribution to crypto will be shifting the meta from: cool research bro, when white paper? to… cool research bro, when users?

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7 months

social/micropayments will kick off the next bull run on solana mass retail doesn't care about defi/depin. it's too complex and most ppl aren't traders/hackers but sending ur fav influencer fun tokens for exclusive access/art/digital goods is infinitely more scalable

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7 months

@0xMert_ why i would build an L2 *on solana*

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8 months

@jvb_xyz > a structural oversupply of blockspace that is probably the single most bearish thing you could say about crypto. period. and by crypto i mean *all* crypto: btc, eth, sol, et al last i checked, we're all here because we believe blockchains enable novel interactions. if you…

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30 days

the thing I admire most about stanley druckenmiller is his radical openness every interview he admits uncertainty and an openness to being wrong. he has strong views yet remains open to learning new information that changes them I assume his big 5 personality assessment would…

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3 months

> be alex karp > spawn in philly and struggle w dyslexia > room w peter thiel at stanford > study philosophy in germany and earn PhD > return to US to found palantir > build generational biz > live in new hampshire > give $150k to river hermit > defend western values while skiing

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8 months

coinbase app is wildly overengineered

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4 months

ppl often ask me why i’m so outspoken on solana and whether i’m a maxi. i’d like to address those very fair questions below first off, i am not a maxi. the moment i see a network better than solana i will sell all my sol and buy that ecosystem’s token i have sworn no religious…

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11 months

don't say it don't say it don't say it SOLANA SUMMER

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2 years

wsb and ct should team up to short squeeze the college textbook industry next it’s one of most corrupt, extractive cabals of big money and influence open source academic insights + knowledge would empower generations of curious students free information —> free people

@jackbutcher

Jackᵛᵛ

2 years

every time you make something easier to understand, you're short squeezing a gatekeeper

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9 months

going parabolic

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7 months

the fundamental reason why capital continues to flow out, as opposed to into crypto markets, is bc of interest rates why lend your dollar on aave when you can earn more lending to the good ole us gov?

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2 years

@matt_levine money stuff title idea: "life creeps up on you"

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2 years

@gainzy222 @0xtuba Do they make this for men?

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3 months

get finked bish!

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23 days

nothing is more rewarding than when people I admire find value in my writing the process may be painful but the reward is so sweet

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4 months

yolofi uponly

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7 months

2024: firedancer bitcoin halving fed pivot

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7 months

so you wanna be a dev? you wanna be a defi founder? you wanna build a community? you wanna make tvl go uponly? cool, do you have what it takes, anon?

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2 years

@fintechfrank yoo uhh hmm

@rhemrajani9

Rahul

2 years

A year ago $UPST was trading at $390, today after earnings it fell to $14. In hindsight this was such an obvious sign lmao 😂😂

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2 months

how it feels to submit a jupiter DCA

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5 months

24 predictions for 2024

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6 months

debt is a meme until the interest comes due 🧵 for the US gov, there are only three ways out: 1) massive tax hikes + spending cuts 2) world-altering deflationary technology 3) money printing

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6 months

me to my tradfi friends

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2 months

things I admire: 1) curiosity 2) drive 3) humility 4) humor things I could care less about: 1) education 2) experience 3) vocabulary 4) connections

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4 months

still quoting dalio? > taylor swift—travis kelce super bowl kiss > nvidia worth more than china’s stonk mkt > GPT-5 begins training run > neuralink human trials > apple vision pro > starship flight test 3 imminent and you’re quoting dalio?

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6 months

me & the boys pullin up to the function after bag holding quekz to generational wealth

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8 months

@vaneck_us @ProtocolGuild incredibly based wasn’t planning on buying EFUT, but now I will

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7 months

breakpoint: back from the dead 🧵

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6 months

firedancer will be the final nail in the trilemma’s coffin

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6 months

code is a solana-based wallet that powers instant, reliable and private payments so far, the team has built three consumer products: 1) digital paper cash 2) cash links 3) micropayments for the web

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4 months

jupiter is the most valuable app in crypto by FDV

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7 months

BTC's 1% book depth is at its lowest point all year h/t @dlawant

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6 months

> bonk listing on coinbase > bull running thru nyc subway > coincidence? i think not

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7 months

valhalla is predestined and draws near, but it will probably only come after some market turbulence ye faithful shall be tested by one last fire before eternal glory cometh

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2 months

solana has flipped ethereum on many things this cycle but the most important is the cultural flippening

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10 months

solana was last cycle’s high beta champ

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10 months

stables have been bleeding mkt cap for the better part of two years now on a relative basis, the current drawdown now rivals the 2018 bear

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6 months

> watching 1 min $WIF chart on subway > looks up > “number go up” > from lady wif hat > call dat a poetic pamp

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6 months

going vertical @PhoenixTrade

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