Optimistic storyteller of frontier technology. The chaotic side of @Bankless
New York, USA
- Tweets 62,337
- Following 2,050
- Followers 263,250
- Likes 59,996
Pinned Tweet
Crypto wasn't created to make you rich
It was created to set you free.
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$VVV burn for September: $855,700
Will we hit $1m in October?
Will we hit $10m in 2027?
$100m in 2028?
What is the terminal demand for private AI inference?
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David Hoffman retweeted
Surprised this hasn’t gotten more attention: Ethereum L1 is barely showing up in the tokenized equities boom.
Tokenized equities already account for 12% of spot DEX vol on-chain, yet Ethereum L1 has close to 0 market share.
Robinhood, Arbitrum and Base are doing the gruntwork obviously. But where does that leave the L1?
Tokenization is going to reshape the onchain economy, and tokenized equities are going to be the fastest-growing segment over the next 2 years.
Ethereum needs a clear vision for what belongs on L1, what moves to L2s, and how the two fit together, from security and governance to liquidity and value accrual.
More on this in my article next week.
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A $BTC daily close above 86,600 would be strong
Close above 87,400 would be astronomically bullish
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It's incredible that people still have this take about $VVV
@AskVenice will take tens of millions of dollars and buy-and-burn $VVV and left-curvers will still regurgitate the equity misalignment trope
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$STRC above $99 means Saylor gets to icarus on us
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WEEKLY ROLLUP: Bitcoin Just Flipped Bullish? What Happens Next?
Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. @RyanSAdams and @TrustlessState unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ path to the Supreme Court.
[TIMESTAMPS]
0:00 Intro
0:09 Bitcoin Breaks Bearish Structure
- @hariskhantrader
6:35 Bond Yields, Liquidity & Macro Risk
- @KobeissiLetter
- @EpsilonTheory
22:06 Robinhood Goes All-In
- @fintechfrank
- @TrustlessState
33:19 BitGet Hack & NEAR Permissionless Debate
- @AlexAuroraDev
- @TrustlessState
- @kylekrason
- @near_intents
44:23 Prediction Markets Head to Court
48:29 Ethereum’s Cryptographic World Computer
- @VitalikButerin
- @cryptographicas
- @barnabemonnot
56:14 AI Agents & Bank Runs
- @JasonYanowitz
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AlGod $VVV entry price around $28-30
welcome aboard @AlgodTrading, the FUD has been entertaining
VeniceAi is a good business, sadly the token isnt
bootstrap with token and siphon to the equity investors, they both cant co exist without them both suffering
shorting something like this at 150 multiples is what i will do all day long lol
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Every time Algod tweets about $VVV I raise my price targets
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Don’t be surprised when $VVV bursts through ATHs
The evidence is right there in front of you
Thursday at @AskVenice: 2,854 new signups, 348 above Tuesday's record. $65,908 in revenue from new subs and $6,562 of $VVV burned from them. All three records moved by 12% or more. Not a nudge this time 🔥
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David Hoffman retweeted
.@TrustlessState, co-founder of @BanklessHQ, will be at Quantum & Privacy Day.
David co-hosts the Bankless podcast and co-founded Bankless Ventures.
October 8 | Tower Club, Singapore
Apply to attend:
luma.com/jtof4o9b
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David Hoffman retweeted
a 21m hardcapped supply is the most gimmicky thing in crypto, my dude
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In the last 48 hours, @near_intents:
> Detected and blocked stolen funds from an exchange hack
> Got exploited, patched within hours. $3.8M lost, all being refunded
CEX hacks (~$5B) and bridge exploits (~$3.7B) have been the two worst loss vectors in crypto.
Refreshing to see a team take ownership of crypto's biggest weakness.
this was easily one of the best responses i've seen from a project while facing a security incident. as @mert said: near:native is one of the most underrated teams in crypto
• fast detection
• fast service interruption to prevent spread
• fast bug fix/patch
• fast and clear comms
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AI labs are reading over your shoulder.
Got a valuable idea? Prompting to ChatGPT or Claude is donating it to their next model
"Everything you put into a frontier model generally is kind of just getting hoovered up by default."
In AI, your ideas are Sam's and Dario's product.
@JonShapeShift and I get into it @AskVenice
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David Hoffman retweeted
Today we rolled out TDR Pro referrals -- available to all Pro Members.
If you've received value from your Pro subscription and want to pay it forward, use the link below to generate your referral link.
You can share that link with anyone you think could benefit from our research.
We'll credit your account with TDR for 20% of all revenue collected from new sign-ups for the first 12 months, automatically applied to your Pro membership.
[Your referral link also tracks how many clicks and sign-ups you are receiving for full transparency]
If you're interested, see the link below to generate your referral code and start earning credits 👇
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.@variational_io is taking a page from Hyperliquid’s community-first playbook.
@variational_lvs :
“Hyperliquid showed if you do right by your community, your community will do right by you.”
“I think doing one of the largest airdrops in crypto history and kind of setting that precedent really puts us in the same ballpark.”
NEW EPISODE - Is @variational_io the Next Hyperliquid?
Variational isn’t trying to be another perp exchange. Lucas Schuermann (@variational_lvs) & @JustinCBram break down its broker model, how it taps into TradFi liquidity, why swaps could be a better retail primitive for RWAs, and the vision for accessing thousands of global markets from one USDC balance.
Plus: the 32% VAR airdrop, mobile, and the push to bring the next wave of traders onchain.
CHAPTERS
---
0:00 Broker, Not Exchange
5:07 Why Brokerage Wins for Retail
8:22 What Is a Swap?
9:58 The Real Cost of Trading
11:43 Bringing TradFi Liquidity Onchain
14:44 Building Variational
23:14 From Crypto Traders to Everyone
26:42 The Next User Base
30:35 What Actually Happens Onchain?
34:00 Inside OLP
37:03 Arbitrum and User Funds
39:44 The VAR Token and 32% Airdrop
42:34 Funding the Token Model
44:11 The 2027 Roadmap
47:44 Protocol or Platform?
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NEW EPISODE - Is @variational_io the Next Hyperliquid?
Variational isn’t trying to be another perp exchange. Lucas Schuermann (@variational_lvs) & @JustinCBram break down its broker model, how it taps into TradFi liquidity, why swaps could be a better retail primitive for RWAs, and the vision for accessing thousands of global markets from one USDC balance.
Plus: the 32% VAR airdrop, mobile, and the push to bring the next wave of traders onchain.
CHAPTERS
---
0:00 Broker, Not Exchange
5:07 Why Brokerage Wins for Retail
8:22 What Is a Swap?
9:58 The Real Cost of Trading
11:43 Bringing TradFi Liquidity Onchain
14:44 Building Variational
23:14 From Crypto Traders to Everyone
26:42 The Next User Base
30:35 What Actually Happens Onchain?
34:00 Inside OLP
37:03 Arbitrum and User Funds
39:44 The VAR Token and 32% Airdrop
42:34 Funding the Token Model
44:11 The 2027 Roadmap
47:44 Protocol or Platform?
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What better asset in crypto gets you exposure to AI growth than $VVV?
Even outside of crypto too!
OpenAI and Anthropic are private @ <$1T
$NVDA?
$MSFT?
Both are imperfect exposure (lots of other things you’re buying) with massive market caps
$VVV market cap is very reasonable, and its exposure to AI growth and token demand is very strong
A blessing to have it as a liquid token
Tuesday at @AskVenice: 2,506 new signups, the first day ever past 2,500. $58,576 in revenue from new subs and $5,793 of $VVV burned from them. Third straight day of records on all three 🔥
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