Founder & General Partner at Sats Ventures Views are my own. Not investment advice. Nothing posted constitutes an offer or solicitation.

NYC/Jakarta
Joined April 2019
Big step for @BimaBTC launching their collar loan markets.
You own the asset. You should be able to afford to borrow against it. Bima’s collar loan markets are now LIVE on Base, BNB, and ETH. We’re bringing down the cost of capital. Here’s how. 🧵
1
4
288
Bitcoin capital markets @ArkLabsHQ.
600 years ago, a handful of contracts let money move across Europe without moving coin. Modern financial institutions grew around them. Today, Bitcoin moves anywhere, at will, but the contracts that put it to work have not caught up. Outside the largest venues, most income, protection and financing products are still built one provider at a time, in fragmented silos and bilateral deals.
1
6
461
💎
introducing: diamonds 💎 coming soon on OnePump 🌱
4
223
Meet our speakers: Marco Argentieri! @tierotiero is CEO of Ark Labs, the team behind Arkade. At the Stablecoin Summit, Marco will talk about the technological aspects of stablecoins on Bitcoin. Join the event: luma.com/qlt7isbb
2
4
24
1,695
Well, this is still true. It hasn’t been much of an Uptober so far.
Absolutely insane bitcoin:native price action right now!
2
153
There’s going to be a lot of TGEs Q4 2026 and Q1 2027.
2
7
518
It’s great to see @ZestProtocol keep growing!
Over $40M is now borrowed on Zest Protocol @Stacks Market. A new all time high.
1
10
427
If you’re in Singapore for @token2049, catch @michaelborglin’s pitch!
Tomorrow, our CEO @michaelborglin takes the @token2049 NEXUS stage. Oct 7, 5 PM SGT. One of 10 finalists. The question he's bringing: why does Bitcoin credit still require giving up your Bitcoin?
5
287
Absolutely insane bitcoin:native price action right now!
1
9
376
I’m not sure who’s approving these extensions, but this is not right. Additional provisions need to be added to token warrants that protect and compensate investors in some way if this happens.
we're at that stage of the market huh? 0G to 0
2
6
852
As a founder, I believe you have to ask yourself a simple question: What does it actually mean to have exhausted every option?
at one point in tread’s life, we were down to 1 month of runway. i remember staring for hours at the company bank account on my couch not once did i think about quitting, i sat there trying to figure out how to get out of the hole and keep going there may be a day to call it quits, but the founder’s ability to grind everyday makes it a no brainer to keep going long term success comes from backing the right people, as a user or investor. choose wisely
1
5
557
Here are some theses I’m thinking through: 1. Onchain options: In addition to majors like BTC, ETH, SOL, HYPE and others, I believe the next catalyst will be tokenized stocks. Keeping an eye on ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be to potentially win this, and if a deployer comes onto Hyperliquid.
5
1
6
756
2. On-chain tokenized stock lending: For as long as anyone can remember, securities-backed lines of credit (SBLOCs) have had high minimums and been difficult for retail to access. Keeping an eye on ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 and ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 to potentially win this.
1
180
I’m writing more on the above. Would love input from anyone else diving deep into these topics.
1
63
Unfortunately, this is yet another blow to the Bitcoin ecosystem.
We are aware of a security incident on @Liquid_BTC. Purported white-hat hackers have withdrawn ~4,000 BTC (~$320 million) from the Liquid Federation wallet. The @Blockstream team is working on contacting them on-chain with a signed message. What we know so far is that the funds were withdrawn via the SideSwap PAK (Peg-out Authorization Key), but that key was not compromised, nor were any others. Exchanges have been notified and have already paused (or will pause) LBTC deposits and withdrawals. Other Liquid assets such as USDT, DePix, and RWAs are unaffected by this security incident. Bridge nodes have been temporarily disabled, so no new transactions can be submitted to the network. Effectively, the Liquid sidechain is paused until this issue is resolved. Liquid wallets will be impacted, and we're sorry for any inconvenience. Federation members are actively working on resolving this so we can restore normal network activity. You can monitor the situation via @mempool's liquid.network site below: mempool.space/address/bc1qdl…
3
6
1,067
For the first time in a long time, I’ve written a thesis on a token that’s already live and trading, with great potential that people are still underselling.
191
Fundamentally, I believe there are better on-chain investment opportunities versus venture right now. It simply doesn’t make sense to invest and wait one year for TGE, plus a one-year cliff and 24-month linear unlocks.
1
5
283
Where is the best place to borrow against zcash:native?
175