currently building stuff and vibing | AI + markets | ex- @MessariCrypto and @coinbase | built AI systems at @Collinsaero & @NASA
Matrix
Joined June 2025
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There’s a lot of buzz around decentralized AI, but most people still don’t know how it actually works.
Read the full @MessariCrypto report breaking down key players like @PluralisHQ, @NousResearch, @gensynai, and @PrimeIntellect here: messari.io/report/beyond-ope…
Clarity Act is probably not passing this year (or at all) after seeing this address.
A big part of today’s White House event felt like damage control. Trump pushes Congress to pass a “fair version” of Clarity then immediately name drops Hyperliquid and says the CFTC is working hard to bring it to the US in a fully compliant way.
Perps aren’t even covered by the Clarity Act. This is pure agency signaling while the actual bill is stuck on ethics fights and a dead calendar. Feels like classic PR to keep crypto people happy before the real outcome hits.
Still think hyperliquid:native will do great though. The CFTC path matters more than the bill at this point.
Everyone wants to buy the next Microsoft, Apple, Amazon, NVIDIA, Google, Meta, or Tesla IPO.
But people forget what those companies were actually valued at when they went public. Some examples:
Apple IPO’d in 1980 at ~$1.8B, or roughly ~$7–8B adjusted to 2026.
Microsoft IPO’d in 1986 at ~$777M, or roughly ~$2.3B adjusted.
Amazon IPO’d in 1997 at ~$438M, or roughly ~$900M–$1B adjusted.
Even after inflation, that is a completely different game than buying a potential SpaceX, OpenAI, or Anthropic IPO at hundreds of billions or $1T+.
At a $1.5T IPO, your $10K needs a 100x to become $1M. That implies a $150T company. For context, the top 10 public companies in the world today are worth roughly $30T combined.
I’m not saying these are not amazing companies. They obviously are. But price matters.
Great company does not mean great entry.
Sometimes the IPO is not your chance to get in early. It is everyone else’s chance to finally get out.
What $10,000 invested in these IPO’s is worth today:
Walmart: $489 million
Coca-Cola: $186 million McDonald's: $91 million
Home Depot: $85 million
Nvidia: $56 million
Microsoft: $42 million
Oracle: $41.7 million
Amazon: $35 million
Apple: $30 million
Cisco: $19.7 million
Disney: $17.3 million
Adobe: $14.6 million
AMD: $7.4 million
Netflix: $7.3 million
Costco: $6.3 million
FedEx: $5 million
Starbucks: $4 million
Tesla: $3.7 million
eBay: $3.6 million
Target: $3.4 million
Broadcom: $2.8 million
Nike: $2.4 million
Alphabet: $1.9 million
Mastercard: $1.3 million
Question to British people. Do you call @Zcash “zed cash” I know y’all pronounce the letter z different out there 🗿
A few weeks late, but I recently wrapped up my time at @MessariCrypto. It was the most transformative experience I’ve had in crypto. Messari is hands down the best place to work and learn everything about this space. Our alumni have gone on to retire from trading, build hedge funds, and join top projects as leaders. I’m really honored to have worked there and learned from such an incredible group of people. If you’re not following everyone at Messari for alpha idk what you’re doing on CT.
That being said I’ve since joined @coinbase, where I’ll be leading DEX research and monitoring and parts of CEX monitoring as well. Excited to take on such a new product and work with @zosegal, @tokenkiwidotcom, and @WillComyns (another cracked team of crypto natives).
If you have feedback, questions, or think there’s something that should be on Coinbase DEX but isn’t, my DMs are open 🟦
I’m feeling very very unstable rn. @usduc_coin enjoyoors please continue plaguing our feeds with instability.
When analyzing gold charts one key concept matters: inflation adjusted value.
During the Great Depression gold rallied from $393 → $824 (inflation adjusted) before falling to $298 by 1970 as the post WW2 economy stabilized before going on another massive rally.
Although I am a huge advocate for gold it is important to understand that even gold is not “up only”. It has drawdowns and cycles.
Right now we are in neither a clear bull nor bear market.
If global macro improves, gold may correct as FOMO fades.
If macro worsens, the rally could continue until it eventually crashes. Watch things very closely.
Weimar Republic vibes as Sydney's queue to buy gold extends Tuesday and Wednesday, metal hit another record high $4186 Weds thenightly.com.au/business/f…
mohamed allam retweeted
I’m turning 41, but I don’t feel like celebrating.
Our generation is running out of time to save the free Internet built for us by our fathers.
What was once the promise of the free exchange of information is being turned into the ultimate tool of control.
Once-free countries are introducing dystopian measures such as digital IDs (UK), online age checks (Australia), and mass scanning of private messages (EU).
Germany is persecuting anyone who dares to criticize officials on the Internet. The UK is imprisoning thousands for their tweets. France is criminally investigating tech leaders who defend freedom and privacy.
A dark, dystopian world is approaching fast — while we’re asleep. Our generation risks going down in history as the last one that had freedoms — and allowed them to be taken away.
We’ve been fed a lie.
We’ve been made to believe that the greatest fight of our generation is to destroy everything our forefathers left us: tradition, privacy, sovereignty, the free market, and free speech.
By betraying the legacy of our ancestors, we’ve set ourselves on a path toward self-destruction — moral, intellectual, economic, and ultimately biological.
So no, I’m not going to celebrate today. I’m running out of time. WE are running out of time.
mohamed allam retweeted
CZ going on @notthreadguy is the Elon on SNL moment for the BNB trenches.
Risks:
• Regulatory gray zone: lawsuits calling it an “unlicensed casino.”
• Reputation: 98% of tokens are low quality or abandoned.
• Competition: new launchpads copy fast.
• Dependence on Solana uptime.
Still — pump.fun has liquidity, culture, and timing on its side.
Whether you love it or hate it, you definitely cannot ignore @pumpdotfun.
Read the full Messari Enterprise Report here: messari.io/report/pump-fun-r…
