Partner at @RockawayX | Previously data science and financial services
stuck in mempool
Joined October 2021
- Tweets1.1K
- Following4.7K
- Followers5.5K
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Axi◎m retweeted
look the foundational problem with ethereum protocol design is that most of the people designing the protocol don't actually use ethereum themselves. you can't fix the right things if you don't use your own fucking product. you don't have enough skin in the game if you don't personally depend on the system you're designing & stand to lose money when it breaks. i understand, everything looks great from an ivory tower lol. things look very different when you're actually on the ground dealing with the consequences. if you don't use ethereum yourself but still think you're qualified to design its protocol, you're playing god with a system you don't have to live with and whose consequences you don't have to suffer.
Axi◎m retweeted
Not your everyday crypto convo on this week's episode w/ @ryanconnor
He has some of the best views across all aspects of the market
We cover everything from esoteric RWA markets to crypto x AI to memes
BTC tests $88K on $2.4B in ETF inflows as the market defies macro headwinds.
@RockawaysX @Ryanconnor joins to discuss esoteric onchain RWAs, where crypto and AI actually intersect, and the shifting crypto investment landscape.
We also break down @vitalikbuterin updated vision for Ethereum and why AI agents might trigger a bank run.
Galaxy Grid is live now👇
Axi◎m retweeted
Today we are launching Catapult: an evergreen accelerator for scaling RWAs onchain.
RockawayX is partnering with founders to tokenize differentiated, high-yielding assets, then backing them with design, anchor TVL, liquidity support, DeFi integrations, and a mentorship program of the industry’s best. 🧵
Axi◎m retweeted
I find it very interesting that despite the overwhelming adoption of EVM by major fintechs/CEXs via their Earn programs and their own L2s (Coinbase, Robinhood, Kraken, etc) and Solana not having a similar major distribution channel/frontend with a large customer base, Solana’s market share for stablecoin lending deposits has been in a multi-year uptrend against the combined Ethereum + L2 universe.
What happens to this chart when Solana finds its anchor fintech/TradFi partner in the US? 📈
Axi◎m retweeted
Over $60,000,000 of inflows into the Bitwise Solana Staking ETF $BSOL in the last two days.
Now over $1,200,000,000 of AUM, ATH.
It's looking like Solana will be this cycle's Solana.
Axi◎m retweeted
Two Prime is going onchain. 🧵
Today we launched the Axiom WBTC Yield Vault, our first onchain product. Deposit WBTC, earn yield paid in bitcoin, generated by lending to vetted institutions.
Built with @paretocredit, @ICE_Markets Digital Trust, @CopperHQ, and @Morpho.
businesswire.com/news/home/2…
Axi◎m retweeted
Acctual is joining Altitude to bring invoicing into the global operating account, alongside a deeper bill pay experience.
We’re bringing more of how businesses get paid, pay bills, move money, and run finance into one connected system.
Invoicing, now in your Altitude account.
Axi◎m retweeted
There’s a massive gap in onchain markets today
the world’s unanimous 2nd money - the euro - is lagging its offchain market share
We’re watching the necessary infra come online *today* that will dramatically accelerate EUR-denominated defi & close that gap
Across measures of currency activity and demand, USD usage is approximately three times that of the euro.
But onchain, that ratio explodes past 300-to-1.
That's why @ryanconnor calls the euro the biggest opportunity in stablecoins today -
"The euro presents one of the largest opportunity sets in DeFi since the pre-Covid era.
As MiCA-compliant issuance scales and native euro-denominated collateral, credit and vault rails come online, the 300-to-1 EUR/USD imbalance should compress rapidly.
We expect the next 12 to 24 months to be defined by a race to build liquidity, distribution and composable EUR primitives."
Axi◎m retweeted
We're thrilled to welcome @AustinBarack as CIO of the new RockawayX Liquid Opportunities Fund.
@bart_hillerich spoke with him about the @RelayerCapital acquisition, what it's like running a crypto hedge fund, and where he sees opportunities in the market today.
Timestamps:
0:00 Intro & Austin's background
1:17 Why RockawayX
3:18 The value of deep engineering insights in crypto
6:23 Austin's daily routine & market monitoring
9:23 Market sentiment & bull market signals
15:22 What's different about this bull
18:50 Emerging opportunities in tokens & ecosystems
21:51 The evolving landscape of crypto exchanges & competition
23:11 Austin's trading setup
xitter.cf/RockawayX/status/20926…
Axi◎m retweeted
Solana is where founders go to make money. & here's the data.
Solana has led all blockchains in app revenue in 25 of the last 27 months
It hasn't ranked below #2 in the 32 months since Jan 2024... no other chain can say this.
Absolute dominance.
Axi◎m retweeted
Solana startups are generating 50% of all onchain revenue in a bear
What happens in a bull?
There is a nonzero chance the next cycle is even more explosive for solana startups than the last
Axi◎m retweeted
While everyone was hating on PumpFun and calling their revenue fake, they took that exact so-called fake revenue and bought back their own token at the very lows for 6 straight months.
The coolest comeback would be if they ran $PUMP back to new ATHs, ending up on one of the fattest buyback treasuries in crypto history worth close to a billion, purely because they believed in themselves when nobody else did.
So far they're only 4% away from flipping positive on it.
Never bet against people who put their money where their mouth is.
Axi◎m retweeted
Introducing the BOB Inner Circle.
A small, carefully selected group with a direct line to the BOB product team, shaping what gets built next. Real input, real rewards.
Fewer than 150 VIP spots. Applications are open now.
vip.gobob.xyz
More about the program in the thread 🧵
Axi◎m retweeted
BREAKING: @anza_xyz Head of Research @TheWattenhofer and his co-authors have received the 2026 Dijkstra Prize in Distributed Computing for their 2011 paper “Distributed Verification and Hardness of Distributed Approximation.”
