
fungible token connoisseur | admirer of @bottoproject | 🍺🍔🥃 |
Joined March 2012
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every green candle day brings out "banks/institutions are coming"
they're already here
just via elaborate structures without owning the assets directly
The new "Community Adjusted EBITDA"
I didn't realize paying for opex that helped generate the revenue is considered "reinvesting" in the business
Well played Circle
September Core CPI inflation rises to 2.6% puts an October hike back on the table after a soft jobs report earlier this month
Buckle up!
twoum retweeted
Nvidia CEO Jensen Huang on AI model distillation:
“That’s called competition. You’re allowed to test somebody else’s products all you want.”
This could lead to financial instability but in reality how many ppl are actively connecting their finances to AI?
I think this would actually lead to higher rates in DeFi as "dumb money" would finally stop lending idle stables in DeFi at below Treasury rates
twoum retweeted
SPEAKER ANNOUNCEMENT: Thomas Wu, Chief Financial Officer at @hodlwithLedn, will speak at Crypto Finance Forum New York.
Ledn provides Bitcoin-backed lending, allowing clients to access liquidity against their Bitcoin without selling it. In 2025, the company originated $1.4 billion in loans as demand for Bitcoin-secured credit continued to grow.
Earlier this year, Ledn brought that loan book into the traditional capital markets, closing a $188 million securitization backed by its portfolio of Bitcoin-backed consumer loans. S&P assigned an investment-grade BBB- rating to the senior notes – its first-ever rating of a structured finance transaction backed by Bitcoin. The deal was more than twice oversubscribed, demonstrating institutional demand for exposure to Bitcoin-backed lending.
Thomas will join our Finance Leaders’ Outlook panel, sharing his perspective on what it takes to bring a digital asset business into institutional capital markets – from risk management and financial controls to the reporting and infrastructure required as crypto-native businesses scale.
📅 22 September (09:00–17:40)
📍 Tribeca360, 10 Desbrosses Street, New York, NY 10013
🔗 Secure your spot: cryptofinanceforum.nyc/
So print more money. Got it.
JUST IN: 🇺🇸 Treasury Secretary Bessent says US debt buybacks may exceed the previously announced $4 billion.
Tokenized gold announcement on the day of the Knicks parade.
Coincidence?
Tether's XAUT gold token added to Ledn lending platform theblock.co/post/405168/teth…
he lost me at the lunar economy 👀
SpaceX was founded to make life multiplanetary. We’ve been able to expand that mission with our Starlink constellation and AI solution
Learn more → spacexipo.com
for a split second I thought Batman was sponsoring a F1 team
Bruce Wayne does have the money...
GUCCI RACING
The House enters Formula One, becoming title partner of the Alpine Formula One Team from 2027, and introduces Gucci Racing—a new business and experiential platform at the intersection of luxury and sport.
#GucciRacing @AlpineF1Team
twoum retweeted
best accounts to follow from each frontier lab to stay constantly up to date
Anthropic
@karpathy - must-follow account for AI; recently joined Anthropic
@bcherny - Claude Code creator, always shares great tips
@trq212 - also a Claude Code developer; writes amazing articles on CC
OpenAI
@polynoamial - works on reasoning research, shares a lot of technical details
@gabriel1 - Sora developer, great career path
@jxnlco - works on dev experience, shares a lot about Codex
Google AI
@OfficialLoganK - all the major Google Gemini and AI Studio updates
@ammaar - product and design; shares great things about vibe-coding in Google AI Studio
@fofrAI - cool use cases for generative models
Cursor
@leerob - the loudest voice behind Cursor updates
@ericzakariasson - shares great insights on using Cursor
@mntruell - Cursor’s CEO; major releases and usage updates
xAI
@milichab - recently joined xAI, shares updates on Grok
@skcd42 - also covers major Grok releases
@elonmusk - Elon does a great job reposting and hyping all xAI products
who else did I miss?
nice. exit liquidity is here






















