What's yours won't pass you by
US
Joined June 2014
- Tweets130
- Following82
- Followers482
- Likes247
Pinned Tweet
The current stage of Web3 needs not more investment, but better quality selection
Today, capital shapes the market far more than technology does
Whatever gets funding, attention, and liquidity becomes the industry standard
That’s why the responsibility of funds is not just to chase growth, but to set the bar
We see the key risk in Web3 right now not as a lack of ideas, but as an oversupply of weak solutions being scaled too early
Products without sustainable economics
Infrastructure without real demand
Decentralization without necessity
Strong projects don’t start with a token or with marketing
They start with a clear understanding of the problem, thoughtful long-term architecture, and the ability to survive adverse cycles
It’s exactly those teams and those approaches that matter in the long run
The market will cleanse itself
The question is not whether it will happen, but who will pass through the filter
We are betting on deliberate selection and long-term resilience, not on speed and noise
Rayn retweeted
🇺🇸 ETF FLOWS: BTC and ETH spot ETFs saw net inflows on Aug. 7, while SOL and XRP were flat.
BTC: +$101.7M
ETH: +$49.6M
SOL: $0
XRP: $0
Rayn retweeted
🇺🇸 TODAY: The SEC establishes a new specialized unit within its Division of Enforcement dedicated to pursuing accounting and financial reporting fraud cases.
Rayn retweeted
Bitcoin closed July $62,818
200-week moving average $63k
Realized price $52k (still decreasing)
Monthly RSI 43 (still < 50)
It looks like bitcoin has started the bottoming process. This normally takes 1-3 months and BTC would drop lower during this phase (below realized). DYOR.
Rayn retweeted
We're shipping faster than ever before, with greater quality, and greater token efficiency.
AI is both helping us update the financial system and helping us build financial infrastructure for AI agents!
Rayn retweeted
Global bitcoin ownership estimates ~365M people, or 4-5% of world population.
Market capitalization relative to gold (~$1.28T vs ~28T) also points to roughly 4-5% bitcoin adoption.
In logistic (S-curve) terms 4-5% BTC adoption is in the region where % growth rates remain high.
Rayn retweeted
🔥 UPDATE: Strategy CEO Phong Le says Strategy’s capital structure is designed to keep $MSTR resilient through every phase of the Bitcoin cycle.
Rayn retweeted
LATEST: 📊 Ethereum staking hit a record 40.2M ETH (33% of the supply) in Q2 2026 driven by institutional inflows, while staking yield fell to 2.84%, per Bitwise.
Rayn retweeted
Bitcoin’s security is a shared responsibility.
Today we are launching the Bitcoin Security Consortium, backed by $15 million in commitments to support the developers and researchers strengthening Bitcoin for the decades ahead. strategy.com/press/leading-f…
Rayn retweeted
LATEST: 🇯🇵 JCB, Japan's largest card network, has signed an MOU with Circle to explore stablecoin payments for its 40 million merchants.
Rayn retweeted
⚡️ INSIGHT: Surging volume on Robinhood Chain renews optimism about Ethereum, even among critics. Trader loses $1M due to a phishy token approval, and more news.
Hodler's Digest via Cointelegraph Magazine
Rayn retweeted
Sad state of affairs when most mainstream media journalists can’t be trusted to tell the truth at this point.
As a founder, you have to hunt to find the good ones and spend more of your time going direct or with new media, bypassing them entirely.
Many traditional media companies got disrupted by tech, and therefore came to hate tech. So they have a conflict of interest in all tech reporting, even if they don’t disclose it. Others are mainly political propaganda organizations at this point (Marxist etc) and try to label it journalism to prey on ignorant people.
Actual journalism is important and even heroic at times (war zones etc), it just isn’t practiced very often by traditional media companies any more, which is a shame and why we need new media companies.
I gave WIRED the exclusive on our hands launch, and they wrote a really weird article about how we are sexualizing robotics…
wired.com/story/the-1x-neo-r…
I felt pretty betrayed because that’s not what they told me they were writing about not is that what I’ve ever been about… actually I stand for quite the opposite… But I’ve come to find a lot of dishonesty and malice in the journalism community so I wasn’t surprised.
This is what I sent the author… I’m only sharing this because I hope it encourages journalists to resist the click bait trap and tell truly awesome stories because I for one don’t believe journalism is dead— I think it’s just starting and just needs to evolve past the weird corner of the internet where data driven optimization turns everything into smooth brained shocking brain rot bullshit.
The technological revolution we are going through should inspire a journalism renaissance. Not let it fall into further decay. There is so much brilliance at play in the world and the stories should be told!
My note:
“[author name redacted], it was nice talking to you, but I wanted to let you know that I didn’t enjoy your article at all.
I understand the need to be inflammatory because that seems to be the only thing that gets clicks these days but that doesnt mean you shouldn’t recognize when something special is in front of you.
I trusted our PR team in saying we should offer you the exclusive on what is one of the most important technological developments in the history of Mankind and I deeply regret it.
Good luck with the rest of your writing career.
-Dar Sleeper”
Rayn retweeted
JUST IN: 🇭🇰 Hong Kong Public company Boyaa Interactive buys 108 BTC for its treasury
This brings their total to 4,201 bitcoin 🚀
Rayn retweeted
The US Constitution was the most important political innovation ever, but it's missing two important things:
1) A cap on the growth of government spending
2) A requirement for hard-backed currency
Without them, every democracy drifts toward more debt and eventual loss of reserve currency status (see The Changing World Order). The US is $39T in debt, and adding $1T roughly every 100 days, with interest payments now exceeding the defense budget. There is no mechanism to stop it.
Politicians get elected by promising free stuff using other people's money. Some voters get a benefit today, while the negative impact of the spending goes to future generations who can't vote yet. The incentive structure is broken.
What fixes it? A new constitution somewhere on the frontier (Mars, special economic zones, cyberspace), an amendment that aligns incentives in the current system (politically challenging), or hyper economic growth (AI + robotics + crypto) to outpace inflation.
Rayn retweeted
Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC strategy.com/press/strategy-…
Rayn retweeted
Rich Dad Poor Dad author Robert Kiyosaki says $ETH could hit $95,000 by mid-2027.
That is a 60x jump from the current price.
Rayn retweeted
🐋 LATEST: Santiment reports wallets holding 10–10,000 BTC have sold 45,074 Bitcoin over the past 8 days as $BTC fell below $60,000 for the first time since October 2024.
Rayn retweeted
🔥 TODAY: Cathie Wood’s Ark Invest bought 210,121 shares of SpaceX $SPCX stocks worth $32.5M across its ETFs.
Rayn retweeted
🇺🇸 UPDATE: Fed Chair Kevin Warsh is scheduled to deliver his first Congressional testimony on monetary policy on July 14 before the House Financial Services Committee.
