Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.

USA
Joined April 2022
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. 🧵
5
9
4
82
5,373
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
It is hilarious that super intelligence costs the same as Netflix
123
315
43
6,083
116,691
Golden age of capitalism
SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.
2
8
679
I was asked what my hottest take in tech is: AAPL falls 75% over the next 3-5 years
7
1
31
5,929
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
PHP changes are live. Start patching. php.net/archive/2026.php#202… Huge thanks to coordinated work by @ThePHPF!
PHP sites behind Cloudflare already have an initial set of WAF rules deployed for the known exploit vectors in these vulnerabilities. The rules are available to all customers, including free. We are seeing early attacks emerging and are updating mitigations as new vectors show up. This is a STOPGAP only. Patch as soon as @ThePHPF releases the update at 14:00 UTC today.
33
247
26
1,233
119,773
Golden age of capitalism
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
1
1
7
692
Same feeling
Been obsessed with the stock market since I was a teenager. Have traded through the dotcom bubble, the financial crisis and just about every market mania since. But I’ve never seen anything like the skepticism surrounding AI. Not even close. Every time one bubble narrative falls apart a new one takes its place. Rumors become headlines. Misleading data goes viral. Claims that could be debunked with 5 minutes of research get repeated by major media outlets, influential investors and Wall Street analysts. It’s relentless and honestly pretty fascinating to watch. Of course there will be spectacular failures and massive wealth destruction along the way. That’s what happens during technological revolutions. But I’ve never witnessed this much effort to convince the world that something so transformative is actually one giant speculative bubble destined to take the entire economy down with it. I understand why AI scares people. What I find harder to understand is why so many investors seem to be rooting for it to fail.
3
505
Politicians think you are this stupid
You can't make this up: @EmmanuelMacron claims scenes of riots in France are AI-generated 🤯
6
553
Why the AI boom will continue, in one chart
1
1
10
608
Elon selling compute at spot only bc "the value of compute per watt over time will increase not decrease"
10
716
We are headed into the end of hurricane season Every day hurricane risk for looped ONyc positions is decreasing
An additional $8.5M in liquidity has been added to the ONyc/USDC Multiply Vault. More capacity to multiply your ONyc and earn up to 18.67% APY. First come, first earn.
2
1
9
574
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
Perps RFQ is now live on HyperCore. Request a quote, accept it, and the trade prints on the @HyperliquidX order book. - BTC and HYPE to start, HIP-3 markets next - Up to $100k per quote, higher caps coming Which market should we add? UX feedback welcome too. Size finds size. 🖤
49
41
21
262
51,760
My kid, already buying SPCX weekly
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
3
9
651
Is this a moat?
just got the weekly status report from the team
1
2
575
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
Banning superintelligence means banning the books that train it, according to Alex.
2
5
5
41
11,217
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
The idea that poverty is man-made rather than the default starting point is one the dumbest and most dangerous misconceptions in economics, politics and life.
111
846
37
9,091
98,202
🔥🔥🔥
Anthropic pre-IPO perpetuals are now live on Phoenix. Go long or short ANTHROPIC at up to 6x leverage. phoenix.trade/try/anthropic
2
4
395
OK so we are bearish Coreweave because they have to finance a revenue backlog.
CRWV has 2-3x net interest coverage, 50% EBITDA margins, and will likely >3x revenue by 2028. This does not worry me. What am I missing? Feels like the market is selling first and asking questions later.
1
7
593