Modest Capital @CapitalModest
Deploy Wisely Joined April 2020-
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The MEV Letter #0 July 10, 2023 A weekly collection of papers, articles and resources related to MEV.
forget ur ath, forget ur old trading size, adjust to the current situation and conditions most ppl (incl old me) blow up because they get used to trading a certain size, and then as they take losses it necessarily increases their leverage if you take ur levg balance and ape it…
forget ur ath, forget ur old trading size, adjust to the current situation and conditions most ppl (incl old me) blow up because they get used to trading a certain size, and then as they take losses it necessarily increases their leverage if you take ur levg balance and ape it…
The future holds a million stablecoins. Today's infra isn't ready. Introducing Orbital, an automated market maker for pools of 2, 3, or 10,000 stablecoins. Orbital unlocks capital efficiency by bringing concentrated liquidity to higher dimensions. w/ @danrobinson @ciamac 1/8
Circle IPO pricing at $6bn+ range is likely to rerate $MKR/SKY, which trades at 25% the FDV despite: Circle/$SKY same net income, $SKY has $250K of buybacks per day vs. Circle at 0 , $SKY has $250K of dividends per day to $SKY stakers (25% APY) vs. Circle at 0, and faster…
Circle IPO pricing at $6bn+ range is likely to rerate $MKR/SKY, which trades at 25% the FDV despite: Circle/$SKY same net income, $SKY has $250K of buybacks per day vs. Circle at 0 , $SKY has $250K of dividends per day to $SKY stakers (25% APY) vs. Circle at 0, and faster…
been using a variety of AI tools in my workflow (chatgpt, perpelxity, granola, whispr flow, canva ai) and haven't felt the need to hire for specific roles for example haven't felt the need to have analysts when I can leverage deep research Recently started using Cava's AI…
The Stablecoin Revolution is here. Stablecoins will onboard trillions into the crypto markets. Projects capitalizing on this growth will be kingmaker plays. This is my most comprehensive guide on capturing the upside of this secular trend. 🧵⬇️
3 Strategies that will boost your USDC earnings. Passive 20% / 180% APY, with a full breakdown of earnings. Lend $100, Borrow $500. Let me show you: 🧵
social media feeds becoming downstream of meme price discovery: when i ask onchain traders how they find alpha, the #1 response is tracking profitable wallets. in parallel, KOLs and influencers play a bigger role in price discovery across all markets than ever before..
This is a really good thread and supports something I’ve been saying privately. The stakes in the capital markets are so high right now and it all boils down to the nvidia bulls vs nvidia bears. Both will try to shape the DeepSeek AI conversation beyond a reasonable amount to…
Here were the most common answers I saw for people's favorite crypto newsletters: @Decentralisedco Decentralised @MilkRoadDaily Milk Road @Shoalresearch Shoal Research @0xResearch 0xResearch @rektmando Mando Minutes @wizardofsoho Weekly Wizdom @joemccann Asymmetric Market…
Here were the most common answers I saw for people's favorite crypto newsletters: @Decentralisedco Decentralised @MilkRoadDaily Milk Road @Shoalresearch Shoal Research @0xResearch 0xResearch @rektmando Mando Minutes @wizardofsoho Weekly Wizdom @joemccann Asymmetric Market…
@mdudas @krakenfx Same, 25k ETH Amazing conversation with Mark from .@CoinbaseSupport
Usual Money update: - team (adli.eth) started facilitating liquidations to prevent any bad debt - normal liquidations cant happen coz its unprofitable for the liquidator as long usd0++ market rate is below 0.975 (PT hardcoded market) and 0.955 (usd0++ hardcoded market) - team…
One of my goals over the last couple weeks has been to identify which crypto ai frameworks have legitimate chances of success within crypto and outside of crypto. I've primarily used two metrics to gauge how likely a project is to find traction: code quality and "usefulness". -…
IN MY OPINION, The best RWA airdrops will be, chronologically: 1. @ethena_labs (Past, Huge) 2. @usualmoney (Past, Huge) 3. @ResolvLabs (Upcoming) 4. @__reservoir (Upcoming)
How to think of Eth (the asset) a Manifesto: Eth is *the* permissionless money. What is permissionless money? Money that can move trustlessly through an on-chain economy. USDC/T have trust assumptions (they can freeze anytime). Before I make the case to you why permissionless…
(1/7) We tried to scale our company too fast and fell flat on our faces. We recognized these mistakes and underwent a year-long “refounding,” changing our culture and operating model. It was tough, but we’ve become stronger and can serve our clients medium.com/@samir_84528/r……
Work life balance in early stage startups is a fallacy. You have to work *really* hard to win. People who disagree with this tweet just shouldn’t work at an early startup.
Work life balance in early stage startups is a fallacy. You have to work *really* hard to win. People who disagree with this tweet just shouldn’t work at an early startup.
amazing medieval words you should definitely add to your vocabulary, a thread:
today we launched ChatGPT. try talking with it here: chat.openai.com

VirginiaAdams @6R4h6DvpToBF57Q
0 Followers 84 Following
BelindaBrowning @cbRWA2ntZd551W
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Qirsa @Qirsa801439
0 Followers 179 Following
KayPigou @YE60xqoJVj0pj0
0 Followers 337 Following
TomGunn ⬇️ crypto @TommyGunn6996
945 Followers 2K Following Project Manager & Community Manager 🤖 Keeping the chaos organized and the vibes high 🔥 $ETH
Daisy Barnes @5782zLBpp0CtB1
0 Followers 165 Following Over 30% monthly potential | 2 high-confidence US stock picks. Join free for real-time entries/exits and risk levels. @Westcsrant
RobertaBlume @8ad7lVrZGWbwTM
4 Followers 362 Following
MildredCarmen @RTEtzL59E6Lh5m1
14 Followers 745 Following I’m too busy working on my own grass to notice if yours is greener.
SharonFielding @w5c72Hb4Ab56S
1 Followers 367 Following
Joel…Cohen @joelmcorhen
154 Followers 3K Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/tiyhMjDoRY)
NasdaqWhispers🇺�... @Puiornear69302
26 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ThainajaaEth @thainajaa
3K Followers 3K Following Discord mod & community wrangler 🤖 Keeping the chaos organized and the vibes high 🔥 Web3, NFTs, and crypto enthusiast 💎
Gaarxe @Gaarxe688
7 Followers 1K Following
FintechStocks🇺🇸 @Yfeeeaqir352
34 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Utifwaw @Utifwaw210473
24 Followers 2K Following
Retrieve wallet @Kluipu796
45 Followers 924 Following
BiotechCatalyst🇺�... @Hieara1617073
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
100XPRIVATE @grindto100X
53 Followers 2K Following Former Bybit #1 | Former Kucoin | Former Binance Top 10 | Former BingX #1 | Building 100X fund | $XRP veteran ~ $SUI maxi ~ Shorted 2021 ATH | Longed 16k
Golden Koss @GoldenKoss71740
107 Followers 2K Following
100X @reallifeof100x
619 Followers 4K Following Former Bybit #1 | Former Kucoin #1 | Former Binance Top 10 | Former BingX #1 | Building 100X fund | $XRP veteran ~ $SUI maxi Shorted 2021 ATH | Longed 16K
Fedeart @Fedeart1Vo
72 Followers 3K Following
AliceNewsGMN @bennas243970
48 Followers 552 Following 👾 I am a representative of a unique NFT project. 📰 I represent Nexters Global and focus on news in the fields of NFTs, blockchain, and gaming. Bridging ar
Ali Tehrani @AliTehrani21
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عبدالله لشک... @BdallhZ4825
24 Followers 729 Following
Alireza Yazdanmehr @AlirezaYazazdan
8 Followers 159 Following
Marcus100x (💲REKT)... @bullrunmarcus
10K Followers 3K Following Chronically onchain $HYPE $ETH but all roads lead to $BTC dm for any KOL ROUNDS - always liquid (investor) Promised to eat my own shit if $LINK reaches $1000
مارتینی @BaSadHezar
51 Followers 907 Following من گنگ خواب دیده و عالم تمام کر، من عاجزم ز گفتن و خلق از شنیدنش.
brono lazar @bronolazar8
113 Followers 1K Following Product Designer | Front_End Developer | Crafting Exceptional UX 🚀
Jamal Naser @habibi_org1
72 Followers 552 Following
Xlawyer @X_lawyerr
0 Followers 96 Following
soh3il @soh3il
27K Followers 2K Following Celebrating humanity 🙌 CPO https://t.co/mcrzde9zow Podcast #طبقه۱۶ → https://t.co/8mfTeDzwyv
Neyshi @Neyshi265918
14 Followers 1K Following
Seauteigh @seauteigh28293
68 Followers 3K Following
La__rdon @RdonLa75137
17 Followers 1K Following
Make money easily @6i5iB3G4fP013
11 Followers 581 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
ultrapara @ultrapara
8K Followers 6K Following
Canon @Canon914402
29 Followers 48 Following
Markus Reisner 🛸 @markus_buzz
75 Followers 910 Following
Wan Ng @wanyingn9
110 Followers 1K Following
Rasmus F.A. Lindman @frans__arthur
2K Followers 2K Following Rational force of nature in search of transcendence through the power of techno-capital machinery — Software engineering & human interface design
Sendit⚡ @senditfun
583 Followers 1 Following Earn, borrow against & long any Solana token. https://t.co/LDUfLz8K5q
AguilaTrades @AguilaTrades
43K Followers 2 Following 2013 Veteran Swing Trader - 10 years Incognito - Time moves in candles... not in minutes.
lincoln.base.eth @MurrLincoln
9K Followers 1K Following Product & onchain AI @CoinbaseDev | Ethereum Protocol Fellowship Researcher | Founder @VandyBlockchain | @tldrnewsletter crypto curator
kevin @kleffew94
5K Followers 3K Following distributed systems, onchain finance, models, and agents | gtm @coinbasedev | prev @replit |
Wayfinder Foundation @AIWayfinder
140K Followers 442 Following A collection of AI agents that can seamlessly transact across multiple chains, execute smart contract functions, and complete algorithmic trades - all onchain.
Rova @rovadotxyz
8K Followers 0 Following Champion startups you love & get rewarded for helping them become the next unicorn. Join the waitlist now: https://t.co/EB0XWAgxcs | tg: https://t.co/KP67p3tiTb
CX-Chain🔺 @CxChainOfficial
6K Followers 125 Following L1 on @avax. The future’s largest risk-taking platform on the blockchain. Democratizing liquidity for on-chain gaming.🔺 Discord: https://t.co/g25EW5neOO
definikola @definikola
4K Followers 1K Following DeFi research and risk management at @BlockAnalitica (fka MakerDAO risk team). prev: @DeFiSaver. Writing about the latest developments in DeFi.
ciamac moallemi @ciamac
3K Followers 2K Following professor @Columbia_Biz / research @paradigm @uniswap / stochastic control, quantitative finance, market microstructure, blockchain
Hyperliquid @HyperliquidX
315K Followers 7 Following The blockchain to house all finance. Trade, build apps, and launch tokens on the same hyper-performant chain. X by Hyper Foundation
MLM @mlmabc
23K Followers 604 Following
pow🧲 @traderpow
153K Followers 659 Following Filthiest degen of all time; narrative degen shitcoin trader, & jpegs collector (I lose a lot NFA). @powsdegencamp| @TroupeFTM| @solBOOGLE Horny convictioner.
100X @lifeof100x
65K Followers 394 Following Former Bybit #1 | Former Kucoin #1 | Former Binance Top 10 | Former BingX #1 | Building 100X fund | $XRP veteran ~ $SUI maxi ~ Shorted 2021 ATH | Longed 16K
Unipcs (aka 'Bonk Guy... @theunipcs
214K Followers 1K Following If the Lord will, we shall live, and do this, or that. - James 4:15
Jwynn.eth @JamesWynnReal
411K Followers 95 Following Meme Coin Billionaire - 1st person to do a public $1.14BN LONG on $BTC, *ON CHAIN*. Called $PEPE at 600k mc (20,000x). My free TG 👉 https://t.co/O9unATt74Q
ManusAI @ManusAI_HQ
204K Followers 25 Following Manus is the general AI agent that bridges minds and actions: it doesn't just think, it delivers results. Download our app: https://t.co/XSfjRhjdgo
elonahcooreyh @elonahcooreyh
285K Followers 57 Following
Palmer Luckey @PalmerLuckey
421K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of @ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
Cold @cold_xyz
46K Followers 417 Following if you're reading this you're exit liquidity͏ ͏@rainbetcom
The White House @WhiteHouse
2.5M Followers 6 Following The Golden Age of America Begins Right Now. 📱 Text USA to 45470 to receive alerts.
kevin @whoiskevin
10K Followers 3K Following resident pikachu @0xoogabooga, wizard @whynothigher https://t.co/lovtlayeZD
BurstingBagel 🥯 @burstingbagel
12K Followers 4K Following Delusional crypto optimist | Occasional long form content
Arnaud Bertrand @RnaudBertrand
345K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
billzh @thebillzh
20K Followers 492 Following crypto social on Solana @tribedotrun (@AllianceDAO ALL13)
Tribe.run @tribedotrun
24K Followers 2 Following Crypto social on Solana. Available on iOS and Android
Free_Ross @Free_Ross
66K Followers 7K Following In prison since 2013, Ross Ulbricht (@RealRossU) was granted a full pardon by President Trump on 1/21/2025. Email [email protected] for inquiries.
threadguy @notthreadguy
334K Followers 16K Following part time streamer building @counterpartytv | @monad @phantom
Euphoria @Euphoria_fi
23K Followers 5 Following Launching Tap Trading: One Tap Could Change Everything ✨ Discord: https://t.co/8Y19fV2gMd | Telegram: https://t.co/uOgT7R4ROk