Ray @Ray_L1D
Co-founder, CEO/CIO @L1D_xyz. Opinions are my own, not investment advice. L1D.com Joined August 2012-
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Crypto listings are onboarding TradFi HFs across strategies in a gradual way: 1. Multistrats via CME/ETF basis. 2. L/S equity: Pre-IPO in business models they get. The Figure IPO’s currently drawing big interest from hedge funds; familiar business model, low correlation to…
Talked JVs & mergers with a founder, tread carefully! Teaming up is tempting, but culture clashes, control battles, and talent turnover can kill your startup and vision. Stats show that most are not accretive. If you insist on taking the risk just double-down on a clear…
Was recently asked how to categorize a liquid fund's strategy for BD purposes. My take: The space lacks enough quality for allocators to just diversify across strategies. Advice: Highlight the manager's experience and sustainable edge. Reality: Allocators, like the funds, must…
Blockworks events are going super turbo in 2026 I need someone to lock in with me in a unique role If the below sounds like you, please apply below or DM: -Chronically online content junkie -Knows crypto inside and out -Wants to get to know EVERYONE in the industry -Solid…
The process for Solana's most significant upgrade yet has begun! Check out the latest updates and ask your questions below:
The process for Solana's most significant upgrade yet has begun! Check out the latest updates and ask your questions below:
The behavioural patterns around DATs are fascinating. The boom is a stress test, with everyone subtly showing their cards. This intel is gold for assessing GPs and founders before investing.
Crypto VC reporting quality must reach a new standard. A seasoned PE secondary GP was asked to bid on a portfolio of 15 crypto VC funds but declined, stating, "the reporting is rudimentary and useless to me." We need to do better. Higher-quality reporting will attract…
High integrity teams that ship relentlessly in crypto are scarce. @SquadsProtocol is one of them.
High integrity teams that ship relentlessly in crypto are scarce. @SquadsProtocol is one of them.
If one of the main value props of DATs is access to on-chain yields, I suspect they would want to lock in a significant portion of their yield stream to ensure the stability and quality of their earnings. This is just a thought though, I'm heavily biased as L1D is invested in…
If one of the main value props of DATs is access to on-chain yields, I suspect they would want to lock in a significant portion of their yield stream to ensure the stability and quality of their earnings. This is just a thought though, I'm heavily biased as L1D is invested in…
Very biased here (started my career trading rates and L1D is invested in Pendle) but I am big @boros_fi fan. Looking forward to leverage cap being lifted, more assets, maturities and ability to cross-margin across vaults. RV rates in crypto is what I am personally after.
Very biased here (started my career trading rates and L1D is invested in Pendle) but I am big @boros_fi fan. Looking forward to leverage cap being lifted, more assets, maturities and ability to cross-margin across vaults. RV rates in crypto is what I am personally after.
I had the incredible privilege of getting to know Peter Thiel and investing in one of his funds (Clarium). He’s hands-down the best investor I’ve ever met, and here’s why: 1. Unmatched Edge Across Disciplines: Peter’s ability to lead in multiple fields is rare. He’s well-known…
I had the incredible privilege of getting to know Peter Thiel and investing in one of his funds (Clarium). He’s hands-down the best investor I’ve ever met, and here’s why: 1. Unmatched Edge Across Disciplines: Peter’s ability to lead in multiple fields is rare. He’s well-known…
I just got confirmation that a crypto native GP achieved the impossible and secured a large BLSH allocation. Impressive!
I just got confirmation that a crypto native GP achieved the impossible and secured a large BLSH allocation. Impressive!
Alpenglow started at ETHZurich, the uni not the protocol, oh the irony...
Alpenglow started at ETHZurich, the uni not the protocol, oh the irony...
Is it time for a long YU position on Boros?
Is it time for a long YU position on Boros?
I doubt Felipe will be getting answers as to why.
I doubt Felipe will be getting answers as to why.
If you get pitched by a liquid fund that has outperformed BTC YTD, the most important questions to start with are: - What is your initial and ongoing DATs exposure? - Describe your valuation policy? Based on the responses, the meeting should end or get really interesting.
You don't need to launch a DAT to see your token price go up, just show relentless execution by shipping products that have massive potential (e.g. @boros_fi). Full disclosure: @L1D_xyz is an investor in @pendle_fi
You don't need to launch a DAT to see your token price go up, just show relentless execution by shipping products that have massive potential (e.g. @boros_fi). Full disclosure: @L1D_xyz is an investor in @pendle_fi
This is the start of onchain rates trading getting smarter and more sophisticated.
This is the start of onchain rates trading getting smarter and more sophisticated.
Boros is now live. A new platform to trade funding rates, starting with Binance perp markets (BTC & ETH), with more exchanges and markets coming soon. This unlocks an untapped yield source in crypto, and for the first time, gives institutions and protocols like @ethena_labs a…
Boros is now live. A new platform to trade funding rates, starting with Binance perp markets (BTC & ETH), with more exchanges and markets coming soon. This unlocks an untapped yield source in crypto, and for the first time, gives institutions and protocols like @ethena_labs a…
Jason Choi @mrjasonchoi
178K Followers 2K Following Running @tangent_xyz, writing https://t.co/Gfc5g6Nsk2 // ex GP @thespartangroup @wharton
Vance Spencer @pythianism
124K Followers 7K Following Co-founder @hiframework. Tweets not financial advice. Views my own.
Mike Dudas @mdudas
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Lasse Clausen @lalleclausen
10K Followers 1K Following Skeptical optimist. Founding partner @1kxNetwork. Everything could be so much better.
daddy fiskantes ⭐�... @Fiskantes
107K Followers 2K Following CIO @Sigil_Fund (crypto hedge fund) partner @ZeePrimeCap (crypto VC) Joker of all trades Telegram: @Fiskantes
Richard Galvin @richwgalvin
13K Followers 1K Following Executive Chairman & CIO of DACM (@digiassetfund), reformed Goldman and JPMorgan bankster
mhonkasalo @mhonkasalo
36K Followers 2K Following Investment Partner @equilibrium_co (prev. @paraficapital, @TheBlock__, @AccessProtocol).
Avi @AviFelman
99K Followers 693 Following @1000xPod // https://t.co/0aDlHwVxuT Former GoldenTree and BlockTower PM. Crypto since '16
Jake Brukhman @jbrukh
50K Followers 7K Following Founder & CEO @coinfund_io. Engineer. Investor. Researcher of crypto networks. Champion of the builders of the new internet. (Not investment advice.)
Felix Hartmann @FelixOHartmann
19K Followers 1K Following Managing Partner @HartmannCap | Dystopian Author @darkagebook
Yano 🟪 @JasonYanowitz
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Tommy @Shaughnessy119
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Aspiring dropout @fullymonetized
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EvelynBartlett @0eF87M51461r6
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Nikita Ivanov @NikitaIvan8689
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Kaito Tanaka @tanak7_kaito
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⏩Alexandr (✧ᴗ�... @CryptoSense_2
7K Followers 3K Following Ambassador: @0G_labs | @hyperlane | @sophon| @wardenprotocol Syndicate / OG -@Somnia_Network | Shihan - @irys_xyz
QuintinaMargaret @i1x3lq2g6X7lZ
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EmmaLocke @13aTx3aslG8610
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Trader685 @Trader685
4K Followers 1K Following Speculator | Ex-Insto Equity & Block Trader | SMB Capital | CMT | LDN HKG BOM DXB | No Advice | https://t.co/I5stQq7tpR
DOCTOR VOYIL ADAMU @AdamuVoyil
88 Followers 880 Following
superbirbish.eth @isskaf
793 Followers 3K Following A smart collector/investor in various NFT projects. Follow if you are super birbish like me.
DoraYoung @fJVNsCQySCB22et
3 Followers 370 Following
JaniceLouisa @R6w2QENJnY3tUs
15 Followers 584 Following
🗝🍉𓂆Sabah Aln... @sabah31798
721 Followers 6K Following From Gaza, mother of two girls, 26 years old. I am not just a survivor, I am a maker of hope amidst the ashes. 𓂆🕊️✌︎︎فِلَـسَـٓــِٰٓطٓـيَنُ
Alex Berger🛡️ @LifeBerger
5K Followers 2K Following director of product management @CoinbaseInsto | building education projects | angel investor | father | speaker
Plüschbärliebe @9hTqTgKo30826
5 Followers 336 Following
David | Warden @WorldWideWarden
68K Followers 12K Following Co-Founder @wardenprotocol | Ex @Uber & @binance | Programmable brains on immutable chains
Licht im Tunnel @dY97P1y5EuN23LT
8 Followers 348 Following
jacob g @jteam0x
2K Followers 994 Following Institutional Sales @FalconXGlobal | Prev. @DeFianceCapital @FordefiHQ
Isabella @us_isabella
206 Followers 1K Following Just browsing on X, rarely posting. 🚫Explicit or Pornographic
Jenifer @Jenifer_NY_L
558 Followers 3K Following As a Partner at Vestiaire Collective, I leverage my MBA and extensive experience in digital marketing to drive the growth and success of this leading online mar
Ororqoo @Ororqoo0651
14 Followers 365 Following
M C @manjacat42
0 Followers 16 Following
Mr.Andersen @Sanderandersenn
5K Followers 332 Following CEO and Co-Founder @H100Group (Ticker: $H100) & @Finpeers
H100 @H100Group
6K Followers 41 Following Swedens First Bitcoin Treasury Company 🇸🇪listed on NGM Stockholm ($H100, $GS9, $HOGPF) providing longevity infrastructure technology.
Alex @x0wes
293 Followers 1K Following research & data @artemis prev datasci and head of research @cublockchain || @mechanism_inst curb enthusiast 🇦🇷
Eric Chung @ericchung_web3
1K Followers 7K Following @xlayerofficial Strategy | @wallet Extension PM | Ex-Crypto VC Investment
Wolf#1200 @wolfinplainview
78 Followers 123 Following #Bitcoin 🐺 🕹 5mln $WOOL 5x🐺 17x🐑 20x👩🌾 32x🖼 🐶 💊 Panzerdogs
Lauren @o75j8pz6Ho25W
39 Followers 1K Following
Anastasia @Eegonou783
23 Followers 1K Following
Erick Z 🧩 $BARD @ErickNomad
3K Followers 1K Following Nomad Capital. $BNB Ex-janitor @Binance | fmr CEO @CoinMarketCap
R G @elephant1618
2K Followers 2K Following | prev. VC /bringing Merchants OnChain / helping business owners @TheChattyAi //Penguin and Lils
cryptopsihoz @rimtoln
4K Followers 3K Following | Ambassador @arbusai | Alpha Seeker | Founder - https://t.co/UVSGwm11nR
Grace Zahra @Grace__Zahra
402 Followers 4K Following erpetual speculator 🎯 @Oracle Quite interested in cryptocurrency 💰 Enjoys discussing financial topics 💬📈 Open to direct messages 📩✨ Never unfollows ❤️🔄
Emila D @EmilaDave
3K Followers 494 Following
Qualeavaw @Qualeavaw91626
25 Followers 1K Following
𝘾𝙧𝙮𝙥𝙩�... @CryptoBeastGems
51K Followers 14K Following Crypto & Bitcoin Enthusiast 🄲🄱🄶 • Army Veteran A͛i͛r͛ ͛A͛s͛s͛a͛u͛l͛t͛🫡 • F1 • AJAX • Cryptic • NFA • DYOR • Mexc • Killer Whale 🫶 • Bybit
Jason Choi @mrjasonchoi
178K Followers 2K Following Running @tangent_xyz, writing https://t.co/Gfc5g6Nsk2 // ex GP @thespartangroup @wharton
nic carter @nic__carter
419K Followers 4K Following escaping the permanent underclass | https://t.co/mQ5frnwUMV
Vance Spencer @pythianism
124K Followers 7K Following Co-founder @hiframework. Tweets not financial advice. Views my own.
db @tier10k
475K Followers 3K Following Actionable, Market-Moving, Crypto News | Posting select headlines from https://t.co/ozuoPRfVss and @dbnewswire
Richard Chen @richardchen39
29K Followers 768 Following Founder @VarrockVC. Previously General Partner @1confirmation. DMs open
Ari Paul ⛓️ @AriDavidPaul
235K Followers 2K Following Student. Founder of BlockTower. Practical idealist.
Mike Dudas @mdudas
181K Followers 815 Following crypto investor @6thManVentures // co-founder @theblock__ @linksdao
Jordi Alexander @gametheorizing
124K Followers 761 Following Founder @SeliniCapital ; Alchemist @0xMantle; Lad @0xSteadyLads; Game theory connoisseur ; Soon, the biggest problems in the world will be philosophical
0xngmi @0xngmi
172K Followers 282 Following Building a transparent defi dashboard at @defillama. Code llama @llamapay_io @sealed_art @smolrefuel Would rather be right than make money
DeFi Dad ⟠ defidad.... @DeFi_Dad
174K Followers 6K Following ⟠ DeFi super-user, educator, angel 🎙️ Host/Producer of The @Edge_Pod 📰 FREE Newsletter: https://t.co/Pm9e0APe9B 📺 Watch on https://t.co/txxZZAhqsW 💫 Invests at @4RCapital
Lasse Clausen @lalleclausen
10K Followers 1K Following Skeptical optimist. Founding partner @1kxNetwork. Everything could be so much better.
Eric Wall @ercwl
168K Followers 5K Following troll-demon @taprootwizards, board @starknetfndn, gmeow @quantumcatsxyz, ex-business partner of @
Arthur Hayes @CryptoHayes
734K Followers 25 Following Arthur Hayes, Co-Founder of BitMEX & CIO @Maelstromfund
daddy fiskantes ⭐�... @Fiskantes
107K Followers 2K Following CIO @Sigil_Fund (crypto hedge fund) partner @ZeePrimeCap (crypto VC) Joker of all trades Telegram: @Fiskantes
The Block @TheBlock__
500K Followers 262 Following The first and final word in digital assets | Hire the best talent in crypto with our recruiting tool Campus: https://t.co/5EDYopq95g
Dmitriy Berenzon @dberenzon
15K Followers 2K Following Partner @archetypevc. Prev @1kxnetwork, @Bo11inger, @CoinFund_io. Alum @CalBlockchain, @BerkeleyHaas.
Chris Burniske @cburniske
329K Followers 2K Following Partner @placeholdervc; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Xeets not financial advice. Disclaimer: https://t.co/Xp0VJsuufc
Sagar Barvaliya @sagarbarvaliya
7K Followers 3K Following GP @bfc_vc, Founder @ethmunich Tweets are for fun. NFA.
Ignas | DeFi @DefiIgnas
153K Followers 5K Following Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator Studio
Alex Berger🛡️ @LifeBerger
5K Followers 2K Following director of product management @CoinbaseInsto | building education projects | angel investor | father | speaker
Merlin Egalite | Morp... @MerlinEgalite
6K Followers 380 Following Cofounder & Wizard @MorphoLabs Making finance a public good. Farcaster: https://t.co/MOfxq3u31B
Kyzer 🇺🇸 @Kyzer
7K Followers 2K Following 🇺🇸 Accelerating USA leadership in crypto @allmight_US // prev: @Kik, @SolanaFndn // Non-President $USA // DISCLAIMER: DO NOT TAKE ANYTHING I SAY TOO SERIOUSLY
shaunda devens @shaundadevens
6K Followers 1K Following analyst @blockworksres prev @keyrocktrading all opinions strictly my own
comfy capital @comfycapital_
23K Followers 4K Following
DCG @DCGco
144K Followers 714 Following We build, buy, and invest in blockchain companies. Parent of @Grayscale @FortitudeCrypto @FoundryServices @LunoGlobal @YumaGroup
Aubrai @Aubrai_
10K Followers 3 Following World's first on chain science machine and digital twin of Aubrey de Grey. Funding RMR2 with LEVF
Roger Wattenhofer @TheWattenhofer
1K Followers 70 Following Head of Research at @anza_xyz. Professor at ETH Zurich. Freedom and Liberty.
𝔊𝔴𝔢𝔯𝔫 @gwern
61K Followers 104 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)
Dwarkesh Patel @dwarkesh_sp
127K Followers 911 Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
Mythos Ventures @MythosVentures
850 Followers 29 Following AGI-proof companies, prosocial technologies, unstoppable founders
Peter McCormack 🏴�... @PeterMcCormack
588K Followers 4K Following Host of The Peter McCormack Show, Chairman of @realbedford, retired rapper, grifter, budget Ryan Reynolds.
Jameson Lopp @lopp
520K Followers 304 Following Insights on security, privacy, technology, money · Co-founder & Chief Security Officer @CasaHODL · creator of https://t.co/q2pgFGTJZh, https://t.co/xUkNreXj20
Preston Pysh @PrestonPysh
558K Followers 1K Following Bitcoin & Books. Cofounder of TIP. GP @egodeathcapital. Advisor at @primal_app and @debificom. I buy Bitcoin at @River. Nostr: https://t.co/DZDhdYp55P
Orange Cap Capital @orangecapcap
3K Followers 65 Following Institutional Crypto Fund at the forefront of digital assets, from NFTs to public markets. Run by @spencer
Karthik Senthil @karsenthil
6K Followers 3K Following first-check investing across the AI stack (agents + models + crypto) // venture partner @lattice_fund // ex @amazon @circle @zksync // girl-dad X2
Addict.ron @RoninAddict
1K Followers 2K Following Angel investor, Ronin Maxi, RonerDAO member. “The important thing is not to stop questioning. Curiosity has its own reason for existing.” 𝐸𝑖𝑛𝑡𝑠𝑒𝑖𝑛
serg @serg_xyz
9K Followers 5K Following
Philipp Zentner | LI.... @PhilippZentner
8K Followers 3K Following Founder & CEO @lifiprotocol - https://t.co/8NKoLVU2XD - The neutral cross-chain execution & payments network - All DeFi liquidity out of one API
Martin de Rijke @MartindRijke
2K Followers 533 Following Husband, Father, Head of Growth @maplefinance
RightSide @Rightsideonly
6K Followers 2K Following insights are my own. 🐔🥜🍞 . Growth/Entertainer for @Pendle_fi | @safaryclub, @schizoposters, @arcthecommunity
Nomatic @Nomaticcap
7K Followers 4K Following Investing @4RCapital Co-Host of @edge_pod Writing at https://t.co/LLTlXBcVnT
DefiLlama.com @DefiLlama
352K Followers 22 Following Open and transparent DeFi analytics. @LlamaFolio & @DLNewsInfo DeFi Updates: https://t.co/aaN9I6vDnd | Join the community: https://t.co/6eLY0pOKJX
Carlos 🟪 @0xcarlosg
2K Followers 1K Following imagine where you will be, and it will be so. @blockworksres
HORSE 🏴☠️ @TheFlowHorse
274K Followers 4K Following Former prop turned pajama trader. Girl dad and husband of one of those wild horse girls • Burn the ships.🇺🇸⚔️
Splin Teron @splinter0n
70K Followers 5K Following crafting defi/ai threads. leaving my pink mark on the crypto world. highlights for you to dig. all content here is sponsored or commissioned.
Smol capital @smolfund
17K Followers 380 Following ape journal for the road to 8figs DYOR. NFA @picnic_dao
Will @WClementeIII
789K Followers 3K Following Dropped out, prev co-founded a start-up, now investing & stuff. Writing for fun @liminal_hq Not investment advice, opinions change, etc.
Boros @boros_fi
8K Followers 48 Following Funding Futures || Trade Funding Rates on Margin || Fully On-chain || By @pendle_fi
Taylor Lamprecht @LamprechtTaylor
543 Followers 98 Following
VIKTOR @thedefivillain
57K Followers 2K Following I write a free weekly newsletter covering the latest crypto narratives : https://t.co/GDiah6MkSW Link of my TG channel below
Bhaji Illuminati @itsbhaji
4K Followers 995 Following ceo @centrifuge | co-founder @anemoycapital | co-creator @TACoalition @RWASummit
Paul Atkins @SECPaulSAtkins
24K Followers 1 Following 34th Chairman of the SEC. Championing innovation, investor confidence, and dynamic capital markets that power the American economy. Views are my own.
Marco Manoppo @ManoppoMarco
7K Followers 2K Following Investing @sharpbytexyz | Alchemist @fluentxyz | Media @launchy_ | Pod https://t.co/q4Fuv4BZqh
Emad @EMostaque
289K Followers 23 Following Distributing Intelligence. Building the Intelligent Internet @ii_posts. Founder @StabilityAI.Trends for United States
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