0xLouisT
@0xLouisT
Investment Partner at @L1D_xyz Disciple of History. Seeker of inefficiencies. Opinions expressed are my own.
Is the BlackRock x Milady crossover this cycle’s version of web2 companies tweeting 'gm frens'?
After 20 years at BlackRock and helping to lead its digital asset strategy, I’m beginning a new chapter: I’ve joined @SharpLinkGaming as Co-CEO. Here’s why. At BlackRock, I helped launch: - IBIT — world’s largest Bitcoin ETP - ETHA — world’s largest Ethereum ETP - BUIDL —…
Do you think a crypto project should TGE pre-PMF & pre-revenues? Discuss.
If you happened to win the national lottery, 90% of crypto VCs would be eager to back you: expecting you to win it again!
3rd batch of projects using the Token Transparency Framework!
0/ The third cohort of the Token Transparency Framework is LIVE. This round we welcome Euler dYdX ZKsync Layer 3 These teams are elevating the industry's disclosure norms. Let's dive into the details...
Has anyone asked why a "no-code web3 infrastructure platform" even needs a token?
Get ready! Binance Alpha will be the first platform to feature Caldera（ERA）on July 17. Eligible users can claim their airdrop using Binance Alpha Points on the Alpha Events page once trading opens. Further details will be announced soon. Please stay tuned to Binance’s…
These aren’t mutually exclusive: the world isn’t black OR white. You can have internet-native capital markets and enforce transparency and tokenholder rights. Transparency isn’t unique to equities, it’s foundational to every major industry: food, pharma, automotive, real estate,…
Agree with that nuanced take. This part aligns with the philosophy of the Transparency framework we built with Blockworks: "A good step forward is for projects to have quarterly reports and updates for what they are doing" This should become a standard at some point.…
A nuanced take on the revenue meta/disclosure drama: - The harsh truth is that most of CT are not operators and do not know what goes on in a company. Income statements are a foreign concept to most, let alone NDAs. - Asking for more rev shares today sacrifices growth…
*Circle's CCTP making sure no hacks go through*
How can you expect loyalty when @circle does not freeze 9M+ $USDC after a $40M exploit that sat for 1-2 hours where the attacker also used CCTP to bridge from Arbitrum to Ethereum. Theft address 0xdf3340a436c27655ba62f8281565c9925c3a5221
A legal (???) way of scamming your way to running an unlicensed hedge fund with no track record, no regulation and a strategy focused on insider trading. Crypto’s Plato’s cave moment will be the day someone leaks how those L1/L2 “Foundations” actually operate.
Over-raising is a poison that tastes sweet at first but slowly kills your entire project. Or a legal (?) way of scamming your way to running a hedge fund without a license and track record
2nd cohort out
0/ The second cohort of the Token Transparency Framework is now live, continuing to elevate disclosure standards across the industry. This round consists of: - Maple - MetaDAO - Sanctum - Velodrome - Gearbox The net result? More information is publicly available to markets.
I'll never understand how and why our industry did tolerate this "unlocked staking rewards meta" for insiders. Either you implement a real vesting or you don't. We need more transparency and real impacts for actors who don't provide transparency.
Was bored so decided to do an update to Polychain $TIA sells Polychain has now dumped over $242 million worth of TIA since TGE They still hold around ~44.7 mil TIA ($63.9 mil)
Highly recommend giving this a read. TN & the Pendle team are high-integrity, long-term builders, exactly the kind of teams crypto needs!
As we enter the second half of 2025, it’s worth taking a moment to reflect on what @pendle_fi has accomplished, and what lies ahead for us.
Rephrased: “We’re actively exploring new ways to take retail’s money to plug our deficit.”
There is an urgent need to channel retail savings into capital markets to develop those markets and finance EU priorities. An EU savings standard could increase retail participation, benefiting savers, boosting investment and supporting strategic priorities.
During the Dotcom Bubble, ~1,000 internet companies IPO’d. Most didn’t survive the next 20 years, but the few that did became giants: - Nvidia (1999 IPO) - Amazon (1997 IPO) - Google (2004 IPO, just after the bubble) Each returned 1,000x to early investors by relentlessly…