Rezo🛡₿RRR
@rezoshm
Crypto VC / Markets Operator. Institutional infrastructure & DeFi. Second-order thinking... building where attention lags power. Ah… and Bitcoin & AI ofc
Why should you #HODL your #Bitcoin and never sell it? I know why. A short thread 👇
The GENIUS Act was signed last Friday, cementing the legitimacy of stablecoins. President Trump just formalized what was already happening: stablecoins becoming the backbone of digital payments. 308-122 House vote with 102 Democrats supporting shows thas this is not only Trump's…
Stablecoins are doing what 20 years of fintech innovation couldn’t - creating truly programmable money. What’s fundamentally changing: - Anyone can become a bank (Polymarket gets it) - Borders don’t exist (USDT in 170+ countries) - Settlement in seconds, not days - AI agents…

“The greatest obstacle to discovery is not ignorance - it is the illusion of knowledge.” Daniel J. Boorstin Crypto & now AI taught me - what you “knew” yesterday is obsolete today. Pace of change is so rapid that expertise = liability Stay curious & humble.

The $PUMP token just flopped. Barely a week post-ICO, it's already down 30% 📉 And that’s not even the worst part. Let’s dive into the data and see how the token might have popped @pumpdotfun instead of reviving it 🧵
Banks spent 15 years fighting crypto. Now asking for time to join and try to compete It's like Blockbuster asking Netflix to wait Adorable

The U.S. Goverment can’t even track its own Bitcoin stack. One arm accumulates, another sells - that was my first reaction, and pretty much the industry’s, when we saw the headline: “The Marshals Service says the government now holds only 28 988 BTC", not the 200 000 BTC…

.@River chart below shows the end of an era. 'Crypto market' as a unified whole no longer exists. Look at the divergence since 2024. This isn't just decoupling - it's a complete correlation breakdown. Bitcoin lives its own life, alts - their own. What changed? Buyer…

just got off a phone call with 17 jews you’re not bullish enough
“AI won’t take people’s jobs. Other people who know how to use AI will” - Jensen Huang, NVIDIA CEO Jensen Huang said the quiet part out loud: AI revolution isn't about robots taking jobs. It's about people with AI taking jobs from people without AI. Why this matters more than…
The OEV wars for a $500M+ market are heating up 🔥 After covering @chainlink's SVR in Part 1, we're diving into the competition. Big players are fighting for this market, each with different approaches to redistribute value back to protocols. Which solution will stand out?🧵
NEW: Shares in @fundstrat led $ETH Treasury Company @BitMNR pop 14% after SEC filing reveals Peter Thiel has scooped up more than 5 million shares
Next evolution is under way The final evolutionary advantage isn't intelligence - it's interface compatibility

Reputation is one of the most under-appreciated things that compound in tech
Jensen Huang: “VCs don’t invest in business plans” When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford: “VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you?…
Some people look at this partnership and think, “LFG - this is a start of AI giants integrating crypto.” But here are a few other thoughts: 1.Coinbase isn’t sharing its data with Perplexity out of goodwill. They’re buying distribution, building a moat and trying to create…

#Bitcoin’s supply side continues to tighten - long-term holders and smaller entities are accumulating faster than issuance. Meanwhile, volatility compresses across all timeframes, setting the stage for a breakout. Learn more in the latest Week On-Chain: glassno.de/464rb5C
On regulating AI: You can’t build a regulatory architecture around a technology that hasn’t yet taken shape. What even is AI? LLMs? Autonomous agents? AGI (a new form of intelligence)? Something else entirely? Each of those paths requires a completely different approach.…
