stablecoin supply just hit a new high and nobody’s posting about it. that’s usually the tell.

shipped in 2 hours what took 2 weeks last year. the bottleneck moved from code to taste.

stablecoin supply hits a new high

index funds beat 88% of pros over 15 years. the edge is sitting still.

stablecoin supply just hit a new high and nobody’s posting about it. that’s usually the tell.

shipped in 2 hours what took 2 weeks last year. the bottleneck moved from code to taste.

stablecoin supply hits a new high

index funds beat 88% of pros over 15 years. the edge is sitting still.

stablecoin supply just hit a new high and nobody’s posting about it. that’s usually the tell.

shipped in 2 hours what took 2 weeks last year. the bottleneck moved from code to taste.

stablecoin supply hits a new high

index funds beat 88% of pros over 15 years. the edge is sitting still.

stablecoin supply just hit a new high and nobody’s posting about it. that’s usually the tell.

shipped in 2 hours what took 2 weeks last year. the bottleneck moved from code to taste.

stablecoin supply hits a new high

index funds beat 88% of pros over 15 years. the edge is sitting still.

nvda reports thursday. options are pricing a 9% move. that’s the trade, not the number.

nvda reports thursday after close

agents won’t replace your team. they’ll replace your tabs.

l2 fees fell 90% this year. the ux didn’t. that’s the whole opportunity.

open models are 6 months behind. that used to be 3 years.

nvda reports thursday. options are pricing a 9% move. that’s the trade, not the number.

nvda reports thursday after close

the dollar fell 6% this year. your “flat” portfolio isn’t flat.

the best prompt is a good spec. it always was.

defi tvl up 4.1% this week. the boring part of crypto keeps winning.

agents are eating the browser tab

defi tvl up 4.1% this week

every ai demo looks like magic. every ai product looks like a form with a spinner. build the boring part.

rate cuts don’t lift stocks. earnings do. cuts just buy time.

apple’s buyback is bigger than most countries’ budgets. read that again.

read the docs. then read them again. then don’t ape.

defi tvl up 4.1% this week

every ai demo looks like magic. every ai product looks like a form with a spinner. build the boring part.

launched on a tuesday. 400 signups, 3 bugs, 1 very kind email.

if you need a thread to explain it, it’s not ready.

semis up 40% ytd and everyone’s calling a top. tops don’t get called, they get noticed late.

l2 fee threads get 4x the usual reach

launched on a tuesday. 400 signups, 3 bugs, 1 very kind email.

fees down, users up. that’s the whole chart.

your roadmap is a list of guesses. ship the cheapest one first.

treasury yields hit 4.3%

eth staking pays 3%. treasuries pay 4.3%. that’s the whole debate.

the market climbs a wall of worry. right now the wall is very tall.

fees down, users up. that’s the whole chart.