Ansem 🧸💸
Search documents
X @Ansem
Ansem 🧸💸· 2026-02-14 21:17
RT hdf (@PaikCapital)i am just a naive speculator but add on the fact that most defi protocols are in war mode to figure out revenue alignment w the protocol (uni, aave, + others)that's 100% needed for long term survival of the entire meta imocombine that w the sentiment that crypto is meh and dead (once again) and that's prob also how ppl felt post internet bubbletime is a flat circle ...
X @Ansem
Ansem 🧸💸· 2026-02-14 21:17
RT insomniac (@insomniacxbt)also building a thesis where defi 1.0 + future rails finally get the omega pump after 4+ years of mehit's very clear that institutional adoption is here and tradfi folks are entering very very fast (citadel, dtcc, nyse/nasdaq, every bank)imo a few defi blue chips will be the ones that these partners eventually onboard fully withcrypto native teams have the advantage (tether, aave, lz, uniswap/perp dexes) over older fintechs coming into the sceneprobably way too early to position ...
X @Ansem
Ansem 🧸💸· 2026-02-14 17:39
RT plur daddy (@plur_daddy)My friend @chumbawamba22 is launching a Substack, which I have been encouraging him to do for quite a while now. He is a divergent and original thinker and the sheer richness of his thoughts demand a longer format. My own experience is that writing has a way of sharpening the mind and brutally exposing any intellectual inconsistencies or laziness, so I'm excited to see what comes out of it.Chumba has a unique ability to identify major thematic shifts in the overall landscape befor ...
X @Ansem
Ansem 🧸💸· 2026-02-14 09:25
RT Samswara (@samswoora)We need a new word to describe this type of person. Vibe coder doesnt capture it. A hyper capital augmented centaur flitting between 10’s or hundreds of active threads. Someone called it spider, which captures it well but isn’t really sticky ...