I like coins, I don't respond to dms, anything you can solve for me i can hire someone to do or do myself with way less risk
Joined June 2017
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SSF Enterprises retweeted
$ZEC notably strong whilst $BTC is having one of its worst few days since setting its yearly low in February.
I believe it is benefitting from a few things related to Bitcoin's weakness:
• Better perceived path to quantum resistance
• No Saylor/MSTR type entity with overhang
This is alongside the growth of privacy awareness, and concerns about future developments with nation states confiscating wealth due to debt troubles.
SSF Enterprises retweeted
. @systematicls asked me a few interesting questions about my portfolio's performance in 2025.
I am going to address them in this thread and take some time to reflect on my own performance from a more nerdy view.
it has been a wild ride, I don't recommend my degeneracy.
SSF Enterprises retweeted
Man this is some of the most dishonest bullshit tied to a bunch of nonsensical mumbo jumbo I’ve read in quite some time. Everything is a roundabout justification for chain + token + vc money being able to exit
All these restrictions by current chains and infra either A. Won’t ever happen or B. Have very easy work arounds ie on eth using external data validity provider and private set of validators on l2 using l1 for settlement and security finality. Solana in its current stake without a doubt runs this just fine as well.
On Tempo, permissionlessness, L1 vs L2
Tempo will be a permissionless chain. On day 1, anyone will be able to deploy a token, and anyone will be able to transact on the chain. Some projects think that attracting real-world usage and serious institutions requires giving up on base layer neutrality. We do not think that, and that's not how we're building Tempo.
The plan for Tempo is to have permissionless validation and permissionless smart contract deployment as well as permissionless usage: just like Bitcoin, Ethereum, Solana, etc. We’ll start with a permissioned validator set to get going and decentralize further from there.
We’re building in features to make it easy for entities interacting with the blockchain (like asset issuers, money transmitters, etc.) to comply with their relevant obligations, but the base layer will remain neutral. This is a principle we feel incredibly strongly about (see: paradigm.xyz/2022/09/base-la…).
As many parts of the mainstream world look to adopt crypto, we think there is a risk that they adopt permissioned systems. Our goal with Tempo is to help onboard them onto crypto rails that solve specific payments needs while still being truly permissionless.
—
Why L1 rather than an Ethereum L2?
At Paradigm, we are heavily invested, both intellectually and literally, in the Ethereum ecosystem. We will continue to help it scale, and invest in and support companies building on Ethereum. We are also extremely excited about single-sequencer L2s for many use cases, including trading.
But building a network for global payments will require bringing together thousands of partners that may not trust us, or Stripe, or anyone as a platform. We think a decentralized validator set—for the chain itself—is a necessary requirement for those partners, and to ensure that the chain is unquestionably neutral in the long run.
From an operational perspective, we feel urgency to build for the demand that’s coming and want fewer dependencies, including on the rate of Ethereum L1 progress. With Tempo, we tried to remove all crypto tribalism and alignment games from our thinking and just focus on building the right product for crypto payments.
At a technical level, we are prioritizing attributes like fast finality (L2s are generally only as final as the underlying L1), multiple validators (vs. single sequencer), and custom transaction lanes and gas pricing. Some of these are technically possible for an L2, but could be complex, slow to implement, and/or introduce many external dependencies. Tempo is stablecoin-focused, so interoperability through native issuance is more relevant to us than the native bridge to Ethereum that L2s have.
We aren’t Bitcoin, Ethereum, or Tempo maximalists. We’re maximalists for permissionless crypto. We want Ethereum L1 to scale, and we want L2s to thrive. We love Bitcoin as a monetary asset. We find substance in Solana, Hyperliquid, and many other ecosystems. We want to ensure real-world payment flows happen on crypto rails, and that’s why we’re building Tempo.
SSF Enterprises retweeted
If u are bullish on @pumpdotfun streaming and AI, $MS covers both.
Probably reprices to 10m+ soon.
SSF Enterprises retweeted
Just doing some light reading of the $LDO github going into their first ever tokenholder update call.
SSF Enterprises retweeted
Typical Day as a Hedge Fund PM
6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks).
6:05 - Brew some coffee.
6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for exposure…
6:15 - Check what happened in Asia and Europe.
6:22 - Trump announces that hot dogs will join the food pyramid. Bans hot dog exports. Fortunately our book dodged that one.
6:30 - Drink some coffee, talk to wife, pray Trump will spend the morning golfing so I can do some actual work….
6:31 - Trump announces that oil at $65 is too high. Threatens anyone who isn’t producing more oil.
6:32 - Top 5 position announces earnings, want to join the earnings call at 7am, but Trump just scheduled a press conference then, and he’s looking unpredictable.
7:02 - Trump announces that Japan can now export golf balls tariff-free, in honor of Abe letting him cheat at golf. Join the earnings call instead.
7:06 - Futures plunge 65 handles in a single tick, frantically leave the earnings call and go back to whatever Trump is still yapping about in his press conference.
7:10 - Scroll through premarket quotes. $NVDA and $PLTR are both up 5% b/c it’s a day ending in ‘Y’ but SPZ are now down 80 handles.
7:15 - Trump changed his mind and SPZ are now up 25 handles as everyone rushes to cover their short. (I re-join the earnings call)
7:30 - Some broker I’ve never heard of just downgraded a top 5 position and it’s down 15% on 300 shares traded. I’m pretty confident it will close around there too. (I crack open a beer as I skim his downgrade report, realizing that nothing productive will happen today…😩😩)
8:00 - An LP calls to remind me of some
ShitCoin he recommended that’s now up 1800% since he recommended it.
8:09 - 10-yr bonds gap down 17 bps, but all I can find is a tweet from Bessent about how great Main Street is doing.
8:15 - Some sell side asshole cold-calls me to see if I want a copy of his upgrade report on the AI sector. Tells me that “it’s going to be big and you don’t want to miss it.”
8:20 - Check my email, do 10 minutes of actual work.
8:30 - Trump threatens Brazil, I realize our BZ exposure is gonna get thumped on the open. (Crack open a 2nd beer)
8:33 - Reminisce about how productive I was, since Biden wouldn’t even wake up until noon.
8:40 - Chat with my CFO for 19 mins about some new compliance form we need to file.
8:59 - Trump Tweets about how stupid Powell is. Futures are back down 30 handles.
9:04 - Join a call 4 mins late with an endowment that wants an update, but 100% will never invest. “BTW - we need you to update the DDQ as we’ve changed our format” 😡😡
9:29 - Casino is opening. Let’s see what happens.
9:32 - I’m bored. Go back to reading emails. Turns out the govt created another new form we ALSO need to fill out…
10:00 - We’re actually up 50bps.
10:03 - Now down 175bps. Trump just threatened to bomb Europe.
10:06 - Tweets he was just joking about Europe. But those guys need to get their shit together bc he might still bomb them.
10:08 - Ready for bourbon. Beer won’t cut it…
10:30 - EIA oil inventory shows yet another massive draw. Oil drops 5% anyway.
10:40 - Don Jr’s latest SPAC rallies 300% on rumors it may launch a new ShitCoin
10:45 - Friend calls to cry about how cheap all his names are. We both agree we were idiots to invest in businesses with earnings.
11:22 - Trump reminds everyone about how much Putin likes him.
11:40 - Realize I’m now too tweaked to sit in the office. Turn off the machines and go get lunch with a friend who’s also gonna bitch about how stupid markets have become.
12:05 - Hostess at restaurant pitches me some ShitCoin. Claims she’s up a few million on it
12:07 - Friend starts bitching about how stupid it is to be an investor under Trump, and how we all made money under Biden. I agree with him, but we both agree it would be even stupider under Kamala…😩😩
SSF Enterprises retweeted
The derivative positioning that's been contributing to BTC's longstanding trading range and putting a soft ceiling on price is starting to crack.
When you're offsides in a pending range breakout, it's usually best to close out those positions early.
SSF Enterprises retweeted
For the past 25 years I have listened to people dismiss nuclear because it would take 10 years to come online.
SSF Enterprises retweeted
HyperEVM, BittensorEVM, Sui on chain
These are where I'd mess around byeond the standard EVMs/Solana onchain stuff if I weren't so lazy
SSF Enterprises retweeted
This is the arrangement Trump thinks is a bad deal for America and worth nuking the economy to end
SSF Enterprises retweeted
being a macro doomer fucking sucks and I hate the all in podcast for making me this way
SSF Enterprises retweeted
The baseline from the last few years is actually a bit of a passive rolloff (as maturing Treasuries aren't all reinvested in the notes market) and likely a bit of maturity shortening (why buy 10ys when 2s yield more)
8/
