VP BFA | ex Persistence Capital | Founder Upside Ventures | Ex @hansa_capital | Longevity Bio Cohort 1 | Nothing I posts constitutes financial advice.

Melbourne
Joined April 2017
Good men must die, but death can't kill their names.
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kyall retweeted
Humanity is curing cancer with ~100GW of compute on the planet. Imagine what we'll be doing in 10 years when we effectively have 150x more compute.
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The only 'growth' we've seen is in government and bureaucracy. The total number of Australian public servants went from 1.75 million at June 2008 to 2.60 million in June 2025. That is another Tasmania of public servants. Textbooks will be written about how Australia turned into Argentina. Chances are that the government will seek to have it banned and the eSafety Commissioner will block social media posts. Article | spectator.com.au/2026/08/tex…
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kyall retweeted
this is actually crazy
When I was in Australia last December, I found it impossible to transact with any business where there weren't latent government price controls or subsidies of some kind. I came to the realization that with the public sector growing about 5x faster than the private sector, Australia was well on the way to an effectively government run economy, communism by stealth. I dug deeper - the point of no return occurred in about 2013. caseyhandmer.wordpress.com/2…
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Australia 🇦🇺 it’s time to earn. We’re opening up Superteam Australia from day one with opportunities for builders and designers to contribute and help shape what we’re building.
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kyall retweeted
Hugo Navarro
@HugoNavarroPer2Mar 31
EBITDA (2026 edition): Earnings Before Iran, Tariffs, and Donald Announcements.
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kyall retweeted
The next Spotlight Launch is from @beacon_defi. $BEACON will go live tomorrow, March 11th at 3pm UTC on Solana. Details on their launch 👇
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kyall retweeted
Introducing Beacon: the new secure neobank that pays you to use it. We’re building the world’s largest decentralised bank that's owned by you & pays you to use it.
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Nick Timiraos
@NickTimiraos10 Dec 2025
FOMC cuts by 25 bps as expected Three dissents: Goolsbee and Schmid opposed the cut. Miran wanted a 50 bps cut. The SEP shows six officials of 19 didn’t favor a cut The median dot is unchanged for 2026 The Fed will start “reserve management purchases” this week, beginning at $40 billion per month in T-bills The statement changes:
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kyall retweeted
crypto then: let's use cryptography to build private internet money for freedom crypto now: let's use cryptography to build online surveillance rails for a bunch of centrally issued freezable IOUs living on central sequencers! woops
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a new Vitalik was born today
Counter-Strike rugged its entire community. They put out a pretty savage update that lets you bundle items to trade up, and now people are using ~$5 worth of items to draw what once was $1000+ knives. They just rinsed everyone in the market who had anything of any value.
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🧵 Thread: How AI and Stablecoins Are Rewriting Money 1️⃣ The Clarity Act changes everything. It’s the biggest monetary overhaul in decades, a bipartisan reset of the financial guardrails that built the modern economy. It legalizes stablecoins, separates money from credit, and opens the door for AI to move value at machine speed. Here’s how it rewires money 👇
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𝑒 is for yield 𝑒 is for looping 𝑒 is for security 𝑒 is for builders 𝑒 is for swapping 𝑒 is for stablecoins 𝑒 is for programmability 𝑒 is for capital efficiency 𝑒 is for institutional adoption 𝑒. 𝑒𝑢𝑙𝑒𝑟. the super defi app.
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It seems that the AWS outage has brought down the institutional TWAPs on $BTC Topped right when outage became widespread
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You can just mint things.
PAXOS MINTS $300 TRILLION PYUSD ON ETHEREUM: BLOCKCHAIN
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All time low inflation, all time high revenues — and the Public Goods Fund is slurping and locking again. Better models win. 🫡
The Aerodrome PGF is initiating a programmatic buyback model The model scales deployment based on market conditions, concentrating resources when it matters most All tokens acquired will be locked, compounding long-term alignment The 1st programmatic buyback has been completed: $400k of $AERO
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kyall retweeted
We just leveled up. Perpetual futures are no longer capped at 20x — say hello to 50x leverage.
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Replying to @redactedrain
the lion dares not make eye contact with the lioness
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Maple Finance's syrupUSDT since deploying on Plasma has went from $156M to $856M in TVL in a matter of weeks with now >$250M loans outstanding. By the end of 2025 expect syrupUSDT to be >$2Bn in TVL with a $500M-1Bn outstanding loan book size. $SYRUP
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