100% on-chain, actively managed, liquid DeFi Fund • focused on fundamentals • managed by @alphaversecap

Joined March 2022
77 Photos and videos
Alphaverse DeFi Fund retweeted
Replying to @RyanSAdams
ETH is a store of value and one of the most important apps on ethereum.
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Alphaverse DeFi Fund retweeted

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Alphaverse DeFi Fund retweeted
24 Sep 2025
Replying to @cryptohuntz
Smart moves by @AlphaverseDeFi—while others waited for signals, today's 40% $FLUID surge proves their early bet right. New floor at $7.63 or just a step? Rising volume hints institutions are waking up to Fluid's unified liquidity vision.
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Alphaverse DeFi Fund retweeted
Replying to @litocoen
many liquid funds preferred waiting and buying into strength meanwhile, at @AlphaverseDeFi, we were accumulating and adding to our $fluid position between $3-5 🫡
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Alphaverse DeFi Fund retweeted
Blockworks researching Ethereum vs Solana tokens
Tom Lee thinks owning 5% of total ETH supply is really important. Eth ct claims it doesn't matter at all Who you got?
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Alphaverse DeFi Fund retweeted
Let’s not forget before sbf got busted stealing everyone’s money he was trying to get a bunch of laws killing defi passed too Fuck him and if you’re dick riding fuck you too
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Alphaverse DeFi Fund retweeted
The importance of full-stack openness and verifiability (including applications, operating systems, hardware, and bio) vitalik.eth.limo/general/202…
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Alphaverse DeFi Fund retweeted
“many liquid funds preferred waiting and buying into strength” meanwhile, at @AlphaverseDeFi, we were accumulating and adding to our $fluid position between $3-5 🫡
24 Sep 2025
legit think this is day 1 for Fluid spoke to so many liquid funds who had their eyes on FLUID but told me they preferred waiting and buying into strength which is now liquidity was always the big problem but with nance and bybit futures listings upbit spot those days are over one of the fastest growing protocols in all of crypto and with this pa will only lead to more attention
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Alphaverse DeFi Fund retweeted
feels good to own btc eth sol hype at the same time
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Alphaverse DeFi Fund retweeted
18 Sep 2025
$CRV is now available to trade on Robinhood and Robinhood Legend.
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Alphaverse DeFi Fund retweeted
it is pretty clear what the dominant blockchain is for stablecoins ethereum $167bn total mkt cap 12.33% 30 day growth 58.72% mkt share ( 5.45% 30 day growth) the ticker is $eth
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Alphaverse DeFi Fund retweeted
head of research…. yet doesnt know that bmnr already owns 10x the amt of eth that the ef does 2.15m eth vs 225k eth sbet also already owns 3.75x the amt of eth
This is the correct framing but it is not always bullish, especially in Ethereum land. For example, BMNR will soon own more ETH than the EF. When conflict arises, who will be calling the shots, Tom Lee or Wang? The former cares about ETH price & has a fiduciary responsibility to BMNR shareholders. The latter has repeatedly said she does not care about ETH price, & has no fiduciary responsibility to ETH token holders.
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Alphaverse DeFi Fund retweeted
to put these numbers in perspective: ethereum has added ~$18.5bn of stablecoin market cap in the last 30 days this is 1.6x the total amt of stables on solana
it is pretty clear what the dominant blockchain is for stablecoins ethereum $167bn total mkt cap 12.33% 30 day growth 58.72% mkt share ( 5.45% 30 day growth) the ticker is $eth
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Alphaverse DeFi Fund retweeted
this is the definition of conviction the ticker is $eth
An #Ethereum ICO participant has staked 150,000 $ETH worth $656M on #ETH2 after being dormant for 8 years. The participant received 300,000 $ETH for $93,300 at the time of the ICO. Addresses: Stake: 0x317BcFCC8d645e365A796eb505b57c060aC2132B ICO: 0x7c532DB9E0c06C26fd40Acc56AC55C1eE92D3C3A Data @nansen_ai
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Alphaverse DeFi Fund retweeted
many future ethereum l2s have been announced recently
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Alphaverse DeFi Fund retweeted
just use ethereum
Many new L1s getting built by companies for product-specific reasons. Others have better views on commercial viability, but on the regulatory side, I’ll say these are unnecessary / unhelpful. Some may claim a need or benefit for permissioned validator sets or built-in compliance tools. But no US regulator has so far demanded or asked for either; no serious legislative effort in Congress has contemplated them; and no one working on crypto policy should compromise on the core principle of base layer neutrality in a way that grants them any special status or approval. If you have a great commercial reason to build (or build on) a product-specific L1, have at it. If not, and you’re just vaguely worried about compliance issues, decentralized public blockchains remain the standard.
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Alphaverse DeFi Fund retweeted
Joint statement from @SECPaulSAtkins and @CFTC Acting Chairman Caroline Pham (@CFTCpham): The work of the SEC and the CFTC has never been more intertwined—and the wave of innovation before us never more dependent on the depth of our cooperation. Thread 🧵⬇️
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Alphaverse DeFi Fund retweeted
0% of the new corporate alt-l1s are credibly neutral they never will be
> Google guys say Stripe chain isn’t neutral, but trust us we’ll be neutral > Stripe guys say no we’re credibly neutral lol
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Alphaverse DeFi Fund retweeted
Cheap stablecoin transactions continue to be one of the most important sources of large-scale value that crypto provides today. Excited to see @codexfx joining the arena as an L2 and thinking explicitly about synergy between itself and ethereum L1 from day one.
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