Short term attention economist | Director of Venture Capital @OregonBlock
Joined January 2025
- Tweets 188
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37 Photos and videos
Jun 13
Nobody rage-quits the S&P 500
But people quit crypto every day, because they picked the wrong coin
The fix already exists. It's just sitting in the wrong place
Wrote up the first product every exchange is missing
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Jun 13
Wanted to buy this at 50k MC but was turned off with distribution
Not sure if I'm missing something or if the entire market is just desensitized by bundled scams
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Jun 7
TBH this is what memecoins are all about, doing stupid shit and the community rewarding you for it
Arivu has made 10x what the average Indian makes in one year
Shoutout him
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Charles retweeted
Jun 5
I see your profile picture. That’s Johnny Cash. My hero too. Arrested seven times. Smuggled 668 amphetamines across the Mexican border in 1965. Took every drug there was and drank like I did. Cheated on his first wife. Slept with more woman than I ever did. Hit bottom in a cave in Tennessee in 1968 trying to crawl off and die. And then he got up. He got clean. He spent the rest of his life singing for prisoners and addicts and the people the country threw away because he knew he was one of them.
That was the whole point of the Man in Black. He wore it for the poor and the beaten down. He wore it for the prisoner who has long paid for his crime. He wore it for the ones who never heard a word of Jesus. He wore it for the addicted and the dying. He wore it as a standing witness that no one is past saving.
You picked his picture. You did not pick his message. Try listening to the words.
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Jun 5
Ducks mentioned
Jun 5
University Of Oregon Grapples With Budget Crisis After Years Of Woke Excess zerohedge.com/political/univ…
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Jun 3
Participated in my first hackathon this past weekend at QuackHacks, representing both myself and @oregonblock
@oregonblock won 4 out of 11 total tracks, which is pretty awesome
I built something I'm genuinely proud of, so I wanted to share it:
Imagine how many people would be inspired if they found out Elon Musk asked an LLM something as simple as "what's 2 2?"
Right now there's a real problem: there's no effective way for people to share and publish their conversations with AI, their discoveries, the questions they ask.
So I built a solution.
Introducing Prompt.it, a way for people to have conversations with Gemini and, at the end, get the option to post that conversation, including their questions and a summary, to a search interface that anyone can read and discover.
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Jun 1
$RAIL is OBG's first exposure to the privacy meta
Privacy token volumes surged over 300 percent year-over-year, with institutional demand accelerating
Backed by the Ethereum Foundation, Railgun positions us at the forefront of this shift
OBG to the moon
Pitch Spotlight: RAILGUN @RAILGUN_Project ($RAIL)
Presented by Nick Sakys, Jeremy Mitaux, and Justin Schroeder.
Crypto was built to be transparent. That's also its biggest problem for any institution that actually wants to use it.
RAILGUN is a privacy layer running directly on Ethereum, Polygon, BNB, and Arbitrum. No new chain. No bridge. ZK proofs that let you transact privately inside the EVM you are already using, with a compliance mechanism that Tornado Cash never had.
The Ethereum Foundation built RAILGUN into Kohaku, their new wallet privacy SDK. Vitalik has repeatedly moved funds through the protocol. The protocol generates ~$4.53M in annual fees flowing to stakers, 73% of supply is locked, and RAIL was trading at a 36% discount to base case intrinsic value at time of pitch.
Full pitch and fund report at the link in bio.
Shoutout to Nick, Jeremy, and Justin for a well-researched pitch!
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May 29
Nice trade caught today 🕊️
@CoinComms is a fantastic addition to the memecoin space, looking forward to seeing what comes out of this
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Charles retweeted
May 29
Here's our video of the explosion at Launch Complex 36. It happened about 9 pm ET (0100 UTC) as Blue Origin was beginning a static fire test of its New Glenn rocket.
Watch live views: youtube.com/watch?v=thfYPsRq…
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May 29
High risk, high reward
Pumpcade is the riskiest bet we’ve placed in the last two years at Oregon Blockchain Group
Prediction market volumes grew by over 400 percent from 2024 to 2025, hitting $63.5 billion. We expect Pumpcade to capture a meaningful slice of that momentum post-beta
OBG to the moon
Pitch Spotlight: @pumpcade
This pitch spotlight covers the $PUMPCADE report presented by Braydon Perko, Salem Alfassam, Mateusz Palusinski. Pumpcade is a Solana-based parimutuel prediction market platform that lets users bet on ultra-short outcomes (60 seconds to 30 minutes) directly inside livestream chats and webpages, instead of standalone forecasting sites like Polymarket or Kalshi. Founded in September 2025 by Harrison Leggio out of a Pump.fun Twitch Plays experiment, the project has raised $6M in 12 days from Pump.fun, Jump Crypto, and Foundation Capital ahead of its Q2 2026 mainnet launch.
The core thesis centers on a catalyst-rich entry point where the market is still pricing a closed-beta testnet token days before audit completion, open beta (scaling from ~500 to 50K users), and mainnet launch with Pump.fun co-marketing. $PUMPCADE launched as a fair launch with a fully circulating supply, zero emissions, and a USDC-funded buyback-and-burn Value Engine, meaning every dollar of platform usage mechanically reduces supply with no dilution offsetting it. Institutional allocations from the $5M seed are locked through May 2027, keeping near-term supply pressure off the table. Monte Carlo modeling produces a base case median of ~$0.071 (~2x) and a bull case of ~$0.877 (~25x) contingent on viral adoption, with the entire thesis hinging on whether post-mainnet usage materializes to spin the burn engine. The group recommended a 3.0 ETH Buy, funded by rotating out of $SYRUP and $ETH into a higher-asymmetry, catalyst-stacked position.
Shoutout to Mateusz, Braydon, and Salem for an awesome pitch!
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May 19
Back with another prediction as an analyst with the @oregonblock prediction market team
My call: Strategy does NOT sell any Bitcoin by May 31st.
The thesis comes down to three things:
1. Strategy is sitting on a $2.25B cash reserve, more than enough to cover the end of month STRC dividend payment (~$80-100M). There is zero liquidity pressure forcing a sale. Saylor even laid out the funding hierarchy on the Q1 call: cash reserve first, preferreds second, Bitcoin last.
2. In the last two weeks alone, Strategy bought 25,400 BTC for ~$2B, funded almost entirely through STRC preferred stock issuances. The "willingness to sell" was a policy statement, not a plan. Their actions say accumulate, not distribute.
3. Gut feel — Saylor isn't selling here. BTC is hovering right at their $75,700 cost basis with weak market sentiment. Selling at break even, in a soft tape, two weeks after a $2B buy? Bad look, bad optics, bad timing. He waits.
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May 6
Excited to share my first prediction as an analyst with the @oregonblock prediction market team
My call: BTC is more likely to reach $90K in the next two weeks than fall back to the $70K zone.
The thesis comes down to three things:
1. BTC just broke out of its multi-month ascending trading channel and is pressing right up against the 200-day EMA (~$82,228). The breakout itself signals momentum shifting bullish, and a daily close above the 200 EMA flips the regime entirely. These breakouts tend to accelerate, so $90K isn't a stretch.
2. Middle East de-escalation. Iran responded to the US peace proposal Sunday and looks to wind the conflict down. BTC follows global macro — this is a tailwind.
3. Got a gut feelin (I’m a perma bull)
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