thought developer @AxisFDN
Joined January 2014
- Tweets 5,832
- Following 3,035
- Followers 4,637
- Likes 95,003
267 Photos and videos
Jimmy retweeted
No crying in the casino.
Jun 8
Vibe-coding is just a gambling addiction for SWEs
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Crypto-native markets are not just creating new products.
They are pressure-testing old assumptions about when markets should trade, who gets access, and how quickly risk can move.
The products that survive will be the ones that combine crypto's accessibility with the controls institutions expect from market infrastructure.
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Jimmy retweeted
Jun 2
We’re expanding our investment team in Asia.
CMT Digital is hiring a Research Analyst in Singapore to help source emerging opportunities, conduct technical diligence, and develop investment theses across the blockchain ecosystem.
If you live and breathe crypto and enjoy digging into protocols, onchain activity, and market trends, we’d love to hear from you.
Apply here: linkedin.com/jobs/view/44232…
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The Axis Transparency Dashboard is live.
8 years of strategy in action, visible to everyone. Green days, red days, every metric. This is real transparency - not just for LPs and institutional allocators.
This is the alpha you access with USDx.
Verified by @AccountableData.
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We’re proud to partner with @AccountableData for real-time, independent verification of Axis’ reserves and solvency.
Later this week, we launch the Axis Transparency Dashboard. Get ready to track our delta-neutral, 10-20% APY engine live.
Verifiable. Transparent. Uncorrelated.
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Jimmy retweeted
May 22
big personal update : i have relocated to Singapore 🇸🇬 and will be actively pushing Solana in Asia
over the last few years i have become convinced that this is the asian century
this is confirmed by the fact that majority of trading activity and tvl in crypto is asia based. my goal now is to bring these flows to Solana
looking forward to the meeting everyone here and making singapore my home
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For tokenized assets to settle atomically at fair prices, two problems have to be solved at once: instant exits and synchronized pricing across venues.
Basin is building the credit layer. Axis is building the execution layer.
Both supported by @galaxyhq and @FalconXGlobal.
May 14
RWAs are about to have their stablecoin moment.
Introducing Grove Basin: programmable credit infrastructure enabling eligible tokenholders instant stablecoin liquidity for approved exits from tokenized offchain assets.
Up to $1 bn in committed daily liquidity.
Tap in 🚰
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Stablecoins made payments faster, genuinely. But speed was only ever half the problem.
Someone still has to hold inventory on every venue, every corridor, every hour. That capital didn’t vanish.
It just became someone else’s problem.
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Jimmy retweeted
there's this Chinese tradition of burning paper money to your deceased relatives to send it to the afterlife. it evolved to paper cars and paper houses. I think there's an opportunity to start burning paper gpus. it's unfilial to have your deceased be compute poor.
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Web3 spent the last few cycles optimizing speculative liquidity while completely ignoring settlement liquidity.
Meanwhile, the real world is starving for efficiency. Web2 remittance giants and fintech operators are forced to trap billions in dead "float" on their balance sheets.
We are replacing their expensive bank debt and bond capital with instant, programmable liquidity, providing:
1. Institutional two-way pricing for fintechs.
2. cross-border settlements.
Axis is solving the cross-border, cross-asset float and flow crisis from first principles.
Apr 1
My fireside chat with the CEO of Western Union.
> you crypto people think real time settlement is new
> we've been doing real time settlement for 20 years
> you can go to a WU and send money to your mom in guatemala and it lands in 3 seconds
> but that only happens because I have liquidity pool of $1.5B
> stablecoins are going to give me back that $1.5B
> my stock trades at $2.7B
> I'm going to take that $1.5B and use it to buy back a boat load of my stock
> oh and also, we're going to use stablecoins to give all 100m customers a US dollar debit card aka mini bank account
Stablecoins aren't going to kill Western Union...
They're going to save it.
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United States of Anthropic
Feb 26
it’s official - Anthropic just refused the Pentagon’s demands, dario’s statement is doesn’t fuck around:
- “these threats do not change our position: we cannot in good conscience accede to their request.” - dario
- he described the pentagons efforts to force him to enable claude for mass surveillance and autonomous killing weapons
- dario’s response: mass surveillance is not democratic and Claude isn’t good enough to enable autonomous weapons - we won’t cave
- dario will help governmenr transition to a NEW provider if they choose to blacklist anthropic.
fucking wild - fair play for sticking by their code of honor.
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Jimmy retweeted
Feb 20
"Just making code is not enough"
HSBC argues AI-generated code faces the same wall that kept Indian IT from unseating U.S. enterprise software giants despite decades of exposure, talent and cheap labor.
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Jimmy retweeted
Feb 19
Focus is probably even more important now than taste
AI will 10x your productivity but it will simultaneously hit you with weapons-grade nerdsnipes that consume 90% of your time
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Jimmy retweeted
Feb 19
Every time someone swaps on Pendle or trades on Curve they're creating velocity.
And velocity is what turned on-chain liquidity into the first $100M of AI infrastructure.
The Allo Game is in the books. Level Up starts now.
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