Joined August 2021
77 Photos and videos
Justin retweeted
Rain raised $250 million at a $1.95 billion valuation. Lead investor: ICONIQ. Participants: Sapphire, Dragonfly, Bessemer, Galaxy, Lightspeed, Norwest. That's not a crypto fund list. That's a fintech infrastructure fund list. The exact same capital base that funded Stripe, Plaid, and Brex at early stages. Rain builds enterprise stablecoin infrastructure: settlement routing, treasury management, stablecoin-powered payouts for large enterprises that want the economics of stablecoins with the compliance of traditional rails. The thesis they just raised $250M to prove: B2B stablecoin payment infrastructure is a venture-scale business. Here's the data behind that thesis: B2B stablecoin payments grew 733% year over year in 2025. $36 billion annualized. And still less than 0.01% of global B2B payment volume. The total addressable market is measured in quadrillions. The companies building for it are being valued in billions. The race for stablecoin payment infrastructure isn't a crypto trend. It's the biggest fintech race of the decade. Watch the capital allocation. It's telling you exactly where the value lands.
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Justin retweeted
the team at @Solana has been on fire: Western Union CashApp PayPal Stripe Visa
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Most people think of DeFi has just earning some yield. It's more then that though. This is the beginning of financial activity on-chain. Borrow...Lend...Earn all in a variety ways and I'm sure teams are going to continue to think of new creative ways to bring this to users as we continue to evolve. As for Bitcoin on Solana? It's the same Bitcoin as before but now with many more use cases.
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Justin retweeted
How to fix your entire life in 1 tx.
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Jan 19
Okay, I'm building a @solana master list this time (it's big): Bitcoin > @ZeusNetworkHQ Metals > @RemoraMarkets AI > @PlenaFinance Agriculture > @AgriDexPlatform Cards > @Collector_Crypt Pre IPO > @PreStocks Privacy > @theprivacycash Perps > @bulktrade Leverage Pre IPO > @joinearlybird Real estate markets > @Parcl Real estate etf > @RECCFinance Forex > @circle Bonds > @etherfuse Memes > @Pumpfun Insurance > @onrefinance Payments > @humafinance Prediction markets > @Kalshi Uranium > @uraniumdigital_ Lending > @kamino Spirits > @BAXUSco Gold > @orogoldapp Stocks > @xStocksFi Looping > @Loopscale Digital jpegs > @MagicEden Neobank > @KASTxyz ICO > @MetaDAOProject Swaps > @JupiterExchange Hardware wallet > @solflare Wallet > @phantom LP > @MeteoraAG
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Justin retweeted
1 BTC = 1 zBTC 1 zBTC = 1 BTC The difference isn’t value. It’s freedom. One is confined to a slow, expensive blockchain that was never designed for modern DeFi. The other moves freely on Solana - the fastest, most active, low cost, and scalable blockchain. Same Bitcoin. Very different possibilities.
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Justin retweeted
Bitcoin Yield Bitcoin Loans Bitcoin Leverage Bitcoin Collateral Bitcoin Accumulation Bitcoin Capital Markets Bitcoin on Solana.
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If you still have a job, I hope you're buying Bitcoin. The singularity is approaching.
Jan 12
Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code.
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Justin retweeted
Stablecoins aren’t just tokens. They’re an entire technology stack. Issuance. Settlement. Infrastructure. Distribution. And here’s the real shift: Companies are no longer picking a single layer, they’re moving up and down the stack. 👉 New payment-native settlement chains are emerging. 👉 Stablecoin issuance is becoming a product choice, not a side experiment. 👉 Infrastructure is abstracting away blockchain complexity (custody, compliance, cards, orchestration). 👉 Distribution makes stablecoins completely invisible to the end user. The winners won’t be the ones launching yet another coin. They’ll be the ones connecting the stack end-to-end, and moving money instantly, globally, and compliantly. 📷 Source: Norwest
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Justin retweeted
25 Dec 2025
the first private stablecoin is going to be such a cook private transfers hidden balances same ux as normal money big
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Justin retweeted
年内ラスト!Zeusナイト🌃✨ 「ゆくZeus くるZeus」🎅⚡ 2025年をみんなで振り返る「忘年会ラジオ」 感謝の気持ちを込めた「クリスマスプレゼント(抽選)」もご用意🎁🎄 📅 12/23(火) 22:00〜 📍x.com/i/spaces/1OdJrOvBDekxX… 🎙 MC: @aj_wgb & @aki_playaxie 2026年も良い年にしていきましょう⛈
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Justin retweeted
20 Dec 2025
52/ Zeus is bringing all UTXO assets to Solana BTC, BCH, LTC, DOGE, ZEC and more youtu.be/rAH-al0HghQ?list=PL…
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Justin retweeted
20 Dec 2025
distribution is valuation blockchains are not new financial products. they are distribution engines for financial products - in the same way youtube was a distribution engine for content. and as with youtube, the medium reshapes what gets created. once distribution changes, the product itself changes. youtube didn’t just rebroadcast television. it created an entirely new category of content native to its incentives: shorter formats, creator-led economics, algorithm-aware production etc. solana will do the same for finance. it will not simply host replicas of traditional markets dominated by passive flows. it will produce markets optimized for active participation, because crypto’s core user base is active retail, not passive allocators. traditional markets over the last decade were shaped by three forces: passive dominance, low interest rates, and low inflation. that environment mechanically favored long-duration us growth assets. but this regime is breaking. retail is burning out on musical chairs markets where cycles are shorter, liquidity is thinner, and returns are increasingly concentrated into a handful of ai bets. narratives are now infinite. meme coins represent the logical endpoint: pure narrative, zero business. when narratives become abundant, they lose scarcity - and therefore lose value. the natural schelling point is not another story. it is cash flow. as the supply of “growth” assets trends toward infinity - driven by meme stocks/coins and financial engineering - the valuation premium shifts away from distant promises and toward present, verifiable earnings. cash-flow-producing businesses become the new coordination point, not because they are exciting, but because they are scarce and mathematically verifiable. even if valuation premiums don’t accrue to them, investors will be fine to sit on them (v. chase the next narrative trade) because they’re paid to hold it… a positive carry trade we just need to bring more stocks on chain… esp in markets that are hard to access and cheaply valued. eg., the dubai financial market (DFM) trades at a 14 pe while it supports a high growth country and business ecosystem (others in this category are ~2x more expensive) my bet is this is solely because it’s hard to access this stock. you need a local bank account or your broker has to support it. making it trivially accessible via a token will rerate its valuation imo. just like: you’d have more views on a youtube video versus broadcasting on a local tv channel… value businesses will have a higher valuation with more distribution
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Justin retweeted
JUST IN: You can now find the Zeus app in the Discover section under Ecosystem on @solflare ⛈ 💛 Start growing your $BTC with the #1 Solana wallet today!
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