258 Photos and videos
Touch Grass Podcast retweeted
Jun 10
Humans of Hyperliquid Ep 2
New Episode with @nobraintrader1
We discuss:
- Hyperliquid growth story
- Trading lessons from the last bear market
- Crypto seasonality strikes again
1:05 - NBT's intro to crypto and background
2:57 - Trading crypto for the last six months
4:23 - HYPE outperformance
7:50 - Building conviction in bear markets
10:23 - When NBT first discovered Hyperliquid
13:23 - Hyperliquid's real competition
16:15 - Binary options/outcome markets
19:45 - Importance of a mobile app
24:48 - HYPE S3
26:33 - Bear market rallies
32:35 - How NBT trades short-term trends
37:24 - BTC price action
39:48 - ETH short hedge
43:17 - Future of Solana
46:31- Recovering from big losses
50:00 - Summer trading plan
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Touch Grass Podcast retweeted
Jun 8
Hashtro lets you trade your daily horoscope (initially launched Feb 2026 with over 300 users in 7 days)
bringing @tryhashtro back with a v2 soon (and more games)
Vive la Perps (on Solana)
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Manual execution is your edge over the hedge funds.
Trizzy on why retail traders actually have an edge over hedge funds in this market
"TA has never changed, the same profitable strategy still works to this day. But to be profitable in this market, you can't trade automatic. You're not trading entry, stop, TP anymore using that RR tool and actually making money. It's so rare to have an edge trading like that now"
"The hedge funds and prop firms that came in, they can't use manual execution, they're in positions too large to exit right away. So you have an advantage, you can exit whenever you want. A winning trade is a winning trade, sometimes I'll take 1K points off a fast move. You now have to actually understand what the price action means in the moment"
Jun 2
New Episode w @ImTrizzy
We discuss:
- Pure price action trading
- Bear market comparisons
- Positioning for the summer
And much more!
0:53 - Trizzy's intro to trading
1:28 - Adapting to new market conditions
3:55 - Progression as a trader
4:43 - Bitcoin volatility and the last 6 months PA
10:05 - Predicting the market meltdown in January
11:43 - Trizzy's trading style
15:34 - Price action is never random
18:15 - Less is more during the summer time
20:00 - Use prop trading to your advantage
22:34 - Dealing with big losses
24:42 - How Trizzy finds winning setups
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Thanks for having me on the newest episode @touchgrass_pod
Always a pleasure to go over the markets 🫡
Jun 2
New Episode w @ImTrizzy
We discuss:
- Pure price action trading
- Bear market comparisons
- Positioning for the summer
And much more!
0:53 - Trizzy's intro to trading
1:28 - Adapting to new market conditions
3:55 - Progression as a trader
4:43 - Bitcoin volatility and the last 6 months PA
10:05 - Predicting the market meltdown in January
11:43 - Trizzy's trading style
15:34 - Price action is never random
18:15 - Less is more during the summer time
20:00 - Use prop trading to your advantage
22:34 - Dealing with big losses
24:42 - How Trizzy finds winning setups
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"If you have a main account under 10K, you probably should just get a job."
Trizzy on why most traders don't have enough money to even let themselves win
"I don't think props should be used as your main account, a lot of people get that wrong. I'm using props to tag on risk to my main accounts. Most people trade with not enough money to even let themselves win"
"When I first started with a 1-2K account you just end up rinsing it, you're not even giving yourself a chance to win. If you're risking 20-30% a trade, even if you're the best trader in the world, you're not giving yourself a chance. You need a good amount of capital to make money"
Jun 2
New Episode w @ImTrizzy
We discuss:
- Pure price action trading
- Bear market comparisons
- Positioning for the summer
And much more!
0:53 - Trizzy's intro to trading
1:28 - Adapting to new market conditions
3:55 - Progression as a trader
4:43 - Bitcoin volatility and the last 6 months PA
10:05 - Predicting the market meltdown in January
11:43 - Trizzy's trading style
15:34 - Price action is never random
18:15 - Less is more during the summer time
20:00 - Use prop trading to your advantage
22:34 - Dealing with big losses
24:42 - How Trizzy finds winning setups
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Touch Grass Podcast retweeted
Jun 2
New Episode w @ImTrizzy
We discuss:
- Pure price action trading
- Bear market comparisons
- Positioning for the summer
And much more!
0:53 - Trizzy's intro to trading
1:28 - Adapting to new market conditions
3:55 - Progression as a trader
4:43 - Bitcoin volatility and the last 6 months PA
10:05 - Predicting the market meltdown in January
11:43 - Trizzy's trading style
15:34 - Price action is never random
18:15 - Less is more during the summer time
20:00 - Use prop trading to your advantage
22:34 - Dealing with big losses
24:42 - How Trizzy finds winning setups
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"If I tell you this is backed by 800K Bitcoin, but I'm not going to sell it, then from a credit side, they are not going to underwrite it as a four times or like a 25% LTV."
@kevinlhr88 from @saturn_credit talks about Saylor selling Bitcoin to buy more and the potential impact on markets
"I think there's going to be a lot of volatility between the MicroStrategy stock and the Bitcoin price... MNAV goes from two to maybe -0.5"
"For STRC shareholders, this is actually very good because it shows that Saylor is committed to paying the dividend as well as keeping the peg."
"It's also not healthy for the market to bank on Saylor to never sell, right? So it's overall a net positive thing to the market."
May 11
New Episode w @kevinlhr88, founder @saturn_credit
Saturn announced their $2M seed round led by The Spartan Group last week
We Discuss:
- Rapid Growth of STRC and demand in Asia
- Saylor, Strategy and why they might sell Bitcoin
- Saturn Gravity Points and DeFi Integrations
1:21 - Kevin's fundraising experience
3:34 - where is Saturn's demand coming from?
6:45 - understanding @Strategy and perception w diverse investor categories
10:40 - Saturn's DeFi integrations w Pendle and Strata
12:50 - understanding why Strategy might sell Bitcoin
19:09 - current state of Strategy
22:13 - Kevin's founding story
24:19 - reception to rapid growth of STRC
26:14 - Kevin's relationship w @saylor
27:27 - understanding risks associated w Saturn
29:10 - Saturn's Gravity Points
30:17 - Saturn's future roadmap and vision
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Touch Grass Podcast retweeted
Jun 1
this week, on our ongoing crypto VC and investor series
we will be hosting -
> @MikeZajko, Founder of Lattice Fund
> @djchaudhry_, Founder of Paper Ventures
> @amitm_eth, Partner at Borderless
only on the @touchgrass_pod!
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Touch Grass Podcast retweeted
May 31
Every bull market is followed by a bear market, but tech keeps evolving through every cycle.
Hear from our CEO @_annabellehuang on the @touchgrass_pod with @rachit as she shares her journey, discusses today's industry bottlenecks, and explains the vision behind Altius.
May 29
New Episode w @_annabellehuang
We discuss:
- Quants building high-performance blockchains
- State of RWAs
- Fundraising in bear markets
And so much more!
0:39 - Annabelle's background at Amber Group
3:32 - Thesis behind starting Atlius
5:45 - How quant finance translates to blockchain infra
7:58 - Building hybrid systems to push the limits of performance
11:43 - Why TPS is not accurate enough to measure speed
12:56 - Difference in Hyperliquid and Solana wrt execution
18:50 - Use-case driven optimization
20:42 - Bottlenecks to scale RWAs
24:57 - #1 advice to fundraising
27:52 - Roadmap ahead for Atlius Labs
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Touch Grass Podcast retweeted
May 30
ty @mango_ for having me on - great episode elaborating on the Sunrise mission and our listing process
im super pumped for everyone to see what we have in store for the month of June - more soon!
the sun is rising 🌅
Exploring Solana Ep. 19: @sunrisedefi
@solana is quickly becoming the EVERYTHING chain, with strong growth metrics across multiple venues & sectors this year. Sunrise, the token listing gateway, is a key player.
I met with @rachit to talk about their vision and what’s next 👇
00:00 Intro & What is Sunrise?
01:28 From venture to Wormhole to Sunrise
02:10 Wrapped tokens vs native minting, why it matters
04:28 Sunrise as a listing gateway, not just a bridge
09:00 The MON listing that started it all
13:50 $500M in monthly volume and growing demand
18:45 What criteria Sunrise uses to pick listings
22:00 From crypto native tokens to RWAs and IPOs
27:45 Sunrise is Solana only. Any plans to expand?
30:00 Bear market
35:30 Biggest misconception about Sunrise
38:03 Biggest milestone for 2026
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Touch Grass Podcast retweeted
May 29
New Episode w @_annabellehuang
We discuss:
- Quants building high-performance blockchains
- State of RWAs
- Fundraising in bear markets
And so much more!
0:39 - Annabelle's background at Amber Group
3:32 - Thesis behind starting Atlius
5:45 - How quant finance translates to blockchain infra
7:58 - Building hybrid systems to push the limits of performance
11:43 - Why TPS is not accurate enough to measure speed
12:56 - Difference in Hyperliquid and Solana wrt execution
18:50 - Use-case driven optimization
20:42 - Bottlenecks to scale RWAs
24:57 - #1 advice to fundraising
27:52 - Roadmap ahead for Atlius Labs
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Touch Grass Podcast retweeted
May 28
i’ve always wanted to run a venture studio and have envisioned this being the next step for the touch grass podcast
i.e. live alongside 2/3 developers and build moonshot projects (with AI and vibe coding, I’m also able to contribute significantly now) similar to @tryhashtro
thinking additional perks would be that i pay for housing, food, gym etc etc
been interviewing many developers recently and looking to chat w more folks who are happy to re-locate and want to lock in
dm me
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Touch Grass Podcast retweeted
May 26
we had Alan from Railgun last year to chat about all things privacy
$RAIL is also repricing right now with the privacy narrative in full swing. One thing I found interesting is how TVL works in privacy and how it's completely different from that of a DeFi protocol
a must-watch if you're just diving into Railgun
"The protocol does something like $300 to $600 million in transaction volume a quarter"
@tsu_kareta, on the @touchgrass_pod last year December, explains how TVL works in a privacy protocol like @RAILGUN_Project
"What's happening mechanically is that users are depositing into a private address within the smart contract. They have their own private safe, and they can put money in it and transact"
"Privacy and TVL go hand in hand. I'd argue the moat for these contracts is that over time this compounds on itself- as the TVL grows, as the transactions grow, that privacy set increases."
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"The protocol does something like $300 to $600 million in transaction volume a quarter"
@tsu_kareta, on the @touchgrass_pod last year December, explains how TVL works in a privacy protocol like @RAILGUN_Project
"What's happening mechanically is that users are depositing into a private address within the smart contract. They have their own private safe, and they can put money in it and transact"
"Privacy and TVL go hand in hand. I'd argue the moat for these contracts is that over time this compounds on itself- as the TVL grows, as the transactions grow, that privacy set increases."
23 Dec 2025
privacy is back with @tsu_kareta from @RAILGUN_Project 🛤️🔫
in this episode of the @touchgrass_pod, i and @24_gutta sat down with Alan to talk about
> what is a zero zk address: efficient, cheaper and private than a 0x address
> alan's journey in the space
> integrating privacy tools into real-life projects
> privacy is gaining market share
and much more!
key timestamps -
0:55 - alan's intro: from trading to defi to privacy
3:04 - the journey of Railgun from 2021 to today
8:02 - how growing TVL strengthens security layers
11:01 - the #1 moment when it clicked: the beta contracts working
13:41 - user cohorts & demographics
15:12 - finding out vitalik uses railgun
17:29 - why talking about privacy is easier now (what happened to privacy in 2022 ?!?)
21:39 - what it’ll actually take for people to use privacy tech
25:47 - which wallets might integrate privacy first
27:42 - why "boring" tech wins adoption
29:00 - 2026 focus - railgun sdk enhancement, railgun reloaded to have more features
34:00 - RFP: payments invoicing app
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Touch Grass Podcast retweeted
May 26
everyone on the timeline talking about Railgun
KG and I had the pleasure of working w the Railgun team back in the day - supporting growth strategies
best day at the job was when Vitalik started publicly using Railgun lol
learn more about Railgun from @tsu_kareta, only on the @touchgrass_pod!
23 Dec 2025
privacy is back with @tsu_kareta from @RAILGUN_Project 🛤️🔫
in this episode of the @touchgrass_pod, i and @24_gutta sat down with Alan to talk about
> what is a zero zk address: efficient, cheaper and private than a 0x address
> alan's journey in the space
> integrating privacy tools into real-life projects
> privacy is gaining market share
and much more!
key timestamps -
0:55 - alan's intro: from trading to defi to privacy
3:04 - the journey of Railgun from 2021 to today
8:02 - how growing TVL strengthens security layers
11:01 - the #1 moment when it clicked: the beta contracts working
13:41 - user cohorts & demographics
15:12 - finding out vitalik uses railgun
17:29 - why talking about privacy is easier now (what happened to privacy in 2022 ?!?)
21:39 - what it’ll actually take for people to use privacy tech
25:47 - which wallets might integrate privacy first
27:42 - why "boring" tech wins adoption
29:00 - 2026 focus - railgun sdk enhancement, railgun reloaded to have more features
34:00 - RFP: payments invoicing app
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RoboStrategy is at 400% NAV premium, the demand signal is strong, Deus is the flywheel on top
Mauricio from XMaquina, on why closed-ended Robotics exposure is trading at a premium and Deus is the open market infrastructure layer on top.
"We spoke to Andrew Kang two years ago when we started building this. We exchanged notes and we've both seen that this is kind of obvious."
"RoboStrategy's NAV was at a 400% premium as of May 16th, multiple of 5x to NAV. That's a really strong signal."
"With Deus, NAV exposure is only part of the ecosystem. The RCM protocol lets you tokenize and trade asset-specific sub-DAOs, trading fees accrue back to the DAO. It's a growing economic flywheel rather than just a closed-ended fund."
May 25
New Episode w @ZolKilla and @dharmafibot from @xmaquina
We Discuss:
- Robotics Capital Markets
- Understanding XMAQUINA DAO mechanics
- Advancements in the broader Robotics space
0:40 - founder background XMAQUINA thesis
6:45 - naming the project "XMAQUINA"
8:12 - forming robotics capital markets
12:11 - understanding the XMAQUINA DAO structure
16:18 - sourcing deals for the XMAQUINA DAO
18:54 - DAO governance and investment decisions
28:04 - the intersection of robotics and crypto
30:10 - whats actually happening in the broader robotics space
33:39 - thoughts on Robo Strategy (shoutout @Rewkang)
37:10 - wen TGE?
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Touch Grass Podcast retweeted
May 25
Mauricio from XMaquina on why crypto needs to solve robotics ownership before it's too late
"Let's use the Teslas. Autonomous Teslas that are driving around Austin right now. There's no more drivers. Those are all owned and operated by Tesla. If they become the top taxi service in the US, they're going to control that whole market. It's a monopoly"
"We have to build models where people can plug in their machines to existing systems. Maybe you pay like a service fee, like 20% of all revenue to the company who's managing and putting you into that system. We got to create an open machine economy"
"Universal basic ownership is much better, where instead of them giving you just money, you're able to acquire some of the assets that are working in your city, in your community, and still be kind of sovereign. We don't want to own nothing and be happy"
May 25
New Episode w @ZolKilla and @dharmafibot from @xmaquina
We Discuss:
- Robotics Capital Markets
- Understanding XMAQUINA DAO mechanics
- Advancements in the broader Robotics space
0:40 - founder background XMAQUINA thesis
6:45 - naming the project "XMAQUINA"
8:12 - forming robotics capital markets
12:11 - understanding the XMAQUINA DAO structure
16:18 - sourcing deals for the XMAQUINA DAO
18:54 - DAO governance and investment decisions
28:04 - the intersection of robotics and crypto
30:10 - whats actually happening in the broader robotics space
33:39 - thoughts on Robo Strategy (shoutout @Rewkang)
37:10 - wen TGE?
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638
Touch Grass Podcast retweeted
May 25
New Episode w @ZolKilla and @dharmafibot from @xmaquina
We Discuss:
- Robotics Capital Markets
- Understanding XMAQUINA DAO mechanics
- Advancements in the broader Robotics space
0:40 - founder background XMAQUINA thesis
6:45 - naming the project "XMAQUINA"
8:12 - forming robotics capital markets
12:11 - understanding the XMAQUINA DAO structure
16:18 - sourcing deals for the XMAQUINA DAO
18:54 - DAO governance and investment decisions
28:04 - the intersection of robotics and crypto
30:10 - whats actually happening in the broader robotics space
33:39 - thoughts on Robo Strategy (shoutout @Rewkang)
37:10 - wen TGE?
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Touch Grass Podcast retweeted
May 22
Two moats matter in stablecoins: TRUST if you own the user, LIQUIDITY if you serve businesses.
Wyatt of Castle Island Ventures on the two completely different moat's stablecoin businesses need depending on who they actually serve.
"Owning the end user is really valuable. You develop a trust relationship with your user which makes it difficult to disintermediate."
"The most valuable thing they built is that audience. They can tap into that audience and cross-sell other offerings or bring in other integrations."
"In the AI era, digital trust is becoming something we're all very concerned about. If you're comfortable with a product and have a trust relationship, it's going to be sticky."
"If you're a clearing house, the number of parties integrated and the amount of liquidity flowing through dictates the staying power you have in market." On prediction markets, he adds: "Liquidity probably becomes the moat above anything else."
May 21
The Crypto Fundraising Landscape
New Episode w @wyatt_khos from @CastleIslandVC
We discuss:
- Changing Appetite for Equity Investing in Crypto
- Stablecoin and Cybersecurity Businesses
- Survival of the Fittest for Crypto Venture Funds
0:34 - Wyatt and Castle Island Ventures' background
2:58 - Evolution of Crypto Investing since 2023
6:08 - Equity vs Token investing
9:33 - investing in the Stablecoin category since 2020
12:00 - understanding moats w Stablecoin businesses
14:30 - AI's impact on earlier stage teams
17:49 - concentration of funds in specific verticals(?)
21:07 - will we see a decrease in crypto funds this cycle(?)
26:07 - extremely bullish on Cybersecurity
29:20 - Castle Island Venture Winners
30:11 - "are there any missed deal opps that keep you up at night?" (@jito_sol)
31:27 - #1 advice to founders raising in the current environment
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Touch Grass Podcast retweeted
May 22
"We're definitely not expecting value to grow on both sides"
Wyatt of Castle Island Ventures on how they classify every deal as either a token business or an equity business
"Typically we are expecting a company to be a token based business or an equity based business. We're not sitting in the middle saying this one could go either way"
"The form factor for a lot of those token businesses will be a SAFE plus token warrant. It's an effective structuring methodology. But we're not expecting value to accrue on the equity side of that"
"There are some folks who look at it that way. We don't. Maybe they end up pivoting and it becomes an equity business. But we are not sitting in the middle"
May 21
The Crypto Fundraising Landscape
New Episode w @wyatt_khos from @CastleIslandVC
We discuss:
- Changing Appetite for Equity Investing in Crypto
- Stablecoin and Cybersecurity Businesses
- Survival of the Fittest for Crypto Venture Funds
0:34 - Wyatt and Castle Island Ventures' background
2:58 - Evolution of Crypto Investing since 2023
6:08 - Equity vs Token investing
9:33 - investing in the Stablecoin category since 2020
12:00 - understanding moats w Stablecoin businesses
14:30 - AI's impact on earlier stage teams
17:49 - concentration of funds in specific verticals(?)
21:07 - will we see a decrease in crypto funds this cycle(?)
26:07 - extremely bullish on Cybersecurity
29:20 - Castle Island Venture Winners
30:11 - "are there any missed deal opps that keep you up at night?" (@jito_sol)
31:27 - #1 advice to founders raising in the current environment
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