Recent Posts
Social•Dec 20, 2025
Understanding Gold's Yield Sources Explained
On oro, where does the yield come from?
By Kyle Samani
Social•Dec 18, 2025
Investors Should Prioritize Business Constraints Over Technical Details
One of the most unintuitive things I’ve learned about investing is that technical DD does not matter beyond understanding something is not violating the laws of physics For any given hard terminal technical problem, some % of engineers will net out...
By Kyle Samani
Social•Dec 17, 2025
LLM Wrapper Lets Users Trade Predictions via Kalshi, dFlow
Product idea LLM wrapper where you can trade against the LLM for prediction markets LLM taps into @Kalshi + @dflow liquidity to bridge to end user
By Kyle Samani
Social•Dec 17, 2025
DeFi Continues to Outperform Traditional CeFi Platforms
outperforming CeFi (context below)
By Kyle Samani
Social•Dec 14, 2025
Solana: The Backbone of Internet Capital Markets
Internet capital markets are built on Solana
By Kyle Samani
Social•Dec 14, 2025
Curating Top Picks From 199 SolanaConf Talks
0/ 199 talks at @SolanaConf Breakpoint 2025 Over the next few days I'll watch all of the ones that catch my interest, and post my favorites as replies in this thread When I'm finished, I'll quote tweet this so you have one...
By Kyle Samani
Social•Dec 14, 2025
Ethereum's Many Clients Slow Pace; Solana's Spark Competition
In Ethereum, many client implementations led to lowest common denominator setting execution pace In Solana, multiple client implementations led to a rivalry in which the client teams compete to beat each other
By Kyle Samani
Social•Dec 12, 2025
On‑Chain Prediction Markets: Shaping Tomorrow’s Decentralized Forecasting
Future of on chain prediction markets
By Kyle Samani
Social•Dec 10, 2025
Vertical Stablecoin Neobanks Set to Proliferate
There will be many vertically focused stablecoin neobanks
By Kyle Samani
Social•Dec 7, 2025
Solana’s Game‑Changing Development of the Past Year
0/ It's Breakpoint week! Me and the entire MCC team will be around. Say hi! Going into Breakpoint, I wanted to share some thoughts on what I think was the most important development in Solana in the last 12 months.
By Kyle Samani
Social•Dec 3, 2025
Connecting Regulated CeFi with Permissionless DeFi
Builder codes Bridging regulated CeFi to permissionless DeFi
By Kyle Samani
Social•Dec 3, 2025
Fin: A Cutting-Edge Business Payments Experience Launching Soon
Fin is one of the coolest business-focused payments experiences I've seen Rolling out soon!
By Kyle Samani
Social•Dec 3, 2025
FWD Launches Proprietary AMM, Now in Testing
Probably the most under appreciated announcement from yesterday’s Investor Update call for @FWDind was that we are building our own prop AMM. It’s in testing now. Powered by Jump and Galaxy Very excited for this. $fwdi (We changed the ticker away from...
By Kyle Samani