JR | Multicoin Capital
@johnrobertreed
Partner, CMO @Multicoin | Opinions are my own / not a solicitation / not an offer for investment advisory services
11.7K Following 11.1K Followers
The industry is self-organizing and leading. Now is the time for Congress to follow suit.
Love the momentum. Need to keep the foot on the gas.
Exciting time for JTO. Join us next wednesday to hear about everything Jito and JTX
This is a good idea.
The most underrated improvement with geo-aware turbine is that users will get feedback on their UIs faster.
It seems small but 100ms+ is actually quite noticeable and eliminating the long hops would immediately make the UI feel "snappier"
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Hiring an Events Marketer at @altitude.
The right hire thinks like an experience designer, not an event planner.
DMs open.
BREAKING: Clarity Act has officially passed markup
80% chance it becomes law this year
These microstructure developments are extremely meaningful to mms specifically and perps generally.
BREAKING: The CLARITY Act has cleared the Senate Banking Committee @BankingGOP 🇺🇸
Next steps: full Senate vote, House reconciliation, then the President's desk.
At 10:30 ET, the Banking Committee will mark up its portion of CLARITY. Bipartisan negotiation maintained the core growth drivers & the BRCA, while addressing consumer and investor protection priorities of both caucuses. We strongly advocate advancing the bill with a Yes vote.
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Low-Cost. As it should be. @anduriltech @Castelion and disruptive new entrants are showing what’s possible. 🇺🇸💪🚀
Excited to announce the launch of FireBAM! 🔥💥
FireBAM, the Frankendancer-compatible BAM client, is now live on both testnet and early third-party onboarding, expanding BAM as well as the Early Subsidy Program to an additional ~12% of Solana validators!
More on this below. 🧵
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Introducing P-Token: an optimized rewrite of the SPL Token program for Solana, now live on mainnet. Token instructions are about 96% cheaper in compute, freeing 12-13% more block space for the network without altering block limits 🧵
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Solana Developer Platform is now open source.
An API-first enterprise development effort for building and prototyping Solana-powered apps. Full mainnet support is a few months out; self-hosting guide coming in the next few weeks.
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Honest question. If forced to force-rank perp dex value props, what's most important?
Here's my current mental model:
1 - Products / Tickers
2 - Leverage
3 - Depth / Liquidity
4 - Fees
5 - Cross-margining
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Yes, Phoenix is up to 3x cheaper than HL and up to 7x cheaper than Jupiter
It's still in baby shoes, so OI and liquidity depth are far from perfect
and still solana got perps
Update 5:05 PT: The attack has now expanded well beyond @TanStack and @Mistral.
373 malicious package-version entries across 169 npm package names, including @uipath, @squawk, @tallyui, @beproduct, and more.
The malware propagates by stealing your CI credentials and using them to publish new compromised versions.
Full IOCs, affected package list, and detection steps:
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Million dollar idea: Jazz bar named Horn Pub
