Reimagining capital markets
Here, Now
Joined February 2024
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David retweeted
The Mayflower wasn't a ship full of explorers chasing gold. It was a ship full of people who'd given up on a system that couldn't be fixed from the inside.
Before they landed, they wrote the Mayflower Compact. Forty-one signatures binding them to rules they made themselves, enforced by nothing but the document itself. No crown. No court. No appeals process.
The contract held because the math of survival required it to. That's the bet we're making. Markets that hold their contracts without anyone's permission. Floors that exist because the code says so, not because a foundation promises so.
A protocol where the rules are the rules, and they apply to everyone equally.
The Pilgrims didn't pick the Mayflower because it was the prettiest ship in the harbor.
They picked it because it was the one that could carry them through.
Same idea. New ocean.
For those watching the magic unfold at @risedotrich,
here's a look under the hood.
David retweeted
DeFi is now DeadFi. TVL bleeding everywhere.
@nirvana_fi built something different. Infra for assets with a guaranteed value. Credit against it with no interest, no liquidation, no repayment.
@risedotrich launched the first permissionless launchpad on it. Tokens that can't rug by design.
Onchain markets weren't designed to last. The AVM was.
David retweeted
Onchain sentiment & activity is at multi-year lows because the infrastructure was built for extraction.
The AVM is built for the opposite:
• Unlock obligation-free credit against a permanent floor of liquidity.
• Never sell a token again to realize gains.
No interest. No liquidations. No extraction.
@risedotrich is the first team to build a permissionless launchpad on this infrastructure. This is what the AVM was designed for.
Trenchers, this is the moment you’ve been waiting for. The game is about to change forever.
April 2nd
David retweeted
Crypto asset selection debate in 2026 is just arguing about which cabin on the Titanic has the best view.
They can all lose 90% of their value, then another 90% of their value ad infinitum. Because they're all built on the same fundamentally flawed market structure.
And then there's $ANA
- that can only lose 13.77% of its value from current price
- even if 100% of the supply was sold tomorrow
- Additionally, holding ANA unlocks access to non-liquidatable, interest-free credit instantly
At @nirvana_fi we're not just building a better ship, we're rebuilding the entire ocean.
1/
$ANA is trading ~10.6% above its floor right now.
That unlocks ~89% LTV borrowing.
No interest. No repayment schedule. No liquidation. Ever.
How this works 🧵
David retweeted
Get paid to hold.
No dumping, no bundling, just obligation free credit on your bags.
This is what the trenches were supposed to be. Pure vibes and PvE.
We built the tech. Now you can use it to give any onchain asset a mathematical floor price that no one can break.
Great clip from our @risedotrich demo yesterday
Deployer put in $2.5K.
Never sold a single token.
Profited $31,000 through borrowing alone.
Every trader could still redeem 100% at or above the floor.
Can you even call that extraction?
We're gonna need a new word.
xitter.cf/i/broadcasts/1YGNrZeWm…
First look at R I S E, the first launchpad where every token has a rising floor price and built-in risk-free credit.
You won't want to miss this!
David retweeted
There has to be another way.
Luckily @nirvana_fi has the tech and @risedotrich built the platform.
Launchpad for coins with a programmed floor.
Always liquid, no rugs.
📉REKT: 96% OF PUMP. FUN TRADERS LOST MONEY THIS MONTH
Per @TedPillows, 96% of users who traded @PumpFun tokens this month incurred losses.
The remaining 4% of the profit, he argues, is likely held by insiders and team members with information advantages unavailable to retail investors.
The post has ignited fresh debate around memecoin launchpad culture and whether platforms like Pump. Fun is structurally designed to extract from retail participants.
David retweeted
Memecoin value in general was always based on belief or faith.
Soft, fleeting emotional states that evaporated as quickly as the pint sized liquidity that propped up their obscene valuations.
The “game” has been solved. Hyper efficient extraction has become the meta, and to no ones surprise, the PNL stats are abysmal and getting worse each quarter.
GL solving this problem with “a few tweaks”
For memecoins to have any chance of a full blown revival. The entire structure they’re built on needs to change.
Hardcoded math based solutions.
Removing dependency on humans, LP’s, and belief alltogether.
It’s been built. And it’s going live very soon.
Tune in to Ashram Hours tomorrow for a fascinating interview with the founder from @risedotrich including a live demo that will blow your mind!
The trenches have hit peak despair. @risedotrich is bringing back PvE with their launchpad, powered by @nirvana_fi.
Join @0xSahand @RandomTask555 and @0xEgodz, this Wednesday @ 6:00PM UTC for a very special Ashram Hours.
