◢ J◎e McCann

Hyper-growth

I want to address some changes to our fund structure at Asymmetric and misinformation circulating from a handful of people here yesterday.

Asymmetric’s Liquid Alpha Fund was built for markets defined by high volatility. For years, we stuck by our guns and our strategy delivered - however, that strategy clearly is no longer serving our LPs. We have become Asymmetric by distinguishing ourselves with a relentless commitment to our LPs and our accountability, and our job is to adapt with discipline and build for what’s next.

I’ve notified our LPs that we are shifting away from liquid trading strategies. Investors in our liquid funds have been given the choice to exit (irrespective of any customary lock-up periods) or to roll over available capital into a specific illiquid investment. And I want to stress, since inception, every valid redemption request from Asymmetric’s liquid funds has been honored.

Asymmetric Financial is comprised of multiple investment vehicles, and while the Liquid Alpha Fund struggled this year, our other vehicles have performed. Our venture strategy remains unchanged and unwavering in its commitment to source and support the future of blockchain. We aren’t going anywhere.

Throughout my career in finance, and especially in crypto, there have been plenty of ups and downs to test one's resolve. No investor looks forward to sharing results that aren’t what you’d hoped they would be. But the only way forward is through. It's a remarkable time to back the builders of crypto and invest with a long term view. It takes fortitude to adapt when the market shifts, and we’re deeply grateful to our LPs who remain steadfast partners as we continue to evolve together. No further comment will be given at this time. Back to building.

The latest @coinbase Institutional report covers @bonk_fun

"With Plugins, a Solana perps DEX could implement taker speed bumps, for instance, a feature that has been important in Hyperliquid’s success."

@jito_sol is coming for @HyperliquidX

https://blockworks.co/news/jito-upgrade-block-assembly-marketplace

Lower

Hey @grok who are my top 25 mutuals?

يا إلهي يا @bonk_fun

"إن قيمة TVL التي يستثمرها Solana في السيولة تنمو بوتيرة سريعة للغاية." -- @Syndica_io

Seasonals + Buybacks

The @anza_xyz team is cracked AF

$4T

"CPI is softer on the underlying economy - combination of softer demand and fading effects of prior inflation shock - with a slight boost from tariffs." - Goldman

Tariffs keeping us from going into total deflation.

🤡🤡🤡

بانيكانز BTFO

What's the best site for tracking mNAV's of all the digital asset treasury vehicles?

Who's building this?

16.

The number of consecutive weeks Solana has dominated revenue versus any other L1 or L2.

“Bitcoin is not appropriate for long term investors.” — @Vanguard_Group

“We’re the largest shareholder of $MSTR, which has $75B worth of Bitcoin on its balance sheet.” — @Vanguard_Group

Challenge accepted @LucaNetz