Ray @HindiRay Twitter profile

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@AssalRad

Ray

@HindiRay

1 month

GP talent retention We’re observing a slight increase in turnover among GPs due to competition for talent from crypto projects and crypto native family offices. Talent retention will depend on: 1. Culture A GP's culture is crucial and stems from the DNA of its founders and

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@HindiRay

2 months

A conversation with @JasonYanowitz and L1D's largest position @multicoincap about the alpha in liquid and why we need a vibrant liquid asset management industry in crypto.

Yano 🟪

@JasonYanowitz

2 months

My biggest takeaway from this chat: Crypto is over allocated to venture, under allocated to liquid. That’s about to shift in a big way. @TusharJain_ and @HindiRay

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@HindiRay

6 months

"Most institutional investors have crypto exposure via venture funds but are missing the largest segment of the market: liquid tokens," @multicoincap leads by example here, it’s time for more liquid, fundamentals-focused hedge funds! @L1D_xyz is continuously deploying, get in

The Block

@TheBlock__

6 months

Multicoin Capital's hedge fund has grown 9,281% since 2017, investor note shows

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@HindiRay

5 months

All valid points and the challenge is to educate institutional investors on those. The reality is that the rebalancing will take place once investors discover the value of liquidity in crypto (yes at the expense of MTM... no free lunch) but most importantly as they chase past

THE CMS

@cmsholdings

5 months

Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market

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@HindiRay

17 days

Operations guide by @L1D_xyz for liquid crypto managers to onboard institutional investors. tl;dr - Institutional investors do not underwrite operational risk. It’s the non-negotiable part of their investment process - Optimising operations for speed to market is a big mistake

L1D

@L1D_xyz

17 days

How to launch a Crypto Hedge Fund FTX, hacks, blowups, liquidations — last cycle showed that even top-performing funds can collapse due to bad operations. We're open sourcing a comprehensive guide on how to launch a liquid crypto fund successfully.

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@HindiRay

1 year

Can't wait for us to back the most committed founders and managers still building

L1D

@L1D_xyz

1 year

We have officially raised our second venture fund with an incredible investment team behind it, including @a_miloski @f_s_y_y @lakejynch @0xLouisT @HindiRay @nadahalli and co. If you are building protocols and products that change the future with cryptography, please reach out!

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@HindiRay

4 months

The team behind @bio_xyz is exceptional. This could be big for DeSci.

BIO Protocol

@bioprotocol

4 months

You ready? 🦠 Join us Thursday:

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@HindiRay

4 months

AUM growth mostly generated through performance rather than capital raised. That’s the power of fundamental liquid token investing!

Arthur

@Arthur_0x

4 months

I started investing in crypto with less than $100k portfolio. Decided to launch DeFiance as DeFi focused fund in Jan 2020 with <$2m capital + commits. March 2020 happened, paused the plan. Finally launched DeFiance post DeFi summer given the validation with less than $20m.

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@HindiRay

27 days

A highly recommended piece from Tejaswi our Research Partner @L1D_xyz on bridging Bitcoin.

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@HindiRay

3 months

Liquidity is one of the most important features in crypto. A thread on how to address it the right way.

0xLouisT

@0xLouisT

3 months

Thread: Extensive Guide on Market Making for Crypto Founders 🧵 Ever wondered how to navigate the murky waters of market making? Here's a comprehensive guide on how to avoid getting screwed by market makers. 👇

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@HindiRay

1 year

Lido write-up from one of the managers we highly respect.

Arthur

@Arthur_0x

1 year

Just published our latest writing on @LidoFinance Lido Finance- The Most Liquid Staking Protocol

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@HindiRay

2 months

100%. carry trade unwinds are in most cases positive for start-up funding. Carry trades typically absorb capital away from productive investments. As an extreme example, the Lebanese carry trade (or rather ponzi) unwind, while disastrous for the Lebanese has triggered a well

toly 🇺🇸

@aeyakovenko

2 months

Oh boy. Look, I have zero clue about the great Japanese carry trade. All I know is that if it’s really the end of the world, every startup founder needs to double down on: 1. Figure out the core features that your power users love 2. Iterate and make your power users delighted

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@HindiRay

8 years

David Dredge on @RealVisionTV , Correlation between rates and equities is your main risk! AWESOME interview!

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@HindiRay

8 months

A great podcast (in French) about @zama_fhe . Proud of my cousin

Rand Hindi

@randhindi

8 months

Latest podcast with @CoulissesDuWeb3 about FHE and @zama_fhe (in French): #fhe #web3 #deeptech

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@HindiRay

8 months

Aspiring crypto hf managers should study this case thoroughly. @Arthur_0x and team's unwavering commitment to fiduciary duty is an inspiration. They deserve to prevail.

wassielawyer （哇西律师）

@wassielawyer

8 months

1/ A decision relating to @DeFianceCapital 's lawsuit against 3AC in Singapore has just been made public and contains some interesting points around the treatment of cryptoassets and trust relationships. For context, I have been working with @Arthur_0x on this for the past year.

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@HindiRay

8 months

Don't skimp on security!

jake

@lakejynch

8 months

1/ How should a team budget for security? I’m going to attempt to answer this even though it’s a controversial question, subjective, and, most notably, I am conflicted as I have my fingers in this pie, so, as always, take my opinion with a grain of salt.

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@HindiRay

2 months

@Pr00fofsteak @JasonYanowitz @multicoincap thanks! you are right that crypto operational infrastructure is still fragmented specially compared to the PB and "hedge fund hotels" models in Tradfi HFs. The counterparty risk mitigating solutions such as HRP and Clearloop (fyi L1D is invested in Copper) are growing fast but we

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@HindiRay

6 years

I am on stage as a speaker at #CryptoSummit October 28th-29th in Zurich. Get a 20% ticket discount with my personal code RayHindi - See you there!

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@HindiRay

8 years

Subscribed to @RealVisionTV a week ago, now hooked! Great content...

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@HindiRay

8 years

DOD, Silicon Valley team up on 'lean startup' approach -- Defense Systems

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@HindiRay

4 years

Very excited about L1D's participation in the latest $12M round of @dapperlabs / Flow alongside our good friends at GreenfieldOne and @BlockTower and other great investors. #crypto #gaming #nbabasketball #digitalcollectibles #NFTs #mainstreamadoption

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@HindiRay

6 years

PayPal confirms that it is buying payments startup iZettle for $2.2B in an all-cash deal via @techcrunch congrats @iZettle

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@HindiRay

4 years

@alialsalim Ali my friend, you know how much respect i have for you but No! cant let you blame this on usd liquidity... and give our massively corrupt politicians and central banker a pass... sorry but the country is where it is because of unforgiving mis-management and people are suffering.

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@HindiRay

3 years

@Darrenlautf Base comp should be at the upper side of that range, they should be part of a carry points program and most importantly be part of the GP's cap table. Every member of the L1 Digital team is a shareholder. The last part is really powerful... only way to build a long term business

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@HindiRay

1 year

@MikeBucella the entire team is humbled by this... 🙏

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@HindiRay

7 months

IOs & POs in crypto… excited about this one

L1D

@L1D_xyz

7 months

Excited to finally announce our investment in @pendle_fi through an OTC transaction last December!🚀🌚 We’re here to back Pendle's vision of unlocking interest rate derivatives for everyone. Here are our thoughts on Pendle & the evolving DeFi landscape:

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@HindiRay

5 years

Way to go @trspalding and team. Congrats!

Flexa

@FlexaHQ

5 years

Check out how easy it is to buy Litecoin on an @NCRCorporation #selfcheckout machine! #NRF2020 @NRFBigShow @SatoshiLite @johnkim77

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@HindiRay

17 days

@MapleLeafCap More liquid fund launches and we spend less time on ops and more time on identifying a sustainable edge. Thinking this might help a little.

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@HindiRay

6 months

@KyleSamani @multicoincap @L1D_xyz 🫡

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@HindiRay

2 years

A new member joining @L1Digital_ from @GoldmanSachs . Talent migrating into crypto continues to accelerate...

L1 Digital Nabs Goldman Sachs Banker

L1 Digital brings in an asset manager from Goldman Sachs Geneva office to serve clients interested in digital assets.

www.finews.com

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Ray

@HindiRay

8 years

Jerry Haworth great as usual. #longvol #tailrisk with @RaoulGMI on @RealVisionTV

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@HindiRay

8 years

PSD2: What is it and why does it matter? via @transferwise

PSD2 Explained: What is it and why does it matter?

What is PSD2? PSD2 is the second Payment Services Directive, designed by the countries of the European Union. It could revolutionise the payments industry,...

wise.com

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Ray

@HindiRay

7 years

Best interview for me on @realvision . Would be nice to see @AlderLaneeggs as head of SEC one day... Fascinating strategy...indeed only a few can apply such an approach #shortseller .

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Ray

@HindiRay

1 year

@Arthur_0x 🙏 back at you 😉

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@HindiRay

4 years

Finally the international media paying attention. It would be nice to see the international community side with the people and stop recognizing the government as a legitimate one. It would be great if this would start with @EmmanuelMacron 's visit but sadly dont have high hopes..

Connect the World

@CNNConnect

4 years

In Lebanon, many ills have one cause: corruption.

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@HindiRay

17 days

@CryptoDeFiGuy Thank you! Our ops team has witnessed the things that can go wrong during the GFC and in crypto, some were truly painful and there is no need to repeat them

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@HindiRay

8 years

Thiel Capital's Phin Upham on their #fintech investments

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Ray

@HindiRay

5 years

Amazing podcast with @ali01 on crypto one of the best i have heard in a while. a16z Podcast: Five Open Problems Toward Building a Blockchain Computer by a16z on #SoundCloud

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Ray

@HindiRay

8 years

Allocation to #vc increased to close to 17%. Some gd co-investments as well.

Dan Morehead

@dan_pantera

8 years

Yale Made 93% a Year on Venture Capital in Past Two Decades via @technology

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@HindiRay

6 years

Good one !

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Ray

@HindiRay

5 years

@faysalitani Hahaha love it!

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Ray

@HindiRay

8 years

New Zealand claims a world-first with a drone pizza delivery service. via @technology

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Ray

@HindiRay

8 years

#hedgefunds #mergerarb #inversiondeals : some names keep coming up.

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@HindiRay

7 years

@alialsalim He set up a firm called Arena, ex-colleague of mine joined him day 1.

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@HindiRay

1 year

@sethpriebatsch @L1Digital_ thank you! have a feeling @GromaCorp will have a big dent on that fund 😀

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Ray

@HindiRay

6 years

Verifly's new app: Episodic and on demand insurance product!

Thimble

@Thimble

6 years

We launched a new app today, Verifly—General Liability. It’s a separate app which allows you to purchase bite-sized Commercial General Liability policies from an hour to a full month. Policies starting at $5 – no annual contracts. Learn More:

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@HindiRay

9 years

Palantir buys Y Combinator alumnus Kimono Labs via @svbizjournal

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Ray

@HindiRay

1 year

@AviFelman Thank you for giving us the opportunity to ramp-up into the space during those challenging times!

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@HindiRay

6 years

Big deal! #crypto #institutionalinvestors #smartmoney

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Ray

@HindiRay

4 years

In the current macro regime very probable trigger for mass consumer adoption with @anchor_protocol and @terra_money

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Ray

@HindiRay

17 days

@tzedonn We need more liquid funds and institutional allocations and it all starts with ops.

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Ray

@HindiRay

9 years

The calm in markets may be short-lived via @BV

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@HindiRay

7 years

wow! great line up of investors!

redalpine

@redalpine

7 years

...Guess who just closed a record round of $160m?! 💥 Huge congratulations to our portfolio company @n26 on these tremendous achievements!🚀 Read more about it in our Blognews!

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Ray

@HindiRay

6 months

tell them who's classic @MikeBucella !

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Ray

@HindiRay

8 years

Mental willness by @ChristianWehbe via @youtube

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Ray

@HindiRay

5 years

Crypto service providers constantly reducing operational risks and enabling managers to serve institutional investors #custody #walledgarden . Regulated Crypto Arb Fund Raises $50 Million

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@HindiRay

4 years

Looking forward to the Flow launch... #layer1 #NFTs #Gaming . A Deep Dive Into Flow: The Blockchain for Open Worlds

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@HindiRay

5 years

@jsblokland Switzerland has been in the store of value business since the GFC... locked a 10yr chf mtgage at 1.2% a few years ago and thought it was a steal... now one can get it for 68bps shows the perceived risks out there and the potential for crypto

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Ray

@HindiRay

6 years

"when future historians look back at Argentina’s 100-year bond, it will probably look like the bond market’s equivalent of the ..." Argentina’s plea for IMF help is a reminder of global fragility via @financialtimes

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@HindiRay

7 years

A piece by Russell Clark at Horseman Capital explaining the consequences of a crypto correction on global volatility. The historical correlation benefits would disappear. Interesting view...

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@HindiRay

2 years

Looking forward to this! #rpc #privacy

L1D

@L1D_xyz

2 years

We're looking forward to host a RPC & privacy round table with key builders in the space, Monday Dec 12th @ 1pm ET! Featuring @SCBuergel - @hoprnet , @o_rourke - @POKTnetwork and Sam - @foldfinance