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Kevin Simback 🍷
7,099 posts
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Kevin Simback 🍷
@KSimback
COO @delphi_labs - building + investing in AI and crypto. Ex @IBM, @McKinsey, @CarnegieMellon, reformed CFA
Puerto Rico
hermesatlas.com
Joined March 2015
886
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18.7K
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  • Pinned
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    Kevin Simback 🍷
    @KSimback
    Jun 8
    Article cover image
    Article
    Demand for intelligence is near-infinite, at a price
    I keep coming back to one assumption that only some people are starting to say out loud. The entire buildout - the data centers, the chips, the trillion-plus dollars of committed capital, the large...
    33K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Nov 7, 2025
    Hot take: crypto has mostly lost the plot We were promised the future of finance and what we got was mostly asymmetric gambling games The ironic part is TradFi sees the value of blockchain and is about to commandeer it all “Thanks kids, we’ll take it from here”
    109K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Aug 29, 2025
    Replying to @citrini and @Citrini7
    I was on a flight once where they needed 20 passengers to get off and the bids went all the way up to $10k
    55K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Apr 14, 2022
    1/ Burnout in DeFi/crypto is a real thing. I’ve seen/heard many people lately who have hit the wall mentally and physically. The 24/7 fomo-inducing nature of this industry can wear on even the most hardened professionals, so what to do?
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Jul 7, 2025
    Most crypto networks (L1s/L2s) are only built for crypto devs, and best case scenario a crypto dev builds an app that feels very non-crypto so it can attract non-crypto users Keeta $KTA is the first L1 that is taking an “all developers” approach with its iOS/Android SDKs,
    user avatar
    Keeta
    @KeetaNetwork
    Jul 7, 2025
    Keeta Network: Updated Roadmap We've compiled a list of the seven items that need to be completed before Keeta's main network is released to the public. Consistent updates will be provided as each item is checked off the list. We're getting close! $KTA
    53K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    May 15, 2025
    About 2 months ago I posted in our internal chat about a project called Keeta and that I bought some KTA (up 6x) I've since done a good bit of research on Keeta and have grown even more bullish Some might say I've sniffed the keetamine Below is my summary 🧵on Keeta
    This post is unavailable.
    79K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Oct 6, 2025
    Not going to lie, it's been a tough week for the $KTA community As much as we should zoom out and view this as a longer term play, it's always tough to take a drawdown when the project fundamentals remain so solid The problem was just an expectation mismatch - the community was
    23K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Sep 24, 2025
    Let this sink in: “ Part of the yield generated through $AUSD & $KUSD will be used to buy back $KTA “ Stablecoin flows -> buyback flywheel One of many outstanding partnerships for Keeta!
    user avatar
    Keeta
    @KeetaNetwork
    Sep 24, 2025
    Replying to @KeetaNetwork
    (3/6) Complementing this, Keeta will unveil its own $KUSD—a KYC-compliant USD stablecoin built for institutional demands, supporting verified deposits, source-of-funds traceability, and specialized services like compliant lending, payments, and tokenized asset custody. Part of
    47K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Aug 13, 2025
    I’ve looked at countless startups in and out of crypto for over 20+ years There are signs that I’ve come to recognize, call it pattern recognition The most important sign is when it makes my balls tingle Keeta does it for me, latest example below $KTA
    user avatar
    Hal Crypto
    @haltechster
    Aug 13, 2025
    This is a very important announcement coming out of today's @KeetaNetwork spaces 🗣️ 40% of $KTA (team and early investor tokens) are now assigned as Keeta Inc. equity, meaning they can’t be sold on the open market. This removes any future sell pressure, all confirmed by the
    20K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Aug 29, 2025
    So many are sleeping on $KTA, soon will realize the magnitude of what they’ve been building
    user avatar
    Ty
    Keeta
    @schenkty
    Aug 28, 2025
    $KTA Main net. T-<30 days
    22K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Jul 28, 2025
    Great update post on what @schenkty and the Keeta team have been up to You cannot be bullish enough once you see what they’re cooking $KTA is the ticker
    user avatar
    Syno
    @Syno_0x
    Jul 28, 2025
    1/ Keeta’s community space yesterday might’ve been one of the most alpha packed and info dense X Spaces yet. Keeta isn’t just building it’s positioning itself at the center of both crypto and global finance. A thread 🧵
    24K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Oct 31, 2025
    Here’s my simple breakdown on the markets, why stocks have been outperforming while crypto has lagged, and what to expect both short and long term Stocks have been ripping and for those sitting in crypto it’s been painful to watch (mood shown below) But stocks have largely been
    user avatar
    Kevin Simback 🍷
    @KSimback
    Oct 29, 2025
    Current mood
    46K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Sep 6, 2025
    I really respect the hustle of @schenkty and the Keeta team Not playing typical crypto games, just methodically executing milestone after milestone Great to see them rewarded by getting a coveted Coinbase listing
    user avatar
    Coinbase Assets 🛡️
    Coinbase 🛡️
    @CoinbaseAssets
    Sep 6, 2025
    Assets added to the roadmap today: Keeta (KTA) and Noice (NOICE) coinbase.com/blog/increasin…
    10K
  • user avatar
    Kevin Simback 🍷
    @KSimback
    Aug 6, 2025
    I am still digesting all the news from yesterday’s $GLXY earnings call, but the point that struck me the hardest is Helios expanding from 2.5 to 3.5 GW To put that in perspective - A 3.5 GW facility would not only surpass any single metro area but rival or exceed the entire
    user avatar
    StefanVanderLux
    @stefanvanderlux
    Aug 6, 2025
    $GLXY @galaxyhq #Helios In yesterday's earnings call Galaxy's CIO Chris Ferraro mentioned that Galaxy's 2,7GWs (!) in backlog, which are currently under ERCOT study, are dependant from the new Pitchfork switching station. According to a recent filing by WETT the construction of
    42K

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