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matthuang-1
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matthuang-1
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RWAs = token-wrapped tradfi Treasury Cos = tradfi-wrapped tokens Both are ultimately a form of crypto-tradfi bridge
RWAs = token-wrapped tradfi
Treasury Cos = tradfi-wrapped tokens
Both are ultimately a form of crypto-tradfi bridge
matthuang-1
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Stablecoin supercycle
Stablecoin supercycle
matthuang-1
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure… Congrats @jerallaire
$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure…
Congrats @jerallaire
matthuang-1
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Anyone who already knows me decently well in crypto looking for new roles?
Anyone who already knows me decently well in crypto looking for new roles?
matthuang-1
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
matthuang-1
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IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
matthuang-1
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Welcome @cobie to Paradigm as an advisor He’s always been one of my favorite people in crypto to chat with, so excited to make it official Someday we can convince him to restart UpOnly
Welcome @cobie to Paradigm as an advisor
He’s always been one of my favorite people in crypto to chat with, so excited to make it official
Someday we can convince him to restart UpOnly
matthuang-1
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At Stripe Sessions, @patrickc and @collision skillfully describe the “gale force tailwinds” of AI and stablecoins… Here’s John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe Whole presentation worth watching
At Stripe Sessions, @patrickc and @collision skillfully describe the “gale force tailwinds” of AI and stablecoins…
Here’s John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe
Whole presentation worth watching
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USNonFarmPayrollReport
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🚨 US JOBS REPORT JUST DROPPED — AND IT’S A SHOCKER 🚨 #USNonFarmPayrollReport 🇺🇸 Delayed Data FINALLY Hits… and it’s ugly ⚠️ DOUBLE RELEASE BOMBSHELL 📉 October NFP: -105K (major collapse) 📈 November NFP: +64K (beats est. 50K — but barely) Behind the scenes? 💣 Government jobs CRATERED — -162K federal cuts from the shutdown fallout. Unemployment jumps to 4.6% — a 4-year HIGH 🚨 Cooling isn’t coming… it’s already here. 🔍 What this really means • Private sector survived, but momentum is clearly weakening • 💸 Wage growth is slowing → inflation pressure fading • 🏦 Fed ALERT: Employment now at risk → rate cuts back on the table (2026 narrative strengthens) 📊 Market Reaction 💵 USD slips on dovish expectations 📉 Equities hesitant — uncertainty rising 💥 Crypto watching closely… Weaker jobs = stronger “easy money” storyline 👀 📈 BTC & ETH could benefit as liquidity expectations build for a bullish 2026 runway ⚡ Bottom line: Cracks in the labor market are real… But resilience remains. 🔥 Is this the signal before the Fed pivots? Eyes on the data. Stay sharp. #USNFP #MacroShock #CryptoMacro #AmeerGro 💰 $XRP 💰 $SOL
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