matthuang-1

RWAs = token-wrapped tradfi

Treasury Cos = tradfi-wrapped tokens

Both are ultimately a form of crypto-tradfi bridge

Stablecoin supercycle

$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure…

Congrats @jerallaire

Anyone who already knows me decently well in crypto looking for new roles?

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

IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.

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

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