matthuang-1

RWAs = token-wrapped tradfi

Treasury Cos = tradfi-wrapped tokens

Both are ultimately a form of crypto-tradfi bridge

Stablecoin supercycle

$CRCLが昨日のIPO以来3倍以上上昇しており、純粋なプレイのステーブルコインへの需要がどれほど高かったかを示しています…

おめでとうございます @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、L1資産が通貨的であるか株式のようなものであるかにかかわらず…REVを最大化することに関心を持つべきです。

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