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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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SKHynixToInvest19.1TWonInM17Plant
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#skhynixtoinvest19.1twoninm17plant 🏭🇰🇷 SK HYNIX JUST MADE A MASSIVE AI BET! 🚀 SK Hynix is reportedly planning a ₩19.1 TRILLION investment into its new M17 semiconductor plant. 💰🏭 And this isn’t just about chips… It’s about the AI memory war. 🤖⚡ As AI data centers demand more HBM (High Bandwidth Memory), chipmakers are racing to increase production. 👀 What investors should watch: 🔹 HBM demand 📈 🔹 AI infrastructure growth 🤖 🔹 Semiconductor supply constraints. 🔹 Competition with Samsung 🇰🇷. 🔹 Impact on AI & semiconductor stocks SK Hynix is putting BIG money behind the AI boom. 🔥 The real question: Can this investment help SK Hynix strengthen its position as one of the biggest players in the global AI memory market? The AI race is becoming a chip race… and the battle is just getting started. 🚀 ⚠️ Not financial advice. DYOR. #SKHynix #AI #HBM #Semiconductors CLICK TO BELOW TRADE👇 $SAMSUNG $SKHYB $SKHYNIX
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