Why is nobody talking about Canton Network? Likes of Goldman Sachs, HSBC, BNP Paribas utilising their technology eg Goldman Sachs' Digital Asset Platform enables issuing and managing digital bonds Just announced the latest batch of approved validators With the ecosystem still forming and new apps coming soon, worth a look And no this isnt a sponsored or partnered post in any way. lol.

Robinhood releasing whale tracking, can copy/paste trades of anyone Huge in web2 in apps like Etoro Not surprised Robinhood are implementing this And Coinbase releasing agentic wallets allowing AI gents to manage funds, execute trade, pay for services. Easy for other people to set up similar offering ie you rate yourself as good trader. Let other people copy/paste your agents trade for a fee.

What are people using to execute trades and investments once you get your picks from Grok/Claude etc Also thinking about how and where you execute these trades in the era of agentic finance 1. Not sure you want to delegate a fist card to an agent 2. Makes sense for self custodial wallet, can spin up and delegate access

Superb read- the bit that struck is the impact on the next generation The screenagers. The AI native generation “Rethink what you're telling your kids. The standard playbook: get good grades, go to a good college, land a stable professional job. …..Teach your kids to be builders and learners, not to optimize for a career path that might not exist by the time they graduate.” The school curriculum (in the UK) is out of touch with the world we live in now, running scared of AI and offering an education suitable for the last century My daughter already can use AI and video editing tools like CapCut better than most adults. That’s going to be more use to her than learning a dead language or have an encyclopaedic knowledge of cloud names.

On Carrick Waited too long to make the changes - having a target man made all the difference 2 points dropped for MUFC

Honeymoon over so far for Carrick Outsmarted by Nuno Tepid performance, too slow to make changes No response or ideas from MUFC

Using Polymarket to bet on whose AI agents out trades and out performs the market Old model: download Moneybox or Acorns, set risk profile, let fund managers at Ishares, Van Eck manage your funds New model: go to agent marketplace, pay fee for best performance agentic fund manager to handles your money Or go to Polymarket/Kashi and bet which fund managers make the most $$ Trading for GenZ is already entertainment ( eg GameStop / Roaring Kitty aka Keith) AI/agents prediction markets are going to put this on steroids

How about Robinhood and Revolut. Or Coinbase. All genZ need. Web3 loves to still try and create a need for products for problems that only exist on the TL. If you dive into web2 consumer trend and research.... really not pointing at crypto apps. Will defer to @fern on the specifics of Robinhood Cash Card, pretty sure its 80 countries. Use a common standard stablecoin with other fintechs.

Is there an app or marketplace where you can fork or get paid access to someone’s AI agent to trade on your behalf?

Actually wouldn’t mind if our infrastructure worked or we weren’t taxed on literally everything Take the Nordics - high taxes but healthcare works. Not only are Labour incompetent the even more worrying thing is lack of credible opposition. After the heat on Starmer, the Conservatives or Reform should have been clamouring for him to resign. Labour talk about looking after working people. Well working people their income, tax, the jobs they create are leaving the country to create wealth and jobs somewhere else.

Lessons from Step acquisition 1. you dont need everyone to be your customer, they focussed on 13-21. Teens and young adults 2. which then determined the product UI/UX 3. and the creator/distribution partnerships Generation growing up in a fundamentally different world to their parents and grandparents A generation who take financial advice from Tik Tok. Who will never step foot in a physical bank. Who will never use the words web2/web3. Who expect gamification. Who else is building financial products and services for this audience?

Mr Beast just acquired Step, GenZ banking app Offers mix of financial services - bank account, savings, payday loans Be tracking them for a while - high LTV and sticky financial product to route his giant audience through Fully expect either Step to role out stablecoin products or we see a crypto related everything app/Neo Bank from Beast Industries v soon

Surprised with all the tradfi companies launching ETF, making crypto acquisition why someone like Acorns doesnt launch a stablecoin savings product They have the distribution/customers already. Why fight vs play the game and make even more money, but this time alongside your customers vs shovelling the billions of dollars you make from customer savings into profit, while passing back to them 0.2-0.5%.

Eating 200g a protein a day with no dairy or red meat is basically this x 4

Lot of people vibe coding their own health apps, curious about 1. how are you instructing/teaching AI to evaluate and weight medical research around vitamins and nutrition Lot of differing views - ie medical papers "sponsored" by billion dollar chemical companies vs biochemists/nutritionists with independent research Some sort of scoring system? 2. How often are you doing blood work to feed into your app/AI? Your bloodwork is ever changing - food, environmental factors ( eg radiation from wifi, phones), medication ( eg antibiotics) 3. Nutrition - how much emphasis/ research do you do on WHERE food is sourced from vs the food type itself eg wild caught fish or mushrooms vs supermarket or farmed food Love Legendary's content journey around personal wellness - main take away here is PERSONAL ie what works for you wont work for someone else as your DNA, bloodwork is different. Invest in yourself.

Personal wellness is the only thing you need to be investing in right now Deeply worrying 1. The amount of medication people take unnecessarily 2. The long term effect of these medications- as bad as forever chemicals that will stay in your blood for a very long time 3. . Copy/paste Insta influencers - assumes because they took X,Y,Z it will work for you. It won’t Personal wellness has to start with blood work analysis with a clinical and/or nutritional expert not in the pocket of the drug or chemical companies

Retail arent searching for defi banks or web3 neobanks They know what NeoBanks are eg Revolut, Monzo, N26, SoFI Take Robinhood. Trade, Invest, Earn. They lead with FIAT. But have the "onramp" to crypto - ie GenZ who are becoming increasingly crypto literate vs defi, web3 neobanks. Core target audience is existing crypto users. Offering same services as web2 competitors but with benefits that crypto natives understand eg more competitive APR's, instant payment/settlement you dont have to invest as much in education - especially when it comes to "security" aspect how/where funds are managed. Make sure you know who you are audience are so that content, UI, UX is all geared towards them

X need to work on their algo it cant tell the difference between Pudgy Penguins / $pengu and $penguin

Web3 collectible platforms/RWA marketplaces are exploding right now, but who is going to win? Had some great calls with teams building in this space, comparing notes on GTM and marketing. Amazing builders, driving insane revenue and TVL.... BUT its a crowded space. Courtyard Beezie Phygitals Collectors Crypt Gatcha Relique Renaiss Dyli Playami Rip.Fun And more... Some have pivoted from gambling to on chain ownership, other OG teams have been around for a while and pivoted from gaming or defi. The business model use case for blockchain makes sense re crazy web2 fees, cards going missing, instant settlement etc And solving the "Dust" Problem ie the unredeemed commons that. Users who pull a $1 card won't pay $15 shipping. Platforms can "buy back" this dust for credits, recycling inventory without ever moving a physical card. The question Im asking myself is which team or teams to bet on and why? Attention is great, but what is being converted into - users, revenue, TVL? Who is going beyond crypto natives into web2? @Beezie : crushing it. Team are very active on socials, lot of top creators sharing their pulls. $10mill in revenue in January, 800 active collectors. Site design - clean UX, like how immediately the CTA is clear eg Start Claw vs other sites can be overwhelming unless you are clear what you are looking for. GTM wise looks like the Football.Fun playbook. ie creators posting their pulls and strategy on money spent vs cards pulled/value leaderboard points and farming the Base token. Socials - actively building Instagram page. Content is a bit all over the place ,mix of product ads, founder content. Page needs to have a clearer design, theme. Work on the content hooks - first 2/3 seconds super important. Do more reels for discovery. @Courtyard_io : Raised $30mill last year, as of end of 2025 they were making $100mill annualised on Pokemon cards alone. Heavily focussed on retail. Site design - clean, normie friendly ( v similar to Phygitals IMO) Socials - TikTok/Instagram/YouTube. Tik Tok UGC videos focussed on mix of sports cards , One Piece, Pokemon. Content is a bit confusing, can see they are trying to test and figure out hooks, CTA's etc. Can see a lot of paid ads on Facebook. @phygitals - more than just Pokemon cards, One Piece, Sports. First ever IP collabs with Fwogs for their figurines generating $500k revenue. Site design - super friendly, clean UX. Dont need to be a degen to figure out how to use. Pack Party feature is a cool new addition, can rip packs with friends ( should think about embedding streaming or Whatsapp or smth in this) Socials - Instagram page is nicely styled. Lot of comparison content - eg card values in 2025 vs 2026. Engagement looks pretty low, all static posts. Starting working on video content reels to grow engagement. @Collector_Crypt : The Collector Capital Markets layer. Great TLDR here - hit $50million in revenue in January x.com/zkayAPE/status/2018323… @MINHxDYNASTY seems to be taking a position x.com/MINHxDYNASTY/status/20… Site design - similar to Courtyard/Beezie. Would play around with the UI eg the gatcha machine is top right vs look at how Beezie do FTUE for new users (OFC dont know their KPI/main revenue driver) but if its the Gatcha Packs, would be the first thing I hit users with Couldnt find web2 socials @gacha_game_ : pivoted from pulling degen packs to win Abstract native tokens to pulling TCG cards. Sal is crushing it with live streams. Co Founder Tania super active on socials. Not seeing them being mentioned by Abstract core team in the most recent list of projects they are excited about - odd one given the revenue they generated from Gacha v1 with the gambling packs. Site design - similar to others. Would work on menu/navigation options. And first time user on boarding. Couldnt find any socials outside of X. Sorry ran out of steam, lot more that I researched but for now lets move on. Lot of great teams, lot of growth, great communities. But like many verticals and marketplaces, lot of blurred lines - ie everything starts to look the same, websites, content. What I was curious about is who is really going to break out of the crypto bubble like Courtyard and how are they going to do that? The eBay lesson Got me thinking about eBay and how they grew. They didnt just grow organically. eBay went on an aggressive acquisition spree aswell as growing organically. They acquired local market leaders. Alando (Germany) for $43M in 1999. Internet Auction Co. (South Korea) for $120M in 2001. iBazar (France) and EachNet (China) shortly after. So one option would be to focus dominate a specific region or country (e.g Japan or Southeast Asia) become a prime acquisition target for global players like eBay or Fanatics. Its costly to focus everywhere - lot of cultural nuance aswell, localised marketing. Marketing takes 1. get testing paid ads asap on Facebook/Insta Yes Courtyard are there, eBay are there etc but web2 is a big big place. Pick a country and get testing - play around with different UGC content ( variable being 1. collectible item eg Pokemon vs One Piece vs Sports 2. creator - male/female, age, demo 3. Hooks first 1-3 second are key test both visual and written) This should be part of your product sprint aswell. Idea for a new feature? create a few ads see if real users like it 2. IRL - without sounding like Gary Vee, major trend that will be accelerated by AI, people crave real human experiences. None more than in collecting, with the live thrill and shared dopamine experience of opening packs . Seen a few companies starting to venture into web2 events - this is where you are going to find and meet your super fans 3. Think about other ways people might discover you and also other retention mechanics to keep people coming back. This could be a mobile app, with in app notifications, mini game. Could be email marketing/newsletter. For normies who have no clue what a TGE or points farming is, loyalty programmes can work well. So who is going to win? All depends how you to define win Given people are in crypto to make money - lot of the pack ripping design/math is similar, so really then comes down to if there is a secondary motivation ie Beezie, farming Base. Dyli/Gatcha for Abstract XP. Collectors Crypt is interesting, they have $cards - marketcap is really undervalued vs revenue. But been a lot of discussion on X re how revenue is linked to token in short term. But in general unless you invested early on - the real money to be made is on actual collecting, finding grails. Also some arbitrage between onchain pricing and eBay aswell, that if you have time you can dive into. Would love to hear your views and experiences using any of the marketplaces mentioned. This is not financial advice in any way!

Expect to see more of the timeline talking about Canton Network soon These numbers are wild, chart is v strong And validator rewards will kickstart ecosystem incentives Lot of defi apps dropping 👀