This is what an English 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Web3 VC investor thinks will happen in the US election tomorrow. The main driver behind the prediction is historical polling bias that seemingly favours Democrats and have done so for the last 2 GEs. I breakdown why I'm predicting this map below 🧵

RWA market cap on Avalanche is up nearly 12% over the past 30 days. Distributed RWA market cap is up 22% . This is just the beginning. The ~$20T asset-based finance (ABF) market is one of the biggest opportunities to bring real-world credit onchain. This week, we’ve been in a number of conversations with traditional private credit managers and allocators who are increasingly interested in deploying capital into ABF opportunities that are originated, verified, administered, and distributed onchain. Many of these allocate anywhere from $200M to billions of dollars across private credit, structured finance, and ABF strategies. For all the crypto-native users and liquidity in the market today, traditional capital allocator AUM is orders of magnitude larger. That is the user base @avax is competing for. And we’re building the ecosystem to make it possible: originators, credit infrastructure platforms, fiat-to-stablecoin rails, legal enforceability, asset verification, servicing, administration, and distribution — all designed to make Avalanche the infrastructure layer for institutional capital.

And so it begins

Private credit is having its moment. Assets under management have surged 60% in the last 5 years to $1.6T. Yet it’s still early. Kasu is helping build the next era of credit markets—from the ground up. Here’s what’s happening 🧵

Don always pulls off a fantastic podcast and @nkiru_uwaje is a super talented founder. I know what I'm going to be doing for the next hour 🎧

This goes hard with 'Hell March' playing in the background.

A big thanks goes out to @BNBCHAIN for hosting a great Incubation Alliance Event last week in Denver, Colorado 🔥

Bullish.

Pew pew #ETHDenver2025

Excited to announce that we're investing in MANSA alongside Tether Ventures and @polymorphiccap 🤝 Faculty Group's Head of Investment, Sebastian Cheek, had this to say: "We are incredibly excited to have been the first investor in MANSA. Our decision to invest was driven primarily by our strong confidence in the leadership team, and we are certain they will continue to validate our belief. Additionally, we are thrilled about the future of crypto payments and MANSA's potential to make transactions in emerging markets faster, cheaper, and more efficient." 🌐 Read more: mansafinance.co/mansa-secure…

The wait is over and things just got Sui-weeter. Yelay is bringing Ethereum’s DeFi yield to @SuiNetwork! 🚨 In the coming weeks our Yield Layer is coming to Sui, allowing Sui users to access Ethereum blue-chip DeFi yields natively.

We will soon find out if ‘There’s no such thing as bad publicity’.

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1/ 🥇 Our first MAX LRT—$ynETHx is here, and early adopters can earn an attractive 12.5% APY with a 6x Seeds boost. ⏰ ynETHx deposits are capped at only 400 ETH, so hurry up and MAX your returns today! Link ⬇️

Ending profit was ~£410. Prediction map was perfect. Paid the cash into my local council which had a RBL donation box. Lest we forget 🇬🇧