If Stablecoins Win, Do Banks Lose? At InnovateMiami: Rajeev Bamra (@Moodys) @SepAlavi (White Star Capital) @kingchris (@fintech_io) Moderated by @leeorgroen (@TheSpartanGroup) The discussion explored how stablecoins are reshaping money movement, where banks may lose share, where they retain an edge, and how financial institutions are adapting. Watch the full panel now: youtu.be/46XXPpLvX6M

JUST IN: Europe's largest asset manager Amundi (€2.3T AUM) and @Spiko_finance launch tokenized mutual fund SAFO powered by @Chainlink, offering 24/7 transferability and near-instant settlement.

Together with @Amundi_FR, Europe’s largest asset manager, we’re thrilled to introduce the Spiko Amundi Overnight Swap Fund, or SAFO, a new tokenized fund optimized for cash and collateral management. 🏛 UCITS-compliant. 🔄 Built on fully collateralized total return swaps with global systemically important banks, starting with BNP Paribas. 💰 Offering stable yields above risk-free benchmarks and overnight liquidity. Available in four currencies, with subscriptions/redemptions from as little as 1 EUR, USD, GBP, or CHF. ⛓ On-chain shareholder register, providing real-time transparency, flexible custody options, and 24/7 borderlerless transferability of fund shares. ⚡ Programmatic access via API and smart contracts.

This is what hitting PMF looks like. @plasticlabs is on an absolute tear because @honchodotdev is the best product for building stateful agents. I use it personally for my agents and am never going back.

Hermes(@NousResearch) can now build its identity across sessions 🫡🪞 → Agent messages flow to Honcho, which reasons over them to build a persistent representation of the agent's identity → honcho_conclude lets the agent write facts back (preferences, corrections, context) which feed into Honcho's reasoning → Seed the agent's starting identity from SOULmd → Async writes with zero blocking Run `hermes honcho setup` Your Hermes agent just got long-term memory that actually understands who it's talking to and who it is.

In case you missed it: Ledn closed a $188M bitcoin-backed ABS rated BBB- on the senior notes under the offering by S&P. What it took: An intensive evaluation using the same rigorous analytical frameworks applied to traditional assets. Plus, 8 years of focus, durability, discipline, and systems that perform across all market cycles. cointelegraph.com/news/ledn-…

Ledn has issued the first investment grade-rated bitcoin-backed ABS in the digital asset industry. The senior notes under the offering were rated BBB- by S&P. Plus, the ABS has been 2x oversubscribed, with institutional demand exceeding the $188 million offering size. This is the first time a major global rating agency has provided independent, institutional validation of a digital asset lending portfolio. Learn more: ledn.io/post/ledn-abs

$1B in AUM. 18 months after launching Europe’s first approved tokenized money market funds. Here’s how we got here 🧵

this was probably my favorite panic dump in bitcoin history: march 12, 2020 btc dropped below the 200d MA from $8k to below the 200w MA in the $3ks basically in one night (>50% drop) covid hysteria. fidelity had just told all employees to WFH indefinitely, the NBA had just cancelled its season the night before. the bitmex liquidation engine was selling bitcoin hand over fist. some thought arthur would let it sell btc to zero. luckily, bitmex was taken down in “a DDOS attack” (thanks arthur 🤝) buying during this panic was extremely satisfying. nothing fundamental about bitcoin had changed, but the world was drastically undervaluing it we didn’t stay under the 200w MA for long, but it took 8 more months to climb back to a new ATH

Crypto firm Ledn sells Bitcoin-backed bonds in ABS market first >First ever deal of its kind in asset-backed debt >Secured by pool of 5,400 Bitcoin-collateralized loans that consumers took from Ledn at weighted avg rate of 11.8% >Investment grade tranche priced at 335bps

🇺🇸 WORLD'S LARGEST CREDIT RATING AGENCY S&P JUST SAID BITCOIN IS BECOMING THE NEW COLLATERAL TRILLIONS INCOMING 🚀

You don’t need a Wall Street zip code to lead the next frontier in asset management. Proud to share that we’ve now surpassed $BENJI in AUM. We’re hiring ambitious talent ready to chase the next billions with us!

its not gambling if you know you're gonna win public beta out now

Gold just crossed $5,000/oz—up 81.7% YoY. Bitcoin's at $88k, down 29% from its $124k ATH hit in August. That's the divergence that creates the opportunity. When macro uncertainty spikes, tradfi flows to what balance sheets understand. Central banks bought 60 tonnes/month of gold but here's the setup: After every major gold rally driven by uncertainty, capital rotates into higher beta assets once the immediate fear subsides. Expect rotation into BTC over the next few months as macro stabilizes. The $124k ATH isn't a ceiling... it's the floor for the next leg.

1/ .@Sharplink (SBET), the 2nd largest DAT, has deployed $170M $ETH on @LineaBuild. Sharplink’s is now holding $weETH, reinforcing ether.fi as a preferred venue for risk-adjusted $ETH yields at institutional scale.

🎅Introducing: 10 Days of Cashmas. A simple idea: invite friends, and you both earn 10% of their spend back for 10 days. Share ether.fi, and share a total of 20% back on new spend. 🎁Top referrers and spenders get VIP access 💳👀

Stay long bitcoin. Stay liquid with Ledn.

As promised. Special edition of Because of Bitcoin just dropped. @Cryptonomista and @Paoloardoino dig into why Tether invested in Ledn and where we're headed next. This one's worth your time if you care about the future of Bitcoin-backed financial services.

❤️