Research and investments. DMs open.

Joined March 2024
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Every important asset eventually gets financialised. 1960s: Home mortgages 1980s: Auto loans and equipment leases 1997: David Bowie’s royalties @0xZergs from @usdai_official talks to us about how compute is one of the scarcest assets right now and why GPU finance is inevitable.
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Stream on: YouTube - dco.link/USDAI-YT Spotify - dco.link/USDAI-Spotify Apple Podcasts - dco.link/USDAI-AP
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Your X feed is either an edge or noise. If you're building in Web3, here are 20 accounts worth following ↓ > @castle_labs > @DarenMatsuoka > @GREEND0TS > @MessariCrypto > @0xJeff > @Decentralisedco > @Jackhaldorsson > @eddylazzarin > @Defi_Warhol > @andrewmoh > @Usoppu > @Mars_DeFi > @sjdedic > @green_but_red > @ZeusRWA > @TheDeFinvestor > @intern > @PinkBrains_io > @OAK_Res > @Hercules_Defi
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We’re sharing our completed post-mortem on the April 18th incident, prepared with @Mandiant and @CrowdStrike. We are publishing both an executive summary and the full report at the link below. Over the past four weeks, we’ve worked with hundreds of partners to help them understand their current security posture, and harden it where appropriate. We’ll continue this work, alongside taking additional proactive steps for the benefit of not only our partners, but also the ecosystem as a whole. We want to extend our thanks to our partners for their support and patience this past month. There’s a reason that over $12 billion has moved across the network in the past four weeks, and why the world’s most valuable asset issuers have stood by our side: they believe in us, in what the LayerZero protocol has to offer, and in the value of modular, isolated, application-controlled security. The work continues. And we look forward to continue showing up for the applications that trust us with their business, as well as the broader ecosystem. layerzero.network/blog/layer…
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May 19
"Institutions really care about the sovereign properties of blockchains." @gluk64 describes on @Decentralisedco how Prividiums enable Institutions to participate in networks knowing the rules are cryptographically enforced.
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Ethereum's Strawmap is the protocol's most significant strategic reframing since The Merge An attempt to fix the gaps that drove users to rival chains, and to position Ethereum as infrastructure for quantum resistance, privacy, and the AI economy. My latest for @glxyresearch
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May 14
5,000 Banks. One Network. Here's the full thesis 🎧
What do institutions need in a chain for them to consider it seriously? @gluk64 joins us to talk about how @zksync is going after 5,000 banks with Ethereum as their moat.
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What do institutions need in a chain for them to consider it seriously? @gluk64 joins us to talk about how @zksync is going after 5,000 banks with Ethereum as their moat.
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Stream on: YouTube - dco.link/ZKsync Spotify - dco.link/ZKsync_spotify Apple Podcasts - dco.link/ZKsync_AP
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Institutional bitcoin has remained parked for a decade because moving it on-chain exposes your position, your counterparty, and your intent before the trade settles. @Decentralisedco just wrote the clearest breakdown of why that's changing and how strkBTC is the first asset to bring compliant privacy, full composability, and a shared anonymity set to Bitcoin DeFi. Read the full piece 👇
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Margins in crypto will increasingly come from firms capturing the whole supply chain for value. That means building capability to speak to legacy legal systems and traditional financial markets. Vertical integrations for capital are everywhere for those with eyes to see.
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a few places where I regularly find great data-driven crypto research in a noisy world @Decentralisedco @coinmetrics newsletter @finblueprint @artemis newsletter what else am I missing?
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Stripe's acquisition of Bridge and release of Tempo is a move towards capturing every last cent in the value chain. Our latest, is a breakdown of how the payments behemoth is positioning itself to own the whole stack every time a dollar is moved on the internet.
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