Pleased to welcome our newest co-founder, Anthony Albanese. Seven years building Wayex through every crypto winter, every regulatory headwind, every 2am email and late night meeting. Just like that, a 47% silent partner appears at the cap table. Welcome aboard, Albo. Hope you like KYC.

We all know the global economy is going backwards and we have trouble ahead. I’ve created a multifaceted economic model that explains just how bad it is. We are in a late-cycle danger zone. According to my numbers there is a 62% recession probability in Australia with Q4 2026 as the most likely window for when the wheels start to fall off. The model even suggests some courses of action depending on your risk profile. But remember, this is not financial advice. Head here to check it out: forecast.lukelombe.com/ Strap in. The clouds are grey and they are gathering.

Wayex co-founder Richard Voice attended @Visa 's Payments in Motion Event last week, where one message stood out. Stablecoins, cards, and traditional payment networks are rapidly evolving. With companies like Visa and Mastercard exploring on-chain payments and stablecoin settlement, the gap between crypto and traditional finance is closing fast. The future of fintech is not just holding digital assets. It is using them in everyday payments. Wayex is excited to help partners unlock the opportunities ahead. #ThisIsTheWay #Stablecoins #Fintech #Crypto

To all my friends in the UAE and the wider Middle East. Stay safe...

Merry Christmas from Kasu...

2025 Crypto Year in Review

AC/DC in Adelaide tonight. What a show! Angus = 70 and Brian = 78 and still outworking half the planet. Inspiring. Age is just a number and attitude is what defines us. Don't ever let anyone tell you you're too old. Go and get it...

Crypto is bleeding out again. ETH is down ~40% from its peak, ETFs are posting daily outflows, and the last big buyer, BitMine, is looking shaky. They hold 3.56m ETH, nearly 3% of supply, yet sit on ~$3B in paper losses with mNAV collapsing toward 0.8. Peter Thiel’s Founders Fund dumped half its position. ARK and JPMorgan doubled down. The market is split because the model itself is cracking. BitMine’s entire “5% of ETH supply” plan now hinges on burning $600M cash reserves, selling stock via ATM issuances, and squeezing a sub-3% staking yield that’s already negative carry vs Treasuries. Meanwhile the structure bleeds: multi-layer fees, huge comp packages, advisors, promoters... all extracting more than ETH staking actually earns. Zoom out: ETH ETFs are net negative. On-chain fund flows have stalled. Treasury buyers are tapped. Liquidity is thinning. So the real question is simple: Where does sustainable yield actually come from? Not from DATs. Not from ETF inflows. Not from “5% alchemy.” It comes from cash-flowing private credit, where returns aren’t dependent on crypto sentiment, NAV premiums, or narrative flywheels. Kasu delivers exactly that: clean, transparent, 15–25% institutional-grade APY backed by real borrowers and real repayments, not hype. If you want your stables to survive this market and actually earn, then put them where the yield is real. Kasu. kasu.finance

This is Bryan Johnson. He reduced his cortisol levels by nearly 50% and added an estimated 10 years to his life. His trick? He stopped buying $ETH

BREAKING: Block #923,999 has just been mined 🔥 There are now 19,500,000 $BTC in circulation, 95% of total bitcoin supply 💯 There is officially only 5% $BTC left out there to mine ⛏️

Crypto Builders, Founders and Innovators. It's time to shoot your shot. Pitch your idea at this year's Whale Lab presented by Wayex for a chance to win $1M AUD in Funding. If you needed a sign… this is it. Apply Now! auscryptocon.com/whale-lab/ #AusCryptoCon #Crypto #CryptoInnovation

XDC's TVL is increasing regardless market's price situation and volatility. $20mil so far in TVL and climbing.. Surge Program Epoch 001 proves that there is a demand from LPs to get into the chain led by @CurveFinance, @XSwapProtocol, and @okutrade, with a combined gain of over $7 million. The majority of deposited assets are in USDC, scrvUSD, WXDC, and CGO, respectively, which shows one of the first instances of traction of stablecoins, especially @USDC, on the network. I'm so bullish on the next Epochs when Money Markets start to get deployed on the network and further one-click deposit RWA vaults with DeFi exposure. RWA is a market, and its landscape is insane and huge. We aim to make XDC the primary settlement layer and infrastructure for private credit, with different risk tiers, as developed by @KasuFinance and other partners to be announced. We're on the 3rd week of the Surge Program, next week we will probably have an RWA surprise 👀 Not financial advice | All personal opinion

Is the top in? If Bitcoin’s 1064-day bull / 364-day bear rhythm holds, we’re right on schedule. The charts below show we could be at the 2025 cycle peak. Every run ends the same: euphoria → drawdown → quiet accumulation. If this really is the top, the smart move isn’t panic, it’s repositioning. Take profits. Move to stables. Earn yield safely while the market resets. That’s what Kasu was built for: stable, real-world private-credit yields that keep working while crypto sleeps. 📊 Charts below tell the story. 🧭 Your next move: kasu.finance

DeFi blew up because of yield. Then it blew up because that yield wasn’t real. Kasu fixes this. 💼 Private credit 🔒 Institutional oversight 💰 Up to 25% APY kasu.finance

How does 16% APY Sound? Kasu has just opened $1M capacity in our Tax Pay Strategy, Mezzanine tranche. Earn 16% Gross APY from profitable, Australian businesses in professional services, healthcare, manufacturing, wholesale trade and more. Visit kasu.finance today.

Meanwhile Australia is prepping to ban Youtube for under 16s... Instead of tackling housing, cost of living, immigration, or debt, this government is busy policing kids’ screens. We’re sliding into a nanny-state surveillance regime run by the most inept team in living memory.

A very sad day for freedom of speech. The assassination of political commentator Charlie Kirk in Utah is a tragedy that will reverberate far beyond America. This is 'The Tragedy of Hating People Instead of Ideas'. medium.com/@lukelombe/the-tr…

Charlie Kirk is a father and a husband. He is a human. I don’t care if you politically disagree with him nothing justifies this sick act.

Kasu is thrilled to announce a $1M strategic investment from leading Trade Finance chain @XDC_Network_. Native XDC integration → seamless stables, real yield, liquid wrapper, top-tier institutional deal flow. Onwards & Upwards! Read more: bit.ly/420BlBe

Qantas used to be the pride of Australia. Now it is a disgrace. Just today I went to book a quick flight from Adelaide to Melbourne return. $1309 on @Qantas. It's an hour-long flight... This from the airline bailed out by Aussie taxpayers to the tune of a $2.7 BILLION GIFT that we won't get back. The same airline that reported $2.39 BILLION in profit for FY 24-25. And the very same airline responsible for: * The unlawful outsourcing & firing of 1200 ground staff during Covid * Paying off 92% of pollies with 'complimentary' Chairman's Lounge access INCLUDING Albo's son * Selling ghost flights and ripping off 884,000 hard working customers * Creating a toxic culture under the woke Irish crusader, Alan Joyce * Offering free flights to 'Yes' vote campaigners during the referendum and insisting we continue to sit through a welcome to our own country on every landing * Pushing Albo & mates into blocking competition from other airlines including a doubling of routes by Qatar They should not be able to use Peter Allan's iconic track 'I Still Call Australia Home'. We should also be demanding the $2.7 BILLION to be paid back. I for one will not be renewing my Qantas Club membership. #boycottqantas