A year ago, I made predictions for crypto in 2025. Here's how it played out 🧵 x.com/CoinDesk/status/186870…

New York had more fans arrested last night than they had points in the 4th quarter 😭

What a stellar partnership! @The_DTCC @StellarOrg Congrats @DenelleDixon

One idea I keep coming back to is how AI is only half of the technological revolution. The other half is the blockchain layer supporting the infrastructure agents. This convergence is one of @PanteraCapital's highest-conviction research and investment themes right now. I outline this idea in the latest blog: @Alchemy @openfx_ @openmind_agi @transcrypts_ @worldnetwork @yzilabs open.substack.com/pub/veradi…

Condolences to all of Nathan Allman’s friends, family, and colleagues. @PanteraCapital is the largest outside shareholder of @OndoFinance , so I had the privilege of seeing Nate’s entrepreneurial journey from the very beginning and serving on the board alongside him. When @joeykrug and I first heard the pitch, we immediately knew we had to invest. Nate had a rare ability to see where markets were going before others did, and we believed he would figure out how to bridge TradFi and DeFi in a meaningful way. When Ondo later pivoted toward RWAs and tokenization, we doubled down in the Series A with even greater conviction. Nate combined vision, strategic sequencing, and relentless execution at an exceptional level. He consistently identified opportunities early, understood how to create long-term value step-by-step, and moved with incredible speed and precision. He was also a ruthless negotiator, so I’m glad I was usually on his side :) He recruited a world-class team that continues to execute incredibly well, helping lead the tokenization and institutionalization of crypto. Under the leadership of @iandebode, Nate’s vision for a more open financial system will continue to grow and succeed with the support of @dan_pantera, @FranklinBi, @cosmo_jiang, myself, and the broader Pantera team. Rest in peace, Nate.

GENIUS gave us stablecoins. CLARITY gives us market structure. Together they are the foundation for the next decade of onchain finance. I share my thoughts of the 309 pages and why this is the architecture institutional crypto has been waiting on. veradiverdict.com/p/a-landma…

Crypto has finally reached three things at once: regulatory clarity, enterprise adoption, and AI as a catalyst. At The Convergence summit, @veradittakit sat down with YZi Labs’ @odagius to unpack the macro shift: → The Genius Act gave stablecoins clarity → The new administration gave crypto companies more freedom to operate → Institutions are experimenting with stablecoins at scale "Now is the time for crypto's legitimacy to ride the wave of AI... and have both of them enhance each other."

Aleph, our fully autonomous AI agent system for formal verification, aced all major theorem proving benchmarks including PutnamBench, VeriSoftBench, and Verina

.@veradittakit (Managing Partner, @PanteraCapital) and @odagius (Partner, @yzilabs) at The Convergence Summit on where industries are intersecting: → TradFi × DeFi Tokenization: ~$30B in real-world assets (private credit, commodities, and more) are already on-chain, with trillions more to follow. → AI × Blockchain a) Trading: AI analyzing the trillions flowing on-chain to power smarter wealth management, with agents eventually trading on users' behalf. b) Identity: as generative AI makes fakes trivial, "proof of humanity" becomes the layer that lets agents securely act for real users. Two bold calls from the panel: → Paul: agent-driven trading will eclipse human trading. Agents themselves become a new digital asset class. → Alex: 1 billion agents on @BNBCHAIN within 3 years. The economy where humans set the intent, and agents execute the reality is officially coming.

The Senate Banking Committee released the latest draft of the CLARITY Act last night. The draft has significantly improved since January and reflects years of bipartisan negotiations. It’s time to get this passed. This bill safeguards consumers, includes important developer protections, and gives crypto entrepreneurs the regulatory clarity they need to build here in the U.S. We’re thankful for the hard work of the Senate Banking Committee and their staff. We urge Senators on both sides to move quickly to advance it out of Committee, to the Senate floor, and ultimately be signed into law by the President.

$1,000,000,000 in tokenized stock TVL. In less than 8 months, Ondo Global Markets became the first tokenized stock & ETF platform to reach $1 billion in TVL, one of the fastest climbs in the history of onchain finance. Ondo Global Markets has established itself as the standard for tokenized stocks and ETFs: → Over 70% market share → Tens of thousands of holders → Over $18B in cumulative volume → Live across @solana, @BNBCHAIN & @ethereum Since launch, the platform has scaled to 260 tokenized stocks & ETFs, expanding access to the world's most in-demand sectors across AI, biotech, defense, energy, and more. The pace of tokenization is accelerating with every new asset class. What took stablecoins and tokenized Treasuries years, Ondo tokenized stocks and ETFs achieved in under a year, faster than any asset class before them. This milestone reflects a generational shift in how global investors access capital markets, one that is more transparent, more accessible, and more efficient than the legacy system. One billion down. Trillions to go.

Pretty wild that top-tier Ethereum multisigs still basically boil down to blind signing.

Beyond the Digital Copy: What's Next for Tokenization? Our research team developed a new index of 593 assets across a $320B market that reveals how far onchain finance still has to go. Access the full report here: panteracapital.com/state-of-…

👇 The speakers lineup: @cz_binance, Founder of Binance & YZi Labs (remote) @CathieDWood, Founder & CEO, ARK Invest (remote) @KiteVC, Cofounder & Chairman, Treasury Data; early investor in Zoom, Canva @veradittakit, Managing Partner, Pantera Capital @du_yilun, Assistant Professor, Harvard University @omri_drory, General Partner, NFX Capital; Founder, Renewal Bio @ellazhang516, Managing Partner, YZi Labs @JaneSparking, General Partner, YZi Labs @odagius, Investment Partner, YZi Labs @jingx777, Investment Director (AI), YZi Labs @DZhang50, LLM Lead & Founding Member, Ricursive Intelligence @sunfanyun, Founder & CEO, Moonlake AI @RonghuiGu, Professor of Computer Science, Columbia University; Co-Founder & CEO, CertiK @RuizheJia, Assistant Professor, Stanford University @KiraRadinsky, Co-Founder & CTO, Diagnostic Robotics @JiquanNgiam, Founder & CEO, Mint MCP @kysonkai2, Founder & CEO, VideoTutor @YuRebeccaMiao, PhD, Co-Founder & CEO, Neomera Labs Leo Ma, Founder & CEO, @roboforce_ai Dr. Qian Xiang, Professor, Stanford University; Founder, AlphaDX.ai Elvy Yao, Co-Founder & CEO, Trellis Robotics Zhaojian Li, Co-Founder & President, AgriDynamics

fomo web is live same identity. same positions. now on the big screen. the whole web is watching 🌎

: : We're excited to announce that @FourPillarsFP has raised Series A Funding from @PanteraCapital and @further. This round marks our next chapter: scaling from a research firm into an institutional-focused blockchain research and infrastructure provider.

We're reaching an inflection point where AI generates more information than humans. Distinguishing agents from humans is a critical moat for trust online. @sama explains why @worldnetwork built World ID with a goal of preserving the human layer of the internet.

Heading to Asia for the next few weeks to chat about stablecoins, tokenization, and the AI agent economy: Hong Kong - Shenzhen - Shanghai - Seoul. I'm always invigorated by feeling what's actually happening on the ground in Asia. It's more important than ever when you consider: 1) Hong Kong just granted its first two stablecoin licenses to @HSBC and a @StanChart JV to begin modernizing one of the world's oldest currencies. 2) "Raising lobsters" as THE viral phenomenon in China this year, where literal crowds gathered for public @openclaw workshops. 3) Shanghai is building cross-border blockchain rails for trade finance in the world's largest and busiest trading port by container throughput for the last 16 years running. 4) Shenzhen is running a blockchain-based trade verification platform to unlock credit rates as low as 3% for companies at the heart of the world's robotics industry. 5) South Korea holds more crypto investors than stock investors - 32% of the population holds digital assets - and just opened the market to ~3,500 listed companies new stablecoin and market structure legislation. Excited to meet founders, institutions, investors, and partners across Asia soak up a ton of learning & first-hand experience! First stop: speaking at the Hong Kong Web3 Festival (@festival_web3 ) next week. DM / find me if you're around!

THIS IS HUGE. Bitcoin is Quantum-Safe TODAY. Even if a quantum computer appeared, one that breaks the conventional Bitcion signatures, it shows a practical way to create safe Bitcoin transactions. WITH NO CHANGE TO BITCOIN PROTOCOL!!!

Sports prediction markets have the potential to dramatically expand the market for sports event contracts by unbundling the sports book, enabling a global liquidity layer for sports related markets.