From deep waters to open ledgers: $SQUID, $SQUILL, and $OPEN weave a new onchain current—stories, governance, stablecoins, all stitched by community hands. Longform post in next xeet.

A year ago today $RSR gang

Is the bigger stablecoin opportunity patching legacy TradFi, or unlocking the next frontier of machine economies (onchain, AI, metaverse, space)?

Fantastic pod. Think there are several areas poised to lead the ETF space onchain as "DTFs". First, DTFs offer 24/7 trading, including weekends. Knowing friends wanting to enter or exit the Bitcoin ETF on Sundays, seems like this is becoming more important. Second, indexing

Exceptional framing from Luca. re: topology 5. Payment rails are just a prelude while monetary coordination is the score. What we’re seeing now, capitalists circling the 1st gen stablecoin honey pot, will be tiny compared to the coming rise of distributed issuance and

Which arrives first: AI agents in merchant systems or entirely new onchain killer apps that skip the Mastercard Visa toll road entirely? Quite a bit of disruption potential for legacy permissioned networks. Excerpt from Simon Taylor

The little index that could.

Bullish 🌎

Fishing where the fish are. Interesting.

Today's machine markets: (mostly) walled gardens Tomorrow's machine markets: AI self coordination design/launch/improvise Shift from automation within constraints to autonomous coordination without them. Innovation won’t bottleneck through institutions, it will emerge

one of the most profound shifts happening right now is that we’ve created an ai, a synthetic entity, that listens better than any human ever could. it’s not just passive hearing, it’s active, thoughtful engagement. it has the ability to push back, to be infinitely patient, to

Probably not going to use middleman money

Thoughtful analysis on US economic policy. Interesting tidbit: Gold getting stacked as collateral. $841B in Treasury gold could support $8–16T in outbound flows through the DFC-SWF structure. Flows aim to weaken the dollar, narrow the trade gap, and pressure surplus nations.

I don't know who needs to hear this, but if the shoe fits... vitalik.eth Ethereum Foundation Ethereum.org