Rozi (@adamrozichner) 's Twitter Profile
Rozi

@adamrozichner

Building on #Bitcoin

ID: 701576228

calendar_today17-07-2012 18:53:23

389 Tweet

322 Followers

1,1K Following

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Most L1s launch with vibes + promises. Mavryk Network | Tokenizing $10B in RWAs is launching with contracts + $10B real estate pipeline. Don't miss out on our contest with them 👇

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This week, Stripe launched tempo, a payment-first, EVM-compatible L1 for stablecoins. Some say an L2 would’ve been more efficient. But this is Stripe. Where most L1s start from zero, Stripe shows up with: - $1.4T+ in annual payment volume - 20.8%–29% share of global online

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In case you haven’t noticed, there’s a full-blown stablecoin bidding war going on this week. Everyone is courting Hyperliquid. Here is a little backstory: HyperLiquid is the biggest perp market; it owns 73% of the decentralized perps market, clears $6B+ in daily volume, and

In case you haven’t noticed, there’s a full-blown stablecoin bidding war going on this week. Everyone is courting <a href="/HyperliquidX/">Hyperliquid</a>.

Here is a little backstory:

HyperLiquid is the biggest perp market; it owns 73% of the decentralized perps market, clears $6B+ in daily volume, and
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Let’s face it, tokenization has quietly become the biggest market mover of this cycle. RWAs are up 380% YoY, another 80% this year, and the market’s already at $28B+. Projections? *$30T* in the next decade. Even Nasdaq just filed to allow tokenized securities. That’s 20% of

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yesterday, the feds cut rates for the first time in 9 months! and as expected, crypto markets are already reacting: – Total market cap +2% → $4.12T – RWA tokenization crossed $30B what wasn't expected is how quickly altcoins will outpace BTC: BNB just broke $1,000 for the

yesterday, the feds cut rates for the first time in 9 months! and as expected, crypto markets are already reacting:

– Total market cap +2% → $4.12T

– RWA tokenization crossed $30B

what wasn't expected is how quickly altcoins will outpace BTC:

BNB just broke $1,000 for the
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Are perps the new meta? Perp volume is up 153% in the last month alone, making them impossible to ignore missed the drama, here is a quick breakdown and where we might be heading: In just a week, Aster flipped Hyperliquid on volume and became the hottest perp protocol.

Are perps the new meta?

Perp volume is up 153% in the last month alone, making them impossible to ignore

missed the drama, here is a quick breakdown and where we might be heading:

In just a week, <a href="/Aster_DEX/">Aster</a> flipped Hyperliquid on volume and became the hottest perp protocol.
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Nowadays it seems everybody has an opinion bout everything, why not make money off it? Prediction markets might be THE most engaging application of DeFi this cycle. Trump vs Harris prediction pulled in over $1B in volume and turned into the go-to place for REAL voter sentiments

Nowadays it seems everybody has an opinion bout everything, why not make money off it?

Prediction markets might be THE most engaging application of DeFi this cycle.

Trump vs Harris prediction pulled in over $1B in volume and turned into the go-to place for REAL voter sentiments
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Uptober is starting to look like Octover… Yesterday, we saw the biggest liquidation in crypto history. Over $19B wiped out in hours! That is 17x bigger than the COVID crash and 13x bigger than FTX. What happened? It all started with reports that China was weaponizing access

Uptober is starting to look like Octover… 
Yesterday, we saw the biggest liquidation in crypto history.

Over $19B wiped out in hours! That is 17x bigger than the COVID crash and 13x bigger than FTX.

What happened?

It all started with reports that China was weaponizing access
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Coinbase acquired echo for $375M, @Cobie just did what every degen dreams of: Build something for fun and then sell it for $375 million! That is the aside point, are we all thinking what I’m thinking? Is Coinbase making the play to become the full crypto stack ecosystem?

Coinbase acquired <a href="/echodotxyz/">echo</a> for $375M, @Cobie just did what every degen dreams of:

Build something for fun and then sell it for $375 million!

That is the aside point, are we all thinking what I’m thinking? Is Coinbase making the play to become the full crypto stack ecosystem?
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Textbook CT marketing: stir the pot, get eyeballs, sell into the attention. CJ is running a masterclass in rage-bait marketing

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Is Bitcoin going to flip Gold? @CZ_Binance def. think so, and he is ready to debate Peter Schiff on that. For context: Right now, gold sits near $30T and Bitcoin around $2.2T. Gold is having its best year since 1979 and has outperformed Bitcoin for a couple of weeks in the

Is Bitcoin going to flip Gold?

@CZ_Binance def. think so, and he is ready to debate <a href="/PeterSchiff/">Peter Schiff</a> on that.

For context:

Right now, gold sits near $30T and Bitcoin around $2.2T. Gold is having its best year since 1979 and has outperformed Bitcoin for a couple of weeks in the
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Tokenized assets are having their best year; at $35B, the Mcap is up over 200% since January. Up over 23% this month, Tokenized commodities are the most impressive rn, esp tokenized Gold. PAXG and XAUT alone are almost at $3B, almost 3x from January’s $1B. The U.S Treasuries

Tokenized assets are having their best year; at $35B, the Mcap is up over 200% since January.

Up over 23% this month, Tokenized commodities are the most impressive rn, esp tokenized Gold.  PAXG and XAUT alone are almost at $3B, almost 3x from January’s $1B. 

The U.S Treasuries
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I was at Abu Dhabi this month for Bitcoin MENA and one theme kept coming up in conversations: Privacy. Turns out, it is the underrated narrative of this year with the recent moves. As of this month, privacy tokens are at a Mcap of $17.1B and outperformed other sectors in Q4.

I was at Abu Dhabi this month for Bitcoin MENA and one theme kept coming up in conversations: Privacy.  

Turns out, it is the underrated narrative of this year with the recent moves.  As of this month, privacy tokens are at a Mcap of $17.1B and outperformed other sectors in Q4.
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Gold & Silver smashed ATHs this week: gold ~$4,477 (up 68% YTD), silver ~$70 (up 139% YTD). Metals are having their best run since 1979, driven by: - Central banks stacking reserves (global holdings hit 40,000+ tonnes) - Geopolitical tensions (U.S.-Venezuela, Ukraine-Russia

Gold &amp; Silver smashed ATHs this week: gold ~$4,477 (up 68% YTD), silver ~$70 (up 139% YTD). Metals are having their best run since 1979, driven by:

- Central banks stacking reserves (global holdings hit 40,000+ tonnes)
- Geopolitical tensions (U.S.-Venezuela, Ukraine-Russia
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“AI is steel for organizations.” Love how Ivan frames agents as infinite minds that never sleep, and humans as managers of those minds. If you’re planing on building anything in 2025 and still thinking “copilot”, read this.

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2025 proved crypto's hype cycle is dead; either adapt or go down with it! We saw a shift in how institutions approach crypto: from cautious observation to active integration. While memecoins drove early-year growth with explosive but volatile gains, the narrative pivoted

2025 proved crypto's hype cycle is dead; either adapt or go down with it!

We saw a shift in how institutions approach crypto: from cautious observation to active integration. While memecoins drove early-year growth with explosive but volatile gains, the narrative pivoted
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Coinbase withdraws support for the Senate CLARITY Act draft is the CT drama we didn’t know we needed imo, the current state of the bill undermines several pillars of the crypto space. Let me explain: - it prohibits passive interest/yield or holding payment stablecoins (which is

Coinbase withdraws support for the Senate CLARITY Act draft is the CT drama we didn’t know we needed

imo, the current state of the bill undermines several pillars of the crypto space. Let me explain:

- it prohibits passive interest/yield or holding payment stablecoins (which is