Bitcoin and stablecoins are lifelines for people in places where local currencies crumble & stocks are out of reach. How? Bitcoin protects wealth like gold, while stablecoins offer stability for everyday transactions. Not memecoins. Not NFTs.

The past decade of crypto & web3 was spent on grassroots adoption. The next decade will be spent on institutional adoption.

The demand-side case for crypto has never been stronger: As physical infrastructure shuts down, crypto is digital & 24/7. As governments print trillions, crypto offers programmatic scarcity. As the world becomes hyper-political, crypto is apolitical.

Lending against established assets like ETH or BTC offers limited profitability and excitement for risk-tolerant degens. As a result, curators proactively introduce new, often untested or poorly understood collateral types to spice things up. Competitors quickly follow suit,

England is regulating its financial system out of relevance. The relevance of the City of London is already a shadow of what it was pre-Brexit.

Zohran Mamdani, who voted for him and what are the implications? Zohran ran on affordability for the “working class,” BUT those without a college degree or advanced degree majority voted for Cuomo, NOT Mandani. The overeducated (Bachelor + Advanced degrees) was his core voting

Bubble Territory: 1) US market cap is at >220% of GDP (Buffet considers ~100% fair value) 2) Stocks like Palantir trade at >100x revenue 3) Nvidia's market cap is larger than the world's third-largest economy Source: BuffettIndicator .net

Excited to visit Buenos Aires for the first time, DM me if you're in town for Devconnect ARG - the first Ethereum World’s Fair!

Listening to a panel with Verda Ventures at Stable Summit, and hearing so many use valid use cases for stables: - paying across borders - paying in a steady currency - removing government ability to seize assets - solving the interop part of the triple fragmentation problem

Another good take from AlexLWitt.eth at Verda Ventures - bps/txn fees won’t matter at very high exchange amounts; security will.

When $ value at risk is high, people will optimize for security, which Ethereum L1 does best. If you're sending a billion dollars, you aren't going to sweat the $1 $ETH transaction fee.

Thank you for hosting us Stable Summit 🦫, always enjoy sharing the opportunities around stablecoins.

This is a big deal, I've been using my USDT here in Argentina during Devcon to pay for things using local payment rails (Mercado Pago) through MiniPay. Save in stables, spend like a local.

Incredible Lunch at the world's #1 ranked Steakhouse, Don Julio, during Devconnect ARG - the first Ethereum World’s Fair to explore and accelerate the future of stablecoins. Special thanks to Verda Ventures's event co-sponsors Opera MiniPay and Borderless as well as many of our partners in attendance,

This is not unexpected. (1/5) From the outset, we envisioned Celo as a transport layer for global stablecoin payments, with sub-cent fees. 5.5 years after mainnet launch, we are beginning to see network effects kick in.. How big can this get? x.com/tokenterminal/…