The tokenized strategies space is going to get really crazy really quickly. Seamless funds of funds of funds of... Seamless mixing and matching of R&Rs to distribute new ones... Efficient, frontier liquidity allocators, rather than slow every-man-for himself capital

$100m all time Duality volume. $1b soon !

One alternative explanation to "token" : It seems like some of the "stablecoin chains" are using payments as a go-to-market wedge, but plan on capturing a meaningful portion of the DeFi / financial services market that will develop around stablcoins. e.g., stablecoin forex or

There's a lot of value in diversifying the "duration" of the content you consume Different pieces of content (history, blogs, academic research, social media...) all inform you of important trends on different time horizons History teaches you to think in decades and centuries

I’ve concluded my VC arc and am now in the arena with plotchy🔅, with support from the Nascent team Dan Elitzer J/\ck Rebecca Peel Our debut act was a first-of-its-kind exploration of social graphs using Farcaster engagement data check it out below

The Eclipse of the Sun in Venice, July 6, 1842, by Ippolito Caffi (1842)

Tokenized strategies will eat crypto. Increasingly complex and private strategies will be tokenized Within ten years we'll not just have proof of reserves, we'll have proof of volatility, proof of sharpe, proof of factor exposures,... and they'll be streamed onchain at

Few people have expressed why stablecoins are not just "fintech" masquerading as crypto as well as Daniel has in this post Worth a read

There's an interesting dynamic playing out in the rise of forex solutions onchain On one hand, crypto is making it easier for firms to hold their domestic currency while transacting with foreign firms (via cheap atomic swaps and payment integrations) And on the other hand,

One thing that feels under-discussed wrt to the rise in stablecoins is how atomic swaps into payment integrations will negate the power of legal tender status The two things that create unique demand sources for currencies with legal tender status are : 1) Network effects from

The first DeFi protocols to find ways to pass stablecoin yields through to depositors will have a major advantage DeFi yields are risky (smart contract risk, financial risk, custodial risk...), meaning they have a high hurdle rate to overcome and attract depositors An extra