This is a great articulation of where RWAs are heading. Use them to collateralize stablecoins, unlock liquidity and a host of other benefits via layered products in DeFi. Opens new stablecoin yield opps beyond t-bills as well

Pleasure doing business.

Hot take: what if it turns out stablecoins alone are actually incomplete/unprofitable without a tightly coupled chain eco/CEX & Tether was the 1 time single exception than the rule? Complete businesses as a whole: Coinbase USDC+Base Ethena USDe+Convergence Frax frxUSD+Fraxtal

own the users, distribution is goated

Too many chase action and call it progress. Stack value, not steps.

This is going to have a major impact on the Bitcoin Mining industry, most of the current Bitcoin Mining Server imports were coming from Malaysia / Thailand / Indonesia. Rigs already landed in the USA will become more valuable. Blockware The new U.S. tariffs: China — 34%

Agreed. We are in inning #1 of non-speculative crypto. Blockchain-based systems will eat payments and financial services over the next 20 years and dwarf what we’ve achieved to date. Taste of just the cross-border segment size 👇

Non-consensus take: the most valuable layer in the stablecoin stack will be orchestration Downstream of owning the end customer, orchestrators can monetize in four ways: (1) Transaction fees (2) Routing payments through their own stablecoin and capturing yield economics (3)

Your product is immediate S tier if this is your launch trailer quality. Trillions.

if this is how you respond when we ask about a feature, you deserve a lifetime of wealth and happiness 🫶🏻🫶🏻

speed and momentum is the entire game

if your devs don't code in vision os are they even devs?

short list of learnings from our incredible experience with Wintermute construct: - be fast, direct, and attack from multiple angles - shorter is better; keep all docs snappy, clear, and evidence-backed - choose partners carefully and remember it's a two-way street - don't

The world does not happen upon you. You must happen upon the world. Relentlessly take and compound action. What you seek is behind the door of genuine, consistent all-out effort over time.

hint: neobanks are the way we (actually) reach the next billion

one of our key advantages at Caliber Money is that we move fast, faster than anyone at our stage. we've built a production-testing app within 8 weeks - from unrefined idea to an actual app on your phone, whilst concomitantly preparing narrative, documentation, fundraising