much needed and glad to see Yano 🟪 and the Blockworks team driving these efforts forward!

I am enjoying the week and feeling optimistic about the future

with Circle's IPO behind us, it's worth revisiting this – we've now seen new IPO headlines for Gemini, FalconX, Bullish, Tron(?) from deserving candidates to last-cycle, tokenless holdouts, these firms have nowhere better than the public markets where folks are itching for more

watching the growth of the partnerships we struck with at aptos in 2024 continue to deliver has been great to see upcoming aave launch, usdt + usdc supply growth and more - firing on all cylinders

after a brief (and comfy) break from twitter, i'd like to announce that I am back. thank you for your attention to this matter

web3 coming directly after web2 market dominance is the right direction key metric to track here isn’t just usage but who is using this. looking out for migration of key accounts over time

Jump announces they're back to crypto and the first product they announce is built with Aptos. Pyth, Wormhole, Firedancer, DoubleZero and now Shelby Jump knows a thing or two about how markets operate. adjust your targets

answering the bat signal and hearing plans for world domination from the one and only 🐝 (🌐/acc)

The AIP to deploy Aave V3 on @aptos has passed. To thoroughly test the deployment, we're kicking off a Cantina 🪐 CTF event tomorrow, with $100,000 up for grabs.

PoW coming back in style

Mirage is one of the more exciting pieces of mechanism design on Aptos and the Move ecosystem. If the team can execute on the vision well, it will create a flywheel that tackles two of crypto’s highest PMF uses: perpetuals and stablecoins. moon shiesty mason no money

Holy smokes. This is the arguably the most important full throated endorsement of crypto from TradFi world since Larry Fink. This guy is Mr RIA. Manages $300b for 1.3million clients. Tops the Barron’s list of America Advisors regularly.

I remember a friend at a PE giant told me: liquidity is like water - long term it will flow to where it is most efficient. Aptos remains the fastest, cheapest and most efficient dollar in the world for the three largest stablecoins – USDC, USDT, USDE.

going down the M&A rabbit hole at aptos was one of the most exciting parts of the job – insane alpha if you know where to look and have the conviction + time horizon to properly handle post merger integrations expecting much more M&A and IPO activity this year

the long term goal of a crypto foundation should be for their ecosystem to outgrow that foundation, at which point there should be a handful of different mid/large sized ecosystem entities supporting the continued growth of the network (see Solana with Anza). this is at odds

USDT-Aptos is gaining huge traction 🚀 Aptos has the 2nd highest on-chain MAUs for native $USDT (1.1m), and 4th highest Net Circulation ($830m) And we are only 7 months in...

aptos recently passed TON to take the #4 spot in USDT issuance. big gap to get to solana net circulation but very possible within this year...

it's all about stablecoins (for now) meta was spot on with libra, just a few years too early. next best time for libra 2.0 is today