What are the risks of DeFi lending? A quick + dirty VaR-style analysis on Ethena Labs , Aave , @skyecosystem and Multipli.fi returns. We don't think anyone has published risk metrics for DeFi rates. Hopefully this is a step towards that:

At this stage of my live i got a different energy

Had a blast moderating a panel discussion about compliant yield for stablecoins. Travis John at RWA Builders @ Permissionless🗽 knows how to throw an amazing event. High signal, great connections, and no fluff. These types of gatherings are so much fun!

Digital assets continue their brisk pace into mainstream adoption! You can now value your digital asset holdings as part of the underwriting process to secure a mortgage. I remember the pure frustration of trying to explain my digital asset holdings to my mortgage lender

It’s pretty amusing how the standard take on AI is “it shrinks your brain”. No dude, I didn’t get any dumber when I learned how to use a word processor or excel or photoshop or ppt. Midwits assume everyone is cognitively atrophied like them

Circle stock skyrockets, up 500% since IPO. Why? The market is betting that stablecoins are no longer “crypto”, they’re infrastructure. That's our bet at BVNK - picks and shovels for money infra on the internet.

funny how many big brains work in crypto and after 16 years the most successful application is: the dollar on a blockchain

Amazon and Walmart are reportedly exploring stablecoin infra. Core banking systems like Fiserv are adding stablecoins to their technology offerings. Cross border payments are increasingly moving on-chain. Stablecoin summer is here!

Stablecoins are here to stay. Thank you for your attention to this matter.

Yieldcoins: Money That Pays Nick Carmi, Head of Exchange Figure Markets Armand Khatri, Head of Ecosystem Ondo Finance Jelena, Co-Founder & CEO Noble ⬡ Tyler Sherwin, VP Sales BVNK

Every now and again I revisit Hal’s prescient comments about “Bitcoin Banks”. We are marching steadily onward to this reality - very exciting!

The training these guys do is insane. ~80% of those who try to be USCG rescue swimmers fail out. You have to be in Olympic-tier physical shape, cold-tolerant, able to keep your cool when beginning to drown, etc. Not only are you getting into helicopters in weather conditions so