Congratulations to Paul Frambot | Morpho and Morpho 🦋 team. Huge milestone and one of the most exciting investments we have made this year. For me what stood out is (1) compelling vision for onchain credit and (2) dedication / execution skills are in the top 1% of crypto teams. 🦋🔵

#BTC100K

💯 Andrew is Coinbase’s resident SOL maxi. His advice is probably incorporated in every SOL related effort here. Give him a follow.

gm - some personal news! After 4 amazing years at Coinbase, I’ll be saying farewell this month. Building Coinbase Ventures 🛡️ from day 0 has been an incredible honor and an unforgettable journey. Sharing the note I sent to the team below. 👇

Thanks Brian Armstrong for the kind words. You are crypto’s best founder. Coinbase mafia grows by one!

There is now $60M of BTC collateral and $30M of USDC active loans coming directly from the Coinbase App onchain on Morpho on @Base. Numbers growing linearly as the app is rolled out to more users.

hyperliquid $jelly == $eth dao hack 2025 edition

Coinbase kingmaking Morpho w/ BTC loans is a masterclass on value capture: Step 1: Invest in the protocol (Morpho) Step 2: Use it to funnel activity to your chain (Base) Step 3: Push collateral into your own asset (cbBTC) Step 4: Lend an asset that pays you yield (USDC) Step 5:

🚨this is a banger acquisition > coinbase does not do well internationally but wants to compete > to win intl, must win perps; binance, okex, and others dominate this market > coinbase buys a legacy product and marks stamp to win intl > this was a greg ballanco production

x.com/i/article/1926…

TLDR Robinhood's Crypto at ETHCC - 1. Web2 + Onchain gets another entrant. Coinbase + Base started the onchain revolution. Robinhood joins the party with their own chain. 2. DeFi is on it's next step function of growth. Any and all asset classes will be tokenized. 3. It's

Fintechs are competing to bring people onchain — and all eyes are on Coinbase and Robinhood. Tune in to my livestream today at 12:00 pm ET / 9 am PT with Dio Casares and Ryan Y Yi as we unpack how the competition could unfold! Here on X and YouTube!

Unchained LIVE - July 7 - Coinbase vs. Robinhood x.com/i/broadcasts/1…

One crypto-native. One fintech giant. Coinbase and Robinhood are converging on the same space, but their starting points couldn’t be more different. I spoke with Dio Casares and Ryan Y Yi to get their perspective on how these two giants will compete, and what will determine

A crypto exchange and a stock app walk into a blockchain… How do they compete? 🤺 Dio Casares and Ryan Y Yi break down: 🧱 Base vs. Robinhood Chain 💸 Who captures flows? 🧠Who owns tokenization? 🥇 Who wins? bit.ly/4llgbWd

📍 What if Robinhood’s crypto chain… isn’t really about crypto? Ryan Y Yi breaks down how Robinhood is using onchain rails to expand its brokerage biz 🧠

Coinbase has custody of 10% of all crypto. 🤯 Robinhood? Likely 10x less. Ryan Y Yi breaks down why “flows” may decide the winner in the Coinbase vs. Robinhood battle.