Jon Walch

@buffalu__ USTB

what's the best tokenized tbill on solana?

1/ Natively tokenized @galaxyhq shares are now available on @Kamino’s Superstate Market. Eligible ex-US investors can bring shares onto @solana through Superstate and use them as collateral to borrow stables. The real shares of a major public company have entered DeFi.

Big news: @SuperstateInc and @InvescoUS are working together to build the future of tokenized funds. Our original fund $USTB will soon become Invesco USTB, the first product by an established asset manager running on the Superstate tokenization platform 📈

@defidave based

I love my country of New Jersey so much

@michael_silver i left

My favorite type of person in SF is a NYC transplant who has taste for life outside of work and can see right thru the nonsense that is the norm in the SF social sphere Where are my New Yorkers at?

@kodjima33 no

The worst thing about NYC women: they need your money more than you Comparing to SF where girls aren’t as hot but at least they don’t see you as a wallet SF girls just know how to make money themselves and therefore prioritize other things like connection NYC is so expensive and competitive that it’s just hard for a girl to survive You can definitely find a wife in NY but most likely she will be very expensive

@lobstermindset maybe in 2011

@maybeltr can confirm

New Jersey people are like the illuminati of crypto

@antoniogm you forgot tokenization

@bsansouci "be a good junior developer" you must know GOATed junior devs. I'd say Opus 4.6 is better than most senior devs at this point

I think we've solved two main things 1) hallucinations: the models are far more grounded in the truth they see in the code. They do make things up, make plenty of mistakes, and straight up lie, but they are far far better than 2 years ago. 2) using unix cli tools (especially grep) instead of RAG: turns out unix philosophy of `text in -> text out` works incredibly well with LLM, so simply teaching the LLMs to use the tools has given them the ability to be a good junior developer I don't see yet a sign that models are able to be better than the average of their training data, which means very mid. For anyone who has higher ambitions than being mid, you still have to spend time designing and architecting, and the model will follow your lead.

@ARmastrangelo let the italian-american boomers have their scraps of remaining culture

One of my pet peeves is when Americans with Italian ancestry try to correct someone by telling them that "sauce" is actually called "gravy." Italian immigrants said "gravy" in the late 1800's because they thought it translated to sauce. But in Italian, there’s actually no word for "gravy." The closest translation is "sugo di carne" which means meat sauce. Calling it "gravy" not only reveals one’s disconnect from the Italian language, but also that their ancestors immigrated to the U.S. more than a century ago. So to Italian immigrants and those whose families immigrated to the U.S. after WWII, it’s cringe. Because calling sauce "gravy" is a very American thing (which is fine), but it’s an American thing that is specifically used to try to come off like it’s Italian. And that gives us second-hand embarrassment. Oh, and calamari is an Italian word. Calling it "galamad" is like calling capocollo "gabagool." Also cringe!

@yitong you hurt some feelings with this one 😆

there is a type of nyc guy whose primary output in tech is the production of culture & discourse. don't be this guy. the apogee of this path is some kind of modern day rasputin-like character. write software, not substacks.

@damnGruz it was never good

Stopped watching at episode 1 corny af

@kisaguncan @delitzer @RWA_xyz @Securitize @OndoFinance @tether @maplefinance @Paxos @SuperstateInc @circle @centrifuge @stokr_io @libeara_ AAVE Horizon

@delitzer @RWA_xyz @Securitize @OndoFinance @tether @maplefinance @Paxos @SuperstateInc @circle @centrifuge @stokr_io @libeara_ Things are going to get really interesting when RWAs actually plug into defi as collateral etc. Morpho today only allows a few RWAs as collateral. It s interesting when I can earn yield on my gold…

Really incredible seeing not just the growth of the RWA market, but also how balanced that growth has been across so many players @RWA_xyz

@howdymerry odds we have a token that isnt just our equity tokenized is basically 0

crypto is worth paying attention to, but many of the companies that are immensely valuable (zerohash, crossmint, superstate, sphere etc) either will never have a token or will take a much more cautious approach to releasing a equity-like token bitcoin is worth watching but we are currently undergoing a once in a century capital rotation in commodities and companies that represent ownership to components of ai infrastructure altcoin crypto is not worth watching because it is currently deeply structurally broken memecoin crypto is sad to watch because it’s just sharks eating minnows

1/ We’re proud to announce an $82.5M Series B, led by @BainCapCrypto and Distributed Global, with participation from @HaunVentures, Brevan Howard Digital, @galaxyhq, Sentinel Global, @Bullish, @hypersphere_, and @flowdesk_co alongside our existing investors.

I'm proud to announce that @SuperstateInc has raised a $82.5M Series B, to continue building the world's best tokenization platform and team. Thank you to our investors, and the partners that trust us to bring securities onchain, and into DeFi. Big things ahead 📈

Tokenized stocks: what’s actually tokenized? Tokens make everything look the same Your rights don’t

@zainbacchus yeah we have an RFC formalizing it eips.ethereum.org/EIPS/eip-8056

@JonWalch yep familiar with the solana token ext. whats novel to me is how they mirrored this approach on evm without the need for the typical wrapping paradigm for rebasing tokens (see stETH / wstETH)