Coco Kee

First the Claude Code leak and now this. In the same week. "AI safety" by way of "we'll lock it up" is just totally dead. Kaput. Pushing up daisies.

Why a16z Should Back Every Single European Founder That Moves to the US: "We should back every single European founder who moves to the us, like we should just reflexively say yes. That's a combination of two things. 1. The raw level of talent that the great education system provides. 2. The move to the US indicates a willingness to seek risk and a greater level of achievement." @pmarca Love to hear your thoughts on this @t_blom @immad @dessaigne @Bandrew @joshbuckley @collinmathilde @maccaw @taavet

Charles Schwab, Citadel-backed EDX joins list of crypto firms seeking national trust bank charter theblock.co/post/396133/ch…

B2C2, the institutional liquidity provider majority owned by SBI Holdings, tapped Solana as its primary network to route and settle large-scale stablecoin transactions. theblock.co/post/395985/b2…

News: The Treasury Department has officially kicked off the effort to implement the GENIUS Act with the release of a notice of proposed rulemaking. 60 day comment period, 87-page rule

Today, I’m very excited to announce that I will be joining @FTI_Global as the head of Franklin Crypto. The convergence of traditional finance (TradFi) and the digital asset ecosystem is no longer a "future" trend—it is the reality of 2026. As I prepare to step into my new role leading Franklin Crypto with @sethginns and Tony Pecore, I am incredibly energized to help lead this firm’s continued evolution in a space that is fundamentally rewiring how global markets operate. Crypto’s institutional era is upon us, and to succeed, Franklin Crypto must leverage its deep and unique understanding of crypto and traditional finance to build differentiated, scalable and compliant products for our clients. My journey has always been defined by a foot in both worlds: the rigorous, disciplined structures of traditional finance and the high-velocity innovation of the crypto markets. At Franklin Templeton, my goal will be to leverage this unique vantage point to partner with our clients, building the institutional-grade products they need to succeed in this new digital frontier. We aren't just observing the market; we are active participants in its transformation. Markets are tokenizing. The once-distinct lines between crypto and traditional assets are blurring into a single, cohesive financial landscape. Perhaps most importantly, the era of the "9-to-5" market is fading as we embrace the reality of 24/7 global liquidity. It is fascinating to look back even just a few years. Previously, there was a perceived "reputational risk" for an institution to be involved in crypto. Today, that narrative has completely flipped. In 2026, the true reputational risk lies in not having a digital asset strategy. As the "Institutional Era" of crypto takes hold, our clients expect more than just exposure—they expect sophisticated navigation with people they can trust. Franklin Templeton has spent years building the foundational infrastructure—including the proprietary Benji Technology platform—and the deep internal expertise necessary to manage these assets with the same precision as any traditional portfolio. The timing for this transition couldn't be better. We are currently seeing a unique divergence: while broader market sentiment may fluctuate, the underlying fundamentals of the crypto markets continue to improve at an exponential rate. Our mission is simple: to attract the best investment talent, build leading digital infrastructure and support the needs of our clients in this exciting new world. We differentiate ourselves through an exceptionally deep knowledge of both crypto-native protocols and traditional asset management. By combining this expertise with Franklin Templeton’s legacy of operational excellence, we are perfectly positioned to deliver for our clients as they scale their own digital journeys. I look forward to what we will build together.

Ten years after a video shared millions of times, that moment of compassion has been cast in bronze.

I mentioned this last year on @theallinpod and the crypto bros freaked out. Two things are true about crypto bros: they are extremely technical and extremely belief oriented. Sometimes, though, the latter clouds the former. This paper from Google, though, is quite reasonable and raises some important technical questions. If you believe in AI leading to AGI/ASI in the semi near future, the most obvious honeypot to point an AGI/ASI to is cracking a crypto project like Bitcoin. Essentially becomes free money. The crypto elders should start spending more effort organizing on a timescale that makes crypto quantum resistant / proof in these next few years with a conclusive roadmap.

i wrote about this duality from the banks a couple weeks ago.. how they are working to integrate blockchains and crypto while their lobbyists and trade groups simultaneously obstruct in washington

Good news! Still complicated (Register/KYC on Superstate → Allowlist Solana wallet → Acquire GLXY (buy on Jupiter or tokenize existing shares) → Connect to Kamino Superstate Market → Deposit GLXY as collateral → Borrow USDC), and U.S. citizens and residents are not allowed to access it. Why not?

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.

Valinor raised $25M, a strong signal that RWA, especially private credit, is moving onchain quickly. Private credit will account for 40-50% of RWA's total market of $50-60B in 2026. However, comaring to private creidt's $3.5T total market, onchain market is still just beginning. thedefiant.io/news/defi/vali…

@USDOL proposed rule: "Digital assets are a new form of investing that includes a wide variety of assets that can be stored and transmitted digitally, including cryptocurrencies such as Bitcoin and other tokens." Bitcoin in 401(k)s @BitcoinMagazine @pete_rizzo_ Probably nothing.

The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”

@paulslee84, CEO of #Bitplanet, will be speaking at @TheBitcoinConf in Las Vegas. Paul will join @JasonSoraVC of @SoraVentures to discuss what it takes to build a successful bitcoin treasury company beyond simply holding Bitcoin, covering strategy, market cycles, technology, product market fit, and the operating principles behind long term success. April 29, 12:00 PM to 12:30 PM Bitcoin 2026, Las Vegas

Today, we welcome the first wave of extraordinary members to President Trump’s Council of Advisors on Science and Technology (PCAST). Rooted in the tradition FDR began in 1933, PCAST unites America’s brightest minds to advise the President on the most pressing national issues in science and technology. Under @POTUS, PCAST will focus on the opportunities and challenges that emerging technologies present to the American worker and how to best ensure the U.S. continues to lead in the Golden Age of Innovation. Marc Andreessen Sergey Brin Safra Catz Michael Dell Jacob DeWitte Fred Ehrsam Larry Ellison David Friedberg Jensen Huang John Martinis Bob Mumgaard Lisa Su Mark Zuckerberg whitehouse.gov/articles/2026/…

Morgan Stanley Bitcoin ETF $MSBT got an official listing announcement from NYSE, that typically means launch imminent..

JUST IN: NYSE partners with Securitize to develop a 24/7 tokenized securities platform.

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