2020 Ventures

@solana @joinrepublic @bitget SpaceX by Republic Pre-stocks already on Solana. prestocks.com/spacex

BREAKING: SpaceX is coming to Solana preSPAX, powered by @joinrepublic, launches April 18 on @Bitget IPO Prime

@peterschroederr @USDC Why is USDC total supply declining? Any theories? This from USDC tracker u turned us onto.

All time USDC volume is now over $60 trillion.

@FabianoSolana @solana And pre-stocks. $OPENAI $ANTHROPIC $XAI $KALSHI

On Solana you can literally buy the world Trade everything markets

@nfergus Yes, and Cuba encirclement.

The reason Trump forced Greenland to be the No. 1 topic at Davos was to keep European leaders from meddling in America’s Middle Eastern and Eastern European policy. 5/8

There is a rapidly forming narrative in the European and liberal media that the Europeans “won Davos”: primarily by getting Trump to “de-escalate” his demand that the United States acquire Greenland from Denmark. 1/8

@nfergus Roundtripping - not roundabouting :)

"Two things can be true at the same time: a) the data centers to power AI could be as economically worthwhile an investment as railroads, and b) we could still experience at least one stock market crash along the way to its general adoption." 1/10

@FWDind @KyleSamani Joe: “Now we’ve got to bone up on Solana”

Full interview with our Chairman @KyleSamani on CNBC Solana season is here $SOL $FORD

@FWDind GM

Gm $FORD community

The candy in the consumer vending machine are assets. Desirable assets most people couldn’t easily buy or productively use in past - US dollars, Tesla stock, Open AI equity, digital art, Meme lottery tickets. Stablecoins is first and best example, opening up dollars to the world & enabling better ways to grow and transfer them for everyone. Tokenized stocks are likely next. Everyone will be able to buy Tesla soon. Tokenized private stocks to follow. SpaceX or OpenAI anyone? There are of course a whole range of institutional use cases for smart contracts, but that’s a different vending machine. At root, for the regular Joe, it is about cool assets and ability to enjoy and appreciate them.

Help: what are some good examples of smart contracts currently on the Ethereum blockchain that a normal person would understand? Thx

@KyleSamani @AlanaDLevin And leading public ticker with a car name. BMNR/ETH must be horse & buggy.

@AlanaDLevin This was not the life arc I forecasted as a child

Squawk Box next week

@matthuang “We’ll start with a permissioned validator”… 1 para later, “As the world adopts crypto, we think there is a risk that they adopt permissioned systems.”

On Tempo, permissionlessness, L1 vs L2 Tempo will be a permissionless chain. On day 1, anyone will be able to deploy a token, and anyone will be able to transact on the chain. Some projects think that attracting real-world usage and serious institutions requires giving up on base layer neutrality. We do not think that, and that's not how we're building Tempo. The plan for Tempo is to have permissionless validation and permissionless smart contract deployment as well as permissionless usage: just like Bitcoin, Ethereum, Solana, etc. We’ll start with a permissioned validator set to get going and decentralize further from there. We’re building in features to make it easy for entities interacting with the blockchain (like asset issuers, money transmitters, etc.) to comply with their relevant obligations, but the base layer will remain neutral. This is a principle we feel incredibly strongly about (see: paradigm.xyz/2022/09/base-l…). As many parts of the mainstream world look to adopt crypto, we think there is a risk that they adopt permissioned systems. Our goal with Tempo is to help onboard them onto crypto rails that solve specific payments needs while still being truly permissionless. — Why L1 rather than an Ethereum L2? At Paradigm, we are heavily invested, both intellectually and literally, in the Ethereum ecosystem. We will continue to help it scale, and invest in and support companies building on Ethereum. We are also extremely excited about single-sequencer L2s for many use cases, including trading. But building a network for global payments will require bringing together thousands of partners that may not trust us, or Stripe, or anyone as a platform. We think a decentralized validator set—for the chain itself—is a necessary requirement for those partners, and to ensure that the chain is unquestionably neutral in the long run. From an operational perspective, we feel urgency to build for the demand that’s coming and want fewer dependencies, including on the rate of Ethereum L1 progress. With Tempo, we tried to remove all crypto tribalism and alignment games from our thinking and just focus on building the right product for crypto payments. At a technical level, we are prioritizing attributes like fast finality (L2s are generally only as final as the underlying L1), multiple validators (vs. single sequencer), and custom transaction lanes and gas pricing. Some of these are technically possible for an L2, but could be complex, slow to implement, and/or introduce many external dependencies. Tempo is stablecoin-focused, so interoperability through native issuance is more relevant to us than the native bridge to Ethereum that L2s have. We aren’t Bitcoin, Ethereum, or Tempo maximalists. We’re maximalists for permissionless crypto. We want Ethereum L1 to scale, and we want L2s to thrive. We love Bitcoin as a monetary asset. We find substance in Solana, Hyperliquid, and many other ecosystems. We want to ensure real-world payment flows happen on crypto rails, and that’s why we’re building Tempo.

@Barchart Household net worth 160 trillion and growing faster.

Total Household Debt hit $18.39 Trillion last quarter, a new all-time high 🚨 Congrats everyone, we did it 🥳🫂

@DrocksAlex2 @StaniKulechov I think that’s a no.

@StaniKulechov When I hold Aave tokens, am I a shareholder of the revenues it generates at all?

The Art of Deal 💅

@heymike777 @toly @therealchaseeb @solanamobile Anxiously awaiting ours as well. No word yet.

The whole X feed is in Seeker shipments. I've ordered mine a year ago, and still waiting for my DHL email... Toly & Chase, send me my Seeker, pleeeeese. I loved it during the Solana Crossroads, and wanna finally replace my iPhone 13 Pro Max.

@PeterLBrandt Seems inversely correlated but not predictive. At peaks especially, would think BTC market action leads & USDT follows. People sell BTC for USDT.

Brilliant. Now we need to see if it is predictive.

@ColinTCrypto Might be more informative to combine USDT & USDC stablecoin dominance in inverted measure, which would eliminate any possible shifts occurring across the two most dominant stables.

🔵 Watch This Chart Before You Take Profits! Tether Dominance $BTC Top Signal

@jerallaire Best line of interview: “there have been moments where I want to pull my hair out.”

“Are you out of your mind?” That’s what I heard more than once in the early days of Circle. Twelve years later, the GENIUS Act has been signed into law, and we can now say the internet of money has arrived. 🧵

How Circle’s Allaire Kept the Faith $CRCL semafor.com/article/08/15/…

Winston Artory Group Enhancing Art Collection Thru Tokenization observer.com/2025/08/winsto…

Congratulations Jeremy & entire Circle team! $CRCL

@PeterLBrandt Close! Madison Square Park. Interesting note, the large Elm tree in background is over 200 yrs old & one of only a few east coast Elms that survived Dutch Elm Disease on east coast (due to being protected by buildings around the park).

@2020vc Central Park???

Blessed to see Catalina Mountains everyday in Tucson AZ. Migrating to MN soon. Please post your current sights