Adrian Uberto

@dgt10011 🫡

Resigned as CIO of ProCap today. Day 1 of whatever's next. More soon.

Amid ongoing debate about Ethereum's roadmap and the role of L2s, the rollup-centric model has materially reduced execution costs while expanding throughput. L2 fees have collapsed. As of January 2026, a standard transfer on @Arbitrum costs ~$0.002 — down over 1,400x from 2022. Dencun (Mar '24) was the structural inflection, compressing L2 fees ~94% in subsequent months. L1 fees have also declined. A USDC transfer on Ethereum mainnet now runs ~$0.25, with Fusaka (Dec '25) increasing gas limits and reaccelerating L1 activity (+47% in daily transactions post-upgrade). Sub-cent fees on L2s unlock use cases that were previously uneconomical: micropayments via x402 protocol, day-to-day stablecoin payments, and AI agents transacting on behalf of users at machine speed.

Wall Street is moving deeper into crypto: Last week, Apollo struck a deal to support onchain lending markets for the first time in history. The deal allows Apollo to acquire up to 90 million MORPHO tokens over 48 months. Just days before that, BlackRock announced it is purchasing UNI tokens alongside its integration of its tokenized BUIDL fund onto Uniswap, where it will be traded by institutions. On February 2nd, Jupiter, the world's leading onchain platform, struck a deal for a $35 million investment from ParaFi Capital, investing directly in the platform's JUP token. Onchain institutional investment activity is heating up.

Latin America is one of the fastest growing regions for mainstream crypto adoption. Stablecoins lie at the center, establishing a low cost and accessible financial layer for USD savings, remittances, and payments. Regional crypto inflows are approximated at $800B-$1.2T in 2025 (+38-107% YoY). Mobile-first fintech leaders such as @lemonapp_ar (5M+ accounts), Félix Pago (40k+ payout locations), and @MercadoBitcoin (4M+ accounts) are driving mainstream usage across key markets. In Argentina alone, 12.5% of the population is now interacting with crypto. See more at ParaFi Signals (parafi.com/signals).

@HHorsley 🎯

In 2006, every section of Craigslist was a $1b marketplace startup waiting to happen. In 2026, every section of PWC's website is a $10b AI startup waiting to happen.

@teddyfuse 💯 🎯

This is the type of week people realize that ‘If I’d only bought Bitcoin in 2015’ wasn’t a trade. It was years of metal and conviction.

Tokenized gold had a record year in adoption: supply grew +155% YoY and holders grew +65% YoY. Nearly 700k oz of gold were newly tokenized across PAXG and XAUt, lifting total on-chain supply to 1.15M oz — about ~0.016% of above-ground gold — and market cap to $5.4B (+332% YoY), demonstrating demand for blockchain-native gold exposure beyond speculative price action and signaling a broader trend of hard-assets moving on-chain. See more at ParaFi Signals (parafi.com/signals).

We're excited to launch ParaFi Signals, a recurring series of bite-sized insights on trends shaping digital assets. Today's insight, courtesy of @JonoBSB: Monthly trading card volume increased ~15x YoY in 2025 as tokenized Pokémon and sports cards gained mainstream traction across platforms like @Courtyard_io, @Collector_Crypt, and @Phygitals. Today, over 5M cards are tokenized and traded on chain

Polymarket is now the exclusive prediction market partner of the @WSJ and @DowJones. A monumental step for our institutional adoption. The Wall Street Journal. Dow Jones. Wouldn't have believed this a year ago. Grateful to make this partnership a reality.

@dgt10011 @APompliano @dgt10011 🫡🚀🚀

I’m joining ProCap as Chief Investment Officer. Here’s how @APompliano and I plan to build on the platonic ideal of a sovereign treasury— Purpose-built. Permanent. Principled. To lead the post-fiat era anchored in the ideals of the Bitcoin Standard. Bitcoin is the hurdle rate.

@coinwatchdotco 👏 🚀 🫡

Today we’re announcing Coinwatch Track - a new way for crypto projects to see what their market makers are doing in real-time, using their API keys.

The Crypto Treasury Playbook 🎙️ @joshsolesbury @JasonYanowitz Ben Forman 02:54 Crypto Treasuries Overview 23:51 Scale of Crypto Treasury Vehicle Growth 27:11 Green Flags When Launching A Treasury 53:56 Joining Top 50 Equities 01:03:15 This Cycle's Top Signals Full episode available via links below ↓

Proud to announce @Polymarket’s partnership with @X and @xai as their Official Prediction Market Partner. The two top truth seeking apps on the internet are stronger together. Welcome to News 2.0. Stay tuned

I still cannot believe that I can: - look at a world map and tap anywhere to zoom in at street level - instantly access any song, book, movie, tv show, or podcast ever made - have any conceivable question and get an immediate answer or video explanation - take a photo or video wherever I am and add it to my massive, searchable, always accessible personal archive - video call anyone in my life, at anytime, no matter where they are - watch live sports on a little wireless glass rectangle - type out these thoughts and have them read by thousands of people, all over the world, a few seconds later

@santiagoroel 🫡 🚀👏👏👏

I’m building a chain. Inversion.  Instead of differentiating on consensus mechanisms or the nth technical improvement, we are inverting and differentiating on solving crypto’s biggest problem: go to market. The user journey in crypto today is broken and traumatic because it begins and shortly ends with pure speculation. We can do much better. Memes are cool but we are selling ourselves short as an industry.  Inversion is here to change that. We don’t pretend to convince businesses, we will acquire and transform them. Berkshire onchain. We’re on a mission to build the largest and most economically thriving chain. We care about one thing: real GDP onchain 🟢 We know that businesses can radically improve their operations and performance by moving onchain. Inversion chain will be tailored to fuel the world’s first crypto-native private equity strategy, acquiring traditional businesses and anchoring them on our chain. The tech is ready The time is right If you’re still reading, here’s the call to action: I’m looking to hire the most cracked CTO and Chief of Staff. These will be the first two hires at Inversion. CTO: if you’ve built truly magical stuff, I want to talk to you. You may be on the fence or think this is just another chain. Hear me out. I’ll make it worth your time.  Chief of Staff: you’re going to be involved in everything. You anticipate, you solve, and you’re a much better version of me. I only want to hire A+ talent. A+ talent hires other A+s.  If you know someone that fits this description please send them our way. We will pay $30k for referrals we hire. Come join us @inversion_cap Berkshire onchain

@HHorsley 🫡 🙏 🚀

A $300M wealth firm in California emailed today saying they invested 63 clients in Bitcoin via our ETF. Makes me so happy. Wealth managers will help millions of investors participate in the opportunity of this space. It's a privilege to support them.

If you bought $100 of Bitcoin when Coinbase was founded in June 2012, it would now be worth about $1,500,000. If you kept the $100 USD you'd only be able to purchase about $73 worth of goods today. Bitcoin is the best performing asset of the last 12 years, and it's still early days. Every government, especially those looking to create a hedge against inflation, should create a Bitcoin strategic reserve. Happy Bitcoin $100k day.

The first $100,000 is the hardest.

NEW POD: ParaFi's 10 Crypto Predictions for 2030 - Bitcoin to hit $815K, gold parity - AI driving 90% of on-chain activity - Stablecoins reach 10% of M2 supply - Nation-state Bitcoin resource race @JasonYanowitz @Yedidbotton @paraficapital 0:00 Introduction 2:15 Predictions for 2030 5:02 Bitcoin Price 2030 Prediction 13:42 Stablecoin Growth 29:55 Tokenized RWA Growth 40:14 Prediction Markets 47:54 Media & Prediction Market Relationship 55:43 Skale Magic Eden Uniswap Mantle Ledger Ad 59:18 AI is 90% of Onchain Activity 1:07:50 Application Layer Boom 1:14:52 Wallets as the New Banks 1:24:43 Solana Parity with Ethereum 1:32:16 98% of Tokens Underperform BTC 1:41:24 Blockchain GDP to $1T 1:50:24 Honorable Mentions 1:53:42 Geopolitical BTC Race

@HHorsley @bitwise What a hardworking genuine team what a firm 🚀 🚀

This week, @bitwise crossed $10,000,000,000 in client assets across the Bitwise suite. 100% of that is invested in the bitcoin & crypto opportunity set. It's not a side project for us. Today, we have 30 investment solutions — ETFs, ETPs, index funds, hedge fund solutions, yield solutions, SMAs, staking — to help clients participate in whatever part of the opportunity they want to, with peace of mind. As ever, all 95 of us strive every day to be a partner investors can rely on for the long term to steward their investments. And that this ecosystem can rely on to care about it's soul. Grateful to our clients, and to be on the journey with all of you. We think this space is changing the world— for the better.