Alpha Research Group

Two thousand years of quiet conversations on the Bosphorus. We're adding a few more. Satoshi Genesis road show, Istanbul, May 21–26. By invitation. 🥃 ↓ linkedin.com/posts/alphares…

Agreed. Building on @ethereum or @arbitrum is the ideal way to be full decentralized. @base and other L2s are technically sound, but lack sufficently decentralized infra. @conduitxyz is a great resource for organizations who need private app chains or test networks. We used them when developing @TrustWireAI

Ethereum is quietly becoming the biggest winner in crypto thanks to the CLARITY Act. The new U.S. bill sets a clear “decentralization test” — five simple rules that decide whether a token is truly independent or still controlled by its team. Ethereum passes all five with flying colors: fully open-source, permissionless, no single group owns 49% or more, no one can censor users, and the network runs autonomously. Most other altcoins don’t. Solana is borderline at best. Chains like Sui, Avalanche, Hedera, Tron, and nearly every “ETH killer” fail on multiple points — insider control, upgrade power, or concentrated token ownership. Under CLARITY, they get pushed into a lower “equity” tier where price is capped by real revenue and fundamentals. Ethereum gets the top “monetary premium” tier — the same rare category as Bitcoin. No artificial valuation ceiling. No more regulatory gray area. The two biggest bear cases against ETH (SEC risk and being replaced by faster chains) just disappeared. While the market obsesses over which tokens might fail, Ethereum just locked in a structural advantage no other smart-contract platform has. CLARITY doesn’t just regulate crypto. It quietly crowns Ethereum as the only real Tier 1 player left.

@Securitize 💯💯

It's a good week to Tokenize the World.

@kanyewest @Lamborghini Make sure you all join me for the premier of the @AlphaResearchG podcast on June 12th 2026 on @Spotify and @youtube

RWA tokenization went from $5.8B to $30B+ in 18 months. BlackRock, Goldman, Fidelity, NYSE all building on top. Wall Street isn't fighting crypto anymore. They're copying the entire financial system onto it.

@GolfPirate369 @SoulboundSec 🫡

Some days the boat finally catches the wind. @SoulboundSec just agreed terms on its first venture funding round valuing us at 26.95m. Years behind us, years still ahead. Grateful to everyone who believed early — and the team that wouldn't quit. 🏴‍☠️⛳️ linkedin.com/posts/soulboun…

From "System of Record" to "System of Intelligence" In the next decade, you want to own the system of intelligence that pulls from the system of record, becomes the user’s one-stop shop for gaining context and taking action, and turns the SoR into something that’s primarily consumed at the API layer. The reasoning layer that sits above the database is where a new generation of companies is being built, and it’s where the majority of the next decade’s enterprise value of GTM software will end up. Full piece from a16z's Gio Ahern, Steph Zhang, and Alex Immerman: a16z.news/p/from-system-…

@coinbase @HyperliquidX @SoulboundSec should be your official payment rails, ensuring all users can receive their funds on chain privately from your exchange wallets for just 1%. Live on @arbitrum right now. 65k perfect transfers. @brian_armstrong

Today we’re expanding our support for @HyperliquidX by becoming the platform’s official treasury deployer of USDC. Onchain markets operate 24/7 and require collateral that is always available, instantly transferable, and deeply liquid - USDC delivers exactly that. Alongside this, we’ve also significantly increased our position of staked HYPE.

Huge milestone for @SoulboundSec — terms agreed on a venture round valuing the company at $26.9M. Privacy as financial infrastructure was a hard thesis to back early. Glad we did. Onward to FCA approval. 🛡️ linkedin.com/posts/soulboun…

CLARITY is closer than ever. The bill is strong. It will benefit the American people by making the US financial system faster, cheaper and more accessible. It will also ensure that the US leads in the global race to build the next generation of our financial system. Huge thank you to the Senate, their staff, and 3.7m @standwithcrypto advocates for helping to get this legislation to where it is today. Mark it up.

Introducing Circle Agent Stack: financial infrastructure for the agentic economy. Agent Stack gives agents the tools to: → Hold and move USDC through Agent Wallets → Discover services through Agent Marketplace → Execute repeatable financial actions through Circle CLI All within defined permissions and guardrails. Explore the site: agents.circle.com Read the blog: circle.com/blog/introduci…

@GolfPirate369 Very generous sir. 🫡

FYI the first 100m of our satoshi genesis fund round I am personally guaranteeing. Zero loss. It's just a trust test for the real ones, min 1000btc or 100m net worth, don't risk anything you cant afford to lose. Participants will gain access to our 1bn round in 2027. 🥳 🎉 🪅 🎊

Tokenized “real-world” assets (RWAs) have surged 10x in two years, now topping $30B — with nearly half held in U.S. Treasury debt. The growth reflects rising institutional demand to put traditional financial instruments onchain, from government bonds and commodities to equities and private credit. While U.S. Treasuries dominate today, the asset class is broadening, with more categories gaining meaningful share in recent quarters. Note: RWAs are traditional financial instruments such as government bonds, commodities, and equities that are represented onchain as tokens.

BREAKING: We're Tokenizing the World on Solana.

@cdixon Congrats on the raise! We're closing our Satoshi Genesis fund this fall, though ours will be denominated in BTC.