Bald Bearded Guy

@PFM_Crypto @CFTradercom is prob the next one, no?

Which crypto prop firms do you want to see listed on PFM Crypto? Tag the firm in the comments ⬇️

@Intellishares Financial RWAs proved that tokenization works at an institutional scale, and that's valuable. Treasuries are real, but they're not infrastructure. Solar panels generating electricity and earning grid fees are infrastructure.

Most "RWA" projects tokenize financial products. Bonds. Treasuries. Credit instruments. That's securities on new rails. Real-world means physical infrastructure you can stand next to. Solar panels producing kWh. Batteries responding to grid signals. Revenue earned from electricity sold to actual customers. If the token doesn't connect to something that generates measurable output, it's not a real-world asset. It's a financial product with better marketing.

New research published in Joule finds that climate change could raise rooftop solar costs by up to 20%. The mechanism: rising temperatures accelerate module degradation, shorten panel lifetimes, and push up the levelized cost of electricity. This matters more than most people realize. 🧵

@Intellishares Real-time monitoring, transparent performance data, and adaptive O&M strategies are how you protect 25-year infrastructure investments in a 2.5°C+ world.

@Intellishares Does the real-time transparency matter to most retail investors, or is that more of a marketing differentiator?

Forbes dropped an article last week making the case that Yield Coins are crypto's most compelling adoption story right now. With BTC’s price dropping from its ATH and the Fear & Greed Index at 11, the timing of the argument is hard to ignore. We think they're onto something. And we think it goes further than what they are suggesting. 🧵

👀👀👀

@Intellishares Once you approve a coal plant, the politics and financing make it nearly impossible to cancel. That's a 30-year carbon commitment from a decision made during a blackout panic.

China is installing wind and solar equal to five large nuclear plants every week. At the same time, they built 50+ new coal plants in 2025, which is more than the previous decade combined. So why the contradiction?

@Intellishares Whoever figures out how to deploy distributed storage and grid flexibility at scale wins the transition.

The IEA's Electricity 2026 report is out, and the generation story is settled. Solar deploys 100x faster than nuclear. Wind is 25x faster. 448 GW of new renewables were installed last year alone. 600+ TWh of solar will be added annually through 2030. As nuclear scholar Paul Dorfman puts it: "renewables add as much capacity every two days as nuclear adds in an entire year." The generation race is over. But the transition isn't. 🧵

Where energy transition capital is flowing tells you who's leading the shift. @renew_economy reports on BloombergNEF's latest data, is showing $2.3 trillion in energy transition investment for 2025, which is up 8% from 2024. China remains the largest market at $800 billion, but they had its first decline in renewables funding since 2013. The EU jumped 18% to $455 billion and contributed most to global growth. 🧵

@Intellishares @renew_economy One country outspending an entire continent on energy transition, and they're also making the equipment everyone else installs.

@Jason Epstein grifter!

Namaste 🙏

America’s political landscape is more complicated than it used to be. Here’s my attempt to depict what I see as the seven broad camps today. Most people I know fall pretty cleanly into one of these circles (each of which has some common ground with the two adjacent circles). Some additional points: - The top two circles (green/yellow) are concerned first and foremost with the rise of illiberalism—disregard for the constitution, cancel culture, mob behavior, political violence. They see liberal vs illiberal as more critical right now than left vs right. In 2020, they agreed that wokeness was bad but today they’re divided on whether Trump or Harris/Biden are the lesser of two evils. - For the middle two circles (blue/red), left vs right is the main thing. They’re not illiberal themselves but tend to focus on illiberalism from the other side while ignoring or condoning illiberalism from their own team. Both skew older and are the main consumers of traditional media, whether it be cable news or newspapers. - The two lower circles (pink/orange) share a strong sense of grievance, place utmost importance on identity, tend to view identity groups (race, religion, sex, etc.) as monoliths, and are prone to believing conspiracy theories that fit with their worldview. Both skew younger, with woke skewing feminine and upper class and groyper skewing masculine and lower class. Both use revolutionary rhetoric, seeing the establishment as rotten to the core, and readily employ illiberal tactics under the belief that desperate times call for desperate measures. Thoughts?

@Intellishares This clarity is rare in crypto. Knowing exactly what you're buying (utility vs ownership) should be standard but it's not. Appreciate the transparency.

There are two distinct exposures on IntelliShares: INT token → Payment layer for platform access → Required for RWA subscriptions → NOT a security, no profit-sharing rights RWA tokens → Fractional ownership of specific infrastructure → Revenue rights from operational assets → Subscription-based, defined duration INT ≠ revenue claim RWA ≠ speculation Know which risk profile you're evaluating.

@twynexyz @aave Now that's a proper boost! Congratulations

Today, Twyne finally rolls out to all @aave users. Create an instant liquidation buffer or squeeze more loops. Here's how to supercharge your Aave loans with Twyne:

IYKYK!

@stakedotlink @chainlink @swissborg @0xPolygon Congrats!!!

🟪 Liquid Staking powered by the @Chainlink stack sets a new standard for $POL Staking ⛓️‍💥 By integrating $stPOL, @SwissBorg users now tap into the most secure LST in the @0xPolygon ecosystem. Secure, transparent, and always compounding. Level up your yield. Tap in.

AI is writing more code than humans, but our infrastructure still assumes the code is trustworthy. That assumption breaks in the era of AI-generated and agentic workloads. Akira Labs isolates execution at the hardware level so teams don’t have to choose between speed and safety. This is the foundation of AI-native infrastructure.

@theRZLT Awesome review! thanks for sharing

📦The UNPACKED Series: @karumihq Welcome to UNPACKED. This week, we’re exploring Karumi, the AI that does product demos like a pro. Let's jump in👇 Your best leads are ghosting you at 11 PM. Prospect lands on your pricing page. Perfect fit. High intent. Ready to see the product. But it's 11 PM in São Paulo. Your sales team is asleep in San Francisco. "Schedule a demo" button? They're gone. By tomorrow, they'll have moved on to a competitor who replied faster. You lose 60% of inbound leads to time zone differences and calendar friction. Meanwhile, your sales team is drowning in demo requests, repeating the same walkthrough 8 times a day, while their actual job, which is closing deals, gets pushed to "tomorrow." The demo shouldn't be your bottleneck. But it is. 1/9🧵