neira

There's no way AI agents tolerate T+2 settlement, no matter how liquidity-efficient it is

@alfongj Sent from my iPhone

One unfortunate side effect of AI is that writing more than two coherent paragraphs online now feels vaguely incriminating. Take the time to develop an argument, use complete sentences, or connect two ideas with suspiciously clean transitions, and people assume you generated it between meetings. A few years ago, the same post might have been called thoughtful. Now it is “AI slop”: polished, generic, structurally impeccable, and somehow saying the conclusion three different ways. We have not lost the ability to think deeply. We have entered a new era where sounding articulate is itself evidence that you probably didn’t. _Would you like me to make this sound more natural, personal, and less AI-generated?_

@obchakevich_ Thanks Alex!

@borjaneira_ good read!

@YtEljefe1 Thanks Yoav!

@borjaneira_ Top read… as usual

@NoelleInMadrid Asturias 🔵🟡

@borjaneira_ beautiful

@prosumerworks Ty sir!

@borjaneira_ 좋네😊

@GrayWa Writing this very interesting article so I never read it

@borjaneira_ Bookmarking this very interesting article so I never read it

Receive policies are a unique feature on @tempo. On other public chains, anyone can send you any tokens they want. This can cause trouble in many ways: 1. A user could send the wrong token to a liquidation address (e.g., USDT0 to an address that is only meant to work with OUSD) 2. An address owned by a regulated entity could receive unwanted tokens (memecoins!) 3. An address owned by a regulated entity could receive tokens from unacceptable senders (non-KYC'd users, sanctioned entities).

@Molina_Jorda Muchisimas gracias Javier!

@borjaneira_ @borjaneira_ congrats... es uno de los mejores trabajos q he visto sobre stablecoins. Evitas la narrativa habitual "las stablecoins sustituyen a los eurodólares" y explicas dónde aparece realmente la creación de liquidez. Muy top !

@deLarg0 Que me enseñen el dato! 😂

@borjaneira_ que tal los tryhards que no ven fútbol o no toman alcohol? están generando más dinero que tu Borja!!!

One of the best threads I've read this year. Required daily reading TL;DR: You don’t have to pick just one thing and give it 100% of your life. You have to want it all Life isn't a formula where you calculate whether spending two hours on one thing means losing two hours on something else Time spent working out, going out or enjoying yourself isn't wasted productivity, because having more energy and a better attitude makes you perform better at everything, including work Stop grinding with a stressed-out face and just enjoy what you’re doing It’s not a straight path. It’s more like exploring a forest. Everything comes down to your attitude and energy The tricky part is that you can’t fix just one area. You have to improve the whole system for any specific part to actually get better

@matthuang 👏

Paradigm’s 4th fund $1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier

Most assume that stablecoins are replicating the role of Eurodollars and expanding the offshore dollar system. This is not the case. In reality, stablecoins primarily substitute for specific layers of the existing system - particularly operating and settlement balances - which can even reduce the credit multiplier in the segments that matter most to the Fed The open question is what happens when new monetary claims are created one layer above the token. This article examines how this new collateral channel actually works, what conditions are required for it to scale, and why its stress dynamics are structurally different from those of the traditional Eurodollar system.

@AnjliAmin 💯

Stablecoins are great at moving dollars you already have. But cross-border payments aren't really about moving dollars, they're about sourcing them at the right place and time. A stablecoin is cash sitting still. It doesn't create funding. That's the hard part, and it's still unsolved.

@HEsbfaq 💯

@borjaneira_ The question is not only how digital dollars move, but how they shape the financial systems built around them.

@_0xnix 😂😂

@borjaneira_ borges ❌ borja ✅