Michael del Castillo (working with Proof of Talk)

🚨NEW: We sat down with @TomZschach, former CIO at @swiftcommunity, to discuss why the "we're replacing SWIFT" narrative was always flawed and why the real bottleneck to tokenization isn't settlement. It's trust. After helping lead SWIFT's digital asset strategy, Tom is now building a new venture focused on what he believes is the industry's biggest unsolved problem: how regulated financial institutions accept and validate tokenized assets at scale. Links below.

After 20 years in traditional finance, I am going all in on decentralised AI. The AI race will shape far more than markets. It will decide who controls access to intelligence, how knowledge is produced and where power ultimately sits. So @ArtiomS and I created @xTensorCapital and @xTensorLabs. AI cannot be built entirely on infrastructure controlled by a handful of companies. We are backing the parallel path. The thesis is simple: decentralised AI remains underinvested, undervalued and widely misunderstood. It is early, technically difficult and easy to dismiss. That is exactly where asymmetry lives. xTensor Capital invests. xTensor Labs builds and operates. Each makes the other sharper. Much more to come on what we are building, learning and backing. Stay tuned!

Securitize is now officially a public company, listed on the @NYSE under the ticker SECZ. Our focus is unchanged: building the regulated infrastructure for the next generation of capital markets. To everyone who helped us get here, thank you. Tokenize the World.

𝐁𝐢𝐠 𝐍𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐏𝐚𝐫𝐢𝐬: @circle 𝐢𝐬 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐚𝐧𝐝 𝐨𝐧𝐥𝐲 𝐦𝐚𝐣𝐨𝐫 𝐠𝐥𝐨𝐛𝐚𝐥 𝐬𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧 𝐢𝐬𝐬𝐮𝐞𝐫 𝐭𝐨 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐌𝐢𝐂𝐀 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 🇫🇷 🇪🇺 I am proud to share that we have received our authorization as an e-money institution (EMI) from the French prudential regulator ACPR. This EMI license enables us to issue both EURC and USDC through our regulated French entity in a MiCA-compliant way. Starting today, EU customers can open Circle Mint Accounts with Circle France, allowing them to directly access and redeem USDC and EURC in a MiCA-compliant manner, utilizing common EU payment systems like SEPA and SEPA Instant. This marks a significant milestone for Circle and also for me personally. The European crypto market is set for a major transformation this year, with non-compliant stablecoins ultimately disappearing from EU exchanges and crypto-asset service providers. We view this as a tremendous opportunity for the growth of EURC and USDC in the region and are doubling down on our efforts in the EU. 𝐀𝐬 𝐨𝐟 𝐭𝐨𝐝𝐚𝐲, 𝐚𝐦𝐨𝐧𝐠 𝐭𝐡𝐞 𝐭𝐨𝐩 50 𝐬𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧𝐬 𝐛𝐲 𝐦𝐚𝐫𝐤𝐞𝐭 𝐜𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧, 𝐔𝐒𝐃𝐂 𝐚𝐧𝐝 𝐄𝐔𝐑𝐂 𝐬𝐭𝐚𝐧𝐝 𝐨𝐮𝐭 𝐚𝐬 𝐭𝐡𝐞 𝐨𝐧𝐥𝐲 𝐨𝐧𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞 𝐌𝐢𝐂𝐀-𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐭. Today's milestone undoubtedly represents the largest project, challenge, and success I have been working on so far. I joined Circle less than two years ago, when EURC had just launched, and Circle had already committed to bringing EURC and USDC to the EU in compliance with new MiCA regulations. Over the past 18 months, we have worked tirelessly to achieve this, and it is no coincidence that we are now the only major global issuer to make it happen. Navigating MiCA’s rigorous standards and rules is complex, especially for global stablecoins. In close consultation with French, EU, and US authorities, we have designed and implemented a robust and compliant dual issuance model for USDC, with Circle France becoming the issuer for our EU customers. All USDC out there remain globally fungible. EURC will be fully issued by Circle France, with all reserves held by Circle France in compliance with MiCA standards. Huge shoutout and thank you to all Circle colleagues involved in this project— way too many to tag here—whose teamwork and dedication have made this possible. Really grateful to be part of this team. I am about to publish an article with @ddisparte on how MiCA’s implementation will fundamentally transform EU crypto markets this year. This will also be the topic of my presentation at EthCC in Brussels on July 9th. So stay tuned! Incredibly proud of what we have achieved and even more excited for what lies ahead for us in the EU 🎉 💪

Congratulations to @carlosdomingo for being named EY Entrepreneur of the Year 2026 in Florida. Under his leadership, Securitize has become the leading tokenization platform trusted by the world’s largest asset managers. Tokenize the World.