spaced9000

It's like an #AVALANCHE

@DastardlyDaniel Call it collateral murder and then transition to a hacker sim

@DastardlyDaniel Accidentally made a video the first time

Monday Morning Reality Rundown: Overview: 🟢 The End of Crypto 🟢 The Beginning of Institutional BlockchAIn 🟢 10 Focal Points for 2026 As expected, the adults have entered the room to take over. Banks. Institutions. Funds. Multinationals. Governments. GG degens. Thanks for playing. Crypto had a chance to deliver a global economic revolution. It would have required banking the unbanked, putting work onchain, and righteous self-policing. We had the tech. Apparently, we lacked the collective will. Admittedly, pulling it off was a Steph Curry from the locker room tunnel long shot. Most humans are wired towards self-interest; cryptonauts are hyperbolic discounters on Adderall. But as of 2022, blockchain's innovators had legitimately earned humankind a tiny window of opportunity to organically build a parallel new economy spouted from digital grassroots. Think Linux + capital. Instead, despite the best efforts of some legendarily noble builders, crypto culture became synonymous with financial nihilists preying upon a desperate generation's economic hope. Ultimately, the sum economic force vector of the industry to date has been defined by: 🤮Memecoins 🤮Ponzis 🤮NFT speculation 🤮Play-to-Earn 🤮Pump & Dumping 🤮Rugs 🤮Fraud In short, Satoshi and @VitalikButerin launched a moonshot to change the world. Crypto launched Fartcoin then rugged the exchange it traded on. This degen dynamic undercut real projects aimed at long-term value compounding. And of course, Gensler repeatedly sweeping the leg certainly didn't help. So now the highly probable has occurred -- immensely valuable world-altering tech will be removed from the hands of a largely unserious industry by the legacy "Masters of the Universe." Sad, but more often than not this is the history of tech advancement. Big fish eat little fish, the house always wins, your size is not size. Notably, this move from crypto culture to institutional blockchain coincides with: 1) AI racing towards AGI 2) Quantitative Easing arriving in January We'll save the AI deep dive for next week's MMRR. Right now, we'll focus on the QE. As far as I understand the wilderness of smoke and mirrors that is the Fed & Treasury, the US govt's stated approach will be to issue and acquire $40B tranches of short term 2-4 month duration bonds instead of longer-dated paper. Rather transparently, this is: 🕚A play to buy time amidst fear, uncertainty, and doubt 🤖 To cook up an economic miracle with AI ⛽️ While continuing to pump wealth into the tanks of the financially well-placed 🇺🇸Operating within the constraints of the global market being too spooked to invest in the 5-30 year long-term future of the rapidly depreciating USD. To translate this to people who think the only purpose of crypto is trading: we're about to see the first institutionally coordinated money-printer pump into tokens. Research the Cantillon effect then buckle up. This time retail won't be leading the buying driven by mainstream narratives. It will be smart money buying the tech they need to build the onchain future they fully intend to own. Which means now would be a good time to ask yourself which fundamental blockchain components those Masters of the Universe immediately need in order to increase the profitability of their universe. Here are my 10 Focal Points to Watch for 2026: 1) Streamlined Tokenization makes value legible and manipulable to smart contracts and AI. Anti-fragile ERC standards are gonna matter. A lot. 2) Smart-contracting eliminates costly OPEX and leverages automation to accelerate value flow. With apologies to Solana and Move, the EVM community is up 40 to 32 going into the last round of a 5 round championship cage fight. If you're gonna pull off the upset it's gotta be by knockout. Which means your transactions always have to go through. Zero outages. Zero failures. Memetime's over. Time to deliver results. 3) Oracles are required for translating real world data into onchain value. Imagine verifiable weather tracking adjusting orange futures hedges in real time. Now imagine a digitized economy that does that for every industry, everywhere, dynamically. AI-powered DePin IRL IoT oracles is a vastly overlooked space. 4) Privacy is demanded by every institutional trader, bank, fund, and company. If you don't think you'd want to visibly publish your economic activity to the whole world rest assured they want to even less. Think zks, but also FHE and ZEC-as-a-service. 5) Digital sovereignty is mandatory -- institutions have finally grokked that data is officially more powerful than dollars and consider it existential to own the data stack. Banks will flat out refuse to operate on a chain they don't own. How do I know this? After a few beers they told me. 6) Interoperability between these digitally sovereign chains is essential because fractured liquidity defeats the majority of blockchain's institutional value prop. For every decentralization there is an equal and opposite centralization. The rise of the global tokenized liquidity layer is the centralization. 7) Fast finality speeds the velocity of wealth. This accelerates transaction execution, real market liquidity, fee generation, and financial instrument capabilities. More real speed = more real profits. And TPS isn't real until it's finalized. 8) Programmability empowers institutions and their AIs to evolve chain and token functionality at the speed of market metas accelerating towards economic singularity. One size will not fit all blockchain needs and what one blockchain needs today isn't necessarily what it will need tomorrow. 9) Quantum proof is rapidly becoming table stakes. Go to any conference and talk to the reps from big banks. They're scared of quantum decryption like a farmer who just heard of a crop blight two counties over. 5 years ago we thought AGI was at least 50 years away. Sundar Pichai just said Quantum Computing is where AI was 5 years ago. Which tidily leads us to... 10) AI alignment is the glaringly obvious critical component yet most often overlooked by consciousness enbubbled cryptonauts. By 2027, AI will steer the overwhelming majority of data and financial activity within any digitizable sector. (side note: History will regard X being overrun by bots as a bellwether). Blockchain + AI make for the classic 2+2 = 100 yin and yang value combo: Hardware + software; High speed internet + Browser; Smartphones + Apps; Blockchain + AI. Serious blockchain operators need to wrap their minds around an unprecedented fact: you are the first finance-focused technologists targeting an inhuman end customer. If you want to win, you're building for whichever AI ultimately triumphs in the battle royale of information organization. Your startup's ideal power user is a superintelligent world model. After all, you can't spell blockchAIn without AI...

@SchmeckleRich 💀

Today we fill the 10/10 wick 🫡

2 YEARS OF $COQ INU HAPPY 2ND BIRTHDAY @coqinu

I've seen a few discussions about ACP-226 and block times around the Granite activation, and want to add some clarity. 🧵

Introducing Avant Rewards: Hold. Engage. Refer. Earn points across the Avant ecosystem — and track your progress on the leaderboard. 🔗 app.avantprotocol.com/rewards

Been massively enjoying playing ARC Raiders. Completely beyond expectations

NH NongHyup Bank leads real-world stablecoin adoption: tokenizing tax refunds for tourists in a PoC— powered by @avax for instant settlement and compliance.

@TheBlock__ 👀🔺️

South Korea's NH NongHyup Bank pilots stablecoin-led tax refunds on Avalanche theblock.co/post/378286/nh…

That’s a Coop

The institutions are here. @FISGlobal, which processes $9T+ annually, and @intainft, which has administered $6B+ in loans, are launching Digital Liquidity Gateway for ~2,000 U.S. banks to buy, sell, and securitize loans. Private, secure, & powered by Avalanche.

Institutions choose @avax FIS, one of the largest fintechs in the world which facilitates the movement of $9 trillion via 75 billion transactions per year today announces they are building the 'Digital Liquidity Gateway' on @intainft, an @avax L1.

Pay attention to Avalanche if youre interested in tech development. Genuinely one of the most cutting edge software projects in active dev and many aren't paying attention

If you're interested in tech development, Avalanche is consistently building some of the most interesting cutting edge tech. Well worth paying more attention to

@DastardlyDaniel Think you need both either way to the market for different mandates. Cant wait for boomers to learn about slashing

Today, we're launching our new transparency dashboard for avUSD: app.avantprotocol.com/metrics Providing weekly views into TVL, yields, asset breakdowns, and risk metrics, it's been designed from the ground up for straightforward auditing and analysis. Read more below:

@_patrickogrady @tempo @commonwarexyz Congratulations Patrick

Welcome, @tempo Today, we're thrilled to share that Tempo is building with the @commonwarexyz Library, supporting our growth as a new core contributor, and accelerating our research and engineering with a strategic investment. commonware.xyz/blogs/welcome-…