Peter

@sentosumosaba @WebX_Asia 🔥

Morning coffee @WebX_Asia ☕️

@akyra_0 BME will be a buzz word when it's negative (deflationary) which will be good advertising. However, it's important that there still is currency in circulation, which is caused by inflationary pressures. I think the more important factor when valuing CC is FDV/MCAP and float.

@FelineFortune_ Agreed. The real question is whether that demand is strong enough to materially improve BME and reduce net issuance.

WILL THIS CIP BE THE TURNING POINT FOR $CC? Canton wants to extend $CC burning to every synchronizer. On paper, this could be the most important change to the token economy since Canton launched. But a proposal is not an economic improvement. Markets don’t price intentions. They price results. The only question that really matters is: Will this CIP finally solve $CC’s biggest economic challenge: value capture for holders? Good intentions aren’t enough. Announcements aren’t enough. Saying that every synchronizer will participate in the same economy isn’t enough. What matters is whether this CIP moves these four metrics: • More burn. • A BME steadily moving toward equilibrium. • Lower net issuance. • Slower supply growth. If those metrics don’t improve, this isn’t an economic reform. It’s an incremental improvement. And an incremental improvement doesn’t change the investment thesis. ⸻ Canton is building one of the world’s leading institutional infrastructures. Very few people would argue with that anymore. But building the best highway in the world isn’t enough. What matters is who collects the tolls. And, more importantly, whether those tolls create real economic value for $CC. If burn continues to lag far behind mint, holders will continue absorbing the imbalance. If BME doesn’t improve sustainably, the narrative won’t change the math. A token economy isn’t measured by what a CIP promises. It’s measured by what happens to burn, BME, and net issuance after it’s implemented. BME will be the CIP’s lie detector. ⸻ The uncomfortable question remains exactly the same: Will this CIP genuinely improve value capture for $CC… or will it simply show that the direction is right without creating a meaningful economic shift? Because the story over the past few months has been pretty clear: • More infrastructure. • More institutions. • More activity. • More announcements. • Too many “soon.” • And still very limited measurable improvement in the token’s economics. ⸻ Nothing would make me happier than having to eat my own words. Seriously. I hope this becomes the turning point. I hope burn increases significantly. I hope BME steadily moves closer to equilibrium. I hope net issuance falls. I hope the market proves me wrong. But that won’t be decided by hope. It will be decided by data. ⸻ That’s why every Friday I’ll keep tracking the exact same metrics: • Mint. • Burn. • BME. • Net Issuance. • Public and private activity. • Circulating supply. • Price. No hype. No slogans. No PR spin. Because investors don’t buy CIPs. They buy an expectation of value creation. ⸻ If this CIP works, the numbers will prove it. And I’ll be the first to admit I was wrong. If it doesn’t, I hope the team is equally willing to acknowledge that more work is still needed. Because in the end… Data has no agenda. Data has no narrative. Data has no PR department. Data simply tells the truth. And we’ll see that truth every Friday. ⸻ Canton has already proven it can build one of the world’s leading institutional infrastructures. Now it has to prove something even harder: That the success of its infrastructure can also translate into a strong token economy and real value capture for $CC holders. I’m not asking for price guarantees. I’m asking for something much more reasonable: That the token economy evolves at the same pace as the infrastructure. Until then, I won’t change my thesis. The data will. Data—not promises—will deliver the verdict. “More real-world usage on the public network, more value for $CC.”

@akyra_0 Demand is caused indirectly by payout ratio found through rewards and burns in crypto

@FelineFortune_ Maybe. My question is simply: how does that capital appreciation ultimately flow to $CC holders?

@Send @CantonNetwork @FelineFortune_ Built for this new world of finance

@send2vic @Send beautiful

@Send 3 years of work and all I got was this lousy certificate

Today, Send turns 3. To everyone who’s believed in what we’re building, shared your feedback, and grown alongside us, thank you. The best is still ahead.

@Send 👍👍

Our Head of Business Development, @FelineFortune_, will be speaking at CC Builders Forum in NYC. Looking forward to connecting with builders, founders, and teams shaping the future of Canton. 🗓️ June 18th | 4:00PM RSVP: luma.com/cc-builders-fo…

10 rwa project with the most fees collected in May @CantonNetwork - $65M @Collector_Crypt - $7.84M @Courtyard_io - $6.73M @Securitize - $5.85M ⭐️ @centrifuge - $4.8M @phygitals - $2.93M @WisdomTreeFunds - $3M @InvescoUS USTB - $2.51M @onrefinance - $1.66M ⭐️ Re - $1.17M

Merch drop🌊

who is building stablecoin privacy orchestration for stable neobanks? people won’t move their payroll to your neobank without this

@bc1pxxx @alpendhq Collateralized debt position at the user level. Pretty sweet concept for cc

These legends at @alpendhq have put out some killer product. Native yield on a stable coin with a seamless swap. Simple UX makes it feel like a Neobank. Give it a try.

June is “Clarity” month. It’s literally now or never.

From the builder who build. @Send

Raced around Block Island last week

@CantonNetwork @Send Moves!

Base assets now have a direct path onto Canton. @Send is bridging USDC, cbBTC, SEND, and frxUSD from Base into Canton wallets, expanding retail access to institutional settlement infrastructure. ↓ Learn how.

@mcagney here's your lending side :)

@fraxfinance @Send @CantonNetwork Welcome sirs

Big unlock for Canton. @Send just launched a Base ↔ Canton bridge, with frxUSD included as a Day 1 asset to bring the benefits of Frax to @CantonNetwork. frxUSD.B is the Send-bridged version of frxUSD on Canton, with more collaboration to come.