Marcin Kazmierczak ♦️

The most comprehensive Tokenization & RWA standards report in 2026. 10+ platforms. 6 compliance architectures. Over 1 month of research. Bookmark for your next flight. Here's what the data actually shows 🧵

Consensus HK throwback 🇭🇰

@0xSmerfik ♦️

It's 10 PM in Poland on Friday, and I just left RED Office Something big is coming.

For a good closure of the week - RedStone supports Ink’s expansion. We acted quickly when needed. Now we will work alongside long as expected. Onwards.

@redstone_defi @inkonchain @tydrohq @nadoHQ Supporting partners when they need it 🤝

Built in under 48 hours. Chosen for the long term. RedStone has been selected as the official oracle for the @inkonchain ecosystem, powering @tydrohq, @nadoHQ, and Kraken-native assets across Ink.

@tydrohq @inkonchain @redstone_defi @CredoraNetwork Powered by RedStone 🫡

RedStone is coming to Tydro. @redstone_defi will verify Chainlink prices on core markets, price upcoming long-tail and tokenized markets, recapture liquidation MEV, and bring institutional risk ratings onchain for Tydro. Institutional risk ratings: Through @CredoraNetwork, RedStone will bring comprehensive risk frameworks onchain, letting institutional investors underwrite onchain lending using frameworks they already use offchain. Tydro's oracle layer is now built to be underwritten the way institutional capital expects it to be: redundant, transparent, and rated. Verification on core markets: RedStone now runs alongside Chainlink, confirming accuracy and uptime in real time. Any divergence is caught before bad data reaches the lending engine. Pricing the long tail: On certain isolated markets and tokenized assets, RedStone will be the primary oracle, aggregating data across commodities, debt, equity, and crypto, with bespoke feeds for novel collateral as Tydro lists new asset classes. More efficient liquidations: On markets where RedStone is the primary oracle, Atom, its OEV product, will recapture liquidation MEV and route value back to Tydro and its lenders.

@redstone_defi @felixprotocol Building infra that lasts.

DeFi lost over $600M in the first few months of 2026. Weak multisigs, compromised keys, and single points of failure. When @felixprotocol launched the first live HIP-3 markets on Hyperliquid, they made sure to choose a different standard. They chose HyperStone.

@Timccopeland It's always been great to hang around - great job and good luck with the next chapter @Timccopeland!

Final day at The Block today. Was a hell of a ride. Thanks to everyone who supported me with articles, podcasts, revenue deals over the years 🙏 really appreciate it Gonna take a few months off to detox from crypto and walk my puppy. Lfg 🫡

In 3 weeks I'm speaking at Money20/20 Europe in Amsterdam (June 2-4), the largest fintech gathering on the continent. The topic I am most interested in: traditional finance is rebuilding itself on top of tokenized assets and stablecoins. Here, we will talk specifically about tokenized gold. A few numbers from the last 12 months that put it in perspective: 1. The total stablecoin market cap is now around $315 billion, an all-time high, with more than 230 million holders globally. 2. Tokenized real-world assets crossed $31 billion in early 2026, roughly 4x growth in 15 months. 3. McKinsey's base case projects tokenized assets at $2 trillion by 2030. Behind every one of these flows is the same problem: pricing. A tokenized money market fund, an institutional lending vault using tokenized credit, onchain RWA collateral for lending markets - none of them work without accurate, fast, manipulation-resistant data on what those assets are actually worth. Looking forward to comparing notes with bank, asset manager and stablecoin issuer counterparts in Amsterdam. If you'll be there too, drop me a DM.

Big one for the Korean market - a region, where RedStone keeps growing 🇰🇷

Another ecosystem powered by RedStone. And more are to come 🫡

@mati @RBrzoska The Polish entrepreneurial powerhouse. It was great to meet both of you!

So great to finally properly meet and speak with @RBrzoska - one of Poland’s great builders & an inspiration to me and many!

@NathanWorsley_ Congrats @NathanWorsley_ - big day for the global tap economy!

Euphoria is live! I'm proud to finally release Tap Trading to you, after more than 1 year of development. This is just the beginning of a long journey as we push the boundaries of what is possible on-chain. Short-duration derivative platforms which are simple and fun to use are a huge gap in the market. Blockchain infrastructure has finally caught up to the point where we can deliver real innovation to users, rather than just copies of the same stale ideas. Our goal is to make trading accessible to everyone and bring the next wave of mainstream users into crypto. The product you see today is the first of many experiences we have planned. Many people have wondered why I chose to build this, after a background in MEV trading, P2P exchanges, DEX development, and various research/advisory work across the crypto space. The truth is that this product deserved to be built. I have always loved difficult challenges, and this is the most sophisticated thing I have ever built. Technically, it sits at the intersection of many separate innovations, including low latency on-chain oracles, multiple concurrent CLOBs, and probabilistic market making. On an psychological level, it has also been challenging to relentlessly optimise for the most simple and fun experience around trading which it is possible to build. There are many challenges ahead, but if we succeed I believe this will propel the entire space forwards and open a new conversation about what is possible with on-chain derivatives and predictions. It has also been incredibly fun to build something which connects directly with users to deliver them the most dopamine we possibly can. I have had an incredible time building this, and I hope you will have an incredible time using it. I welcome all feedback on how we can make it more fun. I want to make you feel something. I love you all.

@Euphoria_fi Big day for tap trading expansion. Congrats team!

Euphoria mainnet is now live. It's time to have some fun. euphoria.finance

@benln See you there @benln 🇵🇱

Cafe Cursor in Kraków

The RWA forum you shouldn't miss today - tune in!

@redstone_defi @Morpho @KaiaChain Another one!

Resilient lending infrastructure for APAC. Powered by RedStone data. “Price feed accuracy is equally critical to lending security. RedStone provides oracle infrastructure, delivering high-frequency, reliable price data to ensure liquidations execute precisely when required.”

@fiege_max It's been great to work with you @fiege_max and the Native Markets team from the early days - congrats on what you've built and good luck in the next chapter!

With Native Markets, we set out to create a stablecoin platform for Hyperliquid that stopped value leakage from its ecosystem and minimized its third party dependencies. These goals are achieved with the formalization of USDC as an AQA. Today’s announcement marks what I view to be the biggest win for Hyperliquid to date, unlocking meaningful additional annual revenue for the Assistance Fund, as well as allying the network with the strongest force in American crypto policy. It’s incredibly vindicating to see industry leaders recognize a thesis that few of us believed just a short time ago. I want to thank all of the builders who took a chance on USDH, as well as to give a special shout out to @mclader. It’s been a privilege working with her on USDH, and for all of us HYPE holders, we can be grateful to have her in our corner. Our blog post below walks through the timeline for sunsetting USDH over the coming months. We’ll be in touch with builders and partners who have questions, especially those navigating spot and perp order book migration.

@Mclader It's been great to work with you @Mclader and the Native Markets team since the early days - congrats on what you've built and good luck in the next chapter!

When Native Markets secured the right to deploy USDH eight months ago, we had a simple thesis: people care about stablecoins that deliver value to the networks and their users. Today, we see a validation of that thesis with Coinbase deploying native USDC as an AQA that shares the vast majority of its reserve yield. This transition to Coinbase immediately activates yield on nearly $5B worth of stablecoins and aligns Hyperliquid with one of crypto’s strongest policy advocates. I'm proud of what @fiege_max and our entire team have built to date — designing the Open Issuance product alongside the Bridge team, building an exceptional onramp with USDH.com, and beyond. To those that supported USDH, thank you for your vote of confidence. There’s more to come, stay tuned.

USDC becomes the main game in Hyperliquid acquiring USDH. Interesting one.

See you in Istanbul! @redstone_tr will be there 🇹🇷