M🅡.CryptoCash.eth

@ImCryptOpus @eliz883 @WealthGroup $QNT has been accumulating for 4 years! The volcano blast on that one will be epic

@eliz883 @WealthGroup Accumulation phase is brutal, but the best entries are born here. $RSR

$RSR 👌🏻 @WealthGroup

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

We've been building the decentralized AI economy, the coordination layer for the future of AI. The system has been purposefully iterated in stages. Feature by feature. Here's what we've done: Testnet Vitalik→ Focused on the fundamental consensus mechanism where peers formed consensus based on the LLM transformer blocks they hosted, not a state, but actual AI computation. Testnet Gavin→ Introduced economic mechanisms and refined consensus logic, turning early experiments into an economic system that can coordinate real participants. Overwatch Agents→ We introduced Overwatch Agents, an evolving set of decentralized, staked participants who serve as agents that join each AI network at the P2P level, validate consensus, validate on-chain vs. in-subnet state, and score networks based on decentralization, consensus accuracy, and benchmarking. They act as an evaluation mechanism, benchmarking each AI network. Testnet Tensor→ Focused on testing the full-featured blockchain, including the final consensus mechanism, delegate node staking, and many other iterations of features. P2P AI Template→ A decentralized AI framework for deploying deAI networks using DHTs, gossip, noise encryption, PoS, and more features. This is a blockchain tech stack for building AI networks, but it's purposefully built for AI with no computational limitations, unlike blockchains. This ensures the future of AI is decentralized, reproducible, verifiable, and scalable. This is the development backbone that makes it easy for devs to deploy decentralized AI networks. Testnet Hoskinson→ Testnet Hoskinsons' main purpose was to test the P2P AI template in public with multiple teams and partners running nodes to ensure it was ready for production. All of this leads to one point: We are entering the final phases. We're now actively working with external teams and developers to build the first set of AI networks that will be deployed to the ecosystem. People wonder, what makes an AI network decentralized?: - verifiable decentralization - peer-to-peer execution - trustless coordination Built on the P2P AI Template. Secured by the network. Real deAI.

The subnet template will soon have a DAG feature built in for decentralized AI workloads! WOWZEERS What's a DAG and who uses them? A Merkle DAG is basically a content-addressed graph of hashed objects, enabling trustless, parallel, and mergeable state replication, unlike linear blockchains. Used by Kaspa, Hedera, IPFS, etc. I've said since the beginning, each subnet will eventually become a blockchain purposefully built for decentralized and trustless AI. DAG is the perfect system for AI as it allows for non-time based data (blocks)

@BCAssetsFund @covenant_ai I know where… 😉😉

@covenant_ai So where are these SN going to go...did they just kill their own future or is their an alternative TAO platform or do they not need a platform now that they have escape velocity?

Testnet Hoskinson is complete! 🎇 All core blockchain infrastructure and decentralized AI networking layer testing have been completed! This milestone marks the transition from foundation-building to ecosystem expansion. What we accomplished: • Over 1,000,000 blocks validated • Over 2,000,000 pubsub heartbeats processed • Over 5,000,000 messages successfully gossiped across the network • Fault-tolerant P2P connectivity validated under real conditions • End-to-end decentralized AI network coordination confirmed The future is decentralized, trustless, and P2P AI, and we've unlocked that. ⇾ Production-grade experimentation for agent swarms and model coordination ⇾ Scalable on-chain incentives for AI infrastructure ⇾ Composable decentralized AI services pooled together across a single network We now move from proving the network… to building on it. The future of AI starts now. The future of AI is trustless. The future of AI is peer-to-peer. The future of AI is private.

1/ crvUSD is now easier to move from L2s back to Ethereum. FastBridge removes the 7-day withdrawal delay from native bridges using @LayerZero_Core messaging, enabling crvUSD transfers from @arbitrum, @Optimism, and @fraxfinance's Fraxtal to Ethereum in ~15 minutes. news.curve.finance/fastbridge-bri… Here's how it works 🧵

Testnet Hoskinson is approaching its final stages. Our primary focus during this phase has been testing the decentralized AI subnetwork template and framework. This included validating peer coordination, gossip propagation, and fault tolerance under continuous operation. We are now transitioning into the next stage of development: deeper blockchain testing. This phase will focus on validator incentives, smart contract deployment, and precompile functionality. One of the key properties we tested in the subnet framework was fault tolerance. Because each subnet uses a technology stack similar to modern blockchain networks, it must meet enterprise-grade reliability standards. During live testing, the subnet has been running uninterrupted with: - 1,900,800+ pubsub heartbeats - 4,561,920+ messages gossiped between peers With subnet template testing nearing completion, development is expanding into additional areas of the protocol, including: - Blockchain validator rewards - Smart contract deployment - Precompile smart contracts This marks the transition from infrastructure validation toward preparing the ecosystem for the first real subnets to deploy. In parallel, we are preparing for the stage that follows testnet, building the first subnets alongside other great teams in the AI space that will launch on mainnet.

A look behind the curtain into some of what the Reserve team was up to in late Feb:

The RWA ecosystem continues to show solid growth. What sector and project do you feel will see the biggest growth in this sector?

Top RWA Tokens by Utilities: What They Actually Do Here's how the major RWA tokens create real-world value: $XDC: Trade finance tokenization, cross-border settlement, enterprise hybrid blockchain for bonds/invoices $ONDO: Tokenized US Treasuries (OUSG, USDY), institutional yield products, BlackRock BUIDL integration, DeFi borrowing/lending $LINK: Oracle infrastructure for 80%+ of RWA protocols, Proof of Reserve for tokenized assets, cross-chain RWA transfers via CCIP $XLM: Fast settlement for tokenized RWAs, hosting Franklin Templeton BENJI fund, 180+ country distribution $PLUME: Gas fees on RWA-optimized L1, yield vaults (Treasuries, private credit, commodities), compliance-embedded smart wallets $CFG: Protocol for tokenizing invoices, credit, real estate, on-chain investment pools (Tinlake), DeFi composability $AVAX: Network hosting RWA subnets, high-throughput settlement, enterprise-grade compliant tokenization $SYRUP: Maple Finance governance, institutional crypto-backed lending pools, staking rewards, DeFi yield access $CPOOL: Institutional unsecured lending, on-chain credit markets, governance and staking $RIO: Real estate and private equity tokenization, fractional ownership, compliant asset issuance $POLYX: Purpose-built blockchain for regulated securities, built-in KYC/AML, institutional-grade asset controls Each token solves a specific RWA problem: yield access, infrastructure, compliance, or tokenization.

Dear @PancakeSwap. Looks like you copied our code without asking. It is violation of its license. Not only it is illegal: historically it showed to be unwise for those who did it this way in other regards. In any case. If you want to enjoy using stableswap without legal problems and to borrow some of our expertise to keep users SAFU - you still can contact us for licensing and collaboration.

@NoLimitGains This is happening because The $2T private credit market is starting to see higher redemption pressure.

@NoLimitGains HPS Corporate Lending Fund (HLEND) was hit with it.. but the fund’s rules allow only 5% of assets to be redeemed per quarter…so now some investors must wait for a later redemption window, not that their money is permanently locked.

🚨 SOMETHING BIG JUST HAPPENED: BlackRock just blocked investors from pulling their own money out. The world’s largest asset manager is telling people: no, you can’t have your cash back. This has never happened before. BlackRock’s $26 billion private credit fund got hit with $1.2 billion in withdrawal requests this quarter. Investors wanted 9.3% of their money back. BlackRock said no. Capped it at 5%. Paid out $620 million and locked the rest. That means almost HALF the people who wanted out couldn’t get out. And it’s not just BlackRock. Blackstone’s similar fund saw a RECORD 7.9% in redemption requests. They had to raise their withdrawal cap and inject $400 million of their own money just to cover the demand. Blue Owl straight up stopped honoring redemptions. Replaced them with IOUs. BLK dropped 5%. KKR, Carlyle, Apollo, Ares, Blue Owl, and TPG all fell 5-6% with it. The entire private credit sector sold off in a single day. These funds lend money in illiquid loans. Loans that can’t be sold quickly. So when too many investors want out at the same time, the fund doesn’t have the cash to pay everyone. BlackRock also just wrote a separate $25 million loan down to ZERO. It was valued at full price three months ago. Gone overnight. JPMorgan’s Bill Eigen said it best: “Bad news often happens all at once. The opacity and the leverage in the sector is concerning.” This is a $1.8 TRILLION industry. – Rising oil. – War in the Middle East. – AI disrupting the software companies that borrowed heavily from these funds. – Rate cuts off the table. When the biggest funds in the world start telling investors you can’t have your money back… That’s a MAJOR warning.​​​​​​​​​​​​​​​​ Btw, I’ve been an investor for more than 20 years, and when I make a new move in the market, I’ll announce it here publicly. A lot of people will wish they followed me sooner.

$QNT Bring your own app coming soon. Developers willl be able to code a service against a specification and hav it displayed directly inside Quant Connect. The blockchain App Store is finally coming This is huge news and will help enable the mass adoption of blockchain + Overledger

Canton does over $300 billion in daily repo volume. Over $6 trillion in tokenized real world assets sit on the network with firms like DTCC and Broadridge building on it. Transactions stay private between counterparties because that's the only way banks can legally operate onchain. Canton enforces this at the smart contract level through Daml, meaning two firms can settle a trade without the rest of the network seeing a thing. Institutions are paying attention.

When users shield assets in RAILGUN, it creates a larger anonymity set, and a larger anonymity set means stronger privacy for everyone participating in the system. Every transaction that goes through RAILGUN permanently improves privacy for all users, not just the person making that transaction. The network effects here work in your favor instead of against you.

The updated Aztec Product Roadmap is live. All the code is complete to build privacy-preserving smart contracts on Ethereum. The past 8 years of work are now converging. aztec.network/blog/aztec-net…

Hong Kong Financial Secretary Paul Chan announced the city will issue its first #stablecoin licences in March 2026. The headline focused on stablecoins, but the real story is what #HongKong is building underneath: a three-layer #digitalmoney architecture that mirrors an identical pattern emerging across every major financial centre. This isn’t just about Hong Kong. It’s about infrastructure fragmentation becoming a global problem whilst everyone builds the same thing. Discover why #tokenisation success depends on horizontal infrastructure that works across all platforms: quant.network/perspectives/h…

@PropJoeDFS Take Rockets instead of Magic and your Gucci