NIMOFAST

This week at ETH Cannes, at @RaylsLabs Institutional event, I hosted one of the most grounded conversations I've had on stage in a while. Alongside David DUROUCHOUX - Co-CEO, Société Générale Forge, Immo Garlichs - Head of Digital Assets Products, Deutsche Bank, Nick Todorov - CEO, Limechain, and Selin Suntay - Venture Manager, BPI France, we unpacked the questions that actually matter for institutional digital finance right now. A few things that stayed with me: Stablecoins vs. tokenised deposits — it's the wrong battle. Both are emerging in parallel, serving different functions. Stablecoins as the transaction layer, tokenised deposits as the upgrade to existing banking rails. The more important question is what infrastructure sits underneath both — and whether it's built for convergence when it comes. The hard part isn't issuing the asset. It's everything around it. Liquidity, distribution, interoperability across chains and borders — that's where the real work is. Every person on that stage agreed on this. The token is the easy part. The rails are hard. Banks are no longer drawing a hard line between public and permissioned blockchains. The shift is real. What's changed internally is a combination of regulatory clarity, reputational comfort, and competitive pressure. The question now isn't public vs. private — it's where you draw the line, and whether your infrastructure gives you the flexibility to operate on both sides. This is precisely the problem space Rayls was built for — privacy-preserving, interoperable blockchain infrastructure that lets regulated institutions operate across public and permissioned environments, without compromising compliance or performance. Grateful to David, Immo, Nick, and Selin for a conversation that was sharp, honest, and deeply relevant. Cannes delivered. Special thanks for Rayls and our partners LimeChain - Blockchain & Web3 Solutions

🇺🇸 "You're gonna see a big decrease in the price of gasoline, gas, anything having to do with energy as soon as this is ended" - Trump

Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran’s crown jewel, Kharg Island. Our Weapons are the most powerful and sophisticated that the World has ever known but, for reasons of decency, I have chosen NOT to wipe out the Oil Infrastructure on the Island. However, should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ships through the Strait of Hormuz, I will immediately reconsider this decision. During my First Term, and currently, I rebuilt our Military into the Most Lethal, Powerful, and Effective Force, by far, anywhere in the World. Iran has NO ability to defend anything that we want to attack — There is nothing they can do about it! Iran will NEVER have a nuclear weapon, nor will it have the ability to threaten the United States of America, the Middle East or, for that matter, the World! Iran’s Military, and all others involved with this Terrorist Regime, would be wise to lay down their arms, and save what’s left of their country, which isn’t much! Thank you for your attention to this matter. President DONALD J. TRUMP (TS: 13 Mar 18:54 ET)​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​‌‍​​​‌‍​​​​​‌‍​​​​‌‍​​​‌‍​​​​​‌‍​​​​​‌‍​​​​​‌‍​​​​​‌‍​​​​‌‍​​​​​‌‍​​​​​​​​​​‌‍​​​‌‍​​​​‌‍

📣 𝗡𝗲𝘄𝘀 𝗦𝘁𝗼𝗿𝘆: 𝗣𝗼𝘁𝗮𝘀𝗵 𝗱𝗲𝗺𝗮𝗻𝗱 𝘁𝗼 𝗿𝗲𝗺𝗮𝗶𝗻 𝗳𝗶𝗿𝗺 𝗶𝗻 𝟮𝟬𝟮𝟲: 𝗙𝗲𝗿𝘁𝗶𝘀𝘁𝗿𝗲𝗮𝗺 Global potash demand is set to remain firm this year, fertilizer trading firm Fertistream's head of global market intelligence, Milton Sato, told Argus in an interview ahead of the Argus Fertilizer Latino Americano conference in Miami next week. He also reiterated Fertistream's ambitions to grow its water-soluble fertilizer business in Latin America. Read the full article by Thomas Hampson okt.to/GdDPCp #ArgusMedia #illuminatingthemarkets

The IEA (and Bloomberg) are revising their views on oil demand higher. More to come. Bullish oil.

@RaylsLabs 기다렸어요!!!! x.com/ReYuying59419/…

Rayls X Nimofast AMA x.com/i/broadcasts/1…

Nimofast Global platform to Tokenize US$ 100 Billion in Real-World Energy Commodities Assets in Brazil, using Rayls - markets.businessinsider.com/news/1035715828

Tokenized private credit is becoming one of the fastest-growing segments in RWAs. At 2 PM UTC tomorrow, Joao Pirola from @AmFifinance joins @mcvviriato and @x10xalex to unpack how we’re bringing $1B+ in real-world assets onchain by 2027. Are you ready? 🔔

🛢️ Who really drives oil demand? Just 2 countries burn 35% of the world’s crude. This map is the demand side of the oil market. In a world near 100M bpd of consumption, a handful of countries decide whether the market feels tight or oversupplied. The scoreboard (million bpd, share of global): 🇺🇸 United States: 20.01M bpd (20%) 🇨🇳 China: 15.15M bpd (15%) 🇮🇳 India: 5.05M bpd (5%) 🇷🇺 Russia: 3.68M bpd (4%) 🇸🇦 Saudi Arabia: 3.65M bpd (4%) 🇯🇵 Japan: 3.38M bpd (3%) 🇧🇷 Brazil: 3.03M bpd (3%) 🇰🇷 S. Korea: 2.55M bpd (3%) 🇨🇦 Canada: 2.41M bpd (2%) 🇩🇪 Germany: 2.18M bpd (2%) #oott

Nuclea x Rayls AMA x.com/i/broadcasts/1…

The Rayls train is leaving the station. Are you in or out?

In this lifetime, someone will try to explain why banks are coming onchain. It’s very important you let them, and that you jump on the Rayls train before it leaves the station 🚉

Brazil’s financial backbone is going onchain, and the story is bigger than most people realise. This Wednesday at 12 PM UTC, @mcvviriato sits down with Leandro from Núclea to unpack how a system moving trillions in value each year decided tokenization wasn’t optional anymore. We’ll trace the moment our partnership began, what’s already live under the hood, and how soon Rayls users will interact with this new infrastructure directly. If you want a real look at institutional adoption beyond the headlines, this is the one to tune into. See you there 🔔

Nuclea is the largest FMI - Financial Market Infrastructure in Latin America, owned by the largest Banks, it process over $5 trillion a year in payments and settlement of the Central Depositary. Why this matters: Nuclea’s blockchain infrastructure in production is @RaylsLabs private network! In this AMA session, we will explore: - the use cases implemented; - discuss what is coming next on-chain and the opportunities ahead; - hear directly from the Client why @RaylsLabs Thanks @sciammarella to accept this invitation and share with our community the relevance of what has been implemented!

One of the things you notice, if you’ve been in crypto long enough, is that the important shifts don’t look like shifts at first. They look like small changes in how people behave. Lately I’ve been paying more attention to the conversations founders are having, the kinds of questions investors ask, the ideas people dismiss too quickly, or revisit after years of ignoring. These small signals tend to say more about where we’re going than any macro indicator. The funny thing is: macro does matter, just not in the way people think. It’s not about perfectly timing liquidity cycles. It’s about noticing when people quietly start taking real risks again. You see it in the reluctance to deploy capital, followed by a sudden willingness to act when something genuinely interesting appears. And you see it in the patience, a rare thing in crypto, that’s starting to return. If I had to bet on anything, it wouldn’t be a narrative or a sector. It would be this shift in mindset. Markets tend to reward the moment when people stop trying to look clever and start trying to build things that matter. Those inflection points are quiet. They’re never accidental.

🇶🇦 Qatar Warns the World Is Sleepwalking Into a 2030s Supply Crisis ⚠️ A Global LNG Shortage Is Already Forming Qatar’s energy minister, Saad Al-Kaabi, just sent the strongest warning the LNG market has heard in years. Despite record #LNG construction today, he says the world is heading toward a structural gas shortage next decade driven by AI power demand and chronic upstream underinvestment. And the numbers are alarming. • #AI data centers could add 3–6 bcf/d of gas demand by 2030 from almost zero today. • #Qatar is lifting LNG output from 77 Mtpa → 142 Mtpa by 2030. • It will market almost 160 Mtpa including US projects nearly 20% of global LNG. • The world will add 360 bcm/year of new liquefaction by early 2030s but underinvestment means this still may not be enough. • US + Qatar will supply 80% of all new LNG coming to market this decade. And a huge portion of Qatar’s new capacity is uncontracted meaning Doha can time and price the market with precision. 💡 Why Qatar Is Worried Al-Kaabi’s message is blunt. The world thinks it is oversupplied today. But with AIdriven power loads exploding, Europe phasing out Russian gas, Asian demand rising, and upstream investment lagging… The market could flip into a sharp LNG deficit by the early mid 2030s. This is the same setup we saw before the 2021–2022 gas crisis. Only bigger. 🌍 The US Factor The United States is Qatar’s only real peer. • Golden Pass • Plaquemines • CP2 • Port Arthur • Rio Grande These projects push US LNG toward similar scale as Qatar by 2030. But even US exporters are warning: AI power loads could tighten domestic gas balances and push Henry Hub higher, raising contract risk. This is why American suppliers are rewriting LNG contracts with more hybrid or non Henry indexation. 📦 Portfolio Players Are About to Face Real Competition #QatarEnergy Trading plans to scale to 30–40 Mt of traded LNG by 2030, half from non-Qatari volumes. That puts it squarely against: • @Shell • @TotalEnergies • bp And it will compete with unmatched cost advantage. 🔮 The 2 Market Scenarios Scenario 1 : Qatar’s Warning Comes True AI demand + weak upstream investment = tight LNG by 2030s. Prices firm. Long-term contracts surge. Low-cost suppliers win. Scenario 2 : Temporary Oversupply, Then a Snap Tightening Late LNG wave → brief glut → rapid tightening mid-2030s. Qatar manages its uncontracted volumes to avoid a price crash. Either way, the age of cheap LNG is ending. (do not forget to subscribe to my newsletter , link in my bio) #oott

🍀Hot update from @RaylsLabs : Rayls and AmFi announce a strategic partnership to tokenize over $1 billion in real-world assets! 🚀 Today, December 5, 2025, a major milestone has been reached in Rayls' development. Rayls has officially announced a partnership with AmFi, Brazil's largest tokenized private credit assets platform, to tokenize over $1 billion in real-world assets (RWAs) by 2027. Why is this a breakthrough? AmFi, having already tokenized over $500 million in assets, will migrate its current portfolio to Rayls and lead the issuance of new institutional-grade RWAs on the Rayls platform. This is a significant move not just for Rayls, but for the entire global DeFi market. Key milestones in this partnership: $100 million in Total Value Tokenized (TVT) by July 2026 $500 million sustained TVT by January 2027 $1 billion in tokenized assets by June 2027 This isn’t just strong growth, but it also solidifies Rayls’ long-term vision for tokenizing real-world assets, creating an opportunity to connect DeFi with traditional finance. Why Rayls is the top choice for real-world asset tokenization: Compliance with international regulations: Rayls is built with the ability to comply with Brazil, European, and U.S. regulatory frameworks, ensuring that tokenized assets are fully legal and auditable. Comprehensive financial solution: Rayls provides the infrastructure for DeFi and TradFi to connect, offering huge opportunities for both institutions and individuals. Benefits of partnering with AmFi: Bringing real-world assets from Brazil to the blockchain: This partnership will help Rayls expand its influence in Brazil, where AmFi has issued nearly 3 billion R$ in assets, and bring those assets to the blockchain to increase liquidity in DeFi. Great opportunities for global investors: Those holding $RLS will have access to a new financial market where real-world assets are tokenized and can be traded directly. Rayls and AmFi’s long-term vision: With the goal of bringing $1 billion in assets to blockchain, the partnership between Rayls and AmFi not only brings huge benefits to the Rayls community but also opens up breakthrough opportunities in the DeFi market. This is an important step in Rayls' journey ahead of the Mainnet launch in Q1 2026. Get ready to seize the opportunity and join a financial revolution that Rayls is building! Rayls isn’t just a blockchain project; it’s the platform bridging traditional finance with decentralized finance, offering real financial solutions for the market! #Rayls #RLS #AmFi #Blockchain #DeFi #Tokenization #Crypto #RealWorldAssets

$RLS bridging between Ethereum >< BNB now live on @StargateFinance! More chains coming soon ⛓️🌉

Institutions aren’t testing the waters anymore. They’re stepping in because the infrastructure is finally built for how they operate - transparent, compliant, credible, and truly onchain in a way that meets their standards. To me, this is the moment the RWA space stops chasing narratives and starts pushing the industry forward in a real, measurable way. Proud that we’re finally moving the needle where it matters.