Proof of Talk (@proofoftalk) - Twitter Profili | Zamantika Mersobahis Locabet

Sabitlenmiş Tweet

How is Proof of Talk 2026 already over? We have been picturing this week in our heads since June 2025. And somehow, 2 days have passed so quickly. We are proud, we are grateful, and we already miss you. What a privilege it was to host this room. Join us next year. proofoftalk.io/invite-2026/#

English

3

8

53

21.4K

Proof of Talk@proofoftalk·17h

Financial transformation is no longer a promise - it's a reality. In that context, @notbanklatam took part in one of the most influential conversations in the blockchain and fintech ecosystem during Proof of Talk 2026 in Paris. The company's participation reflected the growth of an organization that continues to develop digital financial solutions for a new generation of users, combining innovation, technology, and trust into a platform with global reach. Throughout the event, Notbank strengthened relationships with global industry leaders, explored new strategic partnerships, and shared the vision driving its growth: building a financial ecosystem where using digital money becomes increasingly simple, secure, and accessible. More than simply attending an international event, Notbank's presence at Proof of Talk sparked high-impact conversations, created new collaboration opportunities, and reinforced its position as one of Latin America's most promising players in the global fintech and blockchain ecosystem.

English

0

2

3

348

Proof of Talk retweetledi

Wu Blockchain@WuBlockchain·2d

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee @fundstrat stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

English

34

29

197

36.3K

Proof of Talk@proofoftalk·2d

A pleasure hosting it at Proof of Talk.

Michaël van de Poppe@CryptoMichNL

This is our most succesful episode on YouTube already. New Era Finance continues to grow bigger and bigger, with the best guests possible. I do think that $ETH is the best investment to make compared to #Bitcoin. It's also the most hated trade to take and that's why I think it will surprise everyone. Robinhood Chain and Lighter have provided big reasons for a narrative on why Ethereum should do well. It's been a true pleasure to be having @fundstrat on the show and people are mocking him, but I'm sure that he'll be right along the way as Ethereum is on its path towards $10,000.

English

2

1

7

687

Proof of Talk retweetledi

Michaël van de Poppe@CryptoMichNL·5d

Tom Lee thinks 2027 could deliver "the biggest stock market gains in our lifetime." Not a vibe. He walked me through the actual mechanism: Right now the market punishes every company spending on AI — the capex shows up as cost, not return. His call is that this flips. "2027 is my best guess is the year. Corporate profit margins dramatically expand because of AI." He uses his own firm as the proof: "we use a lot of AI and bots, and we're growing without having to hire people." When your highest cost is people, and your revenue still climbs, that's margin expansion. Then the second leg: "AI, if it's productive, is disinflationary." Falling costs mean central banks can ease. Dovish policy plus real profit growth is how you get higher earnings and higher multiples at the same time. That's his call, not mine — but I like that it's mechanical, not hopeful. Right now the market is pricing AI as an expense. He's arguing 2027 is when it shows up as profit.

Michaël van de Poppe@CryptoMichNL

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

English

25

11

87

38.7K

Proof of Talk retweetledi

The TAO Daily@taodaily_io·6d

Did you know Taostats started as a spreadsheet that helped early Bittensor investors track the incentive layer? Listen to Mog (@mogmachine), founder of @taostats, tell the story of how he stumbled onto Bittensor, and how Taostats grew from a simple spreadsheet into the top block explorer in the network. 👇 Cc: @TheBlockCo @proofoftalk

English

3

13

45

4.1K

Proof of Talk retweetledi

Michaël van de Poppe@CryptoMichNL·7 Tem

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

English

65

107

744

417.9K

Proof of Talk retweetledi

Jolyon@JolyOnChain·7 Tem

every industry leader I've asked in the last 6 months has named the same meta to chase @Jennasis just made it unanimous full Between Us episode with the 5x founder now inside CoinFund is live, and she doesn't hold back "most VCs aren't qualified to give founders advice" (her words, said from years of industry experience) capital allocation, reading decks, business models that dont exist and technical jargon - conceptually, ai could take over all of these areas, but will it? has the industry made anyhting valueable enough for you want to want to pay to be a member of? Jenna brought an alternative view that crypto has worked the other way, with airdrops and free money leading to nil retention and an all too familar result Chapters: 00:09 The privilege of failure 01:11 Will AI agents replace capital allocators? 02:54 Is crypto drunk on airdrops? 05:28 Why most VCs aren't qualified to give advice 07:48 The bifurcation of venture capital 10:38 Privacy and freedom in 2036 link in replies 🎬 wdyt on the airdrop point, necessary bootstrapping or free money that bought us nothing

English

4

3

22

2.3K

Proof of Talk retweetledi

INPUT Global@INPUT_global·2 Tem

When markets start changing, the numbers are first to show it. Together with @proofoftalk, we analyzed 200+ startup applications and found a clear shift: founders and investors are converging on the same priorities, emphasizing commercial traction and long-term value creation.

English

1

2

5

396

Proof of Talk retweetledi

Bitcoin.com News@BitcoinNews·1 Tem

“For me, the breakthrough moment is around global access.” At @proofoftalk 2026, @XenBH of @base told @2084Richardson that anyone with a phone can now access dollars through USDC. He says the same is coming for stocks, bonds, commodities, and more. Watch the full interview 👇

English

14

12

46

52.7K

Proof of Talk retweetledi

The Spartan Group@TheSpartanGroup·1 Tem

Stablecoins are no longer just a crypto use case. They are becoming the foundation of a new financial system, more seamless, interoperable, and global by design. 🎙️ @leeorgroen, Partner at Spartan Group, at @proofoftalk #Stablecoins #Web3

English

6

4

18

2.4K

Proof of Talk retweetledi

Jacquelyn Melinek@jacqmelinek·30 Haz

x.com/i/article/2071…

ZXX

0

2

8

1.4K

Proof of Talk retweetledi

Talking Tokens Podcast@_TalkingTokens·30 Haz

We sat down with @Aave Founder and CEO @StaniKulechov again, but this time at @ProofofTalk in Paris to dive into: - Why Aave V4 isn't just for DeFi natives anymore and his bet on fintech integrations - The next growth phase for DeFi and what role AI infra can play there - Aave’s resilience and moat through market cycles - The next big opportunity for tokenized assets and more TIMESTAMPS 00:00 - Introduction to Aave and Stani Kulechov 03:09 - Evolution from Aave V3 to Aave V4 06:03 - Risk Management in DeFi 08:45 - Building Network Resilience 11:58 - Aave V4 and Corporate Treasury Management 14:48 - Tokenized Assets and Aave Horizon 18:11 - Institutional Interest in Tokenization 20:52 - Mainstream Adoption of DeFi 24:02 - Future Vision for Aave Watch below or on X:

English

2

4

23

9.3K

Proof of Talk retweetledi

claudia ceniceros@thebusyspice·30 Haz

Thank you to @proofoftalk and @jacqmelinek for hosting this in-depth talk w @StaniKulechov on the future of finance and the role V4 plays enabling differentiated markets while preserving capital efficiency and isolating risk. @aave

Talking Tokens Podcast@_TalkingTokens

We sat down with @Aave Founder and CEO @StaniKulechov again, but this time at @ProofofTalk in Paris to dive into: - Why Aave V4 isn't just for DeFi natives anymore and his bet on fintech integrations - The next growth phase for DeFi and what role AI infra can play there - Aave’s resilience and moat through market cycles - The next big opportunity for tokenized assets and more TIMESTAMPS 00:00 - Introduction to Aave and Stani Kulechov 03:09 - Evolution from Aave V3 to Aave V4 06:03 - Risk Management in DeFi 08:45 - Building Network Resilience 11:58 - Aave V4 and Corporate Treasury Management 14:48 - Tokenized Assets and Aave Horizon 18:11 - Institutional Interest in Tokenization 20:52 - Mainstream Adoption of DeFi 24:02 - Future Vision for Aave Watch below or on X:

English

0

2

8

506

Proof of Talk@proofoftalk·30 Haz

After this year’s Proof of Talk, we examined the state of Web3 capital. Together with our Strategic Communications Partner @INPUT_global , we analyzed more than 200 startup applications from Proof of Pitch 2026, alongside an exclusive survey of 13 Web3 VC funds and public market data from Q1 to Q2 2026. The findings are now live. The data shows a shift: Web3 founders are becoming more commercial, capital is concentrating around RWA, stablecoins, financial infrastructure, and AI, and both founders and investors are increasingly aligned on where the next cycle is heading. Get the H1 2026 report here: figma.com/deck/OYYdocw9D…

English

2

4

10

619

Proof of Talk retweetledi

Animoca Brands@animocabrands·30 Haz

Tokenization will change everything: liquidity, exchangeability, and who gets access. At @proofoftalk, our CEO of investments @viewfromhk discussed where tokenized markets are creating real opportunity, and what still needs to happen for institutional adoption to scale. Watch the full session ⬇️

English

4

5

30

6.9K

Proof of Talk@proofoftalk·29 Haz

The fun, the knowledge, the network all in one place. Anchored in quality, built for expansion. This is your home to build what's next.

English

0

2

6

421

Proof of Talk retweetledi

Edel Finance@edeldotfinance·23 Haz

Proof of Talk, Paris 🇫🇷 Building a company is rarely a straight line. One moment you’re preparing for a pitch. The next you’re meeting future partners, reconnecting with old friends, and discovering just how small this industry really is. Episode 2 is a behind-the-scenes look at the relationships, conversations, and opportunities that drive Edel forward. Watch now.

English

8

12

76

4.1K

Proof of Talk@proofoftalk·29 Haz

Matthew Sigel @matthew_sigel, the Head of Digital Assets Research at @vaneck_us, took the Main Stage at the Louvre for Banks, Exchanges, and Asset Managers. His map of what is coming: → The big AI IPOs hit. Lockups expire by year end. Markets enter a trough of disillusionment. → The US election cycle creates short-term bearish sentiment. → Recovery comes when selling exhausts and the focus shifts to monetary expansion. Watch the full panel for one of the sharpest macro takes from the room. youtube.com/watch?v=sMkCC4…

YouTube

English

1

6

15

2.5K

Proof of Talk@proofoftalk·29 Haz

Amy Oldenburg spans two worlds inside @MorganStanley. She leads $14B+ across emerging market equities and digital assets initiatives at MSIM. This June at the Louvre, she brought both of those mandates to the Main Stage panel Banks, Exchanges, and Asset Managers: Who Controls Institutional Access When Markets Move Onchain. Watch the full panel to find the answer. youtube.com/watch?v=sMkCC4…

YouTube

English

0

1

5

708

Proof of Talk retweetledi

Edel Finance@edeldotfinance·24 Haz

Proof of Talk, Paris 🇫🇷 The meetings are over. The conversations have happened. Now it’s time to step onto the stage. Episode 3 follows @andres_solt through the biggest moments of the week as EDEL presents its vision, meets investors, and closes out a successful few days in Paris. A conference lasts a few days. The relationships and opportunities can last much longer. Episode 3 is live now.

English

11

13

76

4.1K

Proof of Talk

Keşfet