Raphael Cordeiro

@TradeBlackArrow Super cool!

The $25K rule is officially changing. 🚨 If you're a day trader, you need to know what's different and what it means for your account. We broke it all down on YouTube. Watch the full video: #PDT #PDTrule #equities #USStocks #daytrading #PatternDayTrader youtu.be/5pjp0cX-074?si…

@TradeBlackArrow Awesome!

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What makes this fascinating is the sheer scale of the translation layer required. You can't just plug a $100T fiat market into decentralized rails overnight. The underlying infrastructure needs enterprise compliance first. @MerchantSeven synthesized the noise perfectly here.

What makes the agentic capital transition fascinating is not the AI itself, but the B2B plumbing required to support it. Autonomous trading at scale requires 24/7 settlement rails and verifiable governance that legacy networks simply cannot provide. x.com/MerchantSeven/…

March 2026 will be remembered as the month the "Great Convergence" transitioned from a strategic roadmap to a functional reality. We have long stated that the digital asset tech stack would eventually "eat" traditional finance; this month, we watched it happen in real-time across the world’s most significant balance sheets. At M7, we don’t track prices, we track the migration of infrastructure. Here is the definitive landscape of the new financial architecture. 1. The RWA Power Rankings: Trillions in Transit The quantitative proof of institutional adoption is no longer a debate. Traditional giants and crypto-native pioneers are merging into a single leaderboard. With @HSBC (Orion) crossing $350B in exposure and Figure at $15.79B, RWAs have emerged as a dominant institutional asset class. As companies like @BlackRock ($1.99B) and @OndoFinance ($1.93B) continue to scale, we are seeing the conversion of the world’s safest assets into internet-native settlement rails. 2. @Mastercard and the "B2B Plumbing" Standard Mastercard’s rollout of its "Crypto Partner Program" with 85+ digital asset companies (including @circle and @PayPal) isn't just another partnership, it is a standardization of B2B plumbing. Mastercard is positioning itself as the ultimate translation layer, ensuring blockchain technology plugs directly into enterprise compliance. The front-end feels like TradFi; the backend settles with the instant efficiency of a stablecoin. 3. Complexity Goes On-Chain: @Citi & @EuroclearGroup The narrative that blockchain is only for simple T-bills is dead. Citi’s issuance of a digitally native structured note on Euroclear’s blockchain proves that the "core plumbing" of European finance, which processes €1 quadrillion a year, is now hardwiring digital ledgers into legacy systems. If a product as complex as a structured note can live on-chain, everything can. 4. @Nasdaq & @krakenfx: Breaking the Wall The wall between regulated equities and permissionless DeFi has officially collapsed. Nasdaq’s partnership with Kraken (@Payward) to build the @xStocksFi Gateway allows tokenized equities to move fluidly between permissioned and open networks. This creates a world where a single layer of collateral can margin a portfolio across both TradFi and DeFi venues, radically increasing capital efficiency. 5. The ICE / @okx Boardroom Bridge When the Intercontinental Exchange (ICE), the parent of the @NYSE, takes a seat on the board of OKX, the signal is clear: the future of global capital markets will run on digital infrastructure. This isn't just an investment; it’s the fusion of deep institutional governance with 24/7 high-performance rails. 6. AI Dispersion: Hardware Over Hype In the equity markets, we are witnessing a brutal "creative destruction." While the U.S. market capitalization heads toward $60.4 trillion, hardware-centric winners outperformed software incumbents by a staggering 171% to 72%. The market is no longer rewarding "vibe coding" or software hype; it is rewarding the physical compute and tangible demand required to run the modular world. 7. The Rise of the "Digital Employee" We have moved from experimental bots to production-ready "digital employees." @BNYglobal Mellon’s "Eliza" platform is now facilitating the onboarding of agents designed for settlement prediction and fraud detection. This is the functional realization of our thesis: AI is the "operator" of the new financial rails, reducing costs by 40-60% and enabling the shift from T+1 to atomic T+0 settlement. 8. Institutional Conviction & 24/7 Resilience March proved that institutional commitment is the market’s floor. @BlackRock IBIT recorded $1.32B in net inflows, signaling that global allocators view corrections as structural entry points. Furthermore, as the "Hormuz Shock" sent oil past $120, traditional markets were paralyzed by weekend closures. Meanwhile, on-chain platforms like @HyperliquidX demonstrated the necessity of 24/7 infrastructure for real-time risk management. 9. Strategic M&A: Buying Certainty The pace of acquisitions reveals a "flight to regulation." From @Ripple $1B deal for @GTreasury to ICE’s $2B stake in @Polymarket, the message is consistent: incumbents are buying regulated, battle-tested innovators to bypass the "regulatory landmines" of yesterday. This is being bolstered by the implementation of the CLARITY and GENIUS Acts, providing the federal framework GSIBs need to move full-steam ahead. 10. The Retail Prop Trading Reset This month, M7 officially released Part 1 of our latest research: "The Retail Prop Trading Reset". We are calling the end of the "high-churn casino" era where firms operated like lottery tickets. After the collapse of 100+ firms, we are seeing a "Great Legitimacy Shift" toward B2B2C infrastructure. The prop firm is no longer a standalone destination; it is becoming a feature of the broader brokerage stack where longevity, education, and compliance are the new competitive moats. 11. M7 Vision: Attaining Gravity In our Annual Letter, Founder @crosbyventures noted that M7 has "attained gravity." We have transitioned from a strategic advisory into a self-sustaining engine of financial transformation. In an environment defined by fragmentation, M7 acts as the flashlight in a dark room, helping founders and institutions build for the long term while the "old ways" simply become obsolete. The race is no longer about building the rails, it’s about how fast you can operate on them. Adapt, Create, and Survive. Let’s accelerate outcomes!

@scheplick 😅😅😅😅

We are all Strait of Hormuz experts now

The top 10 financial institutions by on-chain Real World Asset (RWA) exposure: 1. @Figure: ~$15.79B 2. @HSBC (Orion): >$350B 3. @tethergold: ~$2.93B 4. @maplefinance: ~$2.60B 5. @Paxos: ~$2.53B 6. @circle: ~$2.21B 7. @BlackRock: ~$1.99B 8. @OndoFinance: ~$1.93B 9. @stokr_io: ~$1.90B 10. @FTI_Global: ~$1.02B Traditional finance and crypto-native firms are converging at an increasingly fast rate. RWAs are emerging as a meaningful institutional asset class.

February 2026 was a consequential month for fintech. Most importantly, the lines between traditional finance and crypto are gone. Here are the stories that are shaping the future of crypto taking over traditional finance: 1. Global capital now demands 24/7 trading and more accessibility. Look at @Cboe's record volumes outside traditional hours or @Nasdaq's push to extend trading into new hours. 2. Markets are now bypassing T+1 and into a new era. Instant T+0 settlement is the new benchmark, proven resilient by tokenization pilots running robust engineering. Traditional brokerages will have to catch up again. 3. As AI and vibe coding push into financial markets, a new tool is emerging called Information Finance (InfoFi). It’s using deep data, APIs, dashboards, and to the second accuracy to deliver more information to users everywhere. 4. @ICE , a legacy giant, invested $2 billion to put event probabilities on professional terminals. The big challenge is still bridging real-world truth with on-chain triggers. But we are seeing standardized hybrid architectures that act like the flashlight needed in a dark room. 5. Autonomous Agents built on AI are experimenting as capital allocators, money mangers, and micro transaction layers. Unsupervised software agents can monitor global data and move capital instantly based on presets and real-time learning. There is a new player at the game. 6. In event markets, these agents already provide over 30% of liquidity. For these machine-to-machine economies to settle, buying compute or data, stablecoins on Layer 2 are the native payment rail. 7. The finance giants are buying innovators. @bancosantander did it with a $12.2 billion deal for @WebsterBank. @Brinks's did it with a $6.6 billion acquisition of @ncratleos. But they are not just buying speed, they are buying certainty. It is safer to pay a massive premium for a regulated, compliant operator than fight regulatory landmines yourself. The lesson from February is clear. Markets don't evolve by arguing with the past. They evolve by building a superior future that makes the old ways simply obsolete. Adapt, create, adapt and survive. Let’s accelerate outcomes. M7

@0xSweep @tradingview see this. Awesome! haha

No way he built that in Minecraft???

The new leaders of our industry aren't trying to fix old models. They're quietly building entirely new models as if old ways never existed. We're seeing this first hand, working alongside the change makers of fintech. That means building the rails from scratch, 24/7 networks from nothing, integrated asset platforms that never existed, autonomous execution engines previously only for Wall Street, and DIY quant trading tools for everyday investors. All of these things were previously thought "impossible." Evolution in market structure doesn't happen by arguing with the past. It happens by building a future that makes the old ways simply obsolete. The new age of trading tech is here, and it's accelerating.

@CryptoBoomNews hahaah

My current situation

@Barchart Post importante para cobrir em análise de fintech. A remoção dessa barreira provavelmente vai impactar significativamente o perfil dos usuários de plataformas de trading. Ótima oportunidade para piece sobre democratização do mercado de capitais 📈

$25,000 Pattern Day Trading Requirement will soon go bye bye 🥳🫂🍾

@thisguyknowsai Send

R.I.P McKinsey. You can now use Perplexity AI to automate market research, competitive analysis, and strategy design for free. Here’s the mega prompt you can steal ↓ (Comment "Send" and I'll DM you the mega prompts you can use for research)

JACK DORSEY: "The Bitcoin white paper is one of the most seminal works of computer science in the last 20-30 years." Happy Bitcoin White Paper Day 🎂

Solana is reshaping global finance, and Wall Street is just the beginning. Our team joined @bitwise at the NYSE closing bell to celebrate the rise of Solana on the biggest stage.

Confira meu artigo mais recente: Além do Home Broker: Genial se Integra ao Ecossistema do TradingView linkedin.com/pulse/al%25C3%… via @LinkedIn

Robinhood $HOOD joining the S&P 500 isn’t about one company’s success. It's much more.

🔥 Como Aperfeiçoar suas Habilidades de Análise com o Paper Trading 🔥 br.tradingview.com/chart/BTCUSD/o…

@juniormotasilva @hoje_no @flightradar24 Ignorância ein bro

O avião presidencial de Vladimir Putin decolou de Moscou e está a caminho de São Petersburgo. Está sendo acompanhado por mais de 48 mil pessoas no @flightradar24! Muitos acreditam que está transportando Vladimir Putin p/fora da capital russa que, como sabemos, está na mira do avanço de Prigozhin.