Sebastian Pedro Bea, OLY (SPBUSA.ETH)

What's next for Washington DC & digital assets? Tokenization & The Future of Securities...hearings are 3/25 in DC! Last week I sat down with Chairman @RepBryanSteil (WI), Chairman of the House subcommittee on Digital Assets, at the @DigitalChamber DC Blockchain Summit. Why is Chairman Steil's committee is crucial? All digital asset legislation starts here: 1) Stablecoin (STABLE, now GENIUS), and 2) Market Structure (CLARITY). So what's next? Tokenization. Why? It is strategic to the USA. Watch the full conversation: lnkd.in/edctzzfc Watch the tokenization hearings on 3/25: lnkd.in/eWPgymDk

@chamath @mikebelshe Use @perplexity_ai

Use Claude they said. Upload your decks the said. Unleash all this productivity they said. But apparently, I first need to start a new chat, delete some of the deck and not exceed the maximum image count…just like my existing brain.

@scottmelker Excellent choice. And 226570 is the final Rolex: youtu.be/Eu74jOZTB1Y?si…

@sebastianbea One of two watches I have left.

Short story. I bought my dream car. It felt great for a few days. Then it mostly sat unused. Then it became an annoying expense. Then I sold it and realized, once again, that material items bring me no joy.

@pmarca @mikebelshe Was the email written by AI?

Every single person there is using AI and not fessing up.

@DailyStackHQ @halstonvalencia Curious how many of these positions could also be supported by indices that are part of a pension plan IPS/SAA? A lot of plans are “MSCI” plans, ie using that family of indices. MSTR is still in the MSCI USA index. msci.com/documents/1019…

"12 state pension funds independently decided they needed Bitcoin exposure. CalSTRS alone holds 260,000 shares of $MSTR. These are 20-year actuarial models with five layers of compliance."⁣ ⁣ - @halstonvalencia ⁣ ⁣ Teachers are underpaid. Let's orange pill them all.

@Jason A personal computer that is synced with your phone. Like my @perplexity_ai “pc” on Apple studio/ iPhone? It’s very good.

What’s the difference between a googlebook and a Chromebook?

@Jason @ROLEX Go to the dedicated and authorized Rolex dealer in downtown SF. @DanielLurie has made it safe again to shop downtown.

Going to buy my first watch... the @Rolex speaks to me. I need to learn how to buy a new one. Do you just go to the Rolex website or store? educate me please

@ErikVoorhees x402 is really important. x402scan.com/all

Dear every website: instead of blocking bots, please just request $0.01 x402 payment Thanks

The American Bitcoin Rally looks to be slowing down near term. We believe 1) Bitcoin’s recent rally was helped by the return of the US bitcoin buyer, and that 2) the latest pullback suggests US bitcoin selling is impacting BTC price, for now. We see that most clearly in the Coinbase Bitcoin Premium Index, which flipped from deeply negative in late March to strongly positive through April, and as of April 27, dropped back below zero as BTC has retreated from the high-$70Ks. TLDR: When the CB Premium turns negative (red) and bitcoin is cheaper on CB vs. international exchanges, this likely indicates more relative selling from US holders. Not financial advice. Disclaimer: na2.hubs.ly/H05cTbJ0

* We believe these tokenized products are **breaking out** because they deliver 3 key elements:

No one really cares, until everybody cares.  It's 2026 and asset managers should care about Tokenized Gold. There is now over $5.6B in just 2 tokenized gold products (@tether and @paxos highlighted below). This is despite ~$230B AUM across GLD and IAU (~$73B). So, that begs the question: why? We believe these tokenized products are breaking because they deliver 3 key elements: 1) Solve a real distribution problem (region, and/or divisibility). 2) Deliver better access with 24/7 trading. 3) Enable increased usefulness through DeFi integration (enable an asset for  collateral/lend/borrow). Not financial advice. Full disclaimer: na2.hubs.ly/H056W950

@evisdrenova I record to a custom “brain dump” in @obsdmd and @perplexity_ai reads 2x a day and triages into to-do (google tasks) and projects (@obsdmd).

i've come to realize that i need to start writing down my ideas, especially the ones that just pop up in my head out of nowhere. what's the best iphone app or workflow to quickly capture a thought?

@morganlinton Am 48 hours in and incredibly impressed by perplexity PC. It just works. I’ve organized a workflow across Google Tasks, Obsidian, and iCloud (for file storage). It’s incredible.

I’ve been using Perplexity Computer for about a week now, and I’m impressed, but I think a lot of people are missing a couple key features it offers. First for me is the integration with the phone app. While I still love OpenClaw, talking to it through Telegram just isn’t as efficient as I find it is to talk to my Mac Mini with Perplexity Personal Computer, through the Perplexity app. Second is orchestration. And this one everyone I’ve talked to knew nothing about. Perplexity gives you access to a ton of models, I think it’s like 19 now. And you can pick one to orchestrate, say GPT 5.5, and then use it to pick differ models for different tasks. The connection with Mac apps is totally seamless so once it’s on your Mac, you essentially have an employee that can operate on your Mac, and leverage a ton of different models to do it. Now, as an engineer, I’ll be honest, I love the customization and tinkering I can do with OpenClaw, so by no means is this an OpenClaw replacement for me. But now I can unsee what I’ve seen, and I have two computers running Perplexity Personal Computer and I’m finding more and more really useful stuff I can do with each every day. And I like sharing examples so here’s one. I lead a 15 person engineering team, and we use Linear for ticketing and Slack for messaging. So easy to setup a daily briefing, directly from the phone app, and boom - it connects to my computer, connects to Linear and Slack, and daily briefing is rocking. I’ll share more as I go. Hats off to @AravSrinivas and team - this is a truly differentiated product, I think everyone should try it for themselves, and really play around with orchestration because that’s where this really shines.

@RaminNasibov This is Hartford Whaler level, exceptional.

Logo for Polar Bar

@cuysheffield This is excellent.

Dee Hock founded Visa and grew it into the world's largest payment network by instilling four management priorities across the company. I do my best to follow at Visa Crypto Labs and find them even more relevant now that I'm leading an AI-native team.

@Havochl_ @liquidtrading Earlier this week we estimated that 6 of the top 10 assets on HYPE were traditional assets. We expect this trend to accelerate.

Another win for Hyperliquid and this is actually crazy, Intel stok $INTC spiked from $65.8 to $83.5 after earnings call. Guess what? While traditional markets are closed Hyperliquid eats all the volume. Price discovery on Intel happens on Hyperliquid cc @liquidtrading for the vid

Crypto innovation is coming for traditional assets... on @Hyperliquidx. Did you know? 1) 6 of the top-10 futures contracts on Hyperliquid are traditional assets. They are: WTI Crude, Brent Crude, S&P 500, Silver, Nasdaq 100, and Gold. Let's focus just on energy (oil futures): 1) Between WTI & Crude on Hyperliquid, we see ~$650M 24h volume. $500M in Open Interest (OI). 2) These are large numbers... and they are also small numbers, when looking at oil futures. The key markets are as such: WTI = NYMEX, Brent = ICE Futures Europe. 3) CME WTI futures ≈ $97B 24h volume / $180B OI 4) ICE Brent futures ≈ $90B 24h volume / $300–350B OI So Hyperliquid is <1% in volume and OI, and yet, the markets have emerged recently. Why? We suspect access (anyone can trade) and hours (24/7) are key reasons. We also suspect that the proliferation of stablecoins outside the US is part of the driver. If you are already in stablecoins and want to trade oil futures, or gold, or stocks...w ell, Hyperliquid is right there, open for business. What's the signal here? Watch what crypto markets enable, because they are a demand signal (and a signal where regulation needs to evolve). Not financial advice. Full disclaimer: na2.hubs.ly/H052XKC0

My old team (BLK SAE) was 100 people with 33 different nationalities. Almost everyone was ESL. It was awesome. Truly a brilliant bunch. But our slides were a bit messy. It was a constant fight with distribution because they wanted consistency and couldn’t stand a typo or poor grammar. My argument was that our clients were not buying us for a slides, but rather they were buying our code in python (where there were no typos!)

An email marketer told me once that when they started putting typos in subject lines, open rates went up by like 40%, because people assumed a human wrote it.

@lessin It’s a lot of data that Apple collect. The heart data is genuinely useful. But it’s a lot.

In the spirit of 'use claude for data sovereignty over iOS' ... i now have a vibe coded iOS app syncing all my health data continuously to PSQL -- wildly large dataset it turns out apple has collected over the years!

@dlawant Blade?

Shouldn’t we be asking who this dude is instead of the NFL player?