Collin
9.8K posts
Collin
@TheValueThinker
Crypto | Stocks | Finance. Trying to add Value.
Somewhere Katılım Ağustos 2010
1.7K Takip Edilen10K Takipçiler
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Collin retweetledi
SBI chose Ethereum to issue its stablecoin, built with @StartaleGroup.
JPYSC is Japan's first trust-based yen stablecoin, issued by SBI.
Why this matters:
SBI is one of Japan's largest financial groups. 78 million customers. ¥66 trillion (~$440bn) in securities AUM through Japan's biggest online brokerage.
When an institution of this scale goes onchain, it picks the chain with the deepest liquidity, the strongest resilience, and the largest ecosystem.
No pilot. No proof of concept announcement. Live issuance in production on @ethereum.
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Time for another video @TheValueThinker on $BMNR latest 10-Q?
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@jessepollak Well thought out and reflection Jesse. You have always been one of the few good ppl building in this industry. Look forward to next stages for @base
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lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months.
first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong.
the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad.
but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase?
I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work.
on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base.
it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning.
we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner.
in 2026, this concretely means three things: winning trading, payments, and agents.
[continued in the reply]
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$ETH continues to build and focus on the mission ahead.
As the winter and bear grips everything else, the future continues with @ethereum
EthSystems@eth_systems
Today we're launching EthSystems. We build confidential systems for institutional Ethereum. Institutions want to use Ethereum, but one of the biggest problems is the lack of built-in, modular privacy tools. We were the Ethereum Foundation's Institutional Privacy Task Force (IPTF) for the past year. We had hundreds of conversations with central banks, regulators, tier-one banks, and asset managers, shipping open source work the whole time. Wall Street has found crypto as an asset class, but not yet as commercial infrastructure. Institutions want to run real flows on Ethereum: stablecoins, tokenized assets, settlement. These are businesses with billions of dollars on the line, and no bank will operate in full public view. On a public ledger, confidentiality is the hard part: each party to a transaction should see what it has a right to see, and nothing more. We have a year of proof of work: private bonds, confidential stablecoin transfers, private settlement across chains, the Ethereum Privacy Map, and more. All with protocol specs and security properties, at our website. We've spent a decade working on privacy in crypto. We know there's no silver bullet. Different use cases need different systems, each designed, specified, and hardened properly, and someone has to do that work. That's why EthSystems exists. We're an independent, for-profit company, backed by long-term Ethereum-aligned investors. This is a decade-long transition, and we aren't going anywhere. If you're an institution that wants to build on Ethereum, talk to us. We're hiring: BD in New York, protocol engineers, ops: join@ethsystems.org
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homeboy you're the one sellling public market investors on short-term space datacenters
Elon Musk@elonmusk
He takes scamming to a whole new level
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Hyperliquid overtaken, previous ETH killers not even mentioned.
Just do ETH.
Coin Bureau@coinbureau
🚨ROBINHOOD CHAIN JUST FLIPPED HYPERLIQUID IN DEX VOLUME Robinhood Chain processed more than $560 MILLION in DEX volume over the past 24 hours, setting a new all-time high and overtaking Hyperliquid. Daily active addresses surged toward 200,000, with over 140,000 first-time users, while nearly 16,000 new tokens launched in a single day.
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🚨 ETHEREUM FOUNDATION IS USING AI AGENTS TO SECURE THE PROTOCOL
The Ethereum Foundation says AI agents are already scanning Ethereum’s protocol code and finding real bugs.
The surprising part?
The biggest challenge is no longer finding vulnerabilities. It’s separating real exploits from AI generated false positives. Human researchers still make the final call. (Ethereum Foundation Blog)
🔹 AI agents continuously audit protocol code
🔹 Real bugs have already been discovered
🔹 Human experts verify every finding
🔹 Security remains human led, AI assisted
Ethereum isn’t just preparing for an AI-powered future.
It’s already using AI to make the network stronger.
$ETH
BMNR Bullz@BMNRBullz
🚨 ETHEREUM IS ABOUT TO CHANGE AGAIN‼️ Vitalik Buterin just unveiled "Lean Ethereum," a 3-4 year roadmap that could become Ethereum's biggest transformation since The Merge. The goal: make Ethereum simpler, cheaper, faster and secure enough for the decades ahead. 🔹 Native STARK verification 🔹 Quantum resistant cryptography 🔹 Higher gas limits 🔹 Privacy built into the roadmap 🔹 Lower costs for some applications 🔹 Simpler protocol architecture Vitalik says nearly every core part of Ethereum will evolve through a series of upgrades over the coming years. This isn't one upgrade. It's Ethereum's blueprint for the next decade. $ETH $BMNR
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@stock_tardz @fundstrat @BitMNR They prob already see and know what we all thinking. Hopefully they go for the most obvious and reasonable choice.
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@TheValueThinker @fundstrat @BitMNR How does tom say good idea? Like did he really not think of it at all? My fear is they will do a reverse stock split
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Yes, it's a good time @fundstrat @BitMNR executes some of that BUY BACK for $BMNR
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat
@LordDarlington5 @jpmorgan good idea
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@LunarBMNR Yes, it sure can!...but even then those who find themselves in this zone (with time) will be doing more than well.
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