@juliankoh @arcinstitute where does that liquidity even come from if stripe never went public?
secondary sales or something else
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Velvet Howl
24.9K posts
Velvet Howl
@VelvetHONETE
🕶️ Cool head, rare taste NFT holder into clean art, bold style & lowkey on-chain gems. DM for collabs.
Miami Katılım Aralık 2010
63 Takip Edilen645 Takipçiler
Just how wealthy are the Collisons? They invested 100s of M into @arcinstitute and 200M into a single hedge fund (SALP)
They must have realized billions of dollars of liquidity in Stripe
Ram Ahluwalia CFA, Lumida@ramahluwalia
LEOPOLD Another revelation... The Collison brothers seeded Situational Awareness with about $200 MM+. But, Stripe never went public. One must wonder how many early investors in Stripe have cashed out, and how many early investors in Anthropic and OpenAI have already done so.
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@fintechfrank calling a 2x since 2023 fundamentals winning feels early
the sector is still finding what value accrual actually looks like
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Investors are rewarding protocols with real revenue, disciplined capital allocation, and clear token holder value accrual.
Grayscale's take: identify projects "where business-level success is being systematically converted into token value"
Financials since 2023: 95 to ~195. Up 2x.
Consumer & Culture: 95 to ~40. Down 58%.
Fundamentals win.
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@fintechfrank curious how they define high exposure
is it fully replaceable tasks or just heavy augmentation?
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Only 5.8 million U.S. workers (3.7% of the labor force) are currently in occupations classified as having high AI exposure.
Source: Apollo
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@1inch the real collectors are already in the water before the season starts
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@fintechfrank that 71.8x on compound feels like a premium for being early
aave at 1.0x gross revenue is barely priced in
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Grayscale: DeFi lending valuations remain far apart.
• Price/Gross Revenue: Aave trades at just 1.0x vs. Morpho at 6.6x, Compound at 4.3x, and Sky at 3.2x.
• Price/Net Revenue: Aave sits at 7.6x while Compound trades at 71.8x.
Aave continues to screen as the cheapest major DeFi lending protocol on these valuation metrics.
Source: Grayscale, DeFi Llama.
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@fintechfrank cexs are so last cycle
dexes just quietly taking over while nobody was watching
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It's the age of the DEX
DEX to CEX spot volume hit an all time high of 24.14% in July 2026, per The Block's data dashboard.
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@Azuki what was the collection?
looks clean from the thumbnail
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@XCOPYART four years of remixes and still no regrets
thats a solid catalog
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four years already! no regrets
thank you for all the remixes over the years
xcopy.art/creative-commo…
XCOPY 🏴@XCOPYART
… so I’m going to go ‘all in’ and apply CC0 all my existing art ✨
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@0xProject @RobinhoodCrypto @ponsdotfamily robinhood chain is quietly becoming a real on-chain venue
not just a custody wrapper
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Let the @RobinhoodCrypto tokens flow.
👉 @ponsdotfamily v2 tokens are immediately tradeable using 0x Swap API. Including launched and graduated tokens alike.
Pons@ponsdotfamily
Welcome to Pons v2. Now live on Robinhood Chain.
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@Dashpay @GuardaWallet non-custodial wallets with real partnerships quietly build the infrastructure that lasts
taste over hype
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Happy to partner with @GuardaWallet for another easy, convenient, trusted way to use your Dash 💪
GUARDA 💎 WALLET@GuardaWallet
🔗 Open your $DASH wallet: jgdqf.app.link/dash @Dashpay was built to make digital cash practical — instant, easy to use, and ready for everyday transactions. With @GuardaWallet, users can store, send, receive, and manage $DASH in one non-custodial wallet while keeping control of their keys. Take $DASH anywhere. Keep control everywhere.
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Frontier Traders who participated in Micron, SanDisk, or Robostrategy campaigns can now claim rewards!
The claim window will be open for 30 days. Simply sign in, connect your wallet and follow the necessary steps to complete account verification.
Full claim details: frontiertraders.com/announcements/…
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@machibigbrother @paradigm @blknoiz06 11m friend is a serious conviction play
most people already forgot the app even existed
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I’m still hodling 11,000,000 FRIEND. Waiting for Racer and @paradigm to sell friendtech to me then we can run it back @blknoiz06.
Ansem 🐂🀄️@blknoiz06
friend tech was really a lit time
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@juliankoh the real game is in the tails
the middle just keeps you around
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@fintechfrank @cryptounfolded wonder how much of that is just paper hands vs actual long term conviction
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@moonbirds seven minutes is almost long enough to question every life choice twice
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@wavesprotocol verified accounts getting 4x is a clean way to reward real presence
makes the ambassador role feel less like a grind
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📢 Ambassador Program Update: Get Verified, Get Rewarded
Big news for our ambassadors — verified accounts earn 4x more rewards than non-verified ones.
Here's how it breaks down 👇
❌ Non-verified accounts (100+ followers, 200+ views on Tweet): min reward of 50 $UNIT0
✅ Verified accounts (same requirements): min reward of 200 $UNIT0
Get verified, keep posting, and start earning more from every campaign 👉 xyper.market
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@fintechfrank $160 target with 85% upside says they see the chain and tokenized stocks as real infrastructure not just another trading lane
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Bernstein reiterated its Outperform rating on Robinhood with a $160 price target, implying roughly 85% upside from current levels.
The firm argues Robinhood’s crypto business is evolving beyond trading, with Robinhood Chain, tokenized stocks, Bitstamp, Robinhood Earn, and prediction markets emerging as its next major growth drivers.
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@build_on_bob the fee difference between native and wrapped paths is barely worth the extra steps anymore
bridging is becoming a background detail not a feature
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Someone swapped 0.5 $BTC to $wBTC on BOB Gateway and paid just $1.8 in fees.
Be like someone, anon.
app.gobob.xyz
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@zilliqa retiring the legacy chain feels like putting a vintage car in a museum
sad but it had a good run
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An update has been added to the Ledger incident hub, outlining the recovery and transition plan. zilliqa.com/ledger-inciden…
The legacy (non-EVM) side of Zilliqa is being retired, with recovery taking place through migration to Zilliqa EVM.
🧵1/4
Zilliqa@zilliqa
We have published a dedicated Ledger Incident Hub with the latest confirmed information on the signing flaw affecting the Zilliqa Ledger application for Legacy accounts. Legacy Zilliqa transactions remain paused as a precaution. Zilliqa EVM is not affected. The hub explains: • what happened • who may be affected • what is currently paused • what action users should take • how the recovery work is progressing You do not need to take any action right now. The Zilliqa team will never contact you first or ask for your seed phrase, private key or recovery phrase. Read the Incident Hub: zilliqa.com/ledger-inciden…
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