Alvo
636 posts
Alvo
@VonAlvo
Onsighting — is to climb a rockface without having seen the terrain. To me, that’s a lot like active investing… and life
Katılım Ocak 2020
1.5K Takip Edilen211 Takipçiler
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Yield in digital assets is transitioning from protocol-manufactured subsidies to service-based outcomes. The baseline shift for allocators is moving away from seeing capital as a loan and toward seeing it as a functional utility providing market-making and liquidity services.
Elara Finance@Elara_HQ
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The "next billion users" were never coming through today's wallets and DeFi apps.
They’re coming through systems they already use.
Tokenized rails embedded into banks, exchanges, and platforms scale faster than anything crypto-native has built so far.
Enterprise > Cypherpunk
Omar@TheOneandOmsy
Would be pretty jokes if all the tokenized cash and assets just end up living on Google's blockchain Excerpt from CME's earnings discussing their plans to go live w/ their settlement banks and clearing members on the Google Cloud Ledger by the end of year:
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Hyperliquid just reached full on chain parity with Binance. Trade sizes up to one million dollars show identical nine to ten basis point slippage on BTC. While legacy DEXs break down at size especially on SOL Hyperliquid stays completely flat. Heavy lies the crown.
GIF
shaunda devens@shaundadevens
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Rekt Energy is at spot 57 in ‘Sports nutrition endurance & energy powders’ on @amazon after 6 days of selling.
Interesting 👀
$REKT @rektdrinks
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I’ve been a REKT-guy since 2022
I’ve seen the highs, and I’ve seen the lows
I watched the community grow from a bunch of unguided degens into what it is today: a squad of Reklegends showing up day in and day out, no matter the market. Massive conviction. Strong belief. Relentless dedication and big diamond ballz.
I’ve seen the team @iliketabz, @osf_rekt, and @B_A_R_E_Ink build the Rekt brand from a free-mint Rektguy NFT project into the first Brand Coin that sold 1 million Rektdrinks in its first year. Hitting massive partnerships. Bringing Web3 mainstream into supermarkets across the US and UK in April and sponsoring the f*cking X Games.
We’re part of something special here. Don’t underestimate the power of a strong 4+ year-old community and a team making use of AI a lot, working 24/7 and hitting milestone after milestone.
The job’s not finished.
$REKT
GIF
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Classic crypto market overreaction.
GIF
sebby_d@sebbydavies
There is a lot of noise around the Clarity Act and stablecoins. The primary concern is that idle balances will not be allowed to accrue interest in a straightforward way. Many frame this as a severe structural limitation, but that is... simply not the case.
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Omg… the TL is all about the “cowgorithm” but no one is talking about this INSANE coincidence.
sebby_d@sebbydavies
The Basel III "Endgame" pivot on March 19 quietly reduced capital requirements for big U.S. banks. That is effectively more balance sheet "dry powder" after years of ratcheting standards higher. On its face, it is about easing pressure on lending and market making.
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Mastercard is acquiring BVNK for up to $1.8B.
This is one of the clearest signals yet that stablecoins are moving into core payments infrastructure.
Not adjacent. Not experimental.
This is integration into the global system.
Bloomberg@business
Mastercard said it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global for a roughly $2 billion deal fell apart. bloomberg.com/news/articles/…
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For years, institutional crypto conversations were about permission.
Can banks custody it?
Will regulators allow it?
How should it be accounted for?
Those questions dominated the last cycle.
The conversation has now shifted.
From permission → execution.
A few observations 🧵
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Crypto spent years experimenting with governance and token-first structures. Some of that experimentation was necessary.
Buuut, if the goal is to build durable businesses that _compete_ with banks and fintechs, the structure has to support that.
Andy@andyyy
Across just proposed to convert into a C-corp and buy out tokenholders. Backpack is doing a equity distribution as part of their token campaign. The market is desperately asking for teams to accept that decentralized governance is a feature, not a religion. The projects that survive will pick the right structure that allows them to compete with massive fintech's, banks, and large financial firms. Its not the end of decentralization, in fact, its quite the opposite. We will persist, the core ethos will persist, but we must move towards real businesses onchain. This annoying middle-ground, too, shall pass.
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