YY

JCB signing an MOU with Circle on USDC is the tell: card networks aren't fighting stablecoins, they're moving to own settlement. Note where the pilot starts: JCB's own internal cross-border transfers. That's where the prefunding and FX pain lives.

Everyone reading the EF restructuring as Ethereum falling apart should actually read the Mandate. The goal was never a foundation that runs Ethereum forever. It was the opposite. The goal is for Ethereum to "continue to reliably function and evolve even if the Foundation and today's core developers disappeared tomorrow." Every bear market brings a wave of FUD. This time it's the EF restructuring. But a protocol that needs its foundation forever isn't decentralized. The shrinking is the roadmap, not the collapse.

This is the most underrated bottleneck in stablecoin payments right now. The real blocker isn’t the rails. It’s whether the rails can natively support screening, freezing, and travel rule data. Compliance is shifting from an afterthought to a protocol level requirement. “Move money fast and cheap” was the last pitch. “Move money legally” is the way to get massive adoption. Whoever solves native screening + freeze + data flow may win institutional volume.

Honored to have spent the last week at @initc3org It's one of the most humbling rooms I've been in: the researchers who helped invent this field, founders building at the edge, and even a sitting regulator, all thinking out loud in the same place. A few things I'm still sitting with: The conversation has quietly moved from "crypto vs. AI" to "crypto + AI." As AI agents start acting on their own, the real question stops being how capable they are and becomes how do you trust them. How do you know an agent, a model, or a provider actually did what it claimed? That turns out to be exactly the problem crypto has spent a decade learning to solve. Institutions are getting serious about bringing real assets and real yield on-chain. Less hype, more plumbing. And the hardest part isn't the technology. It's bridging the rules of traditional finance with the openness of crypto. One of my favorite moments was hearing about an open, still-running experiment where a swarm of people and AI agents pushed past a major research result in a matter of days. It changed how I think about how fast good work can move when the tools and the incentives line up. The biggest reminder for me: inventing something new is hard, but turning research into something people actually use is harder, and far more interesting. I left more clear-headed about where my own work fits into all of this, and grateful to everyone who shared so openly. Thanks again to all the organizers at @initc3org for pulling this together. None of it happens without them. PS: we also slipped off to Grounds For Sculpture nearby. The lotus there was too beautiful not to share.

Honored to join this panel! Great discussions on where the real opportunities are for the next generation. Thanks @trondao for hosting!

As AI agents start doing real things, how do you actually trust one? The project, "Trustless Agent," ended up taking 2nd place at @initc3org . The idea: let people verify that a closed source AI agent's code does what it promises, while the code itself stays private. Verification without giving up the secret sauce. Built on @sjbreck and @danivilardell77 paper "πCreds" arxiv.org/abs/2606.03771… , alongside teammates @salonixsx , @0xWenhaoWang , @theamyzhao , and Mark Chen .

NYU Blockchain Lab hosted @chainlink yesterday for a fireside with @RomanTirones Biggest takeaway for students: Build your personal brand. Contribute to ecosystems. Make your work findable. Credentials open doors. Output opens careers. Packed room, great questions, real energy. #NYUBlockchainLab #Chainlink #Web3

Investing goes against every human instinct. We FOMO when prices pump, and panic when they dump. But the best returns come from doing the opposite: buy when they're down, sell when they're up. And sometimes, the right move is to do nothing at all. Everyone knows this. That's exactly why it's so hard. Knowing it and doing it are two completely different things. Still practicing this myself.

Saturday morning at the Ledger NYC office. 25 students from 13 blockchain clubs — bagels on the rooftop, conversations about what they're actually building on campus. Sunny days are always a good moment to bring together like minded people. Co-hosted with @1inch and @college_xyz .

NYU Blockchain Lab hosted DeFi Office Hours with @1inch x @Ledger @1inch walked us through DeFi and what's happening under the hood. @Ledger broke down why signing matters and how hardware signers keep your assets secure on-chain. #NYUBlockchainLab #DeFi #Web3 #Ledger #1inch

Yesterday, the @BlockchainNYU hosted a deep-dive fireside chat with @LowBeta , Head of Research @Grayscale . Here is what the smart money is looking at: 🌎 The Macro Trap: US tax revenue is ~17% of GDP. Interest + entitlements consume almost all of it. The result? A debt spiral and inevitable "currency debasement risk." 🥇 Gold vs. ₿: If BTC is digital gold, why does it trade like a tech stock? It comes down to demographics. Gold is held by central banks; BTC is still driven by VCs and risk capital. But mass adoption is shifting this balance. 📈 The Bigger Picture: Bitcoin is just the start. Blockchain is becoming the new financial infrastructure rebuilding banking, payments, and securities from the ground up. Huge thanks to @LowBeta for dropping absolute alpha for our students. ⏳🤝 Huge thanks to @LowBeta for giving the engineers and builders in the room an invaluable roadmap on where to allocate their time right now. ⏳🤝 #NYU #Web3 #Crypto #Grayscale #Macro

@LowBeta @BlockchainNYU Thank you for joining us, always welcome back at NYU! 🟣

There is nothing more fun than talking about blockchains with university students Thanks @BlockchainNYU! 🟣🟣🟣

@CryptoMeina @BlockchainNYU Thanks for joining us 🙌

"meina, what is one piece of advice you would give to your 20-year-old self?" "stay humble because life will humble you anyway. but always trust yourself, because you are the only one that will carry yourself through every situation. " thanks for the invite @BlockchainNYU

Incredible day @SolanaSkyline diving into their mission and how students can get started in Web3! Big thanks to @DrRebekkaRevel and the @solana for hosting us and sharing inspiring insights on innovation and community in the space ⚡️ #Solana #Web3 #Blockchain

Yesterday, NYU Blockchain Lab hosted a panel with @Delphi_Digital, @EVGHQ, @Mercuryo_io, and @1inch about the hidden work powering financial institutions, DeFi protocols, and digital asset conglomerates - and the people they're hiring to build the new rails. The next cycle isn't about speculation. It's about infrastructure. And the next generation of builders is ready. We are witnessing the real-time total rewiring of global finance. It's no longer just an asset class; it's the operating system for the future economy Big shoutout to our speakers @soultaker_eth, @daosasha, @warplord_eth, and @kyletrimble!

@daosasha @soultaker_eth @kyletrimble @warplord_eth Thank you so much for joining us and sharing your wisdom!

It was a real pleasure to join @soultaker_eth, @kyletrimble, and @warplord_eth for a panel with at NYU Blockchain Lab. We talked about the foundations of blockchain technology and why understanding how it fits into real life truly matters, not just as tech, but as a tool for real impact 🫂✨ Grateful to @YYBlockchain and @Univerco47 for the invitation, and to everyone in the room for the energy and open dialogue 🫂✨

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@sproutfi_xyz 🌱

Sprout Holiday Livestream with Fluent. x.com/i/broadcasts/1…

Shared a small demo of our project at @Aptos builder camp! 
We're building a unified governance & treasury platform for @BlockchainNYU Treasury is up, governance coming soon. 
Huge thanks to @Greg_Nazario and @freyadnd for the guidance and the cowork vibes were amazing! 💜🚀

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