Milind

2026 in Crypto / RWA / Stables 1. $BTC dominance drops, $ETH / $SOL, Alts outperform as Fed eases 2. Stablecoins become the go to monetization tool for L1s (@integra_layer, @soneium, @Ripple), DApps (@phantom) and even fintechs (eg: @SoFi, @Revolut?) and large retailers/logistics companies (eg: @DPWorldUAE) Infra players issuers, cards. We get a breakout Neobank built on stables (@useTria ?) or a large neobank converts atleast non-US deposits into stables 3. A large tradfi bank lends on tokenized assets (@Citi, @ronitA380 ?). Tokenized asset borrowing loops become a real breakout use case for RWAs for both degens and normies 4. Sovereigns enter the fray - @ADI_Foundation sparks more states eyeing their own chains 5. Infra and products become finally become more verticalized. Targeted, user-centric chains, oracles, infra (@tempo, @OndoFinance, @integra_layer) start to get real traction beating horizontal "tech-first" players (eg: @megaeth) as product depth and focused-ecosystem trump pure play technology and generalism

Which #AI lab wins long term if any? Feels every few months the top lab changes maybe due to talent or training runs But in the future, does one company have too much scale or self-improvment capabilities to leave everyone behind long term?

@0xAishwary So true!

I have never seen any country till date which has the execution speed of a place like UAE. 🇦🇪 > 23 Marina, the incident happened and Dubai police and fire department was on the spot in 2 minutes. Entire building evacuated instantly. > Back to back attacks but defending without seeing the cost to defend and at the same time arranging everything that’s needed. > Water routes impacting so fresh food being airlifted so there is no shortage of it. > All hospitals fully functional, all roads fully functional. > Even for pets who were abandoned they setup kiosks. Dubai will forever be an emotion no matter what. We stand with you. 💜

@gfsdgsdg2334 @qthomp The original tweet references 8 drones. Uae govt official figures are a multiple of that as in my link

@allmils0 @qthomp UAE are getting the bulk of attacks. So 9 missiles isn't exactly much for a day

Can anyone out there confirm the validity of this consistent decline in Iran's missile and drone launches?

@mattdorta Can you add abu dhabi

Want to see if people are panic selling Dubai real estate? I built a site that tracks every price drop across 16,000+ luxury listings in real-time. ➡️ panicselling.xyz

x.com/i/status/20197… Matter of time

When you remove the IDE entirely, why is being hunched over a computer screen the right form factor for managing coding agents? Feels like vibe coders should be able to walk in a park while seeing outputs with AR glasses, clarifying instructions through voice. Coding needs to change. You don't drive a car designed as a horse carriage.

@chainyoda @0xAishwary Crossborder for sure + programmability

@0xAishwary Would an INR stablecoin help elsewhere in the settlement process?

Just paid 40 INR (45c) instantly for an auto rickshaw ride via UPI QR scan. Why do I need an INR stablecoin @0xAishwary?

Gas is dead. L1s must evolve

@chriseyin 😂 haha, I agree

The state of tokenization twitter really is abysmal I've been incredibly backed up the last few weeks (months) but I've had it with these idiotic takes Soon

@SoodGen Agree but glasses not voice imo Voice you can not use in public, no way to discover things, no rich data, no entertainment options

It’s an interesting thought to have about how the phones of tomorrow will be. I feel we will have an AI device that you will talk to for everything and all other services will be connected to your device via API’s. We won’t need multiple apps on our phones for the work we do. This will be something like a neo app but we can call it a Neo device. Pre-connected to everything you need or desire. Alexa is a Neo device in someway. Connected to multiple providers, helping you with your request for what you want without you ever seeing the interface.

@cryptopunk7213 @0xLewis_gg That is extremely misleading. What do 650M gemini users have to do with the $100B number in the same sentence

@0xLewis_gg Those are Google’s Gemini users.

for those of you that think we’re in an AI bubble: - OpenAI has 800M weekly users - Google has 650M weekly users and just printed their first $100B quarter - Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just don’t have enough atm - enterprise ai adoption is up and to the right - machinery (robots, self driving cars, factories) are hitting escape velocity with ai - early apps like Sora are still #1 in the App Store If we don’t have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think we’ll need to serve the infinite number of things in the future? truth is the demand for this stuff is off the charts. and surprisingly early too. will there be some dumb products? ofc. but the difference between this “bubble” vs the dot com boom is simple: People are using and paying for the damn thing.

@SoodGen @ns I am so sure this will be amazing. Can't wait for the stories. Have a good time brother

Sometimes you have to take decisions that have the potential to reshape how you see the world. Took one for myself. Just landed in Singapore Will be spending the next 30 days with @ns Let’s see what it unpacks.

All Stablecoins Leak. Stables are still only a digital version of an increasingly depreciating asset, the Dollar. But can they be more? Beyond becoming "yield-bearing", can a stable be more than the Dollar itself? Provide superior returns, a 1:1 liquid $ peg, and also protect against its own downfall? A stablecoin mechanism that might. Read on: open.substack.com/pub/allmils/p/…

Rally the X-Ray Army for mainnet Comment your X-Ray pfp to lock yourself in

Excited to join thought leaders in RWA and tokenization for this masterclass in Dubai on Thursday. If you are already part of, or are looking to join this sunrise industry - sign up at luma.com/RWAmasterclass. @Polytrade_fin @DigiSharesDK @Tokinvest_Cap @clausskaaning @PG_inRWA @ShreyaBerry2

@Diarmuid_100x @PropChainGlobal 🤣

@allmils0 @PropChainGlobal Propchain Times Best Seller

Some of the things we’ve been working on in public and behind the scenes at @PropChainGlobal $PROPC Side note: I love working at Propchain and I love Web3. Someone once said: “love what you do and you’ll never work a day in your life” — biggest lie ever. every day we WORK — and we work HARD. Let’s go: ✦ Over $1.2M deployed into $PROPC treasury repurchases. It’s almost like Propchain has confidence in it’s own token economy :D ✦ €24M student housing acquisition by @PropGlobal digitised through Propchain infrastructure. Propchain’s infrastructure is directly embedded into the deal structure. This is a 7 figure revenue contract to give you an idea of the scale. ✦ Next European agreement nearing completion, approximately 3× larger than Trier, with Propchain again providing the digital infra layer.. Who likes math? ✦ New token economy framework launching in early Q4. This includes an interactive simulation model that will allow you to visualise how real world capital inflows affect the $PROPC token, demonstrating how external revenue cycles feed into the onchain mechanics - introducing new burn mechanisms, closing the economic ecosystem-loop, and showcasing a far more refined and high-velocity token model than V1. Very exciting. ✦ Partnerships with actual INSTITUTIONAL-GRADE (I can’t forgive the RWA meta for ruining this phrase) real estate players set to be announced shortly, bringing new pilot usage to Propchain’s digital infra — I’m excited to see this take shape in the $PROPC economy ✦ Onchain analytics showroom launching, verifying aum with 3rd party auditors, directly within the dApp. ✦ Separately, the @PropGlobal have been doing a brilliant job as usual. Nothing new there… UAE/Europe strategy accelerating, multiple joint venture opportunities, senior lenders being closed, and new European & UAE assets expecting to close this quarter. (=more tech licensing) & more news which will be released in due course. Thanks to everyone supporting the journey. It never goes unnoticed. & if you haven’t yet, join the PropchainDAO — stake 1k USD (≈1,900 $PROPC at this time) to join me, the team & the core community. It’s where the cool things are happening. We will be waiting for you, anon.

There are some sacred cows in crypto that just stick around forever and refuse to die. The post-airdrop "50% to community" allocation, which we all know means "an amorphous slush fund that we'll decide what to do with later" is a cow whose time has come. Good on @jon_charb for trying to push the Overton window here. Investors generally slash the "economically equivalent FDV" by ~50% in their minds when there are these enormous community allocations. This is very true of HYPE—the FDV is effectively overstated, because these tokens won't get spent unless there's a clear ROI, which makes HYPE nominally undervalued on a cash flow : FDV ratio. This whole "50% of tokens must be labeled 'community'" is a holdover of performative 2021 token socialism. We should just get rid of it so we can be straightforward about expected supply and circulation. Spending tokens on growth is fine—just do it transparently and justify it. Go to governance, argue for the supply expansion, and let holders decide. But ~50% of the total supply up front to do whatever with is silly and we should end it.