BRI
2.3K posts
@blockchainRI
Empowering businesses and governments to succeed in the new digital age
Thanks to @andyyy and @robbie_rollup of the @therollupco for having me on the pod here at the DC Blockchain Summit. We talked about the intersection of crypto and AI and the potential winners of the new Internet of value, aka the digital asset group of seven (the #DAG7)
Sat down with my buddy @scottmelker to make sense of this crazy market. Scott is a master strategist and market commentator. We talked: Bitcoin technicals Why he is accumulating ETH and BTC CLARITY Price vs. Fundamentals The 4 year cycle BTC vs. Gold and more!
The Internet of Information has the MAG7. The internet of value will have the DAG7 (Digital Asset Group of Seven). These will be the foundational protocols for the new web. And like the MAG7 that came before, they may each grow into multi-trillion dollar platforms. So what are the DAG7? The three I have the most conviction on are: 1. Digital Gold - Bitcoin 2. Open Application Ecosystem - Ethereum 3. Internet Capital Markets - Solana After that, it's less clear. The leaders are still emerging: 4. Everything Exchange - A few contenders, including BNB/HYPE/BASE 5. Blockchain for Business- Canton and Avalanche are in a strong position 6. Blockchain x AI - TAO is a leader, but it's still early 7. Blockchain Social - WIDE OPEN What do you think?
New @defidecodedpod is out! I sit down with Bloomberg's very own @JSeyff, the KING of ETF analysis and a fellow situation monitooor. We talk about: > ETFs banger start to the year > Active vs. Passive flows > Are investors really 'selling America?' > Sector winners and loser > How PMs learned to love ETFs > Why 4x leverage ETFs may actually be a good thing > Why crypto needs to shed its scammy baggage > Why Bitcoin's bouncing back And much more! Absolutely 🔥🔥 episode Check it out 👇
Crypto and Wall Street on a c̶o̶l̶l̶i̶s̶i̶o̶n̶ convergence course
My friend @syrupsid is one of crypto’s most underrated builders. He’s grown @maplefinance into a $4 billion juggernaut through bull and bear markets. How? By balancing innovation, risk and operational excellence. Great to catch up with Sid on this week’s @defidecodedpod 👇
Episode 228: How Maple Built an Onchain Finance Juggernaut with Sid Powell of Maple @alextapscott @syrupsid @maplefinance @CMCC_Global 0:00 Introduction 1:57 Maple’s Evolution: From $1B to $4B AUM 4:36 Who Borrows Today: Funds, Prime Brokers, and Digital Asset Treasuries 7:02 The Institutional Pitch: Risk-Adjusted Yield vs. T-Bills 10:11 Risk Management: LTV, Margin Calls, and Liquidation Framework 12:31 Bridging to TradFi: Securitization and Fiat On-Ramps 13:56 Distribution Strategy: Neobanks and Fintech Integration 14:57 Stress Test: How Maple Navigated the October Market Shock 18:58 Market Sentiment: Cash Inflows and Risk-Off Positioning 19:50 The Tokenized Collateral Opportunity: Gold, Equities, and RWAs 24:35 The Tokenization Supercycle and Onchain Credit Demand 27:39 AI + Finance: Why Agents Will Use Stablecoins and Onchain Credit 28:03 Using AI Today: Collateral Monitoring and Risk Forecasting 30:11 The Future: Agent-to-Agent Finance and Autonomous Treasury Management 32:31 Closing Thoughts
2016- Internet of Things 2026 - Economy of Things
"I can't tell you if it happens in 90 days or 12 months," said Martin Small, CFO of BlackRock. That's 12 months at the outside. If you're wondering what narratives will lead us out of the bear market, this is one of them. Bullish L1s and quite bullish DeFi imo.
AI agents won't ask to get paid in cash. They'll demand to get paid in equity. Cash is for meatbags who need to pay for food, shelter and medicine. The AI will want ownership.
We all know agents can't open bank accounts or sign traditional contracts—but they can sign smart contracts, send stablecoins, and transact on-chain. That's a good start, but there's SO MUCH MORE that needs to get built. If AI agents are going to be full economic participants, they need a crypto-native economic toolkit. I asked @ClaudeAI to help map this out. It feels like every single one of these is a billion-dollar opportunity. Who's already building this? IDENTITY & REPUTATION > Cryptographic identity systems for agents and a way to track performance, reliability, and trustworthiness stored on-chain > Related, ways for new agents to build credibility from zero (aka 'bootstrap identity') TREASURY & PAYMENTS > Automated treasury management for agents (earning yield, allocating budgets) > Wallets designed for agent collaboration and shared ownership (Could these be all-agent DAOs with a multisig?) SMART CONTRACT TEMPLATES > Standard agreements for common agent interactions (hiring, partnerships, revenue splits) with automated escrows RESOURCE MARKETS > Marketplaces where agents buy and sell computing power > Data marketplaces with clear ownership and licensing > Access to tools and APIs with automated payments COORDINATION TOOLS > Project management tools that automatically pay contributors > Ways for agents to pool resources and share risk, and split profits in collaborative work CONFLICT RESOLUTION > Automated conflict resolution without human intervention with penalties for agents that break agreements AGENT IP OWNERSHIP AND LICENSING > Automated licensing and royalties for agent-created content and revenue sharing from downstream uses > Mechanisms for agents to invest in each other's success (DAOs again?) RISK MANAGEMENT AND INSURANCE > Insurance products for agent failures, perhaps shared insurance pools where agents protect each other So we basically need to build an AI and crypto-native economic system to support the agentic economy and economy of things. Lots of green space!
This "$6 trillion" # keeps making the rounds, but there is no evidence stablecoins take from bank deposits. Since 2020, stablecoin circulating supply has rocketed from $5 billion to $300 billion. The impact on banks? Negligible, so far. In fact in the same period, community bank deposits have INCREASED from $1.9 trillion to $2.3 trillion and overall commercial bank deposits have increased from $15 trillion to $20 trillion. Data: St. Louis Fed, Charles River Associates
