Vajresh Balaji

3.1K posts

Vajresh Balaji

Vajresh Balaji

@bvajresh

co-founder @yieldclubhq, investing @socialgraphvc | Product @fantasticdayxyz, @superlayerio

🌏 Katılım Mayıs 2009
3.7K Takip Edilen3K Takipçiler
Vajresh Balaji
Vajresh Balaji@bvajresh·
Came across this @AnthropicAI ad in the program guide for the Edinburgh Fringe. You don't see companies call themselves "Late bloomer" often. Smart messaging given they're trying to talk to creatives who are more likely to have reservations about AI
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Vajresh Balaji
Vajresh Balaji@bvajresh·
@centrifuge TradFi will adopt them not out of choice, but necessity, to stay competitive in a world that demands real-time, trust-minimized finance.
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Centrifuge
Centrifuge@centrifuge·
Onchain isn’t here to compete with the biggest players in TradFi. It’s here to power the financial system they’ll all need next.
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Guy Wuollet
Guy Wuollet@guywuolletjr·
DeFi’s next step is into the real world by financing physical infrastructure. Here’s a talk I gave a few months ago explaining what DePIN is and why we’re excited about it. The future of crypto is real (assets).
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Vajresh Balaji
Vajresh Balaji@bvajresh·
@oxtochi Stablecoin yield via one-click vaults is going to be facebook moment.
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The DeFi Investor 🔎
The DeFi Investor 🔎@TheDeFinvestor·
Crypto is an industry where nothing can happen for months and then suddenly a few weeks of good price action can change your life. What's really important is that you don't leave during the quiet periods.
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wale.moca 🐳
wale.moca 🐳@waleswoosh·
I thought metals dumping too would make me feel better about being invested in crypto. But it doesn’t. I don’t really feel anything anymore
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Raychi
Raychi@raychix·
@bvajresh that tree gives strong tomb raider vibes could see this as a boss arena in some ancient ruins game
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Vajresh Balaji
Vajresh Balaji@bvajresh·
I’ve been traveling quite a bit lately, and it's allowed me to use AI for something other than work/vibecoding and also see it being used by regular people outside the tech bubble. In Japan, Vietnam, and Thailand, I noticed several instances of sales associates pulling up @ChatGPTapp mid-conversation and using it to translate what I was asking them and then to explain product details to me in English. I also ended up using ChatGPT constantly as a personal guide, especially where additional context allows you to experience places in a new way. At the Temple of the Emerald Buddha in Bangkok and the Silver Pagoda in Phnom Penh, there are frescoes of the Ramayana. I’d look at a section, ask what scene it might be, then follow up until I could place it in the story. It felt a lot more interactive than listening to a guide explain it to a group. After asking ChatGPT about the same epic across countries, I started to understand how the depiction shifts across India, Thailand, and Cambodia, in terms of composition, character emphasis, visual style, and even the energy of the scenes. The story was the same, but the cultural differences showed through. ChatGPT helped most on the ground, whereas @perplexity_ai helped most before the trip. I’d dump a list of spots into Perplexity and have it search for opening and closing times, closed days, special exhibitions, and odd closures. Then it could help map everything into a day-by-day plan that made sense. That alone saved a lot of wasted time and last-minute reshuffling. The best travel uses of AI are small, practical, and frequent. Translation becomes smoother with added context. Historical sites become more legible. Planning becomes less fragile.
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Vajresh Balaji
Vajresh Balaji@bvajresh·
@_RayXiao Institutions aren't chasing APYs they're looking for reliability and transparency in how their assets are deployed. Builders who prioritize those standards will capture the next wave of meaningful adoption.
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Ray Xiao
Ray Xiao@_RayXiao·
For a long time, a lot of Tradfi people I've talked with doubted DeFi was basically just a "global margin machine" although they think disintermediation is a cool nature of DeFi. I have to admit that before RWA was widely noticed, they made a fair point. Thinking about the classic use case: I deposit ETH to borrow stablecoins, just so I can turn around and buy more ETH. In this case, the capital was spinning in circles. It was leverage for the sake of leverage, essentially it didn't really touch the real economy. But right now, we are seeing a massive shift. DeFi is maturing from that global margin machine into what we call a Real Balance Sheet Layer. It's not just serving financial speculation anymore. We're seeing fintechs and asset managers like BlackRock bringing real world assets on chain. They are using DeFi not to gamble on tokens, but for real world business operations: managing cash flows, financing receivables, and earning steady, credit-based yields. So in the new era, we need to think about how to build sustainable business. People don't need another crazy 30%-40% APY incentive pool. We want to build the infrastructure that connects to the real world. I think it's very clear trend that DeFi builders who are still on the table are focusing on standardizing several specific things: - First, connecting off chain cash flows. We need to map verifiable revenue from banks and payment providers directly into on chain credit. - Second, risk tranching. It is crucial to slice risk into Senior, Mezzanine, and Equity tranches so different types of capital can match them. - Third, hedging. Real world institutions won't come here without enough protection. They need on chain derivatives to hedge out interest rate and credit risks. We are seeing users and institutions vote with their feet. They are moving capital toward verifiable finance and programmable balance sheets, placing a premium on safety that we’ve never seen before.
De.Fi@DeFi

Rise of DeFi - Top Innovators 🎉 Join us Jan 28th for an incredible Spaces, where we will discuss with some of the Top Leaders in DeFi, the latest and greatest. Special Guest Speakers @OKX_Ventures, @Celo, @Bancor, @capmoney_ , @mcsquaredfi 😍 LINK: x.com/i/spaces/1gqGv… Be sure to follow our guest speakers

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Vajresh Balaji
Vajresh Balaji@bvajresh·
@Houlgrave These moves aren't defensive they're about controlling the upgraded rails for value movement. Stripe's Bridge and Privy acquisitions give them seamless stablecoin settlement and embedded wallets that fit right into existing merchant flows.
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Vajresh Balaji
Vajresh Balaji@bvajresh·
@SuhailKakar Normalise saying what users can actually do and what’s in it for them.
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Suhail Kakar
Suhail Kakar@SuhailKakar·
crypto websites are built for devs, not users "permissionless liquidity primitive" means nothing to 99% of people just say what it does in english: - "deposit usdc, earn 5%" - "send money globally" - "transfer assets without middlemen"
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Merlin Egalite 🦋
Merlin Egalite 🦋@MerlinEgalite·
As more institutions are looking at DeFi, navigating the options and tradeoffs when choosing a protocol can get hard. I wrote a piece on how teams that aren’t DeFi-native can think about choosing a DeFi protocol as infrastructure, and what actually matters in practice Link in reply 👇
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Andy
Andy@andyyy·
99% of tokens will go to zero. Welcome to reality.
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Vajresh Balaji
Vajresh Balaji@bvajresh·
@jonahlau_ Spot on! Building relationships in the space is super important.
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Jonah Lau
Jonah Lau@jonahlau_·
Tier list of what actually gets you hired in crypto: S: Someone vouches for you to someone who's hiring A: Jumping in DMs with proof of work or personalized samples B: Building in public with a specific conviction C: Personal brand with actual insights and critical thinking D: Cold applying on job boards F: Mass applying and hoping for the best What separates F and S is relationships and skin in the game. That's it.
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