Guilherme Giserman

Cada vez mais a economia real e financeira será movimentada on-chain. Desde real estate até ações tokenizadas, em poucos anos as mudanças serão grandes.

😮

The United States 🇺🇸 currently controls 69% of the world’s AI computing power

In the sultry world of DeFi, @HyperliquidX is quietly slipping into the ménage à trois between @ethena, @pendle_fi and @aave. Here are the first two acts. Act 1: The Seduction of Yield Here’s how the romance unfolds: (a) Ethena’s USDe stablecoin – or “synthetic dollar” – promises tantalising yields from shorting perpetual futures. (b) USDe falls into Pendle’s arms, which decomposes it into Principal Tokens (PTs) with a fixed yield (say, 10%). (c) PTs serve as collateral on AAVE, unlocking their full potential for borrowing USDC at a lower rate (say, 6%). (d) The borrowed USDC runs back to Ethena, reborn as fresh USDe, closing the loop—ready to do it all over again. Watch the moment Pendle invites Ethena and AAVE for the ride of their lives. youtu.be/b6CpiOsB1XI?si… This affair is worth over $4B, representing most of Ethena’s deposits on AAVE and the lion’s share of Pendle’s TVL. I think much of the chemistry between these protocols has to do with EVM composability and proximity across the TradFi↔DeFi and Offchain↔ Onchain axes (see chart). Act 2: Hyperliquid’s Irresistible Charm Its maturing Layer 1 — the HyperEVM — becomes the irresistible fourth. Pendle and Hyperliquid already share a history with ~$300M TVL from the HyperEVM already in place. And Pendle’s new Boros funding-rate markets seem destined for Hyperliquid perps. Ethena uses Hyperliquid perps, and USDe is rapidly getting embedded in both Core and the HyperEVM. AAVE's relationship with Hyperliquid is still tenuous, mainly through a new partnership with @hyperlendx, a “friendly fork.” Let’s hope Act 3 doesn’t end the same way Woody Allen’s screenplay did: a tragedy of basis trades, flattening contango, and post-airdrop blues.

"Bitcoin Briefly Becomes Fifth-Largest Asset: it reached a new all-time high, briefly pushing its market cap to approximately $2.43trn, temporarily overtaking Amazon as the world’s fifth-largest asset. It has since settled into sixth place." - Tagus Capital

Com @pauloghedini entendendo a interseçāo de Neuroscience com AI. Professor Michael Platt no evento de @Wharton no @BTGPactual.

By @AxelBlikstad As the BTC protocol celebrates its 16th anniversary, some fun facts about the BTC launch: - The block reward for the Genesis Block is un-spendable - The BTC software wasn´t live on January 3rd, 2009 - The Times article is a time stamp - Satoshi did not ´pre-mine´ BTC - Satoshi had to mine the Genesis Block himself - Block 9 is the 1st BTC block we know Satoshi mined - The Genesis Block hash is different from other block hashes - The Genesis Block was mined at a specific time - The Genesis Block is the template for all blocks to follow - BTC had no value at the time of launch

Histórico.

A executive order proibe CBDC no US.

A historia do $BTC em um grafico.

MAHA

Yes.

Happy #Bitcoin White Paper Day

"On day 1, we will fire Gary Gensler." #BitcoinNashville

Larry Fink believes in #Bitcoin.

How has the significant shift brought about by institutional adoption transformed the crypto industry? 📈 @ggiserman, Head of Crypto Trading at Itaú BBA, highlights the impact, noting that the introduction of ETFs, has added tremendous credibility. 🌐 Watch more 🔗 youtube.com/watch?v=raglgY… #CryptoRevolution #InstitutionalAdoption #ETFs #CryptoCredibility #Bitcoin #Finance

Done and done! It was an honor to help organize the #WhartonForum in São Paulo and a privilege to be part of this amazing community of alumni, faculty, and staff. Special thanks to our Forum Chair Roberto Sallouti and to the Wharton Club of Brazil. #Wharton #AI #Innovation

@pauloghedini "Está de pé?" é mais brasileiro do que jabuticaba.

"e aí ta de pé hj" (meia hora antes), "ta marcado 8pm, então pode chegar 9pm", Garçon: "Gelo e limão?" e o melhor... "parcelado SEM juros" 😂

O @GrandHyatt_SP hj é de @Wharton 👏🏻. #WhartonForum @ggiserman @BTGPactual

Looking forward to seeing everyone at the #WhartonForum on June 7-8th! The Wharton School has recently centered its curriculum around AI and the Vice Dean of Wharton AI & Analytics Initiative, @ebradlow, will be speaking in-person at the Forum next week.