Jax
437 posts
Jax
@jax_fi
📍NYC | Connecting Protocols with Institutions @TheTieIO | prev @magna_digital @GetYieldFi
New York Katılım Ekim 2020
876 Takip Edilen418 Takipçiler
At #InnovateMiami by @TheTieIO, Puffer continued the momentum with institutional investors, builders, and digital asset leaders.
@AmirOnchain moderated:
“Are Crypto Markets Still Inefficient - or is the Alpha Gone?”
A sharp discussion on alpha, market structure, liquidity, and who is positioned to capture opportunities at scale.
Puffer was there for the conversations shaping the next phase of onchain markets. 🐡
3/3
x.com/puffer_finance…
English
Puffer showed up strong at @consensus2026 Miami. 🐡
Across packed panels, sponsor presence, booth conversations, and institutional meetings, the message was clear:
Ethereum-native yield, staking, restaking, and infrastructure are becoming a serious institutional category.
1/3
English
We did it fellas!!!
RISE is now using more gas than Ethereum and all L2s combined
All from one app, @risextrade.
Yes, on mainnet. And no, we’re not spamming transactions for engagement. This is what fully onchain orderbooks demand
English
Silo v3 is LIVE.
Silo introduces the safest lending markets in DeFi.
We rebuilt the core assumption behind lending: collateral does not need to be sold to keep markets solvent.
That shift puts lender protection first — and makes yield more durable.
Here’s how 👇
English
It’s all happening on @CantonNetwork! Join us!
Panther Hollow Ventures@PantherHollowV
Our Founding General Partner @EricSwartzKSU is attending @Blockworks’ Digital Asset Summit 2026 in New York this week. Day one made it clear — the conversation has shifted from speculation to real institutional positioning as early majority adoption by institutional investors has now kicked off in earnest. We had the pleasure of joining an auspicious panel at @MerkleScience (a division of @Mastercard) and @DuaneMorrisLLP Merkle Mini Meet New York on institutional stablecoin adoption alongside Mark Daly from @zerohashx and a few other expert, industry participants. In true Canton family form, we swept the event with Jacob McCrum also joining the institutional privacy use case panel earlier in the evening. Thank you very much for the opportunity, @MrigankPattnaik and @MauroWolfe! Eric had the incredible pleasure of educating the audience on the Canton-based @Cenote_network protocol currently under development by Water Cooler Studios and the securities lending platform Cenote is building to provide the trillions of dollars of collateral needed to serve the leverage needs of the users of the existing Canton-based repo platforms, including @Broadridge’s Digital Ledger Repo platform. @PantherHollowV is the multi-family office of the Swartz family and the family of @AndiPerlak_CAG. Panther Hollow is extremely proud and honored to have served Water Cooler Studios as a trusted advisor and investor since @StovenLabs founded it 3.5 years ago after the now infamous coffee chat between Stephen and Eric in which Stephen relayed his groundbreaking idea for a liquid staking protocol that delivered layer 1 governance at the liquid staking governance token level allowing networks to maximize decentralization while users enjoy the ability to maximize their capital efficiency, a true everyone wins innovation. The two continue innovating together to this day adding traditional finance on-chain financial primitives to their bailiwick with Cenote. If you’re here at DAS and you’re building, investing or thinking through institutional crypto adoption — let’s catch up. Panther Hollow wants to back you and Cenote wants to partner.
English
KAT is live. The Armory is open⚔️
Katana introduces something new:
A chain that routes revenue back into the ecosystem to reward active users.
At the center is KAT.
Stake, vote, earn here: app.katana.network/stake
English
@DefiIgnas I can see it from both sides but I do see this becoming a common trend nonetheless
English
I dislike this Across proposal so much: converting $ACX tokens to equity.
Huge failure of crypto, especially if it becomes a new trend.
It feels like a betrayal of the crypto spirit: investment access for everyone, anywhere, globally.
US investors under 5M ACX need accredited investor status to participate in the equity exchange.
ACX stops being freely tradable on DEXs. If they ever IPO, that liquidity goes to TradFi instead.
It should be the reverse: tokenize equity. That would be progress for the industry.
Yet the reasons for conversion are telling:
- They believe the token is undervalued
- They can't do effective BD as a DAO without a legal entity
The founder said: "having a token generally hurts more than it helps."
I hope other DAOs won't follow them. Especially Polymarket if they skip token altogether.
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
On March 4, 2026 (12–1pm ET), The Tie will host an Innovator Webinar: Real-World Stablecoin Adoption: Lessons from Emerging and Institutional Use Cases.
• @dbmarkley (@xsy_fi)
• @rparekh (@monad)
• Vasily Sidorov (@gaib_ai)
• Jackson Weinreb (The Tie), Moderator
Don’t miss it — join us live on X.
English
Liquid staking on Monad is live
Next step: credible neutrality
Validator selection will be tokenized
Control will sit with the Kintsu DAO
Democratic Staking Markets, coming soon
@StovenLabs
English
@jpeg_yakuza Those same bears will be the first to talk when tokens start pumping again. Everyone plays to the narrative. Mostly noise.
English
Key takeaway from Denver:
Everyone’s bearish on tokens & they have had every reason to be
There’s also a morbid sense within every business that relies on tokens that if nothing is addressed the vast majority of companies as we know them will go bust
A consortium of aligned parties dedicated to fix incentives has never been more important
Clique@Clique2046
A comprehensive outlook on token launches - what truly moves the needle and the key secular trends shaping the space. Thrilled to have contributed to this piece led by the Arrakis team.
English
Some reflections on the upcoming @superformxyz token launch, in what’s looking like one of the worst market we’ve seen in years.
Billions in value has been destroyed by the industry because the cycle of raising on a hot narrative and launching a token all prior to launching a product was too easy. Why was it too easy? Cheap capital from ZIRP. A global hypergambling zeitgeist to “escape the permanent underclass.” Smart money focused on marginal infrastructure innovation instead of acquiring new users. Many, many reasons.
Superform has taken a different approach. Since founding in 2022, we’ve focused on building real sustainable products that benefit the end user. In 2023 -2024, this looked like a yield marketplace. Something with undeniable value we delivered to over 150,000 users.
In 2025, we realized the larger vision of building a non-custodial bank-alternative. A “neobank” that didn’t push users to gamble their savings away. That doesn’t have dark patterns or hidden fees. One that breaks the pattern of abuse in both crypto and finance.
Looking into to the rest of 2026, I couldn’t be happier with the decisions we’ve made along the way. We have an app live in the US App Store that lets people save their money with rates better than any bank. We have vault infrastructure securing millions in deposits and have had zero exploits to date. All without compromising our values of doing what’s best for the user.
In 2026, we will do many things but I’m happy to say the Superform token will be live after we shipped a real product, with real users, and a real business to back it up.
Superform.
English
Kintsu × Turtle
We're excited to integrate with @turtledotxyz, to bring sMON and Kintsu's staking infused liquidity network into Turtle's opportunity stack on @monad.
English
2% of supply bought back every year at current revenue run rate.
Scaling revenue to $100M next year and we can buy back at least 8-10% per year.
Even more if we increase the 25% to say 50% as costs scale much slower.
The ticker is $SYRUP.
Maple@maplefinance
Maple just used 25% of November revenue to buy back 2M SYRUP. Less supply on the market, more value driven to long-term holders. Keep this pace of buybacks and >2% of all $SYRUP gets pulled from circulation each year. What happens when revenue scales to $100M+ in 2026?
English
Maple just used 25% of November revenue to buy back 2M SYRUP.
Less supply on the market, more value driven to long-term holders. Keep this pace of buybacks and >2% of all $SYRUP gets pulled from circulation each year.
What happens when revenue scales to $100M+ in 2026?
English
.@GetYieldFi is coming to Saga.
The protocol behind yETH and yUSD integrates natively into the Saga stack, expanding the Liquidity Integration Layer with yield-bearing assets offering up to 10% APY for @MustangFi and @ColtProtocol.
Read ↓ medium.com/sagaxyz/yieldf…
English