
August was busy for @farstardao ! We kicked off the month launching the first-ever @arbitrum Growth Circles with some great teams 👇
Lino Velev
2.5K posts

@lvelev
Ecosystem architect ⚙️ | Web3, AI & GTM | Built $250M fund plan @Arbitrum | Mentor 200+ founders | Obsessed with good governance & high-leverage tech

August was busy for @farstardao ! We kicked off the month launching the first-ever @arbitrum Growth Circles with some great teams 👇


Why isn’t Trump asking his Board of Peace members to help him open up the strait of hormuz? Why is he begging all the Western democracies who he has been insulting the last year to help him?

When an AI agent hits a paywall, its autonomy ends. x402 on Stellar fixes that. One HTTP request. One stablecoin payment. No accounts, no API keys, no human in the loop. The internet was built to move information. Now it moves money too. Check it out. stellar.org/blog/foundatio…



📣 Calling all startups in emerging markets with ready-to-deploy blockchain-based solutions for social good. Apply for mentorship and equity-free funding up to US$100,000 in ETH, BTC or USDC from the UNICEF Venture Fund. Deadline: 10 March 2026. For info on requirements, eligibility criteria and how to apply ➡️ unicef.link/blockchain-call




This just seems like a poorly organized plan by an otherwise thoughtful team. 1) Why would you use USDtb to back it, which is strictly worse than just holding BUIDL (what backs USDtb)? And it’s not as if BUIDL is a great yield. If you’re going to forgo yield, at least get that Blackrock-adjacent claim of using BUIDL. I hope they at least don’t get charged some kind of fee from Ethena - Ethena should be paying MegaEth. 2) Why does this exist? For the user, not for the issuer. Why do I, as a user, want to hold USDM vs USDC/T? ⬆️ This is, by the way, a question I don’t think most stablecoin issuers seriously ask themselves. You need to be solving a problem for users. I actually believe most chains should explore issuing their own “local currency”. But this just seems doomed for the typical throw-incentives-at-it-then-everyone-uses-USDC/T-anyways lifecycle. Blast of all chains probably had the most effective approach to this. They just force converted all your DAI, USDC, and USDT to USDB upon using the bridge. Huge head start and avoided fragmenting liquidity further. The thing about stablecoins is you really have to be obsessed with it over breakfast, lunch, and dinner. You can’t be a tourist. I think it’s going to be tough to simultaneously launch a successful chain and market a stablecoin that seems like its sole purpose is to send the interest to the chain in lieu of sequencer fees. MegaEth team needs to fully explain why I, as a user, want to use a brand new stablecoin that doesn’t even pay me anything vs USDT or other alternatives.

Nashpoint has integrated WisdomTree Connect from @WisdomTreeFunds on @Arbitrum. WTGXX and CRDYX can now be incorporated alongside RWAs from Centrifuge and DigiFT inside a single programmable vault architecture. One vault. Multiple institutional RWA issuers. Unified liquidity + rebalancing logic. This is what RWA orchestration looks like.



BREAKING: Anthropic CEO formally refuses to comply with the Department of War's demands. 44% chance they're banned from the supply chain. poly.market/6kkVEei








There is a huge challenge (and opportunity) in new financing models for companies operating at the intersection of bits and atoms. This is the new frontier, and - I suspect - is where the next trillion dollar businesses are most likely to be built. You cannot finance all these physical assets, inventory, manufacturing capacity, infrastructure, etc. purely with equity. Traditional debt is not yet comfortable with the risks - these companies are too nascent. I suspect the winning VCs in this space will learn to think like infrastructure investors (or hire for that skillset). The best will be thinking about capital structures beyond equity at the point of investment - writing an equity cheque but also helping design the full stack of capital the company will need, including warehouse facilities, equipment financing, and offtake-backed debt. This is a very different skill set from traditional venture. Instead of "we can help you hire a VP of Sales," it's "we can help you structure a $200M debt facility against your contracted revenue." Government and quasi-government capital as a catalyst for robotics, new models in life sciences, etc. will also be very important. This is exactly what has allowed China to take the lead in robotics. The state has been willing to think very long term and absorb massive up-front losses, act as a first customer, etc. We can and should learn from them.
