Colin Pyle

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Colin Pyle

Colin Pyle

@pylec

Founder Inflection Point Advisory | Building the future of finance | Ex @noble_xyz, @balance_canada, $RFA.TO, ToroFX ('08) | China & India on bikes | @crukafe

Global Katılım Mayıs 2010
933 Takip Edilen1.4K Takipçiler
Colin Pyle
Colin Pyle@pylec·
@bradmillscan Haha - I'm in -paint it Orange - extreme fitness helps with the volatility💪🏻😂
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Colin Pyle
Colin Pyle@pylec·
Had a bunch of friends ping me about @ben_mckenzie on @jonstewart talking crypto. Listened to it. Frustrating. Not because there's nothing to criticize, there's plenty. But because there's zero interest in being intellectually honest or distinguishing what's working from what isn't. Then @LynAldenContact dropped a response and it's a masterclass in how to actually talk about this space. We need more of that. 🎙️ youtu.be/3fhLpauSInk?si… 🎙️ youtu.be/gFNx_OLRZO0?si…
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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry
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Lyn Alden
Lyn Alden@LynAldenContact·
@jonstewart Big fan of your work Jon, for like 20 years. But you could find better guests on this topic. More nuanced.
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MetaMask 🦊
MetaMask 🦊@MetaMask·
📣 Introducing: MetaMask TradFi Mode
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Austin Campbell
Austin Campbell@austincampbell·
@perkinscr97 @FTI_Global Chris, I love you, but this is the single worst day of the year to make an actual announcement and I know you did this on purpose.
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Christopher Perkins 🦅🌎⚓️NYC
Today, I’m very excited to announce that I will be joining @FTI_Global as the head of Franklin Crypto. The convergence of traditional finance (TradFi) and the digital asset ecosystem is no longer a "future" trend—it is the reality of 2026. As I prepare to step into my new role leading Franklin Crypto with @sethginns and Tony Pecore, I am incredibly energized to help lead this firm’s continued evolution in a space that is fundamentally rewiring how global markets operate. Crypto’s institutional era is upon us, and to succeed, Franklin Crypto must leverage its deep and unique understanding of crypto and traditional finance to build differentiated, scalable and compliant products for our clients. My journey has always been defined by a foot in both worlds: the rigorous, disciplined structures of traditional finance and the high-velocity innovation of the crypto markets. At Franklin Templeton, my goal will be to leverage this unique vantage point to partner with our clients, building the institutional-grade products they need to succeed in this new digital frontier. We aren't just observing the market; we are active participants in its transformation. Markets are tokenizing. The once-distinct lines between crypto and traditional assets are blurring into a single, cohesive financial landscape. Perhaps most importantly, the era of the "9-to-5" market is fading as we embrace the reality of 24/7 global liquidity. It is fascinating to look back even just a few years. Previously, there was a perceived "reputational risk" for an institution to be involved in crypto. Today, that narrative has completely flipped. In 2026, the true reputational risk lies in not having a digital asset strategy. As the "Institutional Era" of crypto takes hold, our clients expect more than just exposure—they expect sophisticated navigation with people they can trust. Franklin Templeton has spent years building the foundational infrastructure—including the proprietary Benji Technology platform—and the deep internal expertise necessary to manage these assets with the same precision as any traditional portfolio. The timing for this transition couldn't be better. We are currently seeing a unique divergence: while broader market sentiment may fluctuate, the underlying fundamentals of the crypto markets continue to improve at an exponential rate. Our mission is simple: to attract the best investment talent, build leading digital infrastructure and support the needs of our clients in this exciting new world. We differentiate ourselves through an exceptionally deep knowledge of both crypto-native protocols and traditional asset management. By combining this expertise with Franklin Templeton’s legacy of operational excellence, we are perfectly positioned to deliver for our clients as they scale their own digital journeys. I look forward to what we will build together.
Christopher Perkins 🦅🌎⚓️NYC tweet media
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Jelena
Jelena@jelena_noble·
Gm CT hivemind Noble is assessing the best on/off ramps for a Web 2-like consumer facing application that leverages stablecoins.... We are targeting the US market to start. Builders, who are your favorite partners to work with?
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Jelena
Jelena@jelena_noble·
Stablecoins = "Be Your Own Bank" Before stablecoins became regulated payment instruments (thank you, GENIUS Act!), individuals & businesses could not do bank-like things like accept deposits and offer rewards. We are about to see a MASSIVE industry take off on the consumer side
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Matt Hougan
Matt Hougan@Matt_Hougan·
Imagine if the situation were reversed and stablecoins were status quo, such that everyone had their money in entities backed 1-1 with US Treasuries. And then some guy came along and was like, "I have this new idea called fractional reserve banking..." We would laugh him out of the room.
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Mike Cagney 🇺🇸
Mike Cagney 🇺🇸@mcagney·
We need a crypto wallet built for the average SoFi customer, but still valuable to the crypto degen. I'm thinking... - MPC custody. No key's to lose, self custody, biometric driven. - Holds assets, liabilities and identity. For example, KYC credentials that can be reused. - @Figure YLDS as the fiat on/off ramp. Pays interest on your cash, 24x7 usable. - Debit/credit card to bridge to fiat (until you can buy your coffee with YLDS). Rewards in cash, crypto and OPEN stocks? - High yield on YLDS/fiat through democratized prime. Expand to other DeFi protocols over time. - Robust dApp universe. Initially OPEN, democratized prime, Hastra. - L1 interoperability. Solana, Ethereum, Provenance, etc. - Agentic PA. "Get me a ticket from SFO to EWR on the 5th at the best price possible." What else am I missing here? @mattconroy @juneou @MBTannenbaum
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Eric Jackson
Eric Jackson@ericjackson·
$BETR just signed a $500M warehouse facility through Sky's stablecoin ecosystem. Framework Ventures is the intermediary. Here's what most people will miss and what I'm still watching. What this actually is: Traditional mortgage originators fund their pipeline through bank warehouse lines. SOFR + spread, relationship-dependent, covenant-heavy. Better is replacing that with DeFi-sourced capital secured by conforming mortgages — GSE-backed, near-risk-free assets. If the 100bps funding cost advantage is real, that's structural. Not a promotional rate. Not a one-quarter benefit. A permanent cost-of-capital moat over every traditional originator in the country. Sub-5% mortgage rates when the industry is charging 6%+. On every single loan. That's big. The part nobody's talking about: The press release mentions "Tinman AI platform partners." That's not Better originating loans with cheaper capital. That's Better becoming infrastructure — other lenders plugging into Tinman's AI underwriting AND its DeFi funding rails. That's a platform business, not a mortgage company. The flywheel: more originations produce more yield for Sky, which allocates more capital back to Better, which funds more originations. Obex has $2.5B behind it. $500M is the opening. What I'm still watching: 1. When does actual capital deploy? Announced is not funded. 2. Regulatory path. The OCC and CFPB haven't weighed in on tokenized warehouse structures. Silence is not approval. 3. Exclusivity. Can competing originators join Sky as mortgage Stars? If yes, the moat narrows. If no, it widens. Conforming mortgages are one of the safest asset classes on earth. $12 trillion US market. Sky needs real-world yield that isn't treasuries. Better needs warehouse capital that isn't banks. The alignment is genuine. The execution is unproven. Structure beats comfort. Governance beats hope.
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Brian Fabian Crain
Brian Fabian Crain@crainbf·
I'm excited that finally the sale of @ChorusOne to @bitwise has closed and been announced! Over 50 of our brilliant people are moving over to Bitwise and becoming part of Bitwise Onchain Solutions. I'm incredibly grateful and happy with this outcome. Bitwise is an outstanding company and I've loved working with their leadership team @HHorsley, @hongkim__ and @teddyfuse throughout this process. Bitwise is building the dominant specialized asset management company for crypto. Aside from ETFs and other regulated products, they already have strong staking experience through their Ethereum operation and will now be in a formidable position to be the #1 player in staking and stablecoin yield / vaults as well. Over time, it became clear that consolidation was coming to the crypto industry and that staking is best delivered as part of a larger platform. Bitwise is the perfect home for that. Bitwise is also the right fit from a culture perspective. They combine deep passion for the industry, a dedication to research and a long-term oriented mindset. I have no doubt that a lot of the Chorus One team will be there for many years and have a big impact on the organization they are building. As for me, I'll be transitioning to an advisor role and will be supporting Bitwise going forward from the sideline. This is a long 8-year chapter that is coming to a close since Meher and I started the company at the dawn of Proof-of-Stake. There have been many ups and downs through this journey. We've had great successes and big setbacks. We were involved in launching the first testnets and mainnets from Cosmos to Solana. We did some of the earliest work on liquid staking and helped launch Lido. We made great decisions and terrible ones too. I'm grateful for all these years. I've learned more than I could have imagined, worked with incredible colleagues and am now able to have that work transition into something even greater. I want to thank the Bitwise team for their trust in us and valuing what we've built. I also want to thank all the people who worked at Chorus One over the years. And all the customers and partners who supported us. I also want to thank Paul McCaffrey and his fantastic team at KBW for their support in the process.
Bitwise@Bitwise

We’re pleased to announce that Bitwise has acquired Chorus One, a leading institutional staking provider with over $2 billion in staked assets. The business has been incorporated into Bitwise Onchain Solutions, the staking division of Bitwise, and expands our staking capabilities to over 30 proof-of-stake networks. Excited for the future —

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Ryan Petersen
Ryan Petersen@typesfast·
The most entertaining outcome is the most likely so I predict that if Canada's men's ice hockey team should beat the US men's ice hockey team in the Winter Olympics, Donald Trump will increase the Section 122 tariffs from 10% to 15% as his is statutory right.
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