@SharogradskyM Nice research! Any forseen positive impact on STIF after the announced Fluence backlog increase and potential new orders from hyperscalers?
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Shibanu
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An interesting case study from one of our holdings this month — $ALSTI (STIF, France)
The stock dropped sharply after reporting full H2 results. Here’s why i think the market got it wrong. 👇
Mark Sharogradsky@SharogradskyM
$Alsti with beat and 46% growth Expectations for 2026 is 50% growth Shares still at 14 P/E Visited them a week ago and I think really impressive company and super interesting niche At USA it would trade at 30-40 P/E
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Clarity Act is now poised to accelerate the “Bretton Woods 3.0” framework that I’ve talked about.
The yield “ban” is cosmetic & simply something for banks to tout as a victory.
It bans stablecoins from paying you interest for just holding them: the way a savings account does.
But it explicitly allows stablecoins to pay you rewards for using them: buying things, lending, providing liquidity, participating in any program..
Now consider that those rewards can be calculated based on how much you hold & for how long.
I think that’s what we just call interest, but it will now be rebranded under a new name.
So, the implications:
- The fact that there is now a carve-out for stablecoin yield will accelerate the Bretton Woods 3.0 system.
If the ban had been real (no yield in any form) there’s no reason for anyone to hold stablecoins over a bank account. Stablecoin adoption would flatline (especially in Developed Markets) & Bessent’s $3.7T target would be hard to achieve.
This carve out keeps the incentive to hold stablecoins, which keeps the growth flywheel spinning.
- CBDCs can’t compete. No central bank would design its digital currency to pay activity based rewards calculated by balance & duration (too close to monetary policy). However, dollar stablecoins can. So in every market where a CBDC competes against a $ stablecoin, the dollar product is economically superior. The Clarity Act now guarantees that advantage persists.
- The dollar now goes global without permission. The new text allows platforms to pay incentives for payments, remittances, & settlement activity using stablecoins. That’s a subsidy for global dollar adoption funded by private companies (not taxpayers). Meanwhile, increasing Treasury demand in the background.
For example, a Filipino worker now gets a rebate for sending remittances in USDC. There’s an additional incentive for him to now transact in stablecoins, which, unbeknownst to him, purchases American debt behind the scenes. A win-win for global stablecoin users & the American economy (fiscal situation).
The compromise looks like a ban.
But it’s actually a growth mandate.
As I’ve stated, the US government needs stablecoins to scale because it needs someone to buy its debt.
Bretton Woods 3.0
Faryar Shirzad 🛡️@faryarshirzad
The final rewards text in the CLARITY Act is now public. We’ve been clear throughout this process: much of this debate was based on imagined risks, not real evidence, nor was it based on a real understanding of how crypto actually works. Nevertheless, the crypto industry showed up to engage. Through months of meetings, the @WhiteHouse, @USTreasury, @BankingGOP, @SenThomTillis and @Sen_Alsobrooks finally arrived at a compromise. In the end, the banks were able to get more restrictions on rewards, but we protected what matters – the ability for Americans to earn rewards, based on real usage of crypto platforms and networks. We also ensured the US can be at the forefront of the financial system – which in this competitive geopolitical era is paramount. That’s important for innovation, consumers and America's national security. Now that this issue is behind us, it’s time to focus on the broader bill. While this debate has been underway, lots of progress has been made on other areas like token classification, defi, and tokenization. We’re excited to review the full, final text, and for the bill to move forward. It’s time to get CLARITY done.
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.@CyberBrokers_ is a no brainer here. Each character comes with full commercial IP rights for owners, tons of species and talents to choose from, and everything is fully onchain.
if you’re looking for 3D ready assets already rigged for animation, our @tpldrifters are next-level. hit me up and I'd be more than happy to geek out with you on ideas @HollanderAdam ❤️🔥👾
Adam Hollander@HollanderAdam
we've been trying to incorporate lots of different token and NFT IP in our creative content lately. what projects haven't been regularly included that you'd like to see more of? going to share the responses with our creative team - so be loud if you want to see your favorites in upcoming videos :)
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Wednesday Wisdom...
If you don't own at least one @CyberBrokers_ you are not a collector.
There, I said it ! No further explanation needed.
IFYKYK.
GIF
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retweet your forever broker 🤘
@CyberBrokers_
Reneil@reneil1337
retweet your forever broker 🤘 @CyberBrokers_
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Banding Turner shouldn’t be so close to floor, no way. Had an eye on this @CyberBrokers_ for a while. Filter BTC mask won’t be seen as low as this again imho #onchain ⛓️ opensea.io/item/ethereum/…
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@reneil1337 @CyberBrokers_ Have more than one forever Broker, but my love my Bull Bear masked Dreamer is strongest! 🤘 pic.twitter.com/zqM9L1fVaw
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Iconic BTC Mask @CyberBrokers_ on the floor...
Don't mind if I do!
Fully onchain art never dies.
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First came @CyberBrokers_ & Genesis Mechs ➡️ pure on-chain art & lore.
Now the evolution: @tpldrifters + G.E.A.R.
Mint G.E.A.R. → Build your Drifter → Join the expanding @CyberBrokers_ universe.
This is what on-chain culture looks like.
#Crypto #Art #NFT $KAITO @KaitoAI
Reneil@reneil1337
Been holding @CyberBrokers_ since the beginning, and it's been a fascinating journey. I met Josie and Ben back in 2019, and I knew they were working on something innovative. This project's been a labor of love for them, and it's great to see it survived the brutal bear market 🧵
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Own a piece of art that will never disappear - no matter the cycle.
Onchain.
Immutable.
Forever.
@CyberBrokers_
GIF
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