Theo White

1/ Wire payments by businesses often show the payment processor's name on the recipient's bank statement. Not the actual sender's. Named Wire Payouts from Sphere fixes this. Your company name on every USD wire, automatically.

The mystery deepens. An independent researcher has uncovered an unexpected anticorrelation between VASCO transient detections and geomagnetic storm activity. This finding seriously challenges explanations based on cosmic rays or plate defects, even without considering the deficit of transients in Earth’s shadow. Read the preprint: arxiv.org/pdf/2604.04950 I’m grateful to independent researchers who have the courage and integrity to examine this topic seriously and in good faith.

The industry can't afford another year of regulatory limbo. The CLARITY Act represents the kind of foundational stablecoin legislation we need to move forward. Not as a final answer, but as an initial framework that lets serious builders operate with certainty. At @sphere, we're building infrastructure that compliantly makes stablecoins interoperable with existing systems: Fedwire, BOJ-NET, central bank clearing, et cetera. The best future requires pragmatism: both systems working together on better rails. Last week our team was in Washington meeting with the White House, OCC, SEC, and other key stakeholders. We went to share what we're seeing from the infrastructure side, given that most of the policy focus right now is on market structure: stablecoins, custody, exchange oversight. That's necessary. But there are other hard questions coming: how do regulated institutions actually connect to on-chain systems without breaking anything? How do you make a stablecoin settlement hit Fedwire or BOJ-NET in a way that a compliance officer can sign off on? Legislation sets the framework. But the technical details around clearing, settlement, and cross-border interoperability will determine how it actually works day-to-day. We're building for that future at Sphere, and grateful for the openness from policymakers and builders alike to getting the important details right.

The next era of global financial infrastructure is being built now. As we begin the year, I’m proud to formally announce Sphere’s entry into the United Arab Emirates. Over the course of 2025, we deliberately and quietly laid the groundwork for a lasting, fully licensed presence in the region. This year marks a transition from foundation to execution. In that spirit, I’m thrilled to welcome Ahmad Juma as Head of UAE. Ahmad brings deep-rooted regional insight, generational perspective and founding experience in global commodities and trade, uniquely positioning him to lead Sphere’s institutional partnerships across the Emirates. His hiring reflects the permanence with which we intend to build here. As we expand in the UAE, we are actively engaging with critical institutions like the @DIFC and @ADGM to ensure Sphere operates with full regulatory clarity from day one. It is clear to us that the UAE has emerged as one of the world’s most serious builders of the future financial system - combining clear regulatory rigor, institutional ambition, and an unmatched ability to scale. Full story on our blog (link below)

@freemanjiangg I have been waiting for this forever thank you

i am procrastinating my exams by visualizing citibike data. blue = ebike grey = classic green = ride started red = ride ended

Alpha is necessarily in the most unexpected places — "if it's any good, everyone will dismiss it" Last week, a foundational brick was laid in driving financial accessibility via the responsible adoption of stablecoins and @sphere in Uganda Proud of @MohitBhalodkar and @theodoroswhite for helping lead what will prove, in time, to be a mission critical step-function for the adoption of this technology

Think Google just copied our @sphere op-ed (yesterday) in the Sleuth nearly word-for-word while announcing Googlechain (today) You are not bullish enough anon

In a world of noise, how do you find signal? Today we’re announcing @theclearingco has raised a $15m seed round led by @fredwilson @usv with support from @HaunVentures @variantfund & more. We’re building the first onchain, permissionless *and* regulated prediction market.

This is a preprint of a paper now under review. We first tried in 2022, but it was too early for the journals. Years later, with better methods, we gave it another go. The key question has been: are the transients real, or plate defects? Well, there seems to be a clear deficit of transients in the Earth’s shadow. If correct, that demonstrates they’re highly reflective objects with flat surfaces (think mirrors, glass...) — and transients are sunlight glints. And it seems there may be a few more of them than we initially thought. @dennis_asberg researchgate.net/publication/39…

many people are saying

1/ Announcing @paywithfellow — a global router for your financial life. Move money instantly between any wallet, bank, or app. Apple Pay to Coinbase, Phantom to your bank — all with immediate settlement via text.

DOE and NASA tightening their partnership. Read between the lines

It is with great sadness to announce that my father, The Hon. Dr. Amb. Harald Malmgren @Halsrethink has passed from us. He was an advisor to many Presidents and global leaders. He had many important accomplishments. At age 27, he successfully prevented General Curtis LeMay and the Joint Chiefs from dropping a nuclear weapon on the Soviet Union during The Cuban Missile Crisis, thus averting a nuclear catastrophe. He also advised @Toyota to start making cars inside the US at a time when everyone else was offshoring. There is more on his life and his wisdom coming. Thanks to @AmericanALCHMY as well, who filmed him before he passed. Thankfully his passing was peaceful. He loved Twitter and asked me to send thanks to all his followers. Harald B Malmgren July 13, 1935 - February 13, 2025.

Harvard National Security Journal (@harvardnsj) publishes a scholarly legal analysis by UAPDF advisor of recent action by Congress regarding UAP. uapdisclosurefund.org/flying-saucers…

In addition to the Crash Retrieval narrative, the recent @NewsNation piece featured the use of Psi and showed the faces of a number of “Psionic Assets”…including my own. 🧵

A new whistleblower claims to not only know about a secret government UFO retrieval program, but says he directly participated in it. NewsNation's @RossCoulthart spoke with Air Force veteran Jake Barber about his claims, which are backed by other military veterans. Barber says he saw an object that was white and egg-shaped. "The reaction by my team, we all knew we were dealing with something extraordinary." Watch the full interview during NewsNation’s TV special: “Hunting UFOs: The Crash Retrieval Whistleblower” on Saturday, Jan. 18 at 8 p.m. ET. More: trib.al/ZMlqrkT #VargasReports

Private equity is funding a private ufo crash retrieval team using the same guys as the legacy program who are going public now. #Skywatcher

@matthew_pines Indeed

It’s gonna be a wild year…

2025!

@joshlitchman @rjvir 👀

@rjvir cc @theodoroswhite

Polymarket has far more signal than reading the news or looking at the stock market