Dan Weiskopf

Wondering what “Structure Matters” means? Here goes…read on etfthinktank.tidalfinancialgroup.com/2021/09/15/few… #Management #Compensation #Religion #Marketing #Fintech #Innovation #Technology #Blockchain #Bitcoin #finance #currency #markets #entrepeneurship #restaurants #future #fire #retirement #planning #ETFs #Tokenization

Thanks for the clarity! Next step Congress should move forward with the Clarity Act, but this kind of framework ahead of time is helpful. In addition, as a hedge, business operators have a framework to do the right thing. Yes, Congress makes the law but this path forward arguably sets the tone for enforcement.

1/ Two days ago the SEC and CFTC dropped a 68-page document. It's the biggest shift in crypto regulation in the history of this industry. I’ll save you some reading. Here’s what it actually said.

Great interview in @crowdfundinside with our partners at North Capital on a key issue in tokenized markets: Tokenization ≠ liquidity. Private markets remain fragmented across isolated platforms and trading venues. That’s why @tZERO and @norcap are launching Agora – a network designed to connect regulated ATS marketplaces and unlock liquidity across private securities markets. Infrastructure matters. Read the interview: crowdfundinsider.com/2026/03/266385…

JUST IN: North Carolina introduces bill for a Strategic Bitcoin Reserve 🇺🇸 Today, it already passed the first reading 👏

Figure Forge is here 🛠️ @Figure has developed a new layer to standardize loans & other real-world assets on-chain: by turning them into participatory tokens built for DeFi, and usable in Democratized Prime. ▸ Agora Data auto loans as the first external assets ▸ Liquidity support via AMM on Provenance Blockchain ▸ New yield options and DP pools This is how RWAs become more usable than ever.

Crypto markets—and the millions of Americans who participate in them—deserve long-overdue clarity. Under President @realDonaldTrump's leadership, we are well on our way. My latest in @CoinDesk with SEC Commissioners @HesterPeirce and Mark Uyeda ⬇️ ow.ly/5z2050YwxI5

@LynAldenContact You have such an active mind. Is this movie opportunity ?

For those who like comparisons, "Mistborn meets Bladerunner" is how I sometimes pitch my novel. This reviewer seems to have seen it similarly:

@CoinMarketCap Why do robots have to look so clunk and metal like?

LATEST: ⚡ Visa Crypto Labs has launched a command line tool that lets AI agents make card payments directly with the interface.

@NateGeraci Glad you have come around to my thinking!

Tokenization will be as disruptive to asset management as ETFs were to mutual funds… Will basically be adapt or die a slow death.

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. It is time to EXPOSE IT ALL and end America's fraud crisis.

Nick Shirley deserves a medal 🏅

🚨 SEC CHAIR: ALL FINANCIAL MARKETS ARE MOVING ON-CHAIN “It’s real. It’s happening now.” Equities. Bonds. Payments. Settlement. 🔹 AI agents 🔹 Stablecoins 🔹 Tokenization The transition has started. $ETH $BMNR

HUGE! SEC Declares most Crypto Assets are Not Securities! SEC Chair Paul Atkins announced yesterday that the SEC has created a token taxonomy stating that most crypto assets are not securities. #crypto #sec #cftc

🚨BREAKING: Sen. Lummis Says “WE ARE GOING TO PASS THE CLARITY ACT IN APRIL” 🤯🔥 During the DC Blockchain Summit, Senator @SenLummis gave a major update on the CLARITY Act. 🇺🇸 The bill is now heading for an APRIL markup in the Senate Banking Committee. 👀 “We’re going to mark it up in April. We’re going to mark it up after the Easter recess.” 😳 CLARITY ACT IS OFFICIALLY GETTING PASSED🤑🚀

@RepBryanSteil Thank you for being Honorable!!! Fair is fair!!

GREAT NEWS: Committee passed our bill to ensure Members of Congress don't receive their pay while DHS is shutdown and TSAs not paid! 🎥⬇️

🚨 SEC CHAIR PAUL ATKINS: “THE CONFUSION IS OVER” The SEC just defined what is NOT a security: 🔹 Digital commodities 🔹 Digital collectibles 🔹 Digital tools 🔹 Payment stablecoins (GENIUS Act) Only one category remains: tokenized securities. Everything else just moved outside SEC jurisdiction. The biggest risk in crypto just got removed. Institutions were waiting on one thing: CLARITY Now they have it. Stablecoins are officially being treated as payment infrastructure. That system already runs on Ethereum. Capital moves next. $ETH

🚨 MICROSOFT ABOUT TO SUE OPENAI & AMAZON >be microsoft >invest $1B in openai >gets exclusive azure cloud deal >invest another $10B+ >gets rights to 49% of profits +IP >Azure goes brrrrrr >Altman lies to board, quietly launches ChatGPT >board fires him for being a lying manipulative snake >Satya goes to war for Altman. saves his entire career >Altman retvrns in 5 days >immediately purges everyone who purged him >full control. no oversight. thanks Satya! >fast forward to 2025 >OpenAI restructures from non-profit to PBC >MSFT $13.8B is now worth $135B. 10x return >plus 27% of OpenAI >but gives up cloud exclusivity + profit share >KEEPS API clause >all API calls contractually MUST route through Azure >Satya thinks life is good lol >5 months later >Sam Altman becomes strong enough to betray you >"raises $110B round" >doesn't need satya daddy's money anymore >announces $50B deal with AMAZON >$138B in AWS cloud commitments >amazon and openai claim they built some cope called a "Stateful Runtime Environment" >Microsoft lawyers hmmm >Altman: it's not what it looks like. i can totally explain >so it's technically not an API call because it's "stateful" >and it's a... "Runtime Experience" >totally di!erent thing >pls ignore the TCP packets lol >Microsoft engineers look at the SRE architecture >"THIS IS NOT TECHNICALLY POSSIBLE without violating the contract." *Satya finds out he's been cucked* Microsoft exec literally tells FT: "We know our contract. We will sue them if they breach it." >AWS quietly gives employees a memo on which words are legally safe lmao >can say: "powered by" or "enabled by" or "integrates with" OpenAI >cannot say: "enables access to" or "calls on" ChatGPT >also cannot suggest frontier models are "available on AWS" Microsoft: "If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." Scam Altman strikes AGAIN.

JUST IN: $5 TRILLION NVIDIA CEO JENSEN HUANG OFFICIALLY ANNOUNCES PARTNERSHIP WITH STARTUP MINING #BITCOIN IN OUTER SPACE HARNESSING INTERSTELLAR RADIATION TO MINE HARD MONEY THIS IS ABSOLUTELY WILD 🔥

🇺🇸 TODAY: Senator Tim Scott says he expects the first stablecoin yield compromise proposal to land on his desk before the end of this week.

@LucaProsperi @stripe A necessary pivot, but it will be interesting how analyst digest the near term dilution. Do you know who they out bid? I had hoped for an IPO, but they got a better price.

Mastercard just paid $1.8B for BVNK — estimated 45x revenue. The largest stablecoin acquisition in history. I don't care about the pricing personally. I care about what this means. Following @stripe 's acquisition of Bridge a little over a year ago, this is the second major acquisition NOT of a stablecoin issuer, but of a so-called orchestrator. A company that moves tokens, not one that manufactures them. That pattern is the signal. I have argued for years that stablecoins (terrible name) are pieces of infrastructure, not payment products. Infrastructure — the kind that rewires how money is created, moved, and settled at the system level. BVNK's infrastructure focuses on the translation layer between legacy finance / fiat and on-chain rails: $30B in volume, 25+ licenses, 370+ enterprise clients. It's in this messy, fragmented connector layer that vast yet dispersed profit centers exist. And you know — your margin is somebody else's opportunity. Analysts have been looking at revenue and revenue multiples for this transaction, but I think this is misleading. True, BVNK's blended take rate on the flows they intermediate is c. 13 bps. But that number hides three very different businesses. FX-premium corridors (NGN, ARS, KES) at 50-150 bps, dollar-to-dollar on/off-ramp at 5-15 bps, stable-to-stable orchestration at 1-5 bps. The reason why the revenue multiple is irrelevant is that most probably the business footprint will change dramatically over the next few years, with new players eating into the lucrative FX weekend premium in EMs, and more volume moving into the on-chain-to-on-chain corridor where a multitude of different tokens, applications, and computing/ consensus environments will emerge. More environments means more connectors. Mastercard processes $9T+ a year. If even 5% of those volumes migrates to novel rails this decade — and it will — they need to own that pipe or get routed through someone else's. At least part of the $1.8B is (cheap) insurance against irrelevance in the fastest-growing settlement layer in finance. Digital value settlement is no longer the purview of crypto-native niche projects. First came the two major issuers @tether and @circle building their own messaging and acceptance networks, then the mobile checkout giants, now the card networks. Alongside those a new crop of digital money infrastructure company like BVNK, Bridge (focusing on fiat translation), @raincards (building around core card competences), @LayerZero_Core (extending their reach from messaging products), and @m0 (starting from on-chain issuance expertise). It's all part of the same thing: efficient value representation and value movement. Every year, a new piece of the puzzle gets connected. Fiat-to-fiat, crypto-to-card, blockchain-to-blockchain. The money creation and money movement layers are blurring. Next comes money programmability. Then the application layer. The financial stack has been rewritten under our eyes. Congrats to @jessehs, the BVNK team, and @Mastercard.