Nathan Howard

Love everything @EICquarterly is doing and was thrilled to contribute an article. Ethereum has inspired a multidisciplinary movement to shape how money and the internet will look in future iterations and the community around it is so inspiring.

@TheStalwart The picnic plummet.

Restaurant and bar spending down 0.4% in the month

@MisterMadila Other than California, these state-level economies probably aren’t worth isolating like that for an indicator like Sahm. If it were a cluster like Northeast or the Midwest then could mean something. California a proxy for some industries (just-ended Hollywood strikes maybe?)

Sahm rule triggered in: Arizona Calfiornia Dist of Columbia Idaho New Jersey Wisconsin US peps anything to read into this?

@dcinvestor Blows my mind how little attention Xi’s visit and subsequent speeches got. The geopolitical ramifications outweigh both ongoing wars.

you ever wonder what is going with the rest of the news when one thing thing 75% dominates coverage for months at a time? like a new war which they want to use to socially divide us globally, even though we live thousands of miles away? what's not being covered right now?

We think value-focused blockchain applications will win. The industry needs to think beyond "blockchains are simply better." How are they better? What can they improve? Once we're focused on those questions, I think we're in a better spot than chasing narratives. End/

Are we missing any large category of value outside of these three? We think RWAs need to start finding different ways to unlock the value of transacting on blockchains. What market sectors can benefit from added transparency? Where's the lowest hanging fruit for efficiency? 8/

In @SwitchpointStra’s view, there are three major factors driving RWA adoption right now: 1. Emerging Market Credit Cost Efficiency 2. Interest Rate Arbitrage 3. Supporting Stablecoin Demand However, they all seem to have reached plateaus for driving growth of the industry. 1/

@indexcoop @EFDevconnect @DevOnDeFi1 Wild that there’s a whole conference dedicated to connecting with @DevOnDeFi1

Are you going to @EFDevconnect next week? Connect with @DevOnDeFi1 🤝

1/ #Tokenization is one of the most talked about themes in crypto in 2023, yet traction has been a mixed bag. How do #RWA projects gain more adoption? There is an emerging blueprint. 🧵 medium.com/p/27646777fa85

A little dated given the recent news but still think $FIDU is interesting to watch for the space. The idea of a shared senior pool is still an interesting approach regardless of credit issues.

This was a really interesting listen and will be a useful resource going forward for staying on top of crypto and credit. @syrupsid and @qthomp did a great job of hitting relevant news items quickly. Think biweekly is the right cadence for now.

@DarkForestCap @Crypto_Texan @coingecko Once you start tweeting monthlyish, the algo buries you.

@Crypto_Texan @coingecko Tough crowd out here, I thought this was a banger

Anyone else notice @coingecko always seems to display the AVAX triangle the wrong way around

@MisterKeegan Securitized billions in consumer loans with paper as an exception rather than the rule so…not sure this is accurate or what the highlight accomplishes. Motion…challenged?

Motion to replace "RWA" (Real World Asset) with "PA" (Paper Asset). This highlights the fact that we are literally talking about pieces of paper.

@frogmonkee Would also move to ban “democratize.” You’re not democratizing anything with a consumer product. And even if you were, it’s probably something that shouldn’t be democratized.

Product marketing maxims: - Never say users - Never say experience - It's not seamless, shut up.