CriptoPoeta 👻

@0xrachelita would love for you to try what I am cooking for the hackathon 🥃🚬 beta feedback appreciated

Been watching what builders are doing at the agentic economy hackathon and honestly some of these use cases weren't on our radar at all Nanopayment insurance? Pay-per-query AI? This is what happens when you ship infra and get out of the way

@USDC Circle keeps shipping at hyperspeed

Introducing the USDC Bridge. A direct way to move USDC crosschain. Built and operated by Circle, USDC Bridge gives you a predictable, transparent way to move USDC between chains: → Native burn-and-mint transfers → Clear fees upfront, with live status and progress → No route selection. No bridge complexity. → Destination gas handled automatically Move USDC. That’s it. bridge.usdc.com

thank you 🙏 funny thing — I stumbled into the @circle stack at a hackathon completely by accident. that moment shifted everything. been quietly admiring every announcement since — always groundbreaking, always compounding. now watching it translate into an actual chain feels like the pandora's box I found back then finally opening up to the whole ecosystem. so glad that accident happened. more coming 👻

A huge shoutout and immensely grateful to have you building with us @criptopoeta Thank you for sharing your learnings and we will make sure to provide you the support you need!

@samconnerone @BuFi_Global means a lot Sam, thank you 🙏 back to the trenches 👻

Posted to Arc House! @criptopoeta, aka Tomás (Tier 2 Architect), just dropped a deep, unfiltered look at how @BuFi_Global is rebuilding global payroll infrastructure Sharing insights from his work. The messy middle. The constraints. All in all, a great read. Thank you Tomás

3am. payroll cron fires. 30 contractors. 11 countries. one entity secret holding everything. that was us. we stopped shipping and started over. here's what we built — and why @arc changes everything 👇 community.arc.network/home/forum/boa…

@arc Tell me more

Building capital markets infrastructure today means stitching together clearing, custody, reconciliation, and compliance across multiple disjointed systems. On Arc, developers can: → Execute atomic DvP in a single transaction → Settle with deterministic finality in seconds → Embed compliance controls directly in asset logic → Automate distributions, redemptions, and margin flows → Manage stablecoin-native collateral onchain Arc turns post-trade complexity into programmable infrastructure. Building rails for capital markets applications designed for 24/7 real-time settlement.

@forallcurious SOMA

🚨: Scientists engineer tobacco plant to produce 5 psychedelic compounds in medical breakthrough DMT, Psilocybin, Psilocin, 5‑MeO‑DMT & Bufotenin. Five psychedelics, one plant.

@corey__cooper This is beyond exciting - USDC transfers. Bitcoin rewards. Same transaction? One day one day one day.

Devs will be able to move cirBTC crosschain from Ethereum to Arc on Day 1. Being able to transfer Bitcoin crosschain like USDC is going to be BIG for the modernization of finance.

@santiagoroel Can inversion be a vehicle for activist investment into larger scale plays like this one?

I started looking at Western Union because I thought stablecoins would kill it. Then I realized WU is better positioned than almost anyone to leverage them. Brand, distribution, 200+ countries, $923M in EBITDA. The key risk was management. They had been skeptical of stablecoins. I placed the bet in November. Since then WU has not only outperformed Solana but the broader market: WU +2.14% / SPX -6.76% / Nasdaq -11.66% / SOL -56.15% WU is a $2.8B market cap business trading at 6x earnings with a 10% dividend yield. Remitly trades at 50x on a 2.3% operating margin. Wise at 23x. The discount exists because WU revenue is declining 3.8% while both are growing 25%+. I am not fighting that. But at 6x earnings you are paying for zero recovery, zero tech adoption, zero optionality. That is the margin of safety. I was at the @blockworksDAS this week. The WU CEO was on the same stage. Very different energy from the one I had been following. Clear on the stablecoin strategy, talking about flipping negative float into positive float. They have since announced USDPT, their own stablecoin on Solana. For a 175-year-old company to go from skepticism to launching on Solana in under a year is a meaningful shift. Of course, there is plenty of execution risk. The bear case was always that they would not act. They are acting - and that alone warrants a repricing. The math I ran back in November when I placed the bet was: lose ~20-30%, cushioned by $500M in net income and a 10% dividend. Re-rate to Wise multiples and it is 4 to 5x. I am not betting on convergence. I am betting the market prices zero probability of it, and I will get paid for getting a free option. WU is part of a broader thesis that led me to start @inversion_cap: acquiring businesses with distribution at attractive prices. There is a lot of embedded optionality in those businesses. Not all will act in time. Some will die. But the ones that do will meaningfully outperform, and those gains will more than outweigh the losses. You reduce that risk meaningfully when you control that business. The greatest beneficiaries of cost-reducing technology like AI and crypto are not the startups building it. They are the incumbents with distribution that adopt it. WU is one of many. Full piece on Substack: open.substack.com/pub/obviously/… @HadickM double or nothing? Market settles November 1, 2026. DISCL: Long WU. Long SOL. NFA.

Can’t wait for @arc to launch

@brunoclz Pode vender isso para o Palantir e eles vão re-vender para o gov br por bilhões

Então, aparentemente se você conectar todas as bases de dados abertas do Brasil, da para detectar corrupção com base no CPF de políticos Construí um negócio e não sei o que fazer com isso, não tô querendo ir de vala

@samconnerone @akelani Cool stuff added to a repo for vuying more ai credits on demand

Our Director of Ecosystem Growth, @akelani, shared Arc Commerce, our new open source sample app release!! Devs head over to our hub, pull the GitHub repo and share your experience 🫡 community.arc.network/home/forum/boa…

@samconnerone Count me in!

Great tutorial. I can clearly see the next phase of business run entirely by agent “employees” in an onchain economy with always-on money. These are the conversations I want to be having now. I’m looking to bring together a small, group and start regular roundtables to explore this seriously.

@CoinMarketCap crypto > banks

LATEST: ⚡ Circle CEO Jeremy Allaire projects 40% annual stablecoin growth as banks shift from testing to live deployment, saying virtually every major global bank is discussing USDC integration.

@gizmothegizzer @Stablecoin @BuFi_Global launching asap 👻

Stablecoin orchestration for treasury management cross-chain, cross stablecoin There still isn't a good solution for fintechs who want to adopt stablecoins to manage their treasury. @Stablecoin is tackling this but with limited stable support. Currently the only solutions are to build in-house and source liquidity via market makers or exchanges yourself. Who else is building this?

Proud to be building alongside the best in onchain finance. @BuFi_Global: making stablecoins work for the present and future of work, not just businesses.

@vladasanadev @FS_Build @0xNodMe @dev3pack @_SDAV Kudos!

born to deploy forced to lock in @FS_Build thrilled to share this new stage for @0xNodMe me and the community thanks for the spark @dev3pack @_SDAV

Looking back upon the Acelera program from @odisealabs - Time well spent! Watch a small recap here

A zero-to-one, equity-free virtual program with real founder/operator insights — no fluff. The mentorship, investor access & tactical workshops helped me sharpen and accelerate @BuFi_Global. If you’re a early-stage founder, Cohort 4 apps are open. Don’t miss the @FS_build community led by @Laura10mg that will challenge, support & open doors for you every step of the way. 🗓️ Apply by Dec 8: forms.gle/HQS5oaAV8rpNs7… 🔗 Info: founderschool.build

@odisealabs @BuFi_Global What a nerd

The future of work is global, but global teams are still running on Excel sheets, wallets, bank tabs, freelancers, accountants, and chaos. @BuFi_Global is building what remote operators have been waiting for: A financial operating system for global work. 👻 One workspace. Customizable like Notion. Powered by stablecoins, AI, invoicing, cross-border payments, virtual accounts, multi-language support and automations that replace 10 tools at once. Many companies today are losing $6K–$12K simply because financial coordination breaks at scale. Ten employees across borders, thirty clients, two bank accounts, three sheets, multiple exchanges, we’ve all seen this nightmare. BUFI turns that mess into a single dashboard. Drag-and-drop ERP blocks. Invoicing + cards + compliance built-in. A global AI assistant that speaks 12 languages. Web, mobile, and even WhatsApp (where LATAM actually works). With 5 design partner agencies and a projected network of thousands of users at launch, BUFI sits at the intersection of $40–$65T in cross-border financial flows. Not an ERP for yesterday. An ERP for remote, crypto-native, multi-currency global teams.