Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Almost three and a half years ago we started Kintsu with a pretty simple belief: moving finance onchain shouldn’t mean giving up privacy. Your brokerage account isn’t public today. There’s no reason it should become public just because stocks, treasuries, and other assets become programmable smart contracts. We started...

15,074 görüntüleme • 6 gün önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

OnRe turns one today. One year ago, OnRe was founded with a clear belief: the future of reinsurance capital would not stay offline forever. Today, that belief has grown into: • $178M+ AUM • 6,200 ONyc holders • $17.28M in gross written premium • $16.83M in yield distributed to ONyc holders • $250M+ total assets deployed across OnRe DeFi Markets • $100M+ of capital deployed into uncorrelated reinsurance opportunities Reinsurance is one of the world’s largest and most resilient yield markets, yet access remained limited to institutions and incumbent balance sheets. Meanwhile, onchain capital expanded rapidly in search of sustainable sources of real-world yield. The disconnect was clear: insurance needed new forms of capital, and digital asset markets needed more substance. So we built OnRe to connect them. A licensed collateralized reinsurer and onchain asset manager bringing reinsurance premiums onchain through ONyc, a Solana-native yield asset backed by real underwriting activity. Over the last year, ONyc integrated into Solana DeFi through Kamino, Loopscale, Exponent, Elemental ⬡, and others, helping bring institutional-grade yield into lending markets, vaults, and liquidity infrastructure. But the most important thing we built this year was conviction. Conviction that reinsurance can become programmable, transparent, and composable infrastructure for internet capital markets. To our team, partners, investors, users, and community: thank you for believing in this vision. We’re just getting started.

OnRe

101,198 görüntüleme • 3 ay önce

My conversation with Rob Hadick >|<. As General Partner at Dragonfly, Rob has one of the clearest views on how blockchain is evolving from speculative crypto into the actual infrastructure of global capital markets. In this episode we dig into why finance, payments, asset issuance, and markets are the only parts of crypto that are truly scaling and how the industry is quietly becoming TradFi’s onchain upgrade. We spend a lot of time mapping traditional capital markets primitives directly onto blockchain rails and examining where value is actually going to accrue as tokenization, stablecoins, and onchain trading mature. At the center of the conversation is the belief that blockchain is no longer building a parallel financial system it is becoming the settlement, issuance, and trading layer for the existing one, while crypto itself settles into a more mature “capital markets +” phase focused on real assets, institutional flows, and sustainable business models. We discuss: - The current state of crypto as capital markets infrastructure and the decline of pure speculative narratives - Why finance, payments, and tokenization are winning while most other crypto applications struggle - The architectural parallel between traditional capital markets and on-chain systems - Tokenized assets = Securities - Stablecoins = Cash / settlement - DEXs & on-chain venues = Exchanges - Prediction markets = Information markets - Why institutions are moving on-chain and what they actually want (control, privacy, segregated markets) - Token vs equity: where value accrues in a non-Clarity Act world - The mass extinction event in crypto VC and why Dragonfly is doubling down on financial infrastructure - Stablecoins, RWAs, and the real path to “tokenization of everything” - Prediction markets (and why Polymarket matters) as the next interface layer - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of Crypto as Capital Markets 2:00 – Why Speculative Narratives Are Fading 7:00 – Finance, Payments & Tokenization as the Only Scaling Verticals 12:00 – Institutional Adoption & What Wall Street Actually Wants 18:00 – Token vs Equity Value Accrual 25:00 – Blockchain as the New Settlement & Issuance Layer 35:00 – Prediction Markets, Information & the Next Interface 45:00 – Crypto VC Consolidation & Dragonfly’s Thesis 55:00 – Real-World Assets, Stablecoins & On-Chain Markets 1:05:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

45,906 görüntüleme • 14 gün önce

Full story with Armani Ferrante on 24/7 US equities for international investors. What is Backpack? Bona fide security entitlements. Stablecoins. US capital markets. 00:34 What is Backpack? Your neobrokerage. Your money. Your exchange. “Backpack is a globally regulated financial institution for the future of money. And right now, we are in the early innings of this incredible transformation of global finance all around the world.” 01:47 24/7 trading with a bona fide security entitlement 24/7 trading began in crypto. But not all tokenized stocks represent the same asset or come with the same legal rights. “If you take a look at what the tokenized stock issuers are doing today... these properties might be different legal rights. They might be cash settled. And so they might be more akin to something like a CFD rather than an actual security entitlement.” “What we're doing is really for the first time opening up 24/7 trading for a genuine bona fide security entitlement.” “Markets will close on Friday in the US. And over the weekend, Saturday and Sunday, people through the Backpack brokerage will continue to trade and they'll get the exact same asset that you would expect from your neighborhood brokerage account.” 03:47 The world building on US capital markets “Jensen Huang from NVIDIA, he loves to say that the world needs to build on the American tech stack. But we don't talk enough about the world building on the US capital market. And that's really the thing that's happening with crypto right now.” 04:07 Stablecoins first. Tokenized equities next. “Maybe from a domestic point of view, a stablecoin is a story about efficiency, a story about upgrading the existing financial system. But when you look internationally, it's a very different story. It's a story about access. It's a story about the entire world wanting access to US dollars, even if they don't have access to local USD banking rails.” Circle and Tether have grown into major holders of US Treasuries. Backpack is bringing that same global access to tokenized US equities on Solana. “In the exact same way that US dollars have really been exported to the entire world and proliferated through the form factor of a stablecoin, we fully expect tokenization of US equities to have the exact same effect, but for publicly traded companies in the US all around the world.”

Backpack 🎒

51,476 görüntüleme • 1 ay önce

Robinhood CEO: “Tokenization is like a freight train. It can’t be stopped and will eventually eat the entire financial system” Vlad Tenev finds stablecoins to be a useful analogy to explain the benefits of tokenizing real world assets like equities and real estate: “For stablecoins in the US, we talk about it as the best way to get exposure to US assets, and it will further what’s called ‘US dollar dominance’ abroad . . . we’re making it the default way to get access to dollars in the digital realm. That’s why stablecoins have been such a priority in the US, and if you do own a dollar stablecoin, it’s sort of like the most basic tokenized assets.” “In the same way that stablecoins are a bucket of dollars that you mint and burn tokens against, you can do that with stocks, real estate and other real world assets, private stocks . . . And I think it will become the default way to get exposure to US stocks outside the US. I think that’s what makes it so exciting.” This is why Robinhood announced in June 2025 at ETH cc that it would be moving into tokenizing stocks on Ethereum and building its own Ethereum L2: “Both [private and public equity] we’ve demonstrated. In the case of stocks, it’s live right now in the EU. So the only complexity remaining is making sure you have the appropriate licensure and the regulatory clarity in many jurisdictions, but I think that will come. It started in Europe, but it will expand to the rest of the world. Unfortunately, but realistically . . . the US will probably be among the last economies to fully tokenize. But I think it’s inevitable in the US as well.” Source: TOKEN2049 (Oct 2025)

Etherealize

60,933 görüntüleme • 1 ay önce

Two years ago, we started with a simple question. What will it take to simplify the integration of blockchain primitives with global financial rails? Today we’re launching LI.​FI Intents to help make that possible for every business in the world. A product we know this industry needs, a product we’ve built to solve some of the biggest challenges global fintechs face as they move into digital assets, a product we believe companies don’t need tomorrow, or even today, they needed it yesterday. How do we enable stablecoin payments? How do we unlock access to real-world assets for our users? How do we ensure we only touch compliant liquidity across blockchains? These are some of the biggest questions leadership teams across fintech are asking themselves right now. They’re the same questions we asked ourselves. And we knew they had to be solved. LI.​FI Intents is our answer. Every touchpoint of the stack is modular. The entire product is fully customizable to fit ANY business need. From the order type, to who the market maker can be, to how the transaction will be settled on blockchains, to which service providers your business trusts - everything can be shaped around how you want your product to work. As a builder myself, this is the kind of flexibility and abstraction I’ve been looking for in this industry ever since we started LI.​FI 5 years ago. And I’m incredibly proud that the LI.​FI team is delivering it. LI.​FI Intents is built to make crypto products easier to launch for businesses that want to move onchain, but have been slowed down by the complexity of it all. The enterprise stack for onchain finance. For all intents and purposes.

Philipp Zentner | LI.FI

16,632 görüntüleme • 3 ay önce

Mew : To be honest, from the very beginning, we never actually set a wedding date. So I’m not even sure if “postponed” is the right word, since there was never a date to begin with. We’re pretty chill about it. We feel that a wedding is an important occasion, so we want to have it when we’re truly ready. It’s not just about the two of us, it's also an event that brings everyone together, so we want it to be a moment where everyone is happy together. 🗣️: Some venues need to be booked years in advance. Shouldn’t you reserve one first? Mew : We haven’t even locked in a wedding date or consulted a fortune teller yet 😂 Tul : I have one requirement. I’d like to get married during the cool season and have an outdoor wedding with a nice breeze. So I’m thinking either late in the year or early the following year. Mew : That’s going to be difficult though. We probably only get cool weather for about three days 😂 Tul : You never know. Mew : We’ll have to leave it up to luck too. 🗣️: So there’s no problem between you two? Mew : None at all. Honestly, there aren’t any issues. Since we never set a wedding date in the first place, we haven’t really been focusing on the wedding. Building our house takes a lot of time and a lot of ….. too, so that’s what we want to focus on first. Tul : But that day (when Mew gave the interview), a lot of people read too much into what he said. What he actually meant was that we haven’t prepared anything yet, so we’ll just push it back for now. There’s no problem between us at all. We’re together all the time.

💞

97,338 görüntüleme • 1 ay önce

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

Etherealize

126,049 görüntüleme • 3 ay önce