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Aryan from CMT Digital says tokenomics based protocols are now competing with traditional structured products "There's a lot of opportunity. We're investors in the space, so I'd be worried if we didn't think so. But Ethereum and Solana and other ecosystems like Hyperliquid are proving that tokenomics based protocols...

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The Wolf Of All Streets

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29,469 просмотров • 1 день назад •via X (Twitter)

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Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."
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Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."

Patrick OShaughnessy

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Prediction markets have been going absolutely crazy over the last few weeks and I don't see that slowing down Prediction markets are platforms that you can bet on the outcome of future events Think politics, crypto, sports, really anything you could think of We have sites like Polymarket Kalshi MYRIAD & some others that are growing on a day to day basis If you enjoyed this type of content please like and share
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Prediction markets have been going absolutely crazy over the last few weeks and I don't see that slowing down Prediction markets are platforms that you can bet on the outcome of future events Think politics, crypto, sports, really anything you could think of We have sites like Polymarket Kalshi MYRIAD & some others that are growing on a day to day basis If you enjoyed this type of content please like and share

BRODY

15,000 просмотров • 11 месяцев назад

🚨 NOW: President Trump takes huge VICTORY LAP on the success of Space Force — which some Democrats MOCKED Space Force is now vastly improving the accuracy of our weapons on the ground. And we're leading China and Russia, easily 🔥 "I'm very proud of the Space Force because that was a branch that a new one that came up, and we were losing to Russia and to China in space." "Space Force is now leading the other countries, China, Russia, and there is no fourth, really, and leading them by, we saw numbers the other day, leading, we're leading in space by so much it's, we're never going to be caught. So I'm very proud of Space Force!" "I think it's going to be one of our most important as time goes by. A lot of the things that you see, a lot of the accuracy of the weapons is caused because of what we created with Space Force, so we're very proud of that."
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🚨 NOW: President Trump takes huge VICTORY LAP on the success of Space Force — which some Democrats MOCKED Space Force is now vastly improving the accuracy of our weapons on the ground. And we're leading China and Russia, easily 🔥 "I'm very proud of the Space Force because that was a branch that a new one that came up, and we were losing to Russia and to China in space." "Space Force is now leading the other countries, China, Russia, and there is no fourth, really, and leading them by, we saw numbers the other day, leading, we're leading in space by so much it's, we're never going to be caught. So I'm very proud of Space Force!" "I think it's going to be one of our most important as time goes by. A lot of the things that you see, a lot of the accuracy of the weapons is caused because of what we created with Space Force, so we're very proud of that."

Eric Daugherty

15,034 просмотров • 3 месяцев назад

"We have an advantage because we can move faster, we're global. A lot of these companies that have built their businesses around regulatory captured markets...but they're stuck in the way that they do things. So we have an opportunity to disrupt them." -toly 🇺🇸
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"We have an advantage because we can move faster, we're global. A lot of these companies that have built their businesses around regulatory captured markets...but they're stuck in the way that they do things. So we have an opportunity to disrupt them." -toly 🇺🇸

Solana

51,874 просмотров • 3 месяцев назад

Bill DeWitt Jr.: "We do what we think is best for the team, current and future. ... You have big markets that are just going to do what they do, and we're not in a position to compete at that kind of level of payroll. ... There's a time to do it and a time to build." #STLCards
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Bill DeWitt Jr.: "We do what we think is best for the team, current and future. ... You have big markets that are just going to do what they do, and we're not in a position to compete at that kind of level of payroll. ... There's a time to do it and a time to build." #STLCards

Joey Schneider

23,729 просмотров • 1 год назад

"Morpho doesn't manage assets. We're not comparable to Aave. We're infrastructure for asset managers like Aave" Morpho Co-Founder Paul Frambot on why Morpho came out nearly unscathed "Morpho provides a modular stack of isolated lending markets that anyone can deploy. You can have the safest as well as the riskiest products, but they're isolated" "People compare Morpho and Aave and try to put one against the other. But we're not competing with Aave. We're infrastructure for asset managers like Aave. Our builders are the ones competing with Aave" "90% of our volume is stablecoins in terms of active loans. We think stablecoin loans are what's truly going to be the scalable market if we want to unlock real-world lending. That's the only place where we spend our time and energy"
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"Morpho doesn't manage assets. We're not comparable to Aave. We're infrastructure for asset managers like Aave" Morpho Co-Founder Paul Frambot on why Morpho came out nearly unscathed "Morpho provides a modular stack of isolated lending markets that anyone can deploy. You can have the safest as well as the riskiest products, but they're isolated" "People compare Morpho and Aave and try to put one against the other. But we're not competing with Aave. We're infrastructure for asset managers like Aave. Our builders are the ones competing with Aave" "90% of our volume is stablecoins in terms of active loans. We think stablecoin loans are what's truly going to be the scalable market if we want to unlock real-world lending. That's the only place where we spend our time and energy"

Laura Shin

46,124 просмотров • 4 месяцев назад

"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"
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"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"

New York Jets

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Austin Reaves on the Lakers' mindset for Monday's Game 4, with LAL down 0-3 to the Thunder, a deficit no team in NBA history has come back from: "Just come and compete. There's a bunch of guys in the locker room that are competitors. Basically the message after the game was just we're gonna come here Monday and we're gonna get a win. Obviously this situation sucks, but that doesn't give us the license to quit. We gotta come in here and compete. We owe the organization that, we owe each other that, we our fans of that. So we're gonna come here Monday and play as hard as we can."
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Austin Reaves on the Lakers' mindset for Monday's Game 4, with LAL down 0-3 to the Thunder, a deficit no team in NBA history has come back from: "Just come and compete. There's a bunch of guys in the locker room that are competitors. Basically the message after the game was just we're gonna come here Monday and we're gonna get a win. Obviously this situation sucks, but that doesn't give us the license to quit. We gotta come in here and compete. We owe the organization that, we owe each other that, we our fans of that. So we're gonna come here Monday and play as hard as we can."

Khobi Price

112,468 просмотров • 3 месяцев назад

“If we don’t do something now, we are on a dangerous road. A day of reckoning is coming. As a world, we’re going to see it. And we have no excuse. We have no excuse when everything comes to bear and this box is opened and we see inside. We have no excuse as a nation. We have no excuse as a world to look at this and say we didn’t know. We do know… When we start to go in to northern Gaza, we are going to see things that are going to bring the world to their knees. Mark my words, we are going to see human suffering like the world has not seen in a long time. And it’s going to bring us to our knees. And we have an opportunity right now to stop this and to do the right thing. And if we don’t, we are complicit in that. And the world is going to see it. And that day is coming.” — Former GHF contractor Anthony Aguilar on why he is speaking out (via MSNBC, The Weekend Primetime)
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“If we don’t do something now, we are on a dangerous road. A day of reckoning is coming. As a world, we’re going to see it. And we have no excuse. We have no excuse when everything comes to bear and this box is opened and we see inside. We have no excuse as a nation. We have no excuse as a world to look at this and say we didn’t know. We do know… When we start to go in to northern Gaza, we are going to see things that are going to bring the world to their knees. Mark my words, we are going to see human suffering like the world has not seen in a long time. And it’s going to bring us to our knees. And we have an opportunity right now to stop this and to do the right thing. And if we don’t, we are complicit in that. And the world is going to see it. And that day is coming.” — Former GHF contractor Anthony Aguilar on why he is speaking out (via MSNBC, The Weekend Primetime)

Drop Site

218,370 просмотров • 1 год назад

The CEO of McDonald's says that we're now living in "a two-tier economy." " If you're upper income earning over $100,000 things are good, stock markets are near all time highs... What we see with middle and lower income consumers is actually a different story."
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The CEO of McDonald's says that we're now living in "a two-tier economy." " If you're upper income earning over $100,000 things are good, stock markets are near all time highs... What we see with middle and lower income consumers is actually a different story."

unusual_whales

1,998,089 просмотров • 11 месяцев назад

🔥NOW: RFK Jr. tells Dr. Drew how he plans to attack the epidemic of addiction in America: "In the 20-year Vietnam war, we lost 56,000 American kids. So we're losing almost double that every year from this disease. You'd think that the trillion dollars we put into that war and the daily preoccupation on the news, the nightly news coverage for 20 years the presidential elections that were fixated on it, and it's half the number of people that are effected every single year. Our communities are being torn apart. We need to give this the same priority. I'm very reluctant to dictate a government solution. What we found from touring, this is a small fraction of the places we actually visited. I wanted to see every place that's doing this right, and what we found is there's a tremendous diversity of approaches that are working very very well. One thing almost all of them have in common is that they don't have government support. And so I'm very reluctant to get the government involved in a way that is going to micromanage places like this. I want to make the government support them and that may be through land purchases and through those kinds of contracts but I don't want the government to be coming in and micromanaging. I think this has to be run by NGOs and we have to use a lot of different approaches. You know Franklin Roosevelt when he was launching the New Deal said 'We're going to try these programs and we're going try something one thing at a time and if it doesn't work we're going to abandon it and were going to try something else, but were always going to be trying something.' And all I can guarantee, I can't tell you right now that there's one solution or even a multiplicity of solutions but what I can tell you is that in my administration we're going to solve the problem because I'm going to focus on it. And if there are things that are working we're going to create ecosystems in which those kinds of solutions can proliferate.
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🔥NOW: RFK Jr. tells Dr. Drew how he plans to attack the epidemic of addiction in America: "In the 20-year Vietnam war, we lost 56,000 American kids. So we're losing almost double that every year from this disease. You'd think that the trillion dollars we put into that war and the daily preoccupation on the news, the nightly news coverage for 20 years the presidential elections that were fixated on it, and it's half the number of people that are effected every single year. Our communities are being torn apart. We need to give this the same priority. I'm very reluctant to dictate a government solution. What we found from touring, this is a small fraction of the places we actually visited. I wanted to see every place that's doing this right, and what we found is there's a tremendous diversity of approaches that are working very very well. One thing almost all of them have in common is that they don't have government support. And so I'm very reluctant to get the government involved in a way that is going to micromanage places like this. I want to make the government support them and that may be through land purchases and through those kinds of contracts but I don't want the government to be coming in and micromanaging. I think this has to be run by NGOs and we have to use a lot of different approaches. You know Franklin Roosevelt when he was launching the New Deal said 'We're going to try these programs and we're going try something one thing at a time and if it doesn't work we're going to abandon it and were going to try something else, but were always going to be trying something.' And all I can guarantee, I can't tell you right now that there's one solution or even a multiplicity of solutions but what I can tell you is that in my administration we're going to solve the problem because I'm going to focus on it. And if there are things that are working we're going to create ecosystems in which those kinds of solutions can proliferate.

Tayyy

144,322 просмотров • 2 лет назад

"Even though we play romantic characters occasionally, we are absolute knobs. We're so ridiculous with each other and we just have a lot of fun on set." and you can really see that throughout all their years working together 🥹
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"Even though we play romantic characters occasionally, we are absolute knobs. We're so ridiculous with each other and we just have a lot of fun on set." and you can really see that throughout all their years working together 🥹

trish 🪻

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Alloy Therapeutics Founder & CEO Errik B. Anderson believes we will cure every disease that is curable in the next three decades. "We are living in a world where we will cure everything that is curable in the next three decades, maybe even faster than that." "It's really just a question of how fast can we accelerate and give as many people as possible access to these incredible tools." "[During the dot-com boom], there were a lot of the same criticisms that we're hearing in the tech space right now as it relates to biotech. We did see the flow of investment coming in, and many things went bankrupt." "But the things that didn't go bankrupt changed the world, and that exact same thing is happening today and you're going to see an incredible number of winners. The tech space is going to go conquer biology as much as it has in other places."
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Alloy Therapeutics Founder & CEO Errik B. Anderson believes we will cure every disease that is curable in the next three decades. "We are living in a world where we will cure everything that is curable in the next three decades, maybe even faster than that." "It's really just a question of how fast can we accelerate and give as many people as possible access to these incredible tools." "[During the dot-com boom], there were a lot of the same criticisms that we're hearing in the tech space right now as it relates to biotech. We did see the flow of investment coming in, and many things went bankrupt." "But the things that didn't go bankrupt changed the world, and that exact same thing is happening today and you're going to see an incredible number of winners. The tech space is going to go conquer biology as much as it has in other places."

TBPN

13,127 просмотров • 4 месяцев назад

Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."
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Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

Ben Averbook

12,153 просмотров • 10 месяцев назад

Steph Curry says NBA players are underpaid "I think because the way the CBA is structured right now, we can't participate in equity. And that's a big deal because it’s a partnership with ownership, the league and we're on the short term of that revenue" "The idea that we can't participate in equity while we're playing is a part of why I would say yes, we are underpaid because you want to be able to participate in that rise" "I know we're blessed to be in a position where we're playing basketball for a living, and these are the type of checks that people are earning" "Hopefully sooner than later those rules change a little bit so that players can participate more in the upside of team equity. I think we deserve it"
1:32

Steph Curry says NBA players are underpaid "I think because the way the CBA is structured right now, we can't participate in equity. And that's a big deal because it’s a partnership with ownership, the league and we're on the short term of that revenue" "The idea that we can't participate in equity while we're playing is a part of why I would say yes, we are underpaid because you want to be able to participate in that rise" "I know we're blessed to be in a position where we're playing basketball for a living, and these are the type of checks that people are earning" "Hopefully sooner than later those rules change a little bit so that players can participate more in the upside of team equity. I think we deserve it"

dank

2,615,086 просмотров • 3 месяцев назад

#WATCH | Delhi | Arjan Meijer, President and CEO, Embraer, says, "Embraer is very proud to stand here today. We're very, very pleased to sign our MOU with Adani. We see a bright future ahead of us here in India, and we believe the stars are aligning to advance the Make in India initiative. We believe there's a huge opportunity here with regional aircraft... In India, the current outstanding fleet we have today is around 800 units. But if you look at the backlog, we're looking at around 1,700 aircraft for the years ahead. But the regional part of that fleet is very small. So we really believe that, to develop India from within, the country needs a smaller-gauge aircraft to really help drive the country's GDP... The regional segment of jets is completely missing. If you see what the potential is in a country like India... So that's why we believe really that together with Adani we can work together with a goal to build the aircraft here in India, the exact aircraft type to be defined, so we will come back on that, but we are talking up to an assembly line, testing, delivery. We really believe in a partnership with Adani because they're very strong in supply chain, MRO, and pilot training, so we believe that, together, we can develop a very strong aviation ecosystem here in India. And of course, beyond that, we're very interested to work also with the Indian industry for much deeper localisation. We need to build our supply chain, and we believe that here in India, we can also do that with Indian partners ahead of us. So a potential first regional assembly line in India, that's what we're looking at here. We're very bullish about making that happen... But as I said, we want to develop the indigenous market over the years to make this a made-in-India aircraft. And that will allow India to really connect the second-tier and the third-tier cities in India. We know there's a lot of demand from smaller cities wanting to be connected to the bigger aerospace system. This will bring not only regional connectivity, this will bring economic and environmental benefits. It will facilitate business and trade across the country. We are very certain that we will boost tourism across the country and of course for every Indian provide everyday accessibility. So we believe the opportunity ahead of us is huge. And we're proud to be here today to announce the partnership with Adani, and we really look forward to making this a very successful future together here in India."
5:27

#WATCH | Delhi | Arjan Meijer, President and CEO, Embraer, says, "Embraer is very proud to stand here today. We're very, very pleased to sign our MOU with Adani. We see a bright future ahead of us here in India, and we believe the stars are aligning to advance the Make in India initiative. We believe there's a huge opportunity here with regional aircraft... In India, the current outstanding fleet we have today is around 800 units. But if you look at the backlog, we're looking at around 1,700 aircraft for the years ahead. But the regional part of that fleet is very small. So we really believe that, to develop India from within, the country needs a smaller-gauge aircraft to really help drive the country's GDP... The regional segment of jets is completely missing. If you see what the potential is in a country like India... So that's why we believe really that together with Adani we can work together with a goal to build the aircraft here in India, the exact aircraft type to be defined, so we will come back on that, but we are talking up to an assembly line, testing, delivery. We really believe in a partnership with Adani because they're very strong in supply chain, MRO, and pilot training, so we believe that, together, we can develop a very strong aviation ecosystem here in India. And of course, beyond that, we're very interested to work also with the Indian industry for much deeper localisation. We need to build our supply chain, and we believe that here in India, we can also do that with Indian partners ahead of us. So a potential first regional assembly line in India, that's what we're looking at here. We're very bullish about making that happen... But as I said, we want to develop the indigenous market over the years to make this a made-in-India aircraft. And that will allow India to really connect the second-tier and the third-tier cities in India. We know there's a lot of demand from smaller cities wanting to be connected to the bigger aerospace system. This will bring not only regional connectivity, this will bring economic and environmental benefits. It will facilitate business and trade across the country. We are very certain that we will boost tourism across the country and of course for every Indian provide everyday accessibility. So we believe the opportunity ahead of us is huge. And we're proud to be here today to announce the partnership with Adani, and we really look forward to making this a very successful future together here in India."

ANI

29,079 просмотров • 7 месяцев назад

"despite having some interviews, or perfomances with a missing member, what's important that at the end of the day we'll still be 6 as katseye moving forward, and through all of this. and when we have these things we have a lot of commitment to the fans to show up, and so it's really important for all 6 of us to give something back to the fans no matter what it is, just to keep showing up for them, and always acknowledging the fact that we'll have somebody missing, but doesn't change the fact that we're still 6 as katseye, it's FOREVER gonna be that way, and so every time we see somebody say like "oh they're 5 they're gonna kick this person out" or like there's like beef, like no, like what daniela said we're prioritizing our health, and if we need recovery we're gonna take that time because all 6 of us are in this for the long run"
0:44

"despite having some interviews, or perfomances with a missing member, what's important that at the end of the day we'll still be 6 as katseye moving forward, and through all of this. and when we have these things we have a lot of commitment to the fans to show up, and so it's really important for all 6 of us to give something back to the fans no matter what it is, just to keep showing up for them, and always acknowledging the fact that we'll have somebody missing, but doesn't change the fact that we're still 6 as katseye, it's FOREVER gonna be that way, and so every time we see somebody say like "oh they're 5 they're gonna kick this person out" or like there's like beef, like no, like what daniela said we're prioritizing our health, and if we need recovery we're gonna take that time because all 6 of us are in this for the long run"

daily sophia

37,049 просмотров • 6 месяцев назад

Lara talks about the misconceptions and assumptions people have about them: “I think a big misconception is that artists or just people in the public are bulletproof. [..] We are so young and have kind of grown up with these speculations or so many eyes on us. And while it's something that we're so grateful for [..] People get to see our personality, but it’s not the full story, if that makes sense. [..] A lot of things get edited and people make false narratives. [..] There’s zero fact checking.”
1:14

Lara talks about the misconceptions and assumptions people have about them: “I think a big misconception is that artists or just people in the public are bulletproof. [..] We are so young and have kind of grown up with these speculations or so many eyes on us. And while it's something that we're so grateful for [..] People get to see our personality, but it’s not the full story, if that makes sense. [..] A lot of things get edited and people make false narratives. [..] There’s zero fact checking.”

✄

46,665 просмотров • 4 дней назад

Joseph Chalom on when Ethereum will start triggering the burn again "At some point, the transaction volumes coming on Ethereum are going to be many, many multiples of what we see today. Right now there's a lot of blockspace, we're not triggering the burn. But when you start seeing stablecoin growth like we expect, and tokenization, that changes" "There's only $31 billion of tokenized real world assets. The estimates, whether it's BCG or Citigroup or B. Riley, is that it's going to be measured in the trillions. DeFi has had a hiccup from a security perspective, but wait until RWAs join Bitcoin and ETH in borrowing and lending markets. You're gonna see massive transaction volume, and that's even before we get to agentic" "This stuff is compounding. If stablecoins, tokenized real world assets, and DeFi are largely happening on Ethereum, this is gonna be a righteous circle, and more and more share of transactions are gonna happen on Ethereum. At some point, we'll start triggering the burn"
1:04

Joseph Chalom on when Ethereum will start triggering the burn again "At some point, the transaction volumes coming on Ethereum are going to be many, many multiples of what we see today. Right now there's a lot of blockspace, we're not triggering the burn. But when you start seeing stablecoin growth like we expect, and tokenization, that changes" "There's only $31 billion of tokenized real world assets. The estimates, whether it's BCG or Citigroup or B. Riley, is that it's going to be measured in the trillions. DeFi has had a hiccup from a security perspective, but wait until RWAs join Bitcoin and ETH in borrowing and lending markets. You're gonna see massive transaction volume, and that's even before we get to agentic" "This stuff is compounding. If stablecoins, tokenized real world assets, and DeFi are largely happening on Ethereum, this is gonna be a righteous circle, and more and more share of transactions are gonna happen on Ethereum. At some point, we'll start triggering the burn"

Laura Shin

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