matthew_sigel
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🚨 Zelle and top U.S. banks including JPM, CITI, WFC & BAC considering a consortium stablecoin to ‘fend off’ rising competition from crypto-native firms: WSJ
Looking forward to interviewing the COO of the best-performing crypto equity of 2025, DFDV +4,300% to $430M market cap, at Solana Accelerate tomorrow.
Come check it out 🤝
Come check it out 🤝
Five of the top 10 pre-market UP movers today are balance sheet crypto plays:
ASST +38%
KDLY +25%
DFDV +27%
NXTT +15%
BTCS +10%
ASST +38%
KDLY +25%
DFDV +27%
NXTT +15%
BTCS +10%
Look at Shopify's Shop Pay taking market share quickly in peer-to-peer digital wallets
Open AI, Softbank CEOs Outline Their $500B Stargate Plan: Business Week
Interesting: "Each project will be financed individually with a mix of equity and debt," according to Masa.
Personally, I think that increases the probability that a Bitcoin Miner is selected.
Interesting: "Each project will be financed individually with a mix of equity and debt," according to Masa.
Personally, I think that increases the probability that a Bitcoin Miner is selected.
SBC Medical Group, $350M franchisor of botox & plastic surgery clinics which announced a Bitcoin balance sheet strategy and a $6M initial purchase in February, announced that they are abandoning their Bitcoin plans to buy back stock instead.
The stock:
The stock:
Goldman just dropped a new 72-page bull case on nuclear.
Tripling capacity by 2050 is not a meme. SMRs (small modular reactors), plant life extensions, and utility buildouts are accelerating.
VanEck’s Onchain Economy ETF $NODE holds some regulated utilities operating nuclear fleets, & tech vendors building SMRs.
Thesis: Nuclear may become Bitcoin beta. The stronger the grid, the stronger the chain.
Tripling capacity by 2050 is not a meme. SMRs (small modular reactors), plant life extensions, and utility buildouts are accelerating.
VanEck’s Onchain Economy ETF $NODE holds some regulated utilities operating nuclear fleets, & tech vendors building SMRs.
Thesis: Nuclear may become Bitcoin beta. The stronger the grid, the stronger the chain.
"In a world where financial rails are quietly being rewritten, VanEck's NODE is making a case for a more balanced approach: not ignoring the shift, not chasing the hype, just meeting the future where it's being built." - Benziga
VanEck's NODE ETF aims to provide active exposure to the companies building the Onchain Economy. Here’s a breakdown of how it works and why it matters. 👇
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