emceecoy_

Stablecoin Barbell:

Emerging Economies vs. Incumbent Wealth

Emerging Economies need stables as they have no good alternatives for payments.

Incumbent Wealth wants to win to own international, digital payments.

Very hard to build a products that do both.

Anyone doing this?

Science Capital Markets x Crypto

Nice-to-have markets: @enhanced_games, longevity, hair loss - champagne problem markets. They belong on @pumpdotscience.

Rare disease markets: CF, muscular dystrophy, etc. Needs a market to enable LPs to trust the data.

Who's building this?

Saquon Barkley takes all of his endorsement deals in bitcoin.

He believes other athletes would benefit from diversifying their investments in areas like crypto.

Super Bowl Champion Mentality.

Coinbase State of Crypto Summit had all of the heavy hitters imaginable in the space today.

Covering prediction markets, tokenized equities, consumer, payments and even machine economies.

Seeing SB Champ @saquon discuss his entrepreneur, crypto journey was the cherry on top.

Tokenization enables Capital Markets to on traditionally illiquid assets, but why is that a good thing?

Many HNWI’s I speak to say they will only come into tokenized MMF’s if they have a clear monetary or informational advantage to them and only if they in scarce assets.

According to the SEC, protocol staking is NOT a security under the Howey test.

Also mentions that ancillary services including slashing coverage, early unbonding and pooled delegation, when provided alongside staking, do not alter the legal analysis.

Stripe didn’t acquire Bridge bc they thought it was a $1B company.

They believe Bridge’s customer base had the potential to be worth billions of dollars if built properly.

With stablecoins, issuance is a commodity.

Distribution across the internet is the moat.

Want to see what teams are bringing in the most TVL for EIP-7702 implementations?

https://WalletAA.com/codes has you covered.

So far it's @MetaMask DOMINATING with over $30M being added through their integrations with @okx bringing in $3M.

Crypto Wallets Report by @Dune & @addressablelabs is extremely insightful.

The most mind blowing stat though is how much @binance's self-custodial wallet has been KILLING it since March 17th.

They've dominated EVM transfers w/ 80-89% over the past two months.

Solana Accelerate side events really stepped their game up this year

The best performing ERC-4626 stablecoin vaults across 10 chains includes a nearly 50% 3M return.

Hat's off to Solana for hosting an exciting conference in the US again.

I haven't seen this type of excitement for a crypto conference in NYC since Consensus 2018 where the Hilton Midtown was so full, people were forced into the street.

This week is going to be fun.

Tokenizations major benefit = efficiency.

If I buy a share in a Treasury fund, I receive my interest every month.

If I buy the same Treasury through @BlackRock's Tokenized BUIDL Fund, I receive the interest every day.

When I sell from BUIDL, I receive my proceeds immediately.

I can pledge my Treasuries, borrow against them as collateral to invest, buy a house, receive a loan. All in the same day.

Efficiency is the name of the game.

Who are the best founders, projects building at the intersection of AI x Robotics x Crypto?

I know @AIDEN_agents, @crossmint, @openmind_agi, @DIMO_Network are cooking here.

Who else am I missing?

I received 8 messages to start my week from founders and investors in the space that our Sei Office Launch Party last Thursday was the most meaningful event they attended in some time.

You don’t need a major conference to do this.

The best talent is right here in NYC.

Slowly and steadily, @OverHerdXYZ keeps climbing the charts.

All without having raised their seed round yet.

Bullish.