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MikeIppolito_
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I’d feel better about
BTC
if it weren’t being driven by this treasury corp stuff
#BTC
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Recording a podcast with @PaulFrambot and @MonetSupply tomorrow on Morpho v2. What questions do you want answered?
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Visa selling off on the Walmart and Amazon stablecoin headfake is telling
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There's a new category of products I find interesting but don't have a name for yet. Polymarket, Zora, Pump, etc... all fall into this sector. The common theme is leveraging markets to price and distribute content the same way financial markets provide price discovery for assets. Does anyone have a good name for what to call these apps yet?
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Can't believe no one has tweeted "Bitcoin fixes this" about the internet outage. CT circa 2019 would run laps around us today, sad state of affairs smh.
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Prediction: big banks will take longer to launch stablecoins than people think. Regulated stablecoins like USDC only hold very short term, low yielding instruments like t-bills. If, say, BoA acquired circle, it would erode its net interest margin by shifting the balance of yield on the asset side of its balance sheet. It's a classic case of innovator's dilemma.
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