Met @matthewvuk2 yesterday afternoon over a plate of potatoes. And by the evening had a working version of Ark @secondhq powering Tando payments.
What do they put in those potatoes?!? 🤯
Countries need to tokenize their stocks, allowing worldwide buyers. (RWA)
Countries need to issue their own stablecoin(s), to expand their currency's usage on the blockchain.
In Africa, the Market = The People.
Hard to say the same for most other parts of the world.
Take "parallel markets" for FX. This is where real price discovery happens and where you’ll find the deepest liquidity, because it’s driven by raw supply and demand.
Those from "regulation-first" or "conglomerate-first" economies struggle to grasp how innovations in Africa follow “market first” primitives.
The lauded MPesa & mobile money boom back in the days solved for the street first, then corporates and regulators followed.
Crypto PMF in Africa follows the same DNA. Start at the street corner where the people are. You’ll learn why crypto is sticky here, whether it’s a bull or bear market everywhere else in the world.
📅Top Bitcoin Stories of 2025
1. End of Halving cycle
2. Strategy tops 3% of all bitcoin 670,000 BTC
3. Explosion of BTC Treasury companies
4. U.S. Strategic Bitcoin Reserve created
5. GENIUS Act signed into law
6. Operation Chokepoint 2.0 dies
7. Dormant OG bitcoin whales wake up
8. Miners diversify into AI
9. Legacy banks and asset managers bend the knee
10. Pardoning Ross Ulbricht
What else should be on the list?
Settlement on @Visa in the US is moving onchain with @USDC!
For the first time, Visa’s US issuer and acquirer partners can settle with Visa in USDC for near-instant, always-on money movement.
https://t.co/7tSn6Ynfs9
A strategic digital asset policy can strengthen the US dollar, neutralize the national debt, and position America as the global leader in the 21st-century digital economy—empowering millions of businesses, driving growth, and creating trillions in value. https://t.co/7n7jQqPkf1
In July, @CynthiaMLummis announced the BITCOIN Act, the first bill in US Congress to propose a strategic #bitcoin reserve.
In our most comprehensive report to date, we endorse the United States adopting a strategic reserve. Read the report here: https://t.co/xQJG2Ebksi
Kenya 🇰🇪 keeps being 'top 3 choice' for major global events in the coming years!
Why? Visa free entry + a simple online ETA process + fast turn around is winning the country tens of millions of dollars.
It's easier visa-wise to get African builders to Kenya than pretty much anywhere else.
Talent is borderless. Whoever gets this and plays the immigration arbitrage wins the big prize.
Regens: There is a huge funding gap which prevents intensification of climate action. We need more money into climate now!
Also Regens: Nah, we don't want to use any dirty money for climate work. We'd rather the planet gets screwed than we compromise on our morality.
🤦♂️
#GG18
📣 Participate in the Public Survey on Virtual Assets (VAS) and Virtual Assets Service Providers (VASPs) in Kenya! 🚀
@FRC_Kenya is calling on the public to anonymously share their insights and opinions on the growing world of virtual assets. 💰
#BlockchainKenya
Every bear market I re-underwrite why I am in crypto
1. Large untapped market (money, culture, games)
2. Lack of competition (very few trad people in crypto, still extremely early)
3. Large, liquid outcomes (already at $1Tn aggregate market cap, likely goes to $10-$20tn)
4. Makes the world more interesting/better (believe deeply in crypto and the idealism behind it)
5. Compounding effect (knowledge/assets compound dramatically faster in crypto vs. other industries)
In my mind, its pretty simple. None of the above has changed. Maybe there is a day when all or some of the above no longer are true. Today is not that day, and I don't expect it to come for a long time.