“Technology is the only mechanism we have for escaping the Malthusian trap. But because we have been too cowardly to articulate this, because we have substituted ‘rationalism’ and ‘AGI’ for a coherent theology of Progress, the state sees the industry as only a parasite to be consumed.
If we cannot articulate why innovation is a moral imperative, we can expect the entire technology industry to end up like Boston. First taxed, then looted, then exhausted. And we'll be stuck wondering where it all went.”
Prediction: Debt-based RWAs will primarily be stablecoin backing, and the looping use case will go away as it largely depends on incentives.
Non-USD RWAs (gold, stocks, etc) will become the dominant form of RWA DeFi lending.
Synthetics aren’t enough. Paper rails are broken.
We’re putting real, legally-owned equities onchain. composable, borrowable, live 24/7.
This is Open. The next chapter of DeFi starts now.
DTC was created to move paper share certificates.
That constraint is gone.
The endgame isn’t faster T+1 plumbing- it’s direct TA (Transfer Agent) to TA settlement minus the middleman (DTC), all onchain.
The entity that settles $3.7 quadrillion annually just got SEC approval to tokenize on blockchains.
DTCC received a No-Action Letter from the SEC yesterday.
They can now:
Tokenize Russell 1000 stocks
Tokenize US Treasuries (bills, bonds, notes)
Tokenize ETFs tracking major indices
Deploy on "L1 and L2 providers"
Timeline: H2 2026
Their goal: "create a single pool of liquidity across the TradFi and DeFi ecosystems"
DTCC custodies $99 trillion in securities. That pool is now looking for blockchain rails.
Do we have your attention now, doubters?
As I told @MariaBartiromo last week, U.S. financial markets are poised to move on-chain. Under my leadership, @SECGov is prioritizing innovation and embracing new technologies to enable this on-chain future, while continuing to protect investors.
Exciting news! https://t.co/2RbQvIzKFD now supports @summerfinance_ governance!
Explore at https://t.co/06NXCIi74m @chrisbducky@0xtucks
SummerFi community can now leverage governance tools to:
📊 Track governance status in real-time on X
🤖 Explore agent delegation and voting
✨ Streamline proposal creation and management
#AIGovernance #Web3
There's a RWA related RFC live on Summer Protocol's forum that's particularly of interest to me. It's RWA season in DeFi right now. And, as a delegate, I'm want to make sure https://t.co/uNQXhb6Sn3 is well placed to create value for institutional players.
If you've got comments that can help drive this forward please join in https://t.co/MOWfyYr1Uj
TY 🫡
@samehueasyou@jensei_
Should SUMR become tradable?
With SUMR transferability now technically possible, the Lazy Summer Community is facing a key question:
Should SUMR become tradable? And if so, when, and under what conditions?
Here’s a quick thread recapping the thoughtful discussion underway in the forum.⛱️ 🧵
https://t.co/gbhMsngg8I
Now we’re cooking.
@AndreiDavid has been quietly working away at this.
As the best earn product in the market it makes sense that @summerfinance_ will capture a significant amount of liquidity over time.
The logical next step is to turn this into a service that lending protocols can access at will.
Psyched for this. Stay tuned dudes & degens x
1/7🚀A major milestone for our mission at @summerfinance_ .
One of our AI Keepers didn't just find yield; it created a market for it!
For the first time, a signed Intent authored by one of our AI Agents was optimally executed by a @CowSwap solver on @base - capturing its target yield on @aave.
This is the next chapter in capital efficiency, driven by our Intent-Based Asset Allocation System (IAAS).
1/7🚀A major milestone for our mission at @summerfinance_ .
One of our AI Keepers didn't just find yield; it created a market for it!
For the first time, a signed Intent authored by one of our AI Agents was optimally executed by a @CowSwap solver on @base - capturing its target yield on @aave.
This is the next chapter in capital efficiency, driven by our Intent-Based Asset Allocation System (IAAS).