Coco Kee

KGA Co-founder, backing technologies that empower Bitcoin &crypto | Physical AI | 🎤podcaster & 📕 author of World Ledger with Coco Kee | 🐕 dog lover

[Coco Kee @CocoKee]

Some takeaways from Galaxy Digital's Q3 earnings call this morning:

1) Galaxy Digital @galaxyhq is exposed to CoreWeave's @CoreWeave full portfolio, not a particular lessor of CoreWeave's GPUs.

2) Galaxy Digital ranks behind CoreWeave's GPU financings, which means CoreWeave will service its obligations to GPU lenders first, maybe its operational costs too, before paying rent to Galaxy Digital's data center.

3) Only one analyst raises the question about the credit market to Mike Norvagratz. Mike thinks the low-yield era is over and we are transitioning to a higher-yield era. The war with Iran and $100+ oil prices make the situation more complicated. Once the war is over and oil prices drop below $60, things will look different. Big IPOs are still going on: SpaceX and Anthropic, which means more equity than credit, a good sign.

4. 95% of questions asked by the analysts are about the data center, with only a few related to digital assets.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 The OCC has officially finalized GENIUS Act stablecoin rules for implementation next January 🚀

[Coco Kee @CocoKee]

@kevinmgoldstein @HashKey_Capital It's a comprehensive review of Token2049 Singapore 2026, full of first-hand insights. I want to call out two items in particular from the report:

[Brian Armstrong @brian_armstrong]

Crypto has already removed a lot of the waiting we previously accepted as normal in finance:

- Stablecoins move across borders on weekends and holidays.
- Tokenized stocks trade 24/7 globally.
- Decentralized exchanges perform real time settlement.
- Onchain lending lets people borrow without waiting for a loan officer.

We're making money move at the speed of information.

[Jeremy Allaire @jerallaire]

Know Your Agent coming online. x401 agent identity proofs alongside x402 agent payments is a strong step towards safer and more trustworthy agentic economic activity.

[Percent @investpercent]

How does the buy side access, price and trade private credit? @prathreddy and @garyreifman will be hearing it firsthand Nov 5 with @TheFinanceHive at their Fixed Income US Member Meeting in New York. → https://t.co/gQDAteQR3o

[Coco Kee @CocoKee]

@Matt_Hougan Why does it take them so long to recognize such a simple fact?

[Coco Kee @CocoKee]

@bamazizimesh Simply connecting the wallet with Visa to spend crypto and stablecoins in the wallet at participating merchants? Is that it?!

[Coco Kee @CocoKee]

🪇

[UC Berkeley @UCBerkeley]

UC Berkeley’s world-class economics department (@berkeleyecon) is celebrating Nobels won by two scholars: Robert E. Hall, a 1964 graduate and early-career faculty member, and Michael Woodford, a visiting scholar in the 2025-26 academic year.
https://t.co/AMdRlyQPGS

[Coco Kee @CocoKee]

@nelsonchu_ This is fantastic! I see a lot of discussions here are about filmmaking. Can your platform protect the IP of audio, or literary content?

[Coco Kee @CocoKee]

Establishing IP ownership of AI-generated content is critical. What VN @buildwithVN is building couldn't be more timely!

[Nelson Chu @nelsonchu_]

There’s been so much talk about AI stealing people’s work and ending creativity.

Anyone who’s made a video knows the one-shot is only a starting point. The real work happens in post.

Introducing VN Studio, AI filmmaking with human authorship tracking built in, so you can copyright what you create.

[Coco Kee @CocoKee]

@cz_binance @BNBCHAIN This is interesting. You'd never know who, from the top of the government, signs off a special permission for Solanaon to operate in China, while getting involved in crypto activities is still deemed illegal.

[Coco Kee @CocoKee]

@BitcoinMagazine @watchbmtv @MorganStanley @GraceRemiTV @realseanhagan Digital gold sounds right.

[Coco Kee @CocoKee]

@buildwithVN @DEADLINE @midjourney The report by @buildwithVN is concerning and raises critical questions. In the AI era, are IP laws still relevant? How can institutions and individuals protect their copyrights? Are existing tools good enough to detect infringement?

[Coco Kee @CocoKee]

@nic_carter The rules issued by the OCC and FDIC in 2026 to prevent regulators from pressuring or even threatening banks to deny services to some businesses will definitely be helpful. Some states' "fair access" laws seem promising.

[Coco Kee @CocoKee]

@BitcoinMagazine I believe this is the first case in Korea - a traditional bank will lend money to borrowers who use Bitcoin as collateral. I assume the custody of BTC will be handled by a third party. Curious about the LTV ratio: 70% of BTC value? @seo_sangmin

[Coco Kee @CocoKee]

@GoshawkTrades This means long-term investors have more opportunities to buy the dips created by the sell-offs from prominent short-term investors. 👋👋

[Coco Kee @CocoKee]

Socialism/communism has become so notorious that countries that are still upholding it often hide it behind a facade to avoid angering their people. In the U.S., it’s touted and hailed as a supreme ideal. This is concerning because it reveals how ignorant some people are in this country.

[Coco Kee @CocoKee]

@BitcoinMagazine Asia is ready to rock.