Today's @_TalkingTokens is with @masonnystrom, partner at @PanteraCapital, and @danielmarinq, CEO of @NexusLabs diving into:
- Demand for specialized blockchains
- The state of crypto VC today vs previous cycles
- What makes a winner in bull and bear markets
Full episode below:
Introducing USDX — the native dollar of the Nexus economy.
A shared settlement layer for all apps, trades, and markets on Nexus.
One asset. Unified liquidity. Protocol-native incentives.
Capital is converging, and USDX is its native home.
Read more: https://t.co/aTv7gC7OTA
If you're building a crypto neobank or defibank, you're first competing with other top crypto apps (right), and bigger picture, your competitors are massive fintech apps and fintech neobanks (left)
"Neobanks" are the wrong name for banking on crypto rails. These have been around for years by the likes of Brex, Mercury, Chime, Sofi, N26, Revolut etc. They are traditional, centralized banks with a slicker UX
DeFi banks on the other hand allow for payments, remittences, earning, borrowing, and saving completely on decentralized blockchain rails. Similar USPs but - onchain capital markets means tapping into a global liquidity layer. Everything is faster, composable, permissionless, and allows for higher APR yields too.
Good research is being done on lookup and permutation arguments. The connection to shuffle proofs seems under appreciated, so I wrote up a comparison.
@__zkhack__
Marketing in crypto is growing up.
Suddenly, we're seeing the rise of more seasoned marketers making the transition to the web3 space.
The result is more polish, tried-and-true methods, and better results.
@L2Drez took the @EFDevconnect to class this year in Buenos Aires.
Web3 marketing is growing up.
At @EFDevcon 2025, the convo shifted. Less about hype cycles, more about reach, clarity, and creative discipline.
From g(t)m Con to late-night strategy chats, four themes kept surfacing:
• Build beyond CT
• Use contrast to clarify your brand
• Design for long-term users, not short-term activity
• Treat AI as infrastructure — the creativity still has to come from you
Web3 marketing is entering a more grounded era.
At DevConnect 2025, teams emphasized reach across new channels, sharper brand identity, smarter segmentation, and AI as creative infrastructure.
Our VP of Global Marketing @L2Drez breaks down the shift: https://t.co/C0ayULwUwN
Thank you to our speakers and everyone who came out to our verifiable finance brunch at @efdevcon 2025!
Hot takes on TradFi adoption, next-gen DeFi infra and RWA integrations:
“I lie awake at night thinking about a half-baked agent with no semblance of privacy built in taking over crypto trading. This where data verifiably in finance must play a role.” — @aisconnolly of @TACEO_IO
“DeFi security needs attention. Specifically key procedures, like smart contracts. We must focus on governance and keys — not just security codes — in order to safely handle trillions of dollars on chain.” — @mpfzajac of @Nethermind
“You aren’t just trusting the smart contract. You are trusting the team that’s supporting it. More industry-wide governance is essential in managing downstream effects of upgrades across composable chains.” —@LewellenMichael of @turnkeyhq
“Coolest stablecoin trend: the disruption of traditional banking deposits with the likes of stablecoins like USDC. Proof of this is USDC deposits into JPMD at JP Morgan” — @AustinBallard1 of @Offchain
It was also great to see Nexus Ambassadors, like @influencerdee.
Crypto scaries… “I lie awake at night thinking about a half-baked agent with no semblance of privacy built in taking over crypto trading. This where data verifiably in finance must play a role.”
- @aisconnolly of @TACEO_IO in convo with @JensGroth16 at @NexusLabs’s verifiable finance brunch at @efdevcon 2025
The Nexus team is in Buenos Aires for @EFDevcon!
You can find the team at events throughout the week, sharing insights on the future of DeFi, zK, and more.
Here’s where we’ll be:
Saturday, November 15th
• Opening of Center for Decentralized Computation and Digital Trust @ University of Buenos Aires
Sunday, November 16th
• G(t)M Con 1 - https://t.co/a15xIoOpI5
• The Web3 Marketing Church - https://t.co/7IpYKoIzL9
Monday, November 17th
• Frontier Forum - https://t.co/u72UYDy1Te
Tuesday November 18th
• Multichain Day - https://t.co/IJdpOkcwJh
Wednesday November 19th
• White Paper Reading Club Sessions on Verifying Intelligence - https://t.co/xPUJaEzmKK
• Verifying Intelligence: Where ZK Meets AI x402 - https://t.co/C6k1Rm61VU
Thursday, November 20th
• Verifiable: DeFi Networking Event by Nexus @ Genzio Media House - https://t.co/f6zMqm7GMJ