Woke up extremely bullish on DeFi and Ethereum today
Uniswap launched in the 2018 bear, when Ethereum sentiment was at all time lows
Uniswap and other defi projects relentlessly built through that bear market and proved how powerful Ethereum can be, catalyzing defi summer and everything since
Now vibes are down bad again and Uniswap intends to build our way out of it. Last time it was by proving defi is possible. This time it will be by proving defi is inevitable.
The internet brought two disruptive changes: existing businesses moving onto the internet, and the formation of new internet-native businesses
The same duality will exist for defi: the tokenization of all existing assets, and a growing vibrant economy of crypto native assets. And it’s all happening right now, with more and more assets being brought onchain, increasing the value and productivity of crypto native assets.
As this digital economy grows, Defi is being integrated everywhere - payment processors, brokerage accounts, asset issuers. It won't stop until we eat the entire global economy
Uniswap the liquidity layer + Ethereum the settlement layer. The perfect combination of low counterparty risk, permissionless, programmable infrastructure
And all this will result in huge growth in protocol volumes and fee generation. Which reminds me:
UNI burn hit all time highs today, after several new sources of protocol fees came online.
And there are many more to come: v4, uniswap x, aggregator hooks, more chains, etc
Now add in all the new assets coming onchain
We're still at the beginning 🦄
Ripple 🤝🏻 Axiology 🤝🏻 ECB 🇪🇺
Axiology operates a Permissioned Version of the $XRP ledger and is a participant/market stakeholder in "Project Pontes" of the ECB 🇪🇺
Pontes Pilot tests using DLT for Central Bank Money goes Live in Q3 2026, with full launch planned for 2027/8 👏
97% of all tokenized stock trading last month happened on Solana.
A month of records across real-world assets, stablecoins, perps, and collectibles.
Here are a few figures that mattered:
@Ripple CTO Emeritus @JoelKatz on where XRP is headed:
"Tokenized securities. Money market funds. Stocks. Repos. Loans."
Enterprise adoption is already here. Mass retail is next.
XRP in a Minute ⬇️ https://t.co/DljGy2Hp9S
🚨 Ripple just dropped a new video!
Grayscale's Managing Director breaks down the role of XRP in a diversified crypto portfolio and why XRP is a defining asset in the next chapter of digital finance 🔥
The institutional moment is HERE. 👀
Tokenized stocks are now productive capital.
“When Ondo tokenized stocks meet an operating system built for them, markets like STEY become possible.”
Explore how @SentoraHQ made Ondo tokenized stocks usable as collateral on @eulerfinance ↓
Ripple looks so strong that it will hit $17 in the bull run.
$XRP will challenge Ethereum in the rankings.
Save this and wait.
Time will make everything clear.
🚨 BREAKING: $ONDO SURPASSES @Securitize IN TOKENIZED TREASURIES
NOT ONLY HAS $ONDO CAPTURED THE TOKENIZED STOCK MARKET
JUST WAIT UNTIL $ONDO SURPASSES $HYPE IN PERPS
🚨 JUST IN: JPMorgan, Citi, and major US banks plan to launch a tokenized deposit network next year to fend off growing competition from stablecoins and crypto firms.
not a lot of noise around this yet but the @ether_fi x Plume $100M vault integration is one of the more interesting RWA moves of the year.
institutional-grade yield embedded inside a neobank with real user volume.
watch how this performs before calling it a template, but the structure is right.
Nice! Ripple originally integrated with @wormhole in June 2025, then expanded $RLUSD to L2's back in Dec 2025 for testing.
The NTT standard now enables $RLUSD to move natively across multiple blockchains, including: @base, @inkonchain, @Optimism, @unichain, and $XRP ledger EVM sidechain.
"Ripple sets the highest standards for stablecoin compliance." The future is multi-chain 👏🔥
Plume and EtherFi Launch $100 Million RWA Vault for Institutional Yield
Plume and EtherFi announced a $100 million RWA Vault to offer EtherFi users access to institutional-grade real-world asset yield through Plume’s regulated vault infrastructure. Plume is an Open Finance platform for institutional assets, while EtherFi is a major DeFi yield platform with more than $6 billion in customer deposits. Eligible users will be able to access the RWA yield product directly through the EtherFi app. Plume previously received a Bermuda Monetary Authority license and U.S. SEC transfer-agent approval.
https://t.co/Ydcjp7EopJ
.@ether_fi is a pioneer & one of the biggest neobanks in the world w/ $6B+ in deposits
@plumenetwork is licensed, regulated, compliant, and purpose built infrastructure for open finance
Neobanks are one of the most interesting & fastest growing markets in the world and we are incredibly excited to work alongside pioneers in this market to bring Tier 1 high quality institutional yields to users
This RWA vault makes it easy for the global https://t.co/gRaEbF4y8g community to access high quality institutional yields from multiple trillion dollar assets managers in a single click
This is the future of capital markets. This is open finance. Open, composable, and compliant.
Grateful to build in one of the biggest markets in the world where individual market segment are all hundreds of trillions of dollars. This is just the start and much more to come!!
Remember, Wormhole facilitates direct interoperability for Blackrock and powers Securitize’s cross-chain capabilities which also utilizes RLUSD.✅
Now, RLUSD is live on Wormhole.☝️
Another path of access for BlackRock to XRP.😏💨
Documented.📝👇