Pawel Huptas

Investor connections for Web3 projects @camac_pro | Stablecoins and payments at Stabillon

[Pawel Huptas @PawelHuptas]

Currently, tokenized assets see relatively low utilization in defi (~10%), largely because aml and compliance requirements make integration with core defi protocols challenging.
Initiatives like this could be an important step toward gradually unlocking that growth

[Uniswap @Uniswap]

Introducing Permissioned Pools on Uniswap v4

A new hook standard that brings permissioned assets to the AMM with compliance checks enforced at the protocol level

Built in collaboration with @SuperstateInc, @Securitize, Dowgo, and other leading teams bringing value onchain

[Pawel Huptas @PawelHuptas]

@nickducoff Ethereum looks like the first choice for major issuers, but Solana is leading on distribution and distribution is what ultimately wins in business

[Watcher.Guru @WatcherGuru]

JUST IN: Financial giant 'Interactive Brokers' to allow brokerage accounts to be funded by crypto stablecoins.

[Robinhood @RobinhoodApp]

$HYPE is now available to trade on Robinhood.

[Stacy Muur @stacy_muur]

One of the biggest theses for Web3 infra are oracles.

Every lending market, perp exchange, or tokenized fund depends on reliable data feeds.

And as the ecosystem expands – with new L2s, tokenized assets, and sub-second perps – the limits of first-gen oracles are starting to show.

My @redstone_defi thesis ↓

***

DeFi began with two models:

• Chainlink’s push feeds → constant updates, highly reliable, but expensive at scale.
• Pyth’s pull feeds → cost-efficient, on-demand, but not universal.

Both remain critical, but neither covers the full spectrum of today’s needs.

That gap has opened space for a third design: RedStone’s modular architecture.

Market Snapshot

• $97B → Chainlink TVS (still dominant, the incumbent).
• $9B → RedStone TVS (fastest-growing, now solid #2).
• $8.8B → Pyth TVS (neck and neck with RedStone).

Rather than trying to “win” push vs. pull, RedStone delivers both + specialized integrations. This flexibility is why it’s scaling into perps, tokenization platforms, and lending protocols simultaneously.

Why It Matters

The real shift is from price feeds → full data layers.

RedStone already ships:
• RWA Oracle (verifiable NAVs for tokenized funds),
• Credora integration (real-time credit ratings),
• Bolt (sub-2.4ms updates),
• Atom (liquidation-aware feeds with OEV capture).

This isn’t just plumbing; it’s active risk management infrastructure.

Tokenomics: The RED Flywheel

Just as Chainlink uses LINK and Pyth uses PYTH, RedStone anchors its network in the RED token.

But RED’s design adds a twist: it not only pays for data but also secures the network through EigenCloud restaking, giving tokenholders direct exposure to network growth.

TVS/FDV at ~15× is eye-catching.
Either the market hasn’t priced in this traction, or expectations are already running hot. If adoption keeps climbing, this could be the most efficient token in the oracle space.

What I like here is that $RED isn’t just a payment token; it’s the economic backbone of the network.

But that also means it inherits all the pressure: if adoption slows, rewards drop, and security could weaken. This is a flywheel that spins both ways.

Muur Score: Product

• Architecture → 9/10 → Modular, dual-model, future-proof.

• Adoption → 8/10 → $9B TVS, 110+ chains, early but fast.

• Products → 8/10 → Bolt, Atom, RWA, Credora cover key needs.

• Economics → 7/10 → Strong TVS/FDV, yield durability untested.

• Positioning → 8/10 → Fills gap between Chainlink & Pyth.

Overall: 8/10 → Strong case, but watch modularity usage and token reward sustainability.

RedStone isn’t trying to win the “push vs. pull” debate, it sidesteps it.

While modularity looks elegant on paper, the real measure will be adoption: whether teams actively switch models as conditions change, or stick with the defaults they started with.

If that flexibility is used in practice, it could mark a new phase in oracle design, one where infrastructure adapts dynamically instead of forcing builders into a single paradigm.

[Pawel Huptas @PawelHuptas]

@CryptoXpeditor @berghain @SuperteamPOL @xtrade_gg @Backpack @nosana_ai @XForgeOfficial @bonk_inu @BybitEU @mihal_wojtas @coinpaprika @SarthiB7 @Super_Zuzka Loved it! Hopefully more of these to come

[Pawel Huptas @PawelHuptas]

@jessepollak Sharing Stabillon here in case you’re ever looking for a licensed EMI issuer in the EEA/EU

[DEGEN NEWS @DegenerateNews]

NEW: CHINA CONSIDERING YUAN-BACKED STABLECOINS TO BOOST GLOBAL CURRENCY USAGE - PER REUTERS SOURCES

[hildobby @hildobby]

a record $3b ETH flowed into ETF last week

src: https://t.co/0uASMTncJf

[Crypto-Gucci.eth ᵍᵐ🦇🔊 @CryptoGucci]

JUST IN: Citigroup, the 3rd-largest US bank, is building stablecoin custody, payment services & positioning to custody Ethereum ETFs alongside other crypto ETFs

Here’s what Citi is planning:
- Custody reserves for stablecoin issuers
- Launch payment solutions powered by stablecoins
- Provide custody for cryptocurrency ETF issuers

With $149B+ in stablecoins already on Ethereum and record ETF inflows piling in, Wall Street’s rails are moving on-chain and the settlement layer will be $ETH

[ETHWarsaw 🧜‍♀️🇵🇱 @ETHWarsaw]

Warsaw, that was something special!

On Tuesday, @VitalikButerin visited our soon-to-be community space. What was meant to be a casual stop turned into a meetup and a deep fireside chat with @przemekowalczyk from @RampNetwork .

🧠 They talked Ethereum’s beginnings, staying nonprofit, and the shifting role of the Foundation.
🛡 Privacy, censorship resistance, and how not to lose your soul as the ecosystem grows.
🌍 Global adoption, stablecoins, memecoins, and the weird, winding paths of real change.

And for us? It was a rare moment to share what we’re building here: ETHWarsaw, our community space, and a summer of hacker energy in the heart of the city.
Proof of Vibe, in full effect.
And the summer hasn’t even started yet.

[Pawel Huptas @PawelHuptas]

Aktywność na Tron to głównie Azja. Patrząc na instytucjonalizację sieci Ethereum, coraz większą ilość produktów, jak tokenizowane fundusze rynku pieniężnego i udział Ethereum w sektorze stabli to ta sieć powinna być wygranym. Powstaje natomiast dużo ciekawych rozwiązań dedykowanych wyłącznie stablecoinom np do płatności, jak chociażby sieć Plasma ale to już czas pokaże, które złapią trakcje

[ETHWarsaw 🧜‍♀️🇵🇱 @ETHWarsaw]

Just another Tuesday

[Ryan Watkins @RyanWatkins_]

Hyperliquid: ~$85M per employee
Tether: ~$65M per employee

The most revenue efficient organizations in the world actually exist in crypto.

[db @tier10k]

*BIG BANKS EXPLORE JOINT STABLECOIN VENTURE: WSJ

*JPMORGAN, BOFA, CITI, WELLS FARGO AMONG BANKS IN TALKS: WSJ

[Michał Moneta | Digital Cognition @michmoneta]

Most people don’t trust crypto. But somehow… they trust stablecoins.

On Saturday at @SGHWarsaw, I’ll explore this paradox during the International On-chain Economy Conference.

Stablecoins weren’t just superior products. They were simply better designed – for the mind. In my keynote, I’ll show why:

• Stablecoins became the first Web3 product to go mainstream
• Their adoption in trading, institutions, and emerging markets wouldn’t exist without the psychological foundations beneath
• The perception of control can be more powerful than control itself

📍 Warsaw School of Economics
🗓️ Saturday, May 24th
🎙️ Hosted by the 1st International On-chain Economy Conference

[Pawel Huptas @PawelHuptas]

@michmoneta @SGHWarsaw @JacekFigula @MarcinRedStone @cookie3 @nethermind @BinancePoland @korus_k See you tomorrow Michal!🔥

[Ryan Watkins @RyanWatkins_]

Best growth story in crypto.

Hyperliquid is eating CEX open interest with little signs of slowing down.

[Pawel Huptas @PawelHuptas]

Nice to see so little enthusiasm while BTC is hitting new ATH

[Pawel Huptas @PawelHuptas]

Circle’s position looks strong today, but I think we’re underestimating the wave of stablecoin competition coming from banks and large fintechs. These players already have deep customer bases and regulatory trust. That said, if Circle can keep pushing Tether out and defend its share, this becomes a strategic must-buy for Coinbase to lock in dominance in the stablecoin sector