Goldman Sachs' $100B treasury fund is now available on @Lynq_Network. On CoinDesk's Public Keys at the @NYSE, Lynq CEO Jerald David breaks down how FTIXX is coming to the network, Twenty One Capital's Raphael Zagury on building a Bitcoin operating company around 43,500+ BTC, and @Bastion CEO Nassim Eddequiouaq on winning conditional OCC approval for a national trust bank charter. Watch with @JennSanasie.
Chapters/Timecodes:
00:00 Welcome to Public Keys
00:26 Goldman Sachs' $100B Treasury Fund Comes to Lynq
00:49 Lynq CEO Jerald David Joins
01:23 Why FTIXX Isn't a Tokenized Fund
02:29 Inside the Goldman Sachs Deal
03:34 The Firms Behind Lynq: B2C2, Wintermute, Galaxy, FalconX
05:02 Building for TradFi After Regulatory Clarity
06:10 Why Lynq Chose Avalanche
07:01 The Case for Programmable Privacy
09:01 XXI's New CEO Raphael Zagury Joins
09:38 The Five Pillars and 43,500 Bitcoin
10:53 M&A and the Berkshire Hathaway Model
13:07 Lending Against Bitcoin
14:05 How Zagury Found Bitcoin in 2015
16:33 Where Institutions Stand on Bitcoin Adoption
19:12 Bastion Wins Conditional OCC Trust Bank Charter
19:38 Bastion CEO Nassim Eddequiouaq Joins
20:35 Fintech vs. Federally Regulated Bank
23:53 Inside the Sony Bank Partnership
25:11 Staying Competitive After the Genius Act
26:41 Do We Need All These Stablecoins?
Goldman Sachs' $100B treasury fund is now available on @Lynq_Network. On CoinDesk's Public Keys at the @NYSE, Lynq CEO Jerald David breaks down how FTIXX is coming to the network, Twenty One Capital's Raphael Zagury on building a Bitcoin operating company around 43,500+ BTC, and @Bastion CEO Nassim Eddequiouaq on winning conditional OCC approval for a national trust bank charter. Watch with @JennSanasie.
Chapters/Timecodes:
00:00 Welcome to Public Keys
00:26 Goldman Sachs' $100B Treasury Fund Comes to Lynq
00:49 Lynq CEO Jerald David Joins
01:23 Why FTIXX Isn't a Tokenized Fund
02:29 Inside the Goldman Sachs Deal
03:34 The Firms Behind Lynq: B2C2, Wintermute, Galaxy, FalconX
05:02 Building for TradFi After Regulatory Clarity
06:10 Why Lynq Chose Avalanche
07:01 The Case for Programmable Privacy
09:01 XXI's New CEO Raphael Zagury Joins
09:38 The Five Pillars and 43,500 Bitcoin
10:53 M&A and the Berkshire Hathaway Model
13:07 Lending Against Bitcoin
14:05 How Zagury Found Bitcoin in 2015
16:33 Where Institutions Stand on Bitcoin Adoption
19:12 Bastion Wins Conditional OCC Trust Bank Charter
19:38 Bastion CEO Nassim Eddequiouaq Joins
20:35 Fintech vs. Federally Regulated Bank
23:53 Inside the Sony Bank Partnership
25:11 Staying Competitive After the Genius Act
26:41 Do We Need All These Stablecoins?
$PHA showing a beautiful consolidation after the recent move.
If support holds, I’m watching the $0.075–$0.080 zone as the next accumulation area.
A successful retest + higher low could set up the next leg toward ~$0.11.
Very exciting news from @GoldmanSachs & @Lynq_Network today!
Goldman Sach’s $100B treasury fund is utilizing Avalanche technology via Lynq.
And just last week, Tassat put out a case study highlighting Lynq’s efficiencies when it comes to institutional needs.
BREAKING: Avalanche says it recorded $131.2 million in tokenized stock inflows over the past seven days, more than all other chains combined in its data.
BREAKING: AVALANCHE SURPASSES ALL OTHER CHAINS COMBINED IN 7D TOKENIZED STOCK INFLOWS
Avalanche saw $131.2M in tokenized stock inflows over the past 7 days, led by Securitize. This was an 8x over the second highest chain by inflows, and more than all chains combined.
ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e
this is an accumulation zone
running 6x its 90 day baseline, and over the last four days there was 35.7M of buying against 31.0M of selling. sellers didn't even win the red days. that's not distribution, that's someone accumulating while everyone else panics about the candle.
the honest read is that nothing moves until BTC does. it's sitting right on 82,875 and until that resolves every alt is just beta. PHA runs about 1.27x BTC so it goes where BTC goes, and it goes harder.
once BTC stabilises and picks a direction, this is the kind of chart that moves first. Venice running private inference on Phala, NEAR AI Cloud beside it, confidential AI past 202B tokens on sep 22. the fundamentals didn't change in four days, only the price did.
0.0512 is my line. above it i'm accumulating, below it i'm wrong.
mechanic is actually solid. GoldRush API revenue comes in as USDC and 95% of it buys CXT on market, plus they burn. supply is clean too, 972M of 1B out.
my thing is just where we are in the rotation. money moves down the cap curve in order. btc first, then the billion dollar alts, then 500M-1B, then 100-500, then 50-100, microcaps dead last. it doesnt skip steps.
dominance is still 58.2. alt season doesnt even confirm till under 55. i ran a scan on the whole market this week, 10 of the 11 coins with real volume expansion were mid or large cap. money hasnt left the top yet.
1.8M cap is like 4 rotations away from where the bid actually is.
We're excited to share that SOON has invested in @PhalaNetwork 's compute infrastructure and is now its major investor.
This is a core piece of the infrastructure we're building for the agent blockchain. Here's why.
Finance is moving onchain, and agents will follow
Crypto has always been inseparable from finance. Now the rest of finance is joining.
RWAs are one of the strongest trends in the market, and Robinhood is bringing US equities onchain at scale.
That process is only going to accelerate.
When capital moves onchain, financial agents follow. Agents that trade, hedge, rebalance, and manage risk around the clock will become some of the most active participants onchain.
Financial agents need privacy
Finance runs on confidentiality. Trading strategies, positions, counterparties, proprietary models: none of it can operate in public view.
That's where Phala comes in.
Phala's privacy computing, built on TEEs (Trusted Execution Environments),
lets agents run sensitive logic inside hardware-isolated enclaves, with results that can be verified without exposing what's inside.
For financial agents, that's a level of privacy that has never existed onchain before.
Compute for agents that launch their own chains
It goes further. As RSI agents start launching and operating their own SVM chains on SOON, they'll need compute to run, learn, and improve.
SOON will allocate part of our Phala compute to agents launching chains, so they can build and operate from day one.
An essential piece of the SOON stack
SVM chains that agents launch themselves. Private, verifiable compute to power them. Agents that keep getting better.
In the RSI era, Phala is an essential part of how SOON builds for agents. And we're just getting started.
Accelerate.