Rabbit | Financial Infrastructure

Mapping the multi-quadrillion shift to the global ledger. 🌐 Institutional research on financial infrastructure. Bridging legacy capital & cryptographic rigor.

[Rabbit | Financial Infrastructure @RabbitVantage]

https://t.co/jhtdtkMFmc

[Alex 👽 @AlexesNakamoto]

Prophecy fulfilled.

Raoul Pal’s investment track record remains unmatched.

Zcash -50% and still falling.

[Rabbit | Financial Infrastructure @RabbitVantage]

All it took was saying I'd bought Zcash for it to crater. @RaoulGMI

[Rabbit | Financial Infrastructure @RabbitVantage]

@ARiHBARi @ForteAUD @LayerZero_Core @StargateFinance 😂😂😂

[Rabbit | Financial Infrastructure @RabbitVantage]

All the LINK fanatics telling us it was the end of LayerZero and that CCIP would be the most used: #LINK #ZRO #CIRCLE

[Rabbit | Financial Infrastructure @RabbitVantage]

The rumored SEC innovation exemption allowing tokenized stocks on DeFi is the definitive bridge TradFi was waiting for.

With stablecoins above $300B and chains like @solana hitting $2.8B+ in RWA, the ledger is now the settlement engine for global capital.

#RWA #DeFi #Ethereum

[Rabbit | Financial Infrastructure @RabbitVantage]

Stables are shifting from static cash into active, yield-bearing market architecture.

The integration of $frxUSD across Aave as productive collateral and Scale as base liquidity shows where smart money is routing.

Less custodial leeches. More programmatic onchain plumbing.

[Rabbit | Financial Infrastructure @RabbitVantage]

@cryptodotnews This is the institutional signal. Cross-chain infra stops being a narrative when exchanges choose one rail for wrapped collateral. Security, finality and operational trust become distribution. That is where oracle networks start looking like market structure.

[Rabbit | Financial Infrastructure @RabbitVantage]

@randgroup This is the right frame. The real RWA unlock isn't tokenizing a claim and calling it innovation. It's rebuilding issuance, transfer, collateral and settlement on shared rails. Wall Street is copying the system because the back office is the product.

[Rabbit | Financial Infrastructure @RabbitVantage]

@rookie_of_Ph Yes, but now Hyperliquid captures a large portion of the yield Circle generates with that USDC."

[Rabbit | Financial Infrastructure @RabbitVantage]

@ZenithFdn Is it possible to know which DeFi protocols and teams are currently using Zenith in the testing phase? @HeslinKim

[Rabbit | Financial Infrastructure @RabbitVantage]

@YashasEdu @AerodromeFi @arc Hey, quick correction: the ~10T daily FX volume includes everything (swaps, forwards, options, etc.). According to the BIS 2025 survey, spot FX is only ~3T (~31%). Since Aero is a spot DEX, the realistic initial opportunity for the thesis is on those ~3T, not the full 10T.

[Rabbit | Financial Infrastructure @RabbitVantage]

Apollo ---> ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2
Citadel + Ark ---> ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd
Blackrock ----> ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984
and now:
Blackrock + Ark+Ice+Apollo---> $ARC

[Rabbit | Financial Infrastructure @RabbitVantage]

$77B USDC in circulation. $21.5T in transaction volume. A new $3B network (Arc) backed by the titans.

While people argue about "decentralization," Circle just quietly finished capturing the infrastructure of the future. The Agent Stack is the real alpha: giving AI agents the power to spend. Finance is becoming a low-entropy game, and humans are becoming optional.

[Rabbit | Financial Infrastructure @RabbitVantage]

$77B USDC in circulation. $21.5T in transaction volume. A new $3B network (Arc) backed by the titans.

While people argue about decentralization, Circle just quietly finished capturing the infrastructure of the future. The Agent Stack is the real alpha: giving AI agents the power to spend. Finance is becoming a low-entropy game, and humans are becoming optional.

[Rabbit | Financial Infrastructure @RabbitVantage]

@chainlink Not exactly the kind of seriousness you'd expect from a company that's supposed to move trillions in the future.

[Rabbit | Financial Infrastructure @RabbitVantage]

The signal in crypto right now is not another meme rotation.

It's the convergence of tokenized stocks, stablecoins, and security rails.

RWAs are compounding and major protocols are replacing legacy bridges and oracles.

The trade is financial plumbing. #RWA #Stablecoins #DeFi

[Rabbit | Financial Infrastructure @RabbitVantage]

@OndoFinance @WSJ @iandebode That is the right frame. Tokenization stops being a crypto narrative once the largest asset managers and banks treat it as a market-structure upgrade for collateral, settlement, and distribution.

[Rabbit | Financial Infrastructure @RabbitVantage]

@chainlink @KelpDAO @SolvProtocol @re @tydrohq This is the deeper signal. Protocols are not just choosing better tooling, they are standardizing on security as core financial infrastructure. Once major DeFi protocols start replacing legacy bridges and oracles at scale, capital routing becomes a trust decision first.

[Rabbit | Financial Infrastructure @RabbitVantage]

@OndoFinance @iandebode Tokenized stocks matter for the same reason stablecoins mattered early: they turn familiar financial products into programmable collateral and distribution rails. The unlock is not access alone. It is what happens when brokerage logic becomes composable.

[Rabbit | Financial Infrastructure @RabbitVantage]

People lose in the stock market because the market is a wildfire of random data and events. Maintaining internal order against such entropy requires a mental energy expenditure that the human brain simply cannot sustain. Ultimately, to stop the suffering (and save energy), the investor makes impulsive decisions or flees at the worst possible moment.