The Way You Make Money Is By Not Being Part of the Crowd
@sjolewis, Partner at @mercuryfund, argues the biggest opportunities often emerge where consensus investors aren't looking.
“The Best Work Happens In Your Zone of Genius”
@mercuryfund Partner @sjolewis explains why many startup founders thrive at zero to one building but struggle once companies scale.
“Stablecoins Are Crypto’s Killer App”
@opentrade_io CEO @BTC_Dave explains why yield infrastructure could become one of the most important layers powering the global stablecoin economy.
Stablecoins Are Creating a New Financial System
"Yield is gonna be the next big thing"
In Episode 14 of Layer One, @imyoungsparks and co-host @AvaLabs President @John1wu are joined by @opentrade_io CEO David Sutter (@BTC_Dave) and @mercuryfund Partner Samantha Lewis (@sjolewis) to break down the rapid growth of stablecoins and why yield infrastructure could become one of the most important layers of the onchain financial economy.
OUTLINE
00:00 - Introduction
01:26 - Bitcoin Origins
02:46 - Mercury’s Thesis
06:09 - Stablecoins Win
08:47 - Yield Infrastructure
11:58 - OpenTrade's Model
20:59 - Stablecoin Adoption
31:32 - Clarity Act
38:07 - AI and Blockchain
51:46 - Bear Market Builders
55:31 - Closing Thoughts
An XDC Leveraged ETF Is in the Pipeline?
@XDCNetwork's @TravisJohn says a 2x leveraged XDC ETF is being explored as institutional appetite around trade finance and tokenized infrastructure grows.
Stablecoins Are Becoming Global Payment Rails
@XDCNetwork's Head of Institutional explains how regulated stablecoins are starting to power real cross border commerce and fiat settlement flows.
Stablecoins Are Now Legit Corporate Money
@XDCNetwork's Travis John explains why stablecoin regulation could become a major unlock for global trade finance and enterprise settlement.
One week to go to @proofoftalk in Paris!
It's not too late to get a ticket to one of my favourite events on the calendar.
@TheBlockCo will also be running the official livestream from the Louvre Palace.
Either way, I'll see you there 🤝
The White Papers EP4:
The $15 Trillion Industry XDC Is Targeting 🎯
"This is one of the few use cases that actually work."
@XDCNetwork Head of Institutional Travis John explains how XDC is using blockchain infrastructure to modernize the trade finance industry by bringing it onchain.
OUTLINE
00:00 - Introduction
00:50 - Understanding Trade Finance
01:25 - Why Blockchain Fits
02:35 - Why Trade Is Still Paper-Based
04:50 - Fraud in TradFi
06:28 - Tokenized Payments
07:34 - Trucking and SMEs
09:29 - Banks Join XDC
12:36 - Stablecoins Unlock Trade
15:17 - The Onchain Future
20:37 - What’s Next for XDC
“Everyone Was Calling Solana a Ghost Chain”
@Jito_Labs co-founder & CEO @buffalu__ reflects on building through @Solana’s darkest stretch and why @Jito_sol chose to double down instead of walking away
Lucas Bruder: “Solana Is Already Eating Ethereum’s Lunch”
@jito_labs co-founder & CEO @buffalu__ says @solana's speed, cost, and onchain liquidity lead are pulling new crypto users away from @ethereum.
OG @solana builders deserve a medal for staying in the fight after FTX collapsed.
2 years ago I asked @toly about the tenacity of Solana ecosystem builders that chose to fight for survival.
@jito_sol founder @buffalu__ reflects on their choice to not give up.
@TheBlockCo
'Memecoins were the best thing to happen to @solana because it stress-tested the protocol so much."
Banger quote from @TheBlockCo chat w/ @jito_sol founder Lucas Bruder at @consensus2026.
Solana is maturing into the protocol for future stock markets.
@buffalu__@jito_labs