Coinbase is the winner of AI native finance and they just launched:
- Tokenized stocks
- Thematic indices
- Prediction markets
- Combos in Predictions
- PreIPO stocks
- AI powered investment advisor
Absolutely incredible.
@coinbase is so back as the everything exchange for investors.
⚡️ NEW: A new framework categorizes crypto neobanks into five models: full-stack issuers, exchange-backed cards, DeFi-native cards, stablecoin-native neobanks, and remittance-first cards.
🚨 THIS IS STARTING TO LOOK LIKE A FULL BLOWN MARKET BUBBLE.
SpaceX is now worth nearly $3 TRILLION after just 4 days of trading.
The company loses $5 BILLION a year.
It has never made a profit.
It trades at 158x revenue.
Nvidia trades at 22x.
Amazon trades at 4x.
Retail investors buying today at $225 need SpaceX to become a nearly $6 TRILLION company just to 2x their money.
This is exactly what late-stage bubble behavior looks like.
"I think it's the fourth member of Mount Rushmore in crypto. Bitcoin, ETH, Solana and Chainlink."
Matt Hougan (CIO of @Bitwise) explains why the asset most institutions have never heard of might be one of the most important in the entire market.
As the man whose job is selling crypto to wealth managers and family offices, Matt sees what the average investor misses. And on @chainlink, he says they miss everything.
The lines that stuck with me:
"If you talk to the average institutional investor, they've never heard of Chainlink. And if you say the word Oracle to them, they think of the Greek Oracle of Delphi."
"Blockchains are going to increasingly interact with the real world. The only way they do that, basically it's like 75% market share, is through Chainlink."
"If Chainlink were a software company in a traditional C Corp wrapper, it would be one of the hottest tech plays in the market right now. It would be as hot as Circle."
"How do you gain exposure to stablecoins and tokenization? You buy Circle and you buy Chainlink."
The reason institutions don't own it yet? It's a token, the tokenomics are evolving, and that complexity scares people off. The ones who take the time to understand it see what he sees.
Thanks to @Matt_Hougan for joining me on @new_era_finance.
Comes the XPENG Robotaxi road test fleet!
Powered by industry-leading onboard computing power, it is China’s first fully self-developed, factory-fitted mass-produced Robotaxi.
Five months of limited road testing in Guangzhou confirms VLA 2.0 supports L4 autonomous driving.
"When we deal with payroll, privacy is key. If we really want money to move onchain, especially on an institutional level, Tempo had that embedded into their offering."
– @thierryEdde44 on launching @deel's stablecoin wallet on Tempo
USDAI is hiring across the org.
The team is growing as USDAI works toward the $1B goal in compute financing.
Open roles across capital markets, compliance, legal and engineering.
Come build the debt instrument for compute.
Five RWAF members. Five completely different jobs.
Tokenization of RWA’s is an entire stack being rebuilt onchain.
@plumenetwork - a chain purpose-built for real-world assets
@PreStocks - pre-IPO stocks, tokenized
@onrefinance - tokenized reinsurance
@orca_so - liquidity so RWAs can actually move
@MuDigitalHQ - Asian-backed private credit
🌊🚀 China inaugura el primer centro de datos submarino alimentado por energía eólica del mundo
Ubicado a 30 pies bajo el mar y a 10 millas de Shanghai, utiliza más del 95% de electricidad verde.
Reduce el consumo energético en 22.8% y elimina completamente el uso de agua.
Una nueva era en la infraestructura de IA que desafía paradigmas tradicionales.
NEW: Standard Chartered initiates coverage of Uniswap.
The bank forecasts UNI will rise from roughly $2.50 today to $100 by 2030 — a 40x increase.
The thesis: tokenized assets active in DeFi grow 37x this decade, and Uniswap becomes a core piece of trading infrastructure for traditional finance as trillions of dollars move on-chain.