dyula

💔delta points🐰

[dyula @cryptofood]

I believe stablecoins earn institutional trust when redemption is boring by design

I believe in @squidrouter

[dyula @cryptofood]

@0xMiden congrats 🫡

[Token Terminal 📊 @tokenterminal]

Under-discussed: tokenized stocks may end up representing a larger market opportunity than stablecoins.

Global equities exceed $130T, vs $20T for USD M2.

If tokenization captures a meaningful share of each, the upside for equity issuers is structurally larger.

[dyula @cryptofood]

They seem to know something 💫

[Arkham @arkham]

THE ETHEREUM FOUNDATION IS STAKING ETH

The Ethereum Foundation just staked $46.2M of ETH. This is more ETH than they have EVER staked before.

[Artemis @artemis]

The Agentic Commerce Market Map

[degen poet @solanapoet]

who started the fire?

[dyula @cryptofood]

Banks freeze. Exchanges fail. My Bitcoin stays mine.

Just joined the @xverse Card waitlist. Self-custody meets the real world. ₿ 💳

Get in: https://t.co/1afaXevi8m

[Arkham @arkham]

ARKHAM’S MOST UNDERRATED FEATURE

Here’s a feature on Arkham most people don’t know about, but can save you HOURS of research time.

Tag Pages are lists of the largest entities/addresses grouped by theme. Use them to find new entities to track, trace & set alerts on. Here’s how:

[DCo @Decentralisedco]

85% of all major token launches in 2025 are trading below their launch price.

The median token is down 71% from its TGE. Every single $1 billion+ FDV launch is in red today.

We have been observing how emerging capital formation primitives are tackling the problem. An open internet requires better ways to distribute ownership and coordinate capital. There are four key players, each with distinct approaches to control and openness in today’s market.

1. @echodotxyz
Echo Token launches take place within a regulated, institutionally controlled, and vetted pipeline. Access is gated, compliance is required, and distribution happens through existing infrastructure, rather than permissionless public markets. The upside is credibility and structure. The tradeoff is clear; there is little room to be wrong in public, and failure comes with significant reputational consequences.

2. @MetaDAOProject
MetaDAO focuses on what happens after the capital is raised. It separates the act of committing capital from the act of spending it. The underlying assumption is that raising money is rarely the hard part. The harder problem is ensuring that capital is actually used as intended. Funds committed don’t automatically end up in a founder’s wallet. A futarchy is used to govern how capital flows. This enforces discipline around capital usage, but it does not do well with ambiguity. Early-stage products rarely have clearly defined outcomes upfront, and this structure assumes more certainty than typically exists at that stage.

3. @flyingtulip_
Flying Tulip starts with the problem of irreversible loss. Instead of raising funds and immediately spending them, the capital is parked. Tokens come with a built-in redemption option, allowing holders to always exit at a predefined floor. In simple terms, investors are not forced to rely purely on trust or future execution, and there is a mechanical way to limit downside.

However, this protection comes with constraints. Because capital must remain redeemable, it can’t be deployed freely. Spending must remain conservative, which naturally limits the pace of growth.

4. @BagsApp
Bags removes friction almost entirely, creating a fast and highly permissive version of capital formation. Anyone can launch a token. There is no screening or vetting process. Tokens trade immediately, and the market determines the next steps.

This optimises for speed and access, but it does so by giving up almost everything else. If something doesn’t work, the failure is public and permanent. Capital has no protection. Reputation often has no protection either, and in many cases, it’s simply exploited. Founders still earn fees, but participants and early believers absorb most of the downside.

Asset diversity and the changing nature of tokens require extremely differentiated primitives for capital coordination. There is a reason why the NYSE and Y-Combinator serve different stages of growth in a venture. We are likely to see a similar pattern with on-chain capital coordination primitives.

[dyula @cryptofood]

@ethereum 8004

[RWA.xyz @RWA_xyz]

https://t.co/6M3aj3JcoH

[boras.base.eth @0xBoras]

🟦 @baseapp Ecosystem Map // January Edition

[♡ Charlotte Fang 🪲 Crown Prince ❀ LOVE HEALS 💞 @CharlotteFang77]

My predictions for 2026:

The real gold and glory of our generation will be given to a newly emerging kind of person who is truly interested in change and is willing to take more risks with their career betting on technologies whose availability and utility are uncertain.

You need to be clear in yourself to survive the coming period of thought-chaos, because it will make you question your perception, your awareness, your presence... what is natural, what is true, what is real.

People who are distracted now, will be even more distracted later:

Jade Dragon Power Ching Hong Kong Bathouse White Tigress yacht Million Yen Stock Market Pacific Ocean Disappear.

[@321yugelbaraeb @321yugelbaraeb]

!siht tog eW !lla uoy ot 6202 raeY weN yppaH YREV a dna Merry Christmas !yaw eht lla elgnihC-ahC

[bearableguy123 @bearableguy123]

Cha-Chingle all the way! Merry Christmas and a VERY Happy New Year 2026 to you all! We got this!

[dyula @cryptofood]

I'm eligible for the Espresso airdrop 🥳. Check yours ⬇️ https://t.co/U4jL9ydoAk via @magna_digital

[Messari @MessariCrypto]

We are so back!

The Messari Theses for 2026 is live and available for free.

Jump into the full report now ⬇️

[dyula @cryptofood]

@GUNbyGUNZ make OTG great again 🎮

[dyula @cryptofood]

I've been Making. The. Jump 😌
@jumperapp
Check out my Jumper Wrapped 2025 💜 #jumperwrapped
https://t.co/0y4pRJheRk

[a16z crypto @a16zcrypto]

It's time for our annual big ideas.

Here are 17 things that various a16z crypto partners (plus a few guest contributors) are excited about for what’s ahead in 2026.

On topics ranging from agents and AI; stablecoins, tokenization, and finance; privacy and security; to prediction markets, SNARKs, and other applications… to how we’ll build.

Find the full post here: https://t.co/6rAWuZ1YkU