fernandoenrile

2nd Hokage of SecurityCompliance| Fintech | Crypto | seeker of market disruptor | Silicon Valley native | My opinions are my own | God bless America

[fernandoenrile @fernandoenrile]

@theallinpod is like a master class in tech and economics, and the bantering is fun. World's best podcast. Thanks @chamath @DavidSacks @friedberg @Jason for bringing this to the world.

[The All-In Podcast @theallinpod]

🚨 besties are back!

-- trump ai speech & action plan

-- dc ai summit recap

-- hot gdp print

-- no fed cut

-- major trade deals

-- sam altman warns no privacy on ai chatbots

(0:00) bestie intros!

(1:44) recapping "winning the ai race" in dc: trump's speech, best moments, key takeaways

(16:39) ai executive orders, unbiased ai, spiciest moments

(34:32) copyright, fair use, and patents in the age of ai

(56:37) sam altman highlights ai chatbot privacy issues

(1:02:48) hot gdp print, fed refuses to cut, major us-eu trade deal

[Michael Saylor @saylor]

₿usiness as usual.

[FalconX @FalconXGlobal]

Honored to be recognized by @HashKeyGroup at its annual HashDay Gala alongside some of the leading firms in digital assets.

Thank you to the HashKey team for the recognition and continued partnership. We look forward to building together as the institutional digital asset ecosystem continues to grow.

[mert @mert]

as someone who has actually been here since inception, this is rather funny

you see a version of this every 5 months for years

Solana is in the best place it's been in since inception

- leads RWA growth
- leads spot
- leads scale with more scale than all other chains ***combined*** including "newcomers"
- is not a multisig server
- just got 2x faster
- just doubled blockspace
- just passed disinflation proposal
- has the highest number of rev generating startups
- *does* have a great path w.r.t perps with a dozen integrations coming up
- has an upcoming most scalable privacy and private defi layer in all of crypto
- is the most battled tested blockchain at mass scale in existence
- is top 2/3 in literally everything

this is not to say it is perfect or is without its troubles. it has a lot of work to do. and the best track record for doing it.

it is simply to say "it's in the most perilous place it's ever been in" is nonsense slop

trillions

[Michael Saylor @saylor]

Strategy has acquired 4,603 BTC for $370M, increased USD Cash by $29M, and repurchased $152M of $STRC. As of 8/30/26, we hold 845,050 bitcoin:native and $6.71B of USD Assets, bringing Net Leverage to 0.0%. $MSTR https://t.co/XAAEZV5Gil

[SolanaFloor @SolanaFloor]

BREAKING BIG: @Solana’s double disinflation proposal has passed after Yes votes climbed above the 66.67% threshold in the final hour of voting.

The proposal will double disinflation to 30%, reducing projected $SOL issuance by 18.9M SOL ($1.47B) over six years.

[mert @mert]

AFTER 500 CALLS IN THE PAST FEW HOURS WE GOT ALL THE VOTES IN THE LAST SECONDS AND PASSED THE DISINFLATION PROPOSAL BY A LITERAL HAIR

THANK YOU TO EVERYONE WHO WAS OPEN TO CHANGING THEIR MIND

LETS GOOOOOOOOOOOOOO WE DID IT

SOL $1,000

[Solana @solana]

BREAKING: Charles Schwab to add Solana to Schwab Crypto

Direct SOL access for 39.9M brokerage accounts, sitting on $13.04T in client assets

[mert @mert]

back in 3 digits

let the hate flow through you

[Raghu Yarlagadda @2Ragu]

At last week’s CFTC Innovation Advisory Committee meeting, I shared a builder’s perspective on what greater regulatory harmonization could unlock. Thank you @ChairmanSelig and the @CFTC for hosting an excellent discussion.

My main points:
- Markets are converging rapidly. Customers increasingly want crypto, commodities, equities and prediction markets on one infrastructure.
- Regulatory coordination can help foster this innovation. As builders expand across asset classes, greater alignment between agencies could streamline the process to bring new products to market responsibly.
- At FalconX, we have spent the last three years building and operating our CFTC-registered swap dealer. We have seen firsthand the value of rigorous regulation and believe there is an opportunity to preserve those high standards without rebuilding the entire process across agencies.

Greater SEC-CFTC reciprocity could make it materially more efficient to build the next generation of multi-asset markets in the U.S.

[Michael Saylor @saylor]

Send more ₿ears.

[Coinbase 🛡️ @coinbase]

America is winning the crypto race.

CLARITY gets us over the line.

[Michael Saylor @saylor]

The Need for ₿itcoin.

[Michael Saylor @saylor]

Take the orange pill.

[Raghu Yarlagadda @2Ragu]

Institutions increasingly want to trade every asset 24/7 and settle instantly - RWA trading volumes have grown ~100x over the last year. Supporting that market at scale needs institutional-grade credit.

Our $1B secured lending facility with @ethena is an important step toward building that capacity.

Thank you @scarletfu and Dushyant Shahrawat for having me on @BloombergTV.

[Michael Saylor @saylor]

Strategy, amplified.

[Joshua Lim @joshua_j_lim]

quick thoughts:

BTC clearly led the move higher off the 60k floor we sat on most of the summer

BTC will always be a debasement hedge and this narrative is now everywhere

the treasury announcement for support in the long bonds is a clarion call to the market and a form of easing that crypto has historically always loved

there is a real paradigm shift brewing and crypto deserves a repricing

retail / Korea / tradfi had abandoned crypto for AI / equities / commodities and are now flooding back

with such a strong move in BTC already, it's possible we see BTC stall out / slow down its rally in favor of a catch-up rotation into other forgotten altcoins: e.g. BCH, which folks are grabbing for market beta

weak altcoin narratives becomes stronger and justifiable to PMs and investment committees when coupled with this sort of price action tailwind. keep that in mind when thinking about cutting risk / setting price targets or evaluating theses in this type of mkt environment

rationality goes out the window in this type of mkt euphoria

[U.S. Securities and Exchange Commission @SECGov]

🚨 TODAY: The SEC proposed new rules, “Regulation Crypto Assets,” that would create a clear and fit-for-purpose framework for certain investment contracts involving crypto assets.

[Michael Saylor @saylor]

8 ₿illion to serve.

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡ Ethena launched a $1B secured lending facility with FalconX to back USDe with institutional credit instead of relying solely on crypto funding rates.

[mert @mert]

still crazy to me you can trade 1-1 backed and fully redeemable US stocks with nothing but an internet connection

and this effort is still very young, expect many more assets

list everything and trade anything on solana