@isc_mirana and I wrote about where the biggest opportunities are emerging in New Financial Infrastructure.
From agentic commerce to embedded finance, a new stack is being builtโ real-time, global, programmable, and intelligent from day one.
Read more here!๐
1/ A new layer of financial infrastructure is being built from scratch: real-time, global, programmable, and intelligent from day one. It's being enabled by a common set of primitives: stablecoins, tokenization, smart contracts, open APIs, and AI.
Here's where we see the most compelling opportunities ๐งต
1/ A new layer of financial infrastructure is being built from scratch: real-time, global, programmable, and intelligent from day one. It's being enabled by a common set of primitives: stablecoins, tokenization, smart contracts, open APIs, and AI.
Here's where we see the most compelling opportunities ๐งต
Introducing UR โ your go-to unified crypto and fiat account with 0 off-ramp fees and access to multiple fiat currencies.
Bringing back the freedom, transparency and ownership that money was always meant to offer.
1/ Fintech 1.0 transformed finance, but major gaps remain across geographies and product categories. Stablecoins emerge as Fintech 2.0: global, programmable, and 24/7.
@isc_mirana examines the QED & BCG Fintech 2025 Report to uncover where Fintech 1.0 stalled and the opportunities for stablecoin-native fintechs to power the next frontier of global finance.
Agree with @Defi_Maestro. $MNT is looking good here.
- Strategic integration between @Bybit_Official and @Mantle_Official: This recent move positions $MNT as Bybit's core utility token, similar to BNB for Binance. Helen (Bybit co-CEO) and Emily (Head of Bybit Spot) joining Mantle as Core Contributors sends a very clear signal that Mantle is a main focus for Bybit in the near to medium term.
- Favorable supply-demand dynamics: $MNT treasury owns $3.1B of MNT tokens, which represents roughly 50% of total supply. Bybit probably owns another significant chunk of the supply. On the supply side, Bybit's emphasis on the Mantle ecosystem implies limited near-term selling pressure from the team / treasury. In addition, Mantle DAO might vote to buyback/burn $MNT tokens with significant revenues. On the demand side, we will likely see pro traders and institutions acquiring $MNT to secure fee discounts and VIP tiers. Most tokens will be deposited directly into Bybit, further reducing tradable float.
- Valuation gap vs. peers: Based on trailing 12-month trading volumes for the top three exchanges: $MNT is at 0.8x market cap / gross trading fee multiple vs. $BNB at 7.9x vs. $OKB at 1.4x. There is significant re-rating potential if $MNT converges toward peer multiples
- Strong treasury backing: Mantle controls a $4.2B treasury, the largest among community-owned treasuries. Even excluding its 73% stake in $MNT, it still holds about $1.3 B in quality assets (mETH, BTC, ETH, and stablecoins), equal to 36% of $MNTโs current market cap.
Hyperliquid led with a product users love, prioritizing demand over infrastructure and laying the foundation for a thriving ecosystem.
Hereโs our thesis on why it's shaping up to be the category leader
(co-authored with @hypurr_co): ๐งต๐
Arise Hyperliquid, the Monarch of Finance.
Excited to publish this 12 page thesis on @HyperliquidX and its' ecosystem with @mirana - One of the most active funds around.
In this article, we go in depth into what makes Hyperliquid special, the upcoming catalysts $HYPE sees; and potential applications around Builder Codes, HyperEVM, Precompiles and System Contracts; enabling a flourishing ecosystem.
Letโs dive in. ๐งต๐
https://t.co/exE8Fc5Ewn