gen

@mirana | prev @Delphi_Digital

[gen @genye0h]

@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 built– real-time, global, programmable, and intelligent from day one.

Read more here!👇

[Mirana Ventures @mirana]

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 🧵

[Mirana Ventures @mirana]

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 🧵

[UR @UR_global]

Introducing UR — 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.

[gen @genye0h]

@ramraiding whale

[gen @genye0h]

@0xkyle__ U sent it to new ATHs

[gen @genye0h]

my greatest achievement in life is that i was in before 0xkyle

[Kyle @zeroxkyle]

https://t.co/dzO0s4HCDO

[gen @genye0h]

@XtineFang @goodalexander @Gold_Mansack @diogenes @0xkyle__ @colinchoo @lukasruppert @0xDiplomat @Dissensio_Owl @0xErns Summer Pavilion is good stuff

[gen @genye0h]

@Defi_Maestro Congrats!!!!!!

[gen @genye0h]

Whether you’re a founder pushing the frontier of payments or an investor backing the next wave, I'd love to chat!

[Mirana Ventures @mirana]

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.

[0xWeng @wengevar]

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 $MNT’s current market cap.

[gen @genye0h]

@0xkyle__ why mnt lagging 🫩

[gen @genye0h]

Crypto VCs apeing into treasury plays are basically liquid funds right??

[gen @genye0h]

@FloodCapital okay

[gen @genye0h]

@ramraiding LMAO

[Mantle @Mantle_Official]

Just a few hours away 👀

[gen @genye0h]

Keen to buy at $50M FDV too x

[Xtine Fang @XtineFang]

https://t.co/de1dSkonZF

existing cap table pls reach out for OTC

willing to bid size at $50m FDV 👉👈

DMs are open

[Mirana Ventures @mirana]

Hyperliquid led with a product users love, prioritizing demand over infrastructure and laying the foundation for a thriving ecosystem.

Here’s our thesis on why it's shaping up to be the category leader
(co-authored with @hypurr_co): 🧵👇

[gen @genye0h]

Hyperliquid

[HypurrCollective.hl 🐱 @hypurr_co]

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.

Let’s dive in. 🧵👇
https://t.co/exE8Fc5Ewn

[Damon Lye @damon_lye]

Pls bring back Kamala. I'll stop saying retarded. I'll use your pronouns. I'll share my toilet.

[gen @genye0h]

AHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH

[gen @genye0h]

Anyone miss sleepy joe yet?