Guilherme Giserman

Crypto e global equities. Tendências estruturais, história, tecnologia, AI. Wharton MBA.

[Guilherme Giserman @ggiserman]

A nova "febre" onchain: Pokemon trading cards tokenizados.

[Guilherme Giserman @ggiserman]

Ações tokenizadas estão ganhando escala: o volume diário negociado em DEXs atingiu um pico próximo de US$ 1,8 bilhão em setembro, segundo o gráfico da Blockworks. A forte aceleração ao longo de 2026 mostra a blockchain ganhando espaço na negociação de ativos tradicionais.

[Guilherme Giserman @ggiserman]

Ainda é possível minerar Bitcoin no seu PC com recompensa de 200k usd, mas é tipo ganhar na loteria 😅

https://t.co/IIopHIn8N0

[Guilherme Giserman @ggiserman]

Prediction Markets já são 70% do volume on-chain das decentralized exchanges. Crescimento exponencial nas últimas semanas (fonte: Re7 Capital). Será que esse vai ser o "killer app" que faltava em crypto?

[Guilherme Giserman @ggiserman]

@dlawant @Bradesco Mais uma aula do meu amigo @dlawant. E a dica cultural me surpreendeu tb 🙌

[Guilherme Giserman @ggiserman]

Excelente conversa com @dlawant sobre Cripto, a institucionalização da classe de ativos e o overlap com AI, no @Bradesco Insights.

https://t.co/j5vBxZFKmQ

[Guilherme Giserman @ggiserman]

@pauloghedini

[Guilherme Giserman @ggiserman]

Happy 4th and 250th! Still the greatest experiment in freedom. God Bless America 🇺🇸

[Guilherme Giserman @ggiserman]

Bolsas globais: 167 tri usd. Bolsa US: 80 tri. E Brasil... nem 1 tri. Cada uma das 12 maiores empresas americanas é, individualmente, maior do que a bolsa brasileira inteira.

[zerohedge @zerohedge]

Global stock market cap: $167 trillion. The US is half of that.

[Guilherme Giserman @ggiserman]

Historicamente, outubro é um dos meses mais fortes para o BTC: retorno médio de +13,4%, mediana de +10,9% e 67% de meses positivos. Agosto e setembro, por outro lado, aparecem como os meses sazonalmente mais fracos.

[Guilherme Giserman @ggiserman]

Happy Bitcoin Pizza Day 🍕

[Guilherme Giserman @ggiserman]

Cada vez mais a economia real e financeira será movimentada on-chain. Desde real estate até ações tokenizadas, em poucos anos as mudanças serão grandes.

[Guilherme Giserman @ggiserman]

😮

[everstake.eth (💙,💛) @eth_everstake]

Ethereum just made history.

$ETH became the fastest asset ever to reach a $500B market cap, beating every major company and Bitcoin.

Thread: 👇

[Evan @StockMKTNewz]

The United States 🇺🇸 currently controls 69% of the world’s AI computing power

[Ilan Solot @isolot]

In the sultry world of DeFi, @HyperliquidX is quietly slipping into the ménage à trois between @ethena, @pendle_fi and @aave.

Here are the first two acts.

Act 1: The Seduction of Yield

Here’s how the romance unfolds: (a) Ethena’s USDe stablecoin – or “synthetic dollar” – promises tantalising yields from shorting perpetual futures. (b) USDe falls into Pendle’s arms, which decomposes it into Principal Tokens (PTs) with a fixed yield (say, 10%). (c) PTs serve as collateral on AAVE, unlocking their full potential for borrowing USDC at a lower rate (say, 6%). (d) The borrowed USDC runs back to Ethena, reborn as fresh USDe, closing the loop—ready to do it all over again.

Watch the moment Pendle invites Ethena and AAVE for the ride of their lives. https://t.co/qEVw6j7R5V

This affair is worth over $4B, representing most of Ethena’s deposits on AAVE and the lion’s share of Pendle’s TVL.

I think much of the chemistry between these protocols has to do with EVM composability and proximity across the TradFi↔DeFi and Offchain↔ Onchain axes (see chart).

Act 2: Hyperliquid’s Irresistible Charm

Its maturing Layer 1 — the HyperEVM — becomes the irresistible fourth.

Pendle and Hyperliquid already share a history with ~$300M TVL from the HyperEVM already in place. And Pendle’s new Boros funding-rate markets seem destined for Hyperliquid perps.

Ethena uses Hyperliquid perps, and USDe is rapidly getting embedded in both Core and the HyperEVM.

AAVE's relationship with Hyperliquid is still tenuous, mainly through a new partnership with @hyperlendx, a “friendly fork.”

Let’s hope Act 3 doesn’t end the same way Woody Allen’s screenplay did: a tragedy of basis trades, flattening contango, and post-airdrop blues.

[Guilherme Giserman @ggiserman]

"Bitcoin Briefly Becomes Fifth-Largest Asset: it reached a new all-time high, briefly pushing its market cap to approximately $2.43trn, temporarily overtaking Amazon as the world’s fifth-largest asset. It has since settled into sixth place." - Tagus Capital

[Guilherme Giserman @ggiserman]

Com @pauloghedini entendendo a interseçāo de Neuroscience com AI. Professor Michael Platt no evento de @Wharton no @BTGPactual.

[Guilherme Giserman @ggiserman]

By @AxelBlikstad

As the BTC protocol celebrates its 16th anniversary, some fun facts about the BTC launch:

- The block reward for the Genesis Block is un-spendable

- The BTC software wasn´t live on January 3rd, 2009

- The Times article is a time stamp

- Satoshi did not ´pre-mine´ BTC

- Satoshi had to mine the Genesis Block himself

- Block 9 is the 1st BTC block we know Satoshi mined

- The Genesis Block hash is different from other block hashes

- The Genesis Block was mined at a specific time

- The Genesis Block is the template for all blocks to follow

- BTC had no value at the time of launch

[Guilherme Giserman @ggiserman]

Histórico.

[Documenting ₿itcoin 📄 @DocumentingBTC]

President Trump signs executive order to develop a new strategic stockpile of Bitcoin for the United States

[Guilherme Giserman @ggiserman]

A executive order proibe CBDC no US.

[Eleanor Terrett @EleanorTerrett]

🚨NEW per my @FoxBusiness colleague @EdwardLawrence: The #crypto executive order has officially been signed.

Here are the details:

📌The Executive Order establishes the Presidential Working Group on Digital Asset Markets to strengthen U.S. leadership in digital finance.

📌The Working Group will be tasked with developing a Federal regulatory framework governing digital assets, including stablecoins, and evaluating the creation of a strategic national digital assets stockpile.

📌The Working Group will be chaired by the White House AI & Crypto Czar @DavidSacks and include the Secretary of the Treasury, the Chairman of the Securities and Exchange Commission, and the heads of other relevant departments and agencies.

📌The White House AI & Crypto Czar will engage leading experts in digital assets and digital markets to ensure that the actions of the Working Group are informed by expertise beyond the Federal Government.

📌The Executive Order directs departments and agencies with identifying and making recommendations to the Working Group on any regulations and other agency actions affecting the digital assets sector that should be rescinded or modified.

📌The Executive Order prohibits agencies from undertaking any action to establish, issue, or promote central bank digital currencies (CBDCs).

📌The Executive Order revokes the previous Administration’s Digital Assets Executive Order and the Treasury Department’s Framework for International Engagement on Digital Assets which suppressed innovation and undermined U.S. economic liberty and global leadership in digital finance.