mark

onchain maxi - yielding at dialectic

fmr morpho, optimism, coinbase

[mark @i0xmark]

@ebonylewkovitz @hosseeb @dragonfly_xyz fantastic podcast

[mark @i0xmark]

@sadbryce sry

[Makina @makinafi]

Someone should loop this 👀

[mark @i0xmark]

@sadbryce @turnkeyhq 10x founder

[Ryan Zurrer @kukulabanze]

@Dialectic_Group is open-sourcing our SpaceX valuation thesis and model.

Memo: https://t.co/JwoAfOplCE

@SpaceX is pushing humanity into a Sci-Fi, multi-planetary future. Vertically integrated with launch, global connectivity infra, orbital data centres, compute manufacturing and eventually celestial exploration - all of which is accelerated by a maximally truth-seeking AI and a mission-driven corporate culture of ‘shocking competence’. SpaceXAI presents a unique valuation challenge to model.

@Dialectic_Group presents a time-weighted probabilistic sum-of-the-parts DCF that values each of the 12 businesses across Space, Connectivity and AI + Digital. We also considered comparables and market signals. Given our compounding machine, we intend to accumulate within range and produce the best risk-controlled yields on this asset. We note the inspiring potential upside given the infinite possibilities of space. NFA

Open-sourced (CC BY 2.0): https://t.co/a8zUsoUuY1

[Dialectic @Dialectic_Group]

https://t.co/Feutk0X3Zt

[mark @i0xmark]

@JelsenChirstino @Selkis_2028 Elite comment

[mark @i0xmark]

might sell my ETH (rage bait), but i am far from selling my coinbase stock.

prediction: coinbase will become a bank with the caliber of goldman sachs in its prime, with CBAM at arms length distance, but rebranded to something far more sexy like a citadel.

side note: robinhood will always and forever stay consumer.

[mark @i0xmark]

@blc_16 @AnthropicAI legendary shit post

[mark @i0xmark]

@shahh of course it did

[Ginza @Ginzacrypto]

$XPL is valued at 1 billion

It has the daily revenue equivalent of a Happy Meal

[mark @i0xmark]

@_choppingblock @TrustlessState Bro they did you dirty on this one

[mark @i0xmark]

@TrustlessState @RichLassiterMD AI and privacy thesis in play.

[mark @i0xmark]

"Stablecoins now power $33 trillion in annual on-chain volumes" - where tf is this happening?

[mark @i0xmark]

@OndoFinance Shocked. Condolences to the family and his team at Ondo.

[mark @i0xmark]

@kartikhq obsessed with your work

[mark @i0xmark]

@jonah_b A+ post - super interesting idea

[mark @i0xmark]

@lordjorx Insane pick up - very excited

[mark @i0xmark]

@sonyasunkim @itsbhaji @TFGolden @QuaintM @Philfog Every panel should look like this

[Makina @makinafi]

The Senior Royco USDC Machine crossed $10m in TVL since its launch one month ago.

Senior Royco USDC is designed to manage and deploy USDC capital exclusively into Senior tranches across Dawn markets.

Keep building @Dialectic_Group and @roycoprotocol 🤌

https://t.co/IJxwjltizN