Lucian

Investments & Strategy // @oviohq, M&A, Ernst & Young // NFA

[Lucian @lurb__]

Crypto spent years rejecting TradFi. Now the biggest deals close because buyers can finally run a DCF.

Full article here: https://t.co/FghWr6b86F

TL;DR below 👇

[Lucian @lurb__]

@0xluude @defiscan_info Not many want to do the hard things.

[Lucian @lurb__]

@_chenglou Highly doubt that

[Lucian @lurb__]

@cryptoleon Fake News. Alle viel zu nett um deutsch zu sein.

[Lucian @lurb__]

@Saccc_c First impression when I saw Vin: though he was going to drop a couple of freestyle verses. Thanks for sharing this. Great content

[Lucian @lurb__]

@ZeusRWA Eyy welcome, welcome!

[Lucian @lurb__]

@TheNoochGoodler @lilyofashwood 😂

[Lucian @lurb__]

That's exactly what it will be. RWA = underlying of DeFi. DeFi to build mechanisms to allow for a higher margin. DeFi protocols take the risk, while institutional money remains low risk, as they are "only" the collateral. This brings massive stability to the market. The tech is not fully there yet, which is why Morpho (first mover) and a few others are getting so much attention.

[Lucian @lurb__]

@Snapcrackle Great read - appreciating the long form version. I know how much effort goes into this.

[Lucian @lurb__]

@grahamfergs @Securitize @NYSE Setting the standard

[RedStone ♦️ @redstone_defi]

1/ Co-authored with @gauntlet_xyz and @Dune

With contributions from @Securitize, @centrifuge, @SuperstateInc, @OndoFinance, @Spiko_finance, @WisdomTreeFunds, and others building this market in practice.

Full report: https://t.co/tp4Dery5Ov

[Lucian @lurb__]

@levelsio bomb defused

[Lucian @lurb__]

@AlexFinn Making this claim in March is a confident one.

[Lucian @lurb__]

@jserna Nope, just a lot of nothing going on here

[Lucian @lurb__]

@euacchq @benvdv Big win. Battle is not over but we will get there.

[Lucian @lurb__]

@grahamfergs @jserna - still publishes his articles on Medium. There is no better signal.

[Lucian @lurb__]

@depindaddy @masonnystrom @grahamfergs And?

[Lucian @lurb__]

@masonnystrom @grahamfergs I guess he actually wants to read your thinking and not just rely on a picture. Got a paper that backs this?

[Lucian @lurb__]

@grahamfergs This: https://t.co/CUtblqPjOd

[Lucian @lurb__]

Web3 didn’t “come back” in 2025.

It changed shape.
The market shifted from narrative-driven cycles to infrastructure-driven behavior.

Full article here: https://t.co/itjj7LcNwH

TL;DR below 👇

[Lucian @lurb__]

@yesjess Ganz genau 👍

[Lucian @lurb__]

@0x_swag Time to get the Nintendo 64 sealed up too!