Macro Investing - International Finance

interoperability and beyond

[Davide Alba @davide_will]

Reserve does not know which DTF will win.

But haystacks are cool.

🗣️ Nevin Freeman at Monetarium 2:

“Reserve is not actually that opinionated about exactly what any particular diversified portfolio should be.

The Reserve Protocol, as many of you know, but some of you may not, is a platform. It’s a piece of technology that allows anybody to create a decentralized token folio.

And by building a platform, we think that we can bring many, many, many more such products into the world than if we just tried to launch them individually ourselves.”

“An 80-year progression of how the world has held equities. […] clearly [shows] we went from holding assets individually to, over the course of those years, holding more and more assets in bundles.

If you think that the forces that apply to ordinary assets will apply to tokenized assets – and I don’t see why they wouldn’t – then over the long course of time, we think that the same progression is likely to happen. People are going to hold more and more assets in bundles.

How exactly are they going to do it? Which technology are they going to do it with? Well, we’re not sure yet, but that’s what we’re building for.

And so we think that this wave, it’s a slow-moving wave, but it’s very big and powerful.
We think that this is going to repeat itself. We think that that's going to happen in the case of DTFs as well.”

“So, if that's right, then before we get to the point of topping CoinMarketCap, you would see something like getting to a billion-plus in some sort of S&P 500 of crypto-type DTF.

It’s kind of the most boring DTF you could imagine, just a broad crypto market index. And I think that is a reasonable bet for what could get large first, just based on this basic force.”

[precis0x @precisox]

El ingeniero que creó claude code acaba de soltar un video de 28 minutos donde te enseña a escribir prompts que realmente funcionan.

He visto cursos de 300 dólares que no llegan ni a la mitad de lo que explica en los primeros 10 minutos.

Archivos CLAUDE.md, atajos de memoria, sesiones paralelas y patrones de prompting que cambian el juego.

Todo en un solo video y completamente gratis.

Da igual si eres desarrollador, principiante o ya llevas meses usando Claude. Esto te va a volar la cabeza.

[Axelar Network @axelar]

Every hacking and stolen money incident harms the trust users place on our blockchain systems as a whole and delays adoption of the global worldwide ledger we're envisioning. We stand with the @LayerZero_Core team as they're navigating this difficult situation and rebuilding trust.

Each such incident is a learning opportunity for the whole community, and in this case, us, the rest of the interoperability ecosystem. While we're still waiting for the forensic evidence to come out for the final verdict, we're reminded there's multiple safeguards to building safe bridges, and all of them must be taken care of to effect security-in-depth. First, secure the opsec of the bridge operators, validators, and verifiers with correct incentives and training, and remove validators who have not illustrated technical excellence. Second, make sure the number of operators is large, heterogeneous, diverse, and geographically dispersed, not ultimately owned and controlled by a single entity that can be compromised.

As we know from Axelar, building bridges takes years of effort and we have great respect for the layer0 team and what they've accomplished. We stand with them and by them as they're handling the aftermath of this painful $290M exploit.

[Andres. @lazy0utis]

“Before Axelar launched on mainnet in 2021, @CommonPrefix was already securing the foundation” ⛓️👨‍💻

They started with @axelar back in 2021 by auditing the AxelarGateway contracts before mainnet.

Over time they helped integrate major networks like XRP Ledger, Hedera, Stellar, Solana and even built core tools like Axelarscan and the ITS Portal.

Five years of research, engineering and collaboration leading to this stewardship moment. 👏

I am right here supporting @axelar and @CommonPrefix all the way. 🫡

Big step for cross chain future! 🌐⛓️

#Axelar #CommonPrefix

[Dionysis Zindros @dionyziz]

Axelar was one of Common Prefix's first collaborations when the company started back in September 2021! Five years later, we've become the stewards of the network, have taken ownership, and are developing it, as it is now our own network.

[Axelar Network @axelar]

This is what five years of collaboration looks like ⬇️

[Common Prefix @CommonPrefix]

Let's dive into our collaboration with @axelar over the years and how it led to Common Prefix becoming the ecosystem’s steward.

Our journey with Axelar began in 2021, before the network had launched on mainnet. We audited the initial versions of the AxelarGateway smart contracts that connect EVM chains with Axelar.

Over the years, our collaboration deepened. Together with Interop Labs, we became the primary contributors of the ecosystem, building a series of complex chain integrations, including the integrations with XRP Ledger, Hedera, and Solana.

Leading up to the stewardship transition, we also took ownership of numerous core components of the Axelar stack, such as Axelarscan and ITS Portal.

Today's stewardship marks a new chapter in a journey that started 5 years ago, built on shared innovation and trust.

[Solana @solana]

BREAKING: @SolanaFndn joins the x402 Foundation at @linuxfoundation

[Solana Foundation @SolanaFndn]

Solana Foundation is now a member of the x402 Foundation, joining Amazon, American Express, Circle, Cloudflare, Coinbase, Fiserv, Google, Mastercard, Microsoft, Shopify, Stripe, Visa, and more.

The x402 protocol now has a neutral, open-source home at @linuxfoundation

[BSCN @BSCNews]

🚨JUST IN: AXELAR INTEGRATES SOLANA FOR CROSS-CHAIN CONNECTIVITY

@Axelar has officially integrated with @solana on testnet, marking a major step toward seamless cross-chain interoperability.

Developers can now begin building applications that communicate between Solana and Axelar’s network of over 60 connected blockchains.

This infrastructure allows for the secure transfer of assets and data without relying on fragmented liquidity pools or centralized bridges.

[Axelar Network @axelar]

Solana is connected to Axelar.

The integration is now live on testnet. Time to start building and exploring what cross-chain connectivity unlocks for @solana ecosystem.

Get started: https://t.co/Dc5q5E1wA4

[Axelar Network @axelar]

Testnet network graph looks a bit different today 👀

@solana

[Canton Foundation @CantonFdn]

We are happy to welcome @circle as a Super Validator on @CantonNetwork (CIP-0041 | Weight 10) 🎊

Circle is the company behind USDC, a fully backed, regulated digital dollar with $37B+ in TVL.

USDCx is now live on Canton. A USDC-backed stablecoin with full Canton privacy, built on Circle xReserve, the first time a USDC-backed stablecoin operates with institutional grade privacy and cross-application composability on a public L1.

Institutions on Canton can now settle 24/7, atomically, with a familiar dollar asset that stays private by default. Fully interoperable across Canton apps via CIP-56.

As a Super Validator, Circle helps secure the Global Synchronizer and govern the network while also providing the dollar settlement rail that institutional workflows on Canton actually run on.

The cash leg and the governance layer, in one 🤝

[CoinDesk @CoinDesk]

NEW: Japanese industrial firm @MHI_Group adopts @JPMorgan's blockchain technology for instant cross-border transfers, becoming the first company in Japan to use the service.

[Dionysis Zindros @dionyziz]

The latest and greatest Axelar integration is here. Great work to the team who put this very complex construction together. Testnet is here, mainnet coming soon, and we're expecting some serious traffic.

[Common Prefix @CommonPrefix]

Solana is now live on Axelar Testnet.

Connecting @solana to a broader interoperability layer changes what applications can now do.

Solana already offers strong performance and an active developer ecosystem. Integration with the technology of @axelar allows it to interact more directly with users, assets, and systems outside its own environment.

Applications are no longer limited to a single execution environment, but can start to incorporate liquidity, functionality, and users across different networks.

This has practical implications. It allows builders to think beyond isolated deployments, makes capital more fluid, and enables use cases that depend on coordination across chains rather than within one.

[Axelar Network @axelar]

New integration joining Axelar Network is @solana.

Now live on testnet.

Enabling Solana applications to connect with users, assets, and liquidity from external chains. Start exploring the integration.

[Grayscale @Grayscale]

$TAO is entering the mainstream conversation

@nvidia CEO Jensen Huang talking $TAO with @chamath on @theallinpod.

FYI: Grayscale Bittensor Trust $GTAO is open for private placement for eligible accredited investors.

[Cosimo Capiτal ⚜️ @CosimoCapital]

Winners are starting to emerge. Crypto Mag 7. Value Waterfall.

[LayerZero @LayerZero_Core]

Canton Network is the home for onchain capital markets, processing $8T+ in RWAs monthly, $350B in daily U.S. Treasury repo volume, and adopted by 800+ firms.

LayerZero connects @CantonNetwork to every blockchain.

The Era of Interoperable Institutions has begun.