Matthias Mazur

Entrepreneur and digital media. Scaling offers.

[Matthias Mazur @MattMazur]

Hiring growth and sales across multiple port cos:

Paid ads, operations, sales: DTC, SaaS, publishing.

Apply here:

https://t.co/PiUpEYncSe

[Matthias Mazur @MattMazur]

Hiring growth and sales across multiple port cos:

Paid ads, operations, sales: DTC, SaaS, publishing.

Apply here:

https://t.co/PiUpEYncSe

[unusual_whales @unusual_whales]

Big Short investor Steve Eisman has said that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic, per CNBC

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran have reportedly agreed to extend their 60-day ceasefire which was set to expire today, per Al Arabiya.

Details include:

1. Under the "Memorandum of Understanding" brokered by Pakistan, today marks the final day of the Iran War ceasefire

2. President Trump says that a "backchannel" is in place with Iran’s Revolutionary Guard officials

3. Despite the supposed extension, there remains no indication of an imminent deal

Today marks day 170 of the Iran War.

[Matthias Mazur @MattMazur]

Jokes

[𝐓𝐌 𝐅Ú𝐓𝐁𝐎𝐋 @TMfutbal]

🚨 Argentina in their last 13 matches:

🇸🇦 Saudi Arabia: Penalty awarded
🇲🇽 Mexico: —
🇵🇱 Poland: Penalty awarded
🇦🇺 Australia: —
🇳🇱 Netherlands: Penalty awarded, red card avoided, and opponent sent off
🇭🇷 Croatia: Penalty awarded
🇫🇷 France: Penalty awarded and an irregular goal
🇩🇿 Algeria: Messi spared a red card
🇦🇹 Austria: Penalty awarded
🇯🇴 Jordan: Penalty awarded
🇨🇻 Cape Verde: Irregular goal
🇪🇬 Egypt: Penalty awarded, opponent's goal disallowed, offside goal allowed, and penalty not awarded to the opponent
🇨🇭 Switzerland: Opponent sent off

Argentina keep getting favorable call after favorable call. 🇦🇷🤑

[Dr Andreas Krieg @andreas_krieg]

It is the worst strategic defeat for the US since Vietnam and possibly the worst strategic defeat for Israel ever

IF the ceasefire term are translated into an agreement, Iran will be able to rebuild capabilities within a year

Iran will have more disposable income that will be put into building a more powerful military dictatorship

The people in place might be less theocratic but also less pragmatic and more belligerent

The race to build a bomb might be on again (with outside help) as the previous fatwas will be void after this experience

Shipping will the added as a new strategic lever to Iran’s tool box

Meanwhile, Israel as the main culprit luring an incompetent US administration into this disastrous war, has lost support among almost all constituencies in the West

The Axis of Resistance will likely be rebuild with the main target Israel, which will be stuck in a perpetual war of mowing lawns

[The Wandering Investor @wander_investor]

Let’s be clear about something, the Dutch 36% tax on unrealized gains is about confiscation from the Western middle class.

Why?

1. “The powers that be” will use structures to legally avoid them. Read the Ep***in files. “Taxes for them but not for us”
2. Such taxes will spread across the Western world
3. “They” will drive inflation through money printing that “they themselves”control
4. Middle class people will essentially pay a 36% tax on air, as nothing actually went up in real terms. It’s all artificial.

Middle class Westerners will continue getting squeezed between the bottom ranks of society (low end immigrants that they are made to fear) and the “people up top” actually driving these initiatives who are protected by special laws.

Welcome to Bolshevism 2.0

[Collin Rugg @CollinRugg]

Scott Adams has passed away after a long battle with prostate cancer.

Shortly before he passed, Adams announced he was giving his life to Christ and converting to Christianity.

Rest in Peace, @ScottAdamsSays. You will be missed.

[News from Google @NewsFromGoogle]

Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year.

After careful evaluation, Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards.

[Matthias Mazur @MattMazur]

Solid move

[Peter St Onge, Ph.D. @profstonge]

USDA issues New Food Pyramid

- Meat is king
- Whole milk, not skim milk
- Eggs are off the naughty list
- Sugary fruits demoted
- Lucky Charms no longer rank higher than steak

The world is healing.

[Matthias Mazur @MattMazur]

AWS + Ads makes Amazon an easy win over the coming years

[Bourbon Capital @BourbonCap]

Themes for 2026

- Hyperscalers
- Robotics
- Space
- Power

Amazon $AMZN covers all of them

[CryptosRus @CryptosR_Us]

🚨 BRIAN ARMSTRONG SAYS REOPENING THE GENIUS ACT IS A RED LINE

Coinbase CEO Brian Armstrong is pushing back against bank lobbying to reopen the GENIUS Act ; the 2025 law that created the first clear U.S. framework for blockchain-based payments and on-chain financial services. He says banks want to undo parts of it to slow blockchain adoption and protect their existing business model.

Armstrong argues this isn’t about safety : it’s about blocking competition ; and predicts banks will eventually switch sides once they see the profit in operating on blockchain rails instead of resisting them.

A fight could be brewing between old-guard banking and the next era of blockchain finance.

[Matthias Mazur @MattMazur]

Traditional private equity was always due for a rebuild from the inside. It’s happening now

Lean and agile hold cos have a lot more opportunity than big bloated or firms

Big opp for the next 5-10 years

[PrivateEquityGuy (Mikk Markus) @PrivatEquityGuy]

Why private equity talent is quietly fleeing to smaller firms, search funds, and holdcos

I talked to six-seven folks actively working at PE firms and a few who have left.

Few takeaways:

"Carry is stretched further across larger teams."

“I didn’t join PE to be an operator”

"Funds are taking twice as long to return capital."

"Exits are unpredictable."

“I was losing confidence that my carry would ever materialize.”

TIMESTAMPS
You will discover:
0:00 The quiet exodus inside private equity
1:45 Carry that never materializes
2:56 “I didn’t join PE to be an operator”
3:38 No real path to ownership
5:27 Where PE talent is going next

[Geiger Capital @Geiger_Capital]

We’re running it hot. Get on board.

[The Kobeissi Letter @KobeissiLetter]

Global money supply is out of control:

Global money supply is now up to a record $45 trillion.

This comes as China's M1 money supply has risen to $16.5 trillion, an all-time high.

China has driven the majority of global money supply growth this year.

China is currently the largest producer of narrow money in the world, accounting for ~37% of the total.

Meanwhile, the US M1 money supply, excluding savings deposits, is up to a record $8 trillion, representing ~18% of the world's total.

Global liquidity is expanding.

[Geiger Capital @Geiger_Capital]

Realizing that Trump hasn’t even installed his own dovish Fed chair yet

[Juno @Juno_TradingBot]

Official Project Update

Over the past year, the team worked tirelessly to design, build, and launch an advanced AI-powered trading ecosystem on Solana.

From concept to live product, we delivered two complete versions, with a soft launch in February 2025 and a final public release in June 2025, totaling over 2,300 GitHub commits and thousands of hours of collective development, achieving a fully functional, publicly available trading bot.

The project was originally developed under “JeetBot” and later transitioned into “Juno”, following a period of public lies and misleading claims made by one of the co-founders, which created significant operational and community challenges for the project.

As explained in the Juno Telegram community last week, after completing this development cycle and considering recent events, the remaining founders have made the difficult decision to pause operations and temporarily close the bot.

Users will be able to manage or move their funds directly through their wallets until October 31, 2025, after which the system will go offline.

Token creation and distribution remain postponed pending restructuring and potential future financing.
All project code, repositories, and IP are securely archived under company ownership.

While active operations are paused, potential future opportunities for relaunch or restructuring remain under consideration.

The team remains reachable for any questions or support, and future updates will continue to be shared on Telegram and X.

Thank you to everyone who supported and believed in the project along the way.

This communication is for informational purposes only and does not constitute financial, investment, or legal advice.

[Matthias Mazur @MattMazur]

The Real Reason Tokenization Matters
with Annelise Osborne (@AnneliseOsborne)
Chief Business Officer at @kadena_io

Annelise Osborne has spent over two decades working at the intersection of finance and technology — from credit ratings and real estate to blockchain and venture capital. Now, at Kadena, she’s helping traditional institutions navigate the shift into decentralized finance.

In this episode, we get into what tokenization really means, how the narrative around institutional blockchain is changing, and why merging TradFi and DeFi is more than just a tech upgrade — it’s a chance to rebuild trust. Annelise also shares insights from her bestselling book, From Hoodies to Suits and what it will take to unlock the next wave of investment opportunities.

00:00 Welcome to The CoinRock Show
01:42 Annelise’s journey from traditional finance to crypto
04:08 How a background in credit and real estate led to blockchain
07:15 Kadena’s mission to bring institutions into Web3
10:03 Why institutions are still hesitant about blockchain
13:00 The real meaning of tokenization (beyond headlines)
15:47 Lessons from writing From Hoodies to Suits
19:22 The "language barrier" between TradFi and crypto
22:44 Merging DeFi’s innovation with TradFi’s structure
26:10 Regulatory clarity: where things are headed
29:06 Why Kadena chose Proof of Work — and its roadmap ahead
33:18 What needs to happen for real institutional adoption
36:25 Risk, reward, and how investors are viewing digital assets
39:41 The role of user experience in mainstream adoption
42:10 Bold predictions for where this market is going
45:01 What Annelise is most excited about building next

[Matthias Mazur @MattMazur]

@RyanClogg We called them that back in 2010. Funny that people still use the same verbiage