olyagreen.eth 🌉

👾 GTM | PM
crypto, neobanks, ai

building @ChainSignalAi
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[olyagreen.eth 🌉 @nomad_notes]

same same but different?

crypto has the scalability trilemma, AI serving has the inference trilemma: throughput is capacity, latency is speed, cost is the bill.

these, in fact, collapse to the same question:
how big do you make the batch?

[olyagreen.eth 🌉 @nomad_notes]

@sonofalli @FactoryAI @francesca_lab @matanSF omg whaaaaa

[olyagreen.eth 🌉 @nomad_notes]

as I'm transitioning more into ai-PM roles - or, rather, adding formal validation to the work i've been doing at @ChainSignalAi for the past few months,

i truly think that generalists/multipotentialites are set to win in the AI age bc feature scoping & validation is happening 10x faster, and UI prototyping tooling is becoming a commodity

taste is what will truly distinguish a good PM from a not-so-good one, with design acumen, user empathy, and understanding AI-evals becoming the makers or breakers

anyone else here in between careers/learning domains feeling me??

[olyagreen.eth 🌉 @nomad_notes]

@emiliemc ya, crypto is no longer fintech's imposter child

[olyagreen.eth 🌉 @nomad_notes]

@EleanorTerrett ya, crypto is no longer fintech's imposter child

[olyagreen.eth 🌉 @nomad_notes]

@masha_vy ya crypto is no longer fintech's imposter child lol

[olyagreen.eth 🌉 @nomad_notes]

@clairevo hahahah

[olyagreen.eth 🌉 @nomad_notes]

@camillenvargas 9yrs 👌 DM’d

[olyagreen.eth 🌉 @nomad_notes]

@rexsalisbury can we get a decent wellness club pls? check TFP Australia for reference ;)

[olyagreen.eth 🌉 @nomad_notes]

@shensi Palo Alto/Stanford is not too shabby fr

[olyagreen.eth 🌉 @nomad_notes]

@clairekart @SoFi gm and wagmi ;)
interesting that you've actually come from fintech, for me, it was crypto > fintech @Unlimit_com > crypto > fintech & crypto converging

[olyagreen.eth 🌉 @nomad_notes]

@clairekart good to see you!!!!

[olyagreen.eth 🌉 @nomad_notes]

@lou3ee it's always the trauma, i checked

[olyagreen.eth 🌉 @nomad_notes]

@DefiLlama @centrifuge and @maplefinance looking good here btw!

[olyagreen.eth 🌉 @nomad_notes]

tokenized RWAs have crossed ~$39B, with BlackRock, Franklin, JPMorgan, State Street and DTCC all in

@PanteraCapital's September report found that permissioned products hold 59% of value but produce just 0.2% of the spot trade volume

what does it tell us exactly? the infra moment is real, butthe market structure isn’t there yet - let's see what's holding it back ⏬

[olyagreen.eth 🌉 @nomad_notes]

permissioning also blocks usable markets:

@DefiLlama tracks $34.6B of RWAs onchain, yet only $4.3B is active in DeFi, a 13.7% utilization rate

Securitize, Circle and Franklin all sit below 1%, while Maple is at 70.5%

allowlists keep you compliant, but they kill classic DeFi lego composability

[olyagreen.eth 🌉 @nomad_notes]

@tbpn @Mclader legendary woman

[olyagreen.eth 🌉 @nomad_notes]

so what would unlock adoption?

1/ issuers should wire secondary liquidity at launch with market makers, permissioned AMM pools and instant stablecoin redemption.

2/ shared allowlists and portable KYC credentials let a buyer approved by one issuer buy from the next

3/ each asset needs one canonical deployment that bridges via burn/mint, not five wrapped copies.

4/ settle trades DvP in safe money like regulated stables or tokenized deposits.

5/ finally, have report turnover and utilization as metrics alongside AUM

[olyagreen.eth 🌉 @nomad_notes]

demand for exposure is real, but it routes around spot:

RWA perps OI on DeFiLlama is $19.7B, ~57% of onchain RWA AUM, tokenized stocks swing ~1.5x more than the shares they track

>> institutions place assets in spot for yield, while trading moves to synthetics, where the depth is