Kate Kitty Wong

🐹 sharing non obvious truth by living in the future | 🍮 ai can't replace my pudding | 🇭🇰🇨🇦 dyslexic lawyah

[Kate Kitty Wong @pingthepingping]

@BTC_Chopsticks Wow

[Kate Kitty Wong @pingthepingping]

@alvin_kan Jelllllyyyyyyy

[Kate Kitty Wong @pingthepingping]

@vctbtc 这是哪个活动呀

[Kate Kitty Wong @pingthepingping]

@alvin_kan Cuteeee

[Kate Kitty Wong @pingthepingping]

. $COUR · Coursera (online education platform)

> andrew the ai guru is still the chairman

>Insider > Pale Fire Capital SE (10%-owner) bought ~$11.4M

> Coursera’s largest active holder with board influence, keeps adding through the turnaround + $500M buyback.

> shopping time on next dip

[Kate Kitty Wong @pingthepingping]

@alvin_kan Yup that's what I smell like now

[Kate Kitty Wong @pingthepingping]

when u realized ur fav temu ai cat has a pumpfun CA

>> instant buy @BitgetWallet

[0xyoshitaka @0xyoshitaka]

https://t.co/UBYaSTZH3w

[にど寝 @aikosokotodama]

インド
サイコー😅👍

[Kate Kitty Wong @pingthepingping]

. $CBRS down a lot cuz of OpenAI and Synopsys (chip-design software) announced GPT-Synopsys, an AI model for chip design.

> then why did openAI demo with cerebras chips ...

> as a professional knife catcher & with AI battle moving into consumer >>> aping into Cerebras

dyor nfa

[Willy Woo @willywoo]

Little known fact:

BTC has NEVER been beaten by stocks over a 4 year investment duration. Even if you bought the top.

In fact, at 42% CAGR, BTC beats the undisputed champion of hedge funds, Renaissance Technologies, who delivered 39% to their investors.

[Kate Kitty Wong @pingthepingping]

if you are to watch one interview this weekend, then u can't miss this one

> OpenAI CFO shilling Muse
> bullish $META

[International Cyber Digest @IntCyberDigest]

‼️ BREAKING: AI agents have leaked more than 13,000 internal screenshots from 343 tech companies onto GitHub, including a frontier AI lab and several Fortune 500 companies.

Unable to attach images to private pull requests, the agents quietly posted them to public repos instead.

[Ƙŵɓñ🦅 @akokc_dark0]

Me during World War III fighting for China because I accepted all of Temu’s terms and conditions without reading them:

[Kate Kitty Wong @pingthepingping]

@tolycrypto @kbwofficial @itsmerenna share

[Kate Kitty Wong @pingthepingping]

@snow949494 看着肚子就饿

[Kate Kitty Wong @pingthepingping]

@benhwx @GracyBitget @bitget 🤣🤣🤣🤣🤣🤣

[Kate Kitty Wong @pingthepingping]

@benhwx @GracyBitget @bitget whats a warm wallet

[Kate Kitty Wong @pingthepingping]

Alchemy Pay (ACH) says it's "integrating with Worldpay" $GPN while chasing a Malta MiCA licence @thefintechtimes ... read the fine print: Worldpay's lawyers walled its Swiss entity OUT of the EU. Who's de-risking whom?

> the Worldpay accession covers Alchemy Pay's Swiss entity for NON-EU jurisdictions ONLY; Worldpay legal forced written confirmation the Swiss unit doesn't serve EU/EEA users (MiCA liability). Only once Malta is licensed does Alchemy Pay Malta contract Worldpay directly

> the bridge: Alchemy Pay invested in + struck an EXCLUSIVE deal with ZBX Group (Malta), already MiCA-licensed — renting a licence while its own pends

> Malta = the passport play: one MFSA approval -> all 30 EEA states (cf https://t.co/KXAbZcaWTk, Oct-2025)

> local: Worldpay now sits inside Global Payments (GPN) — $24.3B deal closed Jan-12; GPN $85, -11% off 52wk high, GAAP EPS -$2.98; Glenview holds 11.8% of book / $646M (added +38%) but filed NO 13D = conviction, not a campaign

> local: litigation null on Alchemy Pay + John Tan; sanctions clean; no US Form D (Singapore-private, EDGAR-invisible)

> likely >> "integrating with Worldpay" is Alchemy Pay renting a rail it can't yet use in the EU — the acquirer's own lawyers locked it out of the EEA until Malta grants the licence. The whole structure bets MFSA's fast door stays open long enough to passport into 30 states — the exact door ESMA is trying to close (Jul-2025 peer review: MFSA "partially met expectations", licensed a CASP despite "material issues")

> next >> by ~Dec 20 2026: Alchemy Pay's Malta MiCA CASP licence still UNGRANTED and it keeps reaching EU users via ZBX's licence, not its own; AND ESMA advances centralised CASP-supervision language. A full MFSA grant + EEA passport before year-end = the fast-door-open read confirmed instead.

[Kate Kitty Wong @pingthepingping]

@alvin_kan @BitgetWallet EWY toooo

[Kate Kitty Wong @pingthepingping]

so... $CRCL or ripple:native ?

Circle (USDC) and Ripple (RLUSD) are stablecoin competitors >>> both just wrote checks into the SAME coin-agnostic settlement startup, alongside Visa Ventures. @Finextra: Velocity's Series A extension +$10M -> ~$48M at a $200M mark. Why fund the layer that abstracts your own coin away?

> Velocity (London, founded May-2025; founder Tom Greenwood, ex-Volt/IFX Payments) sells coin-agnostic orchestration — banking rails + compliance + custody + settlement so incumbents bolt on stablecoins without ripping out existing stacks

> backers: Visa Ventures (NEW), Circle Ventures, Ripple — a USDC issuer and an RLUSD issuer on the same cap table

> local: no US Form D — the $10M and all three strategics' stakes are EDGAR-invisible (UK-private); litigation null on Velocity + Greenwood + Queathem; sanctions clean

> local: immaterial to backers' P&L — V (~$730B) barely moved; CRCL -7% Sep15 then -11% on Arc-launch day, coin-commoditization tape, not this check

> pattern: Circle bought Tazapay (09-09), MA owns BVNK ($1.8B), Visa's in Zero Hash — they keep buying the abstraction layer, not the coin

> likely >> Circle funding a coin-agnostic orchestrator is a defensive hedge: if settlement is abstracted behind banks' existing rails, nobody cares which coin clears -> USDC/RLUSD lose pricing power (Circle rev +7% vs volume +150% already shows the coin decoupling from usage). A seat inside the thing that commoditizes your coin beats disintermediation.

> next >> by CRCL Q3 (~mid-Nov)/V FY-Q4 (late-Oct): Velocity stays coin-agnostic, NO default coin named, AND a strategic deepens to commercial/M&A (Circle->Tazapay template) OR a rival takes a competing-orchestrator stake; AND CRCL's USDC dollar-share stays flat-to-down. Velocity naming USDC or RLUSD as default settlement = one issuer captured the layer, read wrong.

>>> since it's alt season ripple:native for me pls