schutau.eth

[schutau.eth @schutau]

Building for modern governments! Exciting stuff from @modveon and @NanaMurugesan

[Stabledash @stabledash]

Most crypto founders tell governments "we can do this better than you."

@modveon's @nanamurugesan is plugging stablecoin-based wallet, digital identities and money movement infrastructure into the national identity systems governments have already built.

"It's actually a differentiated approach versus saying we can do these things better than you guys."

[schutau.eth @schutau]

Join a great team with amazing trajectory!

[Modveon @modveon]

Building infrastructure for modern societies isn’t a weekend project 🌐

We’re hiring in Palo Alto to build verified, intelligence-driven systems for trusted communities.

Open roles:
- AI Agent Engineers
- Backend & Frontend
- Full Stack
- Staff Security
- Compliance & AML Lead

Learn more and apply at modveon [dot] com (https://t.co/O1MljznAhx)

#Hiring #AIjobs #Engineering

[schutau.eth @schutau]

Lfg!

[Scoutbee @scoutbeecompany]

Big news: Scoutbee will be joining @Coupa!

Together, we’re building the future of AI-powered supplier discovery, with access to $8T+ in spend data and a network of 10M+ buyers & suppliers.

Faster, smarter sourcing is here, and this is just the beginning.

#Scoutbee #Coupa #AI

[Timothée @paxtechnica]

DATs for alts and now memes will come in full force. Been thinking about how these will be valued long-term and how they differentiate.

Feels like the winning combination is: foundation backing + strong marketing appeal + innovative products and revenue.

A recent launch caught my eye: $BONK. By creating a DAT (Nasdaq: SHOT), they have:
1) Opened a new massive distribution channel (eg Robinhood retail traders can buy in 1-click)
2) Accelerated their buyback and burn via accumulation
3) Offer equity investors access to the growth of an ecosystem of businesses generating real revenue

Table stakes now: alts need official foundation backing – see VERB (TON) and BNC (BNB). Both performing well because they are leveraging off of a well known brand (Telegram and Binance) marketing to initial retail buyers. Naturally, memecoins with wide appeal should benefit too. This is effectively "arbitraging" brand awareness or granting access to new buyers. Expect an mNAV premium near-term. Stock price may get volatile for these alt DATs because the initial base of buyers don't resonate with the new vision.

Further on BONK's DAT, and this could be the playbook/applicable to other ones as well:

1) [New Distribution] Most capital on chain, especially on Solana, have already heard of BONK. The marginal buyer are likely returnees buying into a new narrative. New capital to buy into BONK exists off-chain and largely in the US capital markets. Recent innovations in distribution like Phantom, Moonshot, and Moonpay have enabled such access. This is why DATs are important – they are an regulatory-compliant equity wrapper on a token (memes ironically are best suited because they are not a security) – instead of waiting 2 years to launch and ETF and get meaningful distribution, you can access all stock-trading Americans in 2 months time.

There is a whole market of retail traders who haven't bought crypto or memes that could buy a BONK DAT. Same reason why we're seeing so much ETH ETF flows recently – lots more sidelined capital than you think.

In short, @bonk_inu is "1-click" away for a whole new capital base. Market BONK on social media -> buy SHOT directly with Robinhood, which boasts 23m accounts at $120b AUC. Eyes now on BONK and the DAT's ability to execute marketing.

It's @theunipcs 's original BONK thesis taking to the US capital markets.

2) [Buyback & Burn] A never-sell accumulator strategy is effectively the same as buyback and burn in taking tokens out of circulation. Recently Bonk bought & burned 300B of BONK or ~$7.2m. https://t.co/QGERBKkSro

They now have $25m out the gate and targeting $115m by EOY. Perhaps they could upsize further and or hit ATM/ELOCs along the way. mNAVs could get really wonky around a memecoin – curious how this plays out.

3) [Real Business] Under @TheOnlyNom "s leadership, the ecosystem has churned out winners like @bonkbot_io and @bonkfun , taking the lead on two categories, trading bots and token launchers, proving this is a broader team that can ship real revenue-generating products. Which of the other leading meme coins have the ability to build real products continuously? BONK isn't just a memecoin. BONK is a web3 native Brand building a real ecosystem of revenue-generating products. Think Hello Kitty, which is a ~$80b brand (vs. BONK's ~$1.8b mcap).

Eyes on @pudgypenguins @pepecoineth @ShibainuCoin @dogecoin . An Elon tweet can only get you so far this cycle.

From @DecryptMedia :
https://t.co/7rRZMlyGGb

[Flowtrack @flowtrackfund]

1/ What happens when you fuse a CEX-grade order book with onchain settlement? @HyperliquidX. Every taker fee generated contributes to $HYPE buybacks (97% of fees to be exact) — so volume directly feeds HYPE scarcity.

[Kadense Pengu°❗️❗️❗️ @iamkadense]

Some say it couldn't be done...
Many tried, all have failed prior...

We said Let's $BONK❗️❗️❗️

@bonkfun surpasses Pump in volume today

Dont ever count out $BONK and BONK eco fam

[schutau.eth @schutau]

@wayneyap Your 3/ is inaccruate: this is Barbin, a *real* (and amazingly talented) human dancer in China! https://t.co/QAzi9SWvh2

@wayneyap

[Kadense Pengu°❗️❗️❗️ @iamkadense]

While prices continue to move lower, observing stablecoin supply moving to historic levels

Exhibit 1- Increasing vs total market cap to historic highs

[schutau.eth @schutau]

@SuiFamOfficial Lfg!

[infiniFi @infiniFi]

We Raised $3M to Build the First On-Chain Fractional Reserve System.

infiniFi is bringing the efficiency of fractional reserve banking to DeFi —automated, transparent, & built for higher yields.

Learn More👇

[Kadense Pengu°❗️❗️❗️ @iamkadense]

Spotted in filings... $BONK ETF

https://t.co/xRZzQi9WGq

[Watcher.Guru @WatcherGuru]

JUST IN: IRS delays crypto tax reporting requirements until 2026.

[Lyn Alden @LynAldenContact]

In which a comedian accurately describes the deindustrialization of the U.S. via its global dollar structure better than most macro analysts:

[schutau.eth @schutau]

@dragontaillucky #LetsBONK

[Kadense Pengu°❗️❗️❗️ @iamkadense]

$BONK on @RobinhoodApp today ❗️❗️❗️

Perfect timing for Americas Favorite New Memecoin

#LetsBONK

[schutau.eth @schutau]

#LetsBONK

[BONK!!! @bonk_inu]

Lets do it, drop a #LetsBONK👇

[BONK!!! @bonk_inu]

Lets do it, drop a #LetsBONK👇

[Chris Burniske @cburniske]

1/ If your friends associate you with Bitcoin, Ethereum, or any part of crypto, you’re probably getting Qs about what to do. It’s tricky to guide someone from where we are currently ($BTC ~$100K), especially if they’re an inexperienced investor. Some learnings from 10+ years of watching this dynamic play out...

[CoinMarketCap @CoinMarketCap]

BONK flips WIF to claim the throne as Solana’s #1 memecoin! Market cap surges to $4B following record-breaking weekly performance.

Can it keep up the momentum?