Simon Blakey

Co-founder @LuaLab_Help and Avonmore Developments | Venture Partner @playfaircapital | OTC Investment | Liquidity Providing

[CryptoUK 🇬🇧 @CryptoUKAssoc]

Last week, CryptoUK Executive Director Su Carpenter joined industry leaders at Stablecoins Unblocked 2026 to discuss the future of stablecoin regulation, adoption and consumer protection.

The panel brought together representatives from the @CliffordChance, @Stripe, @AgantFinance, and @crypto_council during a pivotal week for the UK market, following the @bankofengland's updated framework for systemic stablecoin issuers and the @TheFCA's final rules for the UK’s new cryptoasset regime.

While the UK has made meaningful progress, the discussion made clear that adoption will depend on more than regulatory clarity alone. Firms also need proportionate implementation, a workable authorisation process, clearer perimeter guidance, effective cross-border treatment and a tax framework that supports real-world stablecoin use cases.

In her latest article, Su breaks down the key themes from the discussion and the wider shift from policy development to implementation.

Read the full article: https://t.co/Oqi5d8NHrj

[Simon Blakey @simonblakeylua]

Looking $LIT. Rounded bottom - multi month
consolidation breaking

[Satsy @Satsyxbt]

I just claimed 43 $HYPE from locking ~$10K worth of $NEST last week

@TheHypeEngine buys cheap $HYPE for me every week

Hyperliquid!

[Grvt @grvt_io]

The date is set and it's official.

$GRVT goes LIVE July 21.

Be there.

[Simon Blakey @simonblakeylua]

There is a supply bottleneck most AI-privacy coverage misses:

Supply today: ~2,000 confidential AI GPUs. Enough for ~4M users.

Following up from my earlier $ARX note, Arcium just launched Blackthorn, its latest confidential AI product.

Tldr: Blackthorn can expand that supply by ~2,500× without new hardware. The mechanism: turn any existing NVIDIA GPU into a confidential compute node via MPC - no TEE required.

This matters because instead of a TEE host CPU bottleneck (as in Venice/VVV), it uses maliciously secure MPC, shifting the security model and breaking the hardware ceiling.

This puts Blackthorn in direct competition with Venice and the TEE-based confidential AI cohort, shifting the supply curve from hardware-constrained to software-defined.

The infrastructure for confidential AI at scale now exists.

[Arcium ☂️ @Arcium]

Introducing Arcium Blackthorn™

Encrypted Superintelligence ↓

[Peter Schroeder @peterschroederr]

x402 volumes are picking up.

[Peter Schroeder @peterschroederr]

At @circle, we recently held a hackathon where 98% of submissions were AI or agent related.

The amount of innovation we are seeing at the intersection of AI, blockchains, and stablecoins is astounding.

These efforts will compound & proliferate exponentially in the coming years.

[CryptoUK 🇬🇧 @CryptoUKAssoc]

MiCA Countdown: 5 Days to Go

What happens if a crypto firm isn't authorised?

@ESMAComms's latest statement provides clear expectations for crypto-asset service providers that have not obtained MiCA authorisation by 1 July 2026: https://t.co/FW7DWVQ6od

Unauthorised firms are expected to stop onboarding new EU clients, refrain from opening new customer relationships or accounts, and cease marketing and solicitation activities.

They should also limit services to those necessary to allow clients to sell, transfer, reallocate, or close positions as part of an orderly wind-down process.

The objective is to protect consumers while supporting an orderly transition to the next phase of MiCA implementation.

[Peter Schroeder @peterschroederr]

You’ll see people’s agents working to earn @USDC on their behalf more and more over time.

The agent economy is here.

[CryptoUK 🇬🇧 @CryptoUKAssoc]

Next week, we'll be tackling some of the biggest questions facing the digital assets industry.

As sustainability reporting becomes a growing consideration across financial services, what does that mean for crypto and blockchain businesses?

Can traditional reporting frameworks be applied to decentralised technologies? What are institutional investors looking for? And how should firms prepare for evolving expectations?

Join us as we explore these questions and more.

Date: Tuesday 23 June
Time: 16:00 - 17:00 BST
Register: https://t.co/gmahjt3zzD

[Peter Schroeder @peterschroederr]

Banks are closed today for a US holiday. While banks sit idle, onchain assets will settle:

• Stablecoins: $300B
• Perpetual Futures: $25B
• Tokenized Stocks: $166M

Capital flows toward efficiency and digital assets on blockchains are the most efficient markets ever built.

[Agama @agamafinance]

Excited to announce that Agama has been selected as a finalist for the Talus Demo Day.

We look forward to showcasing how we're bringing institutional grade credit to real world assets on-chain.

Thank you to @Talus_Labs, @SuiNetwork and @cicada_mm

[Solana @solana]

Mert on physics, incentives, and what comes next:

"Just building a network is extremely difficult. There's a reason people haven't been able to drastically surpass Solana's scale without taking all sorts of shortcuts."

"From a physics perspective, this is the most usable, most battle tested system that still allows permissionless global access, entrepreneurs and users all coming to one place."

"The next wave is onchain prediction markets, onchain tokenized equities, institutional payments and privacy."

[Simon Blakey @simonblakeylua]

@vibhu @WSOP I'm in 😂 Been bluffing in bear markets for years, time to do it at a real WSOP table

[Simon Blakey @simonblakeylua]

Crypto was supposed to democratize finance.
Stablecoins have already done that - USDT alone is at $190 billion and used by millions of people.
But tokenized Treasuries and RWA are still lagging: the market is only $15 billion, with roughly 66k holders. Most products (BUIDL, Ondo, etc.) still require KYC, high minimums, and are essentially designed for institutions.
Grvt, through its integrations with Centrifuge and Plume, is taking a meaningful step in the right direction:
→ Balanced Bundle — targeting ~4.5% (backed by BlackRock AAA CLO ETF)
→ Opportunistic Bundle — targeting ~11% (backed by BlackOpal credit card receivables)All of this is available from as little as $1 in a self-custodial wallet.Real RWA democratization is a highly underrated part of their onchain wealth management stack

[Grvt @grvt_io]

JUST IN: Institutional RWA yield has arrived to Grvt Invest.

For years, the best yield was reserved for institutions and high net worth investors. Now it starts at $1 on Grvt.

📈 Balanced Bundle: targets ~4.5%, backed by a BlackRock AAA rated CLO ETF
🚀 Opportunistic Bundle: targets ~11%, backed by BlackOpal card receivables settled via Visa and Mastercard

Curated RWA exposure. No more six figure minimums.

[vibhu @vibhu]

We're planning to host & livestream a poker tournament for crypto content creators & founders with @WSOP in early August.

Who wants to play?

[Credible @crediblefin]

Selling globally is easy.

Getting paid globally is harder.

Credible's Open Payment Stack helps businesses collect, settle, and pay out across 40+ markets.

No sales call required.

Explore the API at https://t.co/R0bEzGITFm !

[Simon Blakey @simonblakeylua]

@crediblefin No sales call, one API, real T+0 across borders. This is how global payments should work in 2026. Nice work @crediblefin

[chase @therealchaseeb]

https://t.co/YsFByxOmcV

[Simon Dedic @sjdedic]

Pretty cool how Solana has evolved from being a memecoin slop chain to the go to chain for tokenized equities AND collectible capital markets, addressing both professional institutional investors and the retail mass market.

Evolving into the perfectly positioned barbell balanced ecosystem right now.

And this right at the market bottom.