skipcarlson.eth

Blockchain and Digital Assets @RSMUSLLP

[Crypto Council for Innovation @crypto_council]

New from CCI, @lathamwatkins, and @GlobalDigitalFi: our UK Policy to Practice report wraps our annual London convening of regulators, firms, and policymakers.

The next 12-18 months will decide whether the UK secures its seat at the global digital assets table. The report outlines the key themes to watch and what could be next.

https://t.co/8iKzi3kx7n

[techdollar @techdollarhq]

Liquidity is Coming.

Company Cohort One.

Apply to Borrow, Tomorrow.

[skipcarlson.eth @Skip_Carlson]

@tkstanczak d/acc in action

[Mo Shaikh 🇺🇸 @Moshaikh]

Citadel, is one of the most significant hedge funds, and they just dropped tokenomics …

And it’s not what you would have expected

[skipcarlson.eth @Skip_Carlson]

@xcoldplunge ✊🏼

[skipcarlson.eth @Skip_Carlson]

@Nic_Wenzel_1 This is good

[Etherealize @Etherealize_io]

BlackRock CEO Larry Fink: Countries are racing to launch their own stablecoins

“Every member of our government needs to wake up to the idea that these deficits are threatening our future and the value of the dollar. Let’s be clear, if we were not the country whose currency is the currency of the world, we would not be able to have these deficits… it is a privilege, not a right. I think too many men and women in congress think it’s a right, not a privilege, and I think we’re jeopardizing that right.”

Larry Fink points out that crypto is creating a credible alternative to the dollar:

“I was in Asia two weeks ago, and the countries are all talking about creating their own stablecoins because they’re worried about the increased dominance of a dollar stablecoin worldwide. So they’re all going to start their own.”

And when regulated institutions and sovereigns need neutral global rails to issue these stablecoins, they’re overwhelmingly choosing Ethereum Mainnet (which already hosts $168 billion in stablecoins — 55% of the global market).

Hong Kong’s regulated HKD stablecoin went live on Ethereum this month.

Twelve of Europe’s largest banks are launching a euro stablecoin on Ethereum later this year.

Australia’s largest bank has been issuing AUD on Ethereum since 2022.

A few weeks ago, the Japan Blockchain Foundation announced plans to launch a Yen stablecoin on Ethereum.

Video source: @CPIWealth (Aug 2025)

[skipcarlson.eth @Skip_Carlson]

@ValidatorEth @FigoETH Since 2020. The ENS airdrop was good

[Digital Asset Yield Summit @Yield_Summit]

DAYS Miami Recap Video is LIVE!

On May 4, the first edition of the Digital Asset Yield Summit (DAYS) took place in Miami. It was exactly what we set out to build: 300 attendees, 60% capital allocators, 77% C-suite, real conversations between people who came prepared to do business.

Attendees left impressed by the quality of the content, organization, and the conversations that only happen when the selection process is taken seriously.

After the United States, DAYS goes to Asia:
🇸🇬 Singapore is next, on October 6!

With this post, we thank all our sponsors, attendees, and partners:

→ @Bitwise, @puffer_finance, @FireblocksHQ , @XDCNetwork, @Meria_Finance, @P2Pvalidator, @PythNetwork, @crypto_crew, @AccountableData, @ampli_inc, and @coinroutes!

[DCinvestor @DCinvestor]

Ethereum is a substrate for economic transaction and coordination which does not require the use of trusted third parties

there is no substitute for what it does, at the scale at which it can do it

and it will be proven as essential tech in a world where the prevailing world order is rapidly collapsing and nation-states no longer trust each other in the same way they once did

it is revolutionary technology. it is not tech designed to make you rich. it is tech designed to set you free; however i believe such tech has real economic value far greater than what we see today

as a network, and as an asset (ETH), it has been profoundly misunderstood

this is changing, through emergent legislative and policy clarity, and growing positioning by large financial institutions

when it finally hits, it will hit all at once

[skipcarlson.eth @Skip_Carlson]

Good to see Gemini roaring back onto the scene... people were dogging on them

Gemini shares soar after reporting 42% revenue growth, first prediction market metrics

[Dave Knox @dknox_hypd]

In Q1’26 @HyperionDeFi generated record net income, and we are raising guidance for full-year 2026 by ~20%.

Our identity is unique:  we are the first DeFi public company building on Hyperliquid. The results speak for themselves:

- Our Q1 Adjusted Gross Profit* has grown by +119% since Q3, and +17% sequentially versus Q4.

- Our “triple-dip” HYPE strategy continues to drive superior execution versus our peers.

- If you compare our DeFi operating businesses versus base staking yield, our multiple grew from 1.3x in Q3, to 2.7x in Q4, to 3.1x in Q1.

- Our core costs have declined sequentially each quarter, and we expect our costs to continue to decline as our legacy biotech segment rolls off.

- Beyond our ~2.0M HYPE, we continue to receive "ecosystem rewards" -- tokens or equity in early-stage Hyperliquid builders, which rounds out our growing treasury built to support and monetize growth of the Hyperliquid community.

I’m very proud of what we have built in the last three quarters, and we are just getting started.

Our earnings release, earnings supplement, and earnings call information for today May 14 at 8 AM ET can be found here: https://t.co/x6ThM8mOR8

*Please see our earnings release or earnings supplement for important GAAP to Non-GAAP reconciliations and other important disclosures.

[Guy Wuollet @guywuolletjr]

Crypto has a parallel onshore/offshore market structure today

Coinbase vs. Binance
Circle vs. Tether
Kalshi vs. Polymarket
Solana vs. Hyperliquid

Once you notice it, you see it everywhere

[Digital Asset Yield Summit @Yield_Summit]

DAYS Miami: Panels. Part 1

→ Starting with a panel on "The DeFi Accounting Playbook," led by @Skip_Carlson, Blockchain and Digital Assets - Market Leader at @RSMUSLLP, as a moderator, with Sam Gaer, Chief Investment Officer at @monarq_mgmt, David Knox, Chief Financial Officer at @HyperionDeFi, Anna Dinescu, Managing Partner at @HilbertCapital, and Matthew Sheffield (@sheffieldreport), Chief Investment Officer at @Sharplink.

[skipcarlson.eth @Skip_Carlson]

The @TheOnion covered this a long time ago.

https://t.co/rsjo93pf5t

[Anthony Pompliano 🌪 @APompliano]

The average American has about $5,700 in gold jewelry sitting around their home.

Unvault has created a streamlined way to understand what you own, then you can choose to safely sell the gold.

This could be incredibly impactful for a family.

[Nathan Maton @NathanMaton]

The stablecoin sandwich is temporary.

There's a moment coming where you hold stablecoins and just don't need to convert back to dollars.

Jay Schulman thinks the signal will be payroll. When major providers pay you natively in stablecoins and you keep them.

Fringe today. He thinks it's closer than people expect.

New Stablepilled episode drops Sunday.

[skipcarlson.eth @Skip_Carlson]

Captures it 🤌🏼

[Zach Rynes | CLG @ChainLinkGod]

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

[skipcarlson.eth @Skip_Carlson]

“crypto native” used to be the OG label…

Now, “Ai native” is the new calling card

[CryptoTaxGuy @CryptoTaxGuyETH]

Just a reminder for the 6.5% of you still paying taxes: individuals can’t deduct crypto they held to zero, fat-fingered, or burned.

Sell or get robbed if you want a usable loss.