TomasKacerovsky

Portfolio Manager @WOODnCompany Blockchain+ Fund

[Reflection🪩 @0xReflection]

You just realized you’re the exit liquidity for an unprofitable $2.5T company

[TomasKacerovsky @TomasKacerovsky]

@Maduka1008 Sorry but this is Karl Hermann Frank being executed in Czechoslovakia. It was a public execution. He wasn’t tried in Nuremberg. He was tried in Prague.

[karel svoboda @karlsvoboda1]

Tohle V. Milov říká už nějaký pátek. A vlastně ne jen on.

[Alex Thorn @intangiblecoins]

https://t.co/c1wsASDDeo

[Mippo 🟪 @MikeIppolito_]

Last month $1B of tokenized equities traded onchain.

That's up from $7M in June of last year.

Bullish.

[Polymarket @Polymarket]

JUST IN: Coinbase launches an SEC-registered AI investment advisor.

[Coinbase 🛡️ @coinbase]

We started as a place to buy Bitcoin, now we power your entire financial life.

Here’s everything we announced today ↓

→ Tokenized Stocks
→ Pre-IPO Perps
→ Stock options
→ Crypto options
→ Perpetual-style equity indices
→ Crypto derivatives, back in America
→ Time-based prediction markets + Combos
→ Launches: access millions of tokens, the moment they go onchain
→ Coinbase Advisor: an AI investment advisor, built into the app
→ Coinbase for Agents: connect any AI agent to your account
→ Base MCP + x402: give your agents their own wallet
→ The new Coinbase Advanced - fully modular
→ One unified global liquidity pool
→ Coinbase One Card, now more accessible secured by USDC
→ 5% Bitcoin back on travel
→ Crypto-backed mortgages
→ Borrow against your staked ETH & SOL with new liquidation protection
→ Transfer Protections
→ New Coinbase Developer Platform
→ Full stack Coinbase Payment solution
→ B20: a Base native token standard for any asset
→ Base App on web + multichain support + all assets
→ Private transactions for enterprises on Base

See you next time.

[Coinbase 🛡️ @coinbase]

The future of stocks is coming.

We’re launching the first real 1:1 backed tokenized stocks.

All the benefits of true ownership, with all the benefits of tokenization.

[TomasKacerovsky @TomasKacerovsky]

@itsrapha83 Empty and cold

[Johnny Midnight ⚡️ @its_The_Dr]

One of the Greatest Spaghetti Western Scenes.

[Mastercard @Mastercard]

As AI agents begin to act, payments move into the background — at machine speed and massive scale.

Today we’re introducing Mastercard Agent Pay for Machines — bringing structure, governance, and trust to this new class of payments.

Launching with 30+ partners to bring this to life from day one.

This isn’t just more payments. It’s a new operating model for commerce.

👉 Learn more: https://t.co/TeS6Lj8jLO

[Polymarket @Polymarket]

JUST IN: Japan’s three largest banks announce they will jointly issue stablecoins by March 2027.

[Coinbase 🛡️ @coinbase]

TradFi: pending...

Stablecoins: settled before you finish reading this article.

@Alecglovett, our Head of Infrastructure Products, shares how we’re updating the payment system ↓

[Michal Sirový 🇨🇿 @sssirda]

The Economist: How to fight back against Gen-Z socialism

“Resisting Gen-Z socialism is therefore an urgent task. The first step is for free-market liberals to stop apologising.“ ✊

Skvělý text, odkaz v dalším tvítu.👇

[CoinDesk @CoinDesk]

MERT: "You can be as angry as you are, but like fundamentally, that just means he has edge over you."

@mert on people reacting to @CryptoHayes selling his $hype and $near positions

[WSJ Markets @WSJmarkets]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3RFisC8oso

[Bmoney @strato_money]

https://t.co/lph2nzRFdR

[Jeremy Allaire - jerallaire.arc @jerallaire]

StableFX on Arc and natively layered into CPN incoming soon.

https://t.co/luvz2gECXK

[Simon Taylor @sytaylor]

Jamie Dimon went on Fox and called Brian Armstrong "full of sh!t" over stablecoins. 😳

Jamie is the GOAT. Love him or loathe him, you absolutely know where he stands.

What stood out to me in the clip was to hear the CEO of America's biggest bank promise to fight, and admit he might lose.

Dimon said banks "will not accept" the CLARITY Act as written, and warned that done badly it becomes "a huge problem." Then he granted it could pass anyway. When the man running the biggest bank vows to fight to the end and might still lose, the moat is already cracked.

So what is the fight really about?

One question with a trillion dollars behind it: who needs a banking licence to pay interest on a digital dollar.

The argument (if you've not been following along with popcorn):

- GENIUS prohibited issuers like Circle from paying you yield like deposits.
- It says nothing about the exchange, so Coinbase and Kraken route 4 to 5% "rewards" to anyone holding USDC. Circle pays the exchange, the exchange pays you.
- CLARITY could decide whether that survives down the chain.

It just cleared Senate Banking 15-9. The compromise kept activity-based rewards alive (cashback for actually using the coin) and prohibited passive, deposit-like yield. So the hold-it-and-earn model Coinbase runs today is the piece sitting in the crosshairs.

Banks want it dead, because deposits are the cheapest funding a bank can get and anything that *could* impact that is bad. JPMorgan sits on roughly $2.4T of them, most paying close to nothing. A dollar earning 4% in your wallet reprices that entire base.

Then there's the part Dimon left out of the Fox segment.

JPMorgan already shipped JPMD, a yield-bearing dollar token, live on Base. Coinbase's chain. There's very clearly an underlying assumption that tokenized money is the future, and JPMorgan (understandably) wants to win that.

The problem is, deposit tokens, even yield-bearing ones, very rarely leave the bank's perimeter. Stablecoins do.

Deposits are money that stays still.

Stablecoins are money that moves between institutions, even on weekends and bank holidays.

I expect deposit tokens and reward stablecoins to coexist in five years, until "where do your dollars sit" is a choice between the credit risk of the issuer (JPMorgan vs Circle) and the yield. Your answer may vary based on your risk appetite.

Institutions have a lot more to gain from stablecoins than they've probably realized, once you apply the lens of money that moves vs money at rest.

Dimon will fight it. He told you he might lose.

And as the chessboard changes, expect the big names to adapt and make the most of it anyway.

[TomasKacerovsky @TomasKacerovsky]

@ZMartinemailcz1 @PepeSekanina O M G styďte se 😭😂