vanessagrellet.eth 🦇🔊🤙

Managing Partner @Arche_Capital @EntEthAlliance #EEA Board Member Ex @Aglaé Ventures @CoinFund @ConsenSys @NYSE @PwC

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

In 2020, @throughnothing and I led a panel on #Bitcoin & #GlobalMacro. Our chat with @kineshanko & the late @mjdsouza2 remains relevant today. We don't like to hit home runs and not have enough skin in the game 😉. The macro case for Bitcoin endures! Watch the #MacroWTF panel here https://t.co/iXdUYnwSkX

[Jun Song @jun_song]

What people are missing about the US government's AI regulation announcement:

ID verification will now be forced on all accounts to prove citizenship.

Frontier labs will take your data, and your sovereignty is officially dead.

A permanent underclass division and a total control society are beginning right now.

People ignored me when I started saying this last year, but it is happening right in front of our eyes.

Get into Open-Source and Sovereign AI.

Advancing together through collective intelligence is the only way to fight back.

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@carlosdomingo Congrats 🙌

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@WuBlockchain What a track record

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@danheld Agree

[Muskonomy @muskonomy]

NEWS: Founders Fund turned a $600 million bet on SpaceX into more than $50 billion.

Peter Thiel's Founders Fund was the first institutional investor in SpaceX. It put in about $600 million across several rounds over nearly 20 years.

At the $135 $SPCX IPO price, that roughly 3% stake is worth more than $50 billion, Bloomberg reports. It is one of the great venture bets of all time.

Founders Fund is not alone. Bloomberg says Valor Equity holds about 4% worth nearly $70 billion. Andreessen Horowitz sits on more than $10 billion.

Thiel saw it coming. "I would never bet against Elon in anything." Hard rule number one in Silicon Valley.

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

6/ What remains: #ATS registration, #clearing, #custody, surveillance. Proposal, not final — 60-day comment period. But the binding constraint just changed from "structurally impossible" to "administratively solvable."
Full analysis 👇 https://t.co/3rcntuTmAN

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

1/ The SEC just proposed rescinding #Rule611 of #RegNMS — the trade-through rule that has defined US equity market structure since 2005.
This reads as a TradFi story. It's also the biggest regulatory unlock yet for US #tokenizedstocks. 🧵

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

5/ The sequencing is the story: clear the hardest market structure obstacle via rescission, handle venue registration via the innovation exemption. Add #DTC digital twins + Nasdaq's equity token design and you're watching US equities get systematically rewired for public rails.

[Tom Murphy @TomMurphyTweets]

This is a great read.

@grok how does Securitize look through the lens of this article’s thesis for companies?

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@sjdedic @Blockworks Still a lot of surprisingly inflated terms imo

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@EdwardJDavey How about taking action against migrants who try to kill citizens ?

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@elonmusk But do you speak French ? 🇫🇷

[The Block @TheBlockCo]

Elon Musk's SpaceX IPO could become bitcoin's latest headwind https://t.co/wyrrTlmaU2

[SolanaFloor @SolanaFloor]

BREAKING: @Solana’s largest DAT, Forward Industries(@FWDind), made a non binding all stock proposal to acquire Brera Holdings PLC (SLMT) (@Solmate), which holds 2.1M $SOL. The offer valued $SLMT at a 30.7% premium, but Brera rejected the proposal.

[vanessagrellet.eth 🦇🔊🤙 @VanessaGrellet_]

@SolanaFloor @solana @FWDind @Solmate REally silly from Solmate to reject this bid

[Zach Pandl @LowBeta]

The crypto asset class is not a bet on any one country or system. In that sense it is a portfolio diversifier.

h/t @chainalysis geography of crypto report