Sota Watanabe
@WatanabeSota
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CEO @StartaleGroup building @Soneium @AstarNetwork “Build the Next Civilisation by Bringing the World Onchain.”
🇺🇸🇯🇵🇸🇬
Joined March 2015
I have reached a conclusion on L1 vs L2. The question is whether the winning theory for a chain is volume or standards. If the goal is to maximize volume, building an L1 makes sense because of L2's UX bottlenecks. If the goal is to capture standards, L2 is the only choice.
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New SEC Chair Paul Atkins: “All U.S. markets will be on chain within two years.” Tokenization just went from “if” to “when.” The next wave is closer than you think 👀
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As Ethereum continues to improve tech, TPS will rise and fees will be much smaller. That means chains that are only “somewhat faster or cheaper” will eventually disappear as Ethereum improves. I bet on enterprise public chains since distribution channels cannot be copied.
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I think the sequencer revenue era is just gone. Whether L2 can survive or not is dependent on whether L2 can make a killer use case with strong distribution. No one need general purpose L2s. For @soneium, we will focus on entertainment. We will have a major direction shift soon.
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Congratulations on launching Startale USD (USDSC), the native stablecoin of the @StartaleGroup ecosystem. 🌐 This fortifies the foundation and paves the way for future utility on Soneium and in our shared ecosystem. For early access, you can join the closed beta waitlist.👇
Announcing Startale USD (USDSC), our stablecoin native to @soneium. Stable by design. Scaled by innovation. Powered by @m0's universal stablecoin platform, Startale USD is the digital dollar that is designed to bring stability, scale, and liquidity to the Soneium ecosystem
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Sony’s Blockchain Partner Startale Launches Dollar Stablecoin on Soneium. The Startale USD token, developed with M0, aims to power payments and rewards. https://t.co/u004ucBODe
coindesk.com
The Startale USD token, developed with M0, aims to power payments and rewards across the electronics giant Sony's Web3 ecosystem.
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Also, we introduce STAR Points. This is your stake in Soneium & Startale’s ecosystem 👀
💲 Introducing Startale USD (USDSC) and STAR Points by @StartaleGroup, a dual engine designed to power the next era of Soneium. $USDSC: An institutional-grade digital dollar native to Soneium, built by Startale with @m0. Stable by Design. Scaled by Innovation. ⭐️ STAR Points:
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Today we introduced Startale USD (USDSC), the native stablecoin powering @soneium. USDSC is built to unify financial rails for the next wave of onchain creators and scale across Startale App, powering everything from payments to yield opportunities and STAR Points. More to come!
Announcing Startale USD (USDSC), our stablecoin native to @soneium. Stable by design. Scaled by innovation. Powered by @m0's universal stablecoin platform, Startale USD is the digital dollar that is designed to bring stability, scale, and liquidity to the Soneium ecosystem
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JUST IN: BlackRock CEO Larry Fink says "tokenization today is roughly where the internet was in 1996."
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It’s going to be a big year. If the bill passes in 2026, the tax reduction will take effect in 2027 from 55% max to 20%. This will be only applied to around 105 tokens at this moment that are listed in Japan.
🚨 BREAKING: Japan slashes crypto taxes to a flat 20% on gains, down from up to 55%. Time to move to Japan! 😄
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Huge. The Japanese government has officially begun the process of adjusting the crypto tax rate to 20% and is trying to pass it in 2026.
仮想通貨の所得に20%の分離課税、株や投信並みに 政府・与党調整 https://t.co/7z7K4HXhVX
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Since the Ethereum ecosystem is getting scalable, the moat of new chains can be only vertical integration and distribution channels. This is similar to Linux vs Mac/Windows.
i have a hard time convincing myself to own l1 tokens long term not because the p/e ratios r high, but because they have no moat. without a moat, they become commoditized and can’t capture meaningful value. - users can bridge from one chain to another easily these days. - most
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