~a summarization of the things i’ve learned at my first crypto internship @ Fidelity Digital Assets Management (FDAM) doing quantitative and fundamental research: - how to evaluate crypto companies through a risk-based lens - what is the best way to develop models to estimate

instead of attending dollaween i have to sit at home watching all my flights get cooked due to the weather. so who wants to go trick or treating w me tn

ggs my flight from nyc -> austin got cancelled today and i am now on standby T_T never felt so peasantly in my life

inspo vs. what i made (i’m a noob)

why is x402 so powerful? x402 enables autonomous payments with just one line of code. currently, legacy payment systems are designed to be human interfaced. they experience delayed settlement times, high transaction fees among other operational complexities. x402 removes the

van cleef enthusiast at the van cleef exhibit

my idea of a productive saturday: > 9 am: wake up > grab a breakfast burrito > 10 am: go into the office > light reading, catch up on tg messages > 2:30 pm: pilates, intense cardio, cold plunge > 4:30 pm: work more > 6 pm: dessert tasting menu 🍰 > 8 pm: visit my brother’s new

x402 is mcp for payments. the next era of payments will be agentic, composable, and trustless.

What is x402? x402 is an open payment protocol developed by @coinbase that revives the HTTP 402 “Payment Required” status code. It allows AI agents or bots to pay for services in real time using crypto. Instead of relying on API keys or subscriptions, agents send a request,

"data doesn't lie" well it kind of does if you manipulate it or just take the data out of context. this is a PSA to take everything with a grain of salt, even the numbers and charts.

gmonad

my office at bcap is probably one of the most goated crypto offices of all time > we have vanilla protein powder, collagen peptides, creatine gummies > i made the most goated protein shake ever today > our snacks go crazy (hella protein and healthy options) i’ve been visiting

4/ RWAs— the world is coming on chain > RWAs bridge physical assets in the real world to a digitalized, onchain economy > Traditional assets such as U.S. Treasuries, money-market funds, private credit, and real estate can be represented onchain > Decentralized Physical

3/ Stablecoins— the year they went mainstream > More than 1% of all U.S. dollars now exist as tokenized stablecoins > Stablecoin transaction volume exceeded $9 trillion, surpassing @PayPal's by 5x and reaching more than half of @Visa's > $USDT and $USDC account for 87% of the

2/ Bitcoin and Ethereum ETFs hold over $175 billion in onchain assets > BlackRock’s iShares Bitcoin Trust (IBIT) has been cited as the most traded Bitcoin exchange-traded product launch of all time. > Exchange-traded products (ETPs) are a key driver of institutional investment,

1/ Working at @Fidelity's digital assets team over the summer showed me how fast and evident institutional adoption was coming. @a16z's State of Crypto report confirms it: > @Stripe moves into stablecoins (Bridge, @privy_io acquisition)

I cracked the @monad airdrop amounts by tier. Airdrop amount is proportional to (π × wallet_age²) / (ln(transaction_count)) / (6 - Strength). The more eligible wallets/accounts you connect, the stronger your airdrop strength. You can use this formula to calculate exactly how

bullish on @tryfomo

me: “i need some major therapy” my major therapy:

Back to Pokemon cards- in September, tokenized TCGs hit a new all-time high, with volumes up 11% MoM from August (src @MessariCrypto) The tokenized collectible markets alone has TAM among the billions. The market potential is huge and will only continue expanding. As Web3

But why are tokenized assets experiencing a comeback now? My thesis: settlement is instant, and authenticating is easier than ever. Reselling becomes even simpler— you don’t even had to wait for the physical card to be delivered to you in order to resell because we are now able