Kartik Swaminathan | Demether
@kartik_82
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CEO, Rolling Thunder Labs, building @demetherdefi. Ex-@AnimocaBrands VC, ex-IB #DeFi #crypto 0xswaminathan.eth
Sydney
Joined March 2009
I think i've underplayed this in the past few weeks but the adjustment of roadmap to become much more AI-aligned should be zero surprise to anyone given the groundbreaking nature of the tech. In the 2000s you were on the internet - or soon to die. In the 2020s you will adopt
🚀Introducing demAI — A Quantum Leap in DeFi Intelligence! 🔥 🌟Be part of the future of DeFi — secure your spot on our exclusive early access list. 💡demAI in a Nutshell: * Evaluate, model, and execute optimal yield strategies * Autonomously learn and expand its capabilities
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Neobanks are yet to be fully assaulted by the innovation of crypto. It will go so far beyond just moving money across borders at low cost.
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TradFi wading into crypto will continue to surprise us DAT innovation will continue to surprise us AI capability will continue to surprise us This is the decade of growth for fintech as a whole.
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Reflexivity is the scariest thing ever. In an upswing you don’t know where you’ll park. In a downswing there is no bottom. Just hold and breathe. DCA in and out.
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Does anyone understand how awesomely screwed most of these launches are? You’ve had DATs and mega rounds among TradFi chains and centralised entities suck the oxygen out of the room already. It’s late cycle so there’s little venture capital around. Half of the venture funds
We have an insane number of token launches expected in Q4 Lighter's LIGER - perps DEX Monad's MONAD - most trending new L1 Solstice's SLX - Solana stablecoin app Vultisig's VULT - AI agent wallet Folks Finance's FOLKS - DeFi hub PlayAI's PLAI - Zapier of crypto AI Flying
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With MNAVs compressing, there is no doubt the pressure is on to innovate and restablish a premium. Expect DeFi to catch fire in the coming months on multiple chains as DATs anchor collateral fresh from the equity markets. The intersection of TradFi x Crypto will play out
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Thanks so much @Anchorage ! Super fun day amidst the chaos of Token 2049!
From TradFi to DeFi, the future’s being built on-chain. Huge thanks to @Anchorage for spotlighting Demether at their first Demo Day during @Token2049! Watch @kartik_82 and other builders share their vision for the next era of digital finance 👇
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What would it take for @SergeyNazarov and @ChainLinkGod to launch a $LINK DAT?? Words can't describe how bullish I am on the vortex of - Proven OG founder - True utility - TradFi narratives kicking off - Rolling community drops from CL build projects - Token well below
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Can't wait for the DAT market to get spicy when M&A kicks off!
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Hi everyone! join us for a live recap of the last few weeks on our Global Crypto Themes show!
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"If … you were optimizing your portfolio for the best return-to-risk ratio, you would have about 15% of your money in gold or bitcoin," I didn't say this, this dude did.
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These days, @DemetherDeFi is making bigger moves. We're focusing on bigger themes, bigger markets and aiming to achieve bigger things. This means we have to go deep. And the first step is publishing in-depth research. Here's our inaugural post from the Demether Research
New from the Demether Research Team: “Why Digital Asset Treasuries Matter” - exploring how publicly listed companies accumulating digital assets are shaping the next era of onboarding investors into crypto. Read it here 👇 🔗 https://t.co/na7p0prGFo
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"If … you were optimizing your portfolio for the best return-to-risk ratio, you would have about 15% of your money in gold or bitcoin," said Dalio, who earned his fame as an investor for managing what was for many years the world’s largest hedge fund. "I'm strongly preferring
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In crypto today you see: + whales selling out of treasured and long-held positions in $BTC + listed companies buying up crypto like crazy + industry-changing stablecoin issuance from corporates + governments passing crypto-friendly legislation (or at least clarifying where they
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First https://t.co/BFn3pe4wdR then Ondo and ShiftRWA. Don’t tell me you didn’t see RWA Winter coming.
backed.fi
The future of the global financial system is on-chain. Backed brings financial assets onto blockchain rails, enabling DeFi integrations and highly efficient global markets.
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Love it or hate it, big things are happening on tokenization of real world assets within the crypto space. The market is already in the double digit billions in value. We're only going up from here. Why? Just imagine what assets people will naturally rotate into post the
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S&P 500 yield is 1.2% give or take. Historical average around 5%? Just imagine what happens if you got 3% and not 1%. Easy, right? Now let’s play this out. A 21 yo graduating and investing (albeit aggressively) will take a lifetime to get a comfortable few mill to
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Feels like @perplexity_ai is completely melting down the moment?
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