Kavan Canekeratne
@kavancane
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BTC and ETH don't shutdown
The US government shutdown: For the first time since 2018, the US is about to enter a government shutdown and investors are bracing for it. This would furlough 750,000 workers PER DAY, costing ~$400M in daily compensation. What does it all mean? Let us explain. (a thread)
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USD backed stablecoins are close to becoming a top 10 holder of US Treasuries. Could we see top 5 by year end?
Stablecoin Market Cap Nearing $300B The stablecoin supply has been expanding rapidly, driven by the new crypto-friendly administration in the White House that supports the industry and promotes its integration into global finance. Growing stablecoin issuance injects fresh
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@0xBreadguy @Plasma @ether_fi @pumpdotfun Wtf the @ether_fi sale is fake news. If anyone wants to sell their $ETHFI at a 50% discount I will personally buy everything they’re offering. But secondary transfers aren’t permitted, so this is fake news.
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1/ EtherFi dominates LRTs with ~80% market share and 2.9M ETH (~$11.7B) TVL. Less visible is its pivot toward a crypto neobank via Cash and Liquid strategies, which are scaling fast and now contribute materially to revenue. Breaking down @ether_fi’s business:
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Last minute Token2049 Singapore plans? Here's a side by side comparison of https://t.co/oLTmL9tKkr vs https://t.co/tbIBu2hHWK. Shangri-La is less than half the price! Get up to 60% off leading travel sites, taxes and fees included in the price you see.
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Love these thoughts on low risk defi @VitalikButerin! On the Google comparison, would you argue they lost their way once becoming a public company? Id argue they have done a fairly strong job avoiding the innovators dilemma and becoming a leader across multiple technology shifts
Low-risk defi can be for Ethereum what search was for Google https://t.co/6xIxCrOToQ
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The most important component of an online gambling platform? Wide selection of bets. That’s just one of the findings from CoinFund’s Gambling Adoption Survey. Check out the data below, and read our blog written by Investor @kavancane and Managing Partner @pakman
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At $80M in protocol revenue run rate should be top 50
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Finally have our @tokenterminal dashboard live! $80million revenue run-rate. Nice. https://t.co/5IILFRd6ZE
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@lzminsky @coinfund_io @kavancane @lzminsky Coinfund's insights often mark shifts in market narratives. Reminds me of the data we've been analyzing at OnlyCalls—real insights drive real moves. Appreciate you sharing that.
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Curious what people think on prediction market adoption. Is 19% more or less than your friend group?
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Our team has been hard at work digging into the gambling sector for the past year. Excited to share some learnings from the ground!
Between sports betting, prediction markets, and casino games, online gambling is exploding. To get to the heart of how users interact with these digital platforms, CoinFund conducted a survey on gambling user experience. Let’s dig in 🧵
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Most people think of vaults as consumer products. The reality: their biggest customers are other apps. Exchanges, wallets, custodians, etc. all need plug-and-play yield, and vaults are how they get it.
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Huge thanks to @ETHBoston for organizing this. Excited to spill the tea on M&A with @IntelTweet, @PietroMoran, and Jeff!
⛓️💼 A New Meta: M&A in Crypto This ETHBoston panel breaks down deals, trends, & strategies shaping Web3 - Jeff Ugbah, Head of US Corp Dev @FalconXGlobal - @IntelTweet, CEO of @trycloudburst - @PietroMoran, Director of Crypto @Shift4 Mod: @kavancane, Investor @coinfund_io
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$150B in stablecoins and $90B in TVL. ETH is THRIVING @AvgJoesCrypto
@AvgJoesCrypto What is it with you guys and incorrectly categorizing ETH Is BTC dying bc of lack of revenue? There’s new global infrastructure that could create new jobs and new economics and you’re calling ETH “dying”? Do better
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