SPECIAL: SEC Commissioner Hester Peirce on Perps, Prediction Markets, & The Future of Digital Asset Regulation (Positive News) She talks through the Rule 611 trade-through proposal that's been 20 years in the making, why the innovation exemption is deliberately narrow, her

FT @wagmiAlexander @AerodromeFi

Alex Cutler on the token design principles that make Metadex a competitor to the NYSE: "Tokens are the single biggest revolution to coordination since the invention of the firm. You can build a competitor to the NYSE, without intermediaries, decentralized." "100% of productive

We pulled the best from Hester Peirce, SEC Commissioner, on why this regulatory window won't last and why building real value is the only way to keep it open. https://t.co/0WnSYvEij3

FT @joechalom @Sharplink

Joseph Chalom on the step function ETH thesis from an institutional perspective: "The Ethereum Foundation is reducing gas fees and doing 3x throughput increases, mainnet being built for the volume coming from tokenization, stablecoins, and agentic micropayments." "Incremental

SEC Commissioner @HesterPeirce gives the definitive three-category breakdown of tokenized securities: "Category one: natively tokenized, the actual share onchain." "Category two: entitlement/custodied, the token represents a share custodied on your behalf." "Category three:

Dennis Liu aka @virtualbacon, shares his thesis on stablecoins, altcoin rotation, and why Chainlink has a moat nobody else can touch. https://t.co/T5JQFO3AUM

FT @anthonysoohoo

Anthony SooHoo, CEO of @MoneyGram, shares his thesis on why owning your own foundation is the only way to build something nobody else can replicate. https://t.co/vODoKH1WIS

Vlad on why the Robinhood + CFTC combination unlocks every market segment for Lighter: "Retail: Robinhood brand trust, try perps for the first time." "CFTC license: full US market, options traders moving to perps in the same product." "Institutions: first on-chain experience

FT @seyong @fomo

Se Yong Park says the two biggest underserved opportunities in finance are yield access and permissionless prediction markets and most of the world has neither: "Yield: Chase 0.2%, most banks 0%. Everyone should earn T-bill rate through an app. Equitable need." "Prediction

Joseph Chalom says ETH has everything but the problem is marketing. https://t.co/3ADBzu1owh

Cory Klippsten (@CorySwan) explains why the MSTR/Strategy perpetual leverage structure is genuinely hard to do and why it has to be actively managed.

Fede (@fede_intern) on why AMMs get the price discovery model wrong and what fixes it: "AMMs: mathematical function, almost anti-capitalistic, can't know prices beforehand. Traders go to Solana or Binance. Ethereum arbitraged." "Fix: market makers streaming prices on Ethereum

The AI Inference Boom That Is Set To Explode with @AntSeedAI Founder @AmosMeiri Timestamps 00:00 Intro 03:17 Inference Is New Oil 06:27 AI Financialization Just Starting 09:27 BitTorrent Model For Inference 11:59 1,000 Users Three Months 14:45 Open Market Creates Competition

FT @evanbfish

Evan Fisher on why crypto is protected from AI disruption and why AI is actually a tailwind: "Every app has its own chain? Ridiculous. And people change their mind on that every six to twelve months depending on their bags." "Crypto is protected from AI disruption by network

Every stablecoin issuer thinks they're going to win the stablecoin wars. @Houlgrave says @WalletConnect is built to support all of them. Protocol: chain agnostic, asset agnostic, all assets on all chains. Just the pipes. WalletConnect Pay: 100+ assets, modular. Payments

FT @vnovakovski @Lighter_xyz