Stable coins are the gateway drug for fintech into tokenization. The revolution will be tokenized. It's a matter of time till every asset class is a token.Payments are like the core primitive of finance. Once you get those right, then you can build everything else on top of it. That sounds like a trivial sentence.Building payments right is incredibly hard because payments are easy. Edge cases are hard. I saw the NASDAQ is now going to tokenize all stocks from 2026 on Hyperledgeru.I believe that's coming and ...

Bagelization is the second week of September. David downtember is continuing I think on the week. Actually, this is more like flat flat timber. >> Flattber. Flattember. Yeah, >> down timber is ahead of us. >> Yeah, still we've got some more days left in the month. I guess things could be this. This is why people are wondering is the bull market over? I actually saw Anom tweet this over the weekend. He was like, I'm feeling like it's over. >> Why do people even bother asking that question? I don't know. >> I ...

when we were like going through the acquisition process, I went to the Stripe offices to have lunch with John and Patrick and I like walked in and I think this maybe was like the first time I'd met John in person and the first thing he he said to me, he was like, "Can I tell you a joke. " And I was like, "Yeah, sure. " He was like, "What's the difference between a bank and Tether." And I was like, "I don't Oh, and he was like, "Well, one of them is like this big institution that holds a ton of money and you ...

But you send a stable coin over blockchain and you could see when it was sent, you could see when it was confirmed, you could see when it was delivered, you could see that it stopped. And it's like just very basic things in addition to costs and things that are more complicated that made us believe that money would be tokenized at some point in time. People, businesses, fintexs, banks would see the value in using this emergent payment rail.And we were building for that future. ...

Bit mine has done what in 60 days what took Micro Strategy three or four years to do in terms of percent of supply is absolutely incredible. >> Not only Tom though, but Ether Machine also bought $654 million of ETH through a private transaction. So brings in the total holdings in nearly 500,000 ETH, almost half a million ETH as it prepares for a NASDAQ listing later this year.And then also, you know who bought ETH. A bunch of ETH this year, Ryan, or just recently. Jack Ma.Jackmaw, the guy from Alibaba. Well ...

Decentralization & Real-World Integration - Decentralization is likely to prevail due to its inherent advantages, similar to Churchill's analogy about democracy [1] - Integrating real-world assets on-chain necessitates acknowledging real-world constraints and human behavior [2] - Decentralized systems offer an "opt-out" option, providing value as a store of value [2] Future Trends - A semi-permissioned or consortium-based future, like Austin's vision, is considered unsustainable [1] - Users, asset issuers, and regulators will ultimately gravitate towards decentralized networks [1]

If Austin's version of a semi-permissioned future or consortium future becomes true, it'll blow itself up. To me, at the end of the day, the people, the users, the assets, the companies who issue those assets and the governments who regulate those companies will find themselves on a decentralized network because I'm going to garble this, but it's like the quote that Churchill said about America or it's the worst option except for every other one. And I think ultimately decentralization will win by default.A ...

For every $2 of highquality liquid assets secured on Ethereum, there's about a dollar of appreciation in the market cap of ETH. And I'm not suggesting that as it goes Jcurved, that correlation will continue to be linear. But I'm suggesting there's a correlation.If that's your framework, then you can look at each of these pools of assets. Stable coins, you know, 275 billion going to potentially 2 trillion over the next few years. tokenized real world assets going from 2530 billion to some much larger multipl ...

Convertible Bond Offering - Ether 作为一种支付超过 3% 收益的资产，非常适合用于可转换债券发行 [1] - 以太坊的波动性和收益性使其成为可转换债券的理想选择 [1] - 公司认为以太坊有发行可转换债券的潜力 [1] Capital Strategy - 公司不惜一切代价筹集资金 [1] - 公司不会为了追赶最大的 ETH 金库而做愚蠢的事情 [1] - 公司不会做以后会后悔的事情，而是以聪明的方式进行长期投资 [2]

📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET https://bankless.cc/RoninWallet --- ETHZilla wants to turn ETH into Wall Street’s new reserve asset, and they’ve built a plan to do it. Ryan sits down with Avichal Garg (Electric Capital) and Mac Rudisill (ETHZilla) to unpack why ETH treasuries exploded this cycle, how credit markets (converts, preferreds, and debt) supercharge accumulation, and why stablecoins → DeFi → ETH forms a flywheel that turns Ether into high-quality collateral. We dig into lever ...