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X @mert | helius.dev
mert | helius.dev· 2025-11-30 11:43
it's 2025 and we are still arguing for committees over marketsthis is the most dangerous idea in governance, whether countries or blockchainswe have not learned our lessons from history, so allow me:- the question is not whether market voting is good or whether committees are bad- we *know* that all systems are imperfect and have their flaws- the question is: given we know that all systems are imperfect and full of errors, which system exposes its errors to criticism and correction?- this is the question th ...
X @Cointelegraph
Cointelegraph· 2025-11-27 10:00
⚙️ BUILDERS: Propose upgrades across chains. See them actually get built.Introducing Cointelegraph’s CTDG Dev Hub.Developers, validators, and contributors can:• Propose cross-ecosystem governance upgrades• Work directly with Cointelegraph’s CTDG to develop them• Shape network improvements with community inputLive on Solana, Injective, Polkadot, Coreum, Chiliz, MANTRA, Tron, Cosmos. More coming.Governance you build, not just observe.Learn more:https://t.co/xf9fATyFuE ...
X @mert | helius.dev
mert | helius.dev· 2025-11-25 15:07
RT Impermanent Gains (@__lostin__)SIMD-0411 Governance forum post is up 🥳Increase Bandwidth Reduce Inflationhttps://t.co/OQXzDKeqgs ...
X @mert | helius.dev
mert | helius.dev· 2025-11-22 00:01
RT Nick Almond (@DrNickA)Double disinflation. Gets the network to tail inflation in half the time.The last time an inflation reduction proposal went up on Solana it was probably one of the biggest votes in crypto history.Solana Governance is getting an upgrade soon too. Fun times. https://t.co/ViW7n3AuUQ ...
Canvas Prime's Lynn: Looking for Right Deal, Not Hype Deal
Bloomberg Technology· 2025-11-21 21:30
YOU ARE HERE TO TELL US WHAT IS IMPACTING YOUR INVESTING APPROACH. YOU MISS YOUR THESIS -- THESIS. REBECCA: WE CAN DEBATE WHETHER WE ARE IN A BUBBLE OR NOT.I DEFINITELY THINK WE ARE, BUT WHAT IS MORE INTERESTING TO TALK ABOUT IS HOW WE AS EARLY-STAGE INVESTORS REACT AND HOW WE INVEST IN COMPANIES THAT WILL BE THE NEXT $5 TRILLION COMPANIES AND HOW WE EXECUTE ON THAT NO MATTER WHERE WE ARE IN THIS HYPE CYCLE. CAROLINE: THOSE WHO WOULD SAY WE ARE NOT IN A BUBBLE IS THAT A LOT OF THESE COMPANIES ARE PROFITABLE ...
X @The Economist
The Economist· 2025-11-20 22:00
Ukraine is not, and never has been, a model of clean governance. That is not why the West has spent some $400bn—and counting—to help defend it. Were Western support to falter, the only winner would be Vladimir Putin https://t.co/CwMiG4Klrq ...
X @Starknet (BTCFi arc) 🥷
Starknet 🐺🐱· 2025-11-20 01:41
RT Ohad Barta (@OhadBarta)I had the pleasure of speaking at the Starknet governance call regarding a significant governance change we plan after v0.14.1.The goal: start taking steps towards decentralizing the decision process on Starknet's futureThe first step: enabling votes on any planned/non-urgent change to the Starknet protocol.Current initial suggestion:* Every protocol change will be a list of well documented SNIPs. SNIPs must be finalized at least two weeks prior to the vote starting.* Each SNIP wil ...
Archer® Extends Archer Evolv™ Capabilities with Continuous Controls Monitoring to Automate IT Control Assurance
Businesswire· 2025-11-19 15:05
Core Insights - Archer, a global leader in Governance, Risk, and Compliance (GRC), has announced new capabilities for its Archer Evolv platform, enhancing compliance assurance for organizations in near real time [1]. Company Developments - The introduction of new Compliance and Control Management (CCM) capabilities aims to help organizations better manage their compliance requirements [1].
AvePoint (NasdaqGS:AVPT) 2025 Conference Transcript
2025-11-18 22:02
AvePoint Conference Call Summary Company Overview - **Company**: AvePoint (NasdaqGS:AVPT) - **Industry**: Data management, governance, and security within the Microsoft Cloud ecosystem - **Founded**: Over 20 years ago, initially focused on Microsoft SharePoint infrastructure management Key Points and Arguments Company Evolution and Market Position - AvePoint started in the infrastructure management space for Microsoft SharePoint, becoming the largest player in that area before transitioning to cloud services with Microsoft [17][18] - The company is now the largest B2B SaaS data management, governance, and security player, operating in 18 countries with a revenue breakdown of 45% from North America, 35% from MEA, and the rest from APAC [18] - AvePoint's annual recurring revenue (ARR) is projected to exceed $410 million, with 53-55% of enterprise customers being recurring [19] Business Model and Financial Performance - The company has achieved 22% operating margins, is cash flow positive, GAAP profitable, and adheres to the "Rule of 40" [19] - AvePoint has invested aggressively in channel sales, improving efficiency and reducing sales and marketing costs [19] - The company aims for $1 billion in ARR by 2029, with up to 30% expected from non-Microsoft sources [43][44] Product Focus and Market Trends - AvePoint focuses on data management, governance, and security, particularly for unstructured data, which constitutes 80% of all data and is the fastest-growing segment due to AI [20] - The company addresses two primary concerns for boards globally: AI and security, emphasizing data resiliency and lifecycle management [20][21] Relationship with Microsoft - AvePoint does not resell Microsoft software but operates as an ecosystem player, maintaining a strong partnership with Microsoft [23] - The company has a significant relationship with Microsoft, being a top global partner and customer, which allows early access to product developments [23] - Over 90% of AvePoint's revenue comes from the Microsoft Cloud, but the company is expanding into multi-cloud environments, supporting platforms like Google, AWS, and Salesforce [24] Competitive Landscape - AvePoint competes with various vendors depending on the segment, including Commvault, Rubrik, Veeam, and Varonis, but differentiates itself through its singular platform and extensive compliance credentials [56][57] - The company believes there is ample room for growth despite market convergence, as it offers a comprehensive solution that integrates data management and governance [65] Customer Insights and Deployment Trends - Customers are cautious about AI deployment, often preferring to implement governance solutions before rolling out AI tools like Microsoft Copilot [36][37] - The company is seeing a shift where AI-native companies are moving faster in adopting AI compared to traditional banks and regulated industries [41] Future Outlook - AvePoint is focused on expanding its presence in IaaS and PaaS markets, which are growing faster than traditional cloud collaboration tools [45] - The company has $500 million in cash, no debt, and is generating significant cash flow, positioning it well for potential acquisitions and organic growth [46] - The emphasis on embedding AI into its products aims to enhance customer experience and increase upsell opportunities [69] Misconceptions and Strategic Vision - A common misconception is that being tied to the Microsoft ecosystem is a disadvantage; however, AvePoint views it as a strength that enhances its value proposition [76] - The company is committed to staying agile and close to customer needs, which is crucial for navigating technological disruptions in the software industry [79] Additional Important Insights - The company reported a 19% net new ARR growth and a 38% growth in SaaS, despite some softness in the U.S. public sector [47][49] - AvePoint continues to invest in the public sector, which remains a resilient segment for the company [55]
X @Polkadot
Polkadot· 2025-11-17 11:51
RT Parity Technologies (@paritytech)Parity just entered its Second Age.For 10 years, we focused on engineering: security, scalability, governance, and a chain-of-chains architecture.Now the foundation is finished.The next decade is about products, and the people who will build them 🧵👇 https://t.co/Cnnbl8k2q7 ...