TradFi

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X @Ansem
Ansem 🧸💸· 2025-07-03 20:05
how do we buy these before they do the deals brosNachi (@alphawifhat):$CRCL up 4.5x in 10 days$NAKA up 20x in 9 days$SBET up 45x in a few days$DFDV up 90xNow Tom Lee pumped $BMNR 35x in 4 days with 5bn volume. It's not your random shitcoin without volumeThe game has changed after Coinbase gets included in S&P500. Every tradfi PM is hungry https://t.co/orJu12Mbur ...
X @Andy
Andy· 2025-07-03 13:12
RT Paul Warren (✖,✖) (@4ormund)how i read this as an internet pony- US dollar on top, @stable_summit on top- unauthorized secondaries on private stock are in (let's see if it sticks)- @sandeepnailwal back in the ring- NFTs on somewhere else (@monad_xyz , @AbstractChain )- crypto has caved to / is meeting tradfi in the middle- i was sidelined from incredible views (probably too hot) ...
X @Ansem
Ansem 🧸💸· 2025-07-02 23:28
RT Eli Ben-Sasson (@EliBenSasson)My thoughts on the Robinhood--Arbitrum news, as leader of a competing technology:1. Its a big win for Arbitrum, and a well deserved one. They have a very good tech stack and team. I like them. Well done @EdFelten @ajwarner90 @sgoldfed and team!2. Its a big win for Ethereum and all L2s on it. This indicates more tradfi players will use this set of stacks -- Ethereum, EVM and L2s. That's good news for Starknet.3. First of Two big questions -- what are the details of the deal: ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 07:57
Market Sentiment & Altcoin Potential - The market's speculative spirit has diminished due to overvalued tokens and losses from memecoin trading [2] - Many believe the next altcoin season may not occur [2] - A disbelief rally is anticipated, potentially transforming into a significant altcoin bull run [4] Altcoin Market Analysis - Altcoin market capitalization stands at $13 trillion, lower than the 2021 peak despite a surge in the number of altcoins [3] - The proliferation of tokens has diluted attention and capital flows across assets [3] Key Factors for Altcoin Success - A select number of altcoins with great product-market fit (PMF) are expected to experience a substantial bull run [3] - Focus attention on a few Schelling point tokens and restore belief in the market [3] - Altcoins need to demonstrate a built-up Lindy effect, revenue and value accrual to the token, and adoption by TradFi [5] Blockchain & Token Value Proposition - There's a shift towards valuing blockchains for their utility, while tokens require a clear value proposition [1] - The industry is concerned that traditional finance (TradFi) will leverage technology developed and funded by the crypto ecosystem without contributing value [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 00:50
RT Ignas | DeFi (@DefiIgnas)In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi kno ...
X @Andy
Andy· 2025-07-01 15:05
RT The Rollup (@therollupco)NEW EP: Hasseb Qureshi on Proof Of Stake, Revenue, and StablecoinsIn today's episode from our @Permissionless series, @ayyyeandy and @robbie_rollup sit down with @hosseeb to explore:> Why Nominal Yields Don't Beat Real Inflation> How Stablecoins Are Quietly Reshaping Payments> Investing at Intersection of Crypto and TradFi> Haseeb’s Bullish & Bearish Takes> Growth vs Revenue InvestingFull episode links below.Timestamps00:00 Intro00:46 Magic Ad01:13 Starknet Ad01:37 Nominal Yields ...
X @mert | helius.dev
mert | helius.dev· 2025-07-01 13:55
there's an interesting dynamic at play in crypto tdexisting financial giants expanding to crypto vs. crypto-native upstartsI'm unsure how this plays outwe either get a tradfi-esque world with crypto dressing or a crypto-native world with tradfi sprinkled in ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-01 12:42
In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi knowledge do we need so to reta ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-06-30 15:46
Robinhood announcements at Cannes today:- Tokenized stocks- Staking- Perp futures- Robinhood Chain- Private stock trading onchainThey're leaning hard into crypto and blockchain, and are the current leader in blurring the lines between TradFi and cryptoPowerhouse https://t.co/JSKUJiZjFG ...