RT Emin Gün Sirer🔺⚔️ (@el33th4xor)A paradigm shift is occurring in stealth.Credit markets are becoming programmable.Grove is deploying 250 million dollars of RWAs on Avalanche.Ignore the noise, focus on fundamentals.This is onchain capital formation.Accelerate. ...

All right, welcome back. Stocks taking a bit of a breather today as you see some firms now suggesting bonds might be your best play into August and September, not stocks. Marco, the co-founder and CEO of Sycamore Tree Capital joins us once again at Post9.Nice to see you back. Good to see you, Scott. I'll ask you about that in a minute, but because trade is taking a lot of the oxygen today with the talks in in Sweden.You say trade policy being less bad is still bad. You think the market's underappreciating t ...

Josh, it's good to have you back. Welcome. Nice to see you, too.Are you surprised at the resilience of the overall market and economy to these higher tariff rates. Not especially, to tell you the truth. Um, I think when I was last on the show, I think I was I had finally come on to the view that rates were finally going to start to come down because it seemed like we were seeing some easing up of inflation.We're seeing a few signs of a little bit of softness and it seemed like it was time. And also there wa ...