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Sharing what I read. Spans across different crypto verticals and sometimes macro too. Happy to discuss if you are keen on the same topics too! 🍪🥛 NFA. Views are my own. I’m just a cookie.
A New Frontier For Crypto Exposure
Talks about DATs - Digital Asset Treasury companies
https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
Upcoming topics in AI
https://x.com/saranormous/status/1928255041397256519?s=46&t=ywALktyM5ZCyt-zigN5Big
Don’t hate the player, hate the game
Loud IS marketing brilliance
https://x.com/jinglingcookies/status/1928317728324211193?s=46&t=ywALktyM5ZCyt-zigN5Big
Solana’s Stablecoin Landscape
https://www.helius.dev/blog/solanas-stablecoin-landscape
Prediction markets can't agree on the truth
https://x.com/michael_lwy/status/1925890768654254571
Digital Finance Fundamentals 05.26.2025 - How to invest behind AI
https://research.artemis.xyz/p/digital-finance-fundamentals-05262025?open=false
If I have to see this robot when I wake up
I’ll tell you what - don’t wake me up
https://x.com/remicadene/status/1928015436630634517?s=46&t=ywALktyM5ZCyt-zigN5Big
$5K manufacturing robot that can fit in your house
This would have been helpful for my final year project - I was burning my table more than I was soldering the wires
https://x.com/jinglingcookies/status/1928271898594652413
JUST IN: $345,000,000 liquidated from the crypto market in the past 60 minutes.
@WatcherGuru
I'm now at Stablecon NYC 2025, a flagship (and inaugural) conference focused entirely on the future of stablecoins—bringing together U.S. regulators, fintech innovators, global payment firms, and leading VCs.
This year’s event is especially timely, taking place just weeks after the GENIUS Act passed the Senate, marking the first major federal step toward clear, stablecoin-specific legislation.
These are my Top 5 Learning Priorities @ Stablecon NYC:
1. GENIUS Act rollout – What’s the real path for non-bank stablecoin issuers? Any clarity on federal vs. state rules?
2. Infra gaps – Where are infra bottlenecks in compliance, FX, on- and off-ramps? Any standout early-stage teams?
3. Yield-bearing stables – How are tokenized T-bills (e.g. OUSG, BUIDL) being structured? Are they composable?
4. Post-stablecoin UX – How are stables being embedded invisibly into apps (e.g. gasless txs, fiat-facing UIs)?
5. Early builders – Who’s building API & SDKs, FX routers, or any other stablecoin-native infrastructure? Pre-A (Pre-seed to Pre-A) pipeline opportunities?
Summary is connect your Solana wallet to Kaito, yap, and pray for the best
Читать полностью…
Breakdown of why onchain stocks are not possible as of yet
https://x.com/brianincrypto/status/1927861132842107249?s=46&t=ywALktyM5ZCyt-zigN5Big
Metalayer Fund
Started by ex-TwoSigma crypto-lead
Excited to see how this fund performs
https://x.com/mickey_graham/status/1927790408035127773?s=46&t=ywALktyM5ZCyt-zigN5Big
If you are keen on AI research - do follow https://x.com/snubeaver
Loads of interesting crypto x AI ideas, as well as AI landscape research coming your way - you wouldn't want to miss out
Opera Neon: Browser for the agentic web
https://x.com/opera/status/1927645192254861746
Stablecoin Market Map
https://x.com/cbinsights/status/1928111622427414796?s=46&t=ywALktyM5ZCyt-zigN5Big
Wildcat: Banking but Better
https://blog.0xemperor.net/p/wildcat-banking-but-better
1. Stablecoins Brigdes TradFi and DeFi
Done with decentralized platforms, enabling real-world utility like payments, settlements, and asset transfers across both sectors
2. Regulation Is the Next Battleground
Regulatory clarity will determine market leadership. Jurisdictions with clear frameworks (e.g. MiCA in the EU) will attract instis
3. Interoperability and Chain-Agnostic Design Are Crucial
Next-gen stablecoins must operate across multiple chains and eco. Projects focusing on composability, interoperability, and multi-chain support will dominate user adoption and DeFi integrations.
4. Programmable and Yield-Bearing Stablecoins Will Gain Traction
Innovations like tokenized T-bills or native yield mechanisms (e.g. USDO, sDAI) will create a new category of stable assets that offer both stability and passive returns, appealing to both retail and institutional users
Full report: https://docsend.com/view/vy9ttpq3hpqk2fxj
Glider Finance
You can create your own portfolio strategy with just drag and drop
Also a platform to discover other strategies
I would say the strategy creation tool is not as straightforward, probably requires a bit of understanding and experience
The platform does tell you when the strategy is invalid - but they don't exactly guide you to go about fixing it
https://x.com/jinglingcookies/status/1928303457448120383
Big Idea #2: Compute, the New Primitive
https://chainofthought.xyz/p/big-idea-2-compute-the-new-primitive
Single click cross chain LP position migration
https://x.com/uniswapfnd/status/1928127726843765231?s=46&t=ywALktyM5ZCyt-zigN5Big
Loud! is a Kaito Testnet
Didn’t occur to me, but this makes a lot of sense
Loud! is a data play for Kaito
https://x.com/siwonhuh/status/1928272704483815864?s=46&t=ywALktyM5ZCyt-zigN5Big
How Are Stablecoins Actually Being Used for Payments?
A new report by Artemis analyzes data from 20 leading stablecoin companies — and reveals strong signs of real-world adoption.
Between Jan 2023 and Feb 2025, these companies settled $94.2B in attributed stablecoin payments.
- Monthly volumes grew 215%, from under $2B to over $6.3B
- Tether (USDT) accounted for ~80% of volume, followed by USDC
- Tron was the top blockchain by volume, ahead of Ethereum, BSC, and Polygon
- Surprisingly, Tether/Tron isn’t just used in emerging markets — it’s also heavily used in developed countries
- B2B stablecoin payments are now ~$3B monthly — still early, considering Visa estimates the total B2B market at $145T
This points to stablecoins quietly gaining ground as a serious payment rail — especially in low-cost, high-frequency environments.
Full report here: https://www.stablecoin.fyi/
Genuinely curious as to what people think about $LOUD's price action
https://x.com/jinglingcookies/status/1928095259377967106
TLDR on Loud!'s Initial Attention Offering
https://x.com/jinglingcookies/status/1928064524743233682
Decentralised.co: Looking into Hyperliquid’s revenue
https://x.com/decentralisedco/status/1928059719043928409?s=46&t=ywALktyM5ZCyt-zigN5Big
Dropping some tips on how to be top 25 on Loud!
https://x.com/jinglingcookies/status/1928022674111918245
Data Rules Everything Around Me: The Future Of Enterprise Applications
The evolution of enterprise applications to become agent-first, made possible with task relevant data
https://mslotnick.substack.com/p/data-rules-everything-around-me-the
Monad Tech Updates
https://x.com/FishMarketAcad/status/1927923804380209572