Nick Carpinito
@0xMetaLight
1.4K Following 3.3K Followers
"The token has a Blockworks Transparency filing"
the work continues
crypto will persevere
blockworks
Clarity act has failed, but we're used to uphill battles.
The work continues.
Milliseconds matter
Humans are the bottleneck
NEW: Introducing Agentic Detection, asset monitoring built for the AI era.
Following our acquisition of Messari, we are excited to release our first major product expansion.
Agentic Detection brings real-time alerts to Blockworks Monitoring without waiting for analyst review. Teams get broader coverage of the assets they follow, with findings in seconds instead of minutes.
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NEW: Introducing Agentic Detection, asset monitoring built for the AI era.
Following our acquisition of Messari, we are excited to release our first major product expansion.
Agentic Detection brings real-time alerts to Blockworks Monitoring without waiting for analyst review. Teams get broader coverage of the assets they follow, with findings in seconds instead of minutes.
Show more
The active loans share of USDai yield is large and growing fast
DAS Asia 2026 is going to move to the beat of jazz
See you there:
BREAKING: @dawninternet's USD.infra vault goes live on Solana Sept 22.
Launch partners: @Paxos, @m0, @chainlink, @kamino, @JupiterExchange, @orca_so, @Loopscale, @ExponentFinance, @Titan_Exchange, @perena, @turtledotxyz, @project0 and @BirchHill_io.
Structure is what we covered in our April COIL report as USDtel but adds support for AI infra.
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There is a once in a generation demand for new infrastructure.
Nearly $7T will be invested into AI infrastructure and data centers by 2030, and the people building it can't get financed fast enough.
DAWN tokenizes AI infrastructure so institutions and retail can access its cash flows as on-chain yield.
Read More Here 👇
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Turns out distribution isn't the primary moat for token launchpads
2026 is the year of the TE issuer
Going to be a spicy one
DAS DEBATE: Solana vs Hyperliquid for Institutions
@KyleSamani vs @dschamis
mod: @andyyy
Oct 7th. Marina Bay Sands. Be there.
A new challenger emerges on the Openrouter DePIN leaderboard
NEW POD
We Cover:
▫️ Treasury pumping our bags
▫️ SEC crypto rules proposal
▫️ Trump says Hyperliquid
▫️ If ICOs make a comeback
▫️ Are airdrops about to die?
@0xMether @marcarjoon @0xMetaLight
TIMESTAMPS:
00:00 Intro
02:03 Is Treasury Controlling The Curve?
13:36 Crypto’s New Capital Formation Rules
24:48 Is CLARITY Still Needed?
29:24 Who Wins From New Regulation?
33:25 Are ICOs Coming Back?
39:45 Are Airdrops About To Die?
43:37 Can Hyperliquid Go Mainstream?
49:56 Is The Crypto Bottom In?
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Blockworks research put out its opinion on Reg Crypto.
If you're an issuer or investor and want to understand what this means, it's a must read.
Available for subscribers.
TLDR: Reg Crypto is a bit misunderstood
Blockworks Research on Bloomberg
"What initially looked aggressive became increasingly plausible as the IPO process evolved: the range was revised higher, the offering was upsized, and reported demand exceeded available shares by more than 20x"
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Sky mints USDS, Framework routes it to real-world operators, yield flows back to Sky at 3.95%.
The spread OBEX keeps (1.88-3.03%) is wider than Grove's because the underlying assets will be harder to underwrite.
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Elizabeth Warren had a seat at the table on generational financial legislation and spent it citing tornado cash AML concerns.
Proud to be a Massachusetts resident
🚨 WATCH: Chairman @SenatorTimScott leads the Senate Banking Committee in a historic markup of the CLARITY Act, legislation to establish clear rules of the road for digital assets.
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