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Dialectic
@Dialectic_Group
Dialectic combines machine intelligence with crypto-native primitives to build superior financial compounding machines.
155 Following    5.8K Followers
Season 2 is going to be something to watch.
Agentic finance needs pre-approved, bounded execution rails. Just because agents are getting more capable doesn't mean they are becoming more trustworthy. Meet MakinaX
Art is made up of part concept & part craft. Given that AI & novel technologies have democratized the craft, we are seeing a renaissance in conceptual art.
Arc 🤝 Dialectic We are excited to announce that Dialectic is a day-one curator on @arc, starting with our Dialectic RWA USDC vault on Morpho. This vault allows @Morpho users to lend against tokenized RWAs on Arc to achieve a diversified exposure to high yielding RWA assets.
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One of the art world’s most persistent clichés is that tech wealth doesn’t translate into cultural engagement. @mgerlis's excellent @FT piece actually makes the opposite case, with the OG @kukulabanze as one compelling example. From his $29m acquisition of @beeple's Human One to his work across @MuseumModernArt and digital culture, the more interesting story is what happens after the market event: when a work enters museums, accumulates institutional meaning, and begins to move toward the canon towards a genuine zeitgeist. Ryan describes his collecting mission as helping “tell the story of iconic works of our time.” His thesis reflects a broader paradigm running through @Dialectic_Group, where capital meets technology and culture and are not siloed into separate systems. They increasingly produce meaning together. Every era has its patron class. The Medici did not simply collect the Renaissance; their capital helped determine which artists, institutions and ideas came to define it. The more interesting question today is whether tech entrepreneurs are beginning to play a comparable role, not merely buying the art of this technological age, but helping shape the cultural record through which it will eventually be understood. I believe it is. The future is bright 💫
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rTokens (Reality Tokenized Stocks) are now live. Stocks don't need to sit idle in a wallet. Dialectic Meccanico will be launching vaults where users can deposit @RealityFi_xyz tokenized stocks and earn yield on top while holding. Powered by @BitgetWallet @BitgetWalletX.
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Holding ETH feels good. Holding ETH and earning yield on top feels better. Earn yield while holding your ETH with DETH:
Interesting points from Bret: @SpaceX is taking a differentiated approach to being a fully integrated company. Investing a lot in Starship because that enables all of the other businesses and Terrestrial compute because it is a cash flow mechanism that will fund so many things along with speeding development of orbital compute. 5G DTC connectivity will be available in 2027. $SPCX is not well understood by the market.
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Tokenization gets the shares onchain and Makina Machines can put them to work. Machines can take tokenized stocks on Base as deposits, then earn yield on top of holding them. The first vault running that with SPCXc is Dialectic Starloop. More here:
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The infrastructure layer for agentic finance is getting stronger. Seems like a great fit for Season 2.
New Product Alert: MakinaX 👀 A Safe module that brings Makina’s DeFi Execution Engine directly to your Safe, turning your multisig into a powerful strategy account. We're opening early access to teams using Safe multisig. Learn more and register interest:
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We dissect the $SPCX acquisition of $TSLA in our analysis at Predictions: - Roadster demo will show the world the magic that a @SpaceX - @Tesla engineering collab can produce. - Acquisition probably not announced announced before second half of 2027, after share distros. - Must be a $SPCX acquisition of $TSLA so that Elon retains control & voting mechanism, even after some future dilution to pay for 27-30 CAPEX plan (which will be >100bln). - Makes sense to roll in @boringcompany and potentially @neuralink because A- the more @SpaceX engineers can tackle other problems the better, and B- Musk owns a larger percentage of these Co.s & the transaction(s) would (likely) be accretive. Investors may want to have exposure to those other co.'s for an eventual accretive roll-up.
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How to deposit into srRoyUSDC: One deposit, diversified exposure across Royco senior tranches, balanced by @Dialectic_Group. Every step is in the video below.
Tokenized SpaceX is live on @base. The Starloop vault puts SPCXc to work. Hold the shares you believe in and earn yield on top, without selling them. Built with @makinafi. Coming soon.
6 new Coinbase Tokenized Stocks just dropped Amazon, Microsoft, Strategy, SanDisk, SpaceX, and Tesla are live on Base
Ethereum is the leader in stablecoins. Ethereum is the leader in capital formation. Ethereum is the leader in DeFi. Ethereum is the logical choice for AI agents. Agentic finance will run on Ethereum. @kukulabanze on @FINTECHTVglobal
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Can SpaceX shares become productive collateral? Dialectic's upcoming Starloop vault lets investors earn yield on tokenized @SpaceX shares without selling them. @kukulabanze explains how it works on @FINTECHTVglobal. Built on @base with @makinafi.
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Joining @RemyBlaireNews this morning: - @adrianwjfritz, @21shares - ⁠@kukulabanze, @Dialectic_Group - ⁠Katy Kaminski, AlphaSimplex - ⁠Jesse Knutson, @BFXSecurities - ⁠@AdMcMarkets, @lo_tech Live from the Big Board.
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"Royco's own Senior RoyUSDC vault is also getting an upgrade with Day. Through the SLP it becomes liquid against Frax USD, doubling as the counterparty for Royco's dollar markets" The Senior RoyUSDC vault, curated by Dialectic Meccanico. Learn more here:
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At today's price you are only paying for three business units 👇
Tokenized stocks are still early. The crossover with crypto primitives means you can build superior offerings. Think holding stocks you believe in plus earning yield on top. Dialectic is building this on @base using @makinafi. Coming soon. @kukulabanze on @YahooFinance.
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Dialectic's founder @kukulabanze joined @YahooFinance today to discuss tokenized stocks on @base and how generating yield on them is now possible, starting with high conviction plays like @SpaceX. If you're going to hold the asset anyway, hold it with yield compounding on top.
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