Join us & some guests tomorrow (July 16th at 1pm ET) for a panel livestream discussing what banking looks like in the Age of Blockchain & AI. Turn on notifications🔔 - see you all tomorrow.

infiniFi is the best way to get exposure to real-world yields. If you have a high liquidity preference, siUSD is your ticket If you have a high return preference, liUSD has you covered The optionality of DeFi meets the returns of TradFi!

Some cool analysis from @defillama_res on junior tranches and where infiniFi stacks up. Another interesting thing about infiniFi is you are going to need *multiple* underlying asset positions to go to 0 simultaneously for the junior to not be able to absorb loss.

I love DeFi, but I'm not a huge gambling guy The first trillion we bring into this space isn't going to be chasing 15-layers of shuffling the same dollar around the board while we speculate on the marginal-buyer for BTC It's going to be from tokenizing real capital flows

The @infiniFi STRC situation is the most bullish thing I've watched a DeFi team do all year. Here’s the part people should sit with: instead of praying for a price recovery, they stood up a prime-broker credit line to backstop the position. A lender-of-last-resort backstop that removes any incentive for junior depositors to run. That’s a century-old TradFi defense mechanism. DeFi keeps rebuilding tranched structures and forgetting the machinery that protects them.@infiniFi didn’t. It hangs like a Sword of Damocles over every future stress event, not just this one. The lesson was never about STRC. It’s about temperament. No denial, no “wen update” silence — a decisive move that turned a controversial position into a proof of competence. Anyone running a structured product on-chain should be studying this. infiniFi didn’t just survive a stress test. @RobAnon and the risk team showed the space what grown-up risk management actually looks like. Bullish on teams that operate like this.

Neobanks have their best fits in emerging markets. Why? Easy - in those markets, the native currency is often wildly unstable. People want to keep their savings in dollars, but you can't use USD to buy bread. With stablecoin-denominated neobanks, you can.

250 years ago, some of the most badass anti-government libertarians to ever grace the Earth collectively told the most powerful naval strength in the world to piss off - and won. Here’s to freedom, here’s to bravery, and here’s to another 250 years of the USA! 🦅🇺🇸

What exactly are neobanks? It's simple - they're the retail-facing side of neofinance, the guys who serve consumers that want 4-5% interest, but don't know how to use Metamask. In short, they're how your average normie will eventually interact with this space

We're winning. We're so early. It's nuts. If the tokenization thesis plays out we will see insane re-ratings of onchain primitives. Stablecoin issuers like Circle, Tether, Sky, Ethena, M0, Bridge, and many others will grow to massive proportion. Perps DEXs like Hyperliquid, Lighter, and Variational will explode in revenue and value. Total combined open interest will be in the hundreds of billions. Lending protocols like Aave, Morpho, Spark, Infinifi and many others will win big. Spot DEXs like Uniswap, Aerodrome, Jupiter, and many others will dominate. Blockchain ecosystems providing the rails to tokenized assets like Ethereum, Solana, and others will grow in massive size. It just takes some patience. Stay optimistic, we're going to tokenize the world.

Rob from InfiniFi says the real scale for onchain yield is in real-world income streams. “We see this as the way the system is designed to basically do what a bank does.” “You deposit your capital to InfiniFi, and we deploy it out to a variety of different venues where it earns a rate.” “The problem is a lot of onchain assets don’t scale very well.” “That’s limiting our ability to generate yield just to crypto and crypto-backed assets.” “Where the real scalability lies is in the traditional world — things based on real income streams.” “Private credit, asset-backed finance, receivables on trade

Join us tomorrow for a Tuesday infiniFi Spaces (June 30th at 12pm ET) - Talking about Bridging Institutional RWAs With DeFi Through Robust Liquidations. Turn on notifications🔔

Happy Monday from The Tokenization Tower. Lots going on this weekend and now on the Monday morning news cycle we see Saylor & co. making their reactionary moves to the market. Will it be enough? We shall see. More tokenization and stablecoin news this weekend into this AM as well. Hyperliquid's HIP-4 getting some traction and Lighter looks very strong with more catalysts upcoming. Ansem on a generational onchain weekend saga & Pumpfun still won't do the airdrop...yikes. Fun show today. Today's line-up is in: 1:30PM ET: @anthonysoohoo - @MoneyGram 2:10PM ET: @RobAnon - @infiniFi See you on the show.

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