Very interesting views from @EASYResidency S1 founder @nicoypei Stablecoins won on USD liquidity, but still represent <1% of cross-border flows. The next unlock: multi-currency accounts powered by synthetic FX and local payment rails for real everyday utility. Huge opportunity ahead, we are looking for more discussion around this topic and more founders to join S4 to build global payment/stablecoin/FX, in Bhutan. Apply here: 👉

Our HK police officer 👮 turned founder in @EASYResidency S3, building RWA decentralized finance, starting with TCG —a neglected “niche” market (market size valued at $7.5bn) — growing on @BNBCHAIN 🔥

Over 10 teams have already admitted. And we are still intensively conducting interviews to go to Bhutan this summer! Calling for founders building in the following areas: 1) Global/stablecoin payments and on-chain credit; 2) Agentic Economy - AI agents/payments; 3) AI infrastructure; 4) AI x healthcare; 5) DeSci; 6) Physical AI, world model and robotics. Apply here: 👉

Not everything can be solved by agents. Talent is still the most valuable asset for any company. At @yzilabs we focus on 2 value-add: 1) Recruiting and 2) GTM, here we launched: YZi Talent. Explore + apply →

You can now buy spot BNB ETF exposure directly on a stock exchange. The lines between crypto and traditional capital markets are disappearing. Convergence is happening. $BNB @vaneck_us launched the first U.S. spot BNB ETF, $VBNB, today.

GeniusFi is a #Genius# move. After launching its signature Ghost Orders to solve on-chain privacy issues for whales, Genius Prop AMM is designed under BEP-668 (BSC pre-confirmation for Prop AMM) on @BNBCHAIN. @GeniusTerminal is backed by @yzilabs and is the first to launch a prop AMM on BNB Chain. There will be more to come from @EASYResidency S3. On-chain markets are fragmented today. But just like Bloomberg unified traditional finance, crypto and all types of digital assets will eventually converge around a unified on-chain layer — aggregating liquidity, execution, identity, and intent across every chain. In EASY Residency S4, besides 1) global payment/stablecoin/FX and 2) agentic economy, we continue to look for builders creating 3) next-gen DeFi primitives: • Institutional DeFi & trading infrastructure: tooling connecting institutional capital to decentralized markets via dark pools, smart routing, composable risk layers, privacy, and unified trading terminals across spot, perps, RWAs, and prediction markets. • Perp layer for prediction markets: a margin and lending layer enabling leveraged outcome trading and passive yield on any event. • On-chain credit & private markets: platforms bringing private credit and structured lending on-chain, combining real-world yield with DeFi’s transparency, programmability, and global reach. • Tokenized macro assets & RWA rails: infrastructure for treasuries, money market funds, private credit, gold, tokenized equities, and indices, including distribution, collateralization, hedging, and structured products. • Decentralized insurance: P&C, payment-fraud protection, chargeback coverage, and life insurance — combining the speed and cost advantages of blockchain rails with the underwriting discipline of traditional finance. Long term builders/founders, Easy Residency will cover your 5-week accommodation to build immersively in Bhutan @gmcbhutan. Applications due 6/25 — apply early to secure your slot: 👉

A wish made last year just came true. Real builders need an immersive environment—a container where 100% focus unlocks pure creativity. Last year, when I met His Majesty Jigme Khesar Namgyel Wangchuck, the King of Bhutan, I was blown away by how open-minded, entrepreneurial, and visionary he is. I knew instantly that Gelephu Mindfulness City (GMC) @gmcbhutan was the place. It has the exact energy we need: peaceful, pure, and radically innovative. This is where the next generation of world-changing tech will be nurtured. We are looking for the best entrepreneurs building the future: - The Global Payment Network disrupted by Stablecoins - The Agentic Economy happening right in front of us If you are building in these spaces, come build with us in @EASYResidency Season 4 in beautiful Bhutan this summer. Apply here: 👉

“AI agents need more than intelligence: they need the ability to execute, transact, own assets, and earn trust. Blockchain is what enables that.” — @ellazhang516, Managing Partner & Head of YZi Labs, spoke at @binance Online. AI solves blockchain’s usability problem by turning interactions into intent-based experiences; In return, blockchain becomes the invisible layer for identity, incentives, coordination, and ownership. This is the convergence we’re building toward.

While @sama laughed that Elon was not even serious about his TeraFab project (during Stripe Sessions fireside chat) @CathieDWood believes in @elonmusk of his Orbital Data Center. I do too. My fav quote at @StanfordGSB cornerstone.👇

"Tokenized Real World Assets are one of the most important catalysts for crypto going mainstream." The shift @ellazhang516 is watching: → Tokenized stocks taking off on Ondo, Binance, etc. → Pre-IPO shares — SpaceX, OpenAI — becoming accessible on-chain → Treasury, sovereign credit, real estate, startup equity... all moving on-chain The most valuable assets in the world have always been gated. Tokenization changes who gets in.

Really enjoyed the talk with @CathieDWood and learned a lot. In @ARKInvest’s newly released “Big Ideas 2026,” it defines a new era over the next 10 years—The Great Acceleration—implying the inflection point of macroeconomic growth. This aligns with what @patrickc and @sama defined (at the Stripe Sessions 2026 in SF) - “The start of Singularity on Jan 1st, 2026,” which correlates with model performance, particularly in coding but also many other aspects like biological models such as Evo 2. Three views from Cathie are worth mentioning: - The @ARKInvest team not only talks about the convergence, they quantify it. The YoY “Convergence Network Strength” jumped 35% from 2024-2025, and Cathie predicted it will leapfrog even more this year. - Are we in an AI bubble? No. While tech Capex expansion is at the highest level (same as the telecom boom era), the MAG 6 PE ratio is at a fraction of the dot-com bubble. - Stablecoin transaction volume has exceeded Visa’s and is way higher than the historical giants (PayPal, remittances…) combined. Cathie agreed that blockchain and crypto infrastructure are way undervalued compared to AI infrastructure, with good investment opportunities lying there.

Congrats to the 25 teams graduated from @EASYResidency S3! Our incubation is strictly thesis-driven. We don’t follow trends; we try to define categories. In Season 2, we focused on the prediction market, leading to the successful integration of and into the Binance ecosystem. For Season 3, we moved deeper into Agentic Finance. We looked for: •Next-Gen Oracles: to verify complex off-chain data without trust assumptions—we found Cournot; •On-Chain FX & Stablecoins: to reach the underserved in frontier markets, like USD-i/Issac—a neo-bank for 2 billion Muslim people—and Orbswap; •Sovereign Privacy: we discovered essential infrastructure like 0xBow and SilentSwap; •Exotic RWAs: and now we are moving beyond treasuries into new frontiers with Openstocks, Renaiss, and Gemint; •We are so excited about those AI Infra projects and Applications: Newsliquid, Bank of AI, Brief Tech, and Taco AI, and Functor; •Proprietary AMMs & Everyday DeFi: Innovative models from Lunarbase, Nemesis, Dapital, and PokerFi. Every team is building sth interesting, meaningful, and unique. We are going to work on Payment/Stablecoin/FX for theme for S4, exciting details will be released shortly. Builders, stay tuned.

The “Kiteboarding King of the Valley” @KiteVC came to the rescue of @cz_binance, who started kitesurfing by watching a YouTube tutorial and ended up landing face down on the ground…🤣 Both outdoor sports geniuses encouraged founders to keep doing sports, exercising, and staying fit. 🫶