Everyone's worried quantum computers will break crypto. Julian Zawistowski, Founder of Golem Foundation, finds the panic "funny."
I asked him for the bull case on ETH. He's honest that Ethereum is still a bet, but he went straight to quantum and thinks it's "uniquely positioned to be quantum ready before anyone else."
@julianzawist
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Most institutions won't move serious capital onchain if every position is public.
Zama's Q3 report covers how that's getting solved, from confidential vaults to confidential swaps.
Andy and I are covering it Monday with a stacked lineup.
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The GP of @multicoin says he sees only three moats left once AI makes building cheap, and they're capital, distribution and data.
Spencer says, "It's basically a weekend in Claude Code, whereas maybe three years ago it took two million dollars, six months and a team of five engineers.
"You really need to think about who actually has a moat."
@SpencerApplebau
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Banks have kept the spread on your deposits for decades.
Aryan Sheikhalian says that yield should have gone to the people who own the capital all along, and blockchain may make sure it finally does.
@Aryonchain @CMT_Digital
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The Nasdaq-100 is onchain and this time the issuer is doing it.
Janus Henderson built JQQQ with Centrifuge... A $500B asset manager is building onchain and it won't be the last.
Introducing Janus Henderson Nasdaq-100 Index® Fund (JQQQ), the first blockchain-native Nasdaq-100® fund.
Launched by Janus Henderson Investors @JHIAdvisors and Centrifuge, the fund brings one of the world's most recognized equity benchmarks onchain through an issuer-sponsored investment product.
Licensed to track the Nasdaq-100 Index®, JQQQ provides exposure to 100 of the largest non-financial companies listed on Nasdaq.
Now live on @StellarOrg. Built to connect across DeFi, from trading and lending to collateral markets and structured products.
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Best seat in the house at The Bridge today Thanks @NEARProtocol and @TheTieIO for having us!
Inside the NEAR Podcast Studio at The Bridge, @therollupco is hosting conversations with leaders across TradFi and digital assets throughout the day.
Thank you to our Diamond Sponsor @nearprotocol for bringing this space to life.
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When Meta announced Muse, Schwab traded down. Will Peck, Head of WisdomTree Onchain, says that's a signal for any business built on customers not paying attention to their cash.
"I think the easier it is for people to access things, the more that businesses that were based on customers maybe not paying attention… would seem to be under threat in this model."
@wbpeck @WisdomTreeOnchn
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A lot of people think AI money spills straight into crypto. Anestis Arampatzis of DV Trading says the rotation is real, but only a few places will catch it.
"I don't believe the market cap of equities will just fall blindly into the digital asset space.
"I believe that there will be two or three places that most of this AUM will get into and this will be sophisticated players that show up on product, that show up on revenue and that show up on professional teams."
@AnestisBitcoin
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zcash:native is up almost 8% this week, and Grayscale's Zcash ETF just had its first inflow week in a month at 41M.
Best chart in the top 10 right now.
I asked Steven McClurg whether AI's cybersecurity power is the real risk to crypto.
He said the bigger issue is valuation.
Too many data centers, too many idle GPUs, and early cracks in debt markets.
"Anthropic is frantically trying to get an IPO done while there's still money in the market."
@stevenmcclurg @CanaryFunds
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Head of Digital Asset Strategy at T. Rowe Price says the world's biggest institutions are now asking her to teach them tokenization.
"I can't tell you the number of large, giant, established institutional clients who have asked me to come in and do a teach-in."
@TRowePrice_DA @TRowePrice
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LIVE: Institutional BULL RUN Is On! I'm Back In NYC! Big Day. Interviewing Schwab, T. Rowe Price, Bitwise, Grayscale & Coinbase Institutional Today
CZ told us yesterday that crypto and TradFi are one industry now.
Today we're at The Bridge with Schwab, Multicoin, Matthew Sigel, Dan Held and John Darsie to hear how that's actually playing out.
Live from the floor at 10AM ET.
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TOMORROW.
Live from one of the best institutional conferences of the year, The Bridge by @TheTieIO
Tokenization supercycle.
Be more bullish.
@therollupco @NEARProtocol
Graham asked me how I think about Bitcoin and Zcash.
For me I think about gold and silver.. Two scarce assets, each with its own role, and a relationship markets have understood for centuries. I think we're watching a version of that play out onchain.
@graminitha1 @BitcoinNews
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Tokenized $CRCL is at $385.7M, up nearly 3,000% in a year.
Circle is one of the few issuers leaning into its own stock trading onchain. Most listed companies are still watching.
At some point they each have to decide whether to meet holders there.
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Circle has found another distribution avenue for its stock: onchain markets
$385.7M in tokenized CRCL, up 2,961.3% over the past year
Executives of U.S. listed companies should pay attention to where investors want to own & use their companies’ stock
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Meta is raising $35B in stock, with a $60B ATM to follow next year. Nvidia, AMD and Broadcom may buy up to $5B of it.
Its suppliers are helping fund their biggest customer.
Fine while the spend pays off but that does that loop look like if it slows?
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Swap lines activated:
*NVIDIA, AMD, BROADCOM INDICATE INTEREST TO BUY UP TO $5B OF META STOCK
Meta to Raise $35B in common, preferred stock; will launch separate ~$60B ATM no earlier than Q1
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TOMORROW.
The Rollup is LIVE from The Bridge in NYC, starting 10AM ET.
We're sitting down with Matthew Sigel, Dan Held, John Darsie, Multicoin, Charles Schwab and more.
See you on the show.
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People love to talk about quantum as the boogeyman, but I see it the way I see AI.
There's a small chance it breaks everything, and a small chance it gives us money that's unhackable by the laws of physics. Given the choice, I'd rather spend my energy on the second one.
@graminitha1 @BitcoinNews
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Half the miners are pitching themselves as AI companies now. Hashrate is almost back at record highs anyway.
Seems pretty notable that despite all of the pivots to AI from miners, hash rate for bitcoin is quietly almost back at record highs
CZ on The Rollup with Andy today.
Tokenization supercycle indeed...
THE CZ INTERVIEW.
@cz_binance @therollupco
00:00 Intro
00:10 CZ Feeling Good After Ringing NASDAQ Bell
00:46 BNB Chain Dominating Tokenized Assets
02:17 World Needs Access to Onchain Liquidity
03:26 Exporting U.S. Capital Markets
05:13 CZ's Take on Tokenization Pushback
06:28 Future Of Onchain Finance in USA
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