You can be debanked. You can have the terms changed on you. On Ethereum ethereum:native, neither is possible. @joechalom, who led digital assets at BlackRock, boils the entire decentralization case down to that. No CEO, no rule changes, no de-platforming. He calls it the better analogy for the future than any cooperative or clearinghouse.

Robinhood Chain is an Ethereum L2, and @econoar says most people miss what that means. Building on Ethereum let them instantly plug into Lighter and Uniswap for liquidity. Meme stock pools bootstrapped millions for their tokenized stocks. This is an advantage rival chains with no Ethereum composability can't reproduce.

The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned) with @DragonflyVC's @hosseeb Timestamps: 00:00 Intro 02:21 Perps Are Still Only 1% Of Derivatives Mkt 04:17 Hyperliquid Is Trying To Be The Nasdaq 06:13 RWA Volume Already 50% Of Hyperliquid 08:27 Hyperliquid Cracked The UX Code First 10:33 Variational RFQ Model Vs Order Book 12:44 Polymarket Vs Kalshi Supreme Court Battle 16:00 Prediction Markets Advertising Blitz Explained 18:14 Kalshi Suing States To Get To Supreme Court 20:43 NEAR Account Abstraction For Every Chain 22:57 Zcash Is The Rebel Response To Bitcoin ETFs 24:59 Prediction Market Growth Curve Not Over Yet 27:23 Wash Trading On Kalshi CFTC Investigation 28:13 Haseeb Personal Investor In Zcash Wallet 29:19 Make Money Then Hide In Privacy

Kevin O'Leary got on stage and said whoever wins trading and exchanges moons the hardest. @andyyy realized he was unknowingly pitching Hyperliquid, Lighter, NEAR intents and the Robinhood chain. He says he nailed the trade without knowing the names.

EIP-1559's @econoar: Why Perp Coins Just Decoupled From Bitcoin Timestamps 00:00 Intro 02:09 Eric Fumbled Venice At Sub $1 04:10 Own Both Hype And Lighter And Chill 06:13 Eric Sold ETH To Buy Hyperliquid 08:14 Why Eric Stopped Being An ETH Maxi 10:33 Perps Are The Most Obvious Trade Out There 14:24 Tokenized Stocks Will Get Meme Coin'd 16:39 AMC Meme Stock Tears Up Onchain 18:54 CFTC Staff Clears Tokenized Collateral Live 20:43 DEX To CEX Ratio Gets Flipped 22:14 ETH Does Not Need A Thesis To Pump 24:46 Every Stock Gets A Meme Coin Partner 27:49 Robinhood Chain Already $500M Annualized 29:24 Wall Street Has Not Priced Robinhood Chain 35:31 Meme Stock Outpaces Its Own Market Cap 37:43 CFTC Guidance Breaks During Interview 39:23 52 Month DeFi Bear Market Is Over

The top 25 reshuffles every single bull cycle. It just started again. Zcash zcash:native already rose from the ashes into the top ten. HYPE did the same. @andyyy says Lighter ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 and NEAR near:native are next in line to climb the ranks.

Rob (@robbieklages) on why he's bullish on @zama, and adding to his position: "I truly believe the casino funds the research lab." "Zama is one of the few things building for the right reasons, with decades-long time horizons. It's the research lab." "As institutions come onchain, the privacy technology Zama's built, integrating fully homomorphic encryption into digital assets, is exactly the confidential-but-compliant capability institutions actually want."

Rob (@robbieklages) says the more bearish everyone gets on ethereum:native, the more bullish he becomes: "Every dinner in New York last week, every meeting today, everyone is so bearish ETH." "They're ready for it to be dethroned as the number-two asset. And the more bearish takes I hear, the more bullish I get." "The barbell, hard money on one side, the revenue meta on the other, has outperformed for six months. But it's crowded now." "There are assets that aren't crowded, contrarian, poised for reflexive upside. I think ETH is in that spot." "Especially with capital flowing out of AI into digital assets, and we're still early in that trend."

The market suddenly connects the dots that @NEARProtocol's co-founder @ilblackdragon is one of the people who invented the transformer behind modern AI. Andy says the market was sleeping on that and it's finally waking up. He highlights sponsor performance, noting @zama is up around 100% in two days and @AskVenice was at $34 versus $2 when @ErikVoorhees came on in February.

Why All Finance Is Coming Onchain (Full Interview) with @Aave Founder & CEO @StaniKulechov 00:00 Intro 02:04 All Finance Is Coming Onchain 04:09 Why ARC Is Built For Institutions 06:08 Stani On Stage With BlackRock And DTCC 07:38 Funding Abundance Thesis Explained 09:42 Aave Launches MCP Server For Agents 10:36 25% To 50% Of Capital Under AI Agents

$100 trillion has moved through USDC all time. Jeremy Allaire says that's pure product-market fit, not a fluke. Even with flat stablecoin supply, payment and settlement volume keeps growing. A record $150 billion minted and $150 billion redeemed, means the pipes are truly liquid.

Amazon owned commerce. Google owned knowledge. @jerallaire wants @circle anchored around money itself. He says the next great internet platform companies will be built around the financial system. But unlike Amazon or Google, this one has to be broadly owned and governed.

The Entire Financial System Is Coming Onchain (We’re Still Early) with @circle founder & CEO @jerallaire Timestamps: 00:00 Intro 02:10 Arc As A New Primitive 04:31 Jeremy’s Vision 06:44 15 Years Of Progress 08:54 Circle Is The Internet Platform For Finance 11:01 Arc Is Agentic Finance 13:04 DTCC On Arc 15:01 $100 Trillion In USDC Transfer Volume

Ryan (@TripleVodkaSoda) calls the new SEC and CFTC moves great news, but says that for @plumenetwork it's business as usual. Institutions hope for clarity from the top, whether from the Clarity Act or the tokenization exemption, but regulators move at their own pace. Rather than wait, Plume builders went bottoms-up, distributing products offshore and bringing institutions on board in ways they feel good about.

Jeremy Allaire, Co-Founder and CEO of @Circle, shares his thesis on why every tokenized asset belongs on @Arc. "We give asset issuers something very, very powerful. We give them the best liquidity against digital dollars in the world because of our role with USDC and the way USDC works on Arc" "If I'm BlackRock and I issue a tokenized ETF on Arc, I can choose to make it available on Hyper-EVM, on Base, on Solana, wherever I want, and manage that distribution and liquidity across those, because CCTP is the biggest interop highway on blockchains." "We just open the highway to everyone else's cars."

The biggest market in the world trades trillions a day, and almost none of it is onchain yet. Its the FX market. Jack Anorak says the market structure is nothing like the rest of crypto, because its People use it because they have to move money, and that makes it the real prize.

Jack Anorak says Aerodrome competes with Interactive Brokers, not other chains: "We're an onchain automated market maker that settles trades." "We are competing, not against other players on chain, but against Interactive Brokers, against large broker dealers." "How do we make sure the products we deliver are better than what exists outside? Every dream brings with it a need to actually deliver. That's where we're at right now."

Bhaji says she agrees with Andy that it's time to drop the term RWA. "I love it. I've always hated the term RWA." "But everybody understands it, everybody knows it." "The reality is, when we're successful as an industry, there's no TradFi, there's no DeFi, there's no real world assets, there's no crypto assets. It's just finance and it's just assets."