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RWAs = token-wrapped tradfi Treasury Cos = tradfi-wrapped tokens Both are ultimately a form of crypto-tradfi bridge
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Stablecoin supercycle
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure… Congrats @jerallaire
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
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IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
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Latest News
Ethereum(ETH) Drops Below 2,800 USDT with a 4.79% Decrease in 24 Hours
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BNB Drops Below 840 USDT with a 3.91% Decrease in 24 Hours
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Bitcoin(BTC) Drops Below 86,000 USDT with a 2.22% Decrease in 24 Hours
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Significant ARB Transfer from Anchorage Digital Custody to Ethena
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Vitalik Buterin Highlights Need for Simplified Ethereum Protocol
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