Mippo 🟪

Mippo 🟪

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The centre can hold

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Think the market is underestimating how bullish it is for Aave and Morpho if stablecoins can't pass back yield. If the issuers can't pass the yield back natively, they'll go looking onchain directly into vaults. Trillions.

The sentiment issue in crypto has nothing to do with the "death of cypherpunk values." It has everything to do with tokens being down 80% over the last five years. If we got just 10 excellent, compounding businesses with great tokens, it would fix everything.

Most discussed projects at Eth CC. 1. Tempo 2. Canton 3. Figure

A quick preview of the DAS agenda tomorrow. 1. Fireside with Kristen Smith and Mike Selig, Chairman of the CFTC on the golden age of financial markets 2. Yano and the CEO of Western Union on stablecoins 3. Crypto and fintech colliding with Robinhood and Arbitrum on the DeFi mullet 4. Fireside with yours truly and the comptroller of the currency Jonathan Gould 5. A view from inside with Morgan Stanley's head of digital assets 6. The institutionalizaiton of crypto with Raoul Pal, Dan Tapiero, and Brett Tejpaul 7. Fireside with the CEO of BNY Mellon 8. Keynote from Paul Atkins, Chairman of the SEC That is just what's happening before lunch. On day one. Wild.

Extreme levels of cope and FOMO that I had to cancel this ;_;

Graham Ferguson

DAS quickly looking like the best / highest signal event in years.

Kind of wild crypto got everything it wanted. SEC and CFTC have provided clarity. Wallets won't be forced to register as broker dealers. Protocol founders aren't getting arrested. Banks are in too. The downside is now there's no one to blame and we actually need to ship 🤷‍♂️

Pretty hilarious CT has consistently faded Circle over and over. 1. Only pure play stablecoin in public markets 2. One side of a duopoly of a 100% consensus market 3. Proven management team 4. Growing revenue and brand Come on.

The rollup idea wasn't wrong, we just don't need 20 gen purpose ones. The end state market structure is 2-3 vertically integrated gen purpose frameworks and many app or sector specific rollups.

Soon token projects will do investor relations better than equities. Onchain data will eventually lower overhead and provide real-time transparency for investors. Supercycle, unironically.

If sentiment flips positive here it seems like crypto has the most torque

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