Justin Barlow

Justin Barlow

14,560 Twitter followers

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Head of BD & Investments @Sei_FND | Venture Partner @FactionVC | Mentor @Techstars | Prev: @Solana, 2x founder, @TheTieIO | ✌️@USC

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The world is finally realizing that defi wasn't built to only service crypto assets Permissionless rails don't care what you put on them, and thats the point

Tokens on Solana

JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.

Stripe paid $1.1B for Bridge. Now Mastercard is paying $1.8B for BVNK Two of the largest payment companies on earth racing to acquire stablecoin infrastructure. Make of this what you will

Lily's take is dead on. Self sovereignty is a key component of blockchain's value prop. While many users may not care about self sovereignty today from a theoretical/philosophical standpoint, they absolutely care about what it means in practice for their money We've all had transactions reversed by our banks, freezes on accounts, funds held for 'review' with no timeline... These are features of the current system, where access to your own capital is a privilege granted by intermediaries In a world where corpo chains gain traction, this concept of self sovereignty becomes even more valuable, not less. Curated access and centralized control points will inevitably reproduce the exact dynamics we're supposed to be moving past.

Blockchains are tech for finance. The moonshot that Bitcoin originally proposed, that many of us came to build, has gone by many characterizations over the last decade: open finance, decentralized finance, internet of money, tcp/ip for money to name a few. All point to the

The internet was built as a military communication network, nobody designed it for existing use cases. The infrastructure just happened to be perfect for them We spent a decade building permissionless networks for humans but their biggest users might end up being AI agents...

Brian Armstrong

@brian_armstrong

Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.

Crypto is entering its consolidation era Across the top 15 revenue generating sectors, the top players capture ~80% of revenue. The same power law that plays out in every maturing industry. You can't sustain 500 L1s/L2s indefinitely, the market will do what it always does

Perp DEXs are now consistently hitting ~$1 trillion in monthly volume The narrative was always that onchain trading is a niche activity, the data says otherwise

Sei Labs presents a major research breakthrough: Every blockchain in history has made the tradeoff between low latency and censorship resistance. By combining MCP and sharding, we're able to solve that tradeoff for the first time, ever.

The largest markets in the world are moving onchain. Settlement becomes instant, global, and 24/7, unlocking massive new distribution. Sei is built for markets that move at internet speed. Strap in.

Hundreds of billions of dollars settled, billions of dollars in trading volume, and millions of monthly active users. An EVM chain with Wall Street performance is no longer theoretical, it's real, and it's called @SeiNetwork

Seeing a lot of new people here, so now’s a good time for a refresher on why @SeiNetwork in ~60 seconds

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