One week since we dropped the RWA Report with our frens at @RWA_xyz.
#RWA is no longer a side narrative. $100B treasuries held by stablecoins, $8B in tokenized treasuries, 4x growth in private credit.
Thanks to @rwasummit for launching what is now considered the RWA Bible.
Over 45 years, the economy got financialized & securitized, tilting the playing field in favor of those closest to the money printer (the Cantillon Effect)
The bottom 99% is rightfully upset. They’ve been rug pulled by fiat money scammers.
The plan in DC is to accelerate…
Over 45 years, the economy got financialized & securitized, tilting the playing field in favor of those closest to the money printer (the Cantillon Effect)
The bottom 99% is rightfully upset. They’ve been rug pulled by fiat money scammers.
The plan in DC is to accelerate…
Dune Analytics has just released its latest report on RWAs and here at DCo, we’re big fans. We’ve taken a deep dive into the findings, here's a quick recap of the key takeaways that caught our attention:
RWAs have seen impressive growth, up 224% since 2024, with total on-chain…
6-12 months from now, the big story in crypto is going to be credit and borrowing.
It will explosively grow over the next few years.
Two vectors:
1. There’s nearly $4 trillion dollars of crypto and growing: when people can borrow against this crypto, rather than sell, they…
BOOM: SEC has approved the generic listings standards that will clear way for spot crypto ETFs to launch (without going through all this bs every time) under '33 Act so long as they have futures on Coinbase, which currently incl about 12-15 coins.
alternatively
this is the BTC seasonal chart after a fed cut with equity markets within 1% of all time highs which has happened 16 times before and risk assets were higher a year later every single time
alternatively
this is the BTC seasonal chart after a fed cut with equity markets within 1% of all time highs which has happened 16 times before and risk assets were higher a year later every single time https://t.co/jEs6bPGX4a
M2 vs. BTC.
This is my model for Global M2, combining the dollar-adjusted M2 in the United States, Japan, Canada, the EU, & the UK.
I don't use China/India.
Overlayed with Bitcoin's market cap, we don't need lags to identify a correlation.
All I see is an uptrend & new highs.
You asked for @HyperliquidX ❓
You got @HyperliquidX ‼️
HyperEVM is now live on Dune! Explore:
✅ token transfers
✅ dex trades
✅ bridged volume
✅ standard network analytics
And more...
With all the dystopian takes, this is an incredibly promising contra read from my rationally optimistic friends on the AI productivity boom from @DisruptionHedge & @dan_steinhart :
“AI is almost perfectly suited to solving complex medical mysteries. Biology is staggeringly…
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