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@TurboGuo
Researcher @_inceptioncap Investment @pennblockchain 🧱 PM | On-chain Data Analyst 🥳 Crypto FUN Chaser 🦾 Pushing the world to the NeXT level
GENIUS Act passed lets go🔥 repumping my thoughts on this Act: 1⃣What kinds of stablecoin products will benefit from the GENIUS Act? --The spaces for crypto-collateralized stablecoins, algorithmic stablecoins and other innovative stablecoins will be smaller. --The main focus…
a detailed mapping for stablecoin, we can see the future of stablecoin mass adoption is coming
Reg clarity is coming and the stablecoin stack is starting to crystalize. We mapped the stablecoin landscape from issuers to payment processing to service provider. Issuers - @Tether_to @fraxfinance @Paxos @PayPal @circle @Ampl @ebisu_finance @AngleProtocol @UnitasLabs @kinexys…
My current observation: The future winners in the tokenized stock product space need to meet three key criteria: 1️⃣Compliance with local regulations 2️⃣Ensuring users truly own the stocks 3️⃣Seamless integration into the DeFi ecosystem #RWAs #tokenizedassets
Tokenized ≠ Traction. There has been a wave of pumping tokenized stocks, including xStocks, Robinhood, and broker-backed wrappers. But none have cracked the Tokenized Stock Trilemma: 1) Compliance (KYC/ Regulations, Securities Requirement) 2) Ownership (Redemption & Voting…
It is great to meet all the builders and every wonderful ppl! hope to see u all soon
ETHCC Highlights from @_inceptioncap 1/ Robinhood is making everything onchain getting real. The exchange wars are heating up: Robinhood vs Coinbase vs the world. Buckle up. 2/ Agents are shaping up to be the next retail interface. Shout out to @SentientAGI, @OpenledgerHQ,…
BIP-119 will unlock so much imagination The core of BIP-119 is a concept called “Covenants,” which uses OP_CHECKTEMPLATEVERIFY (CTV) to preset how Bitcoin UTXOs can be spent. It’s like putting a “time-lock for the future” on your Bitcoin, allowing you to define rules for…
GENIUS法案通过啦🔥 回顾一下要点： 1⃣哪些稳定币会受益于GENIUS法案？ ——加密资产做抵押的稳定币、算法稳定币和其他创新型稳定币的空间会变小。 ——支付将成为稳定币的核心叙事 ——虽然GENIUS法案的重点是支付，并禁止发行方提供生息稳定币，但监管机构为未来允许生息稳定币预留了空间…
Some great summary about CLARITY and GENIUS from my colleague
1/ Next week is "Crypto Week" in the U.S. House of Representatives. The House will consider the CLARITY Act and the GENIUS Act. These will define what counts as a stablecoin — and who gets to issue one. Let's dive in on GENIUS vs. CLARITY 🧵
it used to be “cheat on everything”. now, we’re making it impossible to cheat on yourself.
My first Hackathon! Thanks @Xidea404 @devdotbo for doing all the hard part and make this hackathon experience so great! Here's what we built at ETHGlobal Cannes hosted by @ethglobal: 😼 NYAnCAT – NYAnCAT: The cutest and sharpest AI personal banking cat that brings you low-risk…
I swap my #BTC for @Strategy MSTRx on @solana and @JupiterExchange (thanks for @xStocksFi )> @Strategy use my money to buy #BTC > ? Nevertheless, this is really exciting!
We’re running an experiment with @Fitcentive: Personalized Accountability Calls. Turns out, it’s not cash or leaderboards that stop you from grabbing that midnight cookie or hitting snooze at 5 AM... It’s that ONE voice deep inside that won’t let you quit. > Goggins. Kobe.…
Supporting @ellisp_osborn 's Fitcentive. Great product! devfolio.co/projects/fitce…
It takes a long way for AI agents to actually do yield optimization. If not many people can truly understand DeFi protocols and find the best yield, how can the models have the data to train on?
Theoretically, JLP could be an auto hedging asset, but in reality it is not the case In a bull market, more people go long, which leads to more borrowing of ETH and other coins and repay stable coin. This causes the base asset pool of JLP to be more stable. In a bear market,…
JLP 理论上可以是自带对冲效果的资产，但现实情况不允许 牛市的时候，有更多人开多，就有更多人借出 ETH 等，并且还稳定币，使得 JLP 的 base asset 池子更偏向于稳定币 熊市的时候，有更多人开空，有更多人借稳定币还 ETH 等，使得 JLP 的 base asset 更倾向于持仓…
