YettaS

yettas.notion.site My personal homepage updated! summarizing some of my thoughts and threads from the past. This includes the investment logic behind several deals, as well as my insights on various sectors and markets and my observation of human nature. Writing has been…

StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation…

coindesk.com/markets/2025/0… We’re excited to support $LTC ’s next chapter through the $100M PIPE round, alongside @SatoshiLite, @GSR_io, @coinfund_io, @paraficapital and other strategic partners. A meaningful new step forward for one of crypto’s most enduring network, the digital 🪙…

we’re on the hunt for a top 1% cryptonative BD savant, somebody who’s experienced at handling ramps, exchanges, market makers, etc we offer generational upside and massive scope at the cutting edge of the stablecoin future if this is you or somebody you know dm me…

好多人来问SBET，我们当时参与PIPE的投资逻辑都在这里啦，Equity-Token synergy是这个周期Cedefi的极致展现，结构性打法也会不断升级换代，值得期待🙌

Visa turned credit cards into rails. Stablecoins are doing the same to banks. They’ve become the native interface for depositing, earning, borrowing, and spending in crypto. To win the stablecoin war, you must master 3 levers: - Sourcing supply - Owning Channels - Designing…

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We're excited to announce the close of a fresh funding round with select institutions — alongside an oversubscribed Echo Round — to build the future of stablebanking. The raise saw participation from 350+ backers and sold out in minutes. More exciting news, soon... 👀

我不这么看，先通过稳定币支付把钱引入链上，有了资金流入，链上经济才有土壤去长出更多应用和创新。

Vitalik’s in town. Join us in Cannes for a fireside chat with our crypto GM, @JohannKerbrat, the founder of Ethereum, @VitalikButerin, and the CSO of @offchainlabs, @ajwarner90. Tune in tomorrow at 7:45pm CEST on Robinhood X and YouTube.

The most important question for any RWA project isn’t how to issue asset. it's 1. Who's your buyers? 2.through what channel do you reach them? Issuance is easy. But with offchain yields, asking people to take on extra crypto risk just doesn’t make sense. Everyone talks about…

Everyone loves to talk about “stablecoin payment”, but look closer, every step is a minefield. In reality, the easiest part of the flow is the stablecoin transfer, the hardest part is at fiat <> crypto boundaries. Take this flow as an example: going from BRI → USDC → THB,…

Another Forbes cover, another billion-dollar raise at peak euphoria. If it looks like a top, smells like a top…

The U.S. Senate has passed the GENIUS Act — landmark stablecoin legislation that provides regulatory clarity, enhances consumer protection, and extends U.S. dollar dominance online. Thanks to President Trump for his leadership on crypto & @SenatorHagerty for authoring the bill.

You can now bridge USD1, by @worldlibertyfi, to Bitcoin Thunderbolt. The most principled stablecoin meets the faster Bitcoin.

Metaplanet's mNAV is 10.35, almost 5X MSTR's 2.10. Same BTC treasury playbook, but the valuation premium tells a different story. It’s about how Japan’s capital market mechanics bend the rules. - NISA Scheme Advantage: Japan’s tax-free NISA(Nippon Individual Savings Account)…

1/ Today, we're proud to announce that Stripe is acquiring Privy. We couldn’t be more excited. Privy will continue as an independent product – but now we’ll move faster, ship more, and serve you even better, so you can stay focused on your users.