Ryan Y Yi
@yiryan
yappin • past at @coinbase @cbventures @coinfund_io • opinions my own / NFA
App Chains are not new. The difference in 2023 is that they are coming to EVM, where the majority of users + integrations (wallet, validator, bridge, node) support. Optimism’s OP Stack @optimismFND is open-source and allows any project/team to launch their own roll-up chain. In…
Big Beautiful Billion... on @coinbase Onchain Loans on @MorphoLabs -> $1B collateral 🚨 -> $500M active loans -> $600M+ total loans originated -> 35% of all Base TVL Full data here: dune.com/ryanyyi/coinba…
✅ New Dune Editor’s Pick assigned to “Coinbase Onchain Loans” by @yiryan, your go-to cbBTC @coinbase dashboard: · $566M originations · $5.4B market cap · $981M collateral · $464M borrows · and more! dune.com/ryanyyi/coinba…
Coinbase has custody of 10% of all crypto. 🤯 Robinhood? Likely 10x less. @yiryan breaks down why “flows” may decide the winner in the Coinbase vs. Robinhood battle.
📍 What if Robinhood’s crypto chain… isn’t really about crypto? @yiryan breaks down how Robinhood is using onchain rails to expand its brokerage biz 🧠
A crypto exchange and a stock app walk into a blockchain… How do they compete? 🤺 @DiogenesCasares and @yiryan break down: 🧱 Base vs. Robinhood Chain 💸 Who captures flows? 🧠Who owns tokenization? 🥇 Who wins? bit.ly/4llgbWd
One crypto-native. One fintech giant. Coinbase and Robinhood are converging on the same space, but their starting points couldn’t be more different. I spoke with @DiogenesCasares and @yiryan to get their perspective on how these two giants will compete, and what will determine…
Unchained LIVE - July 7 - Coinbase vs. Robinhood x.com/i/broadcasts/1…
Fintechs are competing to bring people onchain — and all eyes are on Coinbase and Robinhood. Tune in to my livestream today at 12:00 pm ET / 9 am PT with @DiogenesCasares and @yiryan as we unpack how the competition could unfold! Here on X and YouTube!
TLDR Robinhood's Crypto at ETHCC - 1. Web2 + Onchain gets another entrant. Coinbase + Base started the onchain revolution. Robinhood joins the party with their own chain. 2. DeFi is on it's next step function of growth. Any and all asset classes will be tokenized. 3. It's…
🚨this is a banger acquisition > coinbase does not do well internationally but wants to compete > to win intl, must win perps; binance, okex, and others dominate this market > coinbase buys a legacy product and marks stamp to win intl > this was a greg ballanco production
JUST IN: Coinbase to acquire crypto options trading platform Deribit for $2.9 billion.
Coinbase kingmaking Morpho w/ BTC loans is a masterclass on value capture: Step 1: Invest in the protocol (Morpho) Step 2: Use it to funnel activity to your chain (Base) Step 3: Push collateral into your own asset (cbBTC) Step 4: Lend an asset that pays you yield (USDC) Step 5:…
Pioneering the DeFi Mullet. Officially over $130M in bitcoin-backed loans via @coinbase, powered by Morpho. Learn more about the integration👇
There is now $60M of BTC collateral and $30M of USDC active loans coming directly from the Coinbase App onchain on Morpho on @Base. Numbers growing linearly as the app is rolled out to more users.
Thanks @brian_armstrong for the kind words. You are crypto’s best founder. Coinbase mafia grows by one!
Thank you for all you’ve done Ryan! I will miss your updates, and excited for what you do next. Welcome back any time.
gm - some personal news! After 4 amazing years at Coinbase, I’ll be saying farewell this month. Building @cbventures from day 0 has been an incredible honor and an unforgettable journey. Sharing the note I sent to the team below. 👇
