One of the hardest questions in stablecoins shouldn't be:

"Who else is building and where?"

Today we launched a completely rebuilt Stablescape to help answer that.

- 6,000+ stablecoin companies
- Interactive market maps
- Rich company profiles
- And more

You can now submit existing one, and play around with interactive charts.

See it for yourself here: stablescape.xyz

The past decade of crypto & web3 was spent on grassroots adoption.

The next decade will be spent on institutional adoption.

People often want to ask me if their startup idea is good, as if my opinion means anything.

I think 99% of ideas are good if the team can execute well. The problem is, 98% of teams fail at execution.

So, no need to sell me your idea, show your execution.

Bitcoin and stablecoins are lifelines for people in places where local currencies crumble & stocks are out of reach. How?

Bitcoin protects wealth like gold, while stablecoins offer stability for everyday transactions.

Not memecoins. Not NFTs.

The demand-side case for crypto has never been stronger:

As physical infrastructure shuts down, crypto is digital & 24/7.
As governments print trillions, crypto offers programmatic scarcity.
As the world becomes hyper-political, crypto is apolitical.

Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.

Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.

Now, we’re building Francisco to achieve record power density.

RT @VerdaVentures: Please ignore posts sent in the last 15 minutes from this account, we believe Verda's @buffer account was compromised, w…

0-60 mph in 0.81 seconds

Very cool! 0 to 60 mph <1s….

Just used @selfxyz's Agent Vault to book a flight, stored my credit card and credentials in app.agentvault.io, it's my @1Password/@LastPass for my agent, but with agent-specific controls: spending caps, per-app access, test cards, and purchase approvals.

Excited to be a part of the @selfxyz story as an investor!

Just used @selfxyz's Agent Vault to book a flight, stored my credit card and credentials in app.agentvault.io, it's my @1Password/@LastPass for my agent, but with agent-specific controls: spending caps, per-app access, test cards, and purchase approvals.

Excited to be a part of the @selfxyz story as an investor!

We are witnessing a historic shift.

The annual spread between the S&P 500's earnings yield and the 10Y Note yield is down to -1.5 percentage points, its lowest since 2009.

Since 2022, this yield difference has fallen -440 basis points, its largest 5-year decline since the 1970P 500's equity risk premium is on track to post its 3rd consecutive negative annual reading, the longest streak since 2002.

This suggests that, on a yield basis, theoretically less risky 10Y Treasuries are now more attractive than the S&P 500.

In other words, investors are receiving a higher yield from Treasuries than from the S&P 500, despite the additional risk of owning stocks.

Historically, a negative equity risk premium has been associated with strong risk appetite and stretched equity valuations.

We expect an eventful Q4 ahead.

AI-related stocks (defined by the JPM basket) now make up 49% of the S&P 500.

Those same 41 companies account for about two-thirds of the S&P 500’s year-to-date market cap change.

Rates need to go higher as long as the Fed inflation target is 2%.

If you want to "onshore" manufacturing, ICE remove low-cost labor, remilitarize, invade Iran shutting down key shipping routes, and invest like crazy in AI, how can you expect inflation to be low? 😂

Big news: we've raised $4.6M in seed funding, led by @genventurecap, with participation from @CommerceVC, @0xPolygon, @AAF_Management, @VerdaVentures @NGC_Ventures, @FGVCapital, @JSquare_co, @reflexivexyz, @BigBrainVC, and others.

We're building global payments infrastructure integration to issue accounts, collect funds, convert currencies and pay out globally with the licensing, banking relationships, and local rails underneath it all.

That depth matters most in emerging markets. Moving money into Latin America, Africa, Asia and the Middle East. Global by default. Local to the last mile.

This round takes us further: more licenses, more banking partnerships, and a growing team to build it. Link in the comments.

If you're moving money across borders, we'd love to talk.

We're just getting started! 📷

BREAKING: The "AI Big 10" now accounts for a record 42% of US stock market cap.

This includes Magnificent 7 stocks as well as Broadcom, $AVGO, AMD, $AMD, and Micron, $MU.

This figure has more than doubled since the 2022 bear market low.

By comparison, during the 2000 Dot-Com Media & Telecom (TMT) sector peaked at 41%, while the Nifty Fifty peaked at 40% in the 1970s.

Furthermore, Japan’s equity market bubble in the 1980s peaked at 44%.

In the past, only railroad stocks have significantly exceeded this concentration, accounting for 63% of US market cap at their highest point in the 1900s.

The dominance of Big Tech is extraordinary.

1/6 We submitted our application to the OCC to establish Modern Treasury National Trust Bank. If approved and authorized to open, the bank would add federally supervised digital asset custody and related fiat services to @ModernTreasury.

6/8

To emphasize, below details interest payments as a % of GDP for both the gov't (blue) and nonfinancial corp (orange).

Gov't interest costs (blue) are now 3.2%/GDP, 60+ high.

At the same time, nonfinancial corp interest costs (orange) have dropped to 0.7%/GDP, 60+ low.

This is our North Star, the vision we are building towards. x.com/i/article/2105…

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