This is what I call a well-executed strategy.
Why Avalanche for NYSE?
It’s important to note that this was not a quick, monetarily-driven decision made without due diligence, as I’ve seen a few posts speculating that. After more than a year of evaluating and testing multiple blockchain networks, NYSE arrived at Avalanche for a multitude of reasons.
For those who have followed Avalanche closely, this shouldn’t come as much of a surprise. For everyone else, it’s worth understanding the fundamental difference between building for speculative crypto markets and building the infrastructure that underpins global capital markets.
For regulated financial institutions, high TPS and low transaction fees are the baseline. Most modern blockchains can offer some version of both, with the much harder problem being architectural.
Monolithic chains share consensus, execution, and blockspace. Conventional EVM L2s introduce dependencies on external settlement layers, sequencing, and data availability. Both models come with constraints that become particularly consequential when institutions need direct control over their infrastructure, especially when it comes to regulatory compliance.
Avalanche was designed around a different premise.
Avalanche L1s operate with independent consensus, dedicated validator sets, customizable virtual machines, configurable fee markets, and protocol-level permissioning. Institutions can define who validates, who participates, how transactions are processed, and how their networks are governed, with the flexibility to implement regulatory requirements directly into the infrastructure.
They can do so without inheriting the congestion or settlement dependencies of another chain, while retaining the ability to interoperate with other networks and access the broader Avalanche ecosystem’s assets and liquidity.
This combination of sovereignty, customization, performance, and interoperability is what makes Avalanche uniquely suited for true capital markets. It’s one thing to offer institutions a place to deploy applications, anyone can do that. It’s another thing to give them the ability to operate the underlying infrastructure on their own terms.
We’ve spent years building around the conviction that the world’s largest financial institutions would eventually need purpose-built blockchains of their own, rather than forcing entirely different businesses and regulatory environments onto a single shared network.
NYSE’s decision is a powerful validation of that thesis.
And I believe we’re only beginning to appreciate just how important these architectural decisions will be as global financial markets continue to move onchain.
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Umed Saidov, CFA retweeted
Six years ago, we understood that the world’s financial infrastructure would never run on a single shared state machine.
We built Avalanche accordingly, and the rest of the industry is beginning to understand why.
We built Avalanche accordingly, and the rest of the industry is beginning to understand why.
Why Avalanche for NYSE?
It’s important to note that this was not a quick, monetarily-driven decision made without due diligence, as I’ve seen a few posts speculating that. After more than a year of evaluating and testing multiple blockchain networks, NYSE arrived at Avalanche for a multitude of reasons.
For those who have followed Avalanche closely, this shouldn’t come as much of a surprise. For everyone else, it’s worth understanding the fundamental difference between building for speculative crypto markets and building the infrastructure that underpins global capital markets.
For regulated financial institutions, high TPS and low transaction fees are the baseline. Most modern blockchains can offer some version of both, with the much harder problem being architectural.
Monolithic chains share consensus, execution, and blockspace. Conventional EVM L2s introduce dependencies on external settlement layers, sequencing, and data availability. Both models come with constraints that become particularly consequential when institutions need direct control over their infrastructure, especially when it comes to regulatory compliance.
Avalanche was designed around a different premise.
Avalanche L1s operate with independent consensus, dedicated validator sets, customizable virtual machines, configurable fee markets, and protocol-level permissioning. Institutions can define who validates, who participates, how transactions are processed, and how their networks are governed, with the flexibility to implement regulatory requirements directly into the infrastructure.
They can do so without inheriting the congestion or settlement dependencies of another chain, while retaining the ability to interoperate with other networks and access the broader Avalanche ecosystem’s assets and liquidity.
This combination of sovereignty, customization, performance, and interoperability is what makes Avalanche uniquely suited for true capital markets. It’s one thing to offer institutions a place to deploy applications, anyone can do that. It’s another thing to give them the ability to operate the underlying infrastructure on their own terms.
We’ve spent years building around the conviction that the world’s largest financial institutions would eventually need purpose-built blockchains of their own, rather than forcing entirely different businesses and regulatory environments onto a single shared network.
NYSE’s decision is a powerful validation of that thesis.
And I believe we’re only beginning to appreciate just how important these architectural decisions will be as global financial markets continue to move onchain.
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Umed Saidov, CFA retweeted
What does it take to bring traditional financial markets onchain?
Ava Labs President & COO Charley Cooper hit the floor at the @NYSE to discuss the technology, infrastructure, and institutional requirements shaping the future of capital markets.
Ava Labs President & COO Charley Cooper hit the floor at the @NYSE to discuss the technology, infrastructure, and institutional requirements shaping the future of capital markets.
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My wife and I tested out IQs one time.
We both came in at 130.
True story.
We both came in at 130.
True story.
this Peter Thiel backed startup says its AI can find a 14 point IQ gap between your embryos
it's called Nucleus and their tagline is literally "have your best baby"
here's how it happens:
> you do a round of IVF and end up with a bunch of embryos
> you send Nucleus the DNA data fmbryos
> its AI reads more than 7 million spots in each embryo's DNA and compares them to what it learned from more than a million people
> then each embryo gets scored on things like IQ, disease risk, hair color and eye color
> you pick the one you want implanted
scoring your embryos starts at about $6,000
every one of these embryos is naturally yours btw, with zero gene editing involved
America's main medical genetics group says this is moving too fast with too little evidence
but that hasn't slowed Nucleus down at all
when the founder announced this new AI, he wrote "AI is rapidly getting smarter... Now, humanity can too."
they even put ads on the NYC subway that said "IQ is 50% genetic" lol
personally i feel kinda uneasy about this
but IVF got called playing god too, and now nobody blinks at it
so for better or for worse, i think this will soon be accepted as normal
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Umed Saidov, CFA retweeted
here’s how you’re actually going to become a part of the permanent underclass:
> you use ai
> you use all frontier models
> you become productive on them
> you become reliant on these models
> you use their agents and workflows
> you ignore open source models
> you ignore open source agents
the mogood that you can’t imagine life without it now.
& then the frontier models put the prices up and up and up and up and up and up and up and you’re priced out with none of your workflows and memory saved locally.
that’s how you become a part of the permanent underclass.
> you use ai
> you use all frontier models
> you become productive on them
> you become reliant on these models
> you use their agents and workflows
> you ignore open source models
> you ignore open source agents
the mogood that you can’t imagine life without it now.
& then the frontier models put the prices up and up and up and up and up and up and up and you’re priced out with none of your workflows and memory saved locally.
that’s how you become a part of the permanent underclass.
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I think there is a scenario where both protocols can survive, but I agree that most of the talent that built Cardano has unfortunately left.
I loved the early stages of Cardano. I feel a lot of potential has been wasted, but I also believe this protocol has the resilience to come roaring back.
We just need to focus on what matters (users, community, security and node operators) unite around a single vision and follow through.
cardano:native midnight-3:native
🚀 🚀 🚀
I loved the early stages of Cardano. I feel a lot of potential has been wasted, but I also believe this protocol has the resilience to come roaring back.
We just need to focus on what matters (users, community, security and node operators) unite around a single vision and follow through.
cardano:native midnight-3:native
🚀 🚀 🚀
Charles/IOG is obviously what made Cardano what it is, no other firm or FE. They did the great POS, security, ect. Even the marketing.
Midnight is their core focus now, its very obvious. Building a blockchain is hard work, in life time/energy/money is scarce. You can't have it all.
The airdrop to ADA smooths this over in some sense.
But sadly Cardano is left with its dev teams, Cardano foundation, and Emurgo. CF tries, but hasn't delivered. Emurgo is shady AF, and leaving.
Cardano has, and has had great people, great teams, but most of the treasury capital went to FEs on things that won't lead to users or adoption. Users and adoption is the only other way these teams could have made it work. Devs, audits, servers, ect is very expensive and its near impossible to cover it with the amount of users/adoption that's here.
Due to this, and lot of the developers that aren't FE adjacent have had to go find work elsewhere. Entire teams gone. If they're not, they're actively looking to bring their product to Midnight. KOLs all talking Midnight, shifting to the privacy focus.
If Midnight is even remotely successful it will consume most of Cardano, and you see this already playing out.
This is while Cardano is spending 300-500M ADA a year. and profiting 3-6M ADA a year. The treasury will go to zero.
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This is what I call red October:
October in a nutshell:
- PHP got hacked
- Railway got hacked
- OpenCode got hacked
- Binance got hacked
- Polymarket got hacked
- GitHub Actions got hacked
- SoftBank got hacked
- Cursor marketplace got hacked
- Coinbase vendor got hacked
- Fireworks AI got hacked
- LiteLLM got hacked
- Capcom got hacked
- npm packages got hacked
- TiDB Cloud got hacked
- Warp's vendor got hacked
happy cybersecurity awareness month
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Umed Saidov, CFA retweeted
BREAKING: Clinical trial finds that a psychedelic compound from toad venom can rapidly reduce depression symptoms when snorted.
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Is this the beginning of the timeline where humans mouth muscles start to atrophy, giving rise to our descendants that look like this?
We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again.
Typing is slow. Talking into your computer is awkward. Subvocal fixes both
Our glasses give you the speed of speech without you making a sound or touching a keyboard.
It tracks your internal speetact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min.
Pre-orders are now live at:
subvocal.co/preorder?utm_s…
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