7 days in to @aeroxyz V3, equity pools across Base and Robinhood Chain generated $195K in swap fees (14.1% of the $1.38M V3 total alongside $1.18M from crypto-native pools). Extrapolate the growth of tokenized equities, flows to sAERO, and the numbers start getting big quickly.
most undervalued companies in the market today. More research coming on AERO this week. I think we are looking at an order of magnitude growth on this over the next 12 months driven largely by the growth in tokenized equities on Base and Robinhood.
most undervalued companies in the market today. More research coming on AERO this week. I think we are looking at an order of magnitude growth on this over the next 12 months driven largely by the growth in tokenized equities on Base and Robinhood.
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Love watching @3f_xyz grow, $43M in TVL now and @FalconXGlobal is three quarters of it. I think every RWA issuer is going to want a leverage venue like 3F. It's the most competitive angle today for RWAs onchain vs. tradfi counterparts.
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Every time I see a chart like this I know it makes no statistical sense and is either incentives driven or bad data. In this case it's a circle premint for gateway product, actual supply of euros on Solana went down slightly. Demand for euros onchain remains non-existent.
🇪🇺 LATEST: Solana just added $22M in euro stablecoins in a week, more than every other chain on Token Terminal's list combined.
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It might be nice to pass the boogieman baton to AI so blockchain can build out of the spotlight and in peace for the next few years
This is insane. We cannot allow AI agents to go into your bank account and act independently without your authorization. But that is what’s happening right now.
Left unchecked, AI could endanger the entire global financial system — including your bank account.
Pause AI NOW!Community notePer Axios, detected AI agents access bank accounts with the customer’s permission. This violates most banks’ terms requiring human logins, which is why banks call it “unauthorized.”
Source: Axios (Oct. 22, 2026) — axios.com/2026/10/22/ai-…
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Maybe finance should be verified on a blockchain, with access programmed to cryptographic wallets. Just a thought. Might be easier than having to press a giant reset button that doesn't exist. This stuff will make smart contract risk look like peanuts. Cue AI scam headlines 2027
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-…
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Serotonin Legal growth has been incredible to watch. @teddyellison91 is one of the best lawyers in the market for scaling technology companies. We hired him from our team at Latham because he is incredibly attentive, and helped us scale our business at each stage. It's great that he has been offering these services to the broader market for a little over a year now with revenue ticking up each month and team size growing as well.
We are continuing to build out our services offering to support our clients across all service needs. We have a new service offering we have been building quietly over the last 6 months with an initial cohort of clients. Our general rule is we do the service for ourselves internally, perfect it to the point where we get a lot of value. Then we bring it to a few trusted clients, get feedback, and if it meets our bar, we scale it and bring it to the market. We've reached that point with our next service offering. We'll be announcing that practice by the end of the year.
We are continuing to build out our services offering to support our clients across all service needs. We have a new service offering we have been building quietly over the last 6 months with an initial cohort of clients. Our general rule is we do the service for ourselves internally, perfect it to the point where we get a lot of value. Then we bring it to a few trusted clients, get feedback, and if it meets our bar, we scale it and bring it to the market. We've reached that point with our next service offering. We'll be announcing that practice by the end of the year.
Serotonin Legal Services just had its busiest quarter to date (becoming a trend), and we're expanding our team to support that growth.
Our latest addition is Abigael Diaz, who joins us from Wilson Sonsini. Abi's background is closely aligned with the founders and early-stage startups we serve, with ample experience helping emerging tech companies.
We're proud of the momentum we've built. As we expand Serotonin Legal's bi-coastal team, our focus remains on giving each client the attention, judgment, and responsiveness their business demands.
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When I first started learning about Fission, it was primarily coming from clients who were exploring solving liquidity for longer duration assets. Spent some time with them, went through the roadmap and honestly just inspired by how they think about markets. One of the best teams
Ep. 02 of Conviction with @Solofunk is live.
Our guest is @doctorfission, CEO & Co-Founder of @FissionXYZ.
His Conviction: The opportunity of tokenization lies in democratizing private markets, not public ones.
00:00 Introduction
00:53 Jonathan's Conviction
01:49 Private Markon Swap Walkthrough
07:38 The Upgrade to Legacy Fund Structures
09:46 Fission's Series A & Working Capital
11:29 How Does Fission Quote?
13:21 How Fission Enables Integration with DeFi
17:17 Liquidity Means Better Products
18:34 Private Products in Diversified Portfolios
23:06 Inevitability of Tokenized Private Markets
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The lack of stablecoin supply growth this year is one of more interesting market realities of 2026. Not on my bingo card.
Stablecoin supply is practically flat in 2026, but payments are up 45% and card spending has grown 10x.
Been going through @AlliumLabs's latest stablecoin report and some of these numbers are quite impressive, especially considering how much the market has changed over the past bank, fintech and payment company announcing stablecoin plans, new issuers popping up everywhere, and entire blockchains being built specifically for payments.
Yet total stablecoin supply has barely moved this year, sitting at around $305B (+0.4%).
Which makes the actual usage numbers even more interesting.
$482B in payments over the first nine months of 2026, up 45% YoY, with more than 1 billion payment transactions.
Businesses alone received $246B.
And apparently stablecoin card spending went from $388M to $3.9B in just a year, based on the programs Allium tracks.
That's a pretty ridiculous increase, although we're obviously starting from a much smaller base.
The report also mentions that 84% of the increase in visible card purchases came from transactions under $50.
I wouldn't be surprised if cards end up being one of the biggest drivers of stablecoin adoption.
Most people don't want to figure out which chain to use, bridge funds around or explain to a merchant how to receive USDC.
They just want to pay for something.
And the merchant doesn't even need to know a stablecoin was involved.
There's another number in the report that I think deserves attention: $97.9T in raw stablecoin transfer volume.
Almost $100 trillion. Sounds insane, right?
Except after removing exchange activity, bots, internal transfers, minting, redemptions and all the other movements that inflate onchain volume, Allium estimates only $2.4T in adjusted volume, with $482B classified as actual payments.
Still a huge market, but quite a different picture from the numbers we usually see circulating on Crypto Twitter.
I also find it interesting that all of this is happening while stablecoin supply growth has basically stalled.
More usage doesn't necessarily require significantly more stablecoins to exist, especially if the same dollars are moving between users and businesses more frequently.
Anyway, plenty of good stuff in this report, including the breakdown by networks, payment types and the growing role of traditional payment companies.
Worth a read:
go.allium.so/stablecoins-an…
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My 5th child is arriving on November 9th in London. Come celebrate.
Poker night is back. 🃏
Join us on 9 November at the Royal Horseguards Hotel in London to open @blockworksDAS week, co-hosted with @FlowTraders and @Blockworks.
120 players only. Limited seats. If you don’t play, come for the live jazz and immaculate conversation.
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The people want equities. They have always wanted equities. What most are realizing now is that bringing the equities market onchain is the tide that lifts all defi boats to a market that is many orders of magnitude bigger than native assets. That forces a full repricing across defi.
You're seeing it now in AERO, Backpack, and the exchanges. Well also see it reprice HYPE and Derive. And then you'll start to see it in the lending markets. This cycle will be different in that the L1s (Eth and Sol) will probably reprice last, but that time will come.
This is beginning of the decoupling of Bitcoin and broader crypto. I'm not bearish Bitcoin, but the industry needs it to succeed less and less with each day that passes.
You're seeing it now in AERO, Backpack, and the exchanges. Well also see it reprice HYPE and Derive. And then you'll start to see it in the lending markets. This cycle will be different in that the L1s (Eth and Sol) will probably reprice last, but that time will come.
This is beginning of the decoupling of Bitcoin and broader crypto. I'm not bearish Bitcoin, but the industry needs it to succeed less and less with each day that passes.
Tokenized equities are going to hit the market even faster than stablecoins have in the last few years. I wouldn't be surprised if it was comparable in size in 2027. The growth will start to show up in Q4.
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I'm making $GRASS my second biggest crypto x AI position behind @AskVenice. Fundamental thesis. Incredible revenue growth. Same reason I bought Venice. Staking yield is solid for both as well with limited duration locks.
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Love this new product from superform and how far this team has pushed their product. First got to meet them almost 3 years ago. Been a user ever since. Excited to use the new Earn Stocks. Perfect use case for defi x tradfi singularity.
Introducing Earn Stocks. DeFi yield strategies on NVDA, TSLA, GOOGL, and other MAG 7 stocks.
With Earn Stocks, your stocks don’t just sit idle in a brokerage. They earn interest while you keep full exposure to the stock.
Live today on @base and powered by @aave. Watch the video to learn more.
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Congratulations @mcagney. Looking forward to testing the product out in the next few weeks. The tradfi defi singularity is here.
We're excited to announce Navra's successful Series A, led by @RibbitCapital
Thank you to our investors Jump , DCM, DST Global Partners, Faction, Baseline Ventures, DA, Distributed Global, Blockchange, RPM Ventures, Morgan Creek Digital, Figure and others who believe in what we're building. 🧵
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