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@isc_mirana and I wrote about where the biggest opportunities are emerging in New Financial Infrastructure.
From agentic commerce to embedded finance, a new stack is being built– real-time, global, programmable, and intelligent from day one.
Read more here!👇
From agentic commerce to embedded finance, a new stack is being built– real-time, global, programmable, and intelligent from day one.
Read more here!👇
1/ A new layer of financial infrastructure is being built from scratch: real-time, global, programmable, and intelligent from day one. It's being enabled by a common set of primitives: stablecoins, tokenization, smart contracts, open APIs, and AI.
Here's where we see the most compelling opportunities 🧵
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GM @elonmusk did you know anyone in the world with a crypto wallet can trade options right now on $SPCX, expiries that don't even exist on the NASDAQ like 0DTE's! Trade now on Hypercall by @SynapseProtocol
Could be really interesting for your global fans like @BeerBicepsGuy's ptions!
I am currently better $SPCX price will be above $160 by July 3rd!
Could be really interesting for your global fans like @BeerBicepsGuy's ptions!
I am currently better $SPCX price will be above $160 by July 3rd!
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ok boss
ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 is the most asymmetric investment I have seen in crypto since hyperliquid:native at $2 USD, here are the highlights (1000X to $HOOD market cap):
1) An $81M FDV represents a potential 37x upside to the closest crypto competitor inbase $COIN for $2.9B) and a ~300x upside to the $CBOE which has a 30% market share of the US options market. I believe these comps are reasonable and lean more towards the CBOE being the target comp because Deribit only has 7 crypto assets listed vs Hypercall can list US equities and provide options globally to crypto wallet holders.
^ this is absolutely huge, India, a market that loves options, trades over 5T notional volume a day and they are desperate for US equity AI exposure, Hypercall taps into the GLOBAL options market)!
2) Extremely liquid and accessible to US and Asian investors: $SYN is listed on major global exchanges like Binance and Kraken, the token has traded $50-200M in spot volume every day for the last week. It also has an extremely liquid perpetual futures market, having traded 500M-3.5B tokens every day for the past week ($40M-1B in daily USD volume).
3) No VCs/unlocks - $SYN never raised any private VC capital and has no upcoming unlocks with 88% of coins circulating and ~12% of coins in the treasury. They are using the treasury coins for select options market making deals to bootstrap options maker liquidity on the platform.
4) Extremely well distributed: Given $SYN reached a ~$725M marketcap during the 2021 cycle off the back of its frontier bridging tech, there are a large amount of crypto users who hold $SYN estimated by coinmarketcap (owned by Binance) at ~280K holders. This is extremely important to tap into the crypto Hivemind and also acts as a stimulus cheque to ~280K holders who had written off $SYN to near zero before launching Hypercall. We have seen this wealth creation event create extremely vibrant and tribal communities which drive social media engagement and product usage (ripple:native , hyperliquid:native , etc).
5) Token only governance structure (no competing equity): There is no equity component to Hypercall, all future cash flows will be governed by $SYN via the DAO. Eventually large holders like ourselves will coordinate with the team and other large holders to propose a buyback structure similar to $HYPE where 80-90% of fees generated on the platform are used in an assistance fund model to conduct automated buybacks.
6) Trade options on any asset in the world, expiries that are not available anywhere else (for example $SPCX ODTE's - not available on $NDAQ ).
7) Very lucrative 2bps maker, 5bps taker on NOTIONAL options size (capped at 12.5% of option premium).
8) Chad team @trajan0x @AureliusBTC who built the Synapse bridge and processed over $50B in volume across 25 chains and +2M wallets.
(Also $HYPE bulls should love this because hedging volume takes place on Hyperliquid. When users buy calls/puts on Hypercall (@SynapseProtocol) options market makers must hedge their deltas on @HyperliquidX generating tons of volumes & fees further driving $HYPE buybacks).
DYOR, not financial advice just sharing my thoughts.
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1/ A new layer of financial infrastructure is being built from scratch: real-time, global, programmable, and intelligent from day one. It's being enabled by a common set of primitives: stablecoins, tokenization, smart contracts, open APIs, and AI.
Here's where we see the most compelling opportunities 🧵
Here's where we see the most compelling opportunities 🧵
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Introducing UR — your go-to unified crypto and fiat account with 0 off-ramp fees and access to multiple fiat currencies.
Bringing back the freedom, transparency and ownership that money was always meant to offer.
Bringing back the freedom, transparency and ownership that money was always meant to offer.
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Whether you’re a founder pushing the frontier of payments or an investor backing the next wave, I'd love to chat!
1/ Fintech 1.0 transformed finance, but major gaps remain across geographies and product categories. Stablecoins emerge as Fintech 2.0: global, programmable, and 24/7.
@isc_mirana examines the QED & BCG Fintech 2025 Report to uncover where Fintech 1.0 stalled and the opportunities for stablecoin-native fintechs to power the next frontier of global finance.
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Agree with @Defi_Maestro. $MNT is looking good here.
- Strategic integration between @Bybit_Official and @Mantle_Official: This recent move positions $MNT as Bybit's core utility token, similar to BNB for Binance. Helen (Bybit co-CEO) and Emily (Head of Bybit Spot) joining Mantle as Core Contributors sends a very clear signal that Mantle is a main focus for Bybit in the near to medium term.
- Favorable supply-demand dynamics: $MNT treasury owns $3.1B of MNT tokens, which represents roughly 50% of total supply. Bybit probably owns another significant chunk of the supply. On the supply side, Bybit's emphasis on the Mantle ecosystem implies limited near-term selling pressure from the team / treasury. In addition, Mantle DAO might vote to buyback/burn $MNT tokens with significant revenues. On the demand side, we will likely see pro traders and institutions acquiring $MNT to secure fee discounts and VIP tiers. Most tokens will be deposited directly into Bybit, further reducing tradable float.
- Valuation gap vs. peers: Based on trailing 12-month trading volumes for the top three exchanges: $MNT is at 0.8x market cap / gross trading fee multiple vs. $BNB at 7.9x vs. $OKB at 1.4x. There is significant re-rating potential if $MNT converges toward peer multiples
- Strong treasury backing: Mantle controls a $4.2B treasury, the largest among community-owned treasuries. Even excluding its 73% stake in $MNT, it still holds about $1.3 B in quality assets (mETH, BTC, ETH, and stablecoins), equal to 36% of $MNT’s current market cap.
- Strategic integration between @Bybit_Official and @Mantle_Official: This recent move positions $MNT as Bybit's core utility token, similar to BNB for Binance. Helen (Bybit co-CEO) and Emily (Head of Bybit Spot) joining Mantle as Core Contributors sends a very clear signal that Mantle is a main focus for Bybit in the near to medium term.
- Favorable supply-demand dynamics: $MNT treasury owns $3.1B of MNT tokens, which represents roughly 50% of total supply. Bybit probably owns another significant chunk of the supply. On the supply side, Bybit's emphasis on the Mantle ecosystem implies limited near-term selling pressure from the team / treasury. In addition, Mantle DAO might vote to buyback/burn $MNT tokens with significant revenues. On the demand side, we will likely see pro traders and institutions acquiring $MNT to secure fee discounts and VIP tiers. Most tokens will be deposited directly into Bybit, further reducing tradable float.
- Valuation gap vs. peers: Based on trailing 12-month trading volumes for the top three exchanges: $MNT is at 0.8x market cap / gross trading fee multiple vs. $BNB at 7.9x vs. $OKB at 1.4x. There is significant re-rating potential if $MNT converges toward peer multiples
- Strong treasury backing: Mantle controls a $4.2B treasury, the largest among community-owned treasuries. Even excluding its 73% stake in $MNT, it still holds about $1.3 B in quality assets (mETH, BTC, ETH, and stablecoins), equal to 36% of $MNT’s current market cap.
TLDR for the @Mantle_Official AMA held last night:
Mantle L2
- Helen (Bybit Co-CEO) and Emily (Head of Bybit Spot and Byreal Co-founder) will be joining Mantle as Core Contributors
- Mantle L2 will be focusing on creating industry-grade rails for real-world assets.
- Bybit will serve as a bridge between Web2 and Web3 and create create Synergies and utilities for MNT within the Bybit Ecosystem
- Mantle aim to be the largest ZK-secured chain by the end of the year, strengthening the institutional narrative
$MNT Utility on Bybit
Integrations implemented:
- MNT for Bybit Launchpool Projects
- MNT in Bybit Structured Products (Smart Leverage & Double Win)
- MNT OTC Portial
Upcoming Integrations:
- Use MNT to pay for discounted trading fees on Bybit
- Hold MNT to qualify for VIP Tiers
- MNT Denominated Trading Pairs
- MNT Options
- MNT to pay for exclusive events like CCCC (Crypto Content Creator Campus)
Possibilities of MNT Token Burn Mechanism
- Core Contributors are open to the idea but it will be subjected to DAO voting
- $BIT to $MNT conversion in the past had a 3B Token burn in the past
Others
- Moving foward, there will be monthly Mantle AMAs to keep a steady stream of clarity and communication with the wider Mantle Community
-------
Personal Thoughts
- Pretty Bullish on the upcoming narrative for Mantle L2 as it focuses on RWAs.
- RWAs have a much larger addressable market compared to Crypto and it will unlock plenty of institutional adoption on chain.
- The upcoming MNT integrations on Bybit will unlock value for MNT holders.
- The use of MNT for trading fees and VIP Tiers should see a large spike of sticky users for MNT.
- Considering that Bybit is doing 6-10b spot vol (0.1% Taker Fee) and 60-80b perps vol (0.02-0.075% Fee) daily,
- That equates to approximately $27m to $45m paid in daily fees for Bybit Trading
Assuming a conservative 20-50% conversion to use MNT as fees:
- $5m to $22m daily or
- $2-8b annual demand for $MNT purely from Bybit Trading fees.
Yes, the calculations are assuming all users are retail users paying the avg fees. But even if we consider 75% of all Vol are max tier VIP users on Bybit:
- we still get $1m to $6m daily or
- $500m-$2b annual demand for MNT.
Sounds pretty bullish to me.
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Keen to buy at $50M FDV too x
bloomberg.com/news/articles/…
existing cap table pls reach out for OTC
willing to bid size at $50m FDV 👉👈
DMs are open
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Hyperliquid led with a product users love, prioritizing demand over infrastructure and laying the foundation for a thriving ecosystem.
Here’s our thesis on why it's shaping up to be the category leader
(co-authored with @hypurr_co): 🧵👇
Here’s our thesis on why it's shaping up to be the category leader
(co-authored with @hypurr_co): 🧵👇
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Hyperliquid
Arise Hyperliquid, the Monarch of Finance.
Excited to publish this 12 page thesis on @HyperliquidX and its' ecosystem with @mirana - One of the most active funds around.
In this article, we go in depth into what makes Hyperliquid special, the upcoming catalysts $HYPE sees; and around Builder Codes, HyperEVM, Precompiles and System Contracts; enabling a flourishing ecosystem.
Let’s dive in. 🧵👇
hypurr.co/blog-posts/ari…
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Today @uraniumdigital_ is excited to share the closing of our $6.1M seed round, led by @hiFramework. This round accelerates the creation of a new market for the future of nuclear energy and the modernization of its fuel cycle trading infrastructure.
This round also had atage_, @mirana, Knollwood Investment Advisory, @rubikvc, @Arete_xyz.
Angel investors include @baalazamon and @0xlwu of @cubexch, @redacted_j of @BJ_Studios, @JasonYanowitz of @blockworks, and @Rewkang of @mechanismcap.
With this seed round, Uranium Digital is well on its way to creating the only institutional-grade spot market for trading uranium—operating 24/7.
The soon-to-launch token for the platform will represent one-pound of physically deliverable uranium yellowcake (U3O8), verified by a @chainlink Proof-of-Reserve oracle.
The uranium market is notoriously opaque. Uranium Digital brings price transparency, liquidity, and physical settlement—a major leap forward for both institutional and retail participants.
The financialization of energy commodities is not something new:
- Oil in the 1980s
- Natural Gas in the 1990s
- Coal in the 2000s
These transitions significantly expanded those markets, increasing their size by orders of magnitude. For instance, the financially settled natural gas market is 23-25 times larger by dollar volume than its physically settled counterpart.
We will be adding uranium to that list in 2025.
Want to learn more about Uranium Digital?
Visit our website and follow us here on X for more updates.
uraniumdigital.com
This round also had atage_, @mirana, Knollwood Investment Advisory, @rubikvc, @Arete_xyz.
Angel investors include @baalazamon and @0xlwu of @cubexch, @redacted_j of @BJ_Studios, @JasonYanowitz of @blockworks, and @Rewkang of @mechanismcap.
With this seed round, Uranium Digital is well on its way to creating the only institutional-grade spot market for trading uranium—operating 24/7.
The soon-to-launch token for the platform will represent one-pound of physically deliverable uranium yellowcake (U3O8), verified by a @chainlink Proof-of-Reserve oracle.
The uranium market is notoriously opaque. Uranium Digital brings price transparency, liquidity, and physical settlement—a major leap forward for both institutional and retail participants.
The financialization of energy commodities is not something new:
- Oil in the 1980s
- Natural Gas in the 1990s
- Coal in the 2000s
These transitions significantly expanded those markets, increasing their size by orders of magnitude. For instance, the financially settled natural gas market is 23-25 times larger by dollar volume than its physically settled counterpart.
We will be adding uranium to that list in 2025.
Want to learn more about Uranium Digital?
Visit our website and follow us here on X for more updates.
uraniumdigital.com
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What a night! 🚀 We had an amazing time yesterday evening reconnecting with friends & new faces at our VC + Ecosystem After Hours Social in Singapore.
A big thanks to everyone who joined us & our friends from @Mantle_Official, @monad_xyz, @solana,@solanaypurr_@hypurr_co to see you soon! 🍸✨
A big thanks to everyone who joined us & our friends from @Mantle_Official, @monad_xyz, @solana,@solanaypurr_@hypurr_co to see you soon! 🍸✨
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Since the hack (10 hrs ago) , Bybit has experienced the most number of withdraws that we have ever seen, We have had a total number of more than 350k withdraws requests, so far, around 2100 withdraw requests left to be processed. Overall 99. 994% withdraws have been completed. If your withdraws are completed, please leave a comments here.
Although we have been hit by the worst hack possibly in the history of any medians (banks, crypto, finance), But all Bybit functions and product remain functional, the Whole team had been awake all night to process and answer client questions and concerns. ALL hands on DECK.
rest assured, we are here with you.
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MEET THE VC: Your Ignition Week S2 mentor from @mirana
@genye0h represents one of Web3's leading investment firms, combining TradFi expertise with deep tokenomics insights to help visionary founders scale.
Her unique perspective helps projects transform from concept to you'll get:
Exclusive 1:1 mentoring session
Direct pitch feedback
Direct investment visibility
Hurry, Applications close Feb 12 . Apply now: ignition.superteam.fun
@genye0h represents one of Web3's leading investment firms, combining TradFi expertise with deep tokenomics insights to help visionary founders scale.
Her unique perspective helps projects transform from concept to you'll get:
Exclusive 1:1 mentoring session
Direct pitch feedback
Direct investment visibility
Hurry, Applications close Feb 12 . Apply now: ignition.superteam.fun
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