Asheesh Birla

Circle IPO be like ... https://t.co/rv8sQ2ro8f

James Ho @jamesjho_

Circle earned ~$1.7b revenue in 2024 and paid out $900M+ to @coinbase as a distribution partner That ~$1B going to Coinbase likely comes with little to no cost/opex to serve. At 10x earnings = $10 B mkt cap and likely contributes ~25% of $COIN valuation For perspective - https://t.co/2Et3yaSgas

No way Tether becomes a "Federal qualified nonbank payment stablecoin issuer" right?? There will be massive second-order impacts of that but in the long-term the right direction. https://t.co/0bR1QGdgUd

Finally, the correct stablecoin take! Stablecoins are game-changers - but not because a function of cost, but a function of experience.

Robbie Petersen @robbiepetersen_

Unfortunately it’s more nuanced than this. Traditional payment fees are primarily a function of risk (ie fraud protection and compliance) — not necessarily antiquated and expensive rails. Solana payments are far cheaper today because these costs haven’t been baked in yet. The

To start, probably should not have Cayman as your incorporation location throughout your website. https://t.co/exJdc8Sbf3

Sandeep | Polygon (※,※) @sandeepnailwal

Polygon labs is based out of US CEO CLO COO CPO all Americans operating out of America. Whats the criteria really to be a US crypto company?

Blockchain will eventually be used for many things, but at its core, it is great at storing and moving value. https://t.co/vGy6uXlnBc

It is very smart for the crypto industry to show how it benefits everyday people. Nice AD! https://t.co/kPPnSloPID

Interesting that Bakkt lists several digital assets caught up in the regulatory cross hairs of the SEC. https://t.co/wtOKO6CYzD

Financial Times @FT

FT Exclusive: The US president-elect’s social media copy, in which he has pledged to retain his 53% stake, is closing in on an all-share purchase of Bakkt, a cryptocurrency trading venue owned by Intercontinental Exchange. https://t.co/0i6wzwW0GN https://t.co/XjMMdW3SaT

Large banks doing a blockchain pilot... https://t.co/mj7TJWDQnc

Everything old is new again: "In my opinion, the only way to build a new L1 (let alone L2s or appchains as well) is to focus on building a purpose built chain. Go niche-specific. Control your execution environment, as an L1 or an appchain/niche focused L2."

Andy @ayyyeandy

Two things are occurring in the L1 space simultaneously right now: 1. Ethereum is by far the most hated network, and Solana is gaining mindshare. The "gap" that Ethereum had at the beginning of 2024 compared to now, feels much smaller. Still sizable, but smaller. Otherwise, no

After working with @CryptoCwby and @AmirSarhangi for years, I’m confident they’ll achieve great success with their new venture, Skyfire. Thrilled to be an investor and supporter! https://t.co/Gcdw3YCIix

I like this take a lot. As companies get larger their risk appetite often diminishes but having people who keep pushing the dial within reason is key to keeping ahead of the curve. And no, this is not the chief innovation officer. If you have this role, you are already dead.

Christina Farr @chrissyfarr

Every org needs a person who's the "Risk Taker in Chief." There's so many people inside companies whose job it is to say no (legal, comms, etc.) and really no one who is incentivized to say yes. It leads to extremely low levels of risk and a lot of boring, undifferentiated

Excited to have sound leadership like @jjersin running for San Francisco school board. He’s committed to turning around San Francisco public schools!

John Jersin 鄭弘杰 @jjersin

I'm running for SF Board of Education! https://t.co/VxrE915on3 SF schools face a teacher shortage & massive fiscal crisis. Last weekend, hundreds of parents, teachers, and elected leaders gathered with @jaimenina, @ParagGuptaSF and me for our announcement. Let's go!! https://t.co/rKOeLFYRyc

Why am I excited about San Francisco's future? Leaders like Michael Lai are running for SF Supervisor! 🎉 Michael Lai has a bold vision to make local government work for its constituents! 👍

Michael Lai 赖天宸 @Mtclai

Last weekend, I gathered with 200+ family, friends, & neighbors to make an announcement. An announcement rooted in my family's story, and the story of so many immigrant families who moved to the US to seek a better life. I'm running for the SF Board of Supervisors this Nov! 🧵 https://t.co/mv6ndznzhz

I am happy to be an investor in @rails_xyz ,who announced the close of a $6.2M seed funding round to fill the void that FTX left. Rails is closing the gap by protecting user funds and gaining back trader trust. See the writeup in @TechCrunch 👇🏾 https://t.co/j9YpgFQVwR

Now you can smell like a crypto conference everyday… https://t.co/DLqWCbjhJ0

There is a movement happening on the ground to improve how SF functions. I am happy to be part of it. See below 👇🏾 https://t.co/EymLMAl0qy https://t.co/Px312FdcCO

SF Voters please take note below 👇🏾

Michael Lai 赖天宸 @Mtclai

🚨 One more day to register online to vote for the March 5th election Hey SF, the March 5th primary election is one of the most critical elections for San Francisco. How to confirm you're registered (2 min)👇🏻 First, take 1 min check if you are registered to vote in SF: https://t.co/6MgIiapo5O