Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 723 | Founded | 4 years ago | Last Issue | 6 days ago |
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Some takeaways from token2049 🇸🇬
some takeaways from token2049 🇸🇬 👇
- seeing more suits around, institutional adoption is indeed growing
- wall street is moving onchain as i am seeing more talks around tokenized equities, treasuries, private markets like what @Ondo...
My Watchlist Behind Tokenized Stocks
Some quick notes on some of the tokens on my watchlist 👇
Lending
$AAVE - Coinbase stocks live as Base V4 collateral. ~$34B deposits, ~$13B loans, ~$81M 2026 YTD revenue. Horizon RWA book was ~$635M. Stock market just opened (small cap...
My AI <> crypto thesis
my AI <> crypto thesis is increasingly skewed towards a market for inference
models are commoditizing so the gap between them is narrowing, open-source is getting better, and apps increasingly route between multiple models rather than depe...
My Arc trenches thesis
my @arc trenches thesis
4 weeks ago, people were reportedly paying $57 for 1 USDC on Arc. Today, the premium is still ~200%.
on paper, that’s terrible risk reward. paying $2 for $1 of deployable capital means you effectively need a 2x jus...
Positioning for Arc
we will begin to see this new trend, where billion dollar company launches their own chain, we have seen that with robinhood and arc is next in 8 days.
@arc has an unusually strong setup for a new chain. we have Circle behind it, raised $2...
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Authors
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Sleeping within the depths...
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