New Fintech Brainfood is out - Stablecoins as co-branded cards? - Robinhood earnings - Did Amazon kill Agentic commerce And much more 👇

EigenCloud + x402 = Agents Pay + Agents Verify A thread on all the key highlights in Eigen & x402 🧵

"Theo is going Beyond RWA Issuance, Into the Game of Capital Efficiency" 4pillars.io/en/issues/theo-b…

Overheated competition and little real differentiation - that’s my impression left by the current wave of perp DEX wars. @avantisfi offers on-chain perp trading for new asset classes like stocks (Mag 7, Coinbase), commodities, and forex, creating a unique competitive position.

The momentum from #ASC2025 continues to ripple across Asia. During @kbwofficial, more than 300 leaders from 15 countries, including policymakers, builders, stablecoin issuers, and major institutions converged in Seoul at the inaugural Asia Stablecoin Conference, with insights already shaping real-world implementations. What we witnessed: 🔹 $300B stablecoin market cap milestone: a growth trajectory that's just getting started. 🔹 @LayerZero_Core's masterclass in crosschain asset movement: $273M transferred in 3 minutes for a mere $0.59, proving institutional-grade infrastructure is here. 🔹 @ethena_labs, @solana & @ethereumfndn aligned on unified vision: Asia needs interoperable markets, not fragmented chains. Each L1 bringing unique strengths to serve different use cases. 🔹 Southeast Asian pioneers already live: • 🇮🇩 @idrx_co processing real remittances • 🇲🇾 @blox_malaysia becoming backbone for Malaysian businesses • 🇵🇭 @coinsph solving last-mile payments for PHP customers 🔹 Korean institutions & regulators in the room signaling readiness for digital KRW, with major banks exploring issuance. The energy in that room was validation of our mission at @AsiaStablecoin: Asia stands ready to lead the global stablecoin revolution, with the infrastructure, regulation, and ambition all falling into place. Thank you to our partners and speakers for making this historic gathering possible. The journey to transform Asian finance has just begun. Accelerate Asian Stablecoins.

Everything you need to learn about x402 With this thread, you can find > What is agentic commerce? > What is x402? > x402's traction > Agentic commerce landscape 🧵

Bitcoin should do more. Now it can. Sign and have your support recorded at manifesto.arch.network.

: : [Report] INITIA: Entering an Application’s Final Destination Written by @G_Gyeomm --- docsend.com/v/j685s/fourpill… --- Initia is building a multichain ecosystem where thousands of appchains coexist harmoniously through modularity and orchestration, presenting an architecture composed of three pillars: Layer 1, Interwoven Rollups, and Interwoven Stack. Initia Layer 1 manages transactions through the OPinit framework (which handles only optimistic bridging and oracle data relaying between Layer 1 and Layer 2) and the Cosmos SDK modules (which handle all other transaction types, including IBC and LayerZero bridging, swaps, and general contract execution). It also serves as the central pillar that orchestrates an integrated liquidity environment based on Enshrined Liquidity and economically connects the ecosystem through VIP. Interwoven Rollups are full-stack appchains specialized for various domains including DeFi, gaming, NFTs, and AI, providing developers with optimized execution environments without the burden of choices. Interwoven Stack prevent fragmentation in the multichain ecosystem through economic connections via VIP, chain connections utilizing IBC and LayerZero, and product connections through integrated UI/UX. Can Initia truly realize its vision of an “Application’s Final Destination”? A clearer answer to that question will emerge as the orchestration role of the Layer 1, the diversity of appchains, and user engagement driven by economic incentives and differentiated appchain experiences become organically interconnected. ▫️ Initia: A Multichain Garden of Eden Where Modularity and Orchestration Coexist in Harmony ▫️ Initia Layer 1: The Orchestration Layer ▫️ Layer2: Interwoven Rollups ▫️ Interwoven Stack: Connectivity Linking Initia ▫️ Looking Ahead: Can an Application’s Final Destination be Realized?

Today, DeFi & TradFi converge into a new primitive. Strata mainnet is LIVE✨ app.strata.money Strata democratizes access to crypto-native returns via scalable, composable structured products designed for tailored risk-reward exposure. From @ethena_labs USDe to beyond.

gm - here is a quick overview of answers for everyone, most are actually in public docs: You're absolutely right that if you are tokenising just random OTC bags that would be illiquid. Neutrl is not simply "tokenising illiquid assets" and hoping for the best. We are not buying tokens with 2-4 year vests. Since running this trade all vesting has been between 3-6months and then recycled. Most major liquid funds, MMs run this trade privately. These discounted tokens trade a lot in private markets. There is +$100-200m in orderflow a month to choose from in the Top 100 tokens. If you do things like Sol you can buy and sell 9figs in a day. There is a transparency dashboard coming out before public. It will show collateral on CEXs, Institutional custodians and 3rd party attestations like Ethena. Here's how we actively mitigate some of your concerns: 1. Neutrl does not tokenise the OTC assets. nUSD is not a tokenised version of the underlying OTC deal. Users mint nUSD using liquid stables, and the protocol executes the OTC purchase and hedge on their behalf. Most of the stables are actually deployed into liquid strategies. 2. Every position is fully delta hedged at the time of acquisition. We immediately short the perp (or equivalent beta) on liquid venues like Bybit, Binance, or OKX. This neutralises directional risk. The goal is not to bet on price appreciation but to lock in the arbitrage between the discount and the spot/future price. OTC discount unwinding, funding rate, staking yield. Importantly the overall duration of the book has to be matched or this would be dangerous. 3. Margin risk is systematically managed. The protocol maintains a margin buffer of liquid stablecoins to meet required calls. Most of the protocol TVL (80%) is actually in yield bearing stables, or rebalanced discretionary liquid cash and carry which can actively be accessed in extreme scenarios, we dynamically unwind positions or rebalance exposure using OTC partners like @stix_co and other partner, to ensure minimal slippage and avoid panic selling. For eg. 100m TVL = +20m is OTC arb, +80m liquid earning positive basis yield wherever is good which can be unwound in dire events. Also there are no concentrated OTC positions in case 1 token rallies. Also not doing deals with long tail risk tokens. Currently top 25 altcoin treauries. If you run a monte carlo of the top 100 tokens, you will see it is quite rare for all of them to rally that hard at once but saying this an individual $OM can happen, this part is highly diversified so diversification on the OTC portion + buffer is key. We have about $350m in blue chip OTC we could deploy today if this is assumed at 20% then easily +2BN TVL - the rest can go into liquid strategies, yield bearing stables, T-Bills. We are going into a $100bn unlock cycle. 4. An insurance pool exists to backstop tail risk. We have a protocol owned reserve fund funded via LPs, protocol revenue, and contributions. This exists specifically to cover edge cases like hedge impairment + risk events. 5. Very importantly Liquidity needs are considered before entering any OTC trade. We only acquire tokens with sufficient hedge liquidity, on multi venues and we avoid long-tail or exotic assets that can’t be effectively managed. If the hedge cannot be reliably maintained, we don’t execute the trade. The trading team has been running this at institutional desk and MMs for years. 6. We avoid vesting risk by using secondary tokens that are kept onchain with custodians, ZK smart contracts. We acquire tokens with a clear custodial path and legal clarity. Where vesting exists, we structure deals with clear delivery guarantees and clawback rights. Counterparties we choose to work with are trusted brokers, MMs, early investors. All OTC deals. Everything will be attested by reputable custodians and independent parties. Furthermore these tokens are transferred to us onchain with vesting terms, this is not legal paper.

$TAKE has shown solid performance since launch, serving as a proxy asset for the Sui gaming ecosystem, starting with a low FDV and fast shipping (Marketplace v1, payment card, etc.). Next up is the real marketplace volume, platform growth, and deflationary token supply.

POV: You're on the front seat watching the Noodles team pitching the future of Sui to Mr. Wonderful 😉 Total raised: - @kevinolearytv: 10k USD - @EmanAbio: 8k USD - @kostascrypto: 8k USD We had a blast at SuiTank, thanks to everyone that attended and watched our pitch 🫶

Idk what strategy my man was running but it was clearly working 🤣 @DeathFunGame

At @AsiaStablecoin today, Mantle Key Advisor, @emilyRioFreeman took the stage and unveiled all things on Stablecoin adoption in Asia — from barriers to breakthroughs. "The biggest hurdle: Fragmentation + stop-start costs of running end-to-end." "The biggest opportunity: Connecting financial rails, banks, and e-commerce platforms to unlock real-world use cases and unify liquidity, driving mainstream adoption.”

Studying the prophecy 🐧

Stripe’s early-stage tagline: “With Stripe, all a startup had to do was add seven lines of code to its site to handle payments. What once took weeks was now a cut-and-paste job.” As a payment service provider, Stripe gave developers an environment where they could integrate and customize payments with striking ease, which became its clear edge. A yield bearing stablecoin is a “yield-streaming provider.” The market for T-Bill backed stablecoins is already saturated, and security and baseline yield are now the default. Following Stripe’s playbook, how autonomously and easily yield-streaming logic can be integrated could be the next big unlock. Noble’s Composable Yield enables on-chain automation of yield flows by transferring the control of yield distribution from the issuer’s vault to the integrator, rather than keeping the yield fixed at the issuer level. USDN: Composable Yield is the New Black. For more details, please see the article: