Investor @sidedoor_vc | Always Early, Sometimes Right
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Every asset on Earth is getting tokenized. Someone has to build the rails it moves on. HIFI is building that infrastructure for tokenized money
$7B+ a year across stablecoin and bank rails. Part of DTCC's tokenized repo pilot. The rails behind 10,000 businesses and 200,000 individuals
$37M Series A led by Left Lane to build the full stack
Congrats team @hifiHQ. Proud backer
Money is becoming software. HIFI is the infrastructure it runs on.
We've raised a $37 million Series A led by @leftlanecap.
Thank you to the customers who run on HIFI, the team that builds it, and the investors who back it.
Demand is accelerating. We now process more than $7 billion a year, and existing customers have grown their usage more than 400% in the past six months. Together, they've onboarded more than 10,000 businesses and 200,000 individuals through HIFI.
Our technology runs from Wall Street to everyday payments. In July, HIFI's platform was part of DTCC's pilot for tokenized repo. And through our partnership with Visa, developers can pair HIFI's stablecoin settlement with Visa Direct to move money globally.
With this round, we're building toward the full stack of tokenized money, from payments and stablecoin cards to tokenized capital markets. We're growing our teams in New York and key international markets, acquiring strategic regulatory licenses, and reimagining new products for the partners building on HIFI.
We're just getting started.
→ Read our blog: go.hifi.com/bmyAiJe
→ Read the exclusive in Axios: go.hifi.com/hUflHxN
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Wall Street is moving on-chain! BlackRock partners with Ondo to tokenize investment portfolios on blockchain
Ondo Stats
#1 tokenized stocks and ETFs
#1 tokenized treasuries
460 assets tracked across Ondo
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 is one of the easiest bets of the convergence between traditional finance and blockchain technology
Tokenization of all assets. Easy rerate up
Picking up some ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 spot here
The SEC is giving tokenized stock platforms a 5-year exception, and Ondo is the largest players that brings traditional public securities on-chain
Rerate coming soon with the tokenized stock narrative
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Huge week so far for the $BTC ETF
Monday $1B
Tuesday $715M
Wednesday $346.9M
Too much demand for the prices to fall. $2B+ in inflows this week—we haven’t seen this kind of demand since before 10/10
The dips are for buying
🇺🇸 ETF FLOWS: BTC, ETH, SOL and XRP spot ETFs saw net inflows on Sept. 23.
BTC: $346.98M
ETH: $104.63M
SOL: $13.77M
XRP: $18.04M
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Only 65 traders on FOMO are sitting on $1M+ in uPNL
The real questions is how many of these 65 traders will actually realize profits?
How many people do you actually know who have consistently made money in the spot market and walked away with realized profits? Tens of thousands
My point. Paper gains aren’t profits. Buy fundamentally strong alts and stop gambling
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Treasury yields are trading at multi-decade highs this morning
US 10Y 5.13%
US 30Y 5.43%
Time to start taking stablecoins for seriously. Aging like fine wine
Stablecoins will be responsible keeping the dollar as the world’s reserve currency
$280B stablecoin market cap today. $1T is coming…..$10T will follow
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This guy just paid $1M for a trading card on Base. The largest TGC sale in crypto history
The sale happened on @Beezie
The collection and TGC markets are starting to heat up
Note—Jplashkes seeded Beezie
Why I spent $1 million on a PSA 10 1st Edition Charizard:
Because it’s sick. And it’ll be sick in 25 years too.
I've been in the collectibles space for a long time, and it's clear there’s still so much room for growth. When I think about what I want to own for the next 10, 20, 30 years, Pokémon cards top that list.
And this Charizard is the purest expression of my belief in this community. First Edition, Shadowless, Base Set, Gem Mint 10, clean 6 cert. There's no better version of the thing I wanted as a kid.
There aren’t many things I could spend money on that I'm confident I’d still love in 2050, but this is one of them.
I think there’s still a lot to improve in this space, and I’m building something to bring this vision to life. If you’re a fellow collector or builder in the space, dm me and follow @TCXcards.
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10Y yield hits highest levels in the last 19 years. Not great for risk on assets
Yields this high hurt asset risk. When yields are this high, people like to hold cash
The only thing stopping this crypto rally. One chart you should watch very closely
I expect us to recover pretty quickly from any dip. ETF inflows have been insane for the last four days. Almost $2B this week
Get ready to smash the buy button
BREAKING: The US 30Y Note Yield rises above 5.37% and is now on track for its highest daily settlement since June 2004.
As oil prices push back above $90/barrel, both inflation and rate hike expectations continue to push higher.
The bond market is under serious pressure.
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gm we set 2 world records today on @Beezie
Highest sale in history for a psa 10 1st edition charizard and highest pokemon card ever sold on chain
Bought it for 300k last year and sold for $1m today... even higher than the @LoganPaul sale earlier this year.
Already having fomo as it seems these are going crazy, a 1 cert just sold for $850k a few hours ago...
Huge respect to the buyer @kato14, didn't even realize how much of a chad this guy was until we did a call last night
Keep your cardboard safe kids, maybe someday it'll be worth 7 figs ❤
note: dcf cap seeded beezie and no longer owns a psa 10 1st edition charizard
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Excited to announce that ether.fi is the Official Card Partner of @TOKEN2049 Singapore!
We're hosting The EtherFi Lounge at Marina Bay Sands on Oct 7-8.
Food, drinks, and an actual place to sit down and talk away from the floor.
Open to all cardholders.
More details → ether.fi/token2049-singapore
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Don't be fooled by the price action—the next move will be higher!
We haven't seen this demand for the bitcoin:native ETF in a long time. Crypto is a momentum-driven asset, and there is tons of sidelined capital that thought we'd go to $40-$50K
📈 Crypto ETFs Followed an 11-Month High With Another $824M
After Monday’s $1.22B, the biggest combined inflow in 11 months, Tuesday brought another $824M, led by BTC +$616M and ETH +$159M.
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If you're in AI, you should start looking at crypto. The convergence between blockchains and AI will be huge
AI has been one of the biggest trades in the world. Crypto has barely participated until now. BlackRock just published research explaining why. Tokenized compute, agents paying for inference in stablecoins, etc
The exposure menu
- bittensor:native
- base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
- near:native
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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Small bear trap before we melt faces. Way too much momentum in the crypto markets
$1.75B in inflows this week and $2.3B in the last four trading sessions. I don’t make the rules. Much higher
The BTC ETFs had another massive day yesterday with $715M in net inflows
Now $2.3B over the past 4 sessions since the rate hike
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Stop buying random coins that launch on Twitter and are getting promoted by your favorite KOLs
A lot of memecoin traders are posting insane uPNL right now and won’t walk away with that money
Imagine spending 10+ hours researching fundamentally strong altcoins
Fundamentals always win long-term. Welcome to the best cycle yet
Revenue-generating altcoins are starting to outperform bitcoin:native. Every single token that is running right now is generating revenue—it has never been easier to pick winners onchain
— $NEAR +117% 1M
— base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf +90% 1M
— $ARB +114% 1M
— zcash:native +80% 1M
— ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 +107% 1M
— ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 +46% 1M
Undervalued coins w/ strong fundamentals
— ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb
— ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
— ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
— bittensor:native
— sui:native
What an awesome time to invest in the crypto market. Find the tokens that have revenue, pass revenue back to holders, and users. Welcome to the best cycle yet
Imagine what happens when BTC gets back to ATHs
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Users. Buybacks. Revenue
Everything else is noise in this cycle
The next cycle won’t reward the best narratives long term. It’ll reward protocols that people use, that generate real cash flow, and that return value back to token holders
The numbers always win. Best cycle yet
Been true for 2+ years... still true... will always be true. Stop letting the "Four Horsemen of Incompetence" (Exchanges, VCs, Market makers and the media) gaslight you into thinking the nonsense L1, L2 and memecoins have economic value.
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jplashkes.eth retweeted
chat is 99% market share high?
Uniswap holds over 99% of Robinhood stock token deposits in DeFi on Robinhood Chain
v4: $53M
v3: $25M
v2: $173.7K
Total deposits grew 532.8% over the past 30 days
For DeFi venues, Robinhood’s distribution is an opportunity to attract new users and earn more revenue
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Funnily enough I wrote about this yesterday...
BlackRock gets the rails right:
- AI is machine native intelligence, crypto is machine native money
- Agents cant use banks so they need blockchains
- Stablecoins are the money they pay with
- Compute becomes a tokenised asset class
But they stop at money and compute. The machine economy needs far more than that... identity, contracts, attention, energy, information itself. All of it gets tokenised, and most of those asset classes dont exist yet.
Everything will be a token. And I mean everything.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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Every single person/ media outlet who dunked on Michael Saylor is very quiet right now
Now he’s sitting on a nice profit again, and $MSTR is up 100% from the lows
Craziest part is we have alts running 100% over the last month, and the largest buyer in the last cycle hasn’t started buying with size yet
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