Building the future of money with USDC/Circle | Multichain Maximalist
Orlando, FL
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New ETF's trading 24/7!
Four more Ondo Stocks now trade 24/7:
→ SPDR Gold Shares (GLDon)
→ iShares Silver Trust (SLVon)
→ iShares Bitcoin Trust ETF (IBITon)
→ iShares Ethereum Trust ETF (ETHAon)
These join a growing lineup of Ondo Stocks trading 24/7, with minting and redemption at any hour, weekends and overnight included.
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I was skeptical but @Arc is legitimately a pleasant blockchain to use. Fast, USDC fees, EVM based. Hard not to like it.
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Now that we've gotten our feet wet, just wait until you see what we'll do on @arc for third party assets 🚀
JUST IN: Circle's own product suite on Arc surpassed $800M in onchain market cap within 1.5 weeks from launch.
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I was looking into the biggest CEX hacks of all time, the top of the list is almost entirely offshore exchanges: Bybit, Bitget, Coincheck, Mt. Gox, KuCoin, WazirX, BitMart, Poloniex, etc.
Does anyone have a good explanation for why this is?
Are the security setups and custody practices at offshore exchanges structurally worse, or is there something else going on?
They’re obviously massive honeypots, but so are the large U.S. exchanges.
People like to argue why Coinbase can still clip retail users 100 bps on trades.
A big part of the answer is pretty simple I think: they don’t lose your funds.
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It’s actually funny imo this has also led to I think the rise of people moving assets off cold storage into platforms as well. Both digital neobanks but esp these exchanges.
I have talked to many who have been in the space for so long and shifting to either these types of exchanges or ETFs. bc of both CEX hacks and some cold storage concerns that they don’t have enough to make it worth justifying all this advanced cold storage processes vs moving on these highly trusted exchanges
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Jake Eaton retweeted
Absolutely massive
Every asset is going onchain
Prepare
*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION
*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS
*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES
*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS
*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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Wow. Wow wow wow.
Brb, need to own more of everything.
*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION
*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS
*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES
*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS
*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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🐂ish
.@Uniswap settled 140 million trades in August, more than Cboe BZX and NYSE American combined.
NYSE American has been around since 1908. Uniswap launched in 2018.
Five years ago it was ~2 million trades a month.
Next rung up: NYSE Arca, at 232 million.
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Jake Eaton retweeted
the united states needs crypto in a way that your average person has zero understanding of
proliferation of stablecoins and tokenized stocks extends US Dollar dominance & in turn increases net buyers of US Debt at scale in a way that cannot be easily replicated
your benefit of being here & understanding this is a massive advantage that you should not take lightly
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Innovation Council
Jake Eaton retweeted
Derive's options volume is up 4.5x this year and the fees increades 70%.
Volume is compounding and fee capture is not, because Derive cut its options fees in July. Taker fees went to 0.0075% from 0.03–0.04%, and top makers now get paid rebates to quote tighter. The venue is buying order-book depth and giving up take rate to do it.
Volume
→ Options notional went from $735M in January to a $3.3B monthly run rate in September.
→ August alone did $1.92B, the best full month on record before September.
Fees
→ Protocol fees went from $324K in January to about $562K in September, up only 1.7x.
→ March is still the best fee month of 2026 at $709K, six months on.
ALT Monthly options notional volume beside monthly protocol fees, Jan.-Sep. 2026.
Derive owns 93% of onchain options premium volume. Onchain options are 5% of Deribit.
That gap is the whole trade. New research on what Derive actually earns, what V3 changes, and where the buyback stops working.
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People still misunderstand Bitcoin’s moat.
Bitcoin doesn’t need to win every feature race. Privacy, speed, and functionality can be built over time.
The moat is its decentralization, security, and credible monetary policy.
And on those dimensions, nothing else comes close.
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Snippets @JensenHuang said that really stuck with me on AI doomerism.
“Don't think for a second just because you're an alarmist that you're doing a social good.
If you want to be scientific, be scientific.
Do the science.”
Before this he gave the example that Geoffrey Hinton who gives a 10% chance of AI wiping out society also predicted radiologists would be gone.
He goes on to say
“Was that helpful or hurtful to society? Is that helpful or hurtful to the society?
I think we can all agree. We can both agree it would be terribly hurtful.
It didn't happen.
Is it good or bad that we scare young people about the future of Al so much so that they don't even want to go to universities”
Tomorrow on the show: @JensenHuang, the CEO of NVIDIA, who thinks A.I. fear is getting way out of hand.
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@cryptopunk7213 and @JoshKale would be a great topic to cover this one more in depth
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