I am a crypto venture investor @coinfund. Inspired by ambitious entrepreneurs who build the future. (Not investment advice, these are my personal opinions.)
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Woot! CLARITY act not passing means we can all earn yield on idle stablecoin balances! This is a huge win for stablecoin users and terrible for banks. theblock.co/news/regulation/…
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I’ll be speaking at Legends4Legends on 1 October in Amsterdam, alongside investors, founders and institutional leaders working at the forefront of these developments.
What makes this event different is the format: no sponsors, a carefully selected speaker lineup and room for candid discussion with peers and specialists.
If you’re an institutional allocator looking to deepen your understanding of the future of finance and fintech, I’d encourage you to join us. Hope to see you there!
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If we want to permanently bring back finance innovators to the US, Clarity needs to pass.
The US needs to be the first place entrepreneurs want to build, especially when it comes to the future of finance. We have a lot to gain by making this the law of the land.
JUST IN: 🗨️ "The Clarity Act... will be voted on in the Senate on the 15th of September," says SEC Chair Paul Atkins.
"I anticipate and hope that it will be passed by the Senate and sent ultimately to the president's desk for signature," adds Atkins. 💬
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Crypto has spent a decade betting that mass adoption would come from the world's unbanked. That may still happen
But there is another possibility: the next billion users aren't people at all. They're software
AI agents are starting to transact on our behalf, and this is one area where I think crypto has a strong advantage
Agents need payment systems that are programmable, global, available 24/7 and cheap enough to handle transactions worth cents or fractions of a cent - very much what stablecoins are built to do
The gap left to close is onboarding
Wallet setup for agents is still, by every account, a mess. There are also issues around permissions, identity, fraud and refunds that need to be solved. Whomever solves that first could win this market, and I’ll be watching very closely for the companies building that layer
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Hey, we made it on a list!
Thank you to @TIME for the recognition, and to our LPs and the entire @coinfund team for fueling this journey. Cheers to many more years building the future of decentralized networks.
time.com/article/2026/08/12/…
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David Pakman (dpakman.eth) retweeted
Congrats to our portfolio company @dakota_xyz and @ryanbozarth on filing for a national trust bank charter with the OCC
Most stablecoin payments companies and fintechs rent a bank's charter and inherit its limits
Dakota is building a crypto native stack, custody, issuance, compliance as code, on top of a chartered banking layer instead of bolted onto one. That's a different moat
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As VCs in crypto, this is the environment we like to see for our portfolio: strong adoption growth, high demand for crypto products from partners with large budgets and distribution.
Tokenization has been crypto’s favorite buzzword for years, but like much of the industry’s jargon, it remains esoteric to many people. In today’s cover story, I tried to unpack the basics and take stock of where the market actually stands:
forbes.com/sites/ninabambysh…
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Financial products compete with other financial products, not with technology
If blockchain enables a better money market fund, a better repo market, or a better settlement system, adoption becomes inevitable - and that's exactly what's happening
Better products win, that's the thesis
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Excellent read from @nikasgari on the growing role of blockchain in capital markets
ft.com/content/7600731b-4f7f…
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Robinhood has done a good job of understanding who its customers are
It moved into crypto early because that's where a younger generation of investors wanted exposure. Now it's making the same bet on prediction markets, and so far it looks like it's paying off
Robinhood's prediction market revenue has surpassed crypto revenue for the first time.
Event-contract revenue rose 10 times to $156m in 2Q, while crypto revenue fell 38% to $100m theinformation.com/briefings…
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All investments carry risk (ask anyone who bought SpaceX on IPO day). But if perps are exploding, it's not just because retail wants to gamble, but also because hedge funds and institutions want the 24/7 market access that onchain trading gives them
US day traders flock to ‘the most dangerous product in crypto’ ft.trib.al/7QlBnpw
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I appeared on @TheBlockCo to talk about:
- how stablecoins make money productive
- why prediction markets are a rational response to today's economy
- why AI agents need blockchains, not credit cards
And why all financial assets eventually will move onchain
Appreciate the discussion @gazza_jenks
TSB: Wall Street Surrenders To Crypto, AI - feat. @pakman nitter.net/i/broadcasts/1yGBeealZ…
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Please join me as I chat with @gazza_jenks this morning!
Excited to catch up with @pakman on The Starting Block today.
We've got a cracker show scheduled and will be focusing on prediction markets, Wall Street going onchain and the disruption of TradFi thanks to tokenization & stablecoins.
Join us on @TheBlockCo today!
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Will brand preferences survive the agentic era? For commodity financial products like BNPL and short-term credit, I'd argue no.
Agents don't have brand loyalty - they have real-time access to every rate and fee. They disambiguate the costs of a transaction for consumers and businesses alike.
Fintechs with commodity financial products in this space might need to start building for agent loyalty (transparency, low-fees) over human brand loyalty if they want to survive.
Via @lizrhoffman and @RohanGoswami at @Semafor.
semafor.com/article/06/09/20…
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When the median home costs 7.5x median income and savings accounts pay next to nothing, "safe" wealth-building isn't safe, you're just losing money slowly
Younger investors moving into prediction markets and crypto aren't being reckless, they're doing the math
The traditional rungs of the wealth ladder are priced out, so capital moves up the risk curve to catch up.
We need less debate over whether to allow these markets and more focus on whether the platforms are fair, transparent, and honest about the odds.
Wrote about it for Newsweek and what we need to do to protect users, especially the younger generations trying to build wealth. Thank you @Jenniewignall and @Geoff_Rowland for the space!
newsweek.com/gen-z-millennia…
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People ask us all the time “where are all the crypto consumer use cases?” Trading and payments are the obvious answers.
Robinhood is a good example of who is capitalizing on the former and they are going all-in to move as much of their trading activity onchain as possible.
This is good for the everyone. When stocks are tokenized and paired with stablecoins, you turn a static product into something programmable that earns yield, doubles as collateral, runs inside agentic workflows and trades 24/7.
Just a fundamentally better product. Which will lead to others copying to catch up.
EXCLUSIVE: Robinhood is going to pay 7% on dollars to 27.7 million customers.
In this Interview Johann Kerbrat, their SVP of Crypto explains how it all works.
Robinhood Earn lives inside the main investing app. You can buy the USDG stablecoin in a few taps, and it gets deployed into vaults built with Morpho and Steakhouse, and the target yield is roughly 7%.
Where does 7% come from?
Market makers and liquidity providers pay it. These are traders who need USDG liquidity to run spot and perps trading. Your deposit is funding someone else's 50x leverage, and you're the one getting paid for it.
Assuming you get paid back.
Which, as we've seen, doesn't always work in DeFi with hacks and smart contract risk. But Robinhood has done something extra to make this retail-grade.
Robinhood's answer is an insurance program with Lloyd's of London and Relm covering smart contract and vault failure. He says it's one of the largest ever built for a crypto product.
Earn was one of 12 announcements; some others that caught my eye:
Stock tokens in 120+ countries, backed 1:1 by real equities. You can withdraw them to a self-custody wallet and post them as collateral. Borrowing against a stock portfolio used to be a private banking perk; now it's a smart contract.
Robinhood Chain went to public mainnet after 200 million transactions on testnet.
Perps on stocks, crypto, and commodities at 20 to 50x leverage, bringing an entire new asset class to the mainstream.
Robinhood is all in on DeFi.
DeFi protocols spent a decade fighting for users. Robinhood just made a Morpho vault look like a savings account, in front of 27.7m funded customers.
See the 15-minute highlights below and the full episode on the Tokenized Podcast youtube channel
Full interview with Johann on @Tokenized YouTube
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The oracle is a problem worth solving, and the industry is working on it. But step back for a second
We are building markets on everything, open to anyone, with transparent resolution and no TradFi middlemen clipping the ticket. That is a better market structure for everyone.
nytimes.com/2026/06/28/busin…
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