Announcing Relay's $17M Series B, led by @archetypevc & @USV. And we're launching the Relay Chain — purpose-built infrastructure for instant crosschain settlement ⛓️ Any asset, any chain, instantly.

~25% of all wallets trading memes on Robinhood chain are from @fomo

SEC sues Privvy founder over $12.3 million crypto scheme as AI 'bots' turn out to be neither theblock.co/post/403118/sec-…

Everyone expects stablecoins to be 1:1 with USD and each other. Currently, the two biggest ones are trading with 12bps spread. Fun challenge :) Checkout the various price stabilization options we offer with @RelayProtocol docs.relay.link/features/pri…

👀 a very interesting TIP on Tempo - virtual addresses

The line is blurring between fintechs and crypto. Each expanding into each others territory, such that it’s now effectively a single category

The neo finance category will produce more true deca-unicorn companies than anything our industry has ever seen. It is already poised to be the fastest-growing sector in the global financial system for years and decades to come. Welcome to the 2026 Neo Finance market map. The combination of consumer-grade UX on the frontend, with DeFi infrastructure humming behind the scenes, will provide users with a "banking experience" that feels familiar but is far better. Your savings are globally tradable, transferable, and available 24/7. Easy example? Your 'checking account' earns 5% APY instead of 0.25% APY that traditional banks pay. We believe that neo finance, powered by teams focusing in a collaborative effort at different parts of the stack, has the potential to be a massive breakthrough in how the world interacts with money. So, let's cover some of the key sectors of the market map. Tokenization Tokenization is the process of bringing real-world assets onchain: treasuries, equities, commodities, credit, money markets and more. The infrastructure and tokenization agent layer includes @Figure,@OndoFinance, @Paxos,@centrifuge, @SuperstateInc, @MidasRWA, @grovedotfinance @NestCredit,@DinariGlobal, @Securitize and others. It's been talked about for years, but 2025 *really* is when it actually started scaling. Stablecoins Stablecoins are the most successful crypto product ever built. They're the top of the funnel for 90% of neo finance customers. The issuer landscape has exploded with the likes of @circle, @Paxos, @tether, @SkyEcosystem and others. Yield-bearing stablecoins or 'yieldcoins' $sUSDS, $sUSDe, $BUIDL, $USYC, $syrupUSDC have grown expontentially to $13B+ in supply over the past 18 months. Users are no longer choosing between stability and yield like they were in CeDeFi in 2020-2022. They're getting both. Neobanks In this sector we have @ether_fi, @KASTxyz, @itstuyo, @galaxyhq One and many others. These teams are building consumer "banking" experiences from the ground up with DeFi backends. Remember the DeFi Mullet? Voilah. It's here still and the data backs it up. These are the top three sectors we're currently focused on and expect the most amount of growth during 2026 & beyond. Outside of this category, there's a brutal reality that's hitting the crypto market hard: The old playbook is dying. High-FDV launches with low float designed to dump on retail. Protocols with no path to value accrual. Copycat DEXs on ghost chains. VC-backed projects where founders exit 8-figs before any PMF. All of that is dead. It will stay that way. When we started started with raw curiosity about DeFi, which led into infra in the last bear market. We went deep on L1s, rollups, DA, execution, modular designs, interop, ZK and much much more. We earned our technical chops because we knew it was a necessity to succeed in this industry as a long-term builder, investor, and cultural participant. We got some things right. Some wrong. Now, we're evolving. We're going all in on neo finance. I got into crypto in 2017 after reading The Truth Machine (a great book). I believed then, almost religiously, that this technology would reshape finance. Somehow it feels that we've gotten away from that mission. That feels wrong. Nine years later, were closer than ever to it actually coming to fruition. The table is being set now. Opportunity is here. Welcome to the neo finance era.