One of the strongest crypto developer communities in the world is hosting @EFDevcon 8. Franklin Crypto CIO @SethGinns shares why India is fast becoming an exciting crypto hotspot. < @ETHIndiaco x @ethereumfndn x @ethereum >

🔗 Links to the Full Episode w/ @sethginns • YouTube: piped.video/S-1-cGUzWh0 • Spotify: open.spotify.com/episode/2vt… • RSS: anchor.fm/s/112316ec0/podcas…

New episode with @sethginns, who was in Lehman's headquarters the day it collapsed. He spent 18 years in public equities at Jennison, seed-invested in @coinbase in 2012, and now runs crypto at Franklin Templeton. He tells @AviFelman why 2026 is the year TradFi and crypto finally converge. All of that, plus: • Why The Clarity Act Doesn't Need To Pass • You Can't Bet On Cash Cows Anymore • What Tesla & Amazon Taught Him About Founders • Why Franklin Doubled Down In A Downturn OUT NOW on @YouTube & @Spotify 👇

Wrote a piece on the need for a neutral, onchain, harness. Would love to hear your thoughts!

As open-weight AI models become increasingly capable, differentiation and value may shift toward the harness: the software layer that gives models context, tools and memory; and routes each request to the most appropriate model. Franklin Crypto PM @LastNameLove makes the case for a neutral, decentralized, on-chain harness, and explores what this broader shift could mean for AI users, developers and the broader blockchain ecosystem.

We are excited to announce four updates regarding the Ethena ecosystem, further details on each point are provided in the blog linked below: 1. Buyout of early investors: The Ethena Foundation executed a buyout of all locked tokens from certain major seed investors that sold any ENA within the last 9 months. 2. Alignment of Token & Equity: The Ethena Foundation and Ethena Labs have reached agreement on a Master Framework Agreement, whereby IP and ownership of value accrued by the protocol is assigned to the Foundation exclusively and governed by token holders with no residual cash flow due to equity investors in the Labs entity. 3. Revenue Buybacks: Governance proposal now live for the implementation of the fee switch whereby net revenue accrued across all business lines under the Ethena brand will be used to programmatically buy back the ENA token. The vote for revenue buyback fee switch implementation is now here, and has already been approved by the Risk Committee: snapshot.box/#/s:ethenagover… 4. Removal of monthly VC unlocks: The Ethena Foundation and lead investors have agreed to eliminate future overhang associated with monthly VC investor unlocks by releasing unvested tokens. All team tokens remain locked per the original vesting schedules. Further details and documentation is provided in the blog linked below:

What could be gaining momentum with institutional investors? @sethginns, CIO of Franklin Crypto shares what he’s seeing as tradfi and defi converge via @CoinDesk

Great conversation @CRYPTO101Pod! Thanks for having me on.

New episode of The Market Runup just dropped 🎙️ I sat down with @sethginns of @FTDA_US to dig into NYC’s absolute financial explosion, the wild collision of AI + crypto + TradFi that’s rewriting the global system, latest CPI, Fed next moves, and why Bitcoin is struggling short-term even with the strongest institutional fundamentals we’ve ever seen. This one is amazing. Check it out now 👇

JUST IN: 🇺🇸 $1.8 trillion asset manager Franklin Templeton calls on US Senate to pass the crypto Clarity Act.

For those wondering which financial institutions support the CLARITY ACT ➡️ @GoldmanSachs ➡️ @BlackRock ➡️ @Fidelity ➡️ @FTI_US Franklin Templeton ➡️ @CharlesSchwab Congress needs to act and pass this bill @coinbase @RVanGrack @FundstratDirect @FundstratCap @BitMNR $BMNR $BMNP

While $BTC only processes ~7 transactions per second and @ethereum ~75 transactions, newer high-speed chains are recording maximum speeds ranging from 12,933 transactions per second (TPS) on the @Aptos chain, 6,284 TPS on @solana and 3,252 TPS on @BNBCHAIN. These transaction speeds are on par with the Visa network that processes 1,700 to 10,000 transactions per second in normal operations. Yet, even this comparison is misleading. Blockchains both record and settle their transactions in that TPS window whereas the Visa network only records a transaction. Settlement on the Visa network can take 1-3 business days.

Franklin Crypto held its first venture team offsite this week in NY. The venture strategies will play an absolute vital, foundational role across the division as we seek out the most exciting, dynamic and innovative companies around the world, led by the most bold and intrepid entrepreneurs. These are the men and women with the biggest, most transformational ideas at a time when crypto, which will be accelerated by and more deeply integrated with AI and Quantum, promises to transform civilization as we know it. Hard not to be excited. 🚀🚀🚀

🎥 @sethginns says Robinhood Chain is off to a strong start, crediting a mix of marketing and user incentives for driving early engagement and laying the groundwork for organic growth.

.@PaulBPrager’s @TeraWulfInc just signed a $19B, 20-year Anthropic lease, and says bitcoin mining is firmly behind them. Franklin Crypto’s @sethginns breaks down the disconnect between prices and fundamentals, with Hyperliquid, Uniswap, and Chainlink in focus. Plus, @Stevie_Satoshi of @BinanceUS is back from two years of hibernation with near-zero fees and eyes on 20% U.S. market share. Watch Public Keys at the @NYSE with @JennSanasie. 00:00 Welcome to Public Keys 00:29 Bitcoin Holds at $63K Through Iran Strikes and Fed Repricing 00:48 SK Hynix Slumps 15%, Kospi Drops 9% After Nasdaq Debut 01:05 Bitcoin Miners Pivot to AI: TeraWulf's $19B Anthropic Lease 01:22 TeraWulf Co-Founder Paul Prager Joins Public Keys 02:06 Selling Abernathy and Recycling Capital 03:24 Timeline and Execution Risks: Building to Full Capacity by 2028 04:48 TeraWulf Exits Bitcoin Mining — For Good 05:43 AI Data Centers, Power Demand, and Community Impact 08:23 Not All Megawatts Are Created Equally 10:20 Franklin Crypto Launches; Seth Ginns Joins Public Keys 12:12 Prices Down, Fundamentals Up: The TradFi-Crypto Disconnect 12:46 Catalysts: Robinhood Chain, OUSD, and Tokenized Equities 16:30 Token Value Capture: The Next Institutional Focus 17:27 Hyperliquid, Lighter, and Legacy Tokens to Watch 19:59 BTC and ETH ETFs Snap Eight-Week Outflow Streak 21:47 Binance US CEO Stephen Gregory Joins Public Keys 22:50 Back From Hibernation: Near-Zero Fees and Path to 20% Share 25:42 Market Outlook: Closer to the Bottom Than the Top 27:54 Fear & Greed at 28; Thank You! See You Next Week

Another example of how clear rules of the road can unlock massive value. What GENIUS did for stablecoins, the Clarity Act will do for all other digital assets.

Big news: we’ve raised $11.9 million to build the world’s financial intelligence layer. @Polychain and Franklin Templeton @FTDA_US share our conviction that the future of finance will be increasingly orchestrated by AI agents. The missing ingredient that separates winning agents from slopbots? Financial intelligence. Agents are beginning to consume human lifetimes' worth of data in minutes. As AI, digital assets, and traditional finance converge, the agentic appetite for data will grow larger – as will the challenge in separating noise from signal. Cambrian specializes strictly in financial data, delivering actionable intelligence designed for this new agentic world. The best financial decisions are predicated on the best intelligence. Join the new financial revolution. Register at cambrian.org