BitChat’s elegance caught my eye, but what really strikes me is Jack Dorsey @jack registering as developer himself. A billionaire choosing to code rather than delegate reveals conviction that goes beyond money.
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How to win at life?
Keep saying No. No. No.
80% of things don't matter.
Good taste is all you need.
Attention is all you have.
Yes, BTC hit $121K,
However, here's the thing: the entire crypto market cap, excluding stablecoins, is only $3.8T — roughly equivalent to Microsoft's market cap.
We're so f*cking early.
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Here's the brutal truth about AI: everyone has the same tools now…..
Your "secret sauce" algorithm? Gone. Your proprietary model? Commoditized. Your two-year head start? Irrelevant.
The only thing left? How fast you can go from idea to users’ hands.
Ship fast. Ship broken. Ship again.
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It’s the time.
Binance is the first platform to feature Yala (YALA), with trading opening on July 22nd, 2025, at 12:00 (UTC).
Eligible users can claim an airdrop of 200 YALA tokens on the Alpha Events page within 24 hours once trading begins by using Binance Alpha Points.
The Binance Alpha Airdrop will be distributed in two phases:
Phase 1 (first 18 hours): Users with at least 238 Binance Alpha Points can claim the airdrop.
Phase 2 (last 6 hours): Users with at least 200 Binance Alpha Points can participate in the airdrop on a first-come, first-served basis. If the rewards are not fully distributed, the score threshold will automatically decrease by 10 points every hour.
Please note that claiming the airdrop will consume 15 Binance Alpha points. Users must confirm their claims on the Alpha Events page within 24 hours, otherwise it will be deemed that users have given up claiming the airdrop.
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Watching @jerallaire and @circle achieve this milestone after 12 years of unwavering commitment brings tears to my eyes. As someone who spent three years inside Circle (2021-2024) as Engineering Leader, I witnessed firsthand the relentless dedication behind this moment
I remember the challenges we faced together, the belief we held when others doubted, the late nights building infrastructure for global digital money. Every obstacle made us stronger.
This victory belongs to all of us who believed and built. Thank you @jerallaire @circle for an unforgettable journey.
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Congratulations @circle and the entire payment stablecoin ecosystem! 🎉
While GENIUS paves the way for payment stablecoins,
The future monetary system needs more than digital dollars; it needs truly censorship-resistant, globally accessible value storage.
When we launched USDC, our goal was to create a trustworthy digital dollar that could serve as foundational infrastructure for the internet economy. Today, with the House passage of the GENIUS Act, that vision is no longer an ambition; it is national policy in the making for all regulated US dollar stablecoins.
This is a pivotal moment not just for our industry, but for the future of the U.S. dollar itself. For years, broader innovation has been held back by regulatory uncertainty. This bipartisan framework finally gives builders the clarity and confidence to scale from crypto-native use cases to broad, enterprise-grade financial services. The green light is officially on.
The future of money is being written in code, and with this Act, America has chosen to hold the pen. I applaud the lawmakers who championed this historic legislation and look forward to seeing it signed into law.
The Fed manages $7.2T in traditional assets. The ECB manages €4.9T in euros. Circle manages $61B in digital dollars — TODAY.
While central banks plan CBDCs for 2027+, Circle is already operating the infrastructure.
Respect to @FuzzLand for this level of transparency and accountability. This is exactly the kind of professional incident response the crypto industry needs more of.
At @yalaorg , we know that security isn’t a destination—it’s a continuous journey. Seeing peers share detailed post-mortems like this elevates the entire ecosystem.
Key takeaways that reinforce our own security philosophy:
• Supply chain integrity checks are non-negotiable
• Privilege separation prevents lateral movement
• TEE environments are critical for sensitive operations
How a team handles security incidents matters more than having a perfect record. Looking forward to continuing our work with responsible security partners like @FuzzLand to raise the bar for DeFi security standards.
The crypto space grows stronger when we learn from each other’s experiences. 🛡️
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The wall between corporations and crypto is crumbling.
FIRST us public company puts $50M straight into $HYPE tokens
facts:
• EYEN → HYPD rebrand
• stock jumped 120% post announcement
• 97% of $337.95M revenue to buybacks
• $2B monthly vol
when u see nasdaq listed companies loading native defi protocols instead of etfs, pay attention
Quick math fixes:
IPO price: $31 (not $26)
Initial market cap: $6.8B (not $6B)
Fair valuation range: $15-24B (not $150-250B - that was overly ambitious!)
At $150/share now = $36B market cap, the market has repriced Circle well beyond my bullish target.
The core thesis holds:
When you control digital dollar issuance, you get monetary infrastructure multiples, not fintech multiples.
Watching Circle's IPO pricing is fascinating from a fintech infrastructure perspective. Having built payments infrastructure at Circle, I can tell you: when you control money issuance, you're not in fintech anymore. You're in monetary policy.
$26/share = $6B valuation for $60B circulation = 0.1x multiple. (rough number)
This is structural mispricing. Circle isn't a money market fund - it's a digital dollar infrastructure with quasi-sovereign issuance rights.
For context:
PayPal: $70B market cap, $1.5T volume
Visa: $500B market cap, $14T volume
Circle: $6B valuation, ~$12T volume
The math doesn't work.
25x oversubscribed tells the real story. Underwriters priced for "safety" but missed the fundamental shift:
Circle controls the digital dollar printing press.
Fair infrastructure multiple should be 0.25- 0.4x circulation, putting Circle at $150-250B valuation.
Tomorrow's trading will be a repricing event. Not just for Circle, but for the entire digital monetary infrastructure category.
The market is about to learn this lesson.
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