Charlie You retweeted
π¨ Ep. 107 of @TokenizedPod:Β Wall Street Bets Big on 24/7 Perpetual Futures
@sytaylor &Β @PetBerisha are joined by:
π @CharlieYouAI, Co-Founder & CTO,Β @RWA_xyz
π @chuk_xyz,Β Author, Stablecoin Blueprint
To discuss:
π ICE and Trade[XYZ] bring regulated perpetual futures to Hyperliquid
ποΈ Why 24/7 perpetual futures trading appeals to Wall Street
βοΈ Hyperliquidβs JELLYJELLY incident and readiness for institutional markets
βοΈ Google Cloud plans institutional crypto custody using multiparty computation
π¦ Bank procurement, cybersecurity and cloud outages influence custody decisions
πΈ SoFi launches tokenized deposits offering 4.4% yield and stablecoin conversion
π How SoFi could drive mainstream consumer adoption of stablecoins
ππ° HSBC launches Hong Kong dollar stablecoin Redcoin for PayMe users
βοΈ When businesses should issue their own stablecoin or use existing alternatives
β
Solving interoperability between closed loop stablecoins and open payment networks
***
Timestamps:
00:00 Introduction
03:53 ICE and Trade[XYZ] bring regulated perpetual futures to Hyperliquid
06:07 Why 24/7 perpetual futures trading appeals to Wall Street
10:04 Hyperliquidβs JELLYJELLY incident and readiness for institutional markets
12:57 Google Cloud plans institutional crypto custody using multiparty computation
18:05 Bank procurement, cybersecurity and cloud outages influence custody decisions
26:39 SoFi launches tokenized deposits offering 4.4% yield and stablecoin conversion
31:01 How SoFi could drive mainstream consumer adoption of stablecoins
37:55 HSBC launches Hong Kong dollar stablecoin Redcoin for PayMe users
46:22 When businesses should issue their own stablecoin or use existing alternatives
50:35 Solving interoperability between closed loop stablecoins and open payment networks
***
πππ¦π’π³π€π© 'ππ°π¬π¦π―πͺπ»π¦π₯ ππ°π₯π€π’π΄π΅' ππ― π π°πΆππΆπ£π¦. ππ±π±ππ¦, ππ±π°π΅πͺπ§πΊ π°π³ π’π―πΊ ππ°π₯π€π’π΄π΅ πππ’πΊπ¦π³! π
Charlie You retweeted
BEAM is the correct virtual machine for agents, and Elixir and Gleam are the correct languages. The future is massively concurrent
Most important question in agentic engineering right now: "how can I spend more tokens to increase quality?"
The vibe coders are speed-running their "discovery" of software eng best practices (tdd, risk-first pm, tracers)
This is my claude code orchestrator. There are many like it, but this one is mine.
github.com/charlieyou/mala
I got nerd-sniped by @bcherny's mention of stop hooks and Ralph and decided to extend it:
When Claude stops coding, a hook launches reviewers from Codex, Gemini, and Claude.
Claude only stops when all 3 reviewers agree it passes. Otherwise, it fixes the issues and loops again.
It will run for hours on end if necessary, and greatly increases code quality and adherence to CLAUDE md rules.
Open source plugin here: github.com/charlieyou/cerberβ¦
`claude plugin marketplace add charlieyou/cerberus && claude plugin install cerberus`
Crypto used to be the best casino, but now with sports betting apps, AI stocks, etc, it is mostly worse and less convenient.
And that's a good thing.
It is forcing the industry to find productive use cases (cap mkts, payments) instead of speculative ones (gambling).
Major announcement: I have joined @RWA_xyz as Head of Growth
I spoke to 50+ companies over the past month...
This is the only one i wanted to bet my career on. But why did they stand out?
1. The Market
RWAs are the only crypto sector with undeniable PMF. Market cap went from $8B --> $35B since 2024. This is the endgame for crypto and a new beginning for finance.
2. The Product
The website is universally loved and is growing 300% YoY. It helps institutions understand tokenisation and helps protocols get more reach. We are also cited by @WhiteHouse @SEC @Fidelity @a16z @IMF.
3. The Team
@adamlawrencium and @CharlieYouAI are by far the most cracked founders I have ever met. They are nerds for business. Each team member is obsessed with their role. Those are all leading indicators of success.
Tokenisation is happening and the next cycle will be powered by the infrastructure we are building.
If you're active in the RWA space, DM me - let's chat about how we can help with your go-to-market.
Earlier this week I successfully summitted Long's Peak, my first 14er!
It was a 15-hour adventure, by far the hardest day I've had outside, battling winds gusting 40+ mph, snow, rain, and occasional hail, in addition to my own fitness, altitude sickness, and psyche being out there solo.
Unfortunately, there was near-zero visibility at the top, so I didn't get to enjoy any views.
Overall a very (type 2) fun day, a great physical and mental challenge!
Charlie You retweeted
Does TVL even matter for RWAs? π€
@nickducoff and @CharlieYouAI talk and debate the latest in tokenization live from the RWA Summit in NYC.
Listen and subscribe πποΈ
Figure just raised ~$800M in an IPO, meanwhile βwaynebruce0xβ is refusing to add them to DefiLlama because they donβt have enough X followers
Next week at the RWA Summit in NYC, I'll be hosting a panel on data, trust, and transparency in the tokenization space.
I'm joined by:
@arno39 from Dune
@ReinsdorfTimm from Particula
Fabian Astic from Moody's Ratings
Can't wait to see everyone there!
