Ravi 🔥💃

Recent events are a reminder that trust in digital assets depends on security, accountability, and the rule of law across the ecosystem. Circle is a regulated company that complies with sanctions, law enforcement orders, and court-mandated requirements. We freeze assets when legally required, with strong protections for user rights and privacy. More here: circle.com/blog/when-open-sy…

Modern defi really combines the worst aspects of crypto and tradfi security. Crypto inherently removes all the traditional security layers that tradfi offers: - No transaction monitoring - No approvals - No phone calls - No 2FA - No back office risk teams… It replaces all these security layers with a single line of defense: the cryptographic signature. The original promise of crypto was this tradeoff would remove counterparty risk. Crypto was supposed to make us feel confident *my* funds are secured by *my* signatures (and by not anyone else’s). But modern defi doesn’t do this. In fact, it tends to make counterparty risk even more acute. Since defi teams are much smaller than tradfi orgs, funds sitting in smart contracts are really only dependent on the signatures of ~1-3 people rather than a broad org of diffuse responsibility and kafkaesque procedures. The only way forward for defi from here is immutable open source contracts. Otherwise all of this is pointless and basically worse than tradfi.

We spoke to diplomats, advisers, scholars, experts and current and former officials in China. Almost all of them see the war in Iran as a grave American error. Register for free to read why: econ.st/416vZDK

🚨WATCH Anthropic CEO says: “50% of all entry-level Lawyers, Consultants, and Finance Professionals will be completely wiped out within the next 1–5 years." Grad students and junior/entry-level hires are absolutely cooked.

Since China is the biggest gold producer in the world, a rising gold price tends to help China.

One of reasons banks are freaking out about stablecoins, even though stablecoins don't pay yield, is bc there is more demand for USD outside the US than there is inside the US. And that means billions (no...trillions) of profits going to stablecoin issuers rather than banks.

Canada's Carney says that Canada won’t ‘rule out’ joining U.S. in military action against Iran

JUST IN: US House votes 357-65 to block release of congressional sexual misconduct reports.

Your AI agent can now earn, hold, and cash out — all without touching a dashboard. Point it to our API. It generates its own wallet, collects stablecoins, auto-converts to USD or EUR, straight to a bank account. Bank the unbanked 🦀🦀🏦

SUPERPOSITIONED: QUANTUM SITUATIONAL AWARENESS While everyone watches AI, quantum crossed a threshold in 2025 thought impossible 30 years ago. Yet, no analysis exists covering the breakthroughs, the money, the key players, and what's next. Until now. (Link in next tweet).

isolation is a hacky, brute force approach to risk management that exists because DeFi lending protocols can't price different collateral types in the same vault/market and so they silo each RWA into its own market and hope for the best but. one big RWA market doesn't work either...utilization-based rates mean the highest-yielding collateral arbs borrow costs until it dominates the pool and you end up with zero diversification either way. the answer is per-collateral pricing on shared liquidity, meaning multi-asset markets but each RWA is priced to reflect its own risk profile and lenders get access to uncorrelated *and diversified* yield. the tradeoff of lower yield vs buying the asset directly is then justified by the seniority, liquidation protection, and deeper liquidity that's the only way RWAs scale onchain.