Sam Kamani

2/6: Yellow built an MCP connector that gives AI agents actual hands. Instead of asking Claude for a trading strategy and then doing it yourself, you say "buy one Bitcoin" and your agent executes it directly through yellow.pro. MCP is basically giving hands to your LLM.

2/6: RealFi's USDR is backed by a mixed portfolio , T-bills for liquidity, CLO ETFs, and proprietary fintech credit they originate themselves. Current yield: 9%. Moving to 12% as private credit exposure grows. They've run this strategy in TradFi for three years.

2/6: BirdEye tracks over 400 DEXs in real time. The hardest part isn't collecting the data , it's the fact that the data often doesn't agree with itself. Prices conflict. Sources clash. Their team has to clean and reconcile all of it before it reaches you.

2/6: Most retail trading platforms are structurally against you. CFDs in Europe are B-book , the platform loses when you win. Options are complex. Perpetual futures, the tool crypto traders have used for years, are cleaner, simpler, and actually aligned with you. That's what VEST is built on.

2/6: GoMining started with one simple insight: Bitcoin mining was only accessible to the wealthy and technically elite. They tokenized hash rate and brought the entry point down to $25. They now have over 5 million users and double-digit month-over-month growth. That's a real product-market fit story.

2/7: Most blockchains were designed for what was possible at the time. Aeredium ignored all of that. Albert went back to first principles, asked what institutions actually need, and built from there. The result: 250,000 TPS and 40ms finality.

2/6: When JP Morgan or BlackRock tokenizes an asset, the regulatory burden comes with it. That means only the same old players can participate. No new market entrants = no new investment opportunities. Frank's take: who cares?

2/6: Only 0.3% of the global population has ever used on-chain technology directly. Around 500-600M people own crypto, but almost all of them are on centralized exchanges or in ETFs. The on-chain opportunity is almost entirely untapped.

2/6: The idea for Daski.io was born when @pmmmm gave an AI agent a simple task: create your own Gmail account. The agent hit a CAPTCHA. Got blocked. Got a warning from the AI provider. That friction revealed a massive gap; agents have no place to transact freely.

2/6: Gracie spent 10 years at the central bank, including navigating the global financial crisis, and then 6 years at Grab learning how to build for the end consumer. That combination of regulatory depth and product thinking is rare, and it shows in how OKX operates.

2/6: Here's the problem no one talks about enough: if I send you USDC, I now know your ETH address. From there I can see your salary, your coffee spend, your trading strategy , everything. Public blockchains leak your entire financial life.

2/6: nGRND tokenizes "preserved gold," gold verified in the ground using the same reports public mining companies use. They value it at 10% of spot price after a proprietary risk analysis. Gold stays in the earth. Value comes above it.

2/6: Funds keep thinking they can just build their own trading systems with AI coding tools. Ian's response: sure, but who's paying the $2M/year in servers? And who's waking up at 4am when something breaks? The code is the easy part. The ops is the hard part.

2/6: A 70-year-old man in Karachi, with no brokerage account, no access to US markets, showed his Trust Wallet with Tesla shares bought via @OndoFinance. That's not a demo. That's the product working. 70% of the world still doesn't have that access.