Évaluer les projets, élever les innovations 🚀
Edmonton
Joined March 2023
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Alex Shattered retweeted
5 common beliefs that cost founders more than they realize:
1. "Revenue solves everything"
Revenue can hide problems.
Cash flow is what keeps the business alive.
2. "Wait until you're established to raise prices"
Costs go up every year whether you raise prices or not.
Waiting just means slower margin erosion.
3. "Take every client you can get"
The wrong clients drain time, energy, and capacity.
They also make it harder to serve the right ones well.
4. "DIY bookkeeping saves money"
It saves money upfront and costs more to fix later.
Usually at the worst possible time.
5. "You need debt to grow"
Most businesses are better off staying self-funded.
Debt amplifies both the upside and the risk.
The earlier you spot these, the less they cost you.
Alex Shattered retweeted
Chainlink at Sibos
DTCC’s Collateral AppChain, a shared infrastructure platform for collateral, will leverage the Chainlink Runtime Environment (CRE) and Chainlink data standard and is designed to support near real-time collateral management across financial markets and blockchains to support and enable:
At @Sibos 2026, DTCC’s Dan Doney and Sergey Nazarov present how @The_DTCC is collaborating with Chainlink to advance 24/7 collateral management.
DTCC’s Collateral AppChain, a shared infrastructure platform for collateral, will leverage the Chainlink Runtime Environment (CRE) and Chainlink data standard and is designed to support near real-time collateral management across financial markets and blockchains to support and enable:
• Key orchestration, data and automation capabilities
• The seamless pairing of asset prices, valuations and movement
• Enhanced capabilities for managing collateral-related market risk
The DTCC Collateral AppChain is expected to launch in Q1 2027.
Chainlink will provide:
• Chainlink Runtime Environment (CRE) for orchestration across systems
• CCIP, which enables interoperability and cross-chain messaging capabilities across participating blockchain networks and the DTCC Collateral AppChain
• Data Feeds which provide verifiable market data needed for valuation
Alex Shattered retweeted
Is this really too much to ask for?
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
Alex Shattered retweeted
ANTHROPIC JUST FILED FOR IPO
The numbers are pretty wild since the growth is insane but so is the infrastructure bill:
• Revenue: $4.59B (+1,088% YoY)
• GAAP net loss: $41.97B
• Compute spend: $7.3B (58% of total OpEx)
• Cash: $20.3B
Readers added context they thought people might want to know
Anthropic confidentially submitted its draft S-1 to the SEC in June 2026, not today. The figures match Reuters reporting on details from its IPO prospectus.
anthropic.com/news/confident…
reuters.com/business/finan…
Alex Shattered retweeted
Most people wait for the recap. Smart people show up live. 🎙️
today’s Community Connect = $MANTRA alpha from @Profoneur & @jp_mullin888, your questions answered, and 18,888 $MANTRA up for grabs.
Don’t scroll past the room where it happens. Drop your Questions 👇
🎙️Community Connect is back Monday!
Join @Profoneur and @jp_mullin888 for the latest MANTRA updates.
Live streaming on X and YouTube: youtube.com/watch?v=SBffX92O…
Drop your MANTRA questions below. A selection will be answered live, and our favorite wins 18,888 $MANTRA👇
Alex Shattered retweeted
Amaani, the UAE-based company behind beauty brand AÏZA, has raised $5 million in a Series A funding round, bringing its total funding to $8 million.
#Forbes
For more details: 🔗 forbesmiddleeast.com/innovat…
Alex Shattered retweeted
Supply up 46%, cross-border value down 40%
Jan 2025 to Aug 2026. their caveat is fair:
no domestic flow in the data, so read it as a floor.
Still, the table reads like two different products.
USDT and USDC are the rails. USDS and USDe are built around savings rates, and savings don't need a passport.
our read:
most of the supply growth is balance sheet. for balance sheet, the useful question is what it earns while it waits and what that yield is actually backed by.
that's the side we build on. ERC-4626 vaults putting idle USDC into RWA: money market fund, bond exposure etc.
112 stablecoins hold more than $10M of supply and have never shown a cross-border dollar.
USDS holds $6.71B and moved $73K. USDe holds $4.62B and moved $16K.
USDT and USDC carry 98.6% of what crosses.
ALT A table of the largest stablecoins by supply against their measured cross-border value. USDT and USDC read as moving; USDS, DAI, USDe, USD1, PYUSD and others read as sitting.
ALT An origin-by-destination matrix of attributed cross-border stablecoin value for the fifteen largest economies, with rails showing value sent against value received and a banded row for every other economy.
Alex Shattered retweeted
YC-backed insurtech Soteris launches AI profit platform for P&C insurers buff.ly/2TTkq1q
Alex Shattered retweeted
It'll soon be seen as deeply irresponsible to have critical code audited once and then trusted indefinitely
ALWAYS-ON FINANCIAL SYSTEMS NEED ALWAYS-ON SECURITY
more on this at Basecamp
Alex Shattered retweeted
The worst business to own is one that pays you just enough to never leave, but takes enough from you that you never build anything better.
Alex Shattered retweeted
🚨LOOK: Hedera highlight how they are emerging as a trust layer for the coming AI agent economy. $HBAR
Hashgraph Online and GoDaddy are building open standards that let AI agents prove their identity and actions using @hedera.
With 100B+ AI agents envisioned, trusted infrastructure could become essential.
Alex Shattered retweeted
The Institutional Token Map ↓
Payment Rails
→ $XRP : cross-border bank settlement
→ $XLM : remittances and issuance
Enterprise Base Layers
→ $HBAR : hashgraph, hedera council
→ $CSPR : casper 2.0, upgradable contracts
→ $ADA : research-first governance layer
Sovereign & Permissioned
→ $CC : institutional privacy l1
→ $ALGO : post-quantum falcon accounts
→ $AVAX : permissioned institutional l1s
Interoperability & Middleware
→ $QNT : chains into legacy systems
→ $LINK : oracles, ccip and cre
Regulated Assets & RWA
→ $XDC : iso 20022 trade finance rails
→ $POLYX : compliant security token chain
Supply Chain & Machine Data
→ $VET : dual-token supply tracking
→ $TRAC : verifiable knowledge graph
→ $IOTA : move l1, machine-to-machine
Institutions don't buy narratives. They buy rails that already work.
Alex Shattered retweeted
all neoclouds rent out gpus, and gpus are the most expensive part. it feels like the other parts like the land, power, and building itself would cost more as they feel so large but for a 1 GW data center, it’s said that the gpu servers cost almost 2x as much as everything else combined
neoclouds have different ways to go about this. a pretty stark difference is the nebius model and the coreweave model
- coreweave doesn't own many data centers. they rent space. their customers have paid ~15–25% of what they owe for the contract upfront
- nebius owns some data centers and rents space too. ~70% of the deals it signed recently included upfront payments. for large deals, these payments covered a much larger amount (50–60%) of what it needed to build clusters
this comes down to needing to borrow $. nebius doesn't have to borrow much money because their customers can fund most of it. and, since they own land and power, customers are probably more comfortable paying (even if they know the cluster hasn't been built yet).
neoclouds have different financing models, yet clearly both nebius and coreweave are doing great!!
(though if demand stays this high, neoclouds may have to rethink how they do financing)
Alex Shattered retweeted
So many Smart Money wallets...
But who is worth your attention?
Introducing Smartcrush, a dating app style swiper for scouting Smart Money on Robinhood chain
- Swipe on 20 Smart Money every 4 hrs
- Evaluate by greatest multibaggers
- As well as win rate and realized P&L
- Maintain roster of up to 10 nerds
- Break up with underperformers
- Review signals often for trade ideas
- Powered by @nansen_ai API
Built with team mates Astra, Opus, Grok and Seedance
Link to demo in reply
Alex Shattered retweeted
DTCC to Launch Tokenization Service for $114 Trillion in Assets.
Three rails sit next to it.
→ $CC : live, July 2026
→ $LINK : collateral, Q4 2026
→ $XLM : public assets, H1 2027
100+ firms in the room. One CUSIP across all of it.
Besu and Canton carry the October launch.
Stellar is the 2027 chapter.
Circle and Ondo are in the working group.
Their tokens are not in the stack.
Alex Shattered retweeted
| @QMSNetwork whitepaper is officially live
A Layer-1 built for post-quantum era
• Proof-of-useful-work
• No public-key signatures in block production
• Post-quantum finality layer
• Full EVM compatibility
• Path for quantum hardware to join
#QMSWhitepaper
The QMS white paper is now live.
It outlines the network we’re building: a layer 1 for the post-quantum era, featuring proof-of-useful-work consensus, no public-key signatures in block production, a separate post-quantum finality layer, EVM-compatible execution, and a path for quantum hardware to join the miner network.
The final section covers how we plan to roll these pieces out progressively over time.
Full white paper: docs.qms.finance/whitepaper
Alex Shattered retweeted
WHAT IF THE MARKET IS COMPLETELY WRONG ABOUT AI?
The AI podcast of the year dropping on
October 3. 🎙️
Our panel:
Gary Marcus @GaryMarcus
Julien Garran @MacrostrategyP
Ed Zitron @edzitron
Jack Gamble @JG_Nuke
George Noble @gnoble
Alex Shattered retweeted
Jensen Huang: America Needs Open Source to Win AI... Because Open Source Lets Every American Win
@JensenHuang:
“In the last six months, $400B of venture funding went into AI-native companies. 80% of them use open models. If not for open models, how could they build their dream?
Because their dream could be different. Obviously, it'll be different than the frontier labs' dreams.
America has so many different ways to innovate. That's one of our core strengths. Great ideas just coming out of the fountain, and so open models enables that.”
@friedberg:
“Does it matter if the open models come from China or the US?”
Jensen:
“Probably the vast majority of the world's contribution to open source today is coming from China.
They just have a lot more engineers. They contribute to open source today.
We download Linux, we download Kubernetes, we download all the software.
A lot of it has been touched by (the) Chinese, and once you download it, it's yours.
We fork it, we improve it, we make it ours.
And so when you download one of these Chinese models, it just happens to be made by some really great researchers in China, but it's now yours.
If we want to win the AI race, it's not about a few technology companies winning the AI race.
It's about every company in America, every industry, every researcher, every teacher, every student, every startup, everybody wins.
Some of them will use closed models. A lot of them will use open models.”
$NVDA
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Alex Shattered retweeted
Infosys, whose banking platform supports 1.7 BILLION accounts, is partnering with Chainlink.
It can help banks connect their existing systems to blockchain markets using $LINK infrastructure.
Swift, UBS, Mastercard, DTCC, now Infosys.
I don’t think people appreciate how deep Chainlink is getting into global finance.
