General partner @Asvacapital. founder @moonstone_io |
Bengaluru, India
Joined December 2014
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On-Chain Finance is becoming the next trillion-dollar industry
Everything we know about traditional finance is shifting on-chain built directly on blockchain primitives and crypto rails. The future of money is already here 24/7 markets with Instant settlement and True user ownership, No more gatekeepers. No more institutions controlling access. Individuals (and soon, AI agents) will directly access decentralized versions of every financial service that exists today. And here’s where it gets more exponential.
AI is evolving fast from static LLMs to fully autonomous agents that execute on behalf of users across every verticals from fund management to commerce and regular human work flows you name it. These agents don’t sleep They need infrastructure that matches their speed and autonomy. That infrastructure is crypto. Crypto is more advantage for AI agents than humans they will coordinate, transact, and manage value autonomously. This convergence of AI + Crypto + Finance is going to be the biggest growth trajectory we’ve ever seen.
At Tetra @tetra_trade we’re building exactly that future on-chain finance designed for both humans and agents. One single consumer finance platform where you (or your AI agents) can trade, spend, and earn across global markets, 24/7.
The agents are coming. Welcome to on-chain finance 2.0.
We’re just getting started. 🚀
PolygarNaidu retweeted
$VIDAx pools did about $26.1m in onchain trading volume over the past week.
our NYSE-listed $VIDA stock did an estimated $4.2m over the same seven days. roughly 6x as much turnover onchain.
the part i find most interesting: $19.3m of that onchain volume happened outside normal U.S. stock market hours. 74%.
almost $5m traded between friday’s close and sunday morning alone.
$14.7m of the week’s volume came from SOL and stablecoin pairs. another $11.4m came from community-token pairs.
people are trading it, pairing things with it, and building new markets around it. 24/7.
this is why we wanted $VIDAx onchain from the start.
PolygarNaidu retweeted
Step 1: tokenized stocks do more volume on the blockchain than on NYSE
Step 2: tokenized stocks trade with tighter spreads and lower fees than on traditional venues
Step 3: companies IPO onchain
PolygarNaidu retweeted
The markets are closed for Labor Day weekend, but Robinhood Chain remains open
PolygarNaidu retweeted
I am currently calling every CEO of every publicly traded company I can get on the phone and making the case for why their stock should trade onchain. Not because putting a ticker on a blockchain is interesting by itself, but because once an equity moves onchain, the market around it fundamentally expands. It can trade 24/7, against stablecoins, SOL, crypto assets, and entirely new community markets. Liquidity can form while traditional markets are closed. Developers can build around it. Global demand no longer has to wait for New York to open. The company does not change, and the underlying exposure does not change. What changes is the number of ways people can access, trade, pair, and build markets around it. The first call is usually about why they should care. The next one is about how quickly they can get onchain.
Sent from my FOMO app
PolygarNaidu retweeted
Tokenization will do for financial markets what the internet did for information.
“Music went from records to 8-tracks to cassettes to streaming. Now, anybody in the world can access any song at any moment.”
Ondo’s John Hoffman tells CNBC why the same transformation is coming to financial markets:
“This technology will democratize access for anyone with internet access and a wallet.”
Through tokenization, financial markets are becoming internet native, improving how they operate and expanding who they can serve.
PolygarNaidu retweeted
JUST IN: Robinhood CEO Vlad Tenev says we are at the beginning of a "tokenization supercycle" that will "eat the entire financial system."
PolygarNaidu retweeted
BREAKING: 🇺🇸 Nasdaq is launching overnight trading of stocks from 9pm-4am ET starting December 6, 2026.
Soon all these Stocks will also trade 24x7 on Crypto blockchains.
PolygarNaidu retweeted
This is one of the biggest tokenization announcements we've seen from U.S. regulators.
If the SEC moves forward with an innovation exemption for tokenized stocks, it opens the door for regulated experiments with 24/7 trading and blockchain-based market infrastructure.
This isn't about putting stocks on a blockchain for the sake of it.
It's about rethinking how markets operate:
• 24/7 trading
• Near-instant settlement
• Fractional ownership
• Programmable financial assets
The technology has been ready for years, now the regulatory framework is starting to catch up.
PolygarNaidu retweeted
The bullish case isn't tokenized stocks.
The bullish case is millions of new on-chain users.
Once they're on-chain, capital doesn't stay in one asset forever.
It rotates.
That's why I'm paying attention to memecoins building around the tokenized stock narrative.
PolygarNaidu retweeted
Eleanor Terrett lays out the Clarity Act vote-count reality:
"It's everything happening all at once, but it feels like hurry up and wait."
"August recess starts next week, and there's very little to suggest they have the votes to get it across the finish line. Though it's changing by the minute."
"It comes down to 60 votes to invoke cloture. You need about 10 Democrats to get there. If you don't have those, you don't have a bill."
"And it's not one quick vote. Cloture, then motion to proceed, then amendments, with 30-hour windows in between. There's really very little time."
PolygarNaidu retweeted
🚨BREAKING: KALSHI EYES FIRST-EVER PREDICTION MARKET IPO
Kalshi has reportedly started early talks with investment banks about a potential IPO, The Information reports.
The prediction market giant was last valued at $22 BILLION and has reportedly passed $2 BILLION in annualized revenue.
If Kalshi goes public, it would mark a Wall Street first for prediction markets.
