Tracking big money flows into tokenisation, and explain it clearly, without hype.
India
Joined September 2017
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Speak Flows retweeted
SITUATION DETECTED: CloudFlare CEO Matthew Prince says he is aware of additional severe vulnerabilities in other pieces of critical software, and said “I think we’re going to have a couple years where every single week it’s going to feel like the sky is falling,” per Reuters.
Speak Flows retweeted
JUST IN: @valgui announced @xStocksFi is deploying natively on Monad, with support for over 1100 tokenized equities in the ecosystem
Speak Flows retweeted
Bot detection & human verification will be one of the most urgent demands for businesses over the coming years. Agent swarms will suffocate every website and form; small companies and government websites are most vulnerable.
There is a huge gap in the market for this right now. When we looked at what offerings were in the market to use at X, there was not a single company that brought together all the latest technologies so we had to do it all in-house.
Speak Flows retweeted
The institutional tokenization buildout is underway.
In a recent @Broadridge survey, 84% said tokenization is strategically important, with 26% already reporting tokenization projects in production.
Tokenization is happening right now.
Speak Flows retweeted
Quiet month? Not on Base
Here’s 25 things the Base ecosystem launched and announced in August
1) @bitso made MXNB available through Base. Users can deposit Mexican pesos on Bitso, withdraw MXNB on Base, and use the Juno vault on @morpho
2) @bitwise launched Automated Token Portfolios on Base with @glider__, using Coinbase Tokenized Stocks. Eligible users can hold 1:1 share-backed equity portfolios in self-custody and use them as collateral in DeFi
3) @awscloud made AgentCore Payments generally available with @coinbase and @stripe using x402. Agents can pay for APIs, content, data feeds, and more
4) @travalacom integrated Amazon Bedrock AgentCore payments from @awscloud into the Travala Travel MCP. Agents can book 2.2M+ hotels with USDC using Base
5) @o1_exchange launched a Stock launchpad, built natively on the B20 Stock token standard on Base. Issuers can launch stock tokens on Base through that pad
6) @avantisfi launched V2 in private beta on Base. Existing Avantis traders can trade 100+ assets, RWAs, and Upside Perps
7) @youdotcom is adding x402 support to its Web Search API on Base. AI agents can pay per query for live web data without API keys, subscriptions, or a human checkout
8) @bankrbot partnered with @aeroxyz on an Aerodrome Stock LP skill. Users can become LPs for tokenized stocks on Base with a Bankr agent opening and managing the position 24/7
9) @baibai_cx went public on Base as a PropAMM + aggregator built by @spire_labs. Traders can swap against onchain market-maker quotes and aggregated DEX liquidity
10) @overseepay went live on Base. Users can move dollars onchain for remittances to Pakistan
11) @credifi opened unsecured loans of up to $3,000 for @ethos_network users with a Credibility Score of 1800+. Eligible borrowers can take credit with no collateral and no liquidation
12) @send launched Send Cards. Users can fund a card with USDC on Base in the Send app and spend that balance on everyday purchases
13) @joincero introduced their product. Cero card will convert everyday spend into a 0-1000 score toward rewards and credit when early access starts
14) @longshotxyz launched on Base. Eligible non-US regions get free and paid prediction contests plus customizable combo markets
15) @syntetika opened deposits with BTC Basis+, a delta-neutral Bitcoin basis strategy managed by @hilbertcapital using cbBTC on Base
16) @peerxyz launched on iOS and Android. Venmo, Cash App, Revolut, Wise, PayPal and similar apps can fund USDC on Base from the phone
17) @zothdotio announced zVaults on Base opening soon. One deposit will hold a basket of tokenized US stocks in a self-custodial wallet
18) @forevermoney_ai brought the Bittensor ecosystem to Base via Chainlink CCIP. Bittensor’s AI network can now plug into Base apps for compute, coding, vision, and prediction
19) @zaruniversal launched ZARU on Base. A 1:1 rand-backed stablecoin settles payments onchain in seconds instead of one to three business days
20) @anoma launched AnomaPay on Base. Base assets can be deposited and sent confidentially with payment links
21) @rena_labs launched Insider Scan on Base. Users can exchange liquidity, spreads, depth, and volume sit in one view, with plain-language questions
22) @veildotcash activated NVDAc in its Multi-Asset Pool on Base. Tokenized Nvidia can be deposited and sent privately through Veil
23) @dinariglobal launched regulated dShares of the full S&P 500 for US investors and businesses, live on Base. US holders get 24/7 onchain access with voting, dividends, and a claim to the backing security
24) @b3labs introduced B3IQ. Teams can own a hosted Nvidia GPU over time, run private inference on that hardware, and rent idle capacity, with payouts in USDC on Base
25) @pixiechess is live on a mobile browser. Chess for real money can be played from a phone browser on Base
Speak Flows retweeted
Bitcoin has NEVER dropped below its electric cost.
Current Electric Cost = $58,740
Speak Flows retweeted
It just seems implausible this is what we are made of, essentially, nanotechnology about a billion years beyond anything we can design or make ourselves.
Speak Flows retweeted
‘India should worry about Tariffs later and start worrying about Pollution first , it has far greater impact on India than any tariff’ : Gita Gopinathan, IMF
Kalli Purie of India Today had no answer, She didn’t know how to defend Modi.
Must Watch.
teapawt.org/EconomicTimes/status/2…
Speak Flows retweeted
I own Zcash, Gold and Silver so I don't become a permanent underclass in the future.
Speak Flows retweeted
Zcash can scale.
Zcash must scale.
Zcash will scale.
We are all in on Zcash.
We need to scale Zcash to billions of users.
Startups can scale, but nonprofits can't.
That's why we created a new Zcash startup.
cashz.org
Speak Flows retweeted
INDIA, INTERNET, INTERNATIONAL
If you're Indian, don't move to America.
Because the US left hates technocapitalists.
And the US right wants no more immigrants.
Moreover, as the sovereign debt crisis worsens...
It only gets worse. Possibly murderously worse.
So: Indian immigrant technocapitalists need alternatives. And there are three options: India, Internet, and International.
1. India
India itself is the world's fastest growing economy, with the #1 growth rate in the world over the last 10 years. Every major company is investing in India. So you can do well in the Indian economy:
2. Internet
The Internet is taking over from a fading NYSE/NASDAQ as the world's largest capital market. The decline of Delaware and NYC accelerate this; everyone from Elon to Elad Gil to a16z to Dropbox have moved out of Delaware for incorporation, and Mamdani is catalyzing a capital exodus to Miami.
So: the US is no longer a stable place for capital formation. And Solana and Ethereum already put Indians on a level playing field with the entire world, with digital rule-of-law. No one can discriminate against you in a smart contract simply for being Indian, so you can do well in the Internet economy:
3. International
Finally, at the exact moment that the US has stopped recruiting tech talent while India is generating enormous amounts of it, the rest of the world is opening their doors to digital nomads.
Dozens of places from the UAE to Singapore have created many different kinds of talent visas. And so Indian technologists have begun rerouting there, especially to Dubai and Singapore. So that's the third option: the International economy:
In short: do not expect the US to suddenly become more friendly towards immigrant capitalists. The long-term financial outlook is not good, so America is unfortunately no longer a good place to build a stable life and a career. Which is why Americans themselves are in a zero-sum mentality.
You can't fix that.
Instead, if you're an Indian technologist, rely only on TCP/IP rather than H-1B. And build yourself up in India, on the Internet, or internationally.
