Coco Kee retweeted
Crypto has already removed a lot of the waiting we previously accepted as normal in finance:
- Stablecoins move across borders on weekends and holidays.
- Tokenized stocks trade 24/7 globally.
- Decentralized exchanges perform real time settlement.
- Onchain lending lets people borrow without waiting for a loan officer.
We're making money move at the speed of information.
Coco Kee retweeted
Know Your Agent coming online. x401 agent identity proofs alongside x402 agent payments is a strong step towards safer and more trustworthy agentic economic activity.
Circle 🤝 @proof
With Proof, we’re exploring how agents can prove who they act for and pay in USDC in one exchange.
Verified identity through x401. USDC payments through x402 and Circle Agent Wallets.
See the joint demo at @money2020, booth 5069.
globenewswire.com/news-relea…
Coco Kee retweeted
How does the buy side access, price and trade private credit? @prathreddy and @garyreifman will be hearing it firsthand Nov 5 with @TheFinanceHive at their Fixed Income US Member Meeting in New York. → content.thehive-network.com/…
🪇
UC Berkeley’s world-class economics department (@berkeleyecon) is celebrating Nobels won by two scholars: Robert E. Hall, a 1964 graduate and early-career faculty member, and Michael Woodford, a visiting scholar in the 2025-26 academic year.
bit.ly/3UjUuNU
Establishing IP ownership of AI-generated content is critical. What VN @buildwithVN is building couldn't be more timely!
Socialism/communism has become so notorious that countries that are still upholding it often hide it behind a facade to avoid angering their people. In the U.S., it’s touted and hailed as a supreme ideal. This is concerning because it reveals how ignorant some people are in this country.
Sam, congratulations, good news!
I have been building this chain since 2018, when it was Klaytn inside Kakao.
Today $KAIA trades in KRW on @Official_Upbit.
The question Korean holders asked me most over those eight years finally has its answer.
오래 기다리게 해서 죄송하고, 더 오래 보답하겠습니다.
👏
I've been building crypto-backed lending products since 2017.
The concept isn't new. But the delivery and experience could be much better.
That's what we've built with the GalaxyOne Crypto Portfolio Line of Credit:
→ 8.99% APR*
→ No origination fee
→ BTC, ETH and SOL can be combined into a single collateral portfolio
→ No rehypothecation of your collateral
→ Offered by Galaxy (Nasdaq: GLXY)
And the fundamental benefit remains the same: access liquidity without having to sell your crypto.
Selling creates a taxable event. Borrowing preserves your long position in the crypto you own.**
I've seen this category evolve for almost a decade. I think this is the strongest version of the product the industry has built yet.
More here:
galaxy.app/product/crypto-po…
*Variable APR subject to change with 30 days’ notice. APR in select states may be lower.
**Borrowing is generally not a taxable event. Consult your tax advisor. This information is for general informational purposes only and is not tax or legal advice.
U.S.government's BTC holding remains forfeit-based. Hope this approach will change in the near future.
Replying to @willywoo
Here's the individual nation-states and their adoption policy.
Note 12% of nations actually own BTC, 8% of them have policy decisions to acquire and hold.
Coco Kee retweeted
The White House Accord on Super Intelligence will have a positive impact on safety.
Committing to hire third party auditors who will report to an independent committee of board members has more practical near term significance than almost any conceivable regulatory action.
These board members will have a fiduciary duty. If they ignore a report from the third party auditors then a bad faith finding from a court is a real possibility. A D&O carrier could use this to deny coverage.
Really good outcome for ordinary Americans.
More effective and elegant than some ridiculous new regulatory body that would take months to do anything, then almost certainly done the wrong thing and along the way probably created a regulated oligopoly at the frontier which is the scariest potential outcome*
As I read the articles about the accord, it did occur to me that they were mostly written by political reporters who may have not understood the significance of the accord given their reporting beats are generally focused on public policy instead of corporate governance.
*Scariest because I do not trust any 5-20 individuals to make the best possible decisions about the direction of this technology. I want as many AIs as possible to maximize the odds that they encompass the diversity of human values across the world and richness of human variation. And I want an AI that shares my own personal values. Safety, freedom and the maximization of human agency through democratization, distribution and diffusion vs. centralization. History has spoken on the dangers of the latter path.
**Also SI not AI still adapting to the change but I do think better branding. Who wants artificial ingredients in their food?
Coco Kee retweeted
Since the advent of Bitcoin in 2008, the crypto asset market has grown from a niche curiosity into a multi-trillion-dollar asset class to which investors actively seek exposure. Unfortunately, our rules and regulations have not kept pace.
To that end, today’s proposal would provide a clear regulatory framework for the custody of crypto assets, giving investment advisers and funds a compliant pathway where none existed before—and replacing the grey of uncertainty created by custody rules crafted for a bygone era.
Coco Kee retweeted
It would be hard to do a weekly series on Berkeley's impact on technology without getting to @matei_zaharia.
His Berkeley story starts with Apache Spark, which began as a research project on campus in 2009, when Matei was a PhD student in the lab that became AMPLab, working on ways to make large-scale data processing faster and more flexible.
Spark eventually became one of the most widely used open-source systems for processing enormous datasets.
Then the researchers behind it set the foundations for @databricks.
Matei and a group of fellow Berkeley researchers turned the technology they had been developing on campus into a company that has since become one of the defining data and AI platforms of its generation. It's now valued at $190B!
The story didn't end with Spark, either. Matei has continued working on widely used open-source data and AI projects including MLflow and Delta Lake, while Databricks has grown from a Berkeley research spinout into a company serving organizations around the world.
And now there's another Berkeley chapter.
Matei is still Databricks' Co-Founder/CTO, but he's also back at Berkeley as an Associate Professor in EECS, conducting research and working alongside another generation of students who may eventually spark pioneering research and/or companies of their own.
Today, his research focuses on one of the biggest open questions in AI: how to build and scale reliable agents. He's a co-author on recent open-source projects including DSPy and GEPA, which automatically optimize prompts and models so agents get better at specific tasks.
This April, ACM awarded him the 2025 ACM Prize in Computing for the distributed data systems that made large-scale analytics, machine learning, and AI possible. A fitting bookend: his Spark dissertation won ACM's Doctoral Dissertation Award back in 2014.
I talk a lot about Berkeley's startup flywheel because Matei's career is a pretty clean example of how it works.
A PhD student invents important technology on campus. The work is released openly and gets adopted around the world. A company grows out of it and becomes a category leader. The people responsible stay connected to Berkeley, and the next generation gets to learn and build alongside them.
Nearly two decades after Spark got its start on campus, that cycle is still going.
Some news: I’m coming in as the new CEO of Stacks Labs.
- I co-founded Stacks in 2017; we’ve been live for 5+ years and have gone through various chapters of decentralization.
- I’m more bullish on $STX than ever before. After the successful launch of Bitcoin staking, it’s time to double down on the growth of Bitcoin capital markets.
- After ecosystem restructuring last year, Stacks Labs has emerged as the operational hub. Taking on a day-to-day operational role there lets me put rocket fuel on the institutional BD work I was already doing.
- Stacks is pushing the frontier of Bitcoin. The tech is stellar. More BTC capital flows and widespread marketing of Stacks are what’s needed now. That’ll be my focus.
- @alexlmiller has done a tremendous job over the last year as interim CEO, put us on solid operational foundations, and pushed the core staking product live. Huge kudos to Alex for all his contributions!
- Satoshi upgrades 1 delivered self-custodial staking. We’re working on other frontier Bitcoin challenges like 100x capacity, institutional-grade privacy, and post-quantum. I look forward to working with our fearless CTO, @AdrianoDiLuzio, and the rockstar team on this exciting roadmap.
Start of a new chapter for Stacks and me. It’s time to light up some fires and push the frontier of Bitcoin. Forward!
Coco Kee retweeted
The rest of Asia has moved. Korea is still deciding.
Hong Kong licensed its first stablecoin issuers in April. Japan's yen stablecoin has been live since October 2025. Singapore is writing its framework into law. Korea passed its tokenized-securities law in January and reopened its exchanges to corporations, but the Digital Asset Basic Act, the statute that would license a won stablecoin, remains in committee over a single question: who gets to issue it.
While that question sits unanswered, net stablecoin outflows from Korean exchanges have run for eighteen consecutive months, about $10.4 billion in total, almost all of it in dollars. The demand for onchain assets is there. It is being served offshore.
Today we are publishing The Seoul Standard, a joint research report with @redstone_defi written for the allocators, funds and institutions weighing Korea. It covers:
- A decade of Korean digital asset legislation, from the 2017 ICO ban to VAUPA, and why each crisis produced the next statute
- What DABA and the enacted STO framework require of institutions, and the bank-versus-fintech dispute stalling one of them
- How a won stablecoin, tokenized deposits and tokenized securities could put inert KRW balances to work onchain
- Bear, base and bull scenarios with dated triggers, plus a sourced risk register
Read and download the full report (KR/EN): blog.kaia.io/the-seoul-stand…
Coco Kee retweeted
What happened to stablecoins will happen to tokenized equities -- blockchains are unapologetically superior to TradFi's rails.
Total supply of tokenized equities now represents over 1% of total stablecoin supplies
chart @arkinvest
Are stablecoin payments hype or real? Is USDC chipping away at USDT's dominance? Which industries are seeing the fastest traction? Which regions have the most adoption? And what is necessary for stablecoin payments to scale?
I learned a lot from my conversation with Kailash Madan, COO of Triple-A, a licensed B2B stablecoin payment solution provider.
Video: youtu.be/dZugLQcG70w
Audio:youtu.be/2vhJT5KnKQA
#usdt #usdc #stablecoins
Coco Kee retweeted
I backed Zest Protocol because this team has been building on Bitcoin longer than almost anyone, and they know how to ship great products with amazing user experience. Seeing real Bitcoin collateral working on mainnet, with the coins never leaving Bitcoin, is something I’m incredibly excited about.
































