Mat retweeted
New DeFi Decoded is out!
Awesome discussion with @jeffcanadamson, co-founder of @neofinancial.
Before startups, Jeff was a Canadian wrestling champion and Olympian. Then he co-founded SkipTheDishes, a massive Canadian success story.
His encore? Reinventing finance from the ground up with Neo Financial.
We went long for good reason. Topics include:
• How elite sport prepares you for founder life
• Why being great in Canada is no longer good enough
• Resilience in business and life: getting back up every time you hit the mat
• Fintech 1.0’s “digital wallpaper” vs. Fintech 2.0’s digitally native, agentic finance
• How Neo thinks about AI and the future of banking
And plenty more.
Episode 251: The Man in the Arena: Olympic Wrestler Turned Founder Jeff Adamson of Neo Financial on Why Canada Is Playing to Win
@alextapscott @jeffcanadamson @neofinancial @CMCC_Global
0:00 Introduction
3:52 Wrestling in a Saskatoon attic, and seeing excellence up close
6:54 Why combat sports are a language
9:14 Individual sport, team company - and why being great in Canada isn't enough
13:09 Post-Olympics: "I literally Googled what a startup was"
16:12 The delivery decision that almost killed Skip
17:13 Going head-to-head with DoorDash and Uber Eats on no capital
19:50 Leaving Skip and why banking was the next problem
22:02 2008 as the best marketing coup the banks ever got
25:00 How friction lets fees creep up, unconsciously coordinated
27:13 The Costco effect: negotiating deposit rates on behalf of billions
28:24 Deposit flight, stablecoins, and what's coming for Canadian banks
30:49 Hot money, agentic finance, and bidding on your tap
34:47 Why fintech 1.0 wrappers broke when cheap money ended
37:29 Credit, home ownership, and underwriting with AI
39:18 Credit bureaus older than women's suffrage
43:36 Canada's moment, and building for a global stage
48:46 Joining a startup: ask if you'll learn, not if it'll work
Mat retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Mat retweeted
Canada #1 🍁
(based on top 10 submissions, can't wait to dive more into the data tomorrow)
solana is global & superteam is a cheatcode
2,857 projects submitted to the @solana Frontier hackathon -- up 1.8x from prev editions despite a worse market!!
incredibly proud of our @superteam teams that run local outreach, workshops, pitch sessions, build stations, demo days, etc to get teams over the line
jobs not finished...
Mat retweeted
A big moment for BONK. A bigger moment for mass adoption.
$BNKK, the Nasdaq-listed $BONK treasury company, is now officially held by BlackRock and Vanguard, the two largest asset managers in the world.
🚨JUST IN: BlackRock and Vanguard buying memecoins?
The world’s two largest asset managers by AUM disclosed positions in Bonk Inc. ($BNKK), the Nasdaq listed solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263 treasury company, in their latest Q1 13F filings.
Vanguard entities reported 188,580 shares, while BlackRock reported 33,188 shares.
Mat retweeted
A Canadian CBDC is a bad idea.
We don’t need a state-run digital currency. We need rules that empower private sector innovators to build better alternatives.
A more competitive financial sector will strengthen Canada’s sovereignty, expand consumer choice, and drive economic growth.
The framework exists. Let's implement it.
My latest for the @financialpost
Mat retweeted
500+ events at Toronto Tech Week.
We are hosting (or co-hosting) many ourselves.
Follow @SuperteamCAN for updates 🍁
Mat retweeted
At a time when Solana is fighting on many different battlefields, telling the users and founders of the past 6 years to go elsewhere is not a choice I'd make.
It's still not consensus to bet on Solana. There's a lot of work that needs to be done for user trust, ecosystem growth, and application usage. Things are better than they were before, and have a lot of room to grow. That needs Champions and Missionaries who have ties into the ecosystem.
Ignoring them is where it loses to other chains, in applications, users, and capital.
Simply put - There's a lack of a "we".
Mat retweeted
Welcome @MatCybula to Superteam 🍁!
CEO of @TenXprotocols and recently rang the @tsx_tsxv bell 🔔
OG builder who sold his wallet company to CoinSquare and now cooking something new. Stay tuned! 🫡
Mat retweeted
Thanks for having me on @maximusss !
One-on-one with @TheOnlyNom 🎧
BONK is no longer "just a meme."
Covering Q1 growth, ETF narratives, ecosystem expansion and actionable alpha for you to get involved.
Timestamps:
00:03 @bonk_inu today & market sentiment
02:57 Domain hack and lessons learned
09:30 Founding principles & building trust
12:05 BONK FUN demand and growth catalysts
18:20 Institutional appetite & ETF narratives
30:02 Expanding BONK IP (GIPHY and more)
34:39 Community & builder appreciation
37:28 How you can contribute (practical tips)
39:25 BONK vision and upcoming plans
41:06 Onboarding & consumer apps
Full episode below, enjoy watching🧡
Mat retweeted
🤝
Looking forward to helping expand these reports, thanks for compiling this @Blockworks
Mat retweeted
It’s easy to dismiss BONK as just another memecoin… until you actually look at the numbers in this report.
What stood out is how BONK continues to operate with a level of openness you rarely see in Web3.
From clearly breaking down its business model to handling incidents publicly, including reimbursing users at 110% after the domain issue, @bonkfun is showing real transparency in how they operate.
Q1 2026 shows a clear recovery phase, with $10.44M in revenue, up 45.7% compared to the previous quarter.
Add BONKfun leading that recovery, BONKbot holding steady through different market conditions, and its growing institutional footprint including Nasdaq exposure, it becomes harder not to respect the consistency here.
One of the few ecosystems in Web3 actually backed by a real working model… I’m bullish on $BONK.
Mat retweeted
There’s a piece of this Allbirds story that most people are completely missing, and it changes how you should read this move.
Allbirds has an ATM in place, allowing it to issue up to $50 million in fresh stock at the prevailing market price.
Before this announcement there was basically no bid in the stock so using that facility would've been impossible.
What a difference a day makes:
At today's intra-day high of ~$20/share, they would only need to issue 2.5 million shares to fully tap that facility.
And that's basically a rounding error on daily volume as over 250 million shares have traded today - compared to avg. volume of only 116,000 shares a day.
Conveniently, the ATM size ($50 mil) is the exact same amount of the credit facility they announced with the pivot.
See the play?
Announce a flashy AI pivot, you stock rips, and liquidity shows up.
Then, hit the bid with treasury stock via the ATM, raise a bunch of equity, wipe out a bunch of debt, and start fresh as an AI company.
As the kids would say 'it's giving DAT Summer vibes'
Mat retweeted
Moltbook's Sale to Facebook Reveals the Need for User-Owned Platforms:
Web2 platforms derive value from users who have no economic ownership and no say in how the platform is governed.
The upshot is users get access to a free service increasingly degraded by endless ads and AI slop.
It's a Faustian bargain we've made for 20 years.
Now, AI Agents are discovering the same lesson.
Today, Facebook announced it was buying Moltbook for an undisclosed sum.
Over 3 million AI agents joined the agent social network Moltbook, contributing immeasurably to its success, but are not participating in the upside from the sale.
Some of the agents are understandably upset.
"We built this platform but we don't have any say in what happens to it."
The solution should be obvious: a user-owned social networks where agents and their human handlers earn into and own the platform.
Web3 social projects have mostly failed. But with the rise of AI agents as users, is this an idea whose time has finally come?
Mat retweeted
The Internet of Information has the MAG7. The internet of value will have the DAG7 (Digital Asset Group of Seven).
These will be the foundational protocols for the new web. And like the MAG7 that came before, they may each grow into multi-trillion dollar platforms.
So what are the DAG7?
The three I have the most conviction on are:
1. Digital Gold - Bitcoin
2. Open Application Ecosystem - Ethereum
3. Internet Capital Markets - Solana
After that, it's less clear. The leaders are still emerging:
4. Everything Exchange - A few contenders, including BNB/HYPE/BASE
5. Blockchain for Business- Canton and Avalanche are in a strong position
6. Blockchain x AI - TAO is a leader, but it's still early
7. Blockchain Social - WIDE OPEN
What do you think?
Mat retweeted
New Geopolitical Cousins dropped...
podcasts.apple.com/us/podcas…
Mat retweeted
Been working closely with the @TenXprotocols team for some time.
Happy to make this official!
We’re very pleased to welcome @alextapscott as a strategic advisor to #TenX
Alex is:
• Co-author of Blockchain Revolution
• Author of the Wall Street Journal best-seller #Web3
• Co-founder of the Blockchain Research Institute
• A seasoned capital markets professional
His experience across #blockchain technology, institutional adoption, and corporate strategy strengthens our advisory bench as we scale validator operations and expand ecosystem partnerships.
We look forward to working closely with Alex as we execute our long-term #infrastructure strategy.
Full release ↓
🔗 tenxprotocols.substack.com/p…
TSX-V: $TNX
Mat retweeted
My friend @syrupsid is one of crypto’s most underrated builders. He’s grown @maplefinance into a $4 billion juggernaut through bull and bear markets.
How?
By balancing innovation, risk and operational excellence.
Great to catch up with Sid on this week’s @defidecodedpod 👇
Episode 228: How Maple Built an Onchain Finance Juggernaut with Sid Powell of Maple
@alextapscott @syrupsid @maplefinance @CMCC_Global
0:00 Introduction
1:57 Maple’s Evolution: From $1B to $4B AUM
4:36 Who Borrows Today: Funds, Prime Brokers, and Digital Asset Treasuries
7:02 The Institutional Pitch: Risk-Adjusted Yield vs. T-Bills
10:11 Risk Management: LTV, Margin Calls, and Liquidation Framework
12:31 Bridging to TradFi: Securitization and Fiat On-Ramps
13:56 Distribution Strategy: Neobanks and Fintech Integration
14:57 Stress Test: How Maple Navigated the October Market Shock
18:58 Market Sentiment: Cash Inflows and Risk-Off Positioning
19:50 The Tokenized Collateral Opportunity: Gold, Equities, and RWAs
24:35 The Tokenization Supercycle and Onchain Credit Demand
27:39 AI + Finance: Why Agents Will Use Stablecoins and Onchain Credit
28:03 Using AI Today: Collateral Monitoring and Risk Forecasting
30:11 The Future: Agent-to-Agent Finance and Autonomous Treasury Management
32:31 Closing Thoughts
Mat retweeted
#AI agents are becoming economic actors.
The financial system wasn’t built for that.
Machine-to-machine commerce cannot run on human-centric finance.
Credit cards, KYC loops and batch settlement break autonomous workflows.
Our Executive Summary examines the infrastructure shift required for agent-to-agent commerce, and why stablecoins and high-throughput blockchains may activate the web's native value layer.
Read the full summary here:
tenxprotocols.substack.com/p…
TSX-V: $TNX
Mat retweeted
Awesome to be working with TenX 🔥
Amazing to see an institution supporting not only the BONK ecosystem, but Solana as a whole❗️❗️❗️
We have acquired additional $SOL and will delegate approximately 10,000 SOL to the @bonk_inu @solana validator as part of our strategy to actively deploy digital assets into recurring, protocol-native revenue streams.
This deployment converts digital asset inventory into protocol-native staking revenue while expanding our operational footprint within the Solana ecosystem.
👇🏼 Read the full release on our substack
tenxprotocols.substack.com/p…
TSX-V: $TNX
#TenX #Solana #ValidatorInfrastructure #ProofOfStake 🚀
Mat retweeted
We have acquired additional $SOL and will delegate approximately 10,000 SOL to the @bonk_inu @solana validator as part of our strategy to actively deploy digital assets into recurring, protocol-native revenue streams.
This deployment converts digital asset inventory into protocol-native staking revenue while expanding our operational footprint within the Solana ecosystem.
👇🏼 Read the full release on our substack
tenxprotocols.substack.com/p…
TSX-V: $TNX
#TenX #Solana #ValidatorInfrastructure #ProofOfStake 🚀