Milind (@allmils0) header
Milind (@allmils0) profile picture

interested in web3, neurosci, music, ai | investing in builders | 🏛️ prev: VC @kalaari, IB @jpmorgan, strat @navifinance, @integra, @polytrade. NFA

Abu Dhabi
Joined May 2014
Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)Photo by Milind (@allmils0)
2026 in Crypto / RWA / Stables 1. $BTC dominance drops, $ETH / $SOL, Alts outperform as Fed eases 2. Stablecoins become the go to monetization tool for L1s (@integra_layer, @soneium, @Ripple), DApps (@phantom) and even fintechs (eg: @SoFi, @Revolut?) and large retailers/logistics companies (eg: @DPWorldUAE) Infra players issuers, cards. We get a breakout Neobank built on stables (@useTria ?) or a large neobank converts atleast non-US deposits into stables 3. A large tradfi bank lends on tokenized assets (@Citi, @ronitA380 ?). Tokenized asset borrowing loops become a real breakout use case for RWAs for both degens and normies 4. Sovereigns enter the fray - @ADI_Foundation sparks more states eyeing their own chains 5. Infra and products become finally become more verticalized. Targeted, user-centric chains, oracles, infra (@tempo, @OndoFinance, @integra_layer) start to get real traction beating horizontal "tech-first" players (eg: @megaeth) as product depth and focused-ecosystem trump pure play technology and generalism
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Experience real estate, finally visible and readable to AI. Every action earns XP. Continue your journey or start afresh. Testnet is live: dashboard.integralayer.com Be early.
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Can we now end the debate on jobs post AGI? Industrial / motor revolution did not take all jobs because it automated our physical capabilities - handy work > ppl moved onto contributing with their minds AI takes away most of the value of the mental abilities Where does value lie in labor / human body now to move on to? Why are we still debating this?! youtube.com/watch?v=SSya123u… @demishassabis @HarryStebbings @twentyminutevc @GoogleDeepMind @pmarca
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Which #AI lab wins long term if any? Feels every few months the top lab changes maybe due to talent or training runs But in the future, does one company have too much scale or self-improvment capabilities to leave everyone behind long term?
50%Anthropic
0%OpenAI
0%Google / Gemini
50%Other / Wildcard
2 votes • Final results
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When you remove the IDE entirely, why is being hunched over a computer screen the right form factor for managing coding agents? Feels like vibe coders should be able to walk in a park while seeing outputs with AR glasses, clarifying instructions through voice. Coding needs to change. You don't drive a car designed as a horse carriage.
>Wake up. >drink large 20oz coffee. > take 10 nootropics. > take nasal spray of more nootropics. > inject some peptides. >swallow 40 vitamins. >take some lions mane. >crack open energy drink. > watch Opus 4.5 code for 8hr. >talk to nobody. >go to sleep. Life is good.
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Gas is dead. L1s must evolve
Replying to @glxyresearch
3 - At least one live, general-purpose Layer-1 blockchain will enshrine a revenue-generating application to funnel value directly back to its native token. -@Uptodatenow
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All Stablecoins Leak. Stables are still only a digital version of an increasingly depreciating asset, the Dollar. But can they be more? Beyond becoming "yield-bearing", can a stable be more than the Dollar itself? Provide superior returns, a 1:1 liquid $ peg, and also protect against its own downfall? A stablecoin mechanism that might. Read on: open.substack.com/pub/allmil…
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There are some sacred cows in crypto that just stick around forever and refuse to die. The post-airdrop "50% to community" allocation, which we all know means "an amorphous slush fund that we'll decide what to do with later" is a cow whose time has come. Good on @jon_charb for trying to push the Overton window here. Investors generally slash the "economically equivalent FDV" by ~50% in their minds when there are these enormous community allocations. This is very true of HYPE—the FDV is effectively overstated, because these tokens won't get spent unless there's a clear ROI, which makes HYPE nominally undervalued on a cash flow : FDV ratio. This whole "50% of tokens must be labeled 'community'" is a holdover of performative 2021 token socialism. We should just get rid of it so we can be straightforward about expected supply and circulation. Spending tokens on growth is fine—just do it transparently and justify it. Go to governance, argue for the supply expansion, and let holders decide. But ~50% of the total supply up front to do whatever with is silly and we should end it.
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📢 TODAY'S THE DAY! Our "Tokenization in the UAE (Part 2)" webinar is LIVE soon! Hear from leaders at @Tokinvest_Cap, @Polytrade_fin, @0xPolygon, @TokenScope_Team, @RWA_Inc_, @CMS_Law_Tax, Prypco, on how the UAE is fast-tracking digital asset innovation. Last chance to register! Don't miss out. 👇 eventbrite.com/e/tokenizatio…
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Milind retweeted
Hot take: General purpose chains do not have a moat. Opinionated, purpose-built chains do.
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🎙 Cryptic Talks with @RWA_Inc_ x @Polytrade_fin x @penomoprotocol! 🎙 Bringing the Real World On-Chain: The Rise and Risks of Tokenized Assets 🗓 Date: Monday, July 14th ⏰ Time: 02:00 PM UTC / 04:00 PM CEST Host: @pauli_speaks, BD & PR Specialist at Cryptic Guests: ➖️ @kevinyunai, Founder & CEO at RWA Inc. ➖️ @allmils0, Chief Strategy Officer at Polytrade ➖️ @itsjasdhillon, Founder & CEO at Penomo Link: teapaw.org/i/spaces/1eaJbWNOlmkxX Set a reminder and join us live as we unpack the rise and risks of tokenized assets with the experts. Don’t miss this one!
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If you are in tradfi or wev3 pivot to tokenized assets in 2025 2025 is the year decades will happen Thankful for a deeply insightful conversation with @SimplyAneri @XVCTech @XDC_Network_ We build the future together!
Power packed insights from a conversation between @SimplyAneri, Investment Manager, @XVCTech, and @allmils0, Chief Strategy Officer at @Polytrade_fin. A must listen for anyone building in RWAs, DeFi, or Web3 infra 👇 youtube.com/watch?v=1bT5pZcR…
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Written about this earlier but rwa builders need to build new infra for new markets or new products Tokenizing existing products and markets will not cut it as tradfi enters the space Or you can be eaten for lunch in 2026
JUST IN: 🇺🇸 $4 trillion JPMorgan meets with SEC crypto task force to discuss the "impact of existing capital markets moving to public blockchains."
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Kinexys by @jpmorgan is bringing institutional bank deposits onchain by launching JPMD, a permissioned USD deposit token on @Base. JPMD will enhance digital payments exclusively for institutions by making it faster and easier to move money. ↓
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Two diametrically opposite takes by 2 smart people on the same topic on the same day This is why we love tech #ai #Web3 No one knows
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Saddened to hear this. First met Eugene and the Plume team when they were starting out a year or so ago and needless to say they have moved us all in RWA forward - with not just grit and drive but also with a lot of heart Rest in peace @eyqshen
It is with heavy hearts that we share the news of a tragic loss within our company. Earlier this week, we lost our cofounder and dear friend, Eugene. We’re in shock. Eugene was brilliant, deeply curious, and brought so much talent and heart to everything he did. Our thoughts are with his family and loved ones. The Plume team is grieving and supporting one another right now. We are focused on taking care of ourselves and each other over the next few days. This community was incredibly important to Eugene, and he poured his heart and soul into Plume, our team, and the community. We will deeply miss him and remain committed to ensuring the Plume technology he helped build continues to spur innovation and facilitate life onchain. Thank you for your understanding and your support.
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Milind retweeted
$TRADE music NFTs are printing for holders! What a nice play to earn passive income. 🤑🤑
🎶 @anotherblock_io NFT Royalty Payout Update 🚨 Royalties have been airdropped to NFT holders of the following iconic tracks: "So Far Away" by @davidguetta x @MartinGarrix 💰 $1,005 distributed 📈 13.97% ADY 👥 112 holders "Alone Pt. II" by @IAmAlanWalker 💰 $921 distributed 📈 8.44% ADY 👥 249 holders Royalties have been sent to the rightful NFT holders. Check your wallets! Stay updated & connect with fellow collectors: 👉 discord.gg/5Zk94wRDrs
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Milind retweeted
$350T in global property, still trapped behind paper processes, fragmented systems, and outdated infrastructure. @allmils0 gets it right: this isn’t just about tokenizing for passive yield. It’s about fundamentally reengineering how ownership, access, and value transfer work in real estate. At Propy, that shift is already underway. Titles are being recorded onchain. Entire transactions are closing within minutes traditionally or with crypto. Smart contracts are replacing escrow and paper trails. The infrastructure is live and scaling. Appreciate the thoughtful breakdown and recognition! Let’s keep building the future of real estate together.
Replying to @allmils0
8/ We're not starting from scratch. Hats off to the pioneers already building in this space: @RealTPlatform, @PropChainGlobal, @Figure, @provenancefdn, @MavrykNetwork, @EstateProtocol, @PropyInc, @Parcl and many more, paving the way. The future is collaborative. 🤝
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