growth @TheoriqAI · onchain allocators · prev @BitfuryGroup @Citibank
Toronto, Ontario
Joined June 2017
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vaults are the future of asset management
Crypto is the core economic layer for agentic activity.
Lou Mohn, @FTI_Global portfolio manager, on how AI and crypto together will drive the financial industry toward 24/7 markets.
@openagisummit @incyd__
the cash leg runs all week now, and the ChinaAMC MMF tokens have traded 24/7 on PantherTrade since 26 oct
the funds themselves still only redeem at NAV on weekday dealing days
so on a sunday the price is whatever the market maker will quote, with no way to arb back to NAV until monday
the BoE is asking CCPs to test exactly this for tokenized collateral: can it still be realised in stress
tokens and cash run all week. exits still keep office hours
weekend spreads on the ChinaAMC funds will show what that gap costs
LATEST: @StanChart launches tokenized deposits in Hong Kong, the first market in its global network enabling real-time 24/7 inter-bank settlement in central bank money for corporate clients, with China AMC, Fireblocks and HashKey among early partners.
the weekend gap that scares Nvidia is the one that liquidates your loan
Aave's equity price feeds freeze over the weekend, so whatever happened lands all at once when they reopen
Morpho already prices it in: NVDA liquidates at 62.5% LLTV, SPY at 77%
50 companies told OKXICE no to third-party wrappers - lenders take them as collateral anyway
🚨BREAKING: 50 companies worth over $25 TRILLION now officially say "NO" to TOKENIZATION.
Nvidia, Nike and Micron are among the latest to object to tokenized versions of their shares on OKXICE.
That's up from 26 in just 4 days, with 12 added in the latest notice alone:
1.Nvidia $NVDA: $4.94T
2.Micron $MU: $1T
3.Costco $COST: $449B
4.Palo Alto Networks $PANW: $299B
5.CrowdStrike $CRWD: $256B
6.Corning $GLW: $106B
7.HPE $HPE: $73B
8.Bloom Energy $BE: $60B
9.Nike $NKE: $57B
10.Reddit $RDDT: $18B
11.IREN $IREN: $9.7B
12.USA Rare Earth $USAR: $3.6B
Apple, Tesla and Amazon have not objected so far.
this halloween is about taking the masks off
with billionaire ceos and the rest of the eco completely losing their composure in the face of crisis
reading through this thread feels like we completely moved away from the decentralization and equal opportunity principle this industry was built upon
masks off and its uglier than ever
$562m to the banks for the Anthropic IPO
"show me the incentive and i will show you the outcome" Charlie Munger
this design favours the large allocators
existing shareholders leave money on the table, and most people can't get in at the offer price
who is gonna get rekt?
as we discovered in the last year
simply having assets onchain does not solve their adoption
that’s why professional managers exist in tradfi
and that’s the next cohort we need to onboard/bootstrap drive meaningful aum to onchain equities
tokenization is commoditized. the hard part has moved
three things i took from a week of allocator conversations at @token2049 in Singapore
- distribution is the bottleneck. capital willing to go first into a new asset class is scarce, and reaching it is harder than issuing
- the market is growing up. speculation is cooling and a new cohort is turning up for yield they can underwrite
- LPs want their blue chips productive onchain. hold the position, put it to work, and use that as the entry into the next build cycle, AI infra included
that is a different buyer than the one this industry spent two cycles selling to
good conversations all week, thank you
@julian2kwan, @investax
rayad, rayad group
@edwin_mata, @Brickken
@oct_florian, @OnchainLabs_
amay, atomic digital
eric, @JSquare_co
@lloydp, @FunFairVentures
mariana, @scventuresDNA
adrian, @binance
@yaroslavwr_, @Faculty__Group
paul kim, @libeara_
@BalderBomans, @Maven11Capital
kate, @OnigiriVC
@ArtemTolkachev, @falconfinance
sood, curious ventures
yuri, @vntrcapital
samantha, j2 capital
steve, @Compound_xyz
david, @AccountableData
speaking at the @GammaSummit investing summit on tuesday
institutional development of digital assets
09:35 to 10:05, the fullerton
we spent september asking institutional allocators what they are deploying into, and what is keeping them from deploying more
we'll discuss our findings with a stellar lineup: @dgogel, @leofanxiong, @AnbuKannappan, @margarita_kado, @BDXcris and @web3hayk
if you allocate, come find me after
We’re pleased to announce Ash Datsiuk, Head of Growth at @TheoriqAI, as a speaker at the Gamma Prime Investing Summit.
Join us October 6 at The Fullerton Hotel Singapore.
Tickets: gammaprime.com/investing-sum…
heading to @token2049 next week
we still have a couple of guest tickets for @Vault__Summit and the tokenised VIP gathering. ping me if you want one
two groups we'd love to meet:
VCs evaluating onchain wealth management, consumer apps and vault products
LPs looking for stablecoin yield that holds up once the incentives stop
where to find @TheoriqAI team:
oct 5 · the dealflow investor brunch by @rwaweek
oct 6 · @GammaSummit investing summit
oct 6 · tokenised by @rwaweek
oct 6 · @Yield_Summit
oct 7 · stablecoin sessions by @hack_vc
oct 8 · @afinancesummit by @moreandmorebd
oct 9 · @Vault__Summit
oct 9 · @rwasummitglobal by @rwaweek
links below
We're one week out from @token2049 and have a huge slate of events across Singapore
Here's a list of events you can find @PeiChen01 and @incyd__ at!
• Mon. Oct. 5: @rwaweek's Dealflow Investor Brunch
• Tue. Oct. 6: @GammaSummit Investing Summit
• Tue. Oct. 6: @rwaweek Tokenised Singapore VIP Event (as a strategic partner for the event)
• Tue. Oct. 6: @Yield_Summit
• Wed. Oct. 7: @hack_vc Stablecoin Sessions (as an event co-host)
• Thu. Oct. 8: @moreandmorebd Agentic Finance Summit
• Fri. Oct. 9: @rwaweek's RWA Summit (as a strategic partner)
• Fri. Oct. 9: @Vault__Summit, hosted by @Morpho & @DigiFTTech
🧵 For full details & Lumas
