Dev | @keplrwallet | Tech, crypto, economy, politics, language—exploring the intersection of innovation and global trends.
Yeosu-si, Republic of Korea
Joined December 2023
- Tweets96
- Following199
- Followers50
- Likes793
rita retweeted
<서클, 아쉽다 아쉬워>
26년 3분기 말 USDC 유통량은 739억 달러로 전년 대비 0%, 사실상 제자리입니다. 분기 평균 유통량도 전분기보다 4% 줄었습니다. 반면 온체인 거래량은 13.9조 달러로 전년 대비 49% 늘었고, 스테이블코인 전체 거래량의 79%를 차지했습니다. 공급은 멈췄지만 사용은 계속 늘고 있습니다. @circle
RLDC는 2.89억 달러에서 4.53억 달러로 57% 급증했고, RLDC 마진도 41%에서 52%로 뛰었습니다. 다만 Arc 토큰 프리세일 매출 1.82억 달러가 이번 분기에 한꺼번에 인식된 영향입니다. 이를 빼면 RLDC는 2.71억 달러로 6% 감소, 마진은 39.7%로 전분기 41.2%보다 낮아졌습니다.
준비금 순마진(NRM)도 38.5%에서 37.8%로 5분기 만에 처음 꺾였습니다. 코인베이스 플랫폼 비중이 30%에서 31%로 계속 커지면서, 준비금 수익은 1.5% 줄었는데 분배비용은 4.12억 달러로 그대로였기 때문입니다.
기타수익은 헤드라인 2.07억 달러지만 ARC를 빼면 2,500만 달러로, 3,400만 달러에서 26% 줄며 두 분기 연속 감소했습니다. 배분 없이 100% 가져가는 매출이라 금리 하락 구간의 방어막으로 강조해 왔는데, 정작 이번 분기엔 뒷걸음질했습니다.
긍정적 요인은 금리 쪽입니다. 준비금 수익률(Reserve Return Rate)이 3.48%에서 3.54%로 4분기 연속 하락 끝에 반등했습니다. 직접 보유 확대와 기타수익 성장이라는 두 축이 멈춘 분기에 금리가 대신 버텨준 셈입니다.
결국 26년 3분기는 "본업 마진은 정체됐고, Arc 1회성 매출이 숫자를 만든 분기"였습니다. 4분기부터는 ARC 제외 기타수익이 3,000만 달러대를 회복하는지, 코인베이스 비중 확대가 멈추는지, 그리고 2027년 1월 지니어스 법안 시행을 앞두고 유통량이 다시 성장 궤도로 돌아오는지를 봐야 합니다.
rita retweeted
Be like @poteto 😎
> Grew up in Singapore with no CS background.
> Taught herself design as a teen.
> Studied finance at Monash.
> First program was an Excel VBA macro.
> Failed a startup.
> Started blogging and tweeting while learning to code.
> EmberConf organizers found her tweets.
> Invited her to speak in 2015.
> She was a nobody in Melbourne.
> Shaking through her first talk.
> That one talk changed everything.
> Landed at DockYard. Moved to the US.
> Another talk got her into Netflix.
> Built studio tools. Became a tech lead.
> Then an engineering manager.
> Missed building. Went back to IC work.
> Open-sourced hiring-without-whiteboards.
> Dan Abramov invited her to React at Meta.
> Imposter syndrome. Said yes anyway.
> Six years on the @reactjs team.
> Sole author of the React Compiler Beta post.
> Co-author of React Compiler 1.0.
> Burned out. Took time off.
> Started building agent tools for herself.
> Joined @cursor_ai in 2026.
> Taught agents to verify their own work.
> That became pstack.
> Cursor got acquired into @SpaceXSI.
> Rebuilt Grok Bot.
> Now ships 2,000–2,500 PRs a month.
> Went from 31K to 200K+ followers.
> @elonmusk keeps reposting her.
She didn’t start with a degree or confidence.
She started by writing in public.
Every major job came from people finding her posts.
Now she’s building Grok Bot and still on the React Compiler core team.
She is truly an inspiration. ✨✨
rita retweeted
🇰🇷HUGE: South Korea officially unveils the rules to move stocks, bonds and funds onto the blockchain.
Its financial regulator proposed the detailed rules, with tokenized securities set to launch on February 4, 2027.
Retail investors would be able to buy up to ₩100 MILLION (about $70,000) a year on each approved trading platform.
The first phase covers funds, bonds and unlisted stocks, with listed stocks and stablecoin settlement planned for later phases.
Korean brokerage Hanwha has already built a tokenized securities platform that supports Avalanche.
rita retweeted
1/ Introducing Oko: Keplr’s fully open-source embedded wallet stack.
Email and social-login onboarding, MPC-enhanced security, and a universal non-custodial wallet, all under Apache 2.0 from client to server, so apps take full-stack control while users keep full ownership.
TWD and other Asian currencies surged — here’s what drove the move:
- Dollar weakness: Market concerns over Trump’s new tariff threats and Fed pressure dragged the dollar down.
- Hedging rush: Taiwanese insurers scrambled to cover their huge USD bets.
- Trade talk buzz: Market speculation suggested Taiwan allowed the TWD to strengthen to gain leverage in trade talks with the U.S.
- Ripple effect: Once TWD moved, KRW and others followed the hype.
ft.com/content/9820b97e-a61d…
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Buffett sees long-term dollar decline coming?
- Crypto: Sounds bullish
- Gold & Commodities: Weaker dollar usually pumps gold and raw materials.
- Stocks: Global companies win, local U.S. ones… not so much
- Foreign Exchange: Other currencies (KRW, EUR, etc.) might strengthen; good for imports, tricky for exporters.
JUST IN: 🇺🇸 Warren Buffett says it might be a good idea "to own a lot of other currencies" besides the US Dollar.
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rita retweeted
Keplr is now interwoven with @Initia — into the Multichain Garden 🌿
rita retweeted
Native $BTC is now live on Keplr Extension
And this is only the beginning
I₿C in your hands
rita retweeted
Privacy made easy, for everyone
@nillion is now live on Keplr
rita retweeted
Who's ready to catch them all? If lucky, strike gold.
🔗forms.gle/iXXK7MsKEULDhFKx6
Keplr Mobile just successfully migrated to a better version!
Countless lines of code rewritten, new architecture challenges tackled, and some late-night debugging sessions, but it was all worth it =)
During his first term, Trump often boasted about the performance of the S&P 500 index as one of his achievements, and his approval ratings appeared to be closely tied to the stock market's performance.
Now he may be pretending not to be concerned about the stock market.
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magical @keplrwallet @noble_xyz 🪄
Stable, but smarter. 😎
𝗞𝗲𝗽𝗹𝗿 𝗘𝗮𝗿𝗻 💰 is now live on Keplr Extension!
Swap USDC to @noble_xyz dollar (USDN), hold it, and start earning real-time yield—zero lock-ups, zero hassle. 🚀
Need to claim? Just hit "Claim All" to collect USDN rewards along with your other staking rewards in one click. 🪄
Note: Please make sure that your Keplr Extension is updated to the latest version!
Learn More: help.keplr.app/articles/earn…
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rita retweeted
tomorrow.
one-click unlock the savings account to your @keplrwallet checking account.
rita retweeted
Reminder: there's also plenty of people who have lost huge amounts of crypto to *loss* rather than theft.
Software bug, forgotten password, lost device, paper wallet burned down in LA fire, upgraded device without backing up data .... lots of ways for that to happen.
Because there's no attacker to go after, victims don't have a strong need to talk about it. And often because they see no one to blame but themselves, victims will be too ashamed to talk about it.
But it happens. Often. And the truly robust wallet security solutions that our ecosystem needs to build should take loss into account too.
(This is a big part of why I talk about social recovery so much!)