@Moshaikh

Solid strategy from Kraken to position as web3 finance & payments instead of pure crypto is exactly right. Same approach Coinbase took. https://t.co/e6RNmQV7nl took. From what I understand, Bitget is doing the same. Web3 brokerage → web3 finance Robinhood is taking a similar approach but from the opposite direction: Web2 brokerage → web3 finance They're missing the payments part though. Then you have the payment companies like PayPal, WorldPay, Western Union and they’re taking a slightly different angle: Web2 payments → web3 payments, with some lightweight crypto brokerage on top. The most important thing to think about: where do you actually want to play?

The new Silicon Valley in Austin is just getting started.

coinbase spends 5b annual operating expenses, 82% higher than NASDAQ, 117% higher than CME, comparable to ICE, but with much worse technology compare this to crypto native teams like hyperliquid with a better product, lower fees, negligible expenses and <0.5% headcount

Leading indicator alert 🚨 Crypto hiring while AI is figuring it out

Money, be ready: Within 12 to 24 months, agents will handle a significant share of the transactions humans initiate today. The platforms that own their financial infrastructure will have agents that actually operate autonomously. Everyone else will spend the next two years trying to bolt agent capabilities onto rails that weren't built for them