@kevindegods

Anthropic is reportedly exploring a new funding round that could value the company near $1T. Last private round (February): $380B. This round: targeting ~$900B pre-money, raising up to $50B. If it closes, they leapfrog OpenAI ($852B post-money in March). https://t.co/HPls18Ct1q

Stablecoins aren’t just a crypto primitive anymore. They’re becoming shadow monetary rails, especially in markets where local currency is unstable. The controversial part isn’t adoption, it’s control. Private companies are effectively shaping dollar liquidity globally without public accountability. That’s a system design shift.

We’re entering a phase where wallets won’t be controlled by humans. AI agents are already executing trades, managing positions, and interacting with protocols. Markets designed for human latency are being optimized for machine speed. Founders should start thinking about AI-native market design, not just better UX.

Tokenizing assets doesn’t eliminate trust. It just moves it. Real-world assets on-chain still depend on off-chain enforcement, legal systems, and counterparties. That gap is where most of the risk lives. The next generation of startups will focus on shrinking that gap, not just issuing tokens.

Bitcoin was supposed to remove intermediaries. Instead, we rebuilt them. Spot Bitcoin ETFs are quietly concentrating power. A massive share of BTC now sits with a handful of custodians. In many cases, one: Coinbase. Not your keys. Not your coins. https://t.co/0hwaHJJOx7