Jeremy Wallis @Fintechblocks

Welcome to the second episode of the Gate Ventures Podcast! Our Partner Jeremy Wallis @Fintechblocks with Jed Breed @JedBreed, Founder of @breed_vc, to discuss his 13-year crypto journey—from mining Bitcoin and launching USDC at Circle to building Breed VC. They also explore the evolving token landscape, founder qualities, and the future of TradFi and DeFi. 🎧 Now available on YouTube and Spotify! 🔹 YouTube: youtu.be/0bJbn8kcaok 🔹 Spotify: open.spotify.com/episode/6ZMctZ… —— 🔑Key takeaways: ✅ Jed's 13-year arc: MIT mining days → Circle/USDC → Accomplice DeFi fund → Breed VC ✅ Is AI the new 2021 bubble? "Anthropic is basically saying they're building God" — and why crypto is the contrarian play ✅ Founder psychology: grit, trauma, and the "revenge founder" archetype — why a chip on the shoulder beats a comfortable past exit ✅ RWA thesis: tokenizing equities, pre-IPO shares (SpaceX at $1.75T), mineral rights, power contracts ✅ What tier-1 VC backing actually signals to retail — and 3 metrics to always check: token float, lockup schedule, social media authenticity —— #Crypto #DeFi #VentureCapital #Web3 #RWA #Bitcoin #AI #BreedVC #GateVentures

Gate Ventures Podcast | Episode 2 Topic: DeFi's Real Game — What Web3 VCs Know That Retail Doesn't 🎙️Jed Breed @JedBreed, Founder & GP of Breed VC 🎙️Jeremy Wallis @Fintechblocks, Gate Ventures Partner Few people in crypto have operated across all four of these vantage points simultaneously: — BTC miner (2014) — Head of Digital Assets at Circle, instrumental in launching USDC — DeFi market-neutral fund manager at Accomplice — Pre-seed crypto VC This episode covers: — How Web3 VCs actually generate returns and exit — What the GENIUS Act genuinely unlocks for US founders — RWA in 2026: real institutional adoption or recycled narrative? — The metrics retail consistently misreads: TVL, volume, and VC backing 📅 June 9 | 1:00 – 2:30 PM ET 📍Live on Gate Ventures X and available on YouTube and Spotify on June 20.

USD stablecoins dominate 99% of the market. But the other 1% just grew 16x in 3 years. Local currency stablecoin supply is up 70%. On-chain transfer volume went from $600M to $10B. EURC is live on Aave and Visa Direct. BRLA hit $400M+ transfer volume in Feb 2026. XSGD is quietly settling Grab × Alipay+ in the background. And @circle StableFX is now trying to connect all of them — with RFQ mechanics and PvP atomic settlement. Essentially an on-chain FX network. The $9.6T/day FX market hasn't been disrupted yet. But the plumbing is being laid — and most people haven't noticed. Full breakdown 👇 medium.com/@gate_ventures…

Our partner Jeremy Wallis is representing Gate Ventures at the #BostonFIXForum on June 11! 🎙️Panel Topic: Digital Assets & Institutional Market Structure — exploring how tokenisation and digital assets are transforming the financial landscape for institutional players. 📅 Thursday, June 11, 2026 📍 State Street, Floor 12, One Congress Street, Boston, MA Hosted by @StateStreet in partnership with @FIXTradingComm Register to attend 👉 fixtrading.org/event/bostonfo…

Its happening. Full StableCoin adoption.

FDIC @FDICgov

3 months ago

Today, our Board of Directors approved a proposed rule that would establish requirements under the GENIUS Act for FDIC-supervised stablecoin issuers. fdic.gov/news/press-rel…

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The last month, by the numbers on Provenance Pulse📊 Since our last pulse check at the beginning of March: → added ~$1B in total value locked → MoM chain transaction up 113% → increased network participation by nearly 2,000 With the recent launches of OPEN, and now Figure Forge, @Figure has been driving serious volume on-chain. The credit layer for all of DeFi is being built, and it’s happening on Provenance.

The era of turf wars, duplicative registrations, & differing regulations between @SECGov & @CFTC is over. By aligning regulatory definitions, coordinating oversight, & facilitating data sharing, @ChairmanSelig & I will ensure we deliver the clarity market participants deserve.

U.S. Securities and Exchange Commission @SECGov

4 months ago

🚨 TODAY: Alongside the @CFTC, we entered into an updated Memorandum of Understanding to guide future coordination between our two agencies.   This MOU will support lawful innovation, uphold market integrity, and promote investor and customer protection.   Link in the comments.

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1/ MIT just published a paper that shows us why every bank fighting crypto will lose. It's called "Some Simple Economics of AGI" by @ccatalini et al. Here’s a thread on why AI makes crypto inevitable:

BITCOIN HISTORY WAS JUST MADE IN FLORIDA We are now the FIRST STATE to Pass a Stablecoin framework in the nation! It has now passed the Senate and the House, and will be signed by DeSantis within the next 30 days! How was this able to happen? Well, because we are literally the best State in the Union, that is how. Florida has been the leader in the Bitcoin world, and we will continue to be a leader to ensure we are the Bitcoin Capitol of the United States and the World. Thank you to everyone who has been a part of this process, from the small group of power players like @ZachWitkoff and @_jasonholloway to those within Florida's government who have made this such a successful Legislative Session.

🚨 Claude just got access to live stock prices, balance sheets, cash flow statements, and breaking company news in real time. No hallucinations. No guessing. Actual structured financial data. It's called Financial Datasets MCP Server and Wall Street should be nervous: ↓

BREAKING: $2.5 TRILLION CITI JUST ANNOUNCED LIVE AT STRATEGY WORLD IT WILL INTEGRATE #BITCOIN THIS YEAR “WE’RE MAKING BTC BANKABLE." THIS IS HUGE 🚀

🚨BREAKING: Google DeepMind just dropped a research bomb! It's called AlphaEvolve and it's using LLMs to automatically write better AI algorithms than humans can. No manual tuning. No trial-and-error. No human intuition required. AlphaEvolve treats algorithm source code as a genome → LLM acts as the mutation engine → Proposes semantically meaningful code changes → Auto-evaluates fitness on real game benchmarks → Keeps winners, evolves further Here's the wildest part: The AI discovered a warm-start threshold of iteration 500... without being told the evaluation horizon was 1000 iterations. It found non-intuitive mechanisms humans never would have designed manually. The results? VAD-CFR beats every state-of-the-art baseline in 10 of 11 games tested. SHOR-PSRO outperforms Nash, AlphaRank, and PRD solvers. This is the recursion nobody was ready for AI systems that design better AI learning algorithms than the researchers who built them. Paper dropped February 2026. Link in first comment.

90% of all the money currently in circulation (+$50 trillion) is stored on online databases running on a COBOL mainframe… The world is about to change.

The Kobeissi Letter @KobeissiLetter

4 months ago

BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becoming increasingly clear how pivotal the times we are in right now truly are.

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This is a big win for USDC adoption in Capital Markets. Great progress.

Paul Atkins @SECPaulSAtkins

4 months ago

This is another terrific step in the right direction from our team in the Division of Trading and Markets to remove barriers and unlock access to on-chain markets.

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Broker-dealers can now settle trades in stablecoins without torching their balance sheets. Tokenized treasuries, equities, bonds, on-chain settlement have all become economically viable overnight. Today's guidance starts converting the GENIUS Act’s legal framework into something a compliance officer can actually act on.

HUGE NEWS FROM DENVER: SEC Chair Paul Atkins: “...issuers that want to tokenize their securities could work with a transfer agent or other tokenization agency to tokenize their securities so that they can be traded onchain in AMMs or other trading systems, environments or platforms that offer decentralized liquidity.” This is generally considered impossible under the existing law, and it means that tokenized assets are coming to DeFi systems in MASS

the cybersecurity industry is about to get completely disrupted.. 💀 someone just open-sourced a fully autonomous AI Red Team. it’s called PentAGI. multiple AI agents that talk to each other to hack a target. zero human input.

Openclaw In Mac Finder. Your Computer Just Learned To Take Orders.

🚨BREAKING: Chinese developers just killed OpenClaw with a $10 alternative. It's called PicoClaw and it's 99% more efficient. OpenClaw needs $599 Mac Mini + 1GB RAM. PicoClaw runs on $10 Chinese boards with 10MB RAM. Same functionality. 1% of the cost. Built by Sipeed. 100% Opensource.

Trillions are coming!!

Yahoo Finance @YahooFinance

4 months ago

Crypto, "it is a new product, [that's] somewhat threatening to the community banks, the g-sibs, the larger banks," White House crypto adviser @patrickjwitt says. He also speaks on the CLARITY Act.

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