🇪🇺 | Multi-chain news & insights | What shipped. What moved. | Catch it first. | Not financial advice.
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Joined October 2014
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🚨 The next stablecoin battle
Could be between crypto exchanges and traditional banks.
Under the OCC's new GENIUS Act rules:
→ Stablecoin issuers cannot pay interest directly.
→ Exchanges may still offer rewards, subject to regulatory review.
→ Banks warn that attractive yields could pull deposits away.
Here's the bigger picture. 👀
Stablecoins aren't just competing with other cryptocurrencies anymore.
They're beginning to compete with traditional savings products.
And banks are paying attention.
The question is:
Who wins the battle for digital dollars? 💵
Italy’s central bank just told banks not to delaying on blockchain.
This is the real shift:
Germany & Spain - MiCA crypto custody
UK banks - live tokenized deposits
JPMorgan & BNY - deposit tokens + custody
Banks aren’t going all-in on crypto.
They’re upgrading the rails.
Asher Land retweeted
SUI MACRO REPORT — OCTOBER 23, 2026
Sui’s ecosystem is connecting AI agents, verifiable data, DeFi execution, and deeper liquidity. Meanwhile, surging oil and macro uncertainty continue to pressure risk assets. The focus: real adoption over announcements.
1. Macro + Crypto
U.S. markets closed lower Friday as Middle East tensions pushed oil higher and investors reassessed AI spending.
S&P 500: -0.52% | Nasdaq: -0.21% | Dow: -1.23%
Brent crude settled at $116.72/barrel; the 10-year Treasury yield reached 4.99%. BTC traded near $81,200 and ETH near $2,390. Inflation, energy prices, and next week’s Fed decision remain key drivers.
2. Sui Market Snapshot
Latest screenshot:
$SUI — $0.962 (-2.88%)
$DEEP — $0.0177 (-2.85%)
$WAL — $0.0364 (-4.30%)
$LOFI — $0.0101 (-2.88%)
$NS — $0.0117 (-1.75%)
All five tokens are lower, with WAL showing the steepest decline.
3. AI Agents Get Onchain Tools
@CetusProtocol launched Cetus Skills, giving AI agents direct access to swaps, liquidity, and onchain execution.
YC-backed @arbital_xyz now supports @AftermathFi, allowing traders to deploy and manage automated strategies through Arbital.
4. Walrus: Verifiable Data + AI Memory
@PerceptronNTWK is migrating data from its 800,000-node network to @WalrusProtocol, adding verifiability to enterprise data.
Forbes featured Walrus Memory, now reporting 5,000+ agents and 4.5M+ retrievals. Portable, user-keyed memory could let agents retain context across different LLMs—a compelling use case for the AI era.
5. DeFi + Shared Liquidity
@navi_protocol opened an isolated eEARN/USDC market backed by @EmberProtocol’s curated USDC vault, with $2M USDC available to borrow.
@DeepBookonSui has surpassed $20B in cumulative trading volume, with 15+ apps routing through one shared order book. Shared liquidity and accessible agent tooling could reinforce Sui’s DeFi ecosystem.
6. What Matters Next
- AI agent adoption and actual onchain execution.
- Walrus storage demand and persistent-memory usage.
- DeepBook volume and liquidity depth.
- Stablecoin borrowing and sustainable DeFi activity.
- Oil, inflation, and the Fed’s next decision.
Bottom Line
Sui is building an ecosystem where agents can act, data can be verified, and applications share liquidity. The opportunity is meaningful—but sustained usage, capital deployment, and token value capture remain the tests.
Sources & Accounts
Sources: Reuters, AP, Sui Network, Forbes, Walrus, DeepBook, NAVI, Aftermath, Cetus.
@suinetwork @SuiFoundation @NoodlesFi @Chainspect @EmanAbio @EvanWeb3 @KevinBoon_ML @RaoulGMI @Mysten_Labs @deepbookonsui @walrusprotocol @lofitheyeti @eyezenhour @suinsdapp @CertiK @googlecloud @alibaba_cloud @SamsungMobile @CMEGroup @RobinhoodApp
$SUI $WAL $DEEP $LOFI $NS $USDsui
Asher Land retweeted
One of the biggest stories from Sui Basecamp in Singapore: Verifiable Agent Arbiter (VAA), an evidence layer for AI agents being developed by @Mysten_Labs in collaboration with Google Cloud.
What was presented and why it matters 👇
Asher Land retweeted
every piece of critical infrastructure is going to move from static security to dynamic security, and the ones that don't are going to get picked apart
ai can now find and exploit a vulnerability faster than any human team, so you need ai agents scanning your systems all the time for vulnerabilities and malicious activity
that's why we built Sui Threat Intelligence. we're one of the first to do it, and this is where the whole world is going
Asher Land retweeted
Agents got new tools, enterprise data got verifiable, and stablecoin liquidity kept compounding.
Here's your weekly recap of core developments across the Sui ecosystem:
• @CetusProtocol launched Cetus Skills, giving AI agents direct access to swaps, liquidity, and onchain execution on Sui.
• YC-backed @arbital_xyz now supports @AftermathFi. Traders can deploy and manage automated strategies on Aftermath directly through Arbital.
• @PerceptronNTWK is migrating the data behind its 800,000-node network to @WalrusProtocol to bring verifiability to its enterprise data suite.
• @Forbes featured Walrus Memory, now at 5,000+ agents and 4.5M+ retrievals. Memory stays portable and user-keyed, so switching LLMs doesn't mean starting from zero.
• @navi_protocol opened an eEARN/USDC isolated market, backed by @EmberProtocol's curated USDC vault, with $2M USDC available to borrow.
• @DeepBookonSui has now traded $20B+, with 15+ apps routing through one shared order book.
• @CurrentSUI kicked off Points Season 3: 86,100 $SUI and 5M $CRT over 123 days, after 52,415 wallets joined Season 2.
• @LoquaApp opened applications for Limited Early Access to its app ahead of public launch.
Another banger week on Sui! Let's keep shipping.
China is building a national blockchain network by 2030.
Not for you. For them.
Blockchain for the state. Not for the people.
xitter.cf/BSCNews/status/2113640…
China is going onchain but may not support XRP and other assets...
China aims to establish its national blockchain network by 2030 under the 15th Five-Year Plan for National Informatization.
Under the plan, distribution nodes are being created around business centers and will focus on cross-border trade and clearing in the Yangtze River Delta, and on logistics tracing in the Chengdu-Chongqing industrial belt.
Meanwhile, China strictly bans business activities related to virtual assets, including $XRP, $BTC, and others.
Asher Land retweeted
Another exciting cryptography milestone from our @SuiNetwork research team!
We just implemented Bulletproofs++ in Rust (on steroids), and the results are quite impressive:
🚀 Up to 7.8x faster proving and 4.5x faster verification
📉 24–38% smaller proofs
Beyond original algorithm coding, we introduced several optimizations, including lazy base folding in the norm linear argument, CRS caching, faster multi-scalar multiplication verification and other goodies. We also proved our construction secure and corrected a few issues in the original paper. Afaik this is now the fastest implementation of BP++ out there.
But why should you care?
For confidential transfers on Sui, this could mean batching ~4x more private transfers for the same gas cost, while also reducing validator bandwidth. Better cryptography, better privacy, less gas.
Code is already open source:
github.com/MystenLabs/fastcr…
More techy details, including the full of our improvements & corrections to the original paper, coming soon on ePrint.
🙏 Philipp Jovanovic @Daeinar and Arnab Roy
11/12 — THE QUESTIONS THAT MATTER MOST
To move beyond speculation, we need primary evidence:
Can archived versions of Szabo’s April 2008 discussion identify who offered to help implement Bit Gold?
Are there authenticated, pre-launch messages showing technical collaboration between Finney and Szabo on a system resembling Bitcoin?
Do original mailing-list records show May discussing Bitcoin’s specific architecture before launch?
Can code history, dated drafts or independently authenticated correspondence establish a direct connection to Satoshi?
A stylistic resemblance or a suspicious timeline is a lead, not proof.
12/12 — SO... WHO CREATED BITCOIN?
Satoshi Nakamoto’s identity remains unconfirmed.
The historical record shows that Bitcoin emerged from a much longer conversation about cryptography, privacy, proof of work and digital money, and that Szabo, Finney and May each belong to important parts of that story.
Were their connections purely intellectual?
Did some influence run deeper?
The evidence presented here cannot settle that.
But whether we were ever meant to know...
If Bitcoin belongs to no one, does knowing its creator change anything?
10/12 — WHAT THE TIMELINE DOES & DOESN’T SHOW
We have several real connections:
• May and Finney discussed electronic cash in 1992.
• Finney built RPOW in 2004.
• Szabo developed Bit Gold and asked for implementation help in 2008.
• Finney said he corresponded extensively with Szabo.
• All three were connected, in different ways, to the cypherpunk world that explored privacy and digital money before Bitcoin.
That makes the history worth investigating.
It does not prove a secret founding trio.
8/12 — WHERE TIMOTHY MAY FITS
May’s strongest documented connection is ideological and community-based.
He advocated cryptographic privacy, anonymous communication and markets that could operate outside conventional intermediaries. He also interacted directly with Finney in early Cypherpunk discussions, including the 1992 electronic-cash exchange.
That helps explain the environment in which digital cash ideas developed.
But we must be precise: the evidence cited here does not show May writing Bitcoin’s code or participating in its creation.
9/12 — OCTOBER 31, 2008: BITCOIN APPEARS
Satoshi Nakamoto published the Bitcoin white paper on October 31, 2008.
Bitcoin combined a peer-to-peer network, proof of work and a mechanism for ordering transactions to address double-spending without relying on a central financial institution.
Finney soon became one of Bitcoin’s earliest participants. He ran the software, reported bugs to Satoshi and received the first Bitcoin transaction from Satoshi.
Those are documented facts.
Source: Finney’s account
7/12 — RPOW & BIT GOLD: A SPECIFIC TECHNICAL CONNECTION
This is where the story gets more interesting.
Hal Finney’s RPOW made Hashcash proof-of-work tokens reusable through a system built around a trusted, tamper-resistant server.
Nick Szabo’s Bit Gold explored digitally scarce assets using computational work, timestamped records and a public title registry.
These weren't identical systems. Their designs addressed related problems in different ways.
Finney and Szabo weren't merely interested in cryptography in general: their documented work explored how computational effort could underpin digital money.
The question is whether their documented intellectual connection went any further in the development of Bitcoin. The evidence presented here doesn't settle that.
6/12 — APRIL 2008: SZABO WAS LOOKING FOR SOMEONE TO CODE BIT GOLD
On April 10, 2008, a comment in Nick Szabo’s Bit Gold Markets discussion included a striking request:
“Anybody want to help me code one up?”
Szabo was discussing an experimental implementation of Bit Gold, a proposed digital asset built around computational puzzles, timestamping and an auditable public record.
Bitcoin’s white paper would appear roughly six months later.
The timing is worth investigating. But the request alone doesn't identify a collaborator or establish a connection to Bitcoin’s creation.
Source: unenumerated.blogspot.com/20…
3/12 — HAL FINNEY WAS ALREADY BUILDING
Finney wasn't just discussing digital money. He was an accomplished cryptographic engineer who built anonymous remailer technology and explored proof-of-work-based digital cash.
In August 2004, he announced RPOW: Reusable Proofs of Work.
It turned Hashcash proof-of-work tokens into reusable, transferable tokens through a system designed to make its operation auditable.
Digital scarcity was already a serious engineering problem he was tackling.
Source: Finney’s original RPOW announcement
5/12 — FINNEY & SZABO: MORE THAN PARALLEL INTERESTS
In his 2013 essay Bitcoin and Me, Hal Finney revealed that he had met and maintained extensive correspondence with both Nick Szabo and Wei Dai, two people whose earlier ideas helped lay the groundwork for Bitcoin.
Finney also described his own attempt to create a proof-of-work-based currency: RPOW.
So we have a documented intellectual connection between Finney and Szabo, alongside their respective work on digital money.
What we don't have from this statement alone is proof that they jointly designed Bitcoin.
Source: nakamotoinstitute.org/librar…
4/12 — NICK SZABO’S BIT GOLD
In December 2005, Szabo published his Bit Gold proposal.
The design combined computational work, timestamped solutions and a public title registry to create scarce digital assets while minimizing reliance on trusted intermediaries.
Sound familiar?
Bit Gold was not Bitcoin: important differences remained, including how the system would reach agreement and prevent double-spending. But it was a major conceptual predecessor.
Source: Bit Gold
THREE CYPHERPUNKS.
YEARS OF OVERLAPPING IDEAS & ONE MYSTERY: bitcoin:native
Nick Szabo. Hal Finney. Timothy C. May
How deep do those connections go?
Let’s follow the timeline. 👇1/12 🧵
🤖 Made with AI
2/12 — 1988–1992: THE IDEOLOGICAL FOUNDATIONS
Timothy C. May drafted The Crypto Anarchist Manifesto around 1988. It envisioned cryptography enabling private communication and commerce beyond traditional control.
By November 1992, Hal Finney and May were discussing electronic cash on the Cypherpunks mailing list.
This connection is documented, not a theory.
Sources: Cypherpunks archive