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Joined August 2009
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For a decade, U.S. token founders had two options: go offshore or stay quiet. Your conversation with @SECPaulSAtkins is the first credible signal that's changing.
Grateful, @PerianneDC — and grateful for the years you and @DigitalChamber put in to get us here.
For nearly a decade, the U.S. shut the door on token fundraising. That is starting to change.
Another great piece from Yacine Terai (@Nftydaddy) breaking down my conversation with @SECPaulSAtkins at Bitcoin 2026 on Reg Crypto, token taxonomy, and the future of digital asset capital formation in the United States.
This is a major shift for founders, builders, and America’s innovation leadership.
niftyfounder.com/p/sec-reg-c…
The money moves on rails with no borders. Your company still lives in one. Which rung is missing for you: the entity, the bank, or the first asset?
On Thursday a16z Crypto became a16z Frontier. Nearly $10bn raised since 2018 to back crypto, and the word is gone from the door.
TechCrunch called it crypto falling out of fashion. Read Dixon's post. It is the opposite.
Three technologies, three moves. Internet: how information moves. Blockchains: how money moves. AI: the gaps nobody could close.
One thing has not moved. The company: the legal body that owns, pays and is liable. Still 1930, on paper.
The internet changed how information moves. Blockchains are changing how money moves. AI closes gaps nobody could close.
The company itself is still formed the way it was in 1930.
The fund that raised nearly $10bn to back crypto took the word crypto off its door on Thursday.
Not because the bet failed. Because the rails are now under everything.
What a16z Frontier is actually betting on: niftyfounder.com
Banks spent ten years trying to build what exchanges had. Exchanges spent ten years trying to get what banks had.
This month both sides stopped trying and started buying.
Standard Chartered pushed its 2T stablecoin forecast to 2030. Supply flat at 309B for a year.
Monthly on-chain transfers: 4T last year, near 10T this year.
The pool is not growing. The water is moving twice as fast.
Everyone filed "Kraken buys a bank" under crypto news.
It is banking news. The bank is the one being replaced.
Honest question for people who run a company: if your bank and your exchange merged tomorrow, which side's rules would you want to keep?
1/ For ten years banks closed crypto companies' accounts.
Last week a crypto company agreed to buy a bank.
The same month a financial conglomerate bought an exchange.
Here is what the merge actually means for anyone who runs a business.
4/ Why both ways at once?
Banks could not compete on product: 24/7, global, programmable.
Exchanges could not compete on licences: deposits, lending, payment rails.
Each side is buying what it could not build.
5/ Not "crypto goes mainstream." The two systems stop being two systems.
Your bank and your exchange are becoming one institution with one shared record under it.
Own your keys before they finish merging.
Monday's issue: niftyfounder.com
Not "crypto goes mainstream."
The two systems stop being two systems. Your bank and your exchange are becoming the same regulated institution, with one shared record under it.
Kraken's parent waited 5.5 years for a Fed account. Last week it agreed to buy a bank.
Same month, Japan's SBI bought an exchange for 289M dollars.
Exchanges buying banks. Banks buying exchanges. The merge is happening.
niftyfounder.com