@cryptographicas

DeFi market structure, onchain credit and where finance is going | success @avon_xyz | underwater @10b57e6da0 🦞 full time observer of market delusion.

Joined March 2021
  • Tweets3.2K
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  • Followers1.9K
141Media

Lending Markets Are The New Kingmakers

Asset issuance is becoming commoditised.

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Blackrock Vs The Casino

In the early 20th century, bucket shops were the most popular way for ordinary people to speculate on stocks. You didn’t buy shares. You placed a bet on whether a price would go up or down, the oper…

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The Dawn of an AI Civilisation

AI agents are having their promethean fire moment and Moltbook is the trigger.

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When The Content Is Better Than The Product

There’s a generation of founders who can sell ice to Eskimos but can’t make the ice. They’ve mastered the algorithm, built audiences in the millions, raised money in the tens of millions, and sh…

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Beyond Wrapped Bonds: How Avon Enables Institutional Credit Markets On-Chain

The $30 billion RWA tokenisation market has a problem. We’ve successfully wrapped bonds, treasury bills, and private credit into tokens that sit on-chain. TVL increases, number goes up, and everyone…

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Avon : The DeFi Colosseum

In ancient Rome, the Colosseum wasn’t just an arena. It was where the best fought to prove their worth, where competition was transparent, and where the crowd could see exactly who deserved to win. …

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DAO’s, Defi And Drama : Analysing Uniswap’s UNIfication proposal

After 5 years of debate and DAO drama @Uniswap is activating protocol fees, @haydenzadams published the UNIfication proposal marking a watershed moment for DeFI and attempting to bridge the gap betwe…

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Veni Vidi Vici : Foundational AI Model Providers Conquest Of The AI Startup Landscape

Rome the eternal city , the empire without end, Imperium Romanum.

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Defi’s natural selection : survival of the fittest

Nature is ruthless it has no emotion, no feelings no attachments, it runs one continuous test, is this design worthy of survival. Financial markets are the same, over time they eliminate weak design…

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The Technology Triad: Robotics, AI and Blockchain

The Tech Triad: a thesis on Robotics, AI, and Blockchain

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Credit Markets : Defi’s Final Frontier

DeFi has rebuilt almost every major component of market infrastructure, trading, settlement, on chain derivatives, custody, stablecoin FX, and cross-border payments. But one category remains largely u…

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Crypto M&A is growing up: A tale of two acquisitions

Crypto is growing up we’re seeing a massive rise in mergers and acquisitions, in Q3 2025 crypto M&A surged to over $10 billion in acquisitions, the biggest quarter on record and a 30x increase from …

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