RK
Once agents are moving real money security is the only game The Rollup @therollupco 10h Tarun says a blockchain’s real value in a world of AI agents is being the hardest thing to break. “It’s less about how do you maximize compute throughput.” “And more about how do you maximally be the safe hardest thing to break.” “In a world of agents that are constantly
RK
Hyperscalers are issuing debt at a record pace. Apple's doing a bond sale this week. All that corporate paper competes with Treasuries for buyers. Someone has to absorb the short end. Stablecoin issuers are built for that job. That's why I keep calling stablecoins an economic
5 replies·1 reposts·12 likes·615 views
RK
The AI trade moved down its supply chain. Chips, then semis, then memory, then the neoclouds. Tokenization is going to follow the same path. Right now the bottleneck is early, at the platforms doing the tokenizing. But the flood of tokenized assets is already here, and the DTCC
5 replies·0 reposts·12 likes·1,331 views
RK
Equity perps on U.S. exchanges.. Didn't think we'd see this so soon. Feels like the floodgates are starting to open. Mike Selig @ChairmanSelig Nov 3 Today, equity perps can begin trading for the first time on @CFTC registered exchanges. This move reflects my commitment to ensuring that America’s markets remain the most innovative, liquid, and well-regulated in the world. Instead of being forced to turn to offshore,