Researcher/Journalist @CoinDesk - Currently traveling the globe Active on X again.
Joined November 2010
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Both can coexist pretty well. RLUSD brings dollar liquidity on-chain, while XRP can facilitate cross-currency flows. The interesting part is how that translates into actual utility for the network.
Brad Garlinghouse says at @Ripple Swell that XRP remains the company's top priority despite its growing focus on RLUSD.
“We only want to do things that are good for XRP.”
Being at the table matters more than ever
OpenAI, Google and four other major AI firms sign a White House safety pact, the crypto industry spent more than $8 million lobbying for a market structure bill that stalled, and the CFTC moves to cement its federal jurisdiction over prediction markets.
@Uyendoe has what you need to know.
Nice to see stablecoin supply picking up again. Will be interesting to see if this signals a gradual return of liquidity to the market 👀
One area worth watching is how interoperability handles atomic settlement across different ledgers and legacy systems. Shared standards matter, but so do transaction finality, failure handling, and the reconciliation of off-chain records with on-chain state.
We’re proud to join the DTC Digital Assets Solutions Industry Working Group, convened by @The_DTCC and comprising more than 150 members across traditional finance and digital markets.
We look forward to contributing our perspective on institutional tokenization and interoperability.
I think the distinction is between decentralizing the rails and decentralizing the asset itself. A stock can trade on public infrastructure, but issuer recognition, shareholder rights and corporate actions still depend on the underlying legal framework. That's where things get interesting.
$17 TRILLION worth of stocks now rejects TOKENIZATION.
7 more companies have objected to digital token versions of their shares on OKXICE:
1. JPMorgan $JPM: ~$890B
2. AMD $AMD: ~$870B
3. Coca-Cola $KO: ~$400B
4. Dell $DELL: ~$320B
5. Applied Materials $AMAT: ~$310B
6. Sandisk $SNDK: ~$250B
7. Adobe $ADBE: ~$95B
Leading the list is JPMorgan, the world’s largest bank, with $5.2T under management.
It’s also one of Wall Street’s biggest tokenization players. It runs its own blockchain unit, Kinexys, issues JPM Coin, and has launched tokenized money market funds on Ethereum.
That brings the total to 33 companies, worth roughly $17T, more than half the 62 OKXICE originally named.
Why?
Nice to see more infrastructure being built around Stellar’s RWA ecosystem. The interesting part will be how issuer controls, transfer authorization, and asset servicing come together beyond the initial issuance.
We're planning to integrate with @StellarOrg, bringing our regulated infrastructure to the fourth largest ecosystem for tokenized real-world assets.
The integration will enable us to support the issuance and management of tokenized financial assets on the Stellar network.
This is why agent permissions need to exist outside the model's memory. A system prompt can be forgotten or overridden, but hard limits on what an agent can execute are a different layer of protection entirely.
Making BTC-backed borrowing easier to navigate is a good step. The bigger challenge is making the borrowing experience seamless without compromising the trustless side of the design.
collateral angle deserves more attention. If tokenized securities can move across institutional workflows with fewer operational bottlenecks, the impact could extend well beyond simply putting assets onchain.
Congratulations to @The_DTCC on the launch of the DTCC Tokenization Service, a significant milestone in the modernization of global financial market infrastructure.
The launch follows DTCC’s first-ever production trades of tokenized U.S. securities in July 2026, powered by Chainlink alongside more than 30 major institutions:
• BlackRock
• J.P. Morgan
• Goldman Sachs
• Vanguard
• NYSE
• Nasdaq
• CME Group
• Microsoft
• State Street Investment Management
• BNP Paribas Securities Corporation
• Societe Generale
• S&P Dow Jones Indices
• Citadel Securities
• FTSE Russell
• Invesco
• Broadridge
• Tradeweb
• + many more
With quadrillions processed annually as critical infrastructure underpinning U.S. securities markets, DTCC is bringing tokenization to the American financial system.
We look forward to continuing our work together in advancing 24/7 collateral workflows through the Chainlink Runtime Environment (CRE) & data standard, accelerating institutional adoption of tokenized assets.
The liquidity design is the part worth watching here. If URC-5 can make liquidity more efficient while keeping incentives aligned with LPs, it could change how projects think about launching onchain.
The agent security part is probably the biggest one to watch. Once AI agents have access to internal tools, source code and production systems, the risk goes beyond the model itself. It's also about permissions, how agents handle credentials, and what happens when they take actions nobody anticipated.
In a single year, AI has rewritten the security priority list for CISOs.
Attackers are moving faster. Bain estimates AI compresses a typical cyberattack from about four weeks to about 18 hours, and models keep getting better at finding and exploiting weaknesses.
There's also more to protect, with employees shipping apps they couldn't have built a year ago and agents getting access to source code, documents, and production systems.
In a survey of 100 CISOs at companies with 1,000+ employees, all seven of the most-selected 2027 priorities involve AI.
The biggest jumps since 2026:
- Internal AI agent security (+28 pts)
- AI SOC (+26 pts)
- AI offensive security (+24 pts)
- AI code security (+23 pts)
- AI vulnerability remediation (+22 pts)
Last year's staples:
- Exposure & vulnerability management (-21 pts)
- SIEM / security data (-18 pts)
- Privileged access management (-18 pts)
From a16z's @OwenColby and @steph_zhang on The New Security Agenda: a16z.news/p/the-new-security…
Crypto is finding new ways to bring private-market exposure onchain. What I’ll be watching is how these perps behave as IPO speculation picks up, especially funding rates and liquidity. The price can move with sentiment long before it reflects any meaningful view of the company’s actual valuation.
NEAR Taps Into the Anthropic IPO Frenzy
NEAR Protocol (@NEARProtocol) $NEAR has launched ANT perpetual futures tied to AI company Anthropic (@AnthropicAI) on near(.)com, with support from Hyperliquid.
Traders can use up to 10x leverage, while positions are designed to remain private.
Anthropic’s SEC filing revealed revenue of $16.3 billion in the first half of 2026.
Oliver Knight retweeted
AVAIL enters the Hyperliquid ecosystem with @ShieldTXxyz
Why Hyperliquid, and why now?
Hyperliquid is where a lack of privacy costs large traders on every trade, and public exposure is holding back desks and funds who want to trade there.
After screening 332,317 wallets over 30 days, ShieldTX studied the impact of copy-trading on seven top perp traders and found a median execution loss of 63 bps per trade.
Hyperliquid can't capture the flow that needs privacy while every position remains public. ShieldTX routes that flow to @HyperliquidX, with the enterprise-grade privacy large traders need.
We've spent months speaking with whales, trading desks, market makers and digital asset funds who want to use the platform without the public exposure. They want privacy from competitors and copy-bots, without giving up compliance.
The current solutions aren't enough:
• Hyperliquid sub-accounts link to the main account onchain
• Multi-wallet rotation gets exposed by Arkham and other analytics platforms
• Third-party privacy solutions still expose a trader's PnL onchain
ShieldTX is built to close this gap.
Every trade is placed on Hyperliquid from a brand-new Hyperliquid wallet. Nothing links the trade onchain to the trader, and nothing links the trades together. A full trading history is available to users for audits and compliance.
ShieldTX is the on-ramp for crypto-native desks today, and the institutions who come next.
Institutional tokenization requires more than moving assets onchain. Privacy, controlled data access, and confidentiality around transaction activity are equally important. It will be interesting to see how approaches like Prividium address these requirements while preserving the benefits of blockchain-based settlement.
Congrats to @The_DTCC on the launch of its Tokenization Service. We’re proud to be among the firms collaborating with DTCC.
@the_matter_labs is providing privacy features with Prividium.
DTCC provides custody and asset servicing for more than $114 trillion in securities.
Pretty interesting to see tokenization moving into real market infrastructure. Curious to see where this goes.
NEW: @The_DTCC goes live with its tokenization service, backing 34 securities representing $30T in market value on the @CantonNetwork and its private Besu blockchain covering large-cap stocks, ETFs and U.S. Treasuries.
