Fabric

never really got into defi/degen shit. $points was my first rodeo. lots of insights and observations. something i'm thinking about:

crypto currently has 3 poles, each represented by the ethos of a physical place. a winning strategy is to elegantly merge these into a singular experience

RWAs have no adoption outside of dollar stables. I think Wall St is still DeFi, but a different side of it. Similar to real Wall St, it's full of insiders who benefit from seignorage. Ie. VCs, core team, market makers. They are the sophisticated gamblers

Las Vegas -> DOGE, SHIB, POINTS
Wall St -> SOL, LDO, INJ, etc

https://www.marketsmedia.com/jp-morgans-onyx-digital-assets-processes-up-to-2bn-per-day/

Fan of burritos, digging into unutilized capacity,

trying to solve some problems at https://www.louiza.xyz

> Onyx’s work is currently centred on permissioned blockchains.

My brother in Christ, this is a database

That's totally fair, at the moment they're operating in a "sandbox" but I think it's also a precursor to institutional adoption of RWAs as firms and regulators sort out how they can operate compliantly on a public chain (in the US at least)