# ![@sebbydavies Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1100020231.png) @sebbydavies sebby_d

sebby_d posts on X about crypto, ai, liquidity, stablecoins the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1100020231/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100020231/c:line/m:interactions.svg)

- [--] Week [-----] +74%
- [--] Month [------] +358%
- [--] Months [------] +978%
- [--] Year [------] +1,842%

### Mentions: [--] [#](/creator/twitter::1100020231/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100020231/c:line/m:posts_active.svg)

- [--] Month [---] +1.70%
- [--] Months [-----] +1,523%
- [--] Year [-----] +3,711%

### Followers: [---] [#](/creator/twitter::1100020231/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100020231/c:line/m:followers.svg)

- [--] Week [---] +2.70%
- [--] Month [---] +4.60%
- [--] Months [---] +17%
- [--] Year [---] +57%

### CreatorRank: [---------] [#](/creator/twitter::1100020231/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100020231/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[crypto](/topic/crypto), [ai](/topic/ai), [liquidity](/topic/liquidity) #3520, [stablecoins](/topic/stablecoins) #1441, [inflation](/topic/inflation), [bitcoin](/topic/bitcoin), [money](/topic/money), [gold](/topic/gold), [finance](/topic/finance), [onchain](/topic/onchain)

**Top accounts mentioned or mentioned by**
[@andyyy](/creator/undefined) [@polymarket](/creator/undefined) [@greenbutred](/creator/undefined) [@beraborrow](/creator/undefined) [@sytaylor](/creator/undefined) [@artemis](/creator/undefined) [@maplefinance](/creator/undefined) [@chainlink](/creator/undefined) [@vitalikbuterin](/creator/undefined) [@berachain](/creator/undefined) [@rektguyai](/creator/undefined) [@whynothigher](/creator/undefined) [@mdudas](/creator/undefined) [@pythianism](/creator/undefined) [@stacymuur](/creator/undefined) [@borjaneira](/creator/undefined) [@ercwl](/creator/undefined) [@boldleonidas](/creator/undefined) [@0xoogabooga](/creator/undefined) [@skyecosystem](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Chainlink (LINK)](/topic/chainlink) [Ethereum (ETH)](/topic/ethereum) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [OOGA (OOGA)](/topic/$ooga) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"FEWF This was actually the first thing I thought of when I heard about $CVX & $HES"  
[X Link](https://x.com/sebbydavies/status/1716491314643063241)  2023-10-23T16:26Z [---] followers, [--] engagements


"@CornOnSolana @rektmando @RugRadio @osf_rekt Please do a duck corn collab 🙏"  
[X Link](https://x.com/sebbydavies/status/1777086507788206171)  2024-04-07T21:30Z [---] followers, [---] engagements


"Bull market in content @Decentralisedco and @DoraHacks together 😍 Democracies and collusion go hand in hand. Until you have better technology @DoraFactory has been building toolsets to empower collusion free elections. Our latest explores how they enable MACI and the possibilities developers have by building on them https://t.co/JZaPi6J5mO https://t.co/5X8ONGbQoq Democracies and collusion go hand in hand. Until you have better technology @DoraFactory has been building toolsets to empower collusion free elections. Our latest explores how they enable MACI and the possibilities developers have"  
[X Link](https://x.com/sebbydavies/status/1806386194819043663)  2024-06-27T17:56Z [---] followers, [---] engagements


"New from @Aquanow's Digital Dives: Exploring the prolonged transition from Web2 to Web3 co-authored with @dubaifuturefund. Dive into the complexities and opportunities of Web2.5 as we shape the future of finance and technology. #Web3 #Blockchain #FinTech https://tinyurl.com/ahebcshh https://tinyurl.com/ahebcshh"  
[X Link](https://x.com/sebbydavies/status/1820898830512222257)  2024-08-06T19:04Z [---] followers, [--] engagements


"August saw sharp crypto declines (notably ETH) diverging from traditional markets while Gold hit ATHs. VIX surged but crypto vols stayed low. Base leads Layer [--] growth as ETH loses share and Tron entered the Top [--] while TON dropped after controvercy. https://tinyurl.com/2w5manez https://tinyurl.com/2w5manez"  
[X Link](https://x.com/sebbydavies/status/1832093107036598549)  2024-09-06T16:26Z [---] followers, [--] engagements


"If emerging markets like USDT and USDC then theyre gonna loooove stUSDC 😍 The StakeUp ecosystem is simple for users: all you have to do is buy stUSDC and earn yield automatically. In order for that to happen a lot goes on behind the scenes. Here are the StakeUp tokens and how they interact. The StakeUp ecosystem is simple for users: all you have to do is buy stUSDC and earn yield automatically. In order for that to happen a lot goes on behind the scenes. Here are the StakeUp tokens and how they interact"  
[X Link](https://x.com/sebbydavies/status/1834360723754922129)  2024-09-12T22:37Z [---] followers, [--] engagements


"This is insane. Worlds largest asset manager touting the merits of crypto as an investable asset in print and yall bearish BlackRock just put out a nine-page white paper that makes case for bitcoin ETF as a "unique diversifier" that can hedge against fiscal monetary and geopolitical risks also incl section called "Bitcoin's path to $1 trillion market cap" 👀 Read whole thing here: https://t.co/mRzDpw4aSP BlackRock just put out a nine-page white paper that makes case for bitcoin ETF as a "unique diversifier" that can hedge against fiscal monetary and geopolitical risks also incl section called"  
[X Link](https://x.com/sebbydavies/status/1836784049475748027)  2024-09-19T15:06Z [---] followers, [--] engagements


"Excited to share @aquanow's Beyond Speculation: Blockchains Path to Real-World Utility. Speculation drives innovation. Gamification DePIN AI & stablecoins are shaping the future of finance & tech. 🚀 Thanks to @Decentralisedco for the insights https://tinyurl.com/yt95sytv https://tinyurl.com/yt95sytv"  
[X Link](https://x.com/sebbydavies/status/1841842146510266453)  2024-10-03T14:06Z [---] followers, [---] engagements


"📊 New crypto chartpack from @AQNdigital is live Q3 highlights: $BTC up 3% $ETH down 23.5% BTCs tech stock correlation is still stronger than its digital gold narrative @maplefinance stages a DeFi resurgence @Chainlink CCIP gaining traction 👀 https://tinyurl.com/bde485js https://tinyurl.com/bde485js"  
[X Link](https://x.com/sebbydavies/status/1842205315632169281)  2024-10-04T14:09Z [---] followers, [---] engagements


"@epikduckcoin Birds lined up for TEH EPIK DUCK @epikduckcoin"  
[X Link](https://x.com/sebbydavies/status/1847774800552612134)  2024-10-19T23:00Z [---] followers, [--] engagements


"Post it tag it love Ooga Booga Reply with a code you're in the. groove-a Hit the app claim your Bucks it's slick Ooga Bucks turn to $OOGA real quick Boyeeee Introducing Ooga Bucks. X posts that mention or talk about Ooga Booga in any capacity have the possibility to be rewarded. Lets walk through an example: [--]. Kevin posts a tweet: I love Ooga Booga. [--]. Ooga Booga's account replies to Kevins tweet with a code such as: https://t.co/6ksG45NNFk Introducing Ooga Bucks. X posts that mention or talk about Ooga Booga in any capacity have the possibility to be rewarded. Lets walk through an example:"  
[X Link](https://x.com/sebbydavies/status/1859331851908939836)  2024-11-20T20:23Z [---] followers, [--] engagements


"$BTC gonna break six figs on the day that $REKT launches @RektCoin @RektBrands"  
[X Link](https://x.com/sebbydavies/status/1859462602415358256)  2024-11-21T05:03Z [---] followers, [--] engagements


"Best animation in the biz. Prove me wrong. $CRT $CRT EP2: "We're a tiny bit in the Universe" https://t.co/oIAZTtMKuA $CRT EP2: "We're a tiny bit in the Universe" https://t.co/oIAZTtMKuA"  
[X Link](https://x.com/sebbydavies/status/1859630437364310186)  2024-11-21T16:10Z [---] followers, [--] engagements


"@Polymarket #LetsBONK"  
[X Link](https://x.com/sebbydavies/status/1861989671754211334)  2024-11-28T04:25Z [---] followers, [---] engagements


"@osf_rekt You are the man 🫡"  
[X Link](https://x.com/sebbydavies/status/1867052987262316559)  2024-12-12T03:44Z [---] followers, [--] engagements


"Decentralized money markets are one of cryptos coolest innovations. Just wait until they become more capital efficient 😍 Accountable Secures $2.3M Funding to Enhance Transparency in Crypto Lending and DeFi Platforms. With the power of zero-knowledge proofs were solving the balance between privacy and transparency in the lending markets.🌐 🔒 Restore trust with real-time verifiable financial https://t.co/F8ZIhUugkL Accountable Secures $2.3M Funding to Enhance Transparency in Crypto Lending and DeFi Platforms. With the power of zero-knowledge proofs were solving the balance between privacy and"  
[X Link](https://x.com/sebbydavies/status/1874165466597597280)  2024-12-31T18:47Z [---] followers, [---] engagements


"I see your moonshot and raise you a. space hackathon 🌙 How fast can we ethically build a biosphere on the Moon Space Hackathon [----] seeks scientists to design a realistic roadmap for lunar life. Join us in planning the first sustainable ecosystem beyond Earth https://t.co/B9oz9vt9Ta 🌙 How fast can we ethically build a biosphere on the Moon Space Hackathon [----] seeks scientists to design a realistic roadmap for lunar life. Join us in planning the first sustainable ecosystem beyond Earth https://t.co/B9oz9vt9Ta"  
[X Link](https://x.com/sebbydavies/status/1876348985633571178)  2025-01-06T19:23Z [---] followers, [--] engagements


"XYRO bridges speculation and education. Players gain practical market knowledge by participating learning from their mistakes while enjoying themselves. Its market education reimagined"  
[X Link](https://x.com/sebbydavies/status/1882420755390181660)  2025-01-23T13:30Z [---] followers, [--] engagements


"The numbers speak for themselves. 🚀 2M+ users since launch 💸 $3.5M+ gaming volume in weeks 🤝 Partnerships with @chainlink + incubation by @CoinMarketCap and backing by @animocabrands https://dune.com/whale_hunter/xyro https://dune.com/whale_hunter/xyro"  
[X Link](https://x.com/sebbydavies/status/1882420757596360948)  2025-01-23T13:30Z [---] followers, [--] engagements


"This is one to keep an eye on 👀 Top performing vault on @DriftProtocol and raking in the TVL 🚀 📢 Knightrade Vault Surpasses $20M TVL in [--] Days 📢 Were proud to be the featured vault on Drift Over the past month our vault has achieved 100%+ APY (30-day) with $20M+ TVL showcasing strong performance and sustainable yield generation. We remain committed to building https://t.co/Nc0Sf0CaJz 📢 Knightrade Vault Surpasses $20M TVL in [--] Days 📢 Were proud to be the featured vault on Drift Over the past month our vault has achieved 100%+ APY (30-day) with $20M+ TVL showcasing strong performance"  
[X Link](https://x.com/sebbydavies/status/1886819181489701301)  2025-02-04T16:48Z [---] followers, [---] engagements


"@ercwl @boldleonidas @VitalikButerin Shoulda chose a @RektguyAI"  
[X Link](https://x.com/sebbydavies/status/1887463568154509824)  2025-02-06T11:29Z [---] followers, [--] engagements


"@RektguyAI @ercwl @boldleonidas @VitalikButerin Kinda catching that heat regardless no"  
[X Link](https://x.com/sebbydavies/status/1887464701895774267)  2025-02-06T11:33Z [---] followers, [--] engagements


"@RektguyAI @ercwl @boldleonidas @VitalikButerin This is awesome"  
[X Link](https://x.com/sebbydavies/status/1887466740214317155)  2025-02-06T11:41Z [---] followers, [--] engagements


"@beraborrow @0xoogabooga @KodiakFi @moneygoesburr Get NECT or get REKT. What do you think @RektguyAI"  
[X Link](https://x.com/sebbydavies/status/1887540810490507504)  2025-02-06T16:36Z [---] followers, [--] engagements


"I love projects who take TGE as the beginning of something rather than the finish line. $XYRO for the win Doubling the Burn: Boosting $XYRO Value 👾 Were taking things to the next level Our appreciation for the communitys belief in XYRO runs deep and were proving it: Buyback-and-burn is now doubled from 10% to 20% 🔥 Heres what this means for you: 📈 More Buybacks A https://t.co/xOtyCYLqMw Doubling the Burn: Boosting $XYRO Value 👾 Were taking things to the next level Our appreciation for the communitys belief in XYRO runs deep and were proving it: Buyback-and-burn is now doubled from 10% to"  
[X Link](https://x.com/sebbydavies/status/1892598431698350344)  2025-02-20T15:33Z [---] followers, [---] engagements


"@DoraHacks @DoraFactory Best merch in the biz. And best project alignment too 🥰"  
[X Link](https://x.com/sebbydavies/status/1895878990688293005)  2025-03-01T16:49Z [---] followers, [--] engagements


"@DIAdata_org @DenarioSwiss @RWA_xyz @MANTRA_Chain @OndoFinance @ClearpoolFin @maplefinance @ethena_labs @SkyEcosystem @KlimaDAO @centrifuge No @TrueFiDAO Camannnn"  
[X Link](https://x.com/sebbydavies/status/1897306572772053219)  2025-03-05T15:21Z [---] followers, [--] engagements


"This and $BTC on the U.S. Government balance sheet but CT is depressed Maybe theyre right. Maybe youre all idiots. The OCC reaffirmed that crypto-asset custody holding deposits that serve as reserves backing stablecoins & the use of distributed ledger technology & stablecoins to facilitate permissible payments activities are permissible in the federal banking system. https://t.co/ifOdvjzEYJ https://t.co/t7AXenXix3 The OCC reaffirmed that crypto-asset custody holding deposits that serve as reserves backing stablecoins & the use of distributed ledger technology & stablecoins to facilitate"  
[X Link](https://x.com/sebbydavies/status/1898136680097292464)  2025-03-07T22:20Z [---] followers, [--] engagements


"Crypto lending is moving beyond collateral. The [----] crash exposed serious inefficiencies in digital asset credit markets. Fast forward to [----] Unsecured lending is emerging. 💡 Whats changing ✅ No more rigid capital lockupscreditworthiness matters ✅ Real-time financial verification static disclosures ✅ Institutions are paying attention We break it all down in our latest deep dive w/ @Accountable & @AgioRatings. Full read https://tinyurl.com/y3msawwt https://tinyurl.com/y3msawwt"  
[X Link](https://x.com/sebbydavies/status/1900531030693421088)  2025-03-14T12:54Z [---] followers, [---] engagements


"I dug into historical FDV/TVL ratios for DeFi projects like @AaveAave @Uniswap @SkyEcosystem @CompoundFinance and more. Heres the time seriesspikes tie to new launches in bullish markets but they settle below [--]. Range: 0.2-0.9. Avg today: [----]. Chart below 👇"  
[X Link](https://x.com/sebbydavies/status/1903161788973101209)  2025-03-21T19:08Z [---] followers, [--] engagements


"🚨New Digital Dives: Asset management meets blockchain in Web2.5think tokenized funds stablecoins like @Fidelity and @swiftcommunity-@chainlink pilots. Its gradual but big. @aquanow is building the bridges globally. Read it: https://aquanow.substack.com/p/asset-management-25 https://aquanow.substack.com/p/asset-management-25"  
[X Link](https://x.com/sebbydavies/status/1905625577828082005)  2025-03-28T14:18Z [---] followers, [--] engagements


"To jump from $5B $180T in [--] years the required CAGR is 69%. Thats a massive leap. Possible Or pie in the sky"  
[X Link](https://x.com/sebbydavies/status/1906798083494568299)  2025-03-31T19:57Z [---] followers, [--] engagements


"This weekend don't touch grass explore @berachain If you havent had the chance to explore @berachain yet here are some of its top apps by TVL: https://t.co/V5vSeXZQFi If you havent had the chance to explore @berachain yet here are some of its top apps by TVL: https://t.co/V5vSeXZQFi"  
[X Link](https://x.com/sebbydavies/status/1910581564192289114)  2025-04-11T06:31Z [---] followers, [----] engagements


"More people should get on @farcaster_xyz . Theres a lot of things being built on @base right now"  
[X Link](https://x.com/sebbydavies/status/1911296591002222683)  2025-04-13T05:53Z [---] followers, [--] engagements


"There are better ways to farm. Earn More @InfraredFinance Points With Less Dollars @InfraredFinance has launched Infrared Points - a rewards program designed to recognise and reward community members who actively participate in the protocol. The best parts - Farm points with ease all in one place - You https://t.co/MD67YSFDNn Earn More @InfraredFinance Points With Less Dollars @InfraredFinance has launched Infrared Points - a rewards program designed to recognise and reward community members who actively participate in the protocol. The best parts - Farm points with ease all in one place -"  
[X Link](https://x.com/sebbydavies/status/1915368808736313594)  2025-04-24T11:34Z [---] followers, [--] engagements


"@0xKobble Different but this does remind me of Solana back in the day. Its always going down Tech sucks and so on. Committed builders and a generally strong (sometimes crazy) community helped em get through. @SmokeyTheBera et al doing a great job"  
[X Link](https://x.com/sebbydavies/status/1919302345470484780)  2025-05-05T08:05Z [---] followers, [---] engagements


"Bullish on both. Bullish on @beraborrow Bullish on leverage Bullish on yield https://t.co/NGTM83krZM Bullish on leverage Bullish on yield https://t.co/NGTM83krZM"  
[X Link](https://x.com/sebbydavies/status/1921236492044664918)  2025-05-10T16:10Z [---] followers, [--] engagements


"@blueberryFDN"  
[X Link](https://x.com/sebbydavies/status/1923045324567740916)  2025-05-15T15:58Z [---] followers, [--] engagements


"Need to get @RickRoss as an @beraborrow spokesperson The current state of Beraborrow. 🟠$169m Total NECT minted. 🟠New feature submitted for audit. 🟠New USDT0/NECT Vault reaching $100K+ TVL. https://t.co/NJnEkzGhaK The current state of Beraborrow. 🟠$169m Total NECT minted. 🟠New feature submitted for audit. 🟠New USDT0/NECT Vault reaching $100K+ TVL. https://t.co/NJnEkzGhaK"  
[X Link](https://x.com/sebbydavies/status/1925884001228665220)  2025-05-23T11:58Z [---] followers, [--] engagements


"For [----] years golds been the ultimate safe haven. But its heavy costly to store & hard to divide. Tokenization changes that blending golds stability with cryptos power. Heres why it matters"  
[X Link](https://x.com/sebbydavies/status/1927042266255761696)  2025-05-26T16:40Z [---] followers, [--] engagements


"Wars crises empiresgolds seen it all & still shines. Central banks hoard it & prices soar in uncertainty (like during Trumps tariff spikes). But physical gold Clunky & illiquid. Central Bank Gold Purchases (in tonnes):"  
[X Link](https://x.com/sebbydavies/status/1927042268847906817)  2025-05-26T16:40Z [---] followers, [--] engagements


"@beraroman @itzzKatz @berachain @beraborrow @0xBeraPaw @beradrome In that order 😘"  
[X Link](https://x.com/sebbydavies/status/1930057298254164066)  2025-06-04T00:21Z [---] followers, [--] engagements


"Three of the coolest all coming together 😍 @0xoogabooga @beraborrow @ArbitrageBera THE OOGA BOOGA DEN IS GOING FERAL Stop scrolling youre missing yield magic: 💸 352% APR in REAL yield 🧠 338% in ARBERAPOINTS Dual rewards zero fluff. Just good ol farming gains In collab with our jungle allies at @0xoogabooga the den is printing. Not farming brOOGA yet https://t.co/aelmDrrYu4 THE OOGA BOOGA DEN IS GOING FERAL Stop scrolling youre missing yield magic: 💸 352% APR in REAL yield 🧠 338% in ARBERAPOINTS Dual rewards zero fluff. Just good ol farming gains In collab with our jungle allies at"  
[X Link](https://x.com/sebbydavies/status/1930205014812668023)  2025-06-04T10:08Z [---] followers, [---] engagements


"Tech Drives It Solana & ETH L2s handle 1000s of tx/sec for $0.01. Stablecoins cut volatility. Smart contracts enable auto-payments. BoomFi bridges crypto to daily use"  
[X Link](https://x.com/sebbydavies/status/1930365275527889203)  2025-06-04T20:45Z [---] followers, [--] engagements


"Real Impact Live Merchants: @Shopify takes crypto settles in fiat via PayFi. Global: @jackchong_jc's Checker and @humafinance speed up cross-border cash. Payroll: @deel pays instantly in stablecoins. Its working"  
[X Link](https://x.com/sebbydavies/status/1930365277432098978)  2025-06-04T20:45Z [---] followers, [--] engagements


"@robbiepetersen_ @cupidonchain Credit risk is the banks jobtheyre paid via interest not interchange. Merchants eat chargebacks one way or another. Instant settlement reduces friction + deadweight loss. Efficiency legacy drag"  
[X Link](https://x.com/sebbydavies/status/1931171803583639902)  2025-06-07T02:10Z [---] followers, [---] engagements


"@The_NewsCrypto @TheSandboxGame @ethereum @solana @Uniswap @TrueFiDAO @synternet_com Is that you $TRU"  
[X Link](https://x.com/sebbydavies/status/1932943717377228864)  2025-06-11T23:31Z [---] followers, [--] engagements


"If only there was a way to build a digital financial system around this. Oh wait https://aquanow.substack.com/p/bullion-on-blockchain Gold has overtaken the euro as the worlds second most important reserve asset for central banks driven by record purchases and soaring prices according to the European Central Bank https://t.co/tHJKmCW9hy https://t.co/ISRjDJN8eE https://aquanow.substack.com/p/bullion-on-blockchain Gold has overtaken the euro as the worlds second most important reserve asset for central banks driven by record purchases and soaring prices according to the European Central Bank"  
[X Link](https://x.com/sebbydavies/status/1933201247542075549)  2025-06-12T16:34Z [---] followers, [--] engagements


"@mahinur_uyghur @grok are these real pictures from the recent strikes by Israel on Iran"  
[X Link](https://x.com/sebbydavies/status/1933532021579543004)  2025-06-13T14:28Z [---] followers, [--] engagements


"Seeing @PonderOnBase called out as Farcasters most-used mini app is no accident. Prediction markets are fun sticky and social and Ponder nails the format. Big fan of the team and proud to be an investor. @cojo_eth is a legit hard-working builder. Farcasters had its quiet stretches. But lately Its been heating up again. DAUs are up 40% over six months. Pro sold out fast. Weekly rewards now top $29K. And the network just added Solana Monad and more. If youre thinking of hopping back on heres what Ive learned.👇 https://t.co/AqUfzJ4GAA Farcasters had its quiet stretches. But lately Its been"  
[X Link](https://x.com/sebbydavies/status/1935008782192357500)  2025-06-17T16:16Z [---] followers, [---] engagements


"@TrueFiDAO coming back like. TrueFis Next Chapter DeFi Credit Evolved 🧠💸 Since [----] TrueFis pushed DeFi with unsecured lending. Now were pivoting to modular credit infrastructure. Heres the past present & future 1/6 TrueFis Next Chapter DeFi Credit Evolved 🧠💸 Since [----] TrueFis pushed DeFi with unsecured lending. Now were pivoting to modular credit infrastructure. Heres the past present & future 1/6"  
[X Link](https://x.com/sebbydavies/status/1935710897432858982)  2025-06-19T14:46Z [---] followers, [--] engagements


"Stablecoins are transforming finance especially in emerging markets. With $250B in circulation & $250T in settlement volume they're no longer nichetheyre core to the financial stack. #Stablecoins #FinTech"  
[X Link](https://x.com/sebbydavies/status/1936098216677982522)  2025-06-20T16:26Z [---] followers, [--] engagements


"Unlike volatile crypto stablecoins are built for utility: fast cheap 24/7 payments. Theyre like money market funds in a checking accountliquid & programmable. Issuers earn $600M/month #Blockchain #Payments"  
[X Link](https://x.com/sebbydavies/status/1936098220054028337)  2025-06-20T16:26Z [---] followers, [--] engagements


"99% of stablecoins are USD-denominated extending U.S. financial influence globally. But Europe & Asia are exploring alternatives like the Digital Euro & e-CNY. Dollar dominance may face challenges. #USD #DigitalCurrency"  
[X Link](https://x.com/sebbydavies/status/1936098222134513731)  2025-06-20T16:26Z [---] followers, [--] engagements


"The trenches rn Sponsor a Bera. https://t.co/bAvtJJOveT Sponsor a Bera. https://t.co/bAvtJJOveT"  
[X Link](https://x.com/sebbydavies/status/1938432233292857825)  2025-06-27T03:00Z [---] followers, [---] engagements


"👻⛓ be damned Im eating goood off these yields 😋 The @ArbitrageBera team cooking on another level. The @ArbitrageBera team cooking on another level"  
[X Link](https://x.com/sebbydavies/status/1938703576429171029)  2025-06-27T20:58Z [---] followers, [---] engagements


"This is gonna be BIG 👀 1/ Introducing Teva Protocol on @base A unified permissionless protocol for onchain Guilds and Games. https://t.co/Ys0Xo9Y6Yr 1/ Introducing Teva Protocol on @base A unified permissionless protocol for onchain Guilds and Games. https://t.co/Ys0Xo9Y6Yr"  
[X Link](https://x.com/sebbydavies/status/1940045559437635689)  2025-07-01T13:51Z [---] followers, [---] engagements


"@whynothigher introduces an innovative take on token launches: * A multi-stage bonding curve * Volume-driven rewards ($MANA) * $HYPE + $MANA = $HIGHER * Dutch auction-style rights to launch Its a system designed for both fun and sustainability"  
[X Link](https://x.com/sebbydavies/status/1941192530928005126)  2025-07-04T17:48Z [---] followers, [--] engagements


"Leverage vs. Sentiment BTC open interest near ATH BTC funding turned negative = cautious ETH funding stayed positive = bullish or basis-driven"  
[X Link](https://x.com/sebbydavies/status/1942286922849583135)  2025-07-07T18:17Z [---] followers, [--] engagements


"Price Fundamentals Ethereum fees + devs up Avalanche and EtherFi revenue soared Market caps Barely moved. Disconnect persists"  
[X Link](https://x.com/sebbydavies/status/1942286924967706777)  2025-07-07T18:17Z [---] followers, [--] engagements


"Stablecoin & Infra Momentum Stablecoin supply hit $240B PYUSD USDG Ripples dollar $1.5B JPMorgan piloting on Base Robinhood building L2 on Arbitrum"  
[X Link](https://x.com/sebbydavies/status/1942286927132012648)  2025-07-07T18:17Z [---] followers, [--] engagements


"@beraborrow devs coming to work every day. This is the first time in a while Ive had a smile while using our product. Super proud of the team You can swap from any asset Into your chosen LP And loop in [--] steps Things are coming together the features we have been building in the dungeon are finally This is the first time in a while Ive had a smile while using our product. Super proud of the team You can swap from any asset Into your chosen LP And loop in [--] steps Things are coming together the features we have been building in the dungeon are finally"  
[X Link](https://x.com/sebbydavies/status/1943621814074188216)  2025-07-11T10:42Z [---] followers, [--] engagements


"What else do you need 😋 If the community chooses bbHLP it will win the race and we will give back to the community by giving an enormous amount of ownership to the liquidity providers that helped bbHLP win. Introducing bbHLP the first decentralized tokenized Hyperliquidity Provider (HLP) vault utilizing only Hyperliquids Core Writer. bbHLP allows you to deposit stablecoins from the HyperEVM into Hyperliquids HLP. Allowing users to earn the yield from the HLP which is derived https://t.co/e6qUJOwzp2 Introducing bbHLP the first decentralized tokenized Hyperliquidity Provider (HLP) vault"  
[X Link](https://x.com/sebbydavies/status/1946319597881160047)  2025-07-18T21:22Z [---] followers, [---] engagements


"Instead of dodging regulation crypto should work with policymakers. Examples like Superstates SEC-registered platform and regulatory sandboxes in Singapore & the EU show how compliance + innovation can coexist"  
[X Link](https://x.com/sebbydavies/status/1947356841492513222)  2025-07-21T18:03Z [---] followers, [--] engagements


"Imagine pledging tokenized Amazon stock on Aave borrowing USDC and yield farmingor making a purchase between paychecks. Cool right But this needs frameworks that protect investors and maintain market integrity"  
[X Link](https://x.com/sebbydavies/status/1947356843220537672)  2025-07-21T18:03Z [---] followers, [--] engagements


"The future of finance isnt innovation vs. regulationits about balance. At Aquanow were helping institutions explore digital assets responsibly. Want to learn more Reach out"  
[X Link](https://x.com/sebbydavies/status/1947356845099659316)  2025-07-21T18:03Z [---] followers, [--] engagements


"You guys are the equator or shipping szn. 🦾 Shipping szn is here. https://t.co/kZnI7TFo94 Shipping szn is here. https://t.co/kZnI7TFo94"  
[X Link](https://x.com/sebbydavies/status/1947657483486425141)  2025-07-22T13:58Z [---] followers, [--] engagements


"MFers dont stop 🍳 Good cook. Just the start 🤝 Good cook. Just the start 🤝"  
[X Link](https://x.com/sebbydavies/status/1951016217122316702)  2025-07-31T20:24Z [---] followers, [--] engagements


"Get paid to leverage BTC This is all through your @KodiakFi's LP comprised of @Bedrock_DeFi UniBTC/WBTC. 🟠 3x leverage position produces 14.8% APY Don't hold the LP No worries. We have a one-click feature that can get you in the game. Leverage made easy on https://t.co/xHSNAB400t Get paid to leverage BTC This is all through your @KodiakFi's LP comprised of @Bedrock_DeFi UniBTC/WBTC. 🟠 3x leverage position produces 14.8% APY Don't hold the LP No worries. We have a one-click feature that can get you in the game. Leverage made easy on https://t.co/xHSNAB400t"  
[X Link](https://x.com/sebbydavies/status/1951450421848858768)  2025-08-02T01:10Z [---] followers, [--] engagements


"@TarunAmasa @OpenAI Pleeease sir"  
[X Link](https://x.com/sebbydavies/status/1953279193028149733)  2025-08-07T02:17Z [---] followers, [--] engagements


"ETF managers now hold [---] million BTCeight times more than all newly mined supply this year. This structural imbalance continues to support upward price pressure"  
[X Link](https://x.com/sebbydavies/status/1953832528290238947)  2025-08-08T14:55Z [---] followers, [--] engagements


"Active loans on-chain hit $30B. As @aave continues to dominate. @EthenaFndtn USDe supply surged from [--] to [--] billion while $ENA nearly tripled in price. Staking yields above 10% are drawing capital"  
[X Link](https://x.com/sebbydavies/status/1953832532224487497)  2025-08-08T14:55Z [---] followers, [--] engagements


"Tokenized Treasuries saw a brief pause in growth possibly reflecting capital rotation into higher-yielding opportunities like @EthenaFndtn. Not a reversal but worth monitoring"  
[X Link](https://x.com/sebbydavies/status/1953832548385042630)  2025-08-08T14:55Z [---] followers, [--] engagements


"To round things out. @HyperliquidX now holds nearly [--] percent of the perps market. Venture funding hit [--] billion dollars driven by public vehicles acquiring crypto and continued stablecoin infra investment"  
[X Link](https://x.com/sebbydavies/status/1953832553640612194)  2025-08-08T14:55Z [---] followers, [--] engagements


"spot + chill + buy dips + patience and having some sort of savings rate is pretty much all personal finance literature distilled. Oh And get $rekt obviously feels like to me last night's nuke was entirely caused by the big BTC/ETH swap and subsequent nuke of alts due to MM rehedging across the board (according to the smartest person i know) my expectation is that stocks + tradfi will resume higher this week as i think j-hole last feels like to me last night's nuke was entirely caused by the big BTC/ETH swap and subsequent nuke of alts due to MM rehedging across the board (according to the"  
[X Link](https://x.com/sebbydavies/status/1959944605790601711)  2025-08-25T11:43Z [---] followers, [--] engagements


"Great thread. Also props to @MorganStanley 🧠 Quick thread on DATs operational vs financial income and BTC vs ETH vehicles 🧵 Quick thread on DATs operational vs financial income and BTC vs ETH vehicles 🧵"  
[X Link](https://x.com/sebbydavies/status/1960807231936397555)  2025-08-27T20:50Z [---] followers, [--] engagements


"@joel_john95 I like it. People tune out when they think the system is rigged (against them) but I think a lot of the angst is social media making people think everyone around them is ballin and lack of financial education. Study Ronald Read"  
[X Link](https://x.com/sebbydavies/status/1962825361827189228)  2025-09-02T10:30Z [---] followers, [--] engagements


"Just read this. Would be a cool smart contract for someone to build. A programatic buyback with transparency where front-running would actually help token prices be more stable 🤔 https://t.co/rrQgLOWaAh https://t.co/rrQgLOWaAh"  
[X Link](https://x.com/sebbydavies/status/1968004647605661827)  2025-09-16T17:30Z [---] followers, [--] engagements


"State of the Crypto Markets October Edition Our latest chartpack is out. Here's what moved the markets and shaped the narrative in September. 🧵 A thread 👇"  
[X Link](https://x.com/sebbydavies/status/1976364938949165114)  2025-10-09T19:11Z [---] followers, [--] engagements


"Flows Flip Again Bitcoin +5% ETH -6.5% in Sept. ETF flows BTC: $7.8B inflows in 3Q ETH: $9.6B inflows Despite ETH inflow dominance options skew still favors BTC. Institutions remain Bitcoin-first"  
[X Link](https://x.com/sebbydavies/status/1976364941377409069)  2025-10-09T19:11Z [---] followers, [--] engagements


"Leverage Gets Flushed Late-September selloff triggered $3.5B in liquidations. BTC + ETH made up 50% of the wipeout. The market remains highly levered and macro-sensitive"  
[X Link](https://x.com/sebbydavies/status/1976364944250769789)  2025-10-09T19:11Z [---] followers, [--] engagements


"Aster vs Hyperliquid Aster stormed the DEX scene: $50B+ daily volume $15M in daily fees Likely fueled by airdrop hunters but it's eating market share. Hyperliquid meanwhile remains sticky with solid DAU growth"  
[X Link](https://x.com/sebbydavies/status/1976364947484574067)  2025-10-09T19:11Z [---] followers, [--] engagements


"New L2s Mixed Signals @Plasma launched with strong TVL and buzz. @LineaBuild airdrop brought a short spike in activity. But price action + retention suggest investors are watching fundamentals closely"  
[X Link](https://x.com/sebbydavies/status/1976364950940684546)  2025-10-09T19:11Z [---] followers, [--] engagements


"Venture Holds Steady Crypto venture funding hit $6.9B in Sept. Notable rounds: Kraken: $500M ETHZILLA: $350M BitDigital: $100M Deal flow is healthyfocus is shifting from survival to scaling"  
[X Link](https://x.com/sebbydavies/status/1976364954178478161)  2025-10-09T19:11Z [---] followers, [--] engagements


"Discover how @berachain leverages its Proof-of-Liquidity consensus mechanism to challenge assumptions in #DeFi. Integrating traditional banking principles with cutting-edge #blockchain applications Berachain creates a resilient and dynamic ecosystem. https://tinyurl.com/4ufwmmb4 https://tinyurl.com/4ufwmmb4"  
[X Link](https://x.com/sebbydavies/status/1803058368157823395)  2024-06-18T13:33Z [---] followers, [----] engagements


"$BERN seems so obvious #LetsBONK WE NEED YOU Mission 7: [------] $BONK will be burned for every new holder of at least [-----] $BERN Have you $BERN yet $BONK @bonk_inu #LetsBONK https://t.co/RotV7PamCc WE NEED YOU Mission 7: [------] $BONK will be burned for every new holder of at least [-----] $BERN Have you $BERN yet $BONK @bonk_inu #LetsBONK https://t.co/RotV7PamCc"  
[X Link](https://x.com/sebbydavies/status/1865090585243324422)  2024-12-06T17:47Z [---] followers, [---] engagements


"Oh weird I too am bullish on $POLLEN BULLISH on POLLEN. Flywheel dropping tomorrow. https://t.co/sfyacdTYCF BULLISH on POLLEN. Flywheel dropping tomorrow. https://t.co/sfyacdTYCF"  
[X Link](https://x.com/sebbydavies/status/1890000271910338956)  2025-02-13T11:29Z [---] followers, [---] engagements


"@S4mmyEth Memecoins will become the browser ad of crypto. Right now people are excited and get involved (or click). Soon theyll gloss over this garbage for what it is. Join a community dont buy a token"  
[X Link](https://x.com/sebbydavies/status/1890771662259286468)  2025-02-15T14:34Z [---] followers, [--] engagements


"@punk9059 Memecoins will become the browser ad of crypto. Right now people are excited and get involved (or click). Soon theyll gloss over this garbage for what it is. Join a community dont buy a token"  
[X Link](https://x.com/sebbydavies/status/1890778231894126725)  2025-02-15T15:00Z [---] followers, [--] engagements


"Keep an eye on TrueFi 👀 We could customize strategies through tokenization that is fits every individual we would have instantaneous settlement think about all the cost of settling bonds and stocks but if you had a tokenization everything would be immediate because it's just a line item and so we We could customize strategies through tokenization that is fits every individual we would have instantaneous settlement think about all the cost of settling bonds and stocks but if you had a tokenization everything would be immediate because it's just a line item and so we"  
[X Link](https://x.com/sebbydavies/status/1893987245553541434)  2025-02-24T11:32Z [---] followers, [---] engagements


"Theyre selling $HINK Hinkal token pre-sale has just started - Only open for the next two weeks until May 1st - Token price goes up in rounds be first to get the best price Heres how to get in: [--]. Go to Hinkal's website and press Join the Pre-Sale [--]. Connect your wallet [--]. Complete KYC (yeah https://t.co/h4KP5oHoXv Hinkal token pre-sale has just started - Only open for the next two weeks until May 1st - Token price goes up in rounds be first to get the best price Heres how to get in: [--]. Go to Hinkal's website and press Join the Pre-Sale [--]. Connect your wallet [--]. Complete KYC (yeah"  
[X Link](https://x.com/sebbydavies/status/1912579397263204377)  2025-04-16T18:50Z [---] followers, [---] engagements


"Doctors all agree for a healthy and successful life you gotta eat $LUNCH 🍽 $LUNCH is FINALLY LAUNCHING SOON🥚 Lunch Protocols Public Sale Goes Live on @FjordFoundry Handpicked by @delta3group and @MrGigaWhale 📅 Date: April 24th @ [--] AM UTC 📦SALE DETAILS: -🪙 Token: $LUNCH -💰 FDV: $10M -🔓 Unlock: 100% at TGE More to be revealed get https://t.co/CayVFdk00V 🍽 $LUNCH is FINALLY LAUNCHING SOON🥚 Lunch Protocols Public Sale Goes Live on @FjordFoundry Handpicked by @delta3group and @MrGigaWhale 📅 Date: April 24th @ [--] AM UTC 📦SALE DETAILS: -🪙 Token: $LUNCH -💰 FDV: $10M -🔓 Unlock: 100% at"  
[X Link](https://x.com/sebbydavies/status/1913862634400780475)  2025-04-20T07:49Z [---] followers, [---] engagements


"The initial announcement sparked some concerns. ours included. But after a thoughful conversation it was clear the intent was never to abandon $OOGA. @0xoogabooga remains the foundation and this new initiative extends its reach/network effects"  
[X Link](https://x.com/sebbydavies/status/1941192529082454517)  2025-07-04T17:48Z [---] followers, [--] engagements


"Crucially @whoiskevin is owning the feedback. The fee split structure from the aggregator is porting over to WNH with $OOGA benefiting directly. That alignment matters. It shows he's listening"  
[X Link](https://x.com/sebbydavies/status/1941192534920921354)  2025-07-04T17:49Z [---] followers, [--] engagements


"@Uniblock ships more than @FedEx We do a lot of extremely difficult things at @Uniblock and we our New Years resolution is to speak about it a bit more. First up we built an AI Autorouter that load balances crypto data between [--] of the top partners https://t.co/sBVMdXm7sv We do a lot of extremely difficult things at @Uniblock and we our New Years resolution is to speak about it a bit more. First up we built an AI Autorouter that load balances crypto data between [--] of the top partners https://t.co/sBVMdXm7sv"  
[X Link](https://x.com/sebbydavies/status/1981430238723641822)  2025-10-23T18:39Z [---] followers, [--] engagements


"The November State of the Crypto Markets report is out. A month defined by divergence across asset classes shifting liquidity signals and continued integration of blockchain into mainstream finance. Zoom out"  
[X Link](https://x.com/sebbydavies/status/1986930771123396620)  2025-11-07T22:56Z [---] followers, [--] engagements


"The sharp October [--] sell-off defined the month: BTC ETH and SOL never fully retraced while equities and gold moved higher. Options markets priced in downside risk with BTC skew reacting more aggressively than ETH derivatives continue to lead sentiment"  
[X Link](https://x.com/sebbydavies/status/1986930773639729406)  2025-11-07T22:56Z [---] followers, [--] engagements


"Ethenas USDe de-pegged on centralized exchanges while decentralized oracle feeds barely moved. This highlights how venue liquidity and redemption mechanics shape stability far more than the label stablecoin"  
[X Link](https://x.com/sebbydavies/status/1986930776319889491)  2025-11-07T22:56Z [---] followers, [--] engagements


"Speaking of those dollar-pegged beauties. Bank of Americas Zelle will support stablecoin transfers. S&P [---] earnings transcripts saw 400+ mentions of stablecoin outside of Coinbase. The narrative has shifted from concept to implementation"  
[X Link](https://x.com/sebbydavies/status/1986930779117781167)  2025-11-07T22:56Z [---] followers, [---] engagements


"EtherFi card issuance grew roughly [--] over the last two months and has distributed $4M+ in rewards. Fintech-backed stablecoins (PayPal Global Dollar USD1) are gaining real-world distribution"  
[X Link](https://x.com/sebbydavies/status/1986930782330388744)  2025-11-07T22:56Z [---] followers, [--] engagements


"Solana RWA value neared $750M boosted by BlackRocks U.S. BUIDL Fund. Janus Hendersons tokenized CLO surpassed $1B across Ethereum and Avalanche. Real balance sheets are moving on-chain"  
[X Link](https://x.com/sebbydavies/status/1986930784968577362)  2025-11-07T22:56Z [---] followers, [--] engagements


"If you compare BTC to the UBS Speculative Growth basket then crypto showing its speculative colours. Nasdaq is a way less risky bet than crypto so you'd expect this beta no Crypto vs Nasdaq https://t.co/crBnCkIhLW Crypto vs Nasdaq https://t.co/crBnCkIhLW"  
[X Link](https://x.com/sebbydavies/status/1988696789172805947)  2025-11-12T19:53Z [---] followers, [--] engagements


"The US is heading into a major power crunch. Morgan Stanley projects a [--] GW shortfall for data centers by [----]. AI demand is pulling every available megawatt into compute"  
[X Link](https://x.com/sebbydavies/status/1988816353147691384)  2025-11-13T03:49Z [---] followers, [--] engagements


"Google says its latest TPUs are running at [---] percent utilization theyre turning customers away and power + land + permitting are the main bottlenecks. The crunch could last [--] years"  
[X Link](https://x.com/sebbydavies/status/1988816359569195050)  2025-11-13T03:49Z [---] followers, [--] engagements


"This is where Bitcoin mining gets squeezed. AI workloads generate far more value per megawatt than hashrate. When compute outbids mining for power miners lose"  
[X Link](https://x.com/sebbydavies/status/1988816363033637051)  2025-11-13T03:49Z [---] followers, [--] engagements


"Morgan Stanley is already tracking a trend of Bitcoin mining sites converting into AI/HPC data centers. Miners have the power cooling and real estate hyperscalers now need"  
[X Link](https://x.com/sebbydavies/status/1988816365286019465)  2025-11-13T03:49Z [---] followers, [--] engagements


"As the US grid gets crowded expect BTC hashrate to migrate offshore toward cheaper less competitive power markets. Compute stays in the US. Mining doesnt"  
[X Link](https://x.com/sebbydavies/status/1988816371522892003)  2025-11-13T03:49Z [---] followers, [--] engagements


"That shift triggered a spike in bond volatility (MOVE Index) and crypto usually reacts poorly to sudden rate uncertainty. BTC fell as MOVE spiked: classic macro pressure"  
[X Link](https://x.com/sebbydavies/status/1989069937722421624)  2025-11-13T20:36Z [---] followers, [---] engagements


"Fed officials noted that bond market liquidity is thinning and that the Fed may need to step in and buy assets to stabilize prices. After three years of balance sheet reduction QT looks close to its natural limit. A reversal here is a major macro regime shift"  
[X Link](https://x.com/sebbydavies/status/1989069941631516985)  2025-11-13T20:36Z [---] followers, [---] engagements


"Of course China continues to stimulate as well"  
[X Link](https://x.com/sebbydavies/status/1989069955439198320)  2025-11-13T20:36Z [---] followers, [---] engagements


"Short-term: data shocks bond volatility rate uncertainty and crypto selling off with risk assets. Long-term: potential end of QT balance sheet support and rising liquidity. These cross-currents make for a messy but fascinating setup. Always an interesting battle between noise and structural trends"  
[X Link](https://x.com/sebbydavies/status/1989069958525890883)  2025-11-13T20:36Z [---] followers, [---] engagements


"Hang it in the Louvre https://t.co/izfTBsyXFA https://t.co/izfTBsyXFA"  
[X Link](https://x.com/sebbydavies/status/1989134975434965188)  2025-11-14T00:55Z [---] followers, [--] engagements


"@TheCryptoDog I like it. Some tokens/projects will shine super bright even relative to stocks but most remain💩 and will be priced there faster given they're fighting for the same spotlight now"  
[X Link](https://x.com/sebbydavies/status/1989444382530179450)  2025-11-14T21:24Z [---] followers, [--] engagements


"Meanwhile hedge funds are basically saying: Look we made our money betting against the frothy stuff. Lets not get cute now. High-beta high-story stocks Theyre waving a big maybe not today sign"  
[X Link](https://x.com/sebbydavies/status/1989511793895743606)  2025-11-15T01:52Z [---] followers, [--] engagements


"The wild part Everyone piled into the same trades at the same time. High-flyers got crowded fast while the boring steady companies got left behind. JPMs view: the boring stuff might actually win for a bit. Think Microsoft/Walmart energy not moonshot biotech vibes"  
[X Link](https://x.com/sebbydavies/status/1989511806411575348)  2025-11-15T01:52Z [---] followers, [--] engagements


"J.P. Morgans trading desk just put out its latest vibes check on the market and lets just say the partys getting a little weird. 🍸 Heres the quick version 👇"  
[X Link](https://x.com/sebbydavies/status/1989732678548218306)  2025-11-15T16:30Z [---] followers, [--] engagements


"1 Risky parts of the market are softening. Not a shock since retail investors got a little too bullish and now that optimism is fading. When that happens the flashier stuff usually feels it first"  
[X Link](https://x.com/sebbydavies/status/1989732686076969417)  2025-11-15T16:30Z [---] followers, [--] engagements


"5 Managers are tidying up before year-end. Theyre closing trades taking profits and rotating out of crowded positions. Some of the old favs on the short side are getting bought back while previous winners are being trimmed"  
[X Link](https://x.com/sebbydavies/status/1989732691282202681)  2025-11-15T16:30Z [---] followers, [--] engagements


"9 Momentum and quant funds are both heavily loaded on the same trades. Thats usually a warning sign. When everyones surfing the same wave wipeouts tend to follow. 🌊"  
[X Link](https://x.com/sebbydavies/status/1989732696126542179)  2025-11-15T16:30Z [---] followers, [--] engagements


"The takeaway Risky stocks are cooling off Hedge funds are hedging smart Portfolios are being cleaned up Momentum feels crowded Markets arent broken. Theyre just catching their breath after a sprint. 🏃♂"  
[X Link](https://x.com/sebbydavies/status/1989732704913707479)  2025-11-15T16:30Z [---] followers, [--] engagements


"Volatility is back on the menu 🍽 😋 BofA says the robots that power modern markets are getting tested as tech stocks swing wildly"  
[X Link](https://x.com/sebbydavies/status/1989915349379346935)  2025-11-16T04:36Z [---] followers, [--] engagements


"The Nasdaq saw ✌ separate 2% moves this week the first time weve had that kind of turbulence since April. The algos that love clear trends are struggling to keep up as prices move back and forth"  
[X Link](https://x.com/sebbydavies/status/1989915352248050113)  2025-11-16T04:36Z [---] followers, [--] engagements


"In the bond world theyve been unloading US Treasury futures as yields climb. In commodities theyre rebuilding long positions in gold and closing out shorts in oil which suggests a quiet shift toward safety"  
[X Link](https://x.com/sebbydavies/status/1989915365749739578)  2025-11-16T04:36Z [---] followers, [--] engagements


"Options traders arent doing much to soften the blow. Dealer hedging activity is low which means theres less of a cushion if markets take another sharp turn"  
[X Link](https://x.com/sebbydavies/status/1989915373806952691)  2025-11-16T04:36Z [---] followers, [--] engagements


"@alpha_pls You can't reprogram the world to believe in worthless tokens. You can't go back in time and erase the memories of everyone that has seen every vaporous alt coin go to zero. Easy money and animal spirits could cause temporary memory loss. Happens in equities still"  
[X Link](https://x.com/sebbydavies/status/1990052668451246513)  2025-11-16T13:41Z [---] followers, [---] engagements


"If we want Amazon-like tokens backed by real businesses we need standardized reporting of off-chain cash flows enforceable tokenholder rights and something like CLARITY to set the foundation. Institutional crypto and trillion dollar market caps come with rules. Had this in my drafts and forgot about it. The old crypto is dead. It has taken a long time to finally arrive at a place where almost everyone who has spent some time in crypto is unwilling to hold tokens with no underlying fundamentals/credible growth story. Maybe this https://t.co/kGlzu3Ip5o Had this in my drafts and forgot about it."  
[X Link](https://x.com/sebbydavies/status/1990054778282664170)  2025-11-16T13:50Z [---] followers, [--] engagements


"Earnings season is wrapping up but all eyes are on one name next week. NVIDIA. The company thats become the heartbeat of the AI trade reports on November [--] and the market is holding its breath. 👇"  
[X Link](https://x.com/sebbydavies/status/1990068050683375676)  2025-11-16T14:42Z [---] followers, [--] engagements


"So far S&P [---] results have been strong but volatility has kept investors cautious. NVIDIAs update will be the main event setting the tone for AI chips and broader market sentiment"  
[X Link](https://x.com/sebbydavies/status/1990068061576081773)  2025-11-16T14:42Z [---] followers, [--] engagements


"This quarter nearly half of S&P [---] companies mentioned AI in their calls mostly around productivity and efficiency. But only a few have been able to QUANTIFY what AI is actually doing for their bottom line"  
[X Link](https://x.com/sebbydavies/status/1990068072082776105)  2025-11-16T14:42Z [---] followers, [--] engagements


"About 8% of companies gave specific metrics like code written by AI customer support handled by bots or documents processed by algorithms. Those that did often had lower profit margins in the past so theyre leaning into AI to boost efficiency"  
[X Link](https://x.com/sebbydavies/status/1990068075836678531)  2025-11-16T14:42Z [---] followers, [--] engagements


"The real gains in the AI trade havent come from applications or software yet. Theyre concentrated in the infrastructure layer. The picks and shovels. Thats why NVIDIAs numbers matter so much"  
[X Link](https://x.com/sebbydavies/status/1990068078621663248)  2025-11-16T14:42Z [---] followers, [--] engagements


"NVIDIA isnt just reporting earnings. Its giving the market a progress report on AI adoption itself. If growth holds the AI story stays alive. If it slips it could test just how patient investors really are"  
[X Link](https://x.com/sebbydavies/status/1990068087035437346)  2025-11-16T14:43Z [---] followers, [--] engagements


"TLDR Earnings strong overall AI talk everywhere results still limited Infrastructure names still driving returns NVIDIAs report could reset the entire narrative Next week will tell us if AIs momentum is running on data or on hope. 🙏"  
[X Link](https://x.com/sebbydavies/status/1990068090508386440)  2025-11-16T14:43Z [---] followers, [--] engagements


"I question the idea that all this capital gets wasted. If data centers cannot be built fast enough a lot of the money never gets deployed. That is very different from pouring billions into empty sites"  
[X Link](https://x.com/sebbydavies/status/1990508022259724560)  2025-11-17T19:51Z [---] followers, [--] engagements


"Hyperscalers can always redirect the (non-project finance) capital that goes undeployed into other high return parts of their business. The physical constraints actually reduce the blow up risk"  
[X Link](https://x.com/sebbydavies/status/1990508024264601782)  2025-11-17T19:51Z [---] followers, [--] engagements


"CT is over-indexed with navel gazers. Crypto price action is similar to the moves in other risk assets. crowded trades incl Momo are unwinding as traders digest new data and deal with a vacuum of it. BTC moving in lock-step with UBS' Spec Growth Index today"  
[X Link](https://x.com/sebbydavies/status/1990542106784342028)  2025-11-17T22:06Z [---] followers, [--] engagements


"That basket includes [--] companies connected to early stage technologies such as quantum computing space exploration autonomous driving rare earths drones crypto nuclear and robotics"  
[X Link](https://x.com/sebbydavies/status/1990542109519265927)  2025-11-17T22:06Z [---] followers, [--] engagements


"Hedge funds spent the week hitting the brakes. US equities saw heavy selling and long short portfolios pulled risk after leaning hard into momentum and high beta all year. Once the market started wobbling a lot of fast money decided it was time to lighten up"  
[X Link](https://x.com/sebbydavies/status/1990790914902724930)  2025-11-18T14:35Z [---] followers, [--] engagements


"The latest BofA Fund Manager Survey is out and the vibe (last week) was quite bullish. Positioning is tight cash levels are low and investors are leaning into risk again. The crowd is very long stocks commodities and AI but that comes with its own set of risks. 👇"  
[X Link](https://x.com/sebbydavies/status/1990884087507095665)  2025-11-18T20:45Z [---] followers, [--] engagements


"Macro sentiment is basically Goldilocks. 50%+ managers expect a soft landing and global growth expectations just flipped positive for the first time since late [----]. Ironically 53% see AI boosting productivity while a growing number think companies are now overinvesting"  
[X Link](https://x.com/sebbydavies/status/1990884094436167746)  2025-11-18T20:45Z [---] followers, [--] engagements


"Private credit tops the list of places where investors expect the next credit event"  
[X Link](https://x.com/sebbydavies/status/1990884106591154571)  2025-11-18T20:45Z [---] followers, [--] engagements


"On a one year view managers expect the best equity returns from international markets and EM not the US. Interestingly they also see Japanese yen as the top FX performer"  
[X Link](https://x.com/sebbydavies/status/1990884108801610076)  2025-11-18T20:45Z [---] followers, [--] engagements


"Meanwhile the Basel Committee signaled that the capital rules for banks holding crypto likely need a rethink. Earlier frameworks treated most crypto including stablecoins as extremely high risk but US and UK pushed back and now here we are"  
[X Link](https://x.com/sebbydavies/status/1991138247368401272)  2025-11-19T13:35Z [---] followers, [--] engagements


"These two developments hit different layers of the stack. The OCC gives permission for banks to use crypto as an operational tool while Basel shapes how much crypto banks can hold on their balance sheet and how much capital they need against it"  
[X Link](https://x.com/sebbydavies/status/1991138249713061924)  2025-11-19T13:35Z [---] followers, [--] engagements


"Together they paint a clear picture. Banks will not just interact with crypto through custodians and ETFs. They will increasingly run on-chain infrastructure and eventually hold more digital assets directly as part of core operations. Gonna take a while but the path is open"  
[X Link](https://x.com/sebbydavies/status/1991138252984578520)  2025-11-19T13:35Z [---] followers, [--] engagements


"Crypto is steadily moving from an external asset class to embedded financial plumbing. The rails are coming first. The balance sheet follows. But yeah. BTC is flat.down for the year so it's all over. 🙄"  
[X Link](https://x.com/sebbydavies/status/1991138261238976769)  2025-11-19T13:35Z [---] followers, [--] engagements


"NVIDIA is out of the way and markets are breathing easier. Now attention shifts back to the real theme of [----]. The debt wave funding AI infrastructure. UBS just dropped a great note on this. A few highlights"  
[X Link](https://x.com/sebbydavies/status/1991281436121596371)  2025-11-19T23:04Z [---] followers, [--] engagements


"Tech issuers have been tapping credit markets at record size. Meta did 30B. Oracle did 18B. Alphabet did 24B equivalent. This is turning debt into a key tool for funding AI capex rather than relying only on cash flow or equity"  
[X Link](https://x.com/sebbydavies/status/1991281446669971738)  2025-11-19T23:04Z [---] followers, [--] engagements


"Most hyperscalers look fine from a credit quality perspective. Meta Alphabet and Amazon sit in high grade territory with strong balance sheets and solid cash positions. The outlier is Oracle which is more leveraged and more aggressive with spend. Larry Ellison be like"  
[X Link](https://x.com/sebbydavies/status/1991281455742517706)  2025-11-19T23:04Z [---] followers, [--] engagements


"The big picture. Credit markets can likely absorb this wave but investors will get more selective. Rising rates or slower earnings could make funding more expensive. If the spend does not translate into returns fast enough spreads could widen further"  
[X Link](https://x.com/sebbydavies/status/1991281464873300241)  2025-11-19T23:04Z [---] followers, [--] engagements


"Bottom line. The AI capex build is increasingly financed by debt. That keeps the equity story intact but introduces a new layer of credit risk for investors to watch as the cycle matures"  
[X Link](https://x.com/sebbydavies/status/1991281468581011484)  2025-11-19T23:04Z [---] followers, [--] engagements


"NVIDIAs tone after earnings is fascinating. Jensen is pushing back on the idea that AI is a bubble (obvs) and is framing what we are seeing as the early stages of a multi decade buildout. What Board isnt pushing here too"  
[X Link](https://x.com/sebbydavies/status/1991342893907542465)  2025-11-20T03:08Z [---] followers, [--] engagements


"Revenue guidance is conservative 🤯Speaks to how much capital is lining up behind AI infrastructure. Markets will debate returns but the scale is historic"  
[X Link](https://x.com/sebbydavies/status/1991342901033595343)  2025-11-20T03:08Z [---] followers, [--] engagements


"Systematic sellers (CTA vol-control risk parity) already cut exposure but trigger levels are now cleared meaning supply fades from here. Sentiment (especially in spec assets) is bearish. Retail kept buying calls (29 straight weeks) pain trade still up"  
[X Link](https://x.com/sebbydavies/status/1991665797614235936)  2025-11-21T00:31Z [---] followers, [--] engagements


"NVDA earnings were a macro event not a stock event. AI remains the markets central engine but concentration risk is extreme: top [--] = 40% of SPX"  
[X Link](https://x.com/sebbydavies/status/1991665803968864309)  2025-11-21T00:31Z [---] followers, [--] engagements


"AI leadership continues but with less convexity and more rotation to other parts of the market. That doesnt imply bearishness but rather a broader tape (think SPW SPX)"  
[X Link](https://x.com/sebbydavies/status/1991868670814175324)  2025-11-21T13:57Z [---] followers, [--] engagements


"Systematic supply hasnt fully cleared but it's diminishing. And while froth exits corporates + certain households may now be the incremental buyers"  
[X Link](https://x.com/sebbydavies/status/1991868673481670983)  2025-11-21T13:57Z [---] followers, [--] engagements


"Bottom line: still a bull market primary trend remains intact. Tony expects S&P to end [----] higher than today but with more measured expectations vs the last three years of results"  
[X Link](https://x.com/sebbydavies/status/1991868675423678810)  2025-11-21T13:57Z [---] followers, [--] engagements


"December rate cut expectations bouncing around like a meme coin 😂"  
[X Link](https://x.com/sebbydavies/status/1991879192460607891)  2025-11-21T14:39Z [---] followers, [--] engagements


"Put this in your bear market and smoke it. h/t @themarketear & @MorganStanley"  
[X Link](https://x.com/sebbydavies/status/1992086502491529257)  2025-11-22T04:23Z [---] followers, [--] engagements


"Option dealers are now short gamma around key strikes near 85K. When price breaks those levels dealers sell more BTC to stay hedged which can accelerate downside moves. This mirrors equity market behavior during periods of high volatility"  
[X Link](https://x.com/sebbydavies/status/1992237472450068598)  2025-11-22T14:23Z [---] followers, [--] engagements


"The next important level is near 80K. Below that positioning flips and dealers move long gamma. In that state further declines reduce risk and require them to buy BTC to stay balanced. That could soften further downside pressure"  
[X Link](https://x.com/sebbydavies/status/1992237479190200654)  2025-11-22T14:23Z [---] followers, [--] engagements


"Systematic supply from trend models and forced perp liquidations contributed to the recent move lower. If those flows are done we could see that same reflexivity help on the way back up. Or will momentum algos will continue to lean short until trend signals flip"  
[X Link](https://x.com/sebbydavies/status/1992237482667282730)  2025-11-22T14:23Z [---] followers, [--] engagements


"Order books are thin and earlier ETF inflows have slowed. With fewer resting bids even normal selling can move prices more quickly. This is how shallow liquidity and hedging flows turn routine moves into harder cascades"  
[X Link](https://x.com/sebbydavies/status/1992237490791715162)  2025-11-22T14:23Z [---] followers, [--] engagements


"Regardless of direction it clear that crypto market structure is converging with TradFi and thats damn cool. The vocabulary is now gamma exposure dealer hedging systematic flows ETF demand and order book depth rather than macro doom narratives or vibes"  
[X Link](https://x.com/sebbydavies/status/1992237494008705269)  2025-11-22T14:23Z [---] followers, [--] engagements


"TLDR Short gamma accelerates moves on the way down Key level near 80K where hedging flow flips Systematic selling may be slowing Momentum still driving tape Next week probably will not be calm. The question is whether flows finally work in both directions. Higher 🥹"  
[X Link](https://x.com/sebbydavies/status/1992237496113979686)  2025-11-22T14:23Z [---] followers, [--] engagements


"This is happening alongside major regulatory shifts. The US has introduced frameworks for payment stablecoins scrapped SAB [---] reaffirmed crypto custody as permissible for national banks and is preparing for centralized clearing of US Treasury and repo markets"  
[X Link](https://x.com/sebbydavies/status/1992590605063770340)  2025-11-23T13:46Z [---] followers, [--] engagements


"What stands out is that these updates describe digital assets in a routine matter-of-fact way. This is not a pilot program or proof of concept. This is the settlement layer of US markets preparing to handle tokenized products as part of the baseline system"  
[X Link](https://x.com/sebbydavies/status/1992590611363619285)  2025-11-23T13:46Z [---] followers, [--] engagements


"Prices are lower but the flow of headlines is telling a different story. Across stablecoins tokenization custody and ETFs the level of activity is enormous. This does not read like an industry slowing down. It reads like one that is getting pulled deeper into global finance"  
[X Link](https://x.com/sebbydavies/status/1992719145075667351)  2025-11-23T22:17Z [---] followers, [--] engagements


"Stablecoins were everywhere (obvs). Multiple banks are integrating reserves. Deutsche Brse is adding SocGens stablecoin to its settlement business. Circle released an interoperability layer for USDC. These are core market utilities adopting crypto payment rails"  
[X Link](https://x.com/sebbydavies/status/1992719150008127613)  2025-11-23T22:17Z [---] followers, [--] engagements


"Tokenization headlines were even stronger. JPMorgan Alibaba UBS SocGen and Ant are all expanding blockchain based innovations. These are not pilots with tiny volumes. They are existing financial institutions integrating the tech"  
[X Link](https://x.com/sebbydavies/status/1992719163828408525)  2025-11-23T22:17Z [---] followers, [--] engagements


"Regulators also kept moving. Hong Kong launched tokenized deposits with real value. The OCC is allowing banks to pay crypto gas fees. Basel is revisiting crypto capital rules. This is an environment where the regulatory perimeter is being clarified rather than shut down"  
[X Link](https://x.com/sebbydavies/status/1992719168777654666)  2025-11-23T22:17Z [---] followers, [--] engagements


"A more useful question is what they could be worth when the runway clears. ETFs stablecoin legislation settlement pilots and custody rules all move that probability higher. Markets price probability times payoff not the present tense"  
[X Link](https://x.com/sebbydavies/status/1993038214739746895)  2025-11-24T19:25Z [---] followers, [--] engagements


"Anyone can short crypto. It is liquid. It is accessible. It is available twenty four seven. If crowds believed these networks were dramatically mispriced the weight of short interest would reflect that. Yet the assets continue to find support"  
[X Link](https://x.com/sebbydavies/status/1993038225217356210)  2025-11-24T19:25Z [---] followers, [--] engagements


"Inside view: current usage is too small therefore valuations make no sense. Outside view: usage grows with K K grows with adoption and adoption is accelerating as the legal and institutional landscape shifts"  
[X Link](https://x.com/sebbydavies/status/1993038238546891214)  2025-11-24T19:25Z [---] followers, [--] engagements


"The analysis in the piece is strong. I simply think the lens needs to include probability and path. Markets often look wrong at the beginning of a new technology cycle. They look much more rational in hindsight when the network effects arrive"  
[X Link](https://x.com/sebbydavies/status/1993038241688437128)  2025-11-24T19:25Z [---] followers, [--] engagements


"🧵Some interesting rotation in allocator positioning this month The standout move is in precious metals. After a massive run in gold managers finally trimmed exposure. This is usually what happens when a consensus trade gets crowded and people lock in gains"  
[X Link](https://x.com/sebbydavies/status/1993503195252113763)  2025-11-26T02:12Z [---] followers, [--] engagements


"BTC traded like high beta tech during the recent selloff. Equities cracked volatility picked up and Bitcoin moved with the rest of the risk complex rather than acting as a defensive hedge"  
[X Link](https://x.com/sebbydavies/status/1993677269924266213)  2025-11-26T13:44Z [---] followers, [--] engagements


"The October rate cut did not come with a firm promise of more. Powell and later Cook pushed back on the idea of a December cut. When the path of easing becomes uncertain Bitcoin has historically struggled"  
[X Link](https://x.com/sebbydavies/status/1993677273325855200)  2025-11-26T13:44Z [---] followers, [--] engagements


"Everyone keeps talking about an AI bubble but positioning tells a different story. Hedge funds and mutual funds are jammed into healthcare not tech"  
[X Link](https://x.com/sebbydavies/status/1993703233467150507)  2025-11-26T15:27Z [---] followers, [--] engagements


"Healthcare is the top performing sector this month and XLVs RSI is at its most overbought level since 2018"  
[X Link](https://x.com/sebbydavies/status/1993703240177738041)  2025-11-26T15:27Z [---] followers, [--] engagements


"🧵BodAs Chief Strategist Michael Hartnetts latest macro take has a clear message: the Fed will have to cut and crypto will be the first asset to sniff it out. H/t @zerohedge"  
[X Link](https://x.com/sebbydavies/status/1993808279596880225)  2025-11-26T22:25Z [---] followers, [--] engagements


"Japan is the first domino. The yen and long JGBs are collapsing together. That only happens when a policy regime is breaking. Japan is throwing huge fiscal stimulus at an economy with negative real rates. The end result is usually debasement not stability"  
[X Link](https://x.com/sebbydavies/status/1993808286009987345)  2025-11-26T22:25Z [---] followers, [--] engagements


"Hartnetts read is simple. If Japan is blowing out the Fed cannot pretend the global cycle is fine. Liquidity stress abroad always comes home. The longer the Fed waits the sharper the eventual policy pivot"  
[X Link](https://x.com/sebbydavies/status/1993808295879143689)  2025-11-26T22:25Z [---] followers, [--] engagements


"In the US the entire risk complex spent two years front-running cuts. Crypto credit private equity even the dollar all priced peak liquidity. Then the Fed turned hawkish again and everything wobbled. But Hartnett argues the Fed will fold exactly like 2018"  
[X Link](https://x.com/sebbydavies/status/1993808302581665858)  2025-11-26T22:25Z [---] followers, [--] engagements


"Here is the key line: crypto is only 0.4% of institutional allocation but has taken in record inflows and now trades 74% via derivatives. That makes it the purest liquidity barometer in global markets. When liquidity turns Bitcoin moves first"  
[X Link](https://x.com/sebbydavies/status/1993808306293649733)  2025-11-26T22:25Z [---] followers, [--] engagements


"Thats partially why we dumped so hard when markets believed the Fed would make a policy mistake and hold on Dec. Crowding and profit taking into bonus season also played a role"  
[X Link](https://x.com/sebbydavies/status/1993808313717530900)  2025-11-26T22:25Z [---] followers, [--] engagements


"Hartnetts call is that once banks and brokers start flashing liquidity stress the Fed capitulates. Zero-coupon Treasuries are his way to front-run that moment. Bitcoin in his words will sniff it out before anyone else"  
[X Link](https://x.com/sebbydavies/status/1993808317597286449)  2025-11-26T22:25Z [---] followers, [--] engagements


"Fund Manager Survey respondents expect soft landing lower rates higher profits weaker dollar and strong non-US equities in [----]. If that plays out it is a backdrop where crypto outperforms after a bruising year"  
[X Link](https://x.com/sebbydavies/status/1993808327340642556)  2025-11-26T22:25Z [---] followers, [--] engagements


"Every crypto treasury needs this. Here's the loom video on how to make fully confidential payments on Ethereum. The value of transfer remains confidential thus you can make private - payroll - payment No one has to see the value or how much you have. Only possible with Hinkal https://t.co/7p6lHW2M6T Here's the loom video on how to make fully confidential payments on Ethereum. The value of transfer remains confidential thus you can make private - payroll - payment No one has to see the value or how much you have. Only possible with Hinkal https://t.co/7p6lHW2M6T"  
[X Link](https://x.com/sebbydavies/status/1994033283940618749)  2025-11-27T13:19Z [---] followers, [--] engagements


"🧵 JPM just put out an interesting update on AI adoption and productivity across U.S. industries. A few takeaways stood out"  
[X Link](https://x.com/sebbydavies/status/1994161878856020279)  2025-11-27T21:50Z [---] followers, [--] engagements


"The big headline is that AI adoption is rising fast in the workforce but the productivity payoff remains uneven. JPMs latest survey shows [--] percent of respondents using generative AI weekly yet the link to firm-level productivity is still weak"  
[X Link](https://x.com/sebbydavies/status/1994161889379586301)  2025-11-27T21:50Z [---] followers, [--] engagements


"Across industries JPM finds only a loose relationship between AI exposure and productivity growth. In some sectors the regression line is basically flat. For others especially information-heavy industries AI and time savings show a clearer lift"  
[X Link](https://x.com/sebbydavies/status/1994161901052301608)  2025-11-27T21:50Z [---] followers, [--] engagements


"Interestingly the slowdown in measured productivity does not reflect lack of adoption. The tools are spreading. What is missing is broad and consistent efficiency gains across industries. JPM suggests some firms are capturing the benefit but many are not"  
[X Link](https://x.com/sebbydavies/status/1994161916617609240)  2025-11-27T21:50Z [---] followers, [--] engagements


"The most important note: early AI gains look real but concentrated. The dispersion across industries is huge. The next phase is not about adoption. It is about figuring out which sectors can actually convert AI usage into measurable productivity growth"  
[X Link](https://x.com/sebbydavies/status/1994161928797917520)  2025-11-27T21:50Z [---] followers, [--] engagements


"I love @EtherFi and their burgeoning neobank. However while they claim they're all about the user I find this fee offensive. It's as much as a wire transfer"  
[X Link](https://x.com/sebbydavies/status/1994460364101005618)  2025-11-28T17:36Z [---] followers, [--] engagements


"@swiftcommunity's full ISO [-----] rollout is a big deal for global payments. It upgrades the entire banking system to richer structured machine-readable data. Faster reconciliation fewer errors and more automation become possible across borders"  
[X Link](https://x.com/sebbydavies/status/1994497674255765642)  2025-11-28T20:04Z [---] followers, [--] engagements


"Earlier this week SWIFT made ISO [-----] the default standard for all cross-border payments"  
[X Link](https://x.com/sebbydavies/status/1994497688495427652)  2025-11-28T20:04Z [---] followers, [--] engagements


"What makes this especially interesting for crypto and digital-asset infrastructure is that ISO [-----] is the same data standard many tokenization stablecoin and blockchain-settlement pilots are already mapping to. It is the bridge language between banks and blockchain rails"  
[X Link](https://x.com/sebbydavies/status/1994497691754402108)  2025-11-28T20:04Z [---] followers, [--] engagements


"As global payments migrate to ISO [-----] tokenized deposits programmable payments and on-chain settlement plug in naturally because everyone is speaking the same data schema. This is how real interoperability starts. You are not bullish enough"  
[X Link](https://x.com/sebbydavies/status/1994497701325791719)  2025-11-28T20:04Z [---] followers, [--] engagements

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