Piergiacomo Palmisani

🌍 Circle Triumphs as First Licensed Stablecoin Issuer under MiCA 🌍 While Dubai tightens its grip on crypto payments, Circle is making waves in the European Union! 🚀✨ Circle's Milestone: ➡ Regulatory Win: Circle's USDC and EURC are now fully compliant digital fiat tokens under MiCA rules. ➡ EU Headquarters: Circle selects France for its European HQ, praising its forward-thinking stance on digital assets. ➡ Dubai's Ban: UAE's new regulations prohibit crypto payments, posing challenges for crypto adoption. ➡ Circle's Success: In stark contrast, Circle’s regulatory approval highlights a supportive environment in the EU. Circle's CEO Jeremy Allaire calls this a historic moment for digital assets, reflecting the industry's evolution and regulatory acceptance. What do you think about these contrasting developments? Share your thoughts and follow me for more crypto insights! 🔥💬 #Circle #Stablecoin #MiCA #CryptoRegulation #DigitalAssets #UAE #CryptoBan

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@Wormhole Native Token Transfer (NTT) is the end game for solving liquidity fragmentation ✅ no vendor lock-in (modular verification) ✅ ownership, upgrade authority, & customizability ✅ defense-in-depth security ✅ lock & burn "modes" Already securing mcaps in the 10's of Billions

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🚀 Exciting Interview Alert! Discover how Neon EVM is revolutionizing blockchain app development by seamlessly blending Ethereum and Solana. In an exclusive interview, Davide Menegaldo, Chief Commercial Officer of Neon EVM, sheds light on the platform's groundbreaking approach to enhancing user experience and driving mainstream adoption of decentralized applications (DApps). Neon EVM serves as an Ethereum Virtual Machine (EVM) on Solana, empowering developers to effortlessly deploy their Ethereum-based DApps on the Solana blockchain. By harnessing Solana's high throughput, low latency, and scalability, developers can unlock a whole new level of performance. Say goodbye to network congestion, as Neon EVM's parallel processing capability enables multiple DApps to operate simultaneously. Looking ahead, Neon EVM is focused on driving innovation through strategic partnerships. We are dedicated to optimizing scalability, security, and interoperability, setting the stage for the future of DApps across diverse industries. Join us as we shape the landscape of blockchain app development! #Blockchain #Ethereum #Solana #DApps #NeonEVM #DecentralizedApplications #Innovation #BlockchainDevelopment #MainstreamAdoption #Interoperability #Kryptomind

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S&P Global sees big potential in Tokenized Real-world Assets Couple of Key Take-Away's 🤔 1. "One of the biggest benefits of RWA tokenization is enhanced liquidity, the agency noted." ... but not so fast. 😣 2. "While he sees tremendous potential in the RWA sector, O’Neill noted that in the short term, “interoperability challenges will limit the growth of tokenization.” 3. " Currently, regulatory challenges are the biggest barrier to tokenization, O’Neill noted, which have thus far “inhibited adoption, particularly for U.S. banks" 🤔 4. “Investors need to access the blockchains on which the tokenized assets are built,...including the use of private permissioned blockchains shared between a network of partner institutions, public blockchains, and cross-chain communication technologies to allow different private and public chains to interact while mitigating security risks.” 💡 #korechain #blockchain #RWA #tokenization

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Complete Mapping of The Web3 Ecosystem: Blockchain Services My dear friends from SUN ZU Lab did complete research and screening of the market, in total of 500+ companies & projects. The research is segmented into 4 high-level categories: - Blockchain Infrastructure, - Blockchain Applications, - Digital Currencies & On-chain Assets, - Institutional "TradFi-like" Services. If you would like to read the full report, write me "ecosystem" in the comments and I'll DM you. On this graph, you can see "Application Services and Solutions", built on blockchain technology, offering specific functionalities or utilities. 1. Oracles: Services or protocols that provide external data to smart contracts on a blockchain, enabling them to interact with real-world events. 2. Developer Tools: Tools and resources to facilitate the creation, testing, and deployment of blockchain-based applications. 3. Storage & Compute: Services offering storage and computational resources for decentralized applications (dApps) or smart contracts. 4. Wallets & Communication: Software or platforms allowing users to store, manage, and communicate with their cryptocurrency holdings securely. 5. Al & loT: Integration of artificial intelligence and Internet of Things technologies with blockchain networks for enhanced functionality. If you would like to read the full report, write me "ecosystem pdf” in the comments and I'll DM you. Again, a big "thank you" to my friends at SUN ZU Lab for the awesome report! #sunzu #labs #crypto #ecosystem #web3 Follow 👉 Anton Golub & share ♻️ with your network

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Today, RockTree Capital Unveils Cyberpunk Crypto Future in a New Website. Immerse yourself and join us in shaping the next chapter of Web3 innovation 👀 Share, like or comment Media Release [Hackernoon] https://lnkd.in/e9W8EPFv If sharing on X: https://lnkd.in/eHpirZHx The website’s cutting-edge interactive cityscape represents RockTree's vision where #Web3 has become pervasive, fusing #technology, #finance, and #culture. Set in the future near the 11th halving of bitcoin https://lnkd.in/eGMwUJ_5 RockTree invests in and accelerates the trajectory of projects from Infrastructure, DeFi, Cross-chain, and the Bitcoin Ecosystem. Operating at the nexus of the East & West with a crypto native team that bridges the human, cultural, capital and media gap across these markets. #technology #crypto #innovation

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Sony has filed a patent for a new ‘Super-Fungible Token’ (SFT) that could alter how gamers own and trade in-game assets. Two basic questions: ⁉️ What’s an SFT? Basically, it would allow gamers to own a bundle of NFTs (in-game assets). ⁉️ Why SFTs? Good question—since it’s such early days, it isn’t entirely clear how it could be used, but it seems to simplify owning, purchasing and selling of NFTs as you can bundle multiple into one SFT. To me, it seems to be a bet by Sony that NFTs will be a big part of future gaming and they’re preparing the way for them to be more functional.

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$ invested in Web3 Gaming in Q1'24: $288 Million…$ invested in April'24: $988 Million Not just that... This is the highest since January 2021 and surpasses the entire Q2 2023's $973 Million which was the best-performing Q of the year 🚀 Leading the charge is a16z crypto with a colossal $600 million games fund. This fund continues its gaming spree, adding up to $1.2 billion since its first $600 million haul in May 2022 🤑 Not to be outdone, BITKRAFT Ventures pulled in $275 million for its third fund, targeting early-stage gaming and interactive media companies 🎯 This wave of investments comes at a crucial time, especially after the gaming industry faced 20,000 layoffs over the past 18 months. It’s a testament to the enduring faith in Web3 and gaming tech and the critical role of venture capital in keeping the industry afloat during stormy weather. So, with all this capital flowing in, how do you see the future of Web3 gaming shaping up? 🌐 #gaming #web3 #blockchain #web3gaming

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🎉 After 9 months of hard work, Sentry is finally live. The $ezETH depeg a few weeks ago, the $CRV gate in August, the $USDC depeg, and the Euler hack... All these events make us realize how much DeFi lacks the tools to understand what is happening in the ecosystem. Sentry was developed with tier-1 DeFi Asset Managers, managing over $3.5B in combined AUM, to provide them with a real-time alerting tool they can rely on for any liquidity movement, tailored to their specific challenges. If you want to know everything about why we developed this, the challenges we had to overcome, and the short and long-term opportunities it represents, this article is for you. 👉 https://lnkd.in/e5e72hYY

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Liquidity Mining in concentrated liquidity pools (forks of Uniswap Labs V3) is > than liquidity mining in V2 pools namely because it allows you to hyperfocus your positions in smaller ranges for increased fees rather than a broader spread for lower fees. Use Chainlink Keepers to exit your positions autonomously to protect against Impermanent Loss. Defipips #UniswapV3 #Defipips #ChainlinkKeepers #ImpermanentLoss

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As the end of the month approaches, the crypto market faces potential downtrends, yet Shiba Inu and Arbitrum maintain pivotal price levels. BlockDAG, a Layer 1 project thriving from a stellar presale, has become a hot spot for capital, outshining other market giants with its vast potential. Its seamless DApps integration has propelled its growth, setting a bold price target of $30 by 2030. With a presale rocketing past $53.8 million due to soaring investor interest, this Altcoin Season is poised for significant developments, marked by Shiba Inu’s Bull Run and stable Arbitrum (ARB) prices. Read to find out more... #BLOCKDAG #DApps #SHIBA #BULLRUN

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Italian startup Zefi.ai raises $1.6 million to analyse how SMEs interact with users Italian startup #Zefi.ai, based in Milan and Barcelona, has secured €1.6 million in a new funding round. The round was led by 360 Capital, an Italian-French fund, and 14Peaks Capital, an international Zurich-based fund. The funding saw participation from several prominent investors, including Italian B Heroes, BIT, Spanish Secways, Aticco Ventures, and international funds Growth Engine, Vento, Exor Ventures' Italian chapter, and Lakestar's angel program, Halo. Founded in 2023 by Aurora Maggio, Daniele Borlizzi, Alexandros Fokianos, Nicola Sebastianelli and Leonardo Vezzati, Zefi.ai aims to transform how companies interact with their users. The platform centralizes and analyzes all customer conversations using AI, helping companies identify growth opportunities and reduce costs. This innovative approach enables businesses to understand their customers better, decrease churn rates, and boost loyalty. With the newly raised funds, Zefi.ai plans to advance its technology and accelerate commercialization across Europe. Aurora Maggio, Co-founder and CEO of Zefi.ai, expressed excitement about the future, stating, "With this round, we are laying the foundation to build a great company and bring one of the most sophisticated technologies to market in our industry. We will use the funds to attract the best tech talent across Europe and deliver value to our customers with a product of absolute quality. I am pleased to welcome funds and angels who have believed in us founders and in Zefi." Zefi.ai collaborates with leading companies in the Tech and AI industry, participating in programs such as AWS Startup Loft and NVIDIA Inception. The startup was also included in the Slush 100 Europe and awarded Product of the Day on ProductHunt. Investors are enthusiastic about Zefi.ai's potential. Lucrezia Lucotti, Partner at 360 Capital, remarked, "We are thrilled to support the Zefi AI team in this journey. In less than a year, they have managed to bring to the market an extremely well-crafted product that aims to give companies the superpower to fully leverage a vast amount of qualitative data which is currently unexploited." Edoardo E. Ermotti, Founder & General Partner at 14Peaks Capital, added, "The discipline of product management is still in the process of professionalization and digitization. We believe Zefi has the key product for this process: by putting a systematic and automated order to the analysis of end-customer feedback, Zefi enables the pursuit of product strategies that are truly data-driven and effective. We look forward to working with the team to bring this important innovation to scale." The article on EU-Startups in the first comment. Want to stay up to date with the market? Here my newsletter: - Linkedin: https://t.ly/s541W   - Substack: https://lnkd.in/dzfGJzmW

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Why DeFi Can't Stand Alone 👉 The Urgent Need for Tokenizing Traditional Assets Is DeFi just a speculative bubble waiting to burst, or can it become a legitimate and stable financial infrastructure? ⏲ Just as the early banks couldn't scale without standardized currencies, today's DeFi platforms face a similar limitation: the lack of integration with real-world assets. #DeFi promises since a few years to democratize finance, yet it largely operates in an echo chamber of digital speculation. True democratization can only be achieved by grounding it in the real economy through the tokenization of traditional assets. 🔷 Despite its innovative breakthroughs, #decentralizedfinance (#DeFi) faces significant limitations that stem from its heavy reliance on volatile #cryptocurrencies and tokens. These #digitalassets, while revolutionary, often lack ties to tangible, real-world assets, anchoring them predominantly in speculative value rather than real economic activity. 💡 This inherent volatility is not just a risk for investors but a major roadblock to broader acceptance by traditional financial sectors and regulators. Financial markets thrive on stability and predictability, qualities that current DeFi offerings frequently lack due to their speculative nature. 👉 The Case for Tokenization 👈 Tokenizing traditional assets like real estate, commodities, and corporate bonds could significantly bolster the stability of the DeFi ecosystem. The intrinsic value of these assets is grounded in the real economy, less susceptible to the high volatility that often plague purely digital assets. By anchoring DeFi offerings in tangible assets, we can introduce a level of stability that not only attracts more conservative investors but also enhances the overall credibility of the DeFi sector. This stability is essential for long-term sustainability and for DeFi to be considered a viable alternative to traditional financial systems. One of the biggest hurdles for DeFi's mainstream acceptance is its ability to conform to stringent regulatory standards. By incorporating tokenized real-world assets, DeFi platforms can offer clearer audit trails and more robust compliance with global financial regulations. 🔷 If DeFi continues to operate in isolation, fueled only by speculative digital assets, it risks stagnating as a technological curiosity rather than maturing into the revolutionary financial force it has the potential to be. The promise of DeFi extends beyond today's digital transactions—it's about forging a financial future that is resilient, inclusive, and deeply interconnected with the global economy. As we stand at this pivotal moment, our actions will determine whether DeFi becomes a footnote or a fundamental chapter in the story of financial innovation.

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Prediction: If you don't have exposure to #YESmoney by Baseline Markets you're NGMI. Playing around with it and methinks the #ERC420 standard (baseline protection) will be the new standard of ALL tokens in defi Dropping looping/LP strategy alfa in Defipips 👀

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Big news for Token Bay Capital! We've been granted In-Principle-Approval from Abu Dhabi Global Market (ADGM)'s financial services regulator (FSRA), for a first of its kind license which permits us to invest in #tokens as well as equity investments in early stage crypto start-ups 🙌 As the digital assets space continues to mature and evolve, it was vital for us to be able to bring tokens under the regulatory net as we've taken a regulatory-first approach from day one. We're excited to have the support of ADGM and the FSRA who share our vision, and proud to have played a part in helping to shape the regulations and push the crypto venture industry forwards. "This marks the first phase of global expansion for Token Bay, and we're excited to have been granted the IPA in ADGM for venture capital investment in tokens as well as in equity. Blockchain technology has the potential to drive innovation through tokenization, and as blockchain networks continue to evolve, it is important that as venture capitalists we are fully equipped to support talented founders building in Web3 by directly participating in these networks and taking an ownership stake through tokens." "We extend our sincerest thanks to the regulator for their forward-thinking approach and open dialogue so that we were able to reach this important milestone and establish Token Bay in one of the world's leading international financial centres and digital assets hub." Token Bay now has a presence in the Middle East and Asia, and we're thrilled to be building in two of the world's leading digital assets hubs! 💪🏻🇦🇪🇭🇰 #crypto #cryptocurrency #tokens #blockchain #regulation #venturecapital #investing https://lnkd.in/g-B934Ph

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Nvidia the most valuable company in the world. A market cap of 3.11 Trillion USD. But what about the PE ratio? Price to earnings, ie revenue... NVDA is a revenue machine, and they currently have a monopoly. Looking at the PE ratio you can get a much better picture of the company over time, how overpriced/underpriced it is. See the bottom chart, blue bar. - The current PE ratio is around 73x - The 10 year PE ratio was lower at around 49x - The 5 year PE high was around 146x in Q2 2023 The 5 year PE high happened right before the companies stock priced doubled in a quarter, ie CHATGPT. The market priced in some expected value from future datacenter GPU sales. This paid off. The stock price was around $28 USD in April 2023, with the 146x PE. The stock price now is around $120 USD with the 73x PE. Which is close to the 5 year PE average. NVDA is a revenue machine, AMD is not even in the race. Future predictions are impossible. What is always true is reversion to the mean. Questions I think about: - So are the datacenter sales going to slow down? - What is market saturation for GPUs? - Will AI inference and training get more efficient, needing less GPUs? - By what degree is AI overhyped, dictating future datacenter demand growth. - How will the consumer market increase? - Will governments GPUs demand change? Nationalistic sentiments around AI. - What IP moats has NVDA created? GPUs are not something you need to buy every year. The other factor is electricity use running a 48gb consumer GPU is expensive this naturally limits the consumer demand to 'professional' use. Not quite a Benjamin Graham style 'value investor', the price is directly proportional to AI hype. Short or Long.

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Here’s the list of most active investors during Q1 of 2024 when it comes to Web3 gaming:  The Spartan Group – 7 deals Animoca Brands – 7 deals Sfermion – 6 deals Merit Circle – 5 deals Delphi Ventures – 5 deals Yield Guild Games – 5 deals Cypher Capital Group – 5 deals #web3 #gaming #web3gaming #blockchain

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