laurashin：Agora's Nick van Eck on the startup fundin…

Agora's Nick van Eck on the startup funding freeze: it's either failing AI economics or surging bond yields "I think capital markets, at least for startups and these types of businesses, are going to freeze up very shortly, or already have, as you've seen, started to freeze up." "What I haven't been able to figure out is if this was a result of the AI economics not working, or if it was the 10-year and really global government yields exploding. It's interesting to see rate markets really start to get jumpy." "The realist in me is I'm actually very excited to see even small bond vigilantes come back, cuz we were just talking about the US government debt problem. I think that's the only thing that solves it." "I think there's no political will to actually solve this, and it's only going to be when the cost to service the debt explodes. That's what's going to have to force both political parties to recognize that we have a serious problem on our hands."

2026-10-21 05:2230

Coinbase's John D'Agostino on why Bitcoin's resilience doesn't surprise him: it fits almost any investment thesis, and more advisors can now sell the ETFs "Pick your poison. Do we think it's a risk asset? Do we think it's a hedge against geopolitical risk? Do we think that it's a long term monetary debasement trade?" "In theory, all of those parties, regardless of what your thesis is, should be spending a little more time and a little more risk capital thinking about crypto and thinking about Bitcoin as its leader. "So it doesn't surprise me that it would have some level of resiliency." "This huge wave of ETFs opening up for everyday RIAs to sell continues to expand as more and more of these banks get comfortable. That ETF product is sold, not bought." "Now that you have more and more of those RIAs being able to sell it, we're gonna see more distribution." "I'll remind everyone we're not even close to highest levels of inflation adjusted crude oil. I hope we don't get there. But I get why people are scared right now."

2026-10-21 05:1440

Coinbase's John D'Agostino on his onchain adoption thesis: a tokenized S&P 500 in every wallet, for as little as $5 "I do think there's something to be said for training people outside of our ecosystem to get comfortable transacting onchain. Tokenized stock is not the same as Bitcoin. They're completely different creatures." "I have a one hour thesis. If the average technically literate individual can't learn to use a new system in under an hour, with some degree of confidence, I think the probability of getting widespread adoption goes down." "I think tokenized equities are a way to get that done. As we've learned, there's an insatiable appetite for US equities. I think it marries well with our own national interests." "The best thing that can happen for the US is if a tokenized version of the S&P 500 could be put into everyone's wallet around the world who can scrape together $5 to invest in their future." "I want everyone in the world with $5 of excess savings to bet on the economic miracle that is the US capital markets. I want them looking at their phone and saying, I hope the US succeeds."

2026-10-21 02:2950

Relm Insurance and Project Eleven say their work on quantum risk is exploratory. Any effect on premiums would depend on further evaluation and Relm's own underwriting process. https://t.co/NieI3GJyLP

2026-10-21 00:3781

OKX is bringing its Shield account-takeover program to U.S. customers, offering eligible users up to $100,000 if a hacker seizes their account and moves funds, and up to $500,000 for customers in VIP 4 and above. https://t.co/Idedx6bW8x

2026-10-21 00:1561

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