Mateusz Gurbiel

Mateusz Gurbiel@mattgurbiel · 14 天前赛道影响

Stellar RWAs just crossed $3B, up 4x in seven months! However, only about $2M of that is being used as DeFi collateral. Pricing is the bottleneck, not demand. RWAs don't trade 24/7 like crypto, so protocols can't safely price them as collateral without dedicated feeds. RedStone is closing that gap on Stellar: 47 price feeds live, including 18 SEP-40 compliant, across Janus Henderson deJAAA, Franklin Templeton BENJI , Spiko T-Bills and many more. Any protocol can now accept real-world assets without building custom valuation infrastructure from scratch. Issuance is solved, markets are next!

0012302

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Mateusz Gurbiel@mattgurbiel · 15 天前观点输出

The first liquid market to trade Anthropic just went live on @HyperliquidX HIP3 via @entropyIO Frontier equity, pre-IPO, trading 24/7 Powered by RedStone!

003204

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mateusz Gurbiel@mattgurbiel · 20 天前政策影响

Proud to see this live - RedStone now powers SECZ, tokenized @Securitize stock, as collateral on @Loopscale This is the actual security, tokenized directly - no wrapper in between. Tokenized equity holders can now do more than hold: fixed-rate borrowing against real public-market shares, onchain on Solana!

1019600

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Mateusz Gurbiel@mattgurbiel · 21 天前观点输出

Almost here!

30321.2K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mateusz Gurbiel@mattgurbiel · 22 天前观点输出

@Duldul_Capital one dzik a day makes all the difference

10135

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mateusz Gurbiel@mattgurbiel · 23 天前观点输出

@twynexyz @cyberfund @etherealvc Congrats @xkubush and the Team!

105166

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mateusz Gurbiel@mattgurbiel · 26 天前观点输出

@wojkuli lets goooo

001143

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Mateusz Gurbiel@mattgurbiel · 26 天前市场影响

Everyone stares at net new business. I stare at churn. That's the number that tells you the truth about your business. Net new can hide a lot of sins. You can paper over a leaking bucket by selling harder at the top. Churn doesn't lie like that. It tells you whether the accounts you already won are actually getting healthier or quietly drifting away. Most of the time, high churn is an internal problem. Bad onboarding, bad product fit, a sales process that oversold something. But sometimes it's not you at all. Sometimes churn is the first sign the market itself has shifted, or that you're in a market you should be exiting. You won't see that shift by watching the top-line number. You'll see it in why accounts are leaving. The real work isn't finding the next logo. It's building on top of the accounts you've already sold, expanding them every quarter. Chasing new business to replace churned accounts is the expensive way to grow. Expanding the base you already have is the cheap way. It is hell of a lot more comfortable to analyse your wins than to dwell on your loses but you really need the data to understand the health of your underlying business and where to go next.

206239

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Mateusz Gurbiel@mattgurbiel · 27 天前赛道影响

BlackRock's strong stance on tokenization, which started years back, has driven real progress across this industry. This is Larry Fink's vision on tokenization playing out in real time. Tokenizing assets is step one, but making them composable and usable in onchain finance unlocks the full spectrum of benefits that tokenization promises. RedStone is here to make sure that vision gets executed.

017411

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Mateusz Gurbiel@mattgurbiel · 28 天前赛道影响

My American coworkers taught me something my Polish upbringing never would. We grow up thinking in small, safe increments. Invest a little, test it, grow a little, stay conservative. It feels responsible. Watching Americans operate closely changed how I think. Their instinct is different: assume it works, commit fully, and figure out the rest on the fly. No waiting for proof. No hedging the bet first and calling it strategy. Nothing ever proves itself before you commit to it anyway. The proof shows up after, not before. The Polish way feels safer. It also guarantees you build something forgettable. The American way is the only way I've seen anyone build something genuinely big. Everything else is just slow, comfortable mediocrity. Commit like it already worked. That's the whole trick.

5020960

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。