Dan Romero

@dwr.eth

4283 Following

347469 Followers

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Debt crisis + bad demographics, removing communism, American sanctions

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A rare California legislative win. https://calmatters.org/housing/2025/06/ceqa-urban-development-infill-budget/

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NYT vs. reality

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$AAPLx $NVDAx $TSLAx $COINx

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Permissionless index funds thanks to composability.

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Tokenized stocks also include a time machine where you get to invest in the Nvidia pre-seed round.

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Signull is smart, so no knock on him. But the take that "not getting AI" is existential for Apple is wrong. Consumers are not going to give up their iPhones, especially if 80% of the benefit for frontier models are all available via apps...on their iPhones. The mythical unicorn "new AI device" won't work because 1) messaging 2) camera won't be good enough 3) manufacturing a consumer-grade piece of hardware with good battery life and build quality in 2025 is still extremely difficult. Apple can do nothing on AI for the next couple years and then do a good enough job with power of defaults + privileged system access and be fine.

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Useful guide for prompting in Midjourney. https://x.com/nickfloats/status/1939773992614682807

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Test Xsc9qvGR1efVDFGLrVsmkzv3qi45LTBjeUKSPmx9qEh

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Anyone know the CAs for these? https://x.com/KaminoFinance/status/1939636922961334610

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I wonder what the CFOs of private companies think about tokenized shares. And what courts will think if the shareholder agreements have transfer restrictions. Are the shares actually derivatives?

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BSA does not apply to ownership or buying and selling of stocks. Has nothing to do with the SEC. Might be time for new legal counsel.

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welcome back to @ameensol

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US regulatory clarity means we'll see a bunch of incumbents with existing distribution launch both chains and stablecoins.

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Robinhood claimed this transaction is tokenized OpenAI stock. https://arbiscan.io/tx/0xcc3d0318522dc05eb342bc2fe7231f537d574e708f10258daf43e6bc95d0afa8

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Stock coins (i.e. tokenized stocks) and perpetual futures in the US is the most valuable prize.

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Already seeing a bunch of lazy bullposting on Twitter. What Robinhood is actually launching (based on their blog post): EU * US stock & ETF tokens — 200+ assets, 24/5 trading, zero Robinhood commission; live today for eligible users; issued on Arbitrum. * App expansion — Robinhood Crypto now available in all EU * Crypto perpetual futures — Up to 3× leverage, orders via Bitstamp; full rollout by end of summer 2025. * Robinhood Layer 2 blockchain — Arbitrum-based chain for tokenized real-world assets, 24/7 trading, self-custody; in development, date to be announced. United States * Crypto staking — ETH and SOL rolling out now to eligible U.S. customers. * No U.S. launch dates yet for stock tokens, perpetual futures, or the Layer 2 chain. https://newsroom.aboutrobinhood.com/robinhood-launches-stock-tokens-reveals-layer-2-blockchain-and-expands-crypto-suite-in-eu-and-us-with-perpetual-futures-and-staking/

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Just realized that @amilich is now at Cursor! https://www.cursor.com/blog/agent-web

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They won't. https://x.com/howdymerry/status/1939420651485626647

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