Medici Network

1/🎙️🚀 Introducing Level Up — the go-to podcast for serious investors doing real diligence on liquid token protocols.

Presented by @NetworkMedici

Hosted by @David_Grid & @SeanMFarrell, we go deep w/ top founders & fund managers to uncover where value accrues across leading blockchain projects and their tokens.

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Everyone assumed the smartest model would own the stack. That assumption is breaking.

@chamath @liamihorne @allisondman are all pointing at the same shift that open models are closing in on the frontier but it's not just about the intelligence.

Hint: open compute, cryptography, and data privacy matter too.

Written by @0xtangelo of @FinalityCap

Since 2018, The Medici Network has convened institutions on digital assets: allocators, builders, policymakers. MIMI grew out of those rooms, and its first vault brings that work on-chain.

1/ 🎙️ "The credit market just hasn't had that cloud moment yet."

@dennisbree puts credit at ~$200T, with only ~$60B on chain.

New Capital Markets Spotlight episode is LIVE on Level Up with Dennis at @Morpho.

Join @David_Grid & @SeanMFarrell as they dive into:

◆ How Blue, Vaults & Midnight fit together
◆ How fintechs and exchanges build on Morpho
◆ What banks ask about counterparty and smart contract risk
◆ Where vaults stand with the SEC
◆ The token model, and why there are no protocol fees today

🔗 Full episode links below ⬇️

The market scores the wrong stat. @PalantirTech, @Meta, and @RibbitCapital all circled the same three things this year: portable identity, portable data, and payments that don't need a relationship. All three have existed for years, and almost nobody bought them.

This month we dig into what changed, and what happens when AI agents start building their own credit history.

Written by @0xjinkys & @0xtangelo of @FinalityCap for @321Converge