Twitxy Saved

Sam Schubert

Verified account This account is verified. Learn more

@minnus

Previously @Blockworks @Citi
Joined May 2023
6.5K Following 4.7K Followers 2.9K Posts

Latest posts 5

Pinned post

Sam Schubert Verified account @minnus
Last week was my last week at @Blockworks

Grateful for the opportunity to work alongside such a talented team, and for everyone who read, challenged and supported my research over the past year. I have a lot of confidence in the direction Blockworks is taking and look forward to seeing what the team achieves.

I remain very bullish on this industry, particularly the themes I’ve been highlighting throughout that time. In my view, we’re still in the infancy of a far better financial system, and I’m eager to play a part in that through research, investing or building.

Excited for what’s next. For those in London, I’ll be around for the next two weeks.
45 replies 4 reposts 241 likes 9.2K views View on X
Sam Schubert Verified account @minnus
Finance 2.0
Andy Verified account @andyyy 3d
NEW POD: How To Invest In The "New" Era of Digital Assets with Diego Perez De Ayala (@SolanaLegend)

Frictionless co-founder joins us in The Tokenization Tower to discuss his investing thesis for 2026 and beyond.

We discuss the 'nouns' vs. 'verbs' thesis, the ongoing race to get licensed before the regulatory window shuts, and why tokenization today looks like stablecoins ten years ago.

He explains his perps bull thesis, which assets his firm is primarily looking at, and where he sees the value accruing in the new, institutional era of our industry.

Be more bullish. Full episode links below.

Timestamps:
00:00 Intro
00:49 Web 3.0 Narrative Proved Largely False
03:36 Funding The Verbs Not The Nouns
05:38 Licenses Race Before The Window Shuts
09:52 Tokenization Looks Like 2014 Before Tether
12:28 How Wall Street Actually Comes Onchain
14:54 Companies Earning A Billion A Month
16:55 Incumbents Face The Kodak Dilemma
20:57 Missing 24/7 Trading Is A Scam
23:15 Chains Ignoring Capital Markets Are Cooked
25:46 Do Layer Ones Justify Trillion Valuations
29:38 Return Dispersion Lets Investors Outperform

@FrictionlessVC @therollupco @robbieklages
View quoted post on X