In a bull market everyone thinks they’re bad at sizing, in a bear market everyone thinks they’re bad at timing when to sell
@SimkinStepan
businesses will want control over their compute, their models, their data and their alpha
the same logic applies to their money, their accounts and their core financial workflows
financial sovereignty will matter as much as AI sovereignty
9/26/2026 00:02
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@SimkinStepan
if you're a company building on @solana and paying for on/off ramps (for your corporate treasury) - dm me
9/23/2026 22:54
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@SimkinStepan
future of money and it’s basically all dollars
stablecoins are just another example of US exporting something the whole world wants
9/23/2026 22:27
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@SimkinStepan
our new @altitude page for onchain teams has dropped so here is my pitch:
- free on/off ramps for your treasury. fund onchain, pay out via ACH, domestic wire, SEPA or SWIFT
- move stablecoins across 7 chains
- corporate cards, banking rails, AP/AR...
9/20/2026 15:06
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@SimkinStepan
this whole pacing the frontier talk was about "geniuses" at rest trying to stop the idiots in motion btw
9/20/2026 13:52
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@SimkinStepan
many projects in crypto were suffering from "too old to be new, too new to be classic" syndrome last cycle, seeing some of them start winning in the early innings of this one is beautiful
9/20/2026 13:39
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@SimkinStepan
holding your money is a very effective way for a bank to keep selling you things
stablecoins and self custodial accounts provide the necessary decoupling and let the money live in an account you control. financial providers plug into it to do a job
...
9/19/2026 21:48
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@SimkinStepan
starting to believe this is an increasingly plausible future:
- most new code is AI generated and formal verification is built into the generation process
- most new code ships with proofs
- implementation errors shrink
- remaining risk lies in inco...
9/19/2026 14:42
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@SimkinStepan
Kind reminder that we didn't win anything at the solana season hackathon in 2021 and now our protocol moves $20B+ in annualized stablecoin transfer volume, while our global business account competes with the worlds largest fintechs. You can just do t...
9/18/2026 21:40
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