MSB Intel (@MSBIntel) / X

MSB Intel

39.4K posts

MSB Intel

@MSBIntel

Industry leading commentary on markets, macro, and emerging tech. Email us: [email protected]

Joined August 2021

Pinned
MSB Intel
@MSBIntel
Feb 26
The CEO of Anthropic says nobody is paying attention to what's about to happen. "The most surprising thing has been the lack of public recognition of how close we are to the end of the exponential. To me, it is absolutely wild that you have people talking about the same tired
00:00
894K
MSB Intel
@MSBIntel
3h
INSIGHT: Securities lending generated a record $15.3 billion in revenue in 2025, and the agents who arrange those loans can take as much as 20 to 30% of it before the rest reaches the asset owner. Aave argues its V4 architecture can move that market onchain and compress the
704
MSB Intel
@MSBIntel
3h
BREAKING: Real-world assets have become the largest sector on Avalanche, now 39.5% of total value locked, ahead of stablecoins and lending.
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MSB Intel
@MSBIntel
4h
BREAKING: Starknet has crossed 300 million transactions on mainnet.
1.5K
MSB Intel
@MSBIntel
5h
BREAKING: Aptos has launched Confidential APT on mainnet. Balances are encrypted onchain, with private transfers available through the Petra mobile wallet.
2K
MSB Intel
@MSBIntel
8h
BREAKING: FBI Director, Kash Patel, says the FBI will catch “crypto fraudsters” and bring them to justice.
1.4K
MSB Intel
@MSBIntel
10h
BREAKING: Ondo Finance has climbed to the second-largest app on Stellar by total value locked. Its TVL is up 326.5% in 30 days to $525.3 million
12K
MSB Intel
@MSBIntel
Jun 18
BREAKING: Coinbase Ventures has backed RWA protocol Multipli through its Base Ecosystem Fund. Multipli offers yield on its rwaUSD stablecoin, with over $445 million in TVL across chains for borrowing against tokenized US equities and gold.
1.9K
MSB Intel
@MSBIntel
Jun 18
BREAKING: Morpho has raised $175 million, co-led by Paradigm, a16z crypto, and Ribbit Capital. TradFi giant Apollo and Circle Ventures joined the round. Morpho is DeFi’s second-largest lending protocol, with $7.1 billion locked.
2K
MSB Intel
@MSBIntel
Jun 18
INSIGHT: Stellar and Canton will be the public blockchains carrying DTCC’s tokenized US securities. DTC, which custodies over $114 trillion in assets, plans to tokenize Russell 1000 stocks, ETFs, and Treasuries in the second half of 2026.
28K
MSB Intel
@MSBIntel
Jun 18
BREAKING: Morpho has generated nearly $300 million in cumulative fees. The lending protocol holds $7 billion in TVL and $3.6 billion in active loans.
5K
MSB Intel
@MSBIntel
Jun 18
BREAKING: Illinois has passed a law to tax all crypto transfers.
1.5K
MSB Intel
@MSBIntel
Jun 18
BREAKING: Polymarket has processed more than $38B in trading volume. Trading activity surged after the platform integrated Chainlink Data Streams, helping power its fastest period of growth to date.
16K