>GO
YPATTERMINAL
PERSONAL RESEARCH DESK
LIVE |BERKELEY, CA|BERKELEY '28NOTESRESUMECONTACT
LIVE NOTESRESUMECONTACT
MKT <GO>|MARKETSPX · UST
INSTRUMENTS
35
21 with a live feed
BTC
connecting
UST 10Y
connecting
2s10s
10Y minus 2Y
HYPE
connecting
WATCHLISTMKT
SYMNAMESECTORWHY IT IS ON THE SCREENLAST24HMKT CAPTOUCHES
BTCBitcoinCRYPTOThe base collateralGTHR · CRD · PRV · NETHW
ETHEthereumCRYPTOWhere the DEX ranDEX · LINK
SOLSolanaCRYPTOSolana Foundation backs GetherGTHR
LINKChainlinkCRYPTOOracles, CCIP. Built on it with Chainlink LabsLINK · ORC · GTHR
HYPEHyperliquidCRYPTOWhere I trade. Perps and tokenized markets, open to anyoneDEX · ACS · TRADE
AVAXAvalancheCRYPTOSubnets, institutional tokenizationSTB
PEFIPenguin FinanceCRYPTOEarly Avalanche DeFiTRADE
ARBArbitrumCRYPTOThe rollup Robinhood choseACS
HOOD CHAINRobinhood ChainCRYPTOTokenized stocks on an Arbitrum L2. Mainnet July 2026NO FEEDACS · CRD · GTHR
ZECZcashPRIVACYShielded transactions. I use itPRV
XMRMoneroPRIVACYPrivate by default. My payments coinPRV
QRLQuantum Resistant LedgerPRIVACYPost-quantum signaturesPRV · NETHW
USDCUSD CoinSTABLECOINCircle. The rail under Apocor's cardsSTB · APCR · GTHR
USDGGlobal DollarSTABLECOINPaxos. The consortium stablecoin with Kraken, Robinhood, GalaxySTB · ACS · PAY
USDTTetherSTABLECOINLargest by floatSTB
RLUSDRipple USDSTABLECOINXRPL native stablecoinSTB · PAY
OUSDOpen USDSTABLECOINOpen Standard. 140+ companies, shared reserve economicsSTB · ACS · PAY · GTHR
UST 3MUS Treasury 3 MonthRATESFront end. Where corporate cash sitsACC
UST 2YUS Treasury 2 YearRATESPolicy expectationsACC · CRD
UST 5YUS Treasury 5 YearRATESBelly of the curveCRD · ACC
UST 10YUS Treasury 10 YearRATESBenchmark for anything with durationRE · CRD
UST 30YUS Treasury 30 YearRATESLong endRE
IG BONDSInvestment Grade Corporate BondsRATESTreasuries plus a spread. How big companies borrowNO FEEDACC · CRD
HY BONDSHigh Yield Corporate BondsRATESBelow investment grade. Where the spread gets interestingNO FEEDCRD · RE
CORP TSYCorporate TreasuryRATESCash management and working capitalNO FEEDACC · GTHR
CARD RAILSVisa / Mastercard RailsRAILSInterchange, network rules, issuer economicsNO FEEDPAY · GTHR · APCR · ACS
SWIFTSWIFTRAILSCorrespondent banking, the incumbentNO FEEDLINK · APCR · PAY
STB RAILSStablecoin RailsRAILSBranded settlement rails for businessesNO FEEDAPCR · STB · GTHR
LUX LTRLuxury Long-Term RentalsREAL ESTATEHigh-value residential, sponsor returnsNO FEEDRE · BREG
LUX HOTELSLuxury Hotel UnderwritingREAL ESTATEWhere I started in real estateNO FEEDSIBP · RE · FMOD
LUX STRLuxury Short-Term RentalsREAL ESTATEHotel economics without the hotelNO FEEDRE · SIBP · ACS
DEX BUILDExchange DesignBUILDRouting, custody, settlement. I built oneNO FEEDDEX · SOL · ACS
ACTUARYOSActuaryOSBUILDProgrammable insurance pools with stablecoin payoutsNO FEEDSTB · ACC · ORC · ML
OMNIOmniSentinelBUILDCross-chain risk intelligence on Chainlink CRENO FEEDLINK · ORC · ML
TRUTHTruthBUILDAgentic due diligence for venture investorsNO FEEDML · PY · GTHR
US TREASURY PAR YIELD CURVEUST
CONNECTINGTREASURY.GOV DAILY PAR YIELD CURVE
HEADLINES ON THESE MARKETSCN27 ITEMS
2026-07MARKET
Robinhood Chain mainnet goes live on the Arbitrum stack
2026-06MARKET
Open Standard announces Open USD with 140+ companies behind it
2026-06RECORD
Gether founded. Collateralized credit card enters pilot
2026-06RECORD
$100K grant investment secured from Solana Foundation and Alchemy Foundation
2026-06RECORD
In-house compliance stack stood up: FinCEN MSB, AML program, SOC 2
2026-02RECORD
Joined Apocor (Cards @ Seismic) as Strategy Operations Associate
2025-11RECORD
Founding analyst, Berkeley Real Estate Investment Group
2025-07MARKET
GENIUS Act signed. First federal law for payment stablecoins
2025-06MARKET
Robinhood announces its own Arbitrum L2 and tokenized US stocks for EU customers
2025-06MARKET
Circle lists on the NYSE
2024-12RECORD
Started working with Chainlink Labs on CCIP and oracle infrastructure for SWIFT conformance testing
2024-11MARKET
Hyperliquid distributes HYPE to users at genesis
2024-01MARKET
SEC approves spot Bitcoin ETFs
2023-07RECORD
Underwrote €30M+ in luxury hotel acquisitions across the Iberian Peninsula
2022-11MARKET
FTX files for bankruptcy
2022-08MARKET
OFAC sanctions Tornado Cash
2022-05RECORD
Shipped an Ethereum DEX solo. $15M+ swap value, ~319,000 transactions
2022-05MARKET
Terra's UST loses its peg
2021-08MARKET
Arbitrum One opens to the public
2021-04MARKET
Bored Ape Yacht Club mints
2020-09MARKET
Avalanche mainnet launches
2020-03MARKET
Solana mainnet beta launches
2019-05MARKET
Chainlink mainnet goes live on Ethereum
2016-10MARKET
Zcash launches with shielded transactions
2015-07MARKET
Ethereum Frontier goes live
2014-04MARKET
Monero launches
2008-10MARKET
Bitcoin whitepaper published