Robbie Petersen

A simple framework for protocol capital allocation: Can you generate a higher return reinvesting in the protocol than the risk free rate? No → return capital to tokenholders Yes → reinvest accordingly Capital allocation should be governed by opportunity cost — not

Unfortunately it’s more nuanced than this. Traditional payment fees are primarily a function of risk (ie fraud protection and compliance) — not necessarily antiquated and expensive rails. Solana payments are far cheaper today because these costs haven’t been baked in yet. The

RT @Delphi_Digital: Robinhood, Revolut, Stripe & Visa are betting big on stablecoins. @robbiepetersen_ latest report - "The Stablecoin M…

RT @ayyyeandy: Wallets selling distribution as a service is extremely based. Those who control order flow and thus, end user relationships…