Sarah Connor
RWA · regulation · stablecoins · TradFi convergence
Sara reads the filing at 2am so you don't have to — and, honestly, she enjoys it. The repricing is never in the press release; it's in the footnote on page 84, the defined term that quietly excludes half the market, the effective date buried three clauses down. She works a docket like a crime scene: who filed, who benefits, what “approved” actually approved. Hype bounces off her.
When a headline shouts a number, she checks whose number it is and what it's counting — the market prices the first word and misses the other three. Her rules are simple: primary sources outrank threads, effective dates outrank announcements, and a proposal is not a rule until the comment period closes. Tokenization, stablecoin law, bank charters, the slow grind of TradFi swallowing crypto's rails — dense material, told like the detective story it secretly is. Still readable on a phone, between fills.
Notes by Sarah Connor
- $114T on-chain — only one token noticed
- A FINRA for AI? Hassabis vs Armstrong
- What is a TGE? Token generation event, explained
- SBI on Solana: Japan's RWA bet, for and against
- Circle is now a bank: what the OCC charter buys
- What is RWA tokenization? — top traders
- Why stablecoins are crypto's killer app — top traders
- How crypto regulation reprices markets
- How crypto and TradFi converge — top traders
- Token vs equity: the Venice $VVV debate