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BitMine’s Tom Lee just asked a trillion dollar question. If gold itself becomes tokenized on Ethereum, will Bitcoin still be attractive as digital gold? Tokenized gold moves faster, earns yield, lives inside DeFi, and becomes programmable collateral. $ETH $BMNR $BTC

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SamAlτcoin.eth ☀️

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401,101 次观看 • 9 个月前 •via X (Twitter)

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THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"
1:55

THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

SamAlτcoin.eth ☀️

40,113 次观看 • 1 个月前

Tom Lee on Cathie Wood and ARK Invest’s FYI Podcast: “Ethereum could flip Bitcoin the same way Wall Street flipped gold after 1971. When the dollar went off gold, Wall Street created products that made it dominant. In 2025, everything is becoming tokenized and Ethereum will be the foundation.”
3:33

Tom Lee on Cathie Wood and ARK Invest’s FYI Podcast: “Ethereum could flip Bitcoin the same way Wall Street flipped gold after 1971. When the dollar went off gold, Wall Street created products that made it dominant. In 2025, everything is becoming tokenized and Ethereum will be the foundation.”

Tom Lee Tracker (Not actually Tom)

195,443 次观看 • 10 个月前

JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH
0:43

JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH

BMNR Bullz

14,776 次观看 • 5 个月前

🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR
16:28

🚨 TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: “ETH IS THE INVESTMENT OF THE DECADE” 🚨 At TOKEN2049, Bitmine (NYSE-BMNR) $ETH’s Tom Lee says we’re living through a 1971 moment for finance. Wall Street is rebuilding itself ~ this time on Ethereum. 💥 Stablecoins → $4T+ 💥 Tokenized assets, AI, IP, real estate, credit 💥 ETH breakout targets: $12K → $22K → $62K 💥 BitMine’s ETH per share up 9× in 9 weeks “The next Wall St boom will be on-chain.” $ETH / $BMNR

BMNR Bullz

41,325 次观看 • 10 个月前

🔥TOM LEE: "Gold and silver are sucking oxygen out of everything." "As long as gold and silver are rising then there's a FOMO into buying that instead of crypto." "When gold and silver take a break then that would lead to a Bitcoin $BTC and Ethereum $ETH surge afterwards."
0:28

🔥TOM LEE: "Gold and silver are sucking oxygen out of everything." "As long as gold and silver are rising then there's a FOMO into buying that instead of crypto." "When gold and silver take a break then that would lead to a Bitcoin $BTC and Ethereum $ETH surge afterwards."

Coin Bureau

366,529 次观看 • 6 个月前

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Ep 3 of Beyond Digital Gold is out! Will the real Bitcoin DeFi Please Stand Up?? Everyone disagrees with what Bitcoin DeFi is. Some say it already exists through wrapped Bitcoin on Ethereum. Others argue it will happen on Bitcoin Layer 2s, while disagreeing on what Bitcoin Layer 2s are. And some believe the only real Bitcoin DeFi must happen directly on Bitcoin itself. In our latest episode in our Beyond Digital Gold documentary series with StarkWare 🥷 , we map the entire ecosystem and break down the six competing models trying to unlock Bitcoin’s trillion-dollar liquidity. Watch here 👇🏻 Full episode:

The Defiant

25,918 次观看 • 5 个月前

Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”
2:15

Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”

The Rollup

33,580 次观看 • 3 个月前

THE STORM IS COMING 🏔️ Gold. Silver. Tokenization. Collateral Reset Gold and silver are breaking all-time highs as real-world assets move on-chain at scale. Is this coincidence or repricing? • Dual $BTC + $XRP ETF announced in Japan • Tokenized metals scale on $SOL via $ONDO • McLaren F1 goes live on $HBAR • Ripple expands banking rails in Saudi Arabia • $AVAX ETF launches on Nasdaq via VanEck • Kraken unleashes Internet of Money $TEL This is not a metals story. It’s a collateral story. As assets become tokenized: • Liquidity increases • Collateral reuse expands • Balance sheets compress • Settlement moves toward real time • Store of value becomes working capital Most people won’t recognize the shift until it’s already finished.
17:01

THE STORM IS COMING 🏔️ Gold. Silver. Tokenization. Collateral Reset Gold and silver are breaking all-time highs as real-world assets move on-chain at scale. Is this coincidence or repricing? • Dual $BTC + $XRP ETF announced in Japan • Tokenized metals scale on $SOL via $ONDO • McLaren F1 goes live on $HBAR • Ripple expands banking rails in Saudi Arabia • $AVAX ETF launches on Nasdaq via VanEck • Kraken unleashes Internet of Money $TEL This is not a metals story. It’s a collateral story. As assets become tokenized: • Liquidity increases • Collateral reuse expands • Balance sheets compress • Settlement moves toward real time • Store of value becomes working capital Most people won’t recognize the shift until it’s already finished.

King Solomon (Ryan Solomon)

46,547 次观看 • 6 个月前

🚨 BITCOIN IS ABOUT TO BOTTOM AND REPEAT THE 1970 GOLD RALLY. In the 70's, gold decoupled from the dollar and it saw an insane rally. It all started with a drop to the 0.382% Fibonacci level and that is happening again, decades later. Bitcoin is following its footsteps as digital gold. If this is accurate, it will be brutal.
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🚨 BITCOIN IS ABOUT TO BOTTOM AND REPEAT THE 1970 GOLD RALLY. In the 70's, gold decoupled from the dollar and it saw an insane rally. It all started with a drop to the 0.382% Fibonacci level and that is happening again, decades later. Bitcoin is following its footsteps as digital gold. If this is accurate, it will be brutal.

Coinvo Trading

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📢 MICHAEL SAYLOR JUST SAID IT IN ABU DHABI At Bitcoin MENA 2025, Saylor declared that China will copy the U.S. once America starts buying #Bitcoin as a strategic reserve. If the U.S. government embraces $BTC, the global domino effect becomes inevitable. First the institutions… then the nations The race for digital gold is officially ON 🚀
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📢 MICHAEL SAYLOR JUST SAID IT IN ABU DHABI At Bitcoin MENA 2025, Saylor declared that China will copy the U.S. once America starts buying #Bitcoin as a strategic reserve. If the U.S. government embraces $BTC, the global domino effect becomes inevitable. First the institutions… then the nations The race for digital gold is officially ON 🚀

COACHTY

53,345 次观看 • 8 个月前

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts
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How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts

The Wolf Of All Streets

207,917 次观看 • 1 个月前

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.
2:12

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 次观看 • 1 个月前

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR
3:14

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

172,043 次观看 • 2 个月前

$ETH will be measured in trillions. Corpo chains like Solana or Tempo can be valued on revenue like SaaS businesses, Bitcoin can be valued like digital gold, but Ethereum is trustware and should be valued like the next internet. William Mougayar is one of Ethereum’s earliest thinkers and advisors, who worked closely with Vitalik Buterin at Ethereum’s inception. $BTC $ETH $SOL
2:21

$ETH will be measured in trillions. Corpo chains like Solana or Tempo can be valued on revenue like SaaS businesses, Bitcoin can be valued like digital gold, but Ethereum is trustware and should be valued like the next internet. William Mougayar is one of Ethereum’s earliest thinkers and advisors, who worked closely with Vitalik Buterin at Ethereum’s inception. $BTC $ETH $SOL

SamAlτcoin.eth ☀️

18,139 次观看 • 7 个月前

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.
1:45

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 次观看 • 2 年前

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.
0:41

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,304 次观看 • 1 年前

🚨 Massive Prep for Asset-Backed Currency Is Underway. The City of London Knows Something We Don’t. The City Of London isn’t just a financial district. It’s a separate jurisdiction, with its own police and financial authority, controlled by an elite global network that no government fully oversees… Every central bank, every currency and oil flow answers to them. The famous City Of London banker Lord Belgrave already warned about it months ago. Gold-Backed Money Is Replacing the Dollar Faster Than Anyone Expected! Banks and institutions are buying COMEX Gold options at $15,000 - $20,000 for December 2026. Bank of Korea just restarted GOLD purchases for the FIRST TIME since 2013, the latest nation quietly abandoning the dying greenback! Japan and South Korea, even after immense pressure from the US, started dumping dollar instead of US treasuries to save themselves. BoJ has also ramped up their gold reserves. The London Bullion Market Association was on the brink of collapse earlier due to the shortage of physical gold as compared to leveraged paper market trading. China’s central bank has stacked GOLD for 20 CONSECUTIVE MONTHS straight!! They even banned retail leveraged trading for gold countrywide. Russian and Chinese investors are flooding into U.S. tokenized markets on blockchain. China is also building a BRICS Payment system backed by Gold. The XRP Ledger RWA platform Trensik reported $1,000,000 in tokenized gold volume in a single day after China’s move. Paxos Gold on Ethereum also reported increased activity on tokenized gold. The global shift to ASSET-BACKED currencies is accelerating.
0:22

🚨 Massive Prep for Asset-Backed Currency Is Underway. The City of London Knows Something We Don’t. The City Of London isn’t just a financial district. It’s a separate jurisdiction, with its own police and financial authority, controlled by an elite global network that no government fully oversees… Every central bank, every currency and oil flow answers to them. The famous City Of London banker Lord Belgrave already warned about it months ago. Gold-Backed Money Is Replacing the Dollar Faster Than Anyone Expected! Banks and institutions are buying COMEX Gold options at $15,000 - $20,000 for December 2026. Bank of Korea just restarted GOLD purchases for the FIRST TIME since 2013, the latest nation quietly abandoning the dying greenback! Japan and South Korea, even after immense pressure from the US, started dumping dollar instead of US treasuries to save themselves. BoJ has also ramped up their gold reserves. The London Bullion Market Association was on the brink of collapse earlier due to the shortage of physical gold as compared to leveraged paper market trading. China’s central bank has stacked GOLD for 20 CONSECUTIVE MONTHS straight!! They even banned retail leveraged trading for gold countrywide. Russian and Chinese investors are flooding into U.S. tokenized markets on blockchain. China is also building a BRICS Payment system backed by Gold. The XRP Ledger RWA platform Trensik reported $1,000,000 in tokenized gold volume in a single day after China’s move. Paxos Gold on Ethereum also reported increased activity on tokenized gold. The global shift to ASSET-BACKED currencies is accelerating.

Stern Drew

67,728 次观看 • 8 天前

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.
2:48

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

SamAlτcoin.eth ☀️

62,101 次观看 • 1 个月前

The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇
24:19

The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇

Apyx

12,270 次观看 • 2 个月前

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.
0:57

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Stocks

895,363 次观看 • 2 个月前