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Bloomberg Intelligence's senior crypto market structure analyst Dushyant Shahrawat explains why the S&P Dow Jones new crypto index won't include Bitcoin: "Ethereum, Tron chain, Binance coin, Cardano... yes they are tokens but they are development platforms in which other commercial business are built. So you can evaluate them as...

67,587 просмотров • 2 месяцев назад •via X (Twitter)

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Nearly 1 MILLION new tokens were launched on just Base in the last month alone. Today the major sectors in crypto include: -Defi -Layer 2’s -Crypto AI -SocialFi -Crypto Gaming -DePIN -DeSci -GambleFi -Memecoins -Stablecoins -RWA’s -NFT’s -BRC-20 & Bitcoin Layer 2’s -Restaking -Privacy -Interoperability And tons more It’s an understatement to say it’s near impossible to keep up. In a world of endless amounts of tokens, how does the average retail investor choose what to invest into? IMO we'll see the same thing happen we already see in the traditional markets: Crypto Index funds that allow investors exposure to a narrative or theme without the need to know which individual tokens to buy. Imagine: -Crypto AI index -DePIN index -Crypto Gaming Index Etc. Currently the leader in this sector is Index Coop. However the problem has been up until recently they’ve struggled to launch new index’s due to issues around bootstrapping liquidity. It’s an age old problem in crypto. Last cycle projects tried to solve it with attractive APY’s. However this lead to token dilution. This cycle projects use airdrops to incentive early users. Same problem though, you eventually run out of tokens. This is where Index Coop’s PRT’s come in and why they’re so genius. They essentially allow for UNLIMITED airdrops to incentive liquidity for every new index launched. But they’re so much more than just that. I was able to dive into PRT’s and why they’re an absolute game changer for Index Coop with their creator Anthony Bowman. Full episode below👇🏻

Jesse Eckel

12,257 просмотров • 2 лет назад

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇

Steven Lubka ☀️

29,287 просмотров • 1 год назад

Why the S&P 500 Will Be Forced To Buy Bitcoin In this Swan Bitcoin presentation, Adam Livingston explains why passive index mechanics will force the S&P 500 to ingest Bitcoin exposure the moment Strategy qualifies for inclusion. This is not about taste or ideology, it is about rules, float, weights, and the blind math of passive flows. When the index updates the list, trillions in benchmark trackers and benchmark huggers follow, which pipes Bitcoin exposure into every 401k and pension that hugs the S&P. You will learn: - The exact checklist for S&P 500 inclusion and how Strategy now clears it - How passive funds like SPY and VOO are compelled to buy new entrants, not asked - Why a small initial weight can still trigger billions in forced purchases - How spot Bitcoin ETFs amplify the same flows with daily rebalancing - The reflexive loop that forms when Bitcoin rises, Strategy’s weight rises, and passive capital buys again - Real world proofs from prior inclusions that show how fast the index effect hits - Why miners, exchanges, and Bitcoin treasury companies create a second order wave of exposure - Why this is inevitability, not opinion Who this is for: - Finance pros who want the plumbing, not the memes - Bitcoiners who need a clean, shareable explanation for skeptics - CIOs, advisors, and analysts who live and die by benchmark risk Why it matters: - The passive system cannot ignore Bitcoin once the rules are triggered - Index mechanics will distribute Bitcoin exposure across global portfolios by default

Swan

26,400 просмотров • 1 год назад

🚨 #SidraFamily — An Important Point About SidraStart That We Should Understand Many people in the community still look at SidraStart mainly from the perspective of crypto, tokens, payments and listing. But an important point explained by Dr. Mohammed Aljefairi in an earlier video gives us a different perspective on how SidraStart projects are expected to approach business. His message was simple: > Don't build your business around crypto payments. Build a real business first. If you are building a project through SidraStart, your first focus should be: 🔹 What problem does your business solve? 🔹 Who are your customers? 🔹 What is your business model? 🔹 How will the company generate revenue? 🔹 How can the business grow locally and internationally? 🔹 What is the investment/equity structure? Crypto should not necessarily be the foundation of the business. For example, a project operating in Nigeria can accept NGN. A project operating in Qatar can accept QAR. An international business can use USD. The business does not have to wait for crypto payments or an SDA listing before it can start operating. 💡 So what is the role of SidraChain? The blockchain can become an additional infrastructure layer that provides utility when the regulatory environment, payment infrastructure and ecosystem are ready. This is why Dr. Mohammed also discussed the possibility of providing payment gateways that allow SidraStart projects to receive payments in currencies such as USD or QAR, rather than forcing every business to depend on cryptocurrency payments. This is a very important distinction: SidraStart is not simply: Project → Token → Crypto Payment → Listing. It is closer to: Real Business → Real Customers → Business Model → Revenue → Investment/Equity → Payment Infrastructure → Blockchain/Token Utility → Global Expansion. 🌍 Why does this matter? Because SidraStart is supposed to connect real businesses with a wider ecosystem, not simply create more tokens. A strong project should be able to survive because its business is valuable, not only because its token is tradable. And when crypto regulation, payment infrastructure and the wider ecosystem become ready, projects can integrate those capabilities according to the rules of their respective countries. This also explains why the role of partners can be important. Partners can help identify local businesses, introduce them to SidraStart, educate them about the process and support their onboarding, while the appropriate SidraStart/Core Team process handles evaluation and approval. So, even though this video is not new, I believe the message is still very relevant today because many people are still misunderstanding what SidraStart is trying to achieve. Don't wait for crypto to build your business. Build the business first. Let the ecosystem, regulations and payment infrastructure develop alongside it. That is a much bigger vision than simply waiting for a token listing. SidraChain محمد الجفيري Sidra CT #SidraChain #SidraFamily #SidraStart #SDA #Blockchain #FinTech #Web3 #RealWorldUtility #DigitalFinance

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18,478 просмотров • 1 месяц назад