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Franklin Templeton's Sandy Kaul says crypto's next rally will extend beyond Bitcoin to protocols building new infrastructure "The reason that we really did bring Chris and Seth on and have them working with Tony and our native crypto team at Franklin, is because we need to be able to... offer our clients the value that is being created." "As more of the world's economy is being rebuilt on crypto rails, people are going to need that exposure in their portfolio. It's the next growth area. Just like AI, when it came out, was a growth area and everyone needed AI exposure in their portfolio." "We truly believe that now everyone is going to need crypto exposure in their portfolios, and we are helping to educate people to understand that if you want to own the value a company is creating, you buy their stock." "I think the next big move we see in crypto is going to be much more broad-based. It's going to be more than just about what Bitcoin's fundamentals are." "It's going to be a much broader-based rally, where people want to have exposure to the protocols where we are actually building the new infrastructure."show more

The Wolf Of All Streets

1,083,125 subscribers

23,085 次观看 • 29 天前 •via X (Twitter)

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The Wolf Of All Streets 的头像

The Wolf Of All Streets29 天前

FT @FTDA_US's Sandy Kaul This clip is brought to you by @hodlwithLedn

Satoshi Drops 🪂 的头像

Satoshi Drops 🪂29 天前

Telling that a TradFi giant is hiring for the protocol layer, not just BTC exposure. If the next rally broadens, infra with real fees (stablecoin rails, tokenization, oracles) has the cleanest story. Narrative alone won't carry it this time.

Awakened NPC 的头像

Awakened NPC29 天前

@scottmelker time to acknowledge $QNT

Joseph 的头像

Joseph29 天前

brokers adding btc buttons and asset managers pitching protocols the same week money already moved, theyre just announcing it now

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Cathie Wood says ARK underwrites every name to a market multiple of 18-19x EBITDA in year five, and is stricter on valuation than most with a longer horizon "And our working assumption is that premium multiple is going to decay. It's going to compress during the next five years toward a market multiple." "And in fact, most of our analysis, the market's multiple has gone up. Most of our analysis is at 18, 19x EBITDA in the fifth year, even if we don't believe it's going to get there. We want to be conservative." "So our analysts and portfolio managers have to believe that the revenue growth and margin expansion these companies are going to enjoy over the next five years is going to overwhelm that compression in multiples." "So many people think, you know, we'll buy any technology company, no matter what. We probably are stricter in terms of valuation, but have a longer-term time horizon than most."

Cathie Wood says ARK underwrites every name to a market multiple of 18-19x EBITDA in year five, and is stricter on valuation than most with a longer horizon "And our working assumption is that premium multiple is going to decay. It's going to compress during the next five years toward a market multiple." "And in fact, most of our analysis, the market's multiple has gone up. Most of our analysis is at 18, 19x EBITDA in the fifth year, even if we don't believe it's going to get there. We want to be conservative." "So our analysts and portfolio managers have to believe that the revenue growth and margin expansion these companies are going to enjoy over the next five years is going to overwhelm that compression in multiples." "So many people think, you know, we'll buy any technology company, no matter what. We probably are stricter in terms of valuation, but have a longer-term time horizon than most."

Fireside Alpha

22,498 次观看 • 2 个月前

🚨 JD VANCE goes after Democrats like Tim Walz and Keith Ellison for saying that calling out fraud is just "political" "We think there has been $19 BILLION in fraud committed in the Minneapolis area. It's not just the American people being defrauded — It's the fact that the services we need to deliver to needy people are NOT getting delivered because they are going to fraudsters!" "There a program we have, where we try to help kids who have autism, Asperger's and so forth, sometimes they need a little extra help, somebody to sit with them after school, somebody to provide transportation to certain places. We have a program within Medicaid to ensure these needy kids get the resources they need." "We want everyone to work hard, play by the rules, but if we have a needy kid in our community, we are not going to let that person fall down on their own. All Americans are going to lift that kid up together. That is the amazing thing about our country."

🚨 JD VANCE goes after Democrats like Tim Walz and Keith Ellison for saying that calling out fraud is just "political" "We think there has been $19 BILLION in fraud committed in the Minneapolis area. It's not just the American people being defrauded — It's the fact that the services we need to deliver to needy people are NOT getting delivered because they are going to fraudsters!" "There a program we have, where we try to help kids who have autism, Asperger's and so forth, sometimes they need a little extra help, somebody to sit with them after school, somebody to provide transportation to certain places. We have a program within Medicaid to ensure these needy kids get the resources they need." "We want everyone to work hard, play by the rules, but if we have a needy kid in our community, we are not going to let that person fall down on their own. All Americans are going to lift that kid up together. That is the amazing thing about our country."

Nick Sortor

44,116 次观看 • 8 个月前

The Cryptocurrency World is paying more attention John Mcafee has explained the importance of Privacy Coins and made it very clear what was going to happen to Bitcoin Lots of panic and lots of people trying to work out what is going on People must realise we are not in normal times The world is about to be shown all corruption and in order for that to happen, the world must be paying attention There is a reason we are seeing Epstein, and a drop in the markets, we are going to learn about what use to take place on The dark web with bitcoin and trafficking All people have to go through the precipice in order to snap out of the matrix, and the crypto world/finance is a big area pulling more eyes onto what we are witnessing now #harrythesoulcoach #johnmcafee #bitcoin #darkweb #truth McAIfee John McAfee

The Cryptocurrency World is paying more attention John Mcafee has explained the importance of Privacy Coins and made it very clear what was going to happen to Bitcoin Lots of panic and lots of people trying to work out what is going on People must realise we are not in normal times The world is about to be shown all corruption and in order for that to happen, the world must be paying attention There is a reason we are seeing Epstein, and a drop in the markets, we are going to learn about what use to take place on The dark web with bitcoin and trafficking All people have to go through the precipice in order to snap out of the matrix, and the crypto world/finance is a big area pulling more eyes onto what we are witnessing now #harrythesoulcoach #johnmcafee #bitcoin #darkweb #truth McAIfee John McAfee

Harry The Soul Coach

108,162 次观看 • 11 个月前

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

The Wolf Of All Streets

34,368 次观看 • 1 个月前

Write a whitepaper, launch a token, do some marketing: that era is largely dead. Sunrise CEO Saeed Badreg says most onchain trading volume in the next 5 to 10 years won't come from crypto-native tokens "It's infrastructure for financial technology. If you want it to grow, you're not going to be trading 10,000 new tokens. People want to buy real things, real companies, companies that are generating value." "Some of them will be crypto companies. 100% that's going to happen. But not all of them will, and not the majority. I don't predict in the next five or 10 years the majority of trading volume onchain is crypto-native tokens. That doesn't make sense to me." "This is a picker's market. You have to pick the companies that you actually think are going to be here and actually have real sustainable businesses." "The previous world of just a whitepaper and release a token and do some marketing around it, I think that's largely dead. People are more sophisticated now and they want to trade real stuff." "Whether it's crypto, whether it's real estate, whether it's equities, whether it's commodities, whatever they're trading, they want it to be real."

Write a whitepaper, launch a token, do some marketing: that era is largely dead. Sunrise CEO Saeed Badreg says most onchain trading volume in the next 5 to 10 years won't come from crypto-native tokens "It's infrastructure for financial technology. If you want it to grow, you're not going to be trading 10,000 new tokens. People want to buy real things, real companies, companies that are generating value." "Some of them will be crypto companies. 100% that's going to happen. But not all of them will, and not the majority. I don't predict in the next five or 10 years the majority of trading volume onchain is crypto-native tokens. That doesn't make sense to me." "This is a picker's market. You have to pick the companies that you actually think are going to be here and actually have real sustainable businesses." "The previous world of just a whitepaper and release a token and do some marketing around it, I think that's largely dead. People are more sophisticated now and they want to trade real stuff." "Whether it's crypto, whether it's real estate, whether it's equities, whether it's commodities, whatever they're trading, they want it to be real."

The Wolf Of All Streets

22,089 次观看 • 7 天前

The k-shaped crypto recovery thesis articulated by Cobie "You have to detach that memecoins aren't going up or governance tokens aren't going up. It feels depressing because you can't get exposure to things that are good. Even I can't get exposure to the things that are good. But there's a societal bull case for crypto enabling alot of stuff. And if crypto does enable alot of this stuff as more & more capital comes on chain. It's inevitable that we have another season of euphoria and fun... The more capital that comes onchain, the more & more inevitable that appears to be."

The k-shaped crypto recovery thesis articulated by Cobie "You have to detach that memecoins aren't going up or governance tokens aren't going up. It feels depressing because you can't get exposure to things that are good. Even I can't get exposure to the things that are good. But there's a societal bull case for crypto enabling alot of stuff. And if crypto does enable alot of this stuff as more & more capital comes on chain. It's inevitable that we have another season of euphoria and fun... The more capital that comes onchain, the more & more inevitable that appears to be."

Luke Martin

111,916 次观看 • 6 个月前

"People claim that users don't ultimately care about privacy. That may be true when it comes to some of the more incidental data about their lives. But I don't believe it is true when it comes to finance." on why crypto needs privacy to become mainstream: "In order for crypto to actually become mainstream and to be used for real applications, it's going to have to have privacy. People will care that their salary is not visible to everyone. They will care that the transactions they make online are not visible to everyone."

"People claim that users don't ultimately care about privacy. That may be true when it comes to some of the more incidental data about their lives. But I don't believe it is true when it comes to finance." on why crypto needs privacy to become mainstream: "In order for crypto to actually become mainstream and to be used for real applications, it's going to have to have privacy. People will care that their salary is not visible to everyone. They will care that the transactions they make online are not visible to everyone."

a16z crypto

13,321 次观看 • 7 个月前

🗣️ Mikel Arteta on working to sign more players: "We are really active, trying to improve and evolve the team. That’s clear. We expect movements in the next few weeks, obviously, because we want to get better like anybody else. "You can see the transfer market and what our opponents are doing. We won’t sit still, and we are very ambitious about what we want to do." 🗣️ On the importance of building a better squad: "The margins are very small, and we want to get better because the level is going to increase. We need to increase the competition internally. "We need to make sure that we are identifying the things that we don’t have in the team so that we can create bigger margins. That’s the way we have to think."

🗣️ Mikel Arteta on working to sign more players: "We are really active, trying to improve and evolve the team. That’s clear. We expect movements in the next few weeks, obviously, because we want to get better like anybody else. "You can see the transfer market and what our opponents are doing. We won’t sit still, and we are very ambitious about what we want to do." 🗣️ On the importance of building a better squad: "The margins are very small, and we want to get better because the level is going to increase. We need to increase the competition internally. "We need to make sure that we are identifying the things that we don’t have in the team so that we can create bigger margins. That’s the way we have to think."

Connor Humm

64,366 次观看 • 3 个月前

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

12,367 次观看 • 4 个月前

Sam Altman reveals AI models capable of inventing new materials and turbine designs for energy companies are "just a few months old" “As excited as I am about enabling people to be able to do more and be more productive, I’m even more excited for what’s beginning to happen with AI and discovery." "In the last few months, we have seen AI begin to solve math problems that people have been unable to solve. We are benefiting from new knowledge as a society, as humanity, that we didn’t have before because AI is now so smart and so capable that we can get this." "And that same technology is going to apply to every field of science and it’s going to apply to the complex problems that you all face to produce and deliver the energy the world depends on." "And the ability for an energy company to say, I need to produce more energy more efficiently, and maybe that’ll need new materials, maybe that’ll need new turbine designs, maybe that’ll need better operations, but whatever that is, to ask a sophisticated AI system to figure this out, I think is going to transform the abundance and efficiency of energy for the world." "And the models that we have now are capable of this for the first time. This is really just a few months old.”

Sam Altman reveals AI models capable of inventing new materials and turbine designs for energy companies are "just a few months old" “As excited as I am about enabling people to be able to do more and be more productive, I’m even more excited for what’s beginning to happen with AI and discovery." "In the last few months, we have seen AI begin to solve math problems that people have been unable to solve. We are benefiting from new knowledge as a society, as humanity, that we didn’t have before because AI is now so smart and so capable that we can get this." "And that same technology is going to apply to every field of science and it’s going to apply to the complex problems that you all face to produce and deliver the energy the world depends on." "And the ability for an energy company to say, I need to produce more energy more efficiently, and maybe that’ll need new materials, maybe that’ll need new turbine designs, maybe that’ll need better operations, but whatever that is, to ask a sophisticated AI system to figure this out, I think is going to transform the abundance and efficiency of energy for the world." "And the models that we have now are capable of this for the first time. This is really just a few months old.”

Fireside Alpha

63,766 次观看 • 12 天前

[WATCH] NOBODY IS TALKING ABOUT THE DA MANIFESTO The ANC is going to run a positive campaign and if we see their espionage tactics are going too far our team will take the necessary steps with the IEC. They took pictures in the morning thinking it’s going to be empty but it was packed. They thought our rally was going to be a finalised and it wasn’t. Our campaign is positive and we going to win, we are not going to tell lies to our people. #VoteANC

[WATCH] NOBODY IS TALKING ABOUT THE DA MANIFESTO The ANC is going to run a positive campaign and if we see their espionage tactics are going too far our team will take the necessary steps with the IEC. They took pictures in the morning thinking it’s going to be empty but it was packed. They thought our rally was going to be a finalised and it wasn’t. Our campaign is positive and we going to win, we are not going to tell lies to our people. #VoteANC

ANC SECRETARY GENERAL | Fikile Mbalula

21,548 次观看 • 2 个月前

🚨Governor DeSantis says people are realizing how much Artificial Intelligence SUCKS and want nothing to do with it! “Artificial intelligence has become VERY unpopular. You remember like a year ago everyone said ‘oh you know AI it's we got to go all in you know we just need to do all this’. Now people are seeing some of the SLOP that's being created and they're like well wait a minute is that the world we want to live in? You’re saying that this is somehow good because it's going to take away people's jobs? Is that really good? You want to subsidize that? I don't think people want to subsidize it.”

🚨Governor DeSantis says people are realizing how much Artificial Intelligence SUCKS and want nothing to do with it! “Artificial intelligence has become VERY unpopular. You remember like a year ago everyone said ‘oh you know AI it's we got to go all in you know we just need to do all this’. Now people are seeing some of the SLOP that's being created and they're like well wait a minute is that the world we want to live in? You’re saying that this is somehow good because it's going to take away people's jobs? Is that really good? You want to subsidize that? I don't think people want to subsidize it.”

Chris Nelson 🏝️🇺🇸

196,788 次观看 • 7 个月前

The Democrats’ plans for AI could create a major national security threat, Carol Roth explains: “If you look at primarily what the AIs are trying to do, a lot of them are trying to hack… if you have the Chinas and the Russias and the other countries out there developing AI that are trying to hack into our financial system, our energy grid, everything that we operate on as a country… we’re in a place where we need to be investing at a minimum, if nothing else, to be able to counter those hackers. If you stop the development and you don’t let us lead AI, then what’s going to happen to our banking system? What’s going to happen to our grid? Look at what happened in France with just grocery stores that were connected to the internet. We need to have that leading development. Just in terms of the biggest driver of growth, the reason we haven’t had a recession, the reason why the GDP is being projected at 3.4% or more in the final quarter of the year is because of the investment and the capital that’s being made in and around AI. So the ‘good’ outcome is that the economy ends up in a recession. The bad outcome is that China takes over everything and we have a massive, massive cyber issue.”

The Democrats’ plans for AI could create a major national security threat, Carol Roth explains: “If you look at primarily what the AIs are trying to do, a lot of them are trying to hack… if you have the Chinas and the Russias and the other countries out there developing AI that are trying to hack into our financial system, our energy grid, everything that we operate on as a country… we’re in a place where we need to be investing at a minimum, if nothing else, to be able to counter those hackers. If you stop the development and you don’t let us lead AI, then what’s going to happen to our banking system? What’s going to happen to our grid? Look at what happened in France with just grocery stores that were connected to the internet. We need to have that leading development. Just in terms of the biggest driver of growth, the reason we haven’t had a recession, the reason why the GDP is being projected at 3.4% or more in the final quarter of the year is because of the investment and the capital that’s being made in and around AI. So the ‘good’ outcome is that the economy ends up in a recession. The bad outcome is that China takes over everything and we have a massive, massive cyber issue.”

Glenn Beck

48,682 次观看 • 2 天前

"In the old era, to capture growth you needed to buy the equity of the companies driving the growth. In the new era, you need to buy the tokens and cryptocurrencies of the platforms and networks driving growth" Sandy Kaul, Head of Digital Assets at Franklin Templeton, on why they are launching Franklin Crypto "That's why we are launching Franklin Crypto, and that's why we are managing these active portfolios of multiple tokens" "That's why this is one of the biggest opportunities we've seen in our lifetime"

"In the old era, to capture growth you needed to buy the equity of the companies driving the growth. In the new era, you need to buy the tokens and cryptocurrencies of the platforms and networks driving growth" Sandy Kaul, Head of Digital Assets at Franklin Templeton, on why they are launching Franklin Crypto "That's why we are launching Franklin Crypto, and that's why we are managing these active portfolios of multiple tokens" "That's why this is one of the biggest opportunities we've seen in our lifetime"

The Wolf Of All Streets

22,606 次观看 • 3 个月前

JUST IN: TOM LEE JUST WARNED ON NATIONAL TV THAT EVERYONE NOT BUYING #BITCOIN AND CRYPTO RIGHT NOW WILL MISS OUT ON "PARABOLIC" GAINS A MASSIVE WAVE OF CRYPTO ADOPTERS IS ABOUT TO COME ONLINE "EVERY ASSET IS GOING TO BE BUILT ON A CRYPTO RAIL" IT'S GOING TO BE "SLOW AND THEN SUDDEN" HERE WE GO 🚀

JUST IN: TOM LEE JUST WARNED ON NATIONAL TV THAT EVERYONE NOT BUYING #BITCOIN AND CRYPTO RIGHT NOW WILL MISS OUT ON "PARABOLIC" GAINS A MASSIVE WAVE OF CRYPTO ADOPTERS IS ABOUT TO COME ONLINE "EVERY ASSET IS GOING TO BE BUILT ON A CRYPTO RAIL" IT'S GOING TO BE "SLOW AND THEN SUDDEN" HERE WE GO 🚀

The Bitcoin Historian

841,982 次观看 • 4 个月前

Tony Blair, "By force of events, Britain and Europe have cooperated more together in the last weeks than the past year" "By the middle of this century you're going to have three superpowers, America, China and India" "The question for Europe is simple. Can we get our act together to sit at that table on equal terms?" "If we can't sit at that table on equal terms, the three giants are going to do what they want without us" "What matters to be at that table? You need an economy that's strong enough; in the technology sector. That's going to be a big determinant in the future" "You're going to have military capability" "And political cohesion to carry the positions you want" "If we want to be powerful enough, in an era where otherwise these powers are going to dominate" "If you don't carry something to the table, the giants tend to sit on everyone else, which is what giants do" "So if you don't want them to sit on you, you have to be big enough so that they can't" #RejoinEU

Tony Blair, "By force of events, Britain and Europe have cooperated more together in the last weeks than the past year" "By the middle of this century you're going to have three superpowers, America, China and India" "The question for Europe is simple. Can we get our act together to sit at that table on equal terms?" "If we can't sit at that table on equal terms, the three giants are going to do what they want without us" "What matters to be at that table? You need an economy that's strong enough; in the technology sector. That's going to be a big determinant in the future" "You're going to have military capability" "And political cohesion to carry the positions you want" "If we want to be powerful enough, in an era where otherwise these powers are going to dominate" "If you don't carry something to the table, the giants tend to sit on everyone else, which is what giants do" "So if you don't want them to sit on you, you have to be big enough so that they can't" #RejoinEU

Farrukh

58,900 次观看 • 1 年前

"The benefit of Benchmark is, we don't invest in categories, we invest in people." Everett Randle says Benchmark's strategy is " all based on the founder." "There's zero thought to, 'This is going to be a big category.'" "It's that this is an unbelievable entrepreneur that is going to put their energy to an idea that they've convinced us is really, really interesting." "When you focus and have your strategy around that—great entrepreneurs are always in style."

"The benefit of Benchmark is, we don't invest in categories, we invest in people." Everett Randle says Benchmark's strategy is " all based on the founder." "There's zero thought to, 'This is going to be a big category.'" "It's that this is an unbelievable entrepreneur that is going to put their energy to an idea that they've convinced us is really, really interesting." "When you focus and have your strategy around that—great entrepreneurs are always in style."

Molly O’Shea

236,802 次观看 • 4 个月前