Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

This is why institutional investors remain optimistic on crypto despite the recent volatility.😶‍🌫️ This cycle is fundamentally different.💯 In prior cycles, prices led and adoption followed. That sequence has now inverted.🔄 Massive levels of institutional adoption are accelerating behind the scenes across digital assets. More adoption in depth, infrastructure,... and institutional integration than has ever occurred in the asset class history. However, prices are lagging these foundational developments.🔻 This lag does not signal a flaw in the market or the thesis.🙇‍♂️ It represents a temporary disconnect between on chain fundamentals and market pricing that will not persist. It is a window of opportunity that sophisticated capital explicitly recognizes and is positioning for.⏰ Those who identify this mismatch between surface level price action and structural progress will be disproportionately rewarded as the convergence unfolds.🔑 The eventual catch up between prices and these entrenched fundamentals is what will decisively reshape perceptions of digital assets from speculative to essential infrastructure.📈 Listen.👇 Warning: very bullish clip 😉💨show more

SMQKE

93,062 subscribers

127,820 views • 3 months ago •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

26 Comments

Mr. Man3 months ago

😮‍💨 What an exhaustive list of good news.

ISO Anon3 months ago

Incredible clip!

Gina3 months ago

So well written SMQKE. You are a force in this space. Thank you for all you do. 💜

Random Post X3 months ago

I learned more here with you than Babacugs post 😀

🇬🇧 ChartNerd 📊3 months ago

Amazing post/breakdown 🔥

Dave F3 months ago

Interesting stuff brother 👊🫡

Misty3 months ago

Is that crypto dad Chris Giancarlo speaking? Great find.

SMQKE3 months ago

DACFP’s Ric Edelman

Misty3 months ago

He’s always so good. Thanks man.

NOT ME !3 months ago

Amazing work 🫡

Faith Over Fitness3 months ago

Beautifully put! 🙏🔥💪

SimpleSimon3 months ago

Awesome 👍👍 I think this is what most people need right now . Ignore the charts and believe in the years of research most have done and the conviction based of what's about to be unleashed we are not bullish enough ;-)

MarkJ3 months ago

Meanwhile, prices keep falling, and we're hearing chatter that 99% of today's cryptos won't even exist by 2030... 🙄

HexP823 months ago

@APEXCONSULTNFA @gronk Who is this speaking

Matt Fritz3 months ago

The DTCC is tokenzing stocks as we speak and people are still bearish 🤷‍♂️

Ric Vasquez3 months ago

The adoption is already here - prices just haven't gotten the memo yet.

mirk-0073 months ago

Good find SMQKE!

Zine Scene3 months ago

No thanks !!!!!!

XRP BRIDGE ASSET3 months ago

Great one

•.•.•.•.•3 months ago

NFA but would you say XRP, XLM and HBAR are in the best positions currently?

Bojan3 months ago

if adoption really leads price now, the bottom looks boring instead of violent. a slow grind nobody screenshots, not the capitulation wick.

pacman-in-oz3 months ago

According to this guy, there’s only 3 cryptos 🤣

speed⚡️metal3 months ago

It is concerning everything I’ve read so far mentions institutions like Goldman Sachs and Morgan & Stanley backing Ethereum, Polygon, Canton, and Hyperledger. No mention at all of the XRPL.

@signature203 months ago

Ok. But how much does that make whatever blockchain they use worth??

Gov3 months ago

@StaciW_DC ??

B3averDawg3 months ago

@CharuSan83 Check this out bro, if you haven’t already.

Related Videos

Institutional Documentation Breakdown of Why XRP Will Lead This Upcoming Altcoin Season 👇 Altcoin Season: When BTC/ETH prices start to correct after breaking ATHs, liquidity begins to rotate into cheaper altcoins, providing even greater returns than BTC/ETH 💨 This first-of-its-kind analysis abundantly illustrates the institutional perspective of altcoin season and how institutional capital will flow into crypto tokens like XRP 🎯 This is the information that matters ✅ These are the connections that retail investors may overlook, but this is truly the bigger picture for the crypto market. Institutions are going to radically change the prices of these blue-chip digital assets. Understanding these concepts puts you ahead of the herd of retail investors yet to arrive in the market. Having this information will be vital in this bull cycle. I can promise you that. Without accessing high-level documentation and seeing the game plan of the movers and shakers of the financial system, you will miss these semi-obvious opportunities 💯 Research is key 🔑

Institutional Documentation Breakdown of Why XRP Will Lead This Upcoming Altcoin Season 👇 Altcoin Season: When BTC/ETH prices start to correct after breaking ATHs, liquidity begins to rotate into cheaper altcoins, providing even greater returns than BTC/ETH 💨 This first-of-its-kind analysis abundantly illustrates the institutional perspective of altcoin season and how institutional capital will flow into crypto tokens like XRP 🎯 This is the information that matters ✅ These are the connections that retail investors may overlook, but this is truly the bigger picture for the crypto market. Institutions are going to radically change the prices of these blue-chip digital assets. Understanding these concepts puts you ahead of the herd of retail investors yet to arrive in the market. Having this information will be vital in this bull cycle. I can promise you that. Without accessing high-level documentation and seeing the game plan of the movers and shakers of the financial system, you will miss these semi-obvious opportunities 💯 Research is key 🔑

SMQKE

118,474 views • 2 years ago

‼️FIREBLOCKS: INSTITUTIONAL CRYPTO ADOPTION IS HAPPENING WITH OR WITHOUT THE CLARITY ACT‼️ Most people are watching Polymarket odds to decide whether the Clarity Act will pass or fail.🙇‍♂️ Institutional investors are not reacting the same way. According to Fireblocks, institutional capital entering crypto is NOT slowing down despite the massive swings in Polymarket data.💯 They also confirmed that the current regulatory environment is not driving institutional liquidity or innovation offshore.🎯 Large traditional finance firms are continuing to build digital asset infrastructure in the United States.✅ Institutional capital is increasingly comfortable building on blockchain rails in the U.S BEFORE the Clarity Act reaches final passage.😏💨 Listen closely.👇

‼️FIREBLOCKS: INSTITUTIONAL CRYPTO ADOPTION IS HAPPENING WITH OR WITHOUT THE CLARITY ACT‼️ Most people are watching Polymarket odds to decide whether the Clarity Act will pass or fail.🙇‍♂️ Institutional investors are not reacting the same way. According to Fireblocks, institutional capital entering crypto is NOT slowing down despite the massive swings in Polymarket data.💯 They also confirmed that the current regulatory environment is not driving institutional liquidity or innovation offshore.🎯 Large traditional finance firms are continuing to build digital asset infrastructure in the United States.✅ Institutional capital is increasingly comfortable building on blockchain rails in the U.S BEFORE the Clarity Act reaches final passage.😏💨 Listen closely.👇

SMQKE

194,779 views • 2 months ago

‼️BITWISE: THIS EXACT MOMENT IS THE MOST BULLISH CRYPTO HAS EVER BEEN‼️ “One of the largest banks in the world stated they need to go from 0 to 500 miles an hour on crypto”📈 “Banks have NEVER gone from 0 to 500 miles an hour on ANYTHING”☝️ “Another bank has issued a 100 day deadline for management teams to create a crypto road map”⏰ Banks understand the moment we’re in with digital assets.💯 They’re moving quickly and with urgency.💨 This is why institutional investors are more bullish on crypto than retail.🔑 The data each side takes in is drastically different.📊 Institutions aren’t getting lost in social media narratives.🚫 They’re listening to the market participants who will actually MOVE THE MARKET.🌊 Watch.🍿 (Spoiler: this is a very bullish clip) 😶‍🌫️

‼️BITWISE: THIS EXACT MOMENT IS THE MOST BULLISH CRYPTO HAS EVER BEEN‼️ “One of the largest banks in the world stated they need to go from 0 to 500 miles an hour on crypto”📈 “Banks have NEVER gone from 0 to 500 miles an hour on ANYTHING”☝️ “Another bank has issued a 100 day deadline for management teams to create a crypto road map”⏰ Banks understand the moment we’re in with digital assets.💯 They’re moving quickly and with urgency.💨 This is why institutional investors are more bullish on crypto than retail.🔑 The data each side takes in is drastically different.📊 Institutions aren’t getting lost in social media narratives.🚫 They’re listening to the market participants who will actually MOVE THE MARKET.🌊 Watch.🍿 (Spoiler: this is a very bullish clip) 😶‍🌫️

SMQKE

144,191 views • 5 months ago

Maple Finance co-founder Sid Powell 🥞: "We're in a market regime where everyone is very depressed about the prices of assets... There's a lot of pessimism... But the actual underlying traction is very good... the level of adoption is actually growing much faster than people appreciate... Right now, capital formation- and prices- is actually well below adoption, but I think prices will catch up again." This is from an absolutely fantastic interview that Sid recently did with Stefano Sanabria from Alea Research that sort of slipped under the radar a bit, but was particularly noteworthy imho... There's a bunch of excellent segments in it but the one embedded below is on this current disconnect that we are all witnessing in crypto... Obviously we are deep in the recesses of goblintown right now and I think Sid is 100% right that this price action does not match the fundamentals... And I think this is more true in defi than in any other area of crypto. You have a whole bunch of blue-chip defi protocols that are utterly revolutionizing the financial landscape and who are building with a decades-long vision in mind and really legitimately moving the ball down the field in terms of blockchain's subsuming of tradfi rails. Stuff like Aave, Pendle, Hyperliquid, Maple itself, and a bunch of others... The pathological bear'ism affecting markets right now is 100% misaligned with the above reality, and I think this discorrelation will violently correct sometime this year (most likely once rates get dropped following Warsh replacing Powell in May). So yeah, absolutely fantastic interview and I wanted to clip a few of the highlights and encourage you to watch the whole thing, so will do so below and then provide the link to the full version of it 💪

Maple Finance co-founder Sid Powell 🥞: "We're in a market regime where everyone is very depressed about the prices of assets... There's a lot of pessimism... But the actual underlying traction is very good... the level of adoption is actually growing much faster than people appreciate... Right now, capital formation- and prices- is actually well below adoption, but I think prices will catch up again." This is from an absolutely fantastic interview that Sid recently did with Stefano Sanabria from Alea Research that sort of slipped under the radar a bit, but was particularly noteworthy imho... There's a bunch of excellent segments in it but the one embedded below is on this current disconnect that we are all witnessing in crypto... Obviously we are deep in the recesses of goblintown right now and I think Sid is 100% right that this price action does not match the fundamentals... And I think this is more true in defi than in any other area of crypto. You have a whole bunch of blue-chip defi protocols that are utterly revolutionizing the financial landscape and who are building with a decades-long vision in mind and really legitimately moving the ball down the field in terms of blockchain's subsuming of tradfi rails. Stuff like Aave, Pendle, Hyperliquid, Maple itself, and a bunch of others... The pathological bear'ism affecting markets right now is 100% misaligned with the above reality, and I think this discorrelation will violently correct sometime this year (most likely once rates get dropped following Warsh replacing Powell in May). So yeah, absolutely fantastic interview and I wanted to clip a few of the highlights and encourage you to watch the whole thing, so will do so below and then provide the link to the full version of it 💪

rektdiomedes

16,680 views • 8 months ago

🌐 2026 Digital Asset Outlook | Dawn of the Institutional Era In our latest Genfinity interview with Grayscale Head of Product and Research Rayhaneh Sharif-Askary, the discussion focused on how digital assets are entering a structurally different phase of adoption. A core theme was the weakening relevance of the four-year cycle narrative. Historically, crypto drawdowns were driven by macro shocks, not an internal clock. China’s banking restrictions in 2014. Global tightening and regulatory pressure in 2018. Liquidity reversal, inflation, and systemic deleveraging in 2022. Crypto traded like other risk assets because it is a risk asset. What has changed is the market foundation. ETF access has opened the advisory and wealth management channel. Institutional-grade custody exists. Regulatory clarity is improving rather than constricting. As a result, the conversation has shifted from whether digital assets belong in portfolios to how exposure should be constructed. Bitcoin is increasingly viewed as a macro asset and store of value within that framework. Infrastructure protocols such as Chainlink were highlighted for solving a fundamental constraint. Blockchains cannot access real-world data on their own. Chainlink provides that connectivity layer, with visible on-chain usage, interoperability across networks, and integration with traditional financial infrastructure. For institutions, that translates into picks-and-shovels exposure tied to real economic activity. Solana was discussed from a usage-first perspective. High throughput, low and predictable costs, strong developer activity, growing stablecoin flows, and real transaction volume. From Grayscale’s viewpoint, Solana’s relevance shows up in how people actually use the network and in the demand coming from retail, wealth, and institutional channels, including ETF and staking products. Another clear signal of maturity is the decline of tribalism. As access becomes standardized through ETFs, exposure management replaces ecosystem loyalty. Investors are no longer choosing a single chain. They are allocating across stores of value, infrastructure layers, and income-producing assets within one asset class. The outlook discussed was bullish, but not speculative. Improving regulation. Broader access. Institutional demand. Yield through staking. Tokenization and infrastructure moving from concept to execution. This interview was not about timing markets. It was about recognizing that digital assets are no longer operating outside the financial system. They are being integrated into it. The institutional era of digital assets is upon us. Grayscale rayhaneh Full Interview:

🌐 2026 Digital Asset Outlook | Dawn of the Institutional Era In our latest Genfinity interview with Grayscale Head of Product and Research Rayhaneh Sharif-Askary, the discussion focused on how digital assets are entering a structurally different phase of adoption. A core theme was the weakening relevance of the four-year cycle narrative. Historically, crypto drawdowns were driven by macro shocks, not an internal clock. China’s banking restrictions in 2014. Global tightening and regulatory pressure in 2018. Liquidity reversal, inflation, and systemic deleveraging in 2022. Crypto traded like other risk assets because it is a risk asset. What has changed is the market foundation. ETF access has opened the advisory and wealth management channel. Institutional-grade custody exists. Regulatory clarity is improving rather than constricting. As a result, the conversation has shifted from whether digital assets belong in portfolios to how exposure should be constructed. Bitcoin is increasingly viewed as a macro asset and store of value within that framework. Infrastructure protocols such as Chainlink were highlighted for solving a fundamental constraint. Blockchains cannot access real-world data on their own. Chainlink provides that connectivity layer, with visible on-chain usage, interoperability across networks, and integration with traditional financial infrastructure. For institutions, that translates into picks-and-shovels exposure tied to real economic activity. Solana was discussed from a usage-first perspective. High throughput, low and predictable costs, strong developer activity, growing stablecoin flows, and real transaction volume. From Grayscale’s viewpoint, Solana’s relevance shows up in how people actually use the network and in the demand coming from retail, wealth, and institutional channels, including ETF and staking products. Another clear signal of maturity is the decline of tribalism. As access becomes standardized through ETFs, exposure management replaces ecosystem loyalty. Investors are no longer choosing a single chain. They are allocating across stores of value, infrastructure layers, and income-producing assets within one asset class. The outlook discussed was bullish, but not speculative. Improving regulation. Broader access. Institutional demand. Yield through staking. Tokenization and infrastructure moving from concept to execution. This interview was not about timing markets. It was about recognizing that digital assets are no longer operating outside the financial system. They are being integrated into it. The institutional era of digital assets is upon us. Grayscale rayhaneh Full Interview:

Generation Infinity

113,360 views • 9 months ago

‼️ JP MORGAN IS PAYING ATTENTION TO SOCIAL MEDIA ACCOUNTS THAT MENTION ISO 20022 AND CRYPTO ‼️ J.P. Morgan, the largest commercial bank in the world, recently revealed in a webinar that they are monitoring social media discussions linking ISO 20022 to opportunities in crypto.🔑 Listen closely and decide for yourself—does their tone downplay the significance of ISO 20022 crypto assets, or do they have a clear economic interest in its adoption?🙇‍♂️ It’s worth noting that J.P. Morgan has publicly expressed bullishness on digital assets for 2025 and has made substantial investments in ISO 20022 initiatives.💯 While many dismiss the connection between crypto and ISO 20022, banks like J.P. Morgan are quietly signaling that it is far more significant than just a messaging standard.🎯 This represents a generational investment opportunity.🔒 These are the true thoughts of smart money.💎 👇

‼️ JP MORGAN IS PAYING ATTENTION TO SOCIAL MEDIA ACCOUNTS THAT MENTION ISO 20022 AND CRYPTO ‼️ J.P. Morgan, the largest commercial bank in the world, recently revealed in a webinar that they are monitoring social media discussions linking ISO 20022 to opportunities in crypto.🔑 Listen closely and decide for yourself—does their tone downplay the significance of ISO 20022 crypto assets, or do they have a clear economic interest in its adoption?🙇‍♂️ It’s worth noting that J.P. Morgan has publicly expressed bullishness on digital assets for 2025 and has made substantial investments in ISO 20022 initiatives.💯 While many dismiss the connection between crypto and ISO 20022, banks like J.P. Morgan are quietly signaling that it is far more significant than just a messaging standard.🎯 This represents a generational investment opportunity.🔒 These are the true thoughts of smart money.💎 👇

SMQKE

100,610 views • 1 year ago

How much capital should an AI agent be allowed to move before a human has to intervene? That question is becoming less theoretical. Three developments are beginning to converge: financial assets are moving onchain, transaction rules are becoming enforceable through code, and AI systems are becoming capable of acting on increasingly complex financial instructions. The opportunity is clear. So is the risk. Matthew from Ethereum Institutional joined us to discuss where institutions should draw the boundary between automation and control, how permissioned assets change that equation, and why the next phase of institutional adoption may depend as much on governance as on intelligence. Watch the conversation 👇

How much capital should an AI agent be allowed to move before a human has to intervene? That question is becoming less theoretical. Three developments are beginning to converge: financial assets are moving onchain, transaction rules are becoming enforceable through code, and AI systems are becoming capable of acting on increasingly complex financial instructions. The opportunity is clear. So is the risk. Matthew from Ethereum Institutional joined us to discuss where institutions should draw the boundary between automation and control, how permissioned assets change that equation, and why the next phase of institutional adoption may depend as much on governance as on intelligence. Watch the conversation 👇

ADI Chain

13,516 views • 23 days ago

“It’s not sufficient to bring the asset on-chain. You must transform it into a form that the on-chain investor is happy to embrace.” As Richard G Brown explains, there is already a large and growing pool of capital on-chain, held in stablecoins, crypto treasuries, and by investors who have made money in crypto. This capital runs into the hundreds of billions globally, and it’s increasingly looking for real yield and institutional-grade assets. These allocators don’t want to move back into the old world of legacy custodians or traditional settlement processes. Their liquidity needs, access requirements, investment sizes, and jurisdictions differ from traditional buyers - and they expect assets to meet them where they already are: on-chain. That’s why the challenge isn’t simply tokenising an asset. It’s reshaping it so on-chain investors can use it, trade it, and exit it in ways consistent with their market structure. A powerful insight from Richard Gendal Brown’s conversation with Future of Finance (FOF), and a clear signal of where institutional digital assets are heading. Watch the full podcast here: Want to learn more about what R3 is bringing to Solana? Catch Richard on stage at SolanaConf Breakpoint, 11-13 December.

“It’s not sufficient to bring the asset on-chain. You must transform it into a form that the on-chain investor is happy to embrace.” As Richard G Brown explains, there is already a large and growing pool of capital on-chain, held in stablecoins, crypto treasuries, and by investors who have made money in crypto. This capital runs into the hundreds of billions globally, and it’s increasingly looking for real yield and institutional-grade assets. These allocators don’t want to move back into the old world of legacy custodians or traditional settlement processes. Their liquidity needs, access requirements, investment sizes, and jurisdictions differ from traditional buyers - and they expect assets to meet them where they already are: on-chain. That’s why the challenge isn’t simply tokenising an asset. It’s reshaping it so on-chain investors can use it, trade it, and exit it in ways consistent with their market structure. A powerful insight from Richard Gendal Brown’s conversation with Future of Finance (FOF), and a clear signal of where institutional digital assets are heading. Watch the full podcast here: Want to learn more about what R3 is bringing to Solana? Catch Richard on stage at SolanaConf Breakpoint, 11-13 December.

R3

21,554 views • 10 months ago

John Gillen: Tom Lee posted something this weekend that barely got attention - and it should have. The inverse correlation between Ethereum and oil prices has never been this high in history. As oil goes up, $ETH goes down, moving in near lockstep. "It's not that capital is not going to other places. One of the other places it seems like it would have been going would be to crypto digital assets, Ethereum." It's a tug of war over capital - and right now, the energy crisis is winning. FT John Gillen - WartimeEthereum.eth LG DOUCET.

John Gillen: Tom Lee posted something this weekend that barely got attention - and it should have. The inverse correlation between Ethereum and oil prices has never been this high in history. As oil goes up, $ETH goes down, moving in near lockstep. "It's not that capital is not going to other places. One of the other places it seems like it would have been going would be to crypto digital assets, Ethereum." It's a tug of war over capital - and right now, the energy crisis is winning. FT John Gillen - WartimeEthereum.eth LG DOUCET.

Milk Road

125,146 views • 4 months ago

⏳ NEW: Archax | Regulated Infrastructure for Tokenized Capital Markets Graham Rodford (Graham) explains why tokenization is not about creating new assets, but making existing ones more useful. Onchain assets are not speculative by default. They are the same assets, with added utility. Transferability. Programmability. 24/7 settlement. Founded in 2018 as the UK’s first regulated digital asset securities platform, Archax Archax Crypto focused on market structure long before institutions were ready. Now the shift is underway. Key themes from the conversation: • The future of regulated digital money • Shift from pilots to live institutional deployment • Stablecoins vs tokenized deposits • Institutions aligning on multichain infrastructure • Why networks like Hedera & Canton Network are gaining traction in enterprise adoption Digital cash & tokenized RWAs interacting on the same ledger(s) will change everything... Archax actively engages with multiple networks including Hedera, Canton, XRP Ledger, Algorand, XDC, Solana and many others as regulated finance moves onchain. “We’re moving from ‘will this happen?’ to ‘everyone is doing this.’” Full interview:

⏳ NEW: Archax | Regulated Infrastructure for Tokenized Capital Markets Graham Rodford (Graham) explains why tokenization is not about creating new assets, but making existing ones more useful. Onchain assets are not speculative by default. They are the same assets, with added utility. Transferability. Programmability. 24/7 settlement. Founded in 2018 as the UK’s first regulated digital asset securities platform, Archax Archax Crypto focused on market structure long before institutions were ready. Now the shift is underway. Key themes from the conversation: • The future of regulated digital money • Shift from pilots to live institutional deployment • Stablecoins vs tokenized deposits • Institutions aligning on multichain infrastructure • Why networks like Hedera & Canton Network are gaining traction in enterprise adoption Digital cash & tokenized RWAs interacting on the same ledger(s) will change everything... Archax actively engages with multiple networks including Hedera, Canton, XRP Ledger, Algorand, XDC, Solana and many others as regulated finance moves onchain. “We’re moving from ‘will this happen?’ to ‘everyone is doing this.’” Full interview:

Generation Infinity

96,319 views • 8 months ago

Talos is bringing prediction markets onto institutional trading infrastructure. Through an integration with Kalshi, Talos clients will be able to access to Kalshi's event contracts and crypto perpetuals via the same institutional platform they use to trade digital assets, using execution algos or block RFQ trading. Meanwhile, dealer clients will be able to distribute Kalshi's markets to their end customers, depending on jurisdiction. ➡️ Read the announcement: 🎙️ "Working with Talos gives our institutional buy-side and sell-side participants a path to Kalshi that fits inside the infrastructure they already run.” — Andy Ross, Head of Institutional, Kalshi 🎙️ "Trading is moving to 24/7, prediction use cases are growing rapidly, and every asset class is migrating to digital rails. Talos is building for that future." — Anton Katz (Anton Katz) CEO and Co-founder, Talos 🎙️ "Prediction markets are emerging into a credible institutional asset class, and firms that engage early will help shape the market structure." — Matthew DeCicco, MD Head of Digital Assets for Global Markets at Cantor Fitzgerald (Talos client and design partner) #PredictionMarkets #Kalshi

Talos is bringing prediction markets onto institutional trading infrastructure. Through an integration with Kalshi, Talos clients will be able to access to Kalshi's event contracts and crypto perpetuals via the same institutional platform they use to trade digital assets, using execution algos or block RFQ trading. Meanwhile, dealer clients will be able to distribute Kalshi's markets to their end customers, depending on jurisdiction. ➡️ Read the announcement: 🎙️ "Working with Talos gives our institutional buy-side and sell-side participants a path to Kalshi that fits inside the infrastructure they already run.” — Andy Ross, Head of Institutional, Kalshi 🎙️ "Trading is moving to 24/7, prediction use cases are growing rapidly, and every asset class is migrating to digital rails. Talos is building for that future." — Anton Katz (Anton Katz) CEO and Co-founder, Talos 🎙️ "Prediction markets are emerging into a credible institutional asset class, and firms that engage early will help shape the market structure." — Matthew DeCicco, MD Head of Digital Assets for Global Markets at Cantor Fitzgerald (Talos client and design partner) #PredictionMarkets #Kalshi

Talos

15,443 views • 2 months ago

Kamala Harris on Iran: First of all, this is a war the American people did not want. This is a war of choice. This is a president who has proven himself to be entirely self-indulgent. And we will see what happens in the coming hours and days in terms of the negotiation. And really it's a concept of an agreement and where it ends up. But there is no question that there is a direct correlation between this war of choice and what has happened in terms of gas prices. It is estimated the average American has spent since the war started $500 more because of this war. And I will add to that number to put it in context. The average American is $400 away from bankruptcy for any unexpected expense. So $400 of an unexpected expense could result in bankruptcy for the average American. And this war has resulted in $500 more of expenses, a large part of that because of the gas prices going up.

Kamala Harris on Iran: First of all, this is a war the American people did not want. This is a war of choice. This is a president who has proven himself to be entirely self-indulgent. And we will see what happens in the coming hours and days in terms of the negotiation. And really it's a concept of an agreement and where it ends up. But there is no question that there is a direct correlation between this war of choice and what has happened in terms of gas prices. It is estimated the average American has spent since the war started $500 more because of this war. And I will add to that number to put it in context. The average American is $400 away from bankruptcy for any unexpected expense. So $400 of an unexpected expense could result in bankruptcy for the average American. And this war has resulted in $500 more of expenses, a large part of that because of the gas prices going up.

Clash Report

19,096 views • 3 months ago

This is absolutely insane… The global equities market, worth $127 trillion, is about to be tokenized. We’re about to witness the biggest transfer of wealth in the history of mankind, and most people don’t even realize it’s happening. Markets are moving toward 24/7 infrastructure, and it won’t just be equities - other asset classes will have to move alongside them. Does that mean crypto suddenly becomes a $127T market? Of course not. But it opens the floodgates for a massive source of institutional capital that previously had no direct access to this asset class. Many projects won’t benefit. Many will die. Some become the multi-trillion-dollar infrastructure that runs the global financial system of the future. Millionaires will be made overnight while 99.9% of the population won’t even realize it happened.

This is absolutely insane… The global equities market, worth $127 trillion, is about to be tokenized. We’re about to witness the biggest transfer of wealth in the history of mankind, and most people don’t even realize it’s happening. Markets are moving toward 24/7 infrastructure, and it won’t just be equities - other asset classes will have to move alongside them. Does that mean crypto suddenly becomes a $127T market? Of course not. But it opens the floodgates for a massive source of institutional capital that previously had no direct access to this asset class. Many projects won’t benefit. Many will die. Some become the multi-trillion-dollar infrastructure that runs the global financial system of the future. Millionaires will be made overnight while 99.9% of the population won’t even realize it happened.

Mark

10,545 views • 6 months ago

Andrew McCormick on whether institutional adoption accrues value to retail "I still believe in the dream. With increasing adoption comes increasing use of tokens, which comes with typically increasing purchases of tokens. And as more and more, not just institutions, but retail, move into this space, I think those numbers will only go higher." "There's a lot of things in life I'd never say I'm certain about, but I'm certain that crypto usage, institutional adoption is only going to go up. I think regulatory clarity is only going to increase." "I think this idea of career risk is interesting. People are willing to move into the space more and more." "So I'm hopeful, and not just pure blind hope, but actually seeing these day to day adoption after adoption despite price being down 50%. When price goes the other way, I think it'd be a really powerful moment."

Andrew McCormick on whether institutional adoption accrues value to retail "I still believe in the dream. With increasing adoption comes increasing use of tokens, which comes with typically increasing purchases of tokens. And as more and more, not just institutions, but retail, move into this space, I think those numbers will only go higher." "There's a lot of things in life I'd never say I'm certain about, but I'm certain that crypto usage, institutional adoption is only going to go up. I think regulatory clarity is only going to increase." "I think this idea of career risk is interesting. People are willing to move into the space more and more." "So I'm hopeful, and not just pure blind hope, but actually seeing these day to day adoption after adoption despite price being down 50%. When price goes the other way, I think it'd be a really powerful moment."

The Wolf Of All Streets

19,549 views • 14 days ago

Institutions have entered the chat. The platforms that brought crypto to millions now also build for major asset managers and allocators. At Avalanche Summit, Gurpreet Oberoi, Head of Institutional at Kraken, will explain what’s changing. tickets: Gurpreet leads Kraken’s institutional business across trading, custody, yield, and financing, helping professional investors participate in digital assets with the tools and standards they expect. That is why this conversation belongs at Avalanche Summit: the institutions are coming with higher standards, and Avalanche is building infrastructure to meet them. Be there. Sept 16–17 | New York City

Institutions have entered the chat. The platforms that brought crypto to millions now also build for major asset managers and allocators. At Avalanche Summit, Gurpreet Oberoi, Head of Institutional at Kraken, will explain what’s changing. tickets: Gurpreet leads Kraken’s institutional business across trading, custody, yield, and financing, helping professional investors participate in digital assets with the tools and standards they expect. That is why this conversation belongs at Avalanche Summit: the institutions are coming with higher standards, and Avalanche is building infrastructure to meet them. Be there. Sept 16–17 | New York City

Avalanche🔺

10,525 views • 3 months ago

$SNDK is capping its own margins, and the market is reading it as the top. It is the most bullish thing in the print. (Save this) Gross margin ran from 51% to 84.6% over 3 quarters, and now Q1 guidance sits between 83-85%. On the surface, that looks like the classic warning sign. Every memory cycle ended with strong pricing pulling in CapEx until oversupply crushed margins. My view is that this plateau has a completely different cause. Gavin Baker explains it in the video below. Memory companies are trading short-term upside for long-term agreements, where customers prepay and both a floor and a ceiling are set on prices. Basically, SanDisk gave up the top of the price spike in exchange for guaranteed demand years out. Less/no cyclicality! My view is that a business with contracted revenue, a protected floor and volumes climbing deserves to trade like infrastructure, not like a commodity producer. = higher multiples for memory!

$SNDK is capping its own margins, and the market is reading it as the top. It is the most bullish thing in the print. (Save this) Gross margin ran from 51% to 84.6% over 3 quarters, and now Q1 guidance sits between 83-85%. On the surface, that looks like the classic warning sign. Every memory cycle ended with strong pricing pulling in CapEx until oversupply crushed margins. My view is that this plateau has a completely different cause. Gavin Baker explains it in the video below. Memory companies are trading short-term upside for long-term agreements, where customers prepay and both a floor and a ceiling are set on prices. Basically, SanDisk gave up the top of the price spike in exchange for guaranteed demand years out. Less/no cyclicality! My view is that a business with contracted revenue, a protected floor and volumes climbing deserves to trade like infrastructure, not like a commodity producer. = higher multiples for memory!

Vincent

57,065 views • 2 months ago

Few people are actually paying attention to the fact we are on the edge of a generational bull run in Bitcoin and crypto that will be spearheaded by the Clarity act and Market Structure bill. There is going to be insatiable demand for digital assets once the market digests this.

Few people are actually paying attention to the fact we are on the edge of a generational bull run in Bitcoin and crypto that will be spearheaded by the Clarity act and Market Structure bill. There is going to be insatiable demand for digital assets once the market digests this.

The ₿itcoin Therapist

38,770 views • 8 months ago

🌐 XDC Network x Brickken | Institutional Tokenization Infrastructure In our latest XDC Network show, we sat down with Ludo R., Co-Founder and CRO of Brickken, to discuss what real, institutional-grade tokenization looks like in practice today. Brickken has already enabled $300M+ in tokenized value across 16+ jurisdictions, supporting compliant issuance of equity, debt, funds, and real-world assets. This is not experimental infrastructure. It is production-grade. One of the biggest misconceptions is that tokenization is mainly a technical challenge. In reality, the hardest work happens off-chain: legal structuring, jurisdictional compliance, and institutional onboarding. Brickken exists to unify all of this into a single operating layer. We discussed why Brickken chose to integrate with XDC Network. Institutional finance cannot operate on unpredictable costs or congested networks. XDC’s fast finality, near-zero and predictable fees, and enterprise-aligned infrastructure make it a practical foundation for real-world assets. The bigger shift is who is leading adoption. Early narratives focused on retail. What we are seeing now is institutions moving first, driven by efficiency, instant settlement, and operational clarity as regulatory frameworks mature. Tokenization is entering its next phase: plug-and-play infrastructure, institutional-grade standards, and real integration with traditional finance. Podcast supported by XDC Foundation

🌐 XDC Network x Brickken | Institutional Tokenization Infrastructure In our latest XDC Network show, we sat down with Ludo R., Co-Founder and CRO of Brickken, to discuss what real, institutional-grade tokenization looks like in practice today. Brickken has already enabled $300M+ in tokenized value across 16+ jurisdictions, supporting compliant issuance of equity, debt, funds, and real-world assets. This is not experimental infrastructure. It is production-grade. One of the biggest misconceptions is that tokenization is mainly a technical challenge. In reality, the hardest work happens off-chain: legal structuring, jurisdictional compliance, and institutional onboarding. Brickken exists to unify all of this into a single operating layer. We discussed why Brickken chose to integrate with XDC Network. Institutional finance cannot operate on unpredictable costs or congested networks. XDC’s fast finality, near-zero and predictable fees, and enterprise-aligned infrastructure make it a practical foundation for real-world assets. The bigger shift is who is leading adoption. Early narratives focused on retail. What we are seeing now is institutions moving first, driven by efficiency, instant settlement, and operational clarity as regulatory frameworks mature. Tokenization is entering its next phase: plug-and-play infrastructure, institutional-grade standards, and real integration with traditional finance. Podcast supported by XDC Foundation

Generation Infinity

118,117 views • 9 months ago