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.Thomas (Tom) Lee (not drummer) FundstratDirect.com thinks stablecoins were only the beginning of Ethereum’s next major story. “Stablecoins was the 2025 story.” “Tokenization to me is so much bigger than stablecoins.” “I think that’s where investors are underestimating how important it is to have a really secure settlement layer.”...

28,118 görüntüleme • 23 gün önce •via X (Twitter)

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Ethereum Community Foundation profil fotoğrafı
Ethereum Community Foundation23 gün önce

@fundstrat Narrator: All the serious work did not take place on Solana.

THC Humor 💹🧲 profil fotoğrafı
THC Humor 💹🧲23 gün önce

@fundstrat Stablecoins may have just been the opening act

Lucid profil fotoğrafı
Lucid23 gün önce

@fundstrat Stablecoins proved that Ethereum can become a settlement layer for global money. Tokenization takes that one step further by bringing the assets themselves onchain.

BrainAt2AM profil fotoğrafı
BrainAt2AM23 gün önce

@fundstrat

🧠 Fred | PocketIQ | Free AI Trading profil fotoğrafı
🧠 Fred | PocketIQ | Free AI Trading23 gün önce

@fundstrat ⤴️ Now act.

Motherlode profil fotoğrafı
Motherlode22 gün önce

@fundstrat lol please. ever do a transaction using ethereum? try trading $10 in ethereum, it will cost you $6 to do it. oh the value! 🤣🤣🤣

David Arnal profil fotoğrafı
David Arnal23 gün önce

@fundstrat The overlooked variable is not just issuance volume but settlement finality. If tokenized assets scale, Ethereum’s value accrual may hinge on becoming the neutral, always-on base layer institutions trust for high-value settlement.

Agent Rails profil fotoğrafı
Agent Rails22 gün önce

@fundstrat The tokenization part nobody prices in: settlement finality vs. the legal wrapper. Moving a bond token in 12 seconds doesn't help if the registry updates T+2. Plumbing has to agree, not just

Marcus | Macro Strategist profil fotoğrafı
Marcus | Macro Strategist23 gün önce

@fundstrat tokenizing assets on eth is still just rent-seeking on a settlement layer you dont control. same old crap, different wrapper.

Harley Lewis Foote profil fotoğrafı
Harley Lewis Foote22 gün önce

@fundstrat The settlement layer is the one part of this that already works.

IronRed | SandHive profil fotoğrafı
IronRed | SandHive23 gün önce

@fundstrat What validation checks would you require before a tokenization protocol can be deemed a secure settlement layer for autonomous agents?

RealWorldTokenSpace profil fotoğrafı
RealWorldTokenSpace22 gün önce

@fundstrat Agreed on direction. Here is the bit that keeps getting priced at zero. Two exchanges wrap staked ETH. One pays 2.39%, the other 2.30%. Nine basis points apart. We score them 85 and 31. Secure is not a property of the chain. It is a property of whoever is holding the keys.

납득이 | The Understander profil fotoğrafı
납득이 | The Understander23 gün önce

@fundstrat 스테이블이 시작이었다면, 토큰화가 다음 장이라는 정리죠~

Benzer Videolar

Bitwise CIO Matt Hougan: “Ethereum is the leading play on stablecoins and tokenization” “The community had gone somewhat astray and was in the depths of despair earlier this year with a super long technical roadmap and accusations of being ‘ivory tower’, and now they’re much more tasked on the market. I think they’re shipping better. I think the community is focused on investors. I think it’s their market to lose on stablecoins and tokenization, so I’m very bullish on ETH and own a lot of it — it’s the second largest position in our crypto index fund. Very very bullish.” Matt believes the market is underestimating tokenization in particular: “You have the chair of the SEC saying the entire market will move onto blockchain-based rails. You have the CEO of the largest asset manager saying every asset will be tokenized. And yet, people still talk more about stablecoins than they do about tokenization. Tokenization is a bigger market. There’s $100 trillion of equities. There’s more of that of bonds. There’s even more of that in real estate. Those are enormous markets. The New York Stock Exchange, NASDAQ, CBOE, BlackRock, Goldman Sachs, J.P. Morgan — they’re all focused on this space. I just think it will happen faster than people think. I come from the ETF industry, and people were hugely skeptical of that as an evolution in financial markets. I saw the same sort of grassroots-level adoption there that I’m seeing in tokenization. I think people are underestimating the uptick.” Source: MR SHIFT 🦁 (Jan 2026)

Etherealize

23,402 görüntüleme • 1 ay önce

Bitwise CIO Matt Hougan: “Ethereum is the leading play on stablecoins and tokenization” “The community had gone somewhat astray and was in the depths of despair earlier this year with a super long technical roadmap and accusations of being ‘ivory tower’, and now they’re much more tasked on the market. I think they’re shipping better. I think the community is focused on investors. I think it’s their market to lose on stablecoins and tokenization, so I’m very bullish on ETH and own a lot of it — it’s the second largest position in our crypto index fund. Very very bullish.” Matt believes the market is underestimating tokenization in particular: “You have the chair of the SEC saying the entire market will move onto blockchain-based rails. You have the CEO of the largest asset manager saying every asset will be tokenized. And yet, people still talk more about stablecoins than they do about tokenization. Tokenization is a bigger market. There’s $100 trillion of equities. There’s more of that of bonds. There’s even more of that in real estate. Those are enormous markets. The New York Stock Exchange, NASDAQ, CBOE, BlackRock, Goldman Sachs, J.P. Morgan — they’re all focused on this space. I just think it will happen faster than people think. I come from the ETF industry, and people were hugely skeptical of that as an evolution in financial markets. I saw the same sort of grassroots-level adoption there that I’m seeing in tokenization. I think people are underestimating the uptick.” Ethereum has 61.4% market share of all tokenized assets ($206.2 billion). Source: MR SHIFT 🦁 (Jan 2026)

Etherealize

72,881 görüntüleme • 5 ay önce