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Tokenization could be crypto's next big win, but what if institutions never need your tokens? "For years crypto had a pretty simple sales pitch. The institutions are coming. The money is coming. The entire financial system is coming. And if you get here before everyone else, you will be...

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The Wolf Of All Streets

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16,246 görüntüleme • 12 gün önce •via X (Twitter)

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The Wolf Of All Streets profil fotoğrafı
The Wolf Of All Streets12 gün önce

This clip is brought to you by @hodlwithLedn

FinTwitTape profil fotoğrafı
FinTwitTape12 gün önce

the awkward part is that making the tech cheaper to use can also make the token less necessary to own...

5280Theta profil fotoğrafı
5280Theta12 gün önce

Yes, @fundstrat this is the common bear thesis to your $ETH targets

₿ishop profil fotoğrafı
₿ishop12 gün önce

exactly this. just because everything will be tokenized, doesn't mean the token will be worth something more. you'd think the altcoin armies would understand this by now.

Michael Patterson profil fotoğrafı
Michael Patterson12 gün önce

Exactly. Being right about tokenization does not mean every token captures the value. I want to know where the fees and cash flows go. @SixColourz is one of my first checks when the story gets ahead of price.

LFGCAPO profil fotoğrafı
LFGCAPO12 gün önce

That’s the key split: institutions can adopt tokenization while value accrues to issuers, custodians or private rails, not public-chain tokens. The test is whether the token is needed for settlement, collateral or fee capture, not just whether assets move onchain.

timepowerseverything profil fotoğrafı
timepowerseverything12 gün önce

You are right the chain doesn't matter but the link does....

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🇺🇸 The CLARITY Act could become one of the most important crypto bills EVER. Not because it’s pro-crypto. But because it creates a framework institutions can actually work with. The biggest shift: Crypto would not be treated like a regulatory experiment anymore. Instead, it would be treated like financial infrastructure. That changes the game for: • exchanges • stablecoins • tokenization • institutional adoption The market isn’t reacting to headlines. It’s reacting to the fact that the US is building actual rules around crypto. And now that the bill is advancing through Congress, the next crypto cycle could look VERY DIFFERENT from the last one.
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🇺🇸 The CLARITY Act could become one of the most important crypto bills EVER. Not because it’s pro-crypto. But because it creates a framework institutions can actually work with. The biggest shift: Crypto would not be treated like a regulatory experiment anymore. Instead, it would be treated like financial infrastructure. That changes the game for: • exchanges • stablecoins • tokenization • institutional adoption The market isn’t reacting to headlines. It’s reacting to the fact that the US is building actual rules around crypto. And now that the bill is advancing through Congress, the next crypto cycle could look VERY DIFFERENT from the last one.

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Every major market has moments that change the way people look at it. Crypto could be approaching one of those moments. ━━━━━━━━━━━━━━━━━ 📜 The CLARITY Act aims to provide clearer rules for the crypto industry. 🏦 That could make it easier for large institutions to participate with greater confidence. 📈 More participation often means more liquidity, stronger adoption, and a market that continues to mature. ━━━━━━━━━━━━━━━━━ Whether you're holding BTC, ETH, or just keeping an eye on the space, this is one of those developments worth following. I've been watching the discussions closely because if the market enters a new chapter, I want to be paying attention from day one. Think you know where crypto is headed next? You can make your own predictions on major crypto events and market outcomes in the Markets section on 👇 Do you think regulatory clarity will be the next big catalyst for crypto, or will something else drive the market forward first?

F E R R U M ( ♟,♟)

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Bitwise CEO Hunter Horsley says institutions aren't waiting on Clarity to go all in on crypto "I think it's a relevant topic. I can't speak for all of Bitwise. Johanna, our general counsel, has, you know, put some comments out on Twitter. Matt has shared views on this." "I think my perception is that I don't see any clients or partners waiting for Clarity. What I see is, like, the most regulated financial institutions in the world hurtling forward into this space, unrelenting, as a byproduct of Clarity passing or not passing." "So it could be an asset if written well. I think there will be certain use cases and scenarios where it'll be challenged not to have that clarity." "But I think there's no stopping this train. And I think 2 years hence, when the administration changes, I think everyone in America will be on board the crypto train, and the partisanship of the topic will have diminished even further." "Doing something to the detriment of the crypto space, I think, would be tantamount to doing something to the detriment of most Americans, retirees, financial institutions and so on and so forth." "So I think the space is not lawless or ruleless. There are already plenty of laws. There's the GENIUS Act, which is extremely powerful. There are rules from the regulators. And I think it's full steam ahead."
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Bitwise CEO Hunter Horsley says institutions aren't waiting on Clarity to go all in on crypto "I think it's a relevant topic. I can't speak for all of Bitwise. Johanna, our general counsel, has, you know, put some comments out on Twitter. Matt has shared views on this." "I think my perception is that I don't see any clients or partners waiting for Clarity. What I see is, like, the most regulated financial institutions in the world hurtling forward into this space, unrelenting, as a byproduct of Clarity passing or not passing." "So it could be an asset if written well. I think there will be certain use cases and scenarios where it'll be challenged not to have that clarity." "But I think there's no stopping this train. And I think 2 years hence, when the administration changes, I think everyone in America will be on board the crypto train, and the partisanship of the topic will have diminished even further." "Doing something to the detriment of the crypto space, I think, would be tantamount to doing something to the detriment of most Americans, retirees, financial institutions and so on and so forth." "So I think the space is not lawless or ruleless. There are already plenty of laws. There's the GENIUS Act, which is extremely powerful. There are rules from the regulators. And I think it's full steam ahead."

The Wolf Of All Streets

35,105 görüntüleme • 23 gün önce

A bank hack would be far worse than a crypto exchange hack. ARK Invest's Brett Winton says a bank hack could freeze the financial system, showing why holding Bitcoin could pay off "If a major crypto exchange got hacked in a profound way, literally the assets could be transferred onchain to somebody else, and then somebody else owns them. Big problem." "On the other hand, it's kind of a simple problem. Somebody else has the private keys. These are effectively bearer instruments." "If somebody goes into a bank, they wouldn't necessarily be able to take the money. But they could totally scramble the accounts of the bank in a way where it would actually be a much bigger problem for the financial system if we didn't know where the money was." "Who owes money to who suddenly gets called into question, and it would totally freeze the local financial ecosystem, and depending on the size of the bank could severely arrest the global financial ecosystem." "In those circumstances, if you have Bitcoin or any crypto asset that is digitally secured, you'd be like, well, at least I know I have this. I do think it's illustrative of the potential option value of the asset."
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A bank hack would be far worse than a crypto exchange hack. ARK Invest's Brett Winton says a bank hack could freeze the financial system, showing why holding Bitcoin could pay off "If a major crypto exchange got hacked in a profound way, literally the assets could be transferred onchain to somebody else, and then somebody else owns them. Big problem." "On the other hand, it's kind of a simple problem. Somebody else has the private keys. These are effectively bearer instruments." "If somebody goes into a bank, they wouldn't necessarily be able to take the money. But they could totally scramble the accounts of the bank in a way where it would actually be a much bigger problem for the financial system if we didn't know where the money was." "Who owes money to who suddenly gets called into question, and it would totally freeze the local financial ecosystem, and depending on the size of the bank could severely arrest the global financial ecosystem." "In those circumstances, if you have Bitcoin or any crypto asset that is digitally secured, you'd be like, well, at least I know I have this. I do think it's illustrative of the potential option value of the asset."

The Wolf Of All Streets

30,318 görüntüleme • 2 gün önce

Jason from Blockworks says AI is having its 2021 crypto moment, and a reckoning is coming "I actually believe AI is going through the moment that happened to crypto in 2021, where everything caught a bid. Celebrities were launching not only NFTs but their own chains. If you put blockchain in the name of your company you could raise a round. That's happening with AI right now." "There will be a reckoning, I promise you. And then in a couple of years the best companies in AI will be a hundred times larger than they are today. But there has to be the reckoning." "We just had the reckoning in crypto. There will be some amazing companies to buy in crypto. I think Bitcoin will do extremely well, I think HYPE will do well, a lot of my portfolio is still Solana." "There are some really good companies that will do well and come out of this reckoning, but it won't be one big trade like it was last time."
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Jason from Blockworks says AI is having its 2021 crypto moment, and a reckoning is coming "I actually believe AI is going through the moment that happened to crypto in 2021, where everything caught a bid. Celebrities were launching not only NFTs but their own chains. If you put blockchain in the name of your company you could raise a round. That's happening with AI right now." "There will be a reckoning, I promise you. And then in a couple of years the best companies in AI will be a hundred times larger than they are today. But there has to be the reckoning." "We just had the reckoning in crypto. There will be some amazing companies to buy in crypto. I think Bitcoin will do extremely well, I think HYPE will do well, a lot of my portfolio is still Solana." "There are some really good companies that will do well and come out of this reckoning, but it won't be one big trade like it was last time."

The Wolf Of All Streets

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Most people choose belonging over accuracy. The desire to fit in overpowers the desire for truth. "A lot of the time, people will tell you, “Don’t care what other people think about you,” but we all care what other people think—often for very good reason, which is that if people think well of you, it benefits you in life. It puts you in a good position; you are rewarded for it. It helps you accomplish things. It makes you safer. It just feels good. Belonging is a critical part of being human. However, especially in the modern world, the desire to belong can often run counter to the desire to understand or be accurate. If you have to choose between “I could believe this thing and be ostracized or criticized or outcast from my community” or “I could believe this other thing, which may not be that accurate, but it will get me praised and rewarded and accepted by my community,” a lot of the time, the desire to belong overpowers the desire to understand." James Clear on The Knowledge Project
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Most people choose belonging over accuracy. The desire to fit in overpowers the desire for truth. "A lot of the time, people will tell you, “Don’t care what other people think about you,” but we all care what other people think—often for very good reason, which is that if people think well of you, it benefits you in life. It puts you in a good position; you are rewarded for it. It helps you accomplish things. It makes you safer. It just feels good. Belonging is a critical part of being human. However, especially in the modern world, the desire to belong can often run counter to the desire to understand or be accurate. If you have to choose between “I could believe this thing and be ostracized or criticized or outcast from my community” or “I could believe this other thing, which may not be that accurate, but it will get me praised and rewarded and accepted by my community,” a lot of the time, the desire to belong overpowers the desire to understand." James Clear on The Knowledge Project

Shane Parrish

63,966 görüntüleme • 9 ay önce

Martin Masser from ChangeNOW says the institutions that left crypto for AI are planning to come back "Are we going to have another alt season? Are alts going to be what they are? I don't know. I think there's a lot of confidence that's been taken out." "When was the last token launch you saw? Honestly, can you remember the last time we had a token launch?" "Even then, if we exclude meme coins, I think altcoins are definitely not what they were going to be." "I definitely think there is a lot more, I don't want to say adoption, but a lot more openness to these discussions. 3-4 years ago you'd just have the door slammed in your face." "Now it's X bank, Z bank, they're all wanting to integrate this software. And they're opening it up. All of these little integrations, like accepting stablecoins, that then makes the whole ecosystem stronger." "I'm not doing predictions, but a lot of the liquidity will flow back in to where we were. Speaking to a lot of these institutions, they've gone out of crypto into AI." "And they do feel that when AI sort of cools down, where's that money going to be coming back into? Is it going to be gold? Is it silver? Is it going to be crypto?" "A lot of them are like, we're just putting it out there for the IPOs and we're coming back. A lot of people have been saying that. So that gives me a lot of confidence." "And look, the biggest marketing you can have is a big green candle."
2:04

Martin Masser from ChangeNOW says the institutions that left crypto for AI are planning to come back "Are we going to have another alt season? Are alts going to be what they are? I don't know. I think there's a lot of confidence that's been taken out." "When was the last token launch you saw? Honestly, can you remember the last time we had a token launch?" "Even then, if we exclude meme coins, I think altcoins are definitely not what they were going to be." "I definitely think there is a lot more, I don't want to say adoption, but a lot more openness to these discussions. 3-4 years ago you'd just have the door slammed in your face." "Now it's X bank, Z bank, they're all wanting to integrate this software. And they're opening it up. All of these little integrations, like accepting stablecoins, that then makes the whole ecosystem stronger." "I'm not doing predictions, but a lot of the liquidity will flow back in to where we were. Speaking to a lot of these institutions, they've gone out of crypto into AI." "And they do feel that when AI sort of cools down, where's that money going to be coming back into? Is it going to be gold? Is it silver? Is it going to be crypto?" "A lot of them are like, we're just putting it out there for the IPOs and we're coming back. A lot of people have been saying that. So that gives me a lot of confidence." "And look, the biggest marketing you can have is a big green candle."

The Wolf Of All Streets

29,107 görüntüleme • 1 ay önce

Jordi Visser believes there could be a coming "Bankpocalypse" "I believe the banks are going to go through a problem in the coming years. One is the rise of AI agent... The second is that the guardrails are going to apply pressure as well. And this is where crypto fits in."
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Jordi Visser believes there could be a coming "Bankpocalypse" "I believe the banks are going to go through a problem in the coming years. One is the rise of AI agent... The second is that the guardrails are going to apply pressure as well. And this is where crypto fits in."

Anthony Pompliano 🌪

84,903 görüntüleme • 15 gün önce

crypto and memecoins will be dead again very soon (already dead lol) the next big opportunity is gambling - the most bulletproof business in the world I have friends that make $50m a month from gambling industry, they are NORMAL people. Even if you are DUMB and only do 0.1% of that number, that’s $50k a month FOREVER don’t skip this - leave crypto and go full time into gambling
0:38

crypto and memecoins will be dead again very soon (already dead lol) the next big opportunity is gambling - the most bulletproof business in the world I have friends that make $50m a month from gambling industry, they are NORMAL people. Even if you are DUMB and only do 0.1% of that number, that’s $50k a month FOREVER don’t skip this - leave crypto and go full time into gambling

Ameer

60,100 görüntüleme • 9 ay önce

"When you deviate from owning everything you're making an active bet, and if you get it wrong you get fired" Bitwise CIO Matt Hougan on why zero crypto allocation is now the risky bet for institutions "The base case for institutional investors is to own everything. When you deviate from owning everything you're making an active bet, and if you get it wrong you get fired. What Ryan was saying is now crypto is part of everything" "So the default case is you have a little bit of crypto, and if you're at zero you're deviating from that. If David Solomon, Larry Fink and Vlad Tenev are right, you get fired because you missed out on this huge growth thing. That's been a huge shift. For a while crypto was off piste, outside of consideration, now it's part of the capital stack" "That means the default is a couple percent, and when you multiply that by $30 trillion, you get a lot of money that has to come into the space over the next couple of years"
0:46

"When you deviate from owning everything you're making an active bet, and if you get it wrong you get fired" Bitwise CIO Matt Hougan on why zero crypto allocation is now the risky bet for institutions "The base case for institutional investors is to own everything. When you deviate from owning everything you're making an active bet, and if you get it wrong you get fired. What Ryan was saying is now crypto is part of everything" "So the default case is you have a little bit of crypto, and if you're at zero you're deviating from that. If David Solomon, Larry Fink and Vlad Tenev are right, you get fired because you missed out on this huge growth thing. That's been a huge shift. For a while crypto was off piste, outside of consideration, now it's part of the capital stack" "That means the default is a couple percent, and when you multiply that by $30 trillion, you get a lot of money that has to come into the space over the next couple of years"

The Wolf Of All Streets

34,105 görüntüleme • 2 ay önce

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”
2:34

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

The All-In Podcast

61,917 görüntüleme • 6 ay önce

Crypto got boring, but moving on from NFT hype to RWAs, tokenization and AI is what hockey-stick adoption looks like "The very fact that we have a broadly watched firm like Citrini deciding to write a 79-page report about our industry. This is something that would not have happened in a million years in 2021, 2017, certainly 2013 or '14. It shows the maturity of the asset class and how compelling the narrative really has become for certain use cases of blockchain." "I know that Bitcoin and blockchain and crypto feel a lot more boring than they did in previous cycles. In previous cycles, you could buy a Bored Ape alongside Justin Bieber for $2 million, or you could invest in land in the metaverse next to Snoop Dogg's house. That was a lot of fun." "It was also a form of lack of mental capacity, which is what I just showed trying to get those words out. We were doing stupid things back then." "Now it's boring because we're talking about the way that institutions or AI agents are going to adopt. And it really has accrued value to a few great ideas- tokenization, AI, real world assets, stablecoins. These are not the things that the crypto degenerates originally got into crypto for, because they were so excited." "This is real hockey stick level adoption, where blockchain becomes the underlying technology for everything."
1:35

Crypto got boring, but moving on from NFT hype to RWAs, tokenization and AI is what hockey-stick adoption looks like "The very fact that we have a broadly watched firm like Citrini deciding to write a 79-page report about our industry. This is something that would not have happened in a million years in 2021, 2017, certainly 2013 or '14. It shows the maturity of the asset class and how compelling the narrative really has become for certain use cases of blockchain." "I know that Bitcoin and blockchain and crypto feel a lot more boring than they did in previous cycles. In previous cycles, you could buy a Bored Ape alongside Justin Bieber for $2 million, or you could invest in land in the metaverse next to Snoop Dogg's house. That was a lot of fun." "It was also a form of lack of mental capacity, which is what I just showed trying to get those words out. We were doing stupid things back then." "Now it's boring because we're talking about the way that institutions or AI agents are going to adopt. And it really has accrued value to a few great ideas- tokenization, AI, real world assets, stablecoins. These are not the things that the crypto degenerates originally got into crypto for, because they were so excited." "This is real hockey stick level adoption, where blockchain becomes the underlying technology for everything."

The Wolf Of All Streets

18,002 görüntüleme • 18 gün önce

If you have money in a bank account, this one is for you. If you want to be positioned instead of warned, that system is a dollar in my bio. There is a financial war going on right now and almost nobody is covering it. It is called the Clarity Act. The biggest banks and financial institutions are fighting over it in Congress right now, because it decides who gets regulatory control over crypto and who gets to write that into law. Plain English, this is what lets crypto get embedded into the most intimate parts of our financial system. The same system your kids are going to grow up in. I am sounding the alarm. You either take advantage of this wealth transfer and use it to set your family free, or you get left behind. Learn this aggressively. The good news is we are in AI now, so all of it is accessible. We built research systems that research, buy and sell coins on your behalf. The cross section between AI and crypto is the most lucrative thing on the planet right now.
2:20

If you have money in a bank account, this one is for you. If you want to be positioned instead of warned, that system is a dollar in my bio. There is a financial war going on right now and almost nobody is covering it. It is called the Clarity Act. The biggest banks and financial institutions are fighting over it in Congress right now, because it decides who gets regulatory control over crypto and who gets to write that into law. Plain English, this is what lets crypto get embedded into the most intimate parts of our financial system. The same system your kids are going to grow up in. I am sounding the alarm. You either take advantage of this wealth transfer and use it to set your family free, or you get left behind. Learn this aggressively. The good news is we are in AI now, so all of it is accessible. We built research systems that research, buy and sell coins on your behalf. The cross section between AI and crypto is the most lucrative thing on the planet right now.

Alexander Lorenzo

23,033 görüntüleme • 2 ay önce

The days of the Crypto Cowboys are over. Abu Dhabi's M2 exchange is exactly what this industry has been searching for. An exchange that is regulated, backed by billions of dollars and tied to huge financial institutions. This is very promising for the Crypto industry.
0:54

The days of the Crypto Cowboys are over. Abu Dhabi's M2 exchange is exactly what this industry has been searching for. An exchange that is regulated, backed by billions of dollars and tied to huge financial institutions. This is very promising for the Crypto industry.

Kevin O'Leary aka Mr. Wonderful

776,562 görüntüleme • 2 yıl önce

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”
1:03

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”

Etherealize

22,603 görüntüleme • 7 ay önce

🚨 JPMORGAN JUST ADMITTED CRYPTO IS BECOMING THE CORE OF THE FINANCIAL SYSTEM. The bank says stablecoins, tokenization, and programmable money are now moving directly into mainstream finance and could completely transform payments and markets. And this comes right as the CLARITY Act enters its final negotiation phase in Washington. If passed, the bill could finally give crypto clear federal rules for exchanges, tokens, stablecoins, and digital asset markets. Wall Street is no longer asking whether crypto becomes part of finance. They are preparing for the regulatory framework that brings it fully into the system.
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🚨 JPMORGAN JUST ADMITTED CRYPTO IS BECOMING THE CORE OF THE FINANCIAL SYSTEM. The bank says stablecoins, tokenization, and programmable money are now moving directly into mainstream finance and could completely transform payments and markets. And this comes right as the CLARITY Act enters its final negotiation phase in Washington. If passed, the bill could finally give crypto clear federal rules for exchanges, tokens, stablecoins, and digital asset markets. Wall Street is no longer asking whether crypto becomes part of finance. They are preparing for the regulatory framework that brings it fully into the system.

Crypto Rover

118,661 görüntüleme • 3 ay önce

Avichal Garg on the three crypto categories he's investing in "One is, I think the store of value chains are still very interesting. So for us that's primarily BTC and ETH. I think those have ascended into sort of prospective store of value territory. Effectively fixed supply, easy to subdivide, easy to transfer, all the check marks that you would want. And they appeal to different communities." "The second category is anything that has some sort of fee mechanism built into it and deals with financial assets and transactions. You could put SOL into this, put HYPE into this. Our take on those has always been that you have to be very mindful of the fees, you have to think about what the fee take rate is, and then you treat it like an equity." "These are assets that take fees in dollars and make them available to people all over the world who don't have access to dollar instruments. So if you're in Vietnam, if you're in Nigeria, if you're in Turkey, you can buy into these things, and you may not be able to get actual US equities." "To own a piece of a thing that produces US dollar cash flows and can effectively give you a distribution of US dollars in the form of buybacks is a really valuable thing. And the way that the market will express that is a much higher PE ratio, in my opinion, than you get on the US equity markets, because the buyers have fewer alternatives." "Then there's this emerging category of applications that use these primitives that could not otherwise exist. Applications that essentially use distributed compute, confidential compute, zero knowledge proofs and proof generation. Some of those things will look like companies, some of those things won't even look like token networks."
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Avichal Garg on the three crypto categories he's investing in "One is, I think the store of value chains are still very interesting. So for us that's primarily BTC and ETH. I think those have ascended into sort of prospective store of value territory. Effectively fixed supply, easy to subdivide, easy to transfer, all the check marks that you would want. And they appeal to different communities." "The second category is anything that has some sort of fee mechanism built into it and deals with financial assets and transactions. You could put SOL into this, put HYPE into this. Our take on those has always been that you have to be very mindful of the fees, you have to think about what the fee take rate is, and then you treat it like an equity." "These are assets that take fees in dollars and make them available to people all over the world who don't have access to dollar instruments. So if you're in Vietnam, if you're in Nigeria, if you're in Turkey, you can buy into these things, and you may not be able to get actual US equities." "To own a piece of a thing that produces US dollar cash flows and can effectively give you a distribution of US dollars in the form of buybacks is a really valuable thing. And the way that the market will express that is a much higher PE ratio, in my opinion, than you get on the US equity markets, because the buyers have fewer alternatives." "Then there's this emerging category of applications that use these primitives that could not otherwise exist. Applications that essentially use distributed compute, confidential compute, zero knowledge proofs and proof generation. Some of those things will look like companies, some of those things won't even look like token networks."

The Wolf Of All Streets

31,478 görüntüleme • 1 ay önce

. Naval: I don’t think you need to have a PhD to be a scientist. If you are naturally curious and you’re rigorous and you discover new things, you’re a scientist. One of my Twitter quips was, “The only true test of intelligence is if you get what you want out of life,” and that triggers a lot of people. But how else do you know? How else do you know if you’re smart? If you’re not getting what you want out of life, how smart are you really? You might have had bad luck once upon a time, but consistently, every time? I doubt it. And there’s two parts to that. One is actually testing yourself against the world to see if you get what you want. And the other is wanting the right things in the first place. You know, I wish I was 20 years old and had wings. Umm, not gonna happen. So you gotta wish for the right things too.
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. Naval: I don’t think you need to have a PhD to be a scientist. If you are naturally curious and you’re rigorous and you discover new things, you’re a scientist. One of my Twitter quips was, “The only true test of intelligence is if you get what you want out of life,” and that triggers a lot of people. But how else do you know? How else do you know if you’re smart? If you’re not getting what you want out of life, how smart are you really? You might have had bad luck once upon a time, but consistently, every time? I doubt it. And there’s two parts to that. One is actually testing yourself against the world to see if you get what you want. And the other is wanting the right things in the first place. You know, I wish I was 20 years old and had wings. Umm, not gonna happen. So you gotta wish for the right things too.

Arjun Khemani

186,576 görüntüleme • 2 yıl önce

I don’t think people understand how insanely bullish this chart is. $ETH will go parabolic. And when it does, That’s a green light for our altcoins. Sentiment is crushed. Trillions on the sidelines waiting for Clarity. Timing is lining up. Trump. BlackRock. Banks. Governments. Institutions. All openly building a blockchain-based financial system. It’s only a matter of time before crypto does what it always does next. Crypto doesn’t need your belief to take over. But they need you to sell. I usually do the opposite of what the masses are doing. That’s how I bought every bottom and sold every top over the last 10 years. If you still haven’t followed me, you’ll regret it.
0:24

I don’t think people understand how insanely bullish this chart is. $ETH will go parabolic. And when it does, That’s a green light for our altcoins. Sentiment is crushed. Trillions on the sidelines waiting for Clarity. Timing is lining up. Trump. BlackRock. Banks. Governments. Institutions. All openly building a blockchain-based financial system. It’s only a matter of time before crypto does what it always does next. Crypto doesn’t need your belief to take over. But they need you to sell. I usually do the opposite of what the masses are doing. That’s how I bought every bottom and sold every top over the last 10 years. If you still haven’t followed me, you’ll regret it.

Crypto Fergani

142,449 görüntüleme • 7 ay önce