Market Valuation and Potential - Chainlink is considered a crucial piece for crypto and undervalued compared to its all-time high and market valuation [1][3] - Foresees Chainlink potentially reaching $100+ per coin [3] - Hitting $100 per LINK this cycle is not shocking, targeting highs from December 2024 and clearing the red zone back to 2021 [4][5] - Current price is about 120%+ away from a new all-time high [12] - $100+ is achievable this cycle, comparing to Solana's market cap of $127 billion at $188 per link and Dogecoin's all-time high at $130+ [33][34] Chainlink's Role and Dominance - Chainlink has been an enabler of TradFi and DeFi, a blue-chip DeFi project [6] - Chainlink secures 825 billion (82.5%) in Ethereum DeFi, which is almost $5 billion more than yesterday [9] - Chainlink secures 61.94% of all oracle total value secured [9] - Chainlink has 453 protocols secured and $6154 billion (61.54%) total value secured across the entire market [10] - Chainlink is a big enabler of tokenization, stablecoins, and is a key security piece for the DeFi market and crypto itself [14][21][13] Partnerships and Integrations - Trusted by firms like Swift, Euroclear, Mastercard, and Fidelity [16] - Enabled $24 trillion in transaction value, powering the next generation of financial infrastructure [17] - Working with DTCC to bring capital markets on-chain, settling over $3 quadrillion per year in securities transactions [24] - JP Morgan brings bank payment rails to tokenized asset markets with Chainlink [26] - Mastercard and Chainlink enable on-chain crypto purchases using Mastercard's 35 billion (3.5%) cards [26] - 2400+ projects tapped into the Chainlink ecosystem, with 170 projects added in 2025 alone [28] - Working with Swift, Euroclear, Mastercard, Clearstream, Central Bank of Brazil, JP Morgan, ICE, UBS, Westpac, BNY Mellon, Citi, BNP Paribas, Franklin Templeton, Wellington Management, Fidelity International, US Bank, Lloyd's Banking Group, ANZ Bank, SBI [30]

Ripple and XRP Market Overview - The SEC case against Ripple is officially over, removing a significant obstacle and paving the way for new opportunities [1][2][3][4] - Industry anticipates a major shift in the crypto space, with a focus on creating a clear regulatory framework [6][7][8] - Ripple aims to drive mass adoption of crypto technology, which was previously hindered by the SEC case [9][10] ROUSD Developments - Epic Chain is expanding its XRP native infrastructure by integrating ROUSD, enabling native USD settlement across its ecosystem [11][12] - Mesh now supports ROUSD, accepting it as a payment option for merchants [12][13] - 20 million ROUSD was transferred from Ethereum to the XRP Ledger, signaling growth on the XRP Ledger [13][14] - ROUSD market cap is up 24% in the last 30 days, with monthly transfer volume up 28% [15] - Stable coin market cap on the XRP ledger is up 75% in the last 30 days [16] Ripple's Future Strategy - Ripple is focused on building liquidity across key currency pairs through cross-border payment solutions and XRP as a bridge currency [19] - The stable coin market is projected to grow from a few hundred billion dollars to 3-5 trillion dollars in market cap over the next few years [20] - Ripple is leveraging stable coins to make cross-border payments faster and at a lower cost [21] - The FX market, valued at $7.5 trillion per day, is ripe for disruption, and Ripple aims to tap into these markets [26] - Cross-border payments are forecasted to reach $320 trillion by 2032, with stable coins playing a crucial role [27] - Ripple acquired Rail Financial, which has $10 billion in annual processing volume and 12+ bank partners, to enhance its stable coin infrastructure [29]

Obviously, the crypto market has been heating up over the last couple days and technically we could even say the last couple weeks, especially when it comes to Ethereum. Now, everyone is wondering why aren't altcoins like HAR for an example following Ethereum right now. And the main reason why is because we are in phase two of the market.So, if you are excited about the fact that, you know, HAR has ran from, you know, sub 5 cents all the way up to 40 cents already and it's currently trading at 26 cents. Wel ...

The crypto market is waking up in a huge way. We could actually see in the last week most of the old coin market is up 20 plus% and this is actually very exciting. Now in terms of Ethereum, I keep saying that Ethereum is the main focus right now and that will, you know, remain the focus until we actually start to see Ethereum breaking into new all-time highs. And you might be saying, "Well, Nick, isn't that the best time to be focused on Ethereum when it is breaking up to new all-time highs. " And technical ...

Tokenization and Real World Assets (RWAs) - Tokenized value on chain is nearly $26 billion, and is expected to grow [3] - BlackRock is heavily involved in tokenization, with almost $3 billion on chain through its USD Institutional Digital Liquidity Fund [9] - BlackRock believes the next step is tokenization of financial assets, including stocks and bonds, on a general ledger with individual investor identification [11] - BlackRock CEO Larry Fink sees tokenization as a technological transformation for financial assets, enabling instantaneous settlement and customized strategies [12] Digital Identity and Control - A coordinated digital identity verification system is considered necessary for the tokenization revolution [19] - The financial services industry is focusing on building a zero-trust framework for identification, raising concerns about digital IDs [23] - The combination of tokenization and digital IDs could enable tracking of all transactions [25] CBDCs and Stablecoins - Stablecoins are viewed as a way to circumvent the ban on Central Bank Digital Currencies (CBDCs) in the US, effectively functioning as CBDCs [6][7] - Stablecoins are becoming increasingly significant, making up over 1% of the global M2 supply [9] Fourth Industrial Revolution and WEF - Tokenization and blockchain are part of the Fourth Industrial Revolution, supported by organizations like the World Economic Forum (WEF) [20][21] - BlackRock is a partner of the WEF and is actively pushing tokenization [22] Regulatory Landscape - SEC Chair Paul Atkins supports tokenization as an innovation and aims to make regulations transparent to foster innovation in the marketplace [27][28] - The SEC is seen as shifting towards supporting tokenization to enhance efficiency and certainty in trade settlement [29][30] Potential Risks and Concerns - Big players may be weaponizing tokenization technology [1] - Universal basic income and digital IDs are linked to the acceleration of AI and automation [5] - Cyber security challenges, particularly digital verification, pose a significant obstacle to the widespread adoption of tokenization [18]

Market Positioning and Comparison - Quant is positioned alongside Ripple as a major enabler of the internet of value, with their technologies being complementary [1] - Quant Fusion is designed as a layer 2.5% architecture to bridge corporates and institutions onto multiple layer 1 blockchains, enhancing security and interoperability [1] - Quant's approach is presented as an evolution of blockchain technology, offering a more elegant solution than current layer 1 and layer 2 solutions [1] Quant's Technology and Solutions - Quant Fusion enables multi-ledger roll-ups that span multiple layer 1 blockchains, preserving privacy and unifying fragmented assets [1] - QuantFlow is a ready-to-deploy API-driven programmable digital money platform that enables banks, fintechs, and PSPs to innovate with account automation and payment programmability [2] - Quant is enabling stable coins to grow even more [6] Stablecoins and Regulatory Environment - Stablecoins are identified as a core component of the future financial infrastructure, with the UK having a significant opportunity in the global stablecoin market [2] - The UK could capture 10% to 20% of the global stablecoin market, potentially up to $40 billion [2] - The SEC's interim guidance suggests that fully collateralized stablecoins may be treated as cash equivalents, unlocking billions in institutional capital [2] Market Growth and Future Outlook - Stablecoin transfer volume reached $19.5 trillion in the current year, with potential to surpass $27.3 trillion from the previous year [5] - The industry anticipates the rise of legitimate projects that will enable major innovations in finance over the next several decades [2] - Quant is considered a core pillar for the web 3 and crypto future [9]

So, it's officially been about roughly 3 days now since we got the big update that the SEC and Ripple jointly dismissed the appeals. This ended that 5-year legal fight and the case is basically over at this point. Now, we also got another big update regarding this which was this one from Crypto Law US and we'll go over this here in a moment. Um, but the main thing that I actually want to talk about is the market opportunity here for XRP. Okay, we've been seeing a ton of FUD, and I mean a a crazy amount of F ...

XRP is set to eat Wall Street alive. Yes, I strongly believe that this is the case. We're going to go over exactly what I mean by this and why it's so important to focus on these types of crypto projects. Now, what do I mean by that? Well, the main thing that I'm looking at here is projects with utility. Projects that are enabling the largest use cases that every big player outside of crypto is looking at. What are those use cases? Stable coins, tokenization, the big two, right? Because again, once you have ...

Investment Thesis - Axel is considered a top-tier project with potential for significant growth, possibly a 10x increase, driven by its technology and partnerships [1][2][9] - The project is currently undervalued, with the market capitalization not reflecting the positive developments and integrations [21][22][36] - The current chart pattern suggests a potential breakout, with targets at $0.78, $1 to $1.13, and $2.73 [6][7] Market Position and Integrations - Axel is enabling DeFi use cases on major networks, including Hyperlid, XRP Ledger, and Base [11][15][18] - Integrations with Hyperlid (market cap of $14.8 billion) connect to 80+ chains, Strobe Finance brings DeFi to XRP Ledger, and Stables Labs integrates with Base [10][11][15][18] - Axel's technology facilitates cross-chain interoperability, enabling seamless transfers and use cases for stablecoins [34][31][32] Network Growth and Activity - In July, Axel's interchain token service facilitated $220 million in interchain transfers, surpassing the previous high of $185 million in June 2024 [20][22] - Over $12 billion has been securely transferred between blockchains using Axel [23] - The total value locked (TVL) is $1.29 billion, with a fully diluted value of $440 million, and the volume in the last 30 days is over $241 million [24] Stablecoin Adoption - Axel is positioning itself as a high-speed router for stablecoins, which are becoming increasingly important for DeFi volume [28][29] - The platform enables cross-chain movement of stablecoins like ROUSD from Ethereum to the XRP Ledger [32]

ROUSD has been growing rapidly and I really do think that we are probably going to see this accelerate much more than we ever thought was possible in a very short amount of time. Now, in a video recently, I did talk about how I was going to do a deep dive in on the recent Ripple acquisition because there's definitely a lot of facts to go over. There's a lot of things to look into as well.And I really do think that this is probably something that's going to change the entire landscape for not just ROUSD, but ...