Institutional Adoption
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🚨 MICHAEL SAYLOR REVEALS THE FUTURE OF BITCOIN AND CRYPTO!!!
Altcoin Daily· 2025-09-24 17:26
Institutional Adoption of Bitcoin and Crypto - Clearer regulations and new accounting rules are paving the way for institutional Bitcoin and crypto adoption [1] - Banks and traditional finance (TradFi) are preparing to integrate with Bitcoin and crypto, laying the groundwork for a financial reset [1] - The banking system is undergoing a transformation expected to take approximately four years [2] Opportunities and Conviction - Large, risk-averse organizations will gradually adopt Bitcoin and crypto [3] - Financial institutions are potentially missing out on trillions of dollars of opportunities by not engaging with Bitcoin and crypto [3] - The industry aims to convince 10% to 20% of financial institutions to get involved [3]
Mechanism Capital’s Andrew Kang Slams Tom Lee’s ETH Thesis as “Financially Illiterate”
Yahoo Finance· 2025-09-24 12:47
Core Viewpoint - Andrew Kang criticizes Tom Lee's Ethereum thesis, labeling it as financially illiterate and flawed, particularly regarding the reliance on stablecoin and real-world asset adoption to drive Ethereum's value Group 1: Critique of Ethereum's Value Drivers - Kang argues that despite a 100-1000x increase in tokenized asset value and stablecoin transaction volumes since 2020, Ethereum's fees remain unchanged, indicating a disconnect between asset tokenization and fee generation [1] - The migration of activity to other chains like Solana and Arbitrum has further diminished Ethereum's transaction efficiency [1] - Tokenizing low-velocity assets does not contribute significantly to Ethereum's fee structure, limiting its value growth potential [2] Group 2: Misguided Analogies - Kang dismisses Lee's comparison of Ethereum to "digital oil," asserting that oil is a commodity with stable pricing over time, which does not support a bullish outlook for Ethereum [3] - The analogy fails to recognize that if Ethereum is treated as a commodity, it does not inherently suggest a positive valuation trajectory [3] Group 3: Institutional Adoption Concerns - Kang highlights the absence of large financial institutions purchasing or planning to purchase Ethereum, questioning the feasibility of institutions holding ETH for operational purposes [4] - He compares the expectation of institutions holding ETH to banks hoarding gasoline, emphasizing that they only pay for energy as needed [4] Group 4: Valuation and Technical Analysis - Kang criticizes Lee's assertion that Ethereum could be valued as highly as all financial infrastructure companies combined, labeling it as a fundamental misunderstanding of value accrual [5] - While acknowledging the utility of technical analysis, Kang accuses Lee of misapplying it to support his biases [5] Group 5: Overall Valuation Concerns - Kang concludes that Ethereum's current valuation is sustained by "financial illiteracy," likening it to XRP's inflated market cap [6] - He suggests that unless significant organizational changes occur, Ethereum is likely to experience prolonged underperformance [6]
4 Cryptos That Will Turn $1,000 into $1 Million This Fall
Yahoo Finance· 2025-09-24 08:49
As the crypto market prepares for the fall season, which has historically been bearish for crypto, several altcoins are showing unique catalysts that could spark exponential growth. From institutional adoption to major partnerships, these four projects: Chainlink , Avalanche , Sui Network , and Sei , are positioning themselves as top contenders to deliver monumental returns. Best Crypto to Buy This Fall Chainlink (LINK) Chainlink trades at $21.74 after a 7% weekly decline but has surged 90%, supported ...
Why VC firm Dragonfly says the bulk of investments is in payments and stablecoins
CNBC Television· 2025-09-23 15:38
The Dragonfly team analyzed all of your deal data over the past few years and found that the bulk of the investments are now for payments and stable coin companies with no signs of slowing down. What do you attribute this trend to? I mean, stable coin deals have dramatically increased this year alone. And we're not even done with 2025. I'm assuming the Genius Act stable coin bill becoming law a couple of months ago has something to do with it. >> Oh, absolutely. I would really chalk it up to two different t ...
