Jeb Hensarling led the Congressional pushback against the 2008 bank bailouts.He also served as the former Chairman of the House Financial Services Committee.I sat down with Jeb to discuss his views on bitcoin, stablecoins, tokenization, how technology is reshaping the financial system, and why Jeb is joining ProCap BTC as a Senior Advisor.Enjoy!YouTube: https://t.co/2VG0bZNhl2Spotify: https://t.co/56MpLiIbTmApple: https://t.co/w0HjuKuoWOTIMESTAMPS:0:00 - Intro1:31 - 2008 bank bailouts & Satoshi5:27 - QE pla ...

JUST IN:ARK Invest, led by Cathie Wood acquires a $10M stake in Securitize, the leader in tokenization by TVL in digital assets.This makes Securitize the 8th largest position in ARK's Venture Fund, following major AI companies like OpenAI, Neuralink & SpaceX.Since inception, Securitize has issued $4.6B+ in tokenized assets, partnering with BlackRock, Hamilton Lane, and firms like Apollo.The tokenized asset market is set to explode from here with recent chatter about the CFTC allowing for traditional equitie ...

AI ETF Trends - Investors are shifting from traditional tech sectors to more specific AI ETFs, such as BlackRock's BAI, an actively managed strategy [2] - The AI investment strategy considers the entire value chain, including semiconductor manufacturers, data owners, large language model developers, and AI product developers [3] - Thematic ETFs are becoming essential for capturing targeted themes like AI, requiring a more granular approach than sector-based tools [4] Blockchain and Crypto Developments - Blockchain technology is expected to disrupt capital markets by creating cost and time efficiencies for investors [6] - Blockchain use cases include stablecoins for payments and tokenization of assets like real estate or stocks [7] - The Block ETF, actively managed since 2018, focuses on blockchain and crypto equities and has averaged a 20% annual return [7] - Enthusiasm around blockchain technologies, stablecoins, and tokenization often benefits Ethereum [9] - Ethereum is viewed as a bet on blockchain technology, while Bitcoin is seen as a global monetary alternative similar to gold [10]

Core Insights - Ondo Finance has successfully completed the acquisition of Oasis Pro, enabling the development of tokenized securities markets in the U.S. [1] - The acquisition provides Ondo Finance with a comprehensive set of SEC registrations to offer virtual asset services, creating a regulated ecosystem for tokenized securities [2][4] Company Overview - Ondo Finance is focused on tokenization, which involves representing assets like stocks and funds as digital tokens, allowing fractional ownership for investors [1] - Oasis Pro, founded in 2019, offers compliant infrastructure for issuing and trading tokenized securities in the U.S. [4] Strategic Implications - The acquisition allows Ondo Finance to deliver a robust and compliant platform for tokenized securities, enhancing its commitment to a transparent financial system [3] - The combined capabilities include a digital assets broker-dealer registered with the SEC, an alternative trading system, and a transfer agent license [5] Functional Capabilities - Ondo Finance will be able to provide a multi-asset secondary trading system for both public and private tokenized securities, as well as a primary offering marketplace [6] - The strategic combination aims to build a leading regulatory-compliant platform in digital assets, leveraging the expertise and infrastructure of both companies [7]

Core Insights - ARK Invest is investing in Securitize, a tokenization specialist, as the trend of tokenization gains momentum in the financial sector [1][4]. Investment Details - The ARK Venture Fund (ARKVX) holds 3.25% of its assets in Securitize, making it the fund's eighth largest position [2]. - As of September 30, ARK's net assets under management were $325.3 million, valuing its stake in Securitize at approximately $10 million [3]. Market Trends - Tokenization is emerging as a significant trend in the crypto space, with traditional financial instruments being brought onto blockchain platforms [4]. - The tokenized asset market has increased by 112% to $33 billion year-to-date and is projected to reach $18.9 trillion by 2033 [5]. Company Background - Securitize, founded in 2017, has issued $4.6 billion in tokenized assets and collaborates with major financial institutions like BlackRock and Apollo [6]. - The firm is involved in equity tokenization and has created on-chain shares for various companies [7].

Blockchain lender Figure Technologies (FIGR) has “tremendous growth headroom” according to analysts at investment firm Bernstein, earning it an “outperform” rating and a new price target of $54 per share.  The new price target hints at more than 30% upside based on Monday’s opening FIGR trading price of $41.02. Shares of FIGR were up 6.4% since trading began, now changing hands at $42.76.  “Figure’s technology stack brings the liquidity of blockchain capital markets to consumer loans, transforming a ‘balanc ...

Core Insights - Ondo Finance has acquired Oasis Pro, a U.S.-regulated digital asset trading firm, enhancing its regulatory capabilities and infrastructure for tokenized securities [1][5] - The acquisition positions Ondo to capitalize on the growing importance of regulatory compliance in the tokenization sector [2][7] Deal Details - The acquisition includes Oasis Pro's SEC-registered broker-dealer, Alternative Trading System (ATS), and Transfer Agent (TA), enabling a regulated on-chain capital market [3][5] - Ondo can now facilitate primary offerings and secondary trading of tokenized securities, strengthening its market position [3][4] Market Implications - Ondo currently manages over $1.76 billion in assets across tokenized products, and the acquisition provides a competitive edge in a rapidly growing market [4][5] - The tokenization of securities is projected to exceed $18 trillion by 2033, making the capture of U.S. investors critical for growth [4][5] Strategic Importance - Oasis Pro's regulatory pedigree offers Ondo a significant advantage in a tightly regulated financial environment, contrasting with competitors who may face uncertainty [7] - The deal is framed as a strategic combination of infrastructure and ambition, aiming to build a leading regulatory-compliant platform in digital assets [7]

Bernstein initiated coverage of Figure (FIGR) with an outperform rating and a $54 price target, calling it a leader in bringing blockchain to credit markets, the broker said in a Monday report. The stock was 2% higher in early trade, around $41.10. Bernstein said Figure is doing for lending what stablecoins did for payments, tokenizing traditional assets to make markets faster and more efficient. With roughly 75% of the $17 billion tokenized private credit market, Figure is the clear frontrunner, acco ...

Core Insights - Solana (SOL) demonstrated resilience in September 2025, achieving a modest price gain of +2% despite significant market volatility, with prices fluctuating between $200 and $250 following a flash crash [2][3] - On-chain metrics such as stablecoin supply, decentralized exchange (DEX) volume, and tokenized asset activity showed strong growth, indicating that Solana may be undervalued relative to its potential [1][4] Financial Performance - Solana's revenue experienced an 11% month-over-month decline, reflecting a broader slowdown in crypto market volatility, while SOL's own volatility decreased by 16% [3] - The SOL/ETH ratio remains below its one-year trendline, suggesting a potential area of concern for investors [3] Institutional Demand - The launch of two major Digital Asset Treasuries (DATs) in September, Forward ($1.5 billion) and Helius ($500 million), has increased institutional interest in SOL, with Solana-based DATs now holding approximately 2.5% of the total SOL supply [4] Technical Upgrades - A significant upgrade, Alpenglow, was overwhelmingly approved by Solana validators (98%), aimed at reducing transaction finality time from 12 seconds to 150 milliseconds and enhancing overall network performance [5] - Plans are in place to increase block capacity by 25% by year-end, addressing throughput limitations, while Jump's Firedancer team proposed a solution to eliminate fixed compute-unit limits [6] - The introduction of P-tokens is expected to replace the current SPL token format, significantly reducing computational demand and potentially increasing transaction throughput by nearly 10% [7] Market Positioning - Solana's role in global finance is expanding, particularly in the realms of stablecoins and tokenized assets, with the network adding $2 billion in stablecoins, bringing the total to $14.3 billion [8] - Solana's speed, efficiency, and low transaction costs position it as a potential "stablecoin network of Wall Street" [8]

Over the last couple weeks, the main thing that I have been focused on on this channel is stressing how important it is to focus on old coins during this time while they just kind of trend in a downtrend or maybe they just chop to the side. H bar is one that has been in a downtrend specifically since going all the way back to July. But also the main thing that I have been saying is focus on the fundamentals going all the way back to November of 2024 and how HAR performed because again H bar did do a 10x fro ...