You. Stocks went up. You didn't think there was a prediction market that actually sent it higher because you have a whole host of businesses.Well, you mentioned yourself, though, just now, prediction markets are a new source of information about real events. Government shutdown being being top of mind today. So I think it just illustrates the power of this technology, not just as an investment asset, but as a source of news and information and almost like new media.You're obviously excited about the predict ...

Core Insights - The prediction market is emerging as a significant source of information and investment opportunities, with potential for substantial growth both in the U.S. and internationally [1][2][3][4]. Group 1: Prediction Markets - The prediction market business is projected to reach an annualized revenue run rate of $200 million, making it one of the fastest-growing sectors within the company [4]. - There is a global interest in prediction markets, with various countries exploring their own strategies, indicating a trend beyond just the U.S. [2][3]. - The nature of prediction markets blurs the lines between finance, gambling, and news, presenting unique challenges and opportunities for regulation and market acceptance [6][7]. Group 2: Tokenization - Tokenization is viewed as a transformative force in finance, with the potential to disrupt traditional asset classes such as stocks, bonds, and real estate [12][17]. - The company has already launched tokenized stocks in the EU and is exploring tokenization of private companies and real estate, which could democratize access to these assets [15][20]. - Regulatory clarity is crucial for the successful implementation of tokenization, and there is a positive outlook from regulators in Europe and the U.S. regarding this innovation [24]. Group 3: Cryptocurrencies - Cryptocurrencies are anticipated to become the backbone of the financial system, with blockchain technology offering advantages such as lower operational costs and 24/7 trading [25][27]. - The company is focused on integrating real-world assets into the crypto ecosystem, which could significantly expand the addressable market [31][32]. - There is a commitment to developing a robust infrastructure to support cryptocurrency trading and related services, positioning the company as a leader in this space [22][28]. Group 4: AI and Trading Tools - The company is enhancing its trading tools, such as Robinhood Cortex, to leverage AI for improving trading strategies and decision-making for active traders [33][34]. - The goal is to make trading more accessible and efficient, akin to how AI has transformed software engineering [34][35]. - Continuous investment in AI and regulatory compliance is emphasized to ensure safety and reliability in financial services [38].

Future of Finance - The discussion revolves around the future of finance, crypto, and AI [1] - The central theme is the concept of everything becoming a token [1] Key Individuals - Micky Malka, described as one of the greatest VCs, shares insights [1] - Micky Malka is portrayed as someone who "literally sees the future" [1]

Market Trends - Crypto markets are experiencing an upward trend, potentially influenced by the U S government shutdown [1] - Tokenization is highlighted as a significant development in the crypto space by Robinhood's CEO [1] Investment Flows - U S Bitcoin ETFs saw a substantial single-day inflow of $675 8 million [1] Media & Sponsorship - CoinDesk media network is supported by sponsors like @MidnightNtwrk and @Stablecoin [1]

Core Insights - Crypto markets are showing renewed strength as Bitcoin remains near its all-time high, with institutional inflows accelerating and altcoins gaining real-world utility [2][3][5] Institutional Adoption - Flows into Bitcoin exchange-traded products (ETPs) have reached $37 billion over the past year, bringing global assets under management (AUM) close to $148 billion [3] - Public companies hold nearly 5% of the circulating Bitcoin supply, with hedge fund activity increasing, evidenced by futures open interest at $45 billion and options at $43 billion [4] Macro Environment - The U.S. deficit exceeds 6% of GDP, with national debt surpassing $34 trillion, prompting investors to seek alternatives to fiat currencies [5] - Bitcoin's transparent issuance is viewed as an attractive store-of-value, with projections suggesting it could reach $250,000 by 2030 if monetary expansion continues [5] Altcoin Development - Speculation-driven altcoin rallies are transitioning to use-case-driven adoption, with Solana gaining traction in consumer applications, Ethereum supporting tokenization and stablecoins, and XRP facilitating cross-border payments [6] Regulatory Landscape - 2025 has seen significant regulatory advancements, including the U.S. GENIUS Act for stablecoin rules and the implementation of Europe's MiCA regime, alongside regulated pathways for institutional adoption in regions like the UAE and Switzerland [7] Tokenization and DeFi - DeFi has rebounded with $150 billion locked in lending and trading protocols, and a $28 billion market for tokenized real-world assets is emerging [8] - Stablecoins are solidifying their role as a bridge between traditional finance and on-chain markets [8] Future Outlook - The convergence of adoption, macro trends, utility, regulation, and tokenization is positioning crypto as a multi-trillion-dollar cornerstone of global finance, raising questions about the speed of its impact on the financial system [9]

Group 1 - Tokenization is described as a transformative force that could significantly impact the entire financial system, according to Robinhood Markets' CEO Vlad Tenev [2] - Despite its disruptive potential, traditional financial players are not expected to be completely overwhelmed by tokenization [2] - The financial system is anticipated to adapt and coexist with the advancements brought by tokenization [2]

Market Position - Sei is attracting major players in tokenization, including Ondo Finance and Securitize [1] - Ondo Finance and Securitize represent over 50% of the tokenized Treasury market [1] - Institutions are focusing on Sei as a settlement layer for global-scale markets [1] Real World Assets (RWA) - RWAs move faster on Sei (measured in $/acc) [1]

Core Viewpoint - Citigroup has raised its year-end price target for Ethereum to $4,500, while cutting its Bitcoin forecast to $133,000, reflecting strong ETF flows and institutional interest in digital assets [1] Group 1: Ethereum Performance - Ethereum has gained 32% this year, outperforming Bitcoin, which has increased by about 27% as of October 1, 2025 [2] - The rise in Ethereum's value is attributed to growing interest in staking, tokenization, and institutional adoption [2] Group 2: Market Drivers - Whale and institutional buying are significant factors driving Ethereum's rally, with companies holding Ethereum in their treasuries [3] - Bitmine has adopted a strategy similar to early Bitcoin adoption, now owning 1 million ETH [3] Group 3: Analyst Predictions - Standard Chartered has raised its year-end target for Ethereum to $7,500 due to institutional adoption [4] - CoinCodex expects Ethereum to surge above $7,200 by year-end, citing strong ETF demand and staking yields [5] - Fundstrat's co-founder predicts Ethereum could reach between $7,000 and $12,000 this year, driven by AI adoption and growing trust from Wall Street [8] Group 4: ETF Impact - Spot ETF inflows for Ethereum have spiked by $674 million in early October 2025, with significant contributions from Fidelity and BlackRock [9] - Analysts estimate that every $100 million of ETF inflows can boost spot prices by 0.3% to 0.7% [9] Group 5: Economic Environment - The Federal Reserve is likely to cut rates, which could benefit high-risk investments like cryptocurrencies and put upward pressure on their prices due to a decline in the value of fiat currencies [7]

FG Nexus to also become the first to bring a dividend-paying preferred equity (Nasdaq: FGNXP) fully onchain, bringing programmable ownership and real-time settlement to equity markets CHARLOTTE, NC & MIAMI, FL, Oct. 02, 2025 (GLOBE NEWSWIRE) -- FG Nexus (Nasdaq: FGNX, FGNXP) (“FG Nexus” or the “Company”) and Securitize, a leading platform for tokenizing real-world assets, announced today that FG Nexus and Securitize have entered into an agreement to implement a program to allow shareholders to elect to nati ...

🚨JUST IN: @CRONOS_CHAIN, @MORPHOLABS, AND @CRYPTOCOM TEAM UP TO EXPAND DEFI LENDING AND TOKENIZATION OPPORTUNITIES ...