Chainlink & Institutional Tokenization - Chainlink is progressing with Swift on interoperability and collaborating with DTCC, Euroclear, UBS, DBS, BNP, and others to address key issues like corporate actions for institutional tokenization [1] - Chainlink is launching Digital Transfer Agency with UBS and DataLink with Deutsche Borse, addressing on-chain transfer agency and institutional-grade data for digital assets [2] - The Chainlink Stack is positioned as a comprehensive solution for digital asset challenges, using a single standard [2] Requirements for Institutional Tokenization at Scale - Institutional tokenization and capital flows require multiple conditions: on-chain data, cross-chain connectivity, on-chain compliance, on-chain asset servicing (e.g., corporate actions), and legally binding transfers [3] - A single global standard is needed to solve these problems on-chain for both institutions and regulators to enable trillions of dollars in capital flowing on-chain [3] - Solving only one problem is insufficient for large-scale institutional on-chain transactions [3] Chainlink's Solution - The Chainlink Stack aims to solve these problems with a single standard [4]

The @SECgov said in a letter Tuesday that it did not plan to take action against registered investment advisors, issuers of crypto funds and other entities for using state-chartered trusts to hold digital assets. https://t.co/GHP0PGFqpQ ...

Andre Cronje raised $200M from some of the best investors in digital assets & announced it today.We are firmly in the golden bull.All we wanted was a chance at abither big swing.Here we are.Cherish it, lock in, & make sure you maximize your output in this period.Big, big weeks ahead. I’m max bullish going into Q4.Seasonality in our favor as well.Patience. Less is more. Fearful when others are greedy.Higher. ...

Industry Discussion - Token2049 会议讨论了 DATs (Decentralized Autonomous Tokens) 是否以及如何定位为生态系统公司，而不仅仅是公共市场访问数字资产的 APIs [1] Participants - 参与者包括 @cosmo_jiang, @zsparta, Jason Urban 和 @davijlu [1]

Market Overview & Strategy - The stock market's performance is not solely attributable to government policies, but significantly influenced by economic fundamentals [3][5] - The industry emphasizes engaging individuals in risk-taking, rather than focusing solely on education or specific strategies [9][10] - The speaker expresses nervousness about the stock market, finding no cheap sectors, commodities, or countries [30][31] - The speaker believes the volatility indexes are too cheap, suggesting fear is currently undervalued in the market [68] Retail Investor Impact - Retail investors are increasingly influential, driving changes in asset pricing and company valuation [13] - There's a massive demand for speculation and risk, but technology and content are needed to facilitate it [15] - Individual investors appreciate a probabilistic, quantitative, and mathematical approach more than a subjective, fundamental one [29] - Retail volume in derivatives has increased significantly, with options, futures, and options on futures now representing close to 80% of the market [16][17] Derivatives & Trading - A sophisticated derivatives model provides an expected move for every stock with underlying options, offering valuable information to investors [24][26] - The options marketplace determines the expected move of a stock, reflecting implied volatility set by high-frequency trading firms [28] - The speaker advocates for trading the yield curve to understand how the economy and bonds work [35] Crypto & Digital Assets - The speaker expresses concern that innovative crypto firms are being bought out, potentially leading to regulatory issues and consumer risks [55][56] - The speaker likes the listed futures and ETFs for digital assets, as they provide more optionality and tradability for retail investors [58][60] Event-Based Markets - Event-based markets are currently too expensive due to high fees, but are expected to improve with increased competition from larger exchanges [46][47][48]

RT Gamma Prime | Uncorrelated Investing Hub (@GammaPrime_Fi)We’re pleased to announce @CryptoHayes, CIO of @MaelstromFund, as a speaker at Tokenized Capital Summit 2025 in Singapore.Arthur, a well-known investor and respected voice in global finance, will share his perspective on the future of digital assets and capital markets.Join us at Tokenized Capital Summit 2025 to hear from one of the most influential voices in the industry. ...

Core Insights - Sony Bank has established BlockBloom Inc., a wholly owned subsidiary focused on developing Web3 services, including digital assets, NFTs, and blockchain infrastructure [1][2] - The subsidiary will operate under Japan's regulated framework for digital assets, allowing the bank to safely develop blockchain technology without impacting core banking activities [2][4] - BlockBloom received $2 million in initial capital and is expected to begin operations in autumn 2025, with plans to provide digital wallets for crypto and NFTs and facilitate yen-to-digital-asset conversions [3] Company Developments - The creation of BlockBloom Inc. is part of Sony Bank's strategy to manage digital asset projects while keeping compliance and operational risks separate from traditional banking [2][4] - Sony Bank anticipates that BlockBloom will have minimal impact on earnings for the fiscal year ending March 31, 2026 [4] - The subsidiary may develop services such as NFT custody, tokenized financial instruments, and blockchain settlement networks, potentially collaborating with fintech startups [6] Industry Context - Japan's digital asset market is experiencing steady growth, with NFT trading volumes reaching billions of yen and increasing retail adoption of cryptocurrencies [5] - Financial institutions in Japan are exploring blockchain for various applications, including tokenized securities and cross-border payments [5] - Recent regulatory updates allow banks to offer tokenized securities, NFT services, and blockchain payments within a regulated framework [4]

Event Announcement - CryptoHayes, CIO of Maelstrom Fund, will speak at Tokenized Capital Summit 2025 in Singapore [1] - Arthur, a well-known investor, will share his perspective on the future of digital assets and capital markets [1] Industry Perspective - The summit focuses on the future of digital assets and capital markets [1] - The event is related to Tokenized Capital and Uncorrelated Investing Hub [1]

Core Insights - Visa Inc. is recognized for its significant upside potential and is included in the list of Top 15 Stocks to Buy across 11 different sectors for the next three months [1] Group 1: Growth Metrics - Visa reported an 11% increase in cross-border transactions [2] - Visa Direct transactions saw a 25% rise [2] - Stablecoin settlements achieved a $1 billion run rate, indicating Visa's engagement in digital assets [2] Group 2: Adoption and Technology - Tap-to-pay adoption reached 63% in the U.S. and 78% globally, contributing to further expansion [2] - Visa operates a secure electronic transaction network known as VisaNet, along with services like Visa Direct and tokenization [3] Group 3: Market Position - Visa is categorized as one of the Best Diversified Stocks in the market [3]

Partnership & Collaboration - Chainlink partners with Bluprynt to accelerate end-to-end compliance infrastructure for digital assets using Chainlink's Automated Compliance Engine (ACE) [1] - Chainlink and Bluprynt are teaming up to provide end-to-end compliance infrastructure for digital assets [2] Market Opportunity - Compliant crypto unlocks a projected $16 trillion RWA (Real World Asset) market [1] - The partnership helps bridge the gap between regulatory intent and machine-readable compliance logic [1] Solutions Provided - The collaboration addresses challenges across identity, policy enforcement, and disclosures [1] - The partnership enables automated compliance for digital assets [2]