We are inching closer and closer to Meridian 2025, which is going to be seller's largest event yet. This is upcoming in the middle of September, September 17th through the 18th. And I am definitely excited for this event because there's going to be a lot of great speakers at this event, number one. Number two, I'm sure that there's going to be a lot announced at this event as well because we typically do see that.And the biggest things that I look forward to seeing at this event is possibly some partnership ...

Tokenization & Index Funds - S&P Dow Jones 将进军代币化领域 [1] - S&P 500 指数已授权给 Centrifuge 用于链上指数基金，道琼斯指数等其他指数也在考虑范围内 [1] - 主要指数公司实现主要指数的碎片化所有权 [2] Potential Benefits - 全天候交易，可编程投资组合 [2] - 全球准入和流动性，超越 ETF [2]

Investment Strategy & Market Dynamics - Passive investing is portrayed as a flow-driven algorithm, influenced by policy, that directs capital towards mega-caps while potentially starving small-caps [1] - The strategy raises the likelihood of market non-clearing shocks [1] - The discussion includes lessons from Volmageddon, suggesting potential market instability [1] - The aging of investor cohorts is considered as a relevant factor [1] - Stress in the market may initially be deflationary before becoming inflationary [1] - Portfolio "doom-proofing" involves assets that generate cash flow [1] - Large cap companies are dominating the market [2] - Other market distortions are identified and discussed [2] Crypto & Tokenization - Crypto's burn-it-down narrative is distinguished from the potential of tokenized, programmable securities to improve TradFi's infrastructure [2] - Tokenization is presented as a solution to fix TradFi's paper plumbing [2]

Investment Thesis - Onondo is creating key infrastructure for Web3 and traditional finance, positioning it as a blue-chip project in the institutional and Real World Asset (RWA) space [3][5][12] - The speaker believes Onondo could reach $10, citing its work with major traditional finance players like BlackRock [4][5] - Onondo's OnoChain is a key institutional-grade omni chain hub for real-world assets, bridging permissioned and permissionless chains [7][9] Onondo's Technology and Partnerships - OnoChain powered the first cross-chain atomic delivery versus payment settlement of a tokenized asset, bridging JP Morgan's Kexus with a layer 1 public network [10] - Onondo is helping to bring Solana's vision of internet capital markets to life, with $391 million in RWA value on Solana, up 24% quarter over quarter [19][20] - Onondo's USDY and OSG are the largest tokenized assets on Solana, representing nearly $250 million [20] - Onondo is enabling tokenized US Treasuries on the XRP Ledger, unlocking institutional access with seamless mint and redemptions via Ripple's ROSD stablecoin [27][30] - Onondo is bringing yield-bearing assets to the Stellar network, potentially unlocking $10 million in annual yield for small businesses and local economies [32][34] Market Opportunity and Tokenization - Tokenization is making US Treasury yield globally accessible, with Onosdy giving users in emerging markets access to US dollar savings [26] - Stablecoins are now 1% of the global M2 supply and are enabling much of the activity in the crypto space [18] - The current $14+ billion in tokenized RWA value on public networks is small compared to its potential [35] Onondo's Market Position - Onondo has $1.36 billion on-chain [20] - Onondo is the only tradable coin among the top five platforms in the space [21][22] - Value is growing on Ethereum (over $1 billion), Solana (almost $250 million), XRP ($30 million), and Mantle (282 million or 282 thousand) [23]

Crypto Market Trends - Institutional adoption of crypto is a primary driver [1] - Real World Assets (RWA) and tokenization are contributing factors [1] - Major players are recognizing the advantages of the crypto dynamic [1]

Lending Protocol Market Overview - Total deposits into lending protocols have surpassed $100 billion, reaching approximately $100.2 billion, a 313% (3.13x) increase in the last year [1] - Aave holds $64.6 billion, representing 64% of the lending market [1] - Over the past year, Aave has experienced 300%-400% (3-4x) growth across key metrics like TVL (Total Value Locked), fees, revenue, and active loans [1] Potential of Lending Protocols - Lending protocols have the potential to become the world's largest banks due to borderless access to capital, better yields for lenders, and 24/7 instant liquidity [2] - Lending protocols support more types of collateral, including crypto, NFTs, tokenized stocks, gold, and silver [3] - Lending protocols offer global rate opportunities, allowing users to borrow where rates are lowest and lend where returns are highest [3] - Various entities, including hedge funds, corporations, banks, and governments, are expected to participate in lending protocols [3] Aave's Potential and Tokenization Impact - Tokenization enables anyone to buy U.S stocks from anywhere, without KYC or proof of address, and at low fees, potentially driving greater demand for U.S equities [5] - Aave offers loans at around 4%-6%, with interest rates being the same for everyone, regardless of their location [6] - Tokenization allows individuals from countries with higher interest rates and stagnant stock markets to invest in better-performing markets and use their stocks as collateral for borrowing [7] - If 10% of the $23 trillion market cap of the top 10 U.S stocks comes on-chain in the next five years, it would amount to $2.3 trillion; if 10% of that goes into Aave for lending, it would be $230 billion [7] - Aave is projected to reach at least $500 billion to $700 billion in TVL by 2030 [8]

people who look at this and are saying, "Oh, well, once it gets to a million, I'm going to sell and I'm going to take some massive uh, you know, returns." They don't, what they're really saying is they have no clue what's actually playing out here. >> The Bitcoin price continues to consolidate as weak hands sell to strong hands, as short-term holders sell to long-term investors. Cuz if this if if this goes to a million, it's going to 10 million, it's going to 100 million, it's going to look like a Zimbabwe ...

Over the last couple days, we just witnessed some huge moves from Hideera. And these announcements should not go unnoticed, especially if you do hold Har. So, we have to talk about this.We're going to go in depth on a lot of these announcements and just how big of an impact it will have for not just the network itself, but also for HAR as the gas token as well. So, let's dive on in. Let's start off with just price action alone because price action has been pretty boring over the last couple weeks.Um, for an ...

ICYMI: @circle has tokenized ~$20 billion worth of RWAs on @ethereum in the past year. https://t.co/mdWiHkihzl ...

Tokenize everything. https://t.co/vkIEjUcOmo ...