One old coin that I constantly bring up on the channel is XDC. We have been following this project since going all the way back to 2021 and we have witnessed the entire ecosystem actually become populated with some great projects. But on top of that, with the tokenization and even the stable coin boom, we know XDC is behind both of them.Currently speaking, in the last 30 days, RWA value on XDC is actually up almost 50%. We also have 28 tokenized RWAS already on the network and there's about $14 million wort ...

Regulatory Landscape & Legislation - The passage of stablecoin legislation faces headwinds due to infighting between special interest groups, specifically banks versus the crypto industry [1] - The first procedural vote on the stablecoin bill failed in the Senate, echoing a similar outcome in the House [2] - The government's underlying motivation for considering crypto is to address the US's significant fiscal deficits by creating new markets for US Treasury purchasers [3] Stablecoins & Banking - Custodia applied for a patent on bank-issued stablecoins in 2020 and was granted it in 2022, anticipating potential patent infringements from big banks entering the market [5] - The stablecoin bill primarily applies to non-banks, raising the question of whether the Federal Reserve will allow banks to tokenize traditional bank deposits [6] - Banks, particularly JP Morgan and Wells Fargo, originate over half of ACH (Automated Clearing House) volume in the United States [7] - The industry anticipates that much of the ACH payments volume will be disintermediated by stablecoin technology, whether originated by banks or non-banks [7] Market Dynamics & Competition - The crypto industry has been winning against banks in the stablecoin regulation discussions [2] - Big bank CEOs are expressing interest in entering the stablecoin market [5]

Tokenization of Private Company Assets - The company tokenizes traditional assets held in a box on a one-for-one basis, placing the tokens on blockchains for trading [1] - This process is analogous to stable coins, where assets like US Treasury bills back the tokens [1] - Tokenization provides access to private company shares or other exposures [2] Structure and Exposure - The structure involves an SPV (Special Purpose Vehicle) holding instruments like profit participation units and convertible interest securities [2] - Robin Hood holds and tokenizes the SPV, providing retail investors with exposure [2]

Market Analysis & Investment Opportunities - Bitcoin is still in its early stages, presenting a buying opportunity, with current wallet adoption levels comparable to the internet in 1996 [1][18][19] - Ethereum is crucial due to its role as the backbone for stablecoins, suggesting a potential comeback as stablecoins gain traction [1][21] - China's historical bans on technologies have often preceded significant investment opportunities, potentially signaling a buy signal for Bitcoin and cryptocurrencies [7] - Altcoins are showing interesting developments, with DeFi Development Corporation purchasing 27 million in Solana as part of its treasury strategy [10] Key Events & Regulatory Landscape - A Bitcoin whale from 2011 moved 20,000 Bitcoin after 14 years of dormancy, increasing its value by 141 million% [4] - The US House declared July 14th and 18th as crypto week, focusing on the Clarity Act, the Genius Act, and the Anti-CBDC Surveillance State Act [10] - Ono Finance acquired an SEC-registered broker-dealer, aiming to strengthen its tokenized security offerings in the United States [16] Project & Technology Highlights - GG3 introduces its token GGX with platform mechanics designed to increase token value, supported by a 100 million ecosystem fund [11][13][14] - GG3's AI learns from major platforms and delivers real utility, differentiating it from valueless Twitter bots seen in 2024 [12][13] - GGX is listed on MEXC and other exchanges, with staking rewards and upcoming premium features for early stakers [11][14]

Bitcoin Price Analysis and Prediction - Bitcoin price is determined by supply and demand, with mathematically set supply [2][7] - Current price hovering around $100,000 due to behavioral factors and selling pressure from retail investors and estates like Mount Gaus and FTX [3][11][12][13] - Bitwise predicts Bitcoin could reach $200,000 by the end of the year, based on the expectation of exhausting sellers at $100,000 [14] Supply and Demand Dynamics - Bitcoin network will produce approximately 164,000 new Bitcoin this year [6] - Year-to-date through March 6, 57,000 new Bitcoin were produced, with ETFs buying all of it and corporations buying 3x that amount; governments also bought about 40,000 Bitcoin [8] - Structural mismatch exists between demand and supply, with new demand sources buying more than 100% of the supply [9] Altcoin News and Developments - Elastos debuts BTCD, a Bitcoin-backed stable coin, overcollateralized by 160-200% of BTCD's value in Bitcoin [15][16] - Ford Motor Company is exploring Cardano for legal data storage and advisory role [18][19] - Internet Computer (ICP) leads in development activity, surpassing ETH and ADA [20][21] Market Trends and Future Outlook - Shift in crypto demand from retail to institutions and governments [22] - Focus on projects with institutional appeal, such as DeFi, blue-chip projects, and stable coins [22] - Expectation that 95% of altcoins will fail, but those with product-market fit will succeed [23]

Hyperlquid Overview - Hyperlquid has been gaining market share from major exchanges, with its hype coin climbing towards the top 10 [1] - Hyperlquid consists of two core components: Hypercore (powers the DEX) and HyperEVM (generalized execution layer for DApps) [1] - Hyperlquid is expanding to new use cases, including decentralized social media platforms like Farcaster [2] Key Developments - Hyperlquid integrated with a cross-chain protocol, facilitating USDC bridging from other chains [1] - Hyperlquid launched HyperEVM, leading to an increase in DApps and TVL on Hyperlquid [1] - Hyperlquid introduced native multi-sig wallets, enhancing security and appealing to institutions [1] - Tether launched USDT0 on Hyperlquid, and Layer Zero launched Hyperbridge, enabling bridging of USDT and other cryptos [1] - The first billion-dollar long position was opened on Hyperlquid, demonstrating liquidity [1] Challenges and Risks - A trader's self-liquidation caused a $4 million loss on the DEX, raising decentralization concerns [1] - Hyperlquid delisted the Jelly token, sparking controversy and leading to a more decentralized delisting process [1] - Competition from centralized exchanges launching DEXs, such as Bybit's DEX on Solana, poses a significant challenge [3] - Limited team size (10 people) may hinder Hyperlquid's ability to compete with larger exchanges [3] - Potential hesitation from stablecoin issuers to launch native tokens on Hyperlquid due to centralization concerns [3] Hype Token Analysis - Hype's price is influenced by fee buybacks and DeFi leverage, but decoupling from trading volume raises concerns [2] - DeFi leverage, particularly whales borrowing against hype to buy more hype, is supporting its price action [2] - A potential mass liquidation event due to exogenous shocks (e g, escalation between Israel and Iran) could cause hype to fall as low as $23 [2] - Industry experts predict Hype could reach $300, giving it a market cap of around $100 billion [2] Future Milestones - The mainnet implementation of Hyperlquid Improvement Proposal 3 (HIP 3) will allow anyone to launch perpetuals on the DEX [2] - Each perpetual pair will require a stake of 1 million hype to mitigate market manipulation [2] - Hyperlquid is focused on stablecoins but lacks native USDC or USDT, possibly due to centralization [2][3]