RT Solana Breakpoint 🇦🇪 Abu Dhabi Dec 11-13 (@SolanaConf)We're honored and excited to have @jerallaire join us at Breakpoint 🇦🇪 to celebrate 5 years of @USDC on @solanaStable coins have played a pivotal role in accelerating Solana's growth and adoption. ...

DeFi与传统金融的融合 - 加密行业正在与传统金融系统融合，未来“加密”概念或将消失，金融机构将更多地整合加密基础设施[1] - 稳定币正在从电子美元向数字美元转型，用户无需理解底层技术，即可实现更快、更便宜的交易[1][2][9] - 传统金融平台（如Charles Schwab、Vanguard、Robinhood）将拥抱稳定币和代币化证券，但用户体验不会有太大改变[2] - 各大交易所（如Coinbase、ICE、NASDAQ）都希望成为“everything exchange”，交易股票、加密货币、房地产等各类资产[2] 稳定币市场的竞争格局 - Tether（USDT）凭借先发优势和积极的市场策略，保持领先地位，拥有超过 4 亿用户，且以每季度 3000 万新用户的速度增长[3][5] - USDC 通过与 Coinbase 合作，专注于受监管的美国市场，但可能需要牺牲部分经济利益[3] - 稳定币发行商正在争夺区块链的所有权，以获取更多经济利益，Stripe、Circle、Tether 均已宣布相关投资[6][7] - 传统金融机构（如 City、摩根大通、美国银行、Visa）正在与加密公司建立合作关系，以参与稳定币市场[8] 比特币与黄金的关系 - 2020 年，黄金价格上涨后趋于平稳，比特币随之迎来牛市，目前可能重演类似模式[11][15][16][17] - 黄金上涨 50% 后，开始降温，比特币开始获得上涨动力[16][17] 美国与中国的贸易关系 - 投资者偏好明确的规则，中美贸易关系的不确定性会抑制投资[24][25] - 美国和中国都在努力减少对彼此的依赖，但短期内难以完全脱钩[26][27] - 谈判代表之间的个人关系和策略，如 Scott Besson 和 Lee Changpang 之间的互动，会影响贸易谈判[29][30][31][32] - 降低关税或实现真正的自由贸易，将对市场有利，因为政府干预越少，市场越可预测[35][36][37] 白宫资产管理 - “白宫资产管理”正在积极参与市场，投资于稀土公司、量子技术和英特尔等领域[42][43] - 政府对特定公司的投资，可以为市场带来明确性，并可能刺激相关股票上涨[44]

It's up almost 170% over the last six months. Here to talk but more about Ether and large crypto trends along with the broader markets, let's bring in Joe Mogia. Joe, clap, clap them in.It's always great to see you. Original sponsor of Fast Money. Thank you.Um, so there are so many companies out there now that are Ethereum Treasury companies. They go public. They are public.Their stocks skyrocket. I mean, what to you what is so intriguing, what is so interesting about a company that is designed to acquire a ...

Market Overview - US stocks ended the day mixed, with the S&P 500 and NASDAQ returning to rally mode, while the Dow saw minimal movement, down by one point [1] - The NASDAQ composite reached a record high, up 1.11%, and the NASDAQ 100 increased by 1.2%, while the S&P 500 rose by 0.6% [1] - Technology sector led the market, finishing up 1.75%, followed by industrials and utilities, which also performed well [1] Sector Performance - Energy sector was the worst performer, down approximately 0.6%, with real estate, staples, finance, and communication services also lagging [1] - Notable performers included Nvidia, which rose by 2%, and AMD, which saw a significant increase of 43% over the trailing week [1] Economic Sentiment - Investors remain broadly optimistic, but there is substantial demand for safety, pushing gold prices to new highs [1] - Skepticism exists regarding the sustainability of the recent rally, particularly in value-oriented spaces and broader economic indicators such as employment and consumer spending [1][4] Earnings and Valuation - Recent earnings growth has exceeded expectations, setting a positive tone for future quarters, but concerns remain about high valuations and narrow market leadership [2][3][4] - The market is experiencing a significant gap between value and growth stocks, with a focus on diversifying investments to include lagging value cohorts [5][6] Government Shutdown Impact - The ongoing government shutdown is causing delays in federal assistance programs, particularly affecting farmers who are awaiting promised bailouts [19][20] - The USDA is operating with reduced staff, complicating the rollout of financial assistance for farmers impacted by tariffs and market conditions [21][22] Agricultural Sector Challenges - Soybean farmers are facing significant losses due to a lack of demand from China, with estimates suggesting losses of over $100 per acre [22][26] - The current market conditions are exacerbated by a bumper crop and reduced prices, with soybeans selling around $10 per bushel, down from $13-$14 in previous years [28][29] Future Outlook - The market is pricing in optimism despite growing skepticism regarding fiscal issues and the potential impact of a government shutdown on the labor market [9][10] - Concerns about the Federal Reserve's approach to interest rates and the overall economic landscape are influencing investor sentiment [40]

So much of the rally in the S&P 500 this year has been focused on technology, whether it's large cap, uh, midcap, but looking at other ways to play this tech rally. Uh, Jay, you have two new ways that you've been sort of looking for new talk of deployment slowing, power concerns, and so forth when talking about artificial intelligence. How does that trickle to trickle through to the ETF universe.Well, one of the biggest trades we're seeing this year is simply people leaving the traditional tech sector and g ...

One thing about 2025 that is extremely clear is that adoption is heating up. Not just any type of adoption like for an example retail adoption of crypto but institutionalgrade adoption around crypto is becoming a big deal. Now during this time we are definitely watching a lot of things happen.Number one the tokenization space is booming. We are over $33 billion in value here. And then also stable coins. Stable coins are over 291 billion. We are seeing trillions of dollars every single month transferred over ...

Crypto, crypto, crypto. As cryptocurrency becomes more popular, we're starting to see signs that it could become part of our financial future. US dollars are the greatest product in human history.But amazingly, most people around the world who want dollars cannot get them because the legacy financial rails simply prevent them from doing so. You want to have the world's most realtime global financial market where everyone is synchronizing using the same open protocol at the speed of light. Ladies and gentlem ...

Group 1 - Morgan Stanley is preparing to offer direct crypto trading through its Erade platform, marking a significant shift in its approach to cryptocurrency [1][2] - Previously, major firms like Morgan Stanley, Goldman Sachs, and JP Morgan provided exposure to Bitcoin only through ETFs, but will now allow direct access to various cryptocurrencies [1] - The trading access will be facilitated through a partnership with a startup called Zero Hash, which has received institutional backing from Morgan Stanley, SoFi, and Apollo [1][2] Group 2 - The regulatory environment has changed, allowing firms to explore trading in stable coins and tokenized assets, in addition to cryptocurrencies [2] - Zero Hash has obtained necessary licenses and aims to act as a neutral connector within the crypto economy, similar to companies like Plaid [2][3] - The shift in strategy reflects a growing interest among traditional financial institutions to engage more directly with the crypto market [1][2]

Partnerships and Integrations - Ripple partnered with Securitize to allow holders of BlackRock's BUILD and VanEck's VBILL to exchange their shares for RLUSD, preserving exposure to on-chain yield and DeFi capabilities [1] - Securitize is integrating with the XRP Ledger to expand access and utility to the XRP ecosystem [1] - Ripple partnered with DBS Bank and Franklin Templeton to establish repo markets powered by tokenized collateral and stablecoins [1][10] - Ripple announced a partnership with BBVA [1][20] Tokenization and Institutional Adoption - Tokenization platforms currently hold approximately $17 billion and have over 399,000 holders, enabling trillions of dollars to enter tokenization in the coming years [1] - Securitize is the leading platform in the tokenization space with $3 billion tied to it, including funds from BlackRock, Apollo, VanEck, and Hamilton Lane [1] - BlackRock reported new assets under management in 2025 at $125 trillion, while Morgan Stanley has $167 trillion in assets [1] - Hamilton Lane has $9477 billion in assets, Apollo has $840 billion, and VanEck has nearly $2 billion [1] - Tokenized treasuries are becoming a core part of crypto market infrastructure [6] ROUSD Stablecoin - ROUSD is Ripple's fully reserved stablecoin backed 1:1 by USD deposits and short-term treasuries, issued under a New York Department of Financial Services Trust Charter with over $700 million in market capitalization [2][17][18] - ROUSD is designed for institutional use and DeFi composability, with qualified fund holders able to swap BUILD and VBILL for RLUSD [3] - ROUSD's value on-chain has nearly increased tenfold since the beginning of the year [8] - ROUSD is expanding into Africa [20] - Ripple and SBI plan to distribute ROUSD in Japan [21] XRP Ledger and Ecosystem - The XRP Ledger has surpassed over $356 million in tokenized assets [7] - Securitize is integrating with the XRP Ledger to expand access and bring new utility and assets to the XRP Ledger ecosystem [5] - ROUSD and XRP Ledger are expected to become a key pair [9] - Vert Capital has over $135 million tied to XRP [22] - Control Alt has $22 million tied to XRP [23]

Group 1: Company Insights - Coinbase successfully recovered NBA star Kevin Durant's account after he lost access, highlighting the company's customer support capabilities [2][3][4] - The CEO of Coinbase, Brian Armstrong, emphasized the importance of account recovery services, contrasting it with self-custody options where users bear full responsibility for their passwords [4][6] - Coinbase aims to become a super app, providing a wide range of financial services and positioning itself as a primary financial account for users [22][23] Group 2: Industry Developments - Recent legislative developments, including the passage of the Genius Act and the Clarity Act, are creating a clearer regulatory framework for cryptocurrencies and stablecoins, which is seen as a positive step for the industry [8][9][10] - The potential for Bitcoin to reach significant price milestones, such as $1 million per coin by 2030, is supported by emerging regulatory clarity and institutional interest, particularly with the launch of Bitcoin ETFs [29][31] - The U.S. government's strategic Bitcoin reserve is expected to drive demand, with other G20 countries likely to follow suit, indicating a growing acceptance of Bitcoin in mainstream finance [30][31]