Core Insights - Ether and Bitcoin experienced mixed movements as the Federal Reserve's two-day meeting commenced, with Bitcoin slightly declining to $114,600 and Ether dropping nearly 2% to $4,96 [1][2] - Securitize, a platform linked to BlackRock, is set to go public through a merger with a special purpose acquisition company, valuing Securitize at $1.25 billion in pre-money equity [3][5] - Circle's CEO announced the launch of a new blockchain business called Ark, which aims to facilitate economic activity on-chain, with participation from major firms like Goldman Sachs and Mastercard [6][8] - A partnership between Crypto.com and Truth Social was announced, focusing on launching prediction markets, which has led to a rise in Trump Media shares [9][10] - Michael Sailor discussed the rise of digital asset treasuries and the significance of S&P granting a credit rating to a Bitcoin-focused company, indicating institutional adoption of Bitcoin-backed credit [11][12][13] Company Developments - Securitize will merge with a blank check firm sponsored by Caner Fitzgerald, trading under the ticker CPT, and will subsequently trade on NASDAQ as SECZ [4] - Circle's Ark aims to create an open layer 1 blockchain network, enhancing the financial system's infrastructure [6][8] - The partnership between Crypto.com and Truth Social will allow users to convert rewards into Crypto.com's Kronos token, facilitating new market opportunities [10] Market Trends - The digital asset treasury sector is rapidly expanding, with the number of companies involved increasing from 1 in 2020 to an expected 500 to 5,000 in the future, reflecting a digital transformation in capital markets [15][16] - Stablecoins are projected to grow significantly, potentially reaching a market size of $10 trillion, with Bitcoin expected to appreciate in value and serve as a capital asset in the digital economy [20][22] - Bitcoin's price is anticipated to rise to $150,000 by the end of the year, with long-term forecasts suggesting it could reach $20 million over the next 20 years [26][27]

Core Insights - Nvidia's CEO Jensen Wong is addressing the importance of building massive AI infrastructure at the GTC conference in Washington, highlighting the involvement of policy leaders and industry executives [2][3] - A significant announcement includes Nvidia's $1 billion investment in Nokia, likely related to 5G and 6G technology, which has led to a temporary halt in Nokia's shares [9][10] AI and Labor Market - Jensen emphasizes that companies adopting AI and robotics will be more successful and will likely hire more people, countering fears of job losses due to automation [5][6] - The discussion includes concerns about labor shortages globally and the need for increased productivity to drive hiring [5] Energy Infrastructure - There are ongoing discussions about the power constraints that will arise as AI infrastructure expands, with industry leaders stressing the need for significant resources to support data centers [7][8] - The market is beginning to allocate resources to ensure the necessary infrastructure is built to power AI operations over time [8] Political Context - Jensen Wong is navigating a complex political landscape, addressing concerns from various stakeholders, including those wary of China and the implications for Nvidia's revenue [11][12] - The company has seen a drastic reduction in sales to China due to export controls, and there are expectations for updates on potential market reopening [13][14]

Company Overview - Securitize plans to go public via SPAC merger with Cantor Fitzgerald's CEPT [1] - Securitize expects to raise up to $469 million in gross proceeds [1] - Securitize is the only full-stack tokenization platform fully registered with the SEC [1] Funding & Investment - The deal includes a $225 million PIPE from new and existing institutional investors [1] - $244 million is from CEPT's trust account, assuming no redemptions [1] Market Position - Securitize reports over $4.5 billion in tokenized assets [1] - Securitize has a 20.8% market share [1]

[Music] Have you ever tried to send money across borders. Let me give you something real. Years ago, I ran a small business importing products from China.And every single time I had to make a payment overseas, it was the same painful process. I'd wire money through the banking system and then I'd wait five, sometimes seven days before it landed. And by the time it finally showed up, I had lost thousands in fees and currency differences.Now, it always struck me strange because at the very same time, I could ...

Cathie Wood is among the most bullish investors when it comes to the crypto sector. Well-known for her bullish $1.5 million Bitcoin (BTC) price prediction, her investment firm ARK Invest regularly drops millions of dollars on crypto stocks. Whether it's crypto treasury or tokenization trends, Wood is ahead of most Wall Street giants in identifying and investing in emerging technologies and confidently backs her convictions with decisive action. Related: What is tokenization? Explained Among the most popul ...

Core Viewpoint - The cryptocurrency market is evolving, with increasing mainstream adoption and the introduction of index-based investment products like the Grayscale CoinDesk Crypto Five ETF, which allows investors to gain exposure to multiple digital assets without needing to pick individual coins [2][4]. Group 1: Investment Products - The Grayscale CoinDesk Crypto Five ETF is the first multi-asset crypto ETP, consisting of Bitcoin, Ethereum, XRP, Cardano, and Solana, providing diversified exposure to various blockchain applications [4]. - The ETF has been operating as a private investment vehicle since 2018 and is now available to a broader range of investors, although it lacks some protections typical of standard ETFs [1][4]. Group 2: Market Sentiment and Trends - There is a growing familiarity with Bitcoin as a digital gold, but investors are also exploring other blockchain applications, indicating a diversification in crypto sentiment [3]. - The crypto asset class is becoming integrated into mainstream finance, influenced by macroeconomic factors such as government shutdowns and tariffs, which can affect investor risk appetite [8]. Group 3: Regulatory Environment - Regulatory clarity is evolving, with significant developments expected, including the market structure bill that aims to enhance Wall Street's access to blockchain technology [9]. - Recent bipartisan legislation, such as the Genius Act on stablecoins, reflects a push towards a comprehensive regulatory framework for the crypto industry [9]. Group 4: Investment Strategy - Investors are advised to consider a diversified approach to crypto allocation, suggesting a portfolio allocation of 5% or more, depending on individual circumstances [10]. - The importance of integrating crypto as a diversifier within a broader portfolio of stocks, bonds, and alternatives is emphasized, highlighting the emerging nature of the asset class [10].

RT Carlitosway 🔺 (@Carlitoswa_y)Avalanche becomes Japan’s tokenization layerTIS, the backbone of Japan’s financial infrastructure, is building a multi token platform on AvaCloud. 50% of credit card payments and 80% of bank linked debit accounts run through TIS.→ Stablecoins + Tokenized Deposits + Digital SecuritiesAll issued, managed and settled on @avax infra, even if through a private subnet. This is not “adoption.” This is integration.For Avax:→ Institutional grade trust enters the stack→ Brand credibili ...

Tokenization giant Securitize to go public via $1.25 billion SPAC deal https://t.co/g0NWQMixSm ...

Core Viewpoint - Securitize plans to go public through a merger with Cantor Equity Partners II, valuing the company at $1.25 billion, and will trade on Nasdaq under the ticker "SECZ" [1] Group 1: Merger and Financial Projections - The proposed merger is expected to generate up to $469 million in proceeds from a private placement in public equity and Cantor Equity Partners II's trust account [2] - Existing investors, including BlackRock, ARK Invest, and Morgan Stanley Investment Management, will have their equity rolled into the combined entity [2] Group 2: Market Context and Company Operations - Cantor Equity Partners II's stock price fell 7% to $11.93, reflecting market reactions [3] - Securitize provides a platform for managing the issuance of real-world assets on-chain, including stocks and money market funds, and previously assisted BlackRock in launching a $2.8 billion Institutional Digital Liquidity Fund [3][4] Group 3: Industry Trends and Future Outlook - The tokenization sector, currently underpinned by $22 billion in real-world assets, is projected to grow to $5 trillion by the end of the decade according to Citi analysts [5] - Securitize's public debut is anticipated early next year, contingent on regulatory processes and the resolution of the U.S. government shutdown [6]

RT Token Terminal 📊 (@tokenterminal)Assets currently tokenized on @ethereum:1) USD ~$184B2) BTC ~$14.5B3) Gold ~$3.5B https://t.co/9tadGXdh9C ...