I sat down with Jeff Park (@dgt10011) to discuss bitcoin, why the volatility is a feature, institutional adoption, opportunities for bitcoin treasure companies, and why bitcoin rate-of-return is so important.Enjoy!YouTube: https://t.co/dE4SNOcoUPSpotify: https://t.co/3qs0Onx2qqApple: https://t.co/vUsbmRPedFTIMESTAMPS:0:00 - Intro1:49 - How to think about bitcoin volatility19:03 - Bitcoin is a retail investors dream24:01 - Risks or opportunities with Bitcoin ETFs25:12 - Expectation for bitcoin being injected ...

Institutional Crypto Market Maturation - Crypto market has matured with deep liquidity, ETF rails, and stablecoin clarity [1] - Wall Street is increasingly interested in crypto [2] - The next wave involves digitally native issuance of treasuries, bonds, and equities on Ethereum [2] Macroeconomic Tailwinds & Crypto Reflexivity - Macro tailwinds such as fiscal dominance, Fed–Treasury convergence, and AI-driven productivity intersect with crypto's reflexivity [2] Regulatory Landscape - Discussion of Operation Chokepoint takeaways [2] - Examination of crypto regulation shifts [2] - Considerations for working with different jurisdictions [2] Future Trends - Focus on the future of tokenization [2] - Analysis of the aftermath of Crypto ETFs [2] - Speculation on how high crypto can go [2] Investment & Strategy - Insights into Eric's macro trades [2] - Discussion of potential risks [2] - Overview of Coinbase Asset Management [1][2]

TOP moves:🚀 $ETH sets new ATH, edging closer to $5K🌐 SBI Group partners with Chainlink to boost institutional adoption🔥 Bitmine adds 9,613 $ETH to its holdings#SmartDelivery https://t.co/qtveQlQ0iN ...

XRP Ledger Growth & Adoption - XRP 的价格在过去 12 个月里有显著增长，涨幅超过 400% [1][2] - Ripple 的 XRP Ledger 的 RWA（Real World Assets）价值激增 32.27%，DeFi TVL（Total Value Locked）增长 19% [3] - 过去 30 天，XRP Ledger 增长近 30%，具体为 23.43%，约 37 million 美元；稳定币市值增长 56% [6] - Open Eden 在 30 天内增长了 274% [7] Tokenization & Institutional Interest - 预计到 2033 年，tokenized assets 的未来价值将达到 18.9 trillion 美元，其中机构级别的托管是关键因素 [9][14] - 亚太地区 71% 的金融机构和企业对数字资产的信心增强 [15][16] - 尽管目前只有 30% 的公司使用托管解决方案，但另有 52% 的公司计划在未来 3 年内采用 [15] Ripple's Role & Future Outlook - Ripple 正在构建核心基础设施，XRP 在 Ripple 的 tokenization 战略中至关重要，因为它具有内置的 DEX 和支持大规模 tokenization 的能力 [21][22] - Guggenheim 的 Apex 2025 数字商业票据（DCP）已在 XRP Ledger 上线，发行额超过 280 million 美元 [25] - Tokenized US Treasuries 现已在 XRP Ledger 上线，由 BlackRock 的 BUILD 基金支持，价值超过 30 million 美元 [26] - Marcato Bitcoin 正在将超过 200 million 美元的 RWA 带到 XRP Ledger 上 [27] - 行业预计 tokenized RWA 的总价值最终可能超过 100 trillion 美元 [33]

Market Trends & Institutional Adoption - Bitcoin markets have experienced volatility, but are currently undergoing consolidation and increased institutional adoption [1][2] - The shift from primarily retail investors and layer 1 blockchain CEOs to more institutional investors is significant [1][2] - BlackRock's IBIT ETF demonstrates substantial institutional investment [2] Supply & Demand Dynamics - Demand for Bitcoin significantly outweighs the issued supply [3] - Only 450 Bitcoins are produced by the network per day, further constraining supply [4] Price Target & Market Outlook - The firm maintains a Bitcoin price target between $180,000 and $200,000 by year-end, considered a cautious estimate [3] - Some market participants have even higher price expectations [3][4] Ownership Consolidation - Some large Bitcoin holders ("whales") have been selling, leading to a change of ownership [2] - Michael Novogratz sold 80,000 Bitcoins last month [2]

Bitcoin & Cypherpunk History - Explores Adam Back's history in Bitcoin and his return, highlighting the cultural evolution of Bitcoin [1] - Discusses the early days of Cypherpunks and their initial reactions to Bitcoin [3][4] - Examines Cypherpunk inventions and Bitcoin predecessors [4] - Addresses why many original Cypherpunks initially missed the potential of Bitcoin [3] Bitcoin Technology & Adoption - Highlights Bitcoin's elegance and attempts to improve upon it [3][4] - Mentions Bitcoin Treasury companies and increasing institutional adoption [3][5] - Touches on the importance of Proof of Reserves [5] Bitcoin Trading & Market Dynamics - Discusses Bitcoin trading cycles and strategies [5] - Addresses the shrinking Bitcoin reserves [5] - Mentions Bitcoin price predictions and the presence of FUD (Fear, Uncertainty, and Doubt) in the market [5]

RT Intel Scout (@IntelScout)🚨 Breaking: @sonic_strategy just increased their validator stake from 19M to a massive total of 32M $S in less than 1 weekThis is the type of institutional adoption and ecosystem growth that the community have been askingTalk is cheap Smart money votes with action and this is a big vote of confidence for @SonicLabs ...

Obviously, the crypto market has been heating up over the last couple days and technically we could even say the last couple weeks, especially when it comes to Ethereum. Now, everyone is wondering why aren't altcoins like HAR for an example following Ethereum right now. And the main reason why is because we are in phase two of the market.So, if you are excited about the fact that, you know, HAR has ran from, you know, sub 5 cents all the way up to 40 cents already and it's currently trading at 26 cents. Wel ...

Core Insights - Ethereum (ETH) has significantly outperformed Bitcoin, gaining 50% over the past month compared to Bitcoin's 2% increase [1] - Ethereum's price has been trading in a steady ascending channel, with swing lows rising from $3,200 to $3,729 and highs moving from $3,936 to $4,013 [1] Market Drivers - Whale and institutional buying are key drivers of Ethereum's rally, with daily transactions reaching 1.74 million on August 6, the highest since May 2021 [2] - Staked ETH now accounts for over 15% of the total supply, indicating strong demand above $4,000 [2] Institutional Involvement - Corporate Ethereum treasuries are expanding rapidly, with BitMine holding 833,000 ETH ($3.3 billion), SharpLinkGaming with 522,000 ETH ($2.1 billion), and The Ether Machine with 345,000 ETH ($1.4 billion) [3] - Standard Chartered projects that corporate treasuries could expand to 10% of circulating supply, potentially injecting another $50 billion of demand [3] ETF Performance - U.S. spot Ethereum ETFs have attracted nearly $5 billion in net inflows over the past month, outperforming Bitcoin ETFs and establishing a solid long-term support base [4] - ETFs such as 21Shares Core Ethereum ETF (CETH), Vaneck Ethereum ETF (ETHV), Invesco Galaxy Ethereum ETF (QETH), Grayscale Ethereum Trust ETF (ETHE), and iShares Ethereum Trust ETF (ETHA) have each added about 50% over the past month [7] Macro and Regulatory Factors - A 90% probability of a U.S. Fed rate cut in September is boosting risk assets, including Ethereum [5] - Possible SEC approval for staking within U.S. spot ETH ETFs could unlock more opportunities, with BlackRock filing to include staking in its ETHA ETF [5] Network Developments - The Shanghai upgrade has unlocked over 24 million staked ETH, improving liquidity dynamics [6] - Layer-2 adoption on networks such as Polygon and Optimism has surged, processing over 20 million transactions in July [6]

market keeps searching for institutional adoption in token prices and tvl. meanwhile pendle hits 3rd capacity increase in 5 days for structured yield products. chainlink feeds getting embedded into mufg's $681m real estate system. banks aren't buying the tokens, they're building their core infrastructure on them. different game. ...