With the market continuing to sell off, I am still hyperfocused on utility-based projects like XDC. Regardless of where our price action leads us in the past, we know that the market has been extremely bearish, especially in bare markets. Now, are we in a bare market right now.I don't believe so. I feel like we are seeing a significant correction in the market. And this is also being exaggerated by liquidations on top of growing tensions around the tariff discussions and even possible talks of war.Now, I do ...

Core Insights - Many corporations entering the blockchain and tokenized real-world assets (RWAs) space are motivated by anxiety rather than genuine innovation [1] - The recent interest from various institutions, including banks and asset managers, reflects emotional and political decision-making rather than purely rational processes [4][5] Digital Asset Treasuries (DATs) - Digital Asset Treasuries are publicly traded companies that specifically raise capital to acquire and hold cryptocurrencies as core balance-sheet assets [2] - As of October 17, over 110 public companies collectively hold $129 billion in digital assets, with Bitcoin representing 83.9% of this total at $108.2 billion [3] Market Dynamics - MicroStrategy is the largest holder of Bitcoin with 640,031 BTC valued at $67.8 billion, while notable holders include Tesla with 11,509 BTC ($1.22 billion) and Trump Media with 15,000 BTC ($1.59 billion) [3] - The aggregate 30-day trading volume for Bitcoin is reported at $887.3 billion, indicating significant market activity [3] Institutional Behavior - The surge in institutional interest in cryptocurrencies reveals that firms are influenced by human emotions and political agendas, rather than being purely rational entities [4][5] - Institutions may engage in crypto investments to appear innovative or for various commercial reasons, rather than solely for financial returns [5] Strategic Focus - Companies like Everest Venture Group emphasize the importance of creating real-world value and generating revenue rather than merely following trends [5] - The focus should be on building sustainable systems that have a tangible impact on profitability, rather than seeking short-term publicity [5]

Partnerships & Adoption - Chainlink partnered with the U.S Department of Commerce to bring government macroeconomic data onchain [1] - Leading financial institutions adopted Chainlink for tokenized finance use cases, including Swift, UBS, DTCC, and Euroclear [1] - Deutsche Börse adopted DataLink, a new institutional-grade data publishing solution [2] Product & Technology - Introduced the Digital Transfer Agent (DTA) technical standard to enable transfer agents and fund admins to extend operations onchain [1] - Launched DataLink, a turnkey data publishing solution for data providers [2] - Chainlink updated its vision to be the all-in-one platform for institutional tokenization, providing data, interoperability, compliance, privacy, and orchestration [2] Financials & Reserves - Chainlink accumulated 523,159 LINK in the Chainlink Reserve, funded via revenue from various sources [2]

Core Viewpoint - Nasdaq is seeking SEC approval to list tokenized shares, representing a significant step towards integrating blockchain technology into traditional finance [1][7]. Group 1: Nasdaq's Initiative - Nasdaq's proposal involves tokenized shares that are digital replicas of traditional equities, backed one-for-one by actual shares, allowing for programmable assets that can trade 24/7 and settle instantly [1][4]. - This move signifies a shift for Nasdaq from merely experimenting with blockchain to actively participating in the crypto space, reflecting a broader trend in institutional adoption of digital assets [2][4]. Group 2: Regulatory Environment - The SEC's changing stance under new leadership suggests a more favorable view of blockchain technology in traditional finance, with Nasdaq's proposal designed to align with regulatory requirements [3][7]. - The emphasis on regulated custody and a permissioned network indicates a cautious approach to integrating blockchain while maintaining control [3][9]. Group 3: Market Context - The digital-assets market is recovering from previous downturns, with successful initiatives like spot bitcoin ETFs and tokenization pilots by major financial institutions indicating a new phase of experimentation [4][8]. - The potential benefits of tokenization include reduced settlement delays, fractional ownership, and easier cross-border trading, although trust in the underlying technology remains crucial [5][6]. Group 4: Broader Implications - The initiative by Nasdaq, alongside other exchanges testing tokenized platforms, could signify a pivotal moment for the acceptance of tokenization in mainstream finance [7][9]. - While the move may not revolutionize markets immediately, it represents a significant step towards blurring the lines between digital assets and traditional securities [8][9].

Core Insights - Tom Lee predicts Ethereum could surpass Bitcoin in market value, similar to how Wall Street outgrew gold's role in finance [1][2] - Ethereum is forecasted to reach $60,000 by 2030, representing a 1,510% increase from its current price of $3,727 [1][7] - Bitcoin is viewed as digital gold, while Ethereum is seen as the infrastructure for future financial products and tokenized assets [5][6] Historical Context - Lee draws a parallel to 1971 when the U.S. abandoned the gold standard, which initially increased gold prices but was eventually overshadowed by Wall Street innovations [2][3] - The creation of financial instruments like money market funds and mortgage-backed securities reshaped global markets and solidified the dollar's dominance [3][4] Future Projections - By 2025, it is anticipated that various assets, including stocks and real estate, will be tokenized, enhancing Ethereum's role in the financial ecosystem [6] - Lee maintains a bullish outlook on Bitcoin, projecting a long-term fair value between $1.5 million and $2.1 million, alongside a near-term forecast of $200,000 for Bitcoin and $10,000–$12,000 for Ethereum by the end of 2025 [6][7]

🎨 An original Picasso artwork is now tokenized on BNB Chain, powered by @10101_art!Note: This post is for informational purposes only and not financial advice. DYOR.https://t.co/UBZ8JoW7De10101.art (@10101_art):👋🏼@BNBCHAIN meets elite art.An original Picasso arrives on-chain from https://t.co/pta4O9r9So — tokenized for premium trading and a refined collector experience.https://t.co/C26vGucFN8 https://t.co/09x4JaLn6E ...

🚨UPDATE: SEC COMMISSIONER HESTER PEIRCE SAYS TOKENIZATION IS NOW A “CORE FOCUS” FOR THE AGENCY AS IT WORKS WITH CONGRESS ON DIGITAL ASSET LAWS ...

🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 VanEck files S-1 for a Lido Staked Ethereum ETF.🔹 BitMine’s Tom Lee says Ethereum remains “Wall Street’s blockchain,” but warns the digital asset treasury sector may already be in a bubble.🔸 Gold becomes the first asset in history to surpass a $30 trillion market cap.🔹 SEC Commissioner Hester Peirce said tokenization is a “huge focus now” for the agency and urged stronger protections for financial privacy at the DC Privacy Summit.🔸 Andreessen H ...

Tokenization & Digital Assets - BNB Chain上的通证化正在快速发展 [1] - 招商银行（China Merchants Bank）的子公司 CMB International 在 BNB Chain 上推出了 38 亿美元的货币市场基金，由 CMBMINT 和 CMBIMINT 代币代表 [1] Financial Market Impact - CMB International's $3.8 billion Money Market Fund launch on BNB Chain is significant [1]

Core Insights - Gold-linked digital assets are experiencing significant growth as gold prices exceed $4,370 per ounce, leading to the launch of new blockchain-based products that transform gold into on-chain financial instruments [1] - The tokenized gold sector has rapidly expanded in 2025, with total capitalization nearing $3.4 billion, a substantial increase from $500 million earlier this year, driven by institutional demand for stable, asset-backed instruments [2] - Tether has introduced XAUT0, an omnichain gold token, which links Solana to Tether's $175 billion cross-chain liquidity base, allowing each token to represent a fraction of a troy ounce of physical gold held in audited vaults [3] Market Dynamics - Over 7,300 XAUT0 tokens are currently in circulation, processing more than $25 billion in total bridge volume, indicating robust market activity [4] - Daily trading in tokenized gold has surpassed $600 million, reflecting strong demand for physical bullion [6] - Analysts highlight that tokenized gold serves as a bridge between traditional finance and digital liquidity, with tokens settling instantly and integrating into decentralized finance platforms [7] Price Performance - PAX Gold (PAXG) is trading around $4,413, having surged more than 65% year-over-year, while Tether Gold (XAUT) is priced near $4,360, gaining 63% [7] - The combined market capitalization of PAXG and XAUT is approaching $3.0 billion, showcasing the shift of physical value stores onto blockchains [7]