Core Insights - The digital assets market is evolving towards an automated financial system where capital, yield, and asset logic operate continuously and autonomously [1] - The future of finance will eliminate fragmented banking layers, leading to automated, agent-driven financial services that are always operational [2][3] - Traditional financial systems will be replaced by on-chain networks that provide continuous, transparent, and global operations [3][4] Financial Automation - Individuals and institutions will engage with autonomous financial agents that allocate capital intelligently and continuously [3] - The merging of asset management, payments, and custody into a single self-operating system is anticipated as more assets gain digital representation [4] - This transformation aims to create a faster, more liquid, and interoperable financial environment [4] Market Data - Stablecoin transfer volumes reached multi-trillion-dollar levels in 2024, rivaling or exceeding Visa's annual settlement throughput, with transaction costs below 1% and 24/7 operational speed [5][7] - The rise of stablecoins indicates that programmable money can move efficiently across borders, paving the way for the tokenization of various assets [7]

Core Insights - Solana is positioned to become a significant player in the tokenized stocks market, potentially leading to substantial wealth accumulation for investors over the next decade [1] Group 1: Tokenization and Market Potential - Tokenization refers to recording ownership of assets like stocks on a blockchain, with over $32.5 billion of tokenized assets tracked across public chains, a 12% increase in 30 days as of October 2 [4] - Currently, Solana holds $689.4 million in tokenized assets, with $78.1 million from tokenized stocks, a significant increase from virtually $0 in mid-summer [4] - The market for tokenized stocks could reach $1.3 trillion by 2030, indicating that capturing even a small portion of this market could greatly enhance Solana's value [6] Group 2: Technological Advantages - Solana's technology is well-suited for tokenized assets that require quick and cost-effective transactions, featuring low fees and rapid transaction finality [5] - The platform's ability to facilitate frequent settlements and operate 24/7 markets makes it an attractive option for tokenized stocks [5] Group 3: Industry Developments - Major platforms, including Coinbase Global, are seeking regulatory approvals to offer tokenized equities, which could normalize the category and increase trading volume [7] - If the market structure evolves, chains like Solana that are designed for low-latency and low-fee settlements will have a competitive advantage [7] - Solana is emerging as a key venue for trading stocks on the blockchain, with the potential to either replace traditional stock exchanges or serve as their backend infrastructure [8]

And apparently it's a tokenization play 🤯https://t.co/OgS4KwhWq3zoomer (@zoomerfied):[ ZOOMER ]NYSE TO PARTNER WITH POLYMARKET ON FUTURE TOKENISATION INITITIATIVES: RTRS ...

Core Insights - Intercontinental Exchange (ICE) is investing $2 billion in Polymarket, valuing the platform at $9 billion, which may enhance its regulatory credibility in the U.S. market [1][2] - Polymarket, founded in 2020, allows users to bet on future events and has been unavailable to U.S. users since a 2022 settlement with the Commodity Futures Trading Commission [2][3] - The platform reported $1.5 billion in volume last month and has $164 million in total value locked, with a total of $300 million raised from investors including Founders Fund [4] Company Developments - Polymarket has acquired a licensed exchange and clearing house to facilitate its reentry into the U.S. market and has strengthened political ties, including Donald Trump Jr. joining its advisory board [3] - The CEO of Polymarket emphasized the importance of finding truth in the current era and the platform's potential role in that [3] Market Context - Rival platform Kalshi has experienced increased volume and raised $185 million at a $2 billion valuation over the summer [4]

Web3 builders showing what collaboration really looks like 🔥#Token2049 was all about ideas that move the space forward.#RWA #MantleMantle (@Mantle_Official):✨ An off-chain night, brought onchain at @token2049 🇸🇬Hundreds of leaders, builders, and creators came together — sharing ideas, forging partnerships, and shaping what’s next.All united by the Mantle chain effect.All in on Mantle, on RWA.Let’s tokenize TradFi, as ☝️ https://t.co/Qw2Vg6kpEU ...

Everything with revenue should have a token ...

Economic Growth and Market Sentiment - The Trump administration is actively pursuing policies aimed at re-industrializing America and fostering economic growth, which has generated enthusiasm among American investors and corporate America [2][3][4] - Current fiscal and monetary stimulus measures are contributing to a sense of economic optimism, despite being in a period of near full employment [3][4] Inflation and Monetary Policy - There is a prevailing belief in the market that inflation issues, particularly high inflation related to tariffs, are being resolved, but this may be premature [5][6] - Inflation is currently above target levels, with a significant depreciation of the US dollar by approximately 10% in the first half of the year, marking the largest decline in 50 years [10] - The Federal Reserve's focus on the labor market over inflation management raises concerns about potential inflation re-acceleration in the future [9][53] Tariffs and Trade Policies - The market appears to have moved past tariff concerns, but the uneven impact of tariffs on small and medium-sized businesses, particularly those reliant on Asian goods, remains a significant issue [32][33] - The agricultural sector is also facing challenges due to changing trade dynamics, particularly with China seeking food products from other countries [33] Immigration Policies - The current immigration policies are seen as counterproductive, especially given the declining birthrate in the US, which necessitates a more open approach to immigration to sustain economic growth [34][35] - There is a call to attract skilled immigrants, particularly in STEM fields, to bolster the workforce and innovation in the US [36][39] Political Landscape and Fiscal Responsibility - The ongoing government shutdown reflects deeper dysfunction between political parties regarding budget resolutions, with both parties criticized for irresponsible spending [15][16][18] - The US is currently running a deficit of approximately 6-7%, which is deemed unsustainable given the economic growth phase [17][21] Future Economic Outlook - The need for fiscal reform is emphasized to ensure long-term sustainability and economic health, with concerns about potential future tax increases to address debt [27][28] - The current economic policies are viewed as pro-cyclical and may lead to adverse consequences in the long run if not managed properly [26][28]

Jeb Hensarling led the Congressional pushback against the 2008 bank bailouts.He also served as the former Chairman of the House Financial Services Committee.I sat down with Jeb to discuss his views on bitcoin, stablecoins, tokenization, how technology is reshaping the financial system, and why Jeb is joining ProCap BTC as a Senior Advisor.Enjoy!YouTube: https://t.co/2VG0bZNhl2Spotify: https://t.co/56MpLiIbTmApple: https://t.co/w0HjuKuoWOTIMESTAMPS:0:00 - Intro1:31 - 2008 bank bailouts & Satoshi5:27 - QE pla ...

JUST IN:ARK Invest, led by Cathie Wood acquires a $10M stake in Securitize, the leader in tokenization by TVL in digital assets.This makes Securitize the 8th largest position in ARK's Venture Fund, following major AI companies like OpenAI, Neuralink & SpaceX.Since inception, Securitize has issued $4.6B+ in tokenized assets, partnering with BlackRock, Hamilton Lane, and firms like Apollo.The tokenized asset market is set to explode from here with recent chatter about the CFTC allowing for traditional equitie ...

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 ...