RT Grayscale (@Grayscale)Tokenization is accelerating — and @chainlink is one of the key technologies making it possible.Zach Pandl @LowBeta_ joined @CNBC to discuss the role Chainlink plays as traditional assets migrate on-chain. https://t.co/HPId2A0GsV ...

Market Position - Solana is the second-largest chain for tokenized stocks [1] - Tesla, tokenized by BackedFi, is the largest stock on Solana [1]

Core Insights - CoinShares has released its 2026 outlook titled "The Year Utility Wins," indicating a shift from speculation to practical adoption of digital assets [1] - The report introduces Hybrid Finance as a framework where traditional financial institutions and blockchain infrastructure converge for real economic purposes [1] Market Developments - Stablecoins have evolved into genuine settlement infrastructure, and blockchain applications are generating consistent revenues [2] - The report states that "crypto is entering a value-accrual era" with platforms distributing earnings to token holders through systematic buybacks [2] Bitcoin Projections - CoinShares projects three scenarios for Bitcoin in 2026: an optimistic case exceeding $150,000, a base case trading between $110,000 and $140,000, and a bear case influenced by recession or stagflation [3][4] - The bear case suggests prices could range from $70,000 to $100,000 under stagflation conditions [4] Economic Context - The report highlights the erosion of dollar dominance, with the dollar's global reserve share decreasing from approximately 70% at the start of the millennium to the mid-fifties [5] Corporate Holdings - Corporate Bitcoin holdings have significantly increased, with publicly-listed companies rising from 44 in January 2024 to 190 by November 2025 [5] - Total Bitcoin holdings among these companies nearly quadrupled from 265,709 BTC to 1,048,520 BTC, with total value increasing from $11.7 billion to $90.7 billion [6] - MicroStrategy (MSTR) dominates this landscape, holding 61% of publicly-listed firms' Bitcoin after increasing its holdings from 189,150 BTC to 650,000 BTC [6] - The top 10 corporate holders control 84% of the supply, while the top 20 hold 91% [7]

Core Insights - BitMine Immersion Technologies (BMNR) has accelerated its accumulation strategy by acquiring 138,452 ether (ETH), raising its total holdings to 3.86 million tokens, valued at approximately $435 million at current prices, marking a 156% increase from four weeks ago [1][2] Group 1: Financial Performance - The firm's cash holdings increased to $1 billion from $882 million, with total crypto and cash assets now worth $13.2 billion [2] - BitMine's share of the circulating supply of ETH has risen to over 3.2%, solidifying its position as the largest known ETH treasury [2] Group 2: Market Activity - BitMine's shares rose by 3.8% in pre-market trading, with ETH prices bouncing back to $3,150 [3] - Unlike other digital asset treasuries that have slowed or reversed accumulation, BitMine has increased its purchases as ETH trades below summer highs [3] Group 3: Strategic Insights - Chairman Thomas Lee indicated that the firm increased buying following Ethereum's Fusaka upgrade on December 3, which improved network scalability and security [4] - Lee also highlighted macroeconomic factors, such as the anticipated Federal Reserve rate cut and the end of quantitative tightening, as supportive for a stronger ETH market in early 2026 [4] Group 4: Market Position - BitMine remains one of the most actively traded U.S. stocks, with an average daily volume of about $1.8 billion, ranking among the top 40 most traded equities [5] - Despite its active trading status, the firm is facing significant unrealized losses on its ETH holdings, estimated at nearly $3 billion at current prices [5]

RT Arbitrum (@arbitrum)Great to see @Spiko_finance's EUTBL gaining fast adoption on Arbitrum One with over $200M in Tokenized AUMTokenize everything ...

Group 1 - Jacob Fund's third-quarter 2025 investor letter indicates a continued market recovery, with major equity indexes reaching new all-time highs [1] - The finalized tariffs had a limited economic impact, stabilizing the market and refocusing investors on fundamentals [1] - The fund anticipates a new productivity cycle that will enhance profit margins and earnings growth by keeping labor markets subdued [1] - The fund will focus on companies poised for earnings growth and improved valuation multiples, expecting asset prices to rise in the near term [1] Group 2 - Bed Bath & Beyond Inc. (NASDAQ:BBBY) was highlighted in the investor letter, showing a one-month return of -11.36% and a 52-week gain of 4.29% [2] - As of December 05, 2025, Bed Bath & Beyond's stock closed at $6.32 per share, with a market capitalization of $435.124 million [2] - The Jacob Internet Fund added Bed Bath & Beyond to its portfolio due to growing interest in tokenization and the company's stake in the tZERO exchange [3] - New management at Bed Bath & Beyond is implementing restructuring efforts aimed at improving operations and exploring strategic options, including potential asset sales or spinoffs [3] - The company's retail operations have been resized, with a focus on online business and a small experiment with reopening a few offline locations [3]

Core Viewpoint - The SEC is planning to introduce an "innovation exemption" next month, allowing companies to conduct controlled innovation experiments, while emphasizing the need for a clear regulatory framework for cryptocurrency and digital assets [2][7]. Group 1: SEC's Vision and Regulatory Changes - SEC Chairman Paul Atkins highlighted the significant transformation in the U.S. capital markets over the past 30 years, driven by technological advancements and the shift from manual trading to electronic systems [3][4]. - The SEC aims to modernize the financial services landscape by embracing new technologies, ensuring that the U.S. remains at the forefront of cryptocurrency regulation [6][7]. - The SEC has rebranded its "Crypto Task Force" to "Project Crypto" and is working on a new classification framework to define which assets qualify as securities, with a focus on tokenized securities [7][8]. Group 2: Tokenization and Market Dynamics - Tokenization is described as using smart contracts or blockchain tokens to represent underlying securities, enhancing transparency in ownership structures [4][5]. - The potential for "T+0" settlement through blockchain technology could replace the current "T+1" settlement cycle, reducing market risks and increasing transparency [5][6]. - The SEC is coordinating with the CFTC to create a more efficient regulatory environment, addressing historical discrepancies that have hindered the development of potential products [8]. Group 3: Legislative Developments - The passage of the Genius Act marks a significant step in recognizing digital products like stablecoins, with ongoing discussions about further legislative measures for digital assets [7][8]. - The SEC is committed to providing a clear compliance framework for investors while ensuring a stable environment for innovators to develop new products [7].

Educational Resources - Stanford's CS336 video guide covers topics essential for Frontier AI Labs jobs [1] - The curriculum includes tokenization, resource accounting, pretraining, and finetuning (SFT/RLHF) [1] - Key AI architectures, GPU usage, kernels, parallelism, and scaling laws are addressed [1] AI Development Lifecycle - The guide also covers inference, evaluation, and alignment in AI models [1]

U.S. FINANCIAL SYSTEM COULD RUN ON BLOCKCHAIN BY 2027, SAYS SEC CHAIR- US SEC Chair Paul Atkins says the entire American financial market could move to blockchain within two years. He shared this in an interview with Fox Business.- Atkins said the next phase of the market will arrive with digital assets, market digitization, and tokenization.- He expects major gains in transparency. He said risk management will improve as assets migrate to blockchain rails.- Tokenization turns stocks and other assets into t ...

🔥 JUST IN: Institutional tokenization is moving from pilots to production.Join us December 8, for an AMA with @RedbellyNetwork to explore how global administrators such as AMAL/IQ-EQ are applying tokenization across securitization, fund servicing, and asset lifecycle management.🕑 4:00 pm EST[Brought to you by Redbelly Network] ...