Monday reminders:- If you’re feeling uneasy with this price action you’re likely overexposed.- If you feel like you’re smarter than everyone else, you’re not.- If you’re new here reconsider if this asset class we call crypto is for your risk appetite.Most of you should be sticking to dollar cost averaging ETFs over the long term. ...

Big if trueOndo Finance (@OndoFinance):Historic week ahead.On September 3rd, 100+ tokenized stocks & ETFs come onchain.Flipping the switch to more open, global, and accessible capital markets. https://t.co/iVsB3WN0Q7 ...

Over the years, we have dealt with so much FUD around XRP. Initially, a lot of it was coming from, you know, Bitcoin maxis. Then it was coming from Ethereum maxis.Now you have chain link maxis hating on XRP. It just feels like XRP is the most hated crypto out there. And I seriously have no idea why.I don't know why XRP is so hated. I don't know why everyone dislikes what Ripple is doing. I just I really don't see the big problem here. I don't see why XRP is that, you know, outcast in this market and everyon ...

On-Chain Asset Expansion - Sei Network aims to bring a wide range of traditional financial assets on-chain, including stablecoins, treasuries, ETFs, GDP data, stocks, money markets, mutual funds, derivatives, corporate bonds, commodities, private equity, and index funds [1] Speed and Efficiency - Sei Network emphasizes faster transaction speeds for all on-chain assets [1]

Onchain Assets - Everything is coming onchain, including Stablecoins, Treasuries, ETFs, GDP Data, Stocks, Money Markets, Mutual Funds, Derivatives, Corporate Bonds, Commodities, and Private Equity [1] Blockchain Platform - Everything moves faster on Sei, indicated by the ticker symbol ($/acc) [1]

Crypto Regulation & Innovation - Project Crypto aims to modernize regulation for decentralized finance innovations [1][4] - The industry seeks clarity on classifying tokens as securities [1][9] - The SEC is working with the CFTC on crypto regulation, including the CFTC's "Crypto Sprint" [4] - The SEC aims to provide commission-level guidance on what constitutes a security in the crypto space, based on the Howey test [9][10] - The SEC is focused on disclosure and ensuring companies truthfully market crypto products, rather than endorsing specific investments [7] Enforcement & Oversight - The SEC has ongoing crypto-related investigations and actions [14] - The SEC receives nearly 45,000 tips, complaints, and referrals annually, with a portion related to crypto [16] - The SEC has shifted its cyber and crypto unit to a more broadly focused tech unit [15] Market Participants & Assets - Companies are exploring adding crypto to their treasury or creating new ETFs [5][8] - The industry is interested in whether tokens like Solana, XRP, or Dogecoin can be included in ETFs [8] Disclosure Requirements - Investors holding over 5% of a company's stock may require additional disclosures if they are actively directing the company [20][22]

Small Cap Characteristics & Performance - Small caps constitute approximately 10% of the United States market capitalization [1] - Historically, small caps have outperformed large caps by about 1.5% to 2% per year globally [3] - Small caps are currently trading at about 18 times forward earnings [6] Valuation & Investment Considerations - Small cap valuations are generally in line with their historical averages, offering a potential diversification benefit against high valuations in large cap growth companies [2][5] - Investors often express concerns about increasing valuations, particularly in US large cap companies [5] - A significant portion of small cap returns is driven by a small subset of stocks, making broad diversification crucial [8][9] ETF Strategies & Active Management - Flexibility is key in small cap investing, aiming to hold companies poised for higher expected returns [10] - Companies with high valuations, low profitability, and high balance sheet asset growth tend to underperform by 8% to 10% per year [11] - Some ETFs employ a rules-based approach with exclusions to avoid companies with lower expected returns, differentiating them from traditional index solutions [11][12]

Market Trends - Ether ETFs experience inflows 10x greater than Bitcoin ETFs in 5 days [1] - Solana price increases to a 6-month high due to optimism surrounding the Alpenglow upgrade [1] Funding & Investment - Nasdaq-listed KindlyMD plans to raise $5 billion (50 亿) via equity to purchase Bitcoin [1] - The crypto market is set to unlock $4.5 billion (45 亿) in tokens in September [1] Regulatory & Compliance - CFTC adopts Nasdaq tool to detect insider trading within the crypto space [1]

Market Overview - Fed chair Jerome Pal's dovish comments on interest rates boosted cryptocurrencies [1] - Ethereum reached all-time highs recently, outperforming Bitcoin in recent months [1][2][3] Ethereum Analysis - Ethereum is viewed as an operating system for crypto applications, supporting stable coins and asset tokenization [4][5] - Investors are excited about Ethereum's technology over the long term, viewing it as a tech investment [6][8] - Ethereum's rally is attributed to expectations of faster interest rate cuts, leading to more investment in high-growth technologies [8] Bitcoin Analysis - Bitcoin is considered a digital store of value, similar to gold, with a fixed supply [3][4] - Bitwise predicts Bitcoin will reach $1.3 million by 2035, achieving an annualized growth rate near 30% [9][10] - The drivers for Bitcoin's long-term rally include concerns about government debt and the debasement of fiat currencies [10] - Institutional investors can now access Bitcoin through ETFs, unlocking a new wave of demand [12] Investment Strategy - Crypto, including Bitcoin and Ethereum, is considered a long-term investment [14] - A minimum three-year holding period is recommended due to the volatility of crypto assets [16] - Constant allocation and rebalancing of portfolios are important to manage position size [16] - Buying the dips is a favored strategy [15][17]

Promotion & Offer - Kraken is offering a bonus to US users who transfer stocks & ETFs [1] - Users can earn up to 2% in USDG by transferring assets [1] Timeline - The transfer deadline to qualify for the bonus is September 30, 2025 [1]