Earlier today, I made a video regarding the XRP ETF and if it was a failure or not, because again with the XRP ETF, we witnessed the market also selling off right around the same exact time. Coincidence. I think not.Um, I talked about that as well. I'm pretty sure, you know, manipulation is definitely happening. some market makers are, you know, just basically shaking the tree yet again.Um, and it definitely does align perfectly with good news happening around XRP. You could call me a tinfoil hat wearer or ...

RT Wormhole (@wormhole)🟨 @BlackRock's USD Institutional Digital Liquidity Fund $BUIDL, with a total asset value of over $2.5 billion, is now available on @BNBCHAIN.Tokenization by @Securitize and interoperability by Wormhole https://t.co/zyNlGMhxDi ...

Tokenization Growth - Tokenization 不仅限于稳定币，其他资产类别的增长也不容忽视 [1] - 黄金的 Tokenization 在过去 5 个月内显著增长 [1] Gold Tokenization Metrics - XAUT 的市值为 21 亿美元 [1] - PAXG 的市值为 13 亿美元 [1] - 黄金 Tokenization 的市值自 2021 年以来增长了 50 倍 [1] - 黄金 Tokenization 的总市值为 39 亿美元，而黄金作为一种资产的价值达数万亿美元 [1]

Investment Thesis - Multicoin Capital's liquid fund invests in ENA, the native token for Ethena Protocol, a leading synthetic dollar issuer [1] - Ethena is positioned at the intersection of stablecoins, perpification, and tokenization, representing powerful trends in modern finance [2][13] - Ethena generates yield by monetizing the market's demand for leverage via basis trade [1] Ethena's Unique Position - Ethena is the only synthetic dollar with significant distribution and liquidity outside of USDC and USDT [2] - USDe is integrated as a core form of collateral on major centralized exchanges like Binance and Bybit [3] - Ethena exhibits a mild negative correlation with Fed Funds rates; as rates fall, demand for crypto leverage increases [4] Financial Performance - The protocol has generated close to $600 million in revenue, with over $450 million produced in the past twelve months [4] Tokenization and Market Opportunity - Crypto is democratizing access to basis trades through tokenization, traditionally reserved for accredited investors [9] - Ethena is initially tokenizing the basis trade but can diversify its yield sources over time [11] - The global equity market is approximately $100 trillion, about 25 times larger than the crypto market, indicating a substantial opportunity for perpification [5] Risk Management and Team - Ethena's team has demonstrated strong execution and risk management, surviving significant market events without losses [12] - There is a clear path to fee switch activation, which is expected to be viewed favorably by the market [13]

RT Token Terminal 📊 (@tokenterminal)🚨📊 The AUM for @vaneck_us's VBILL fund surpasses $100M.The VBILL product is tokenized by @Securitize, and is available on Ethereum, Solana, BNB Chain, and Avalanche. https://t.co/6zBaUvuG3c ...

Market Sentiment - The market is described as "dry," suggesting low liquidity or trading volume [1] - Following trends may lead to financial losses [1] Technology and Innovation - The content creator hasn't observed top institutions advocating for privacy coins [1] - Institutions are primarily focused on tokenization [1] Investment Strategy - The advice is to buy before institutions promote an asset and sell when they do [1] - The current market activity is characterized as money moving from one place to another without new technology or ideas [1]

RT Token Terminal 📊 (@tokenterminal)Securitize has tokenized funds on 10+ blockchains.Customer demand determines where the tokenized assets live.Right now, there's increasing demand from different ecosystems.@Securitize leverages @wormhole to ensure the cross-chain interoperability of the tokenized assets. https://t.co/Snbl7uTdP0 ...

Hong Kong Crypto Regulator: Tokenized Asset Progress Slow, Market Participation InsufficientOn November 4, Elizabeth Wong, Director at the Securities and Futures Commission (SFC), stated in an interview with Rocky Tung, Director of the Financial Services Development Council (FSDC), at the Finternet 2025 Asia Digital Finance Summit that, since the issuance of tokenization guidance in 2023, actual implementation and successful cases remain very limited. The regulator has clarified that securities laws apply t ...

Core Insights - Alibaba Group Holding is redesigning its flagship mobile AI app to resemble OpenAI's ChatGPT, aiming to enhance its competitive position against major Asian rivals [2][4] - The app will be renamed Qwen and will integrate more agent-style capabilities to facilitate shopping across Alibaba's services [3][6] - The long-term goal is to develop Qwen into a fully capable AI agent, with plans for an international version and significant internal resources allocated for the redesign [5][9] E-commerce Integration - Alibaba is leveraging its traditional strength in e-commerce to attract users to the revamped Qwen app, especially as the e-commerce landscape shifts towards AI-driven models [6][7] - The app will initially remain free, with potential for future monetization as the user base grows [7] Payment Infrastructure - Alibaba is overhauling cross-border payment systems within its $35 billion e-commerce ecosystem, focusing on tokenization to enhance global settlement processes [8][9] - A new payment network utilizing a tokenized, stablecoin-like system for international B2B transactions is expected to launch by the end of the year [9] AI Growth and Performance - Alibaba has reported significant growth in AI-related offerings, with its cloud business becoming the fastest-growing division [10]

🚨📊 The AUM for @vaneck_us's VBILL fund surpasses $100M.The VBILL product is tokenized by @Securitize, and is available on Ethereum, Solana, BNB Chain, and Avalanche. https://t.co/6zBaUvuG3c ...