🗣️ OpEd: Franklin CEO Meghan Knab argues that the slowness of TradFi payments work against the average American, but that stablecoins offer a solution that will ultimately upend the way we transact.https://t.co/ggilvjEeqW ...

Bybit x DigiFT x UBS uMINT 🤝A new milestone in bridging TradFi and Web3.Bybit now supports UBS’s tokenized money market fund — UBS uMINT — as collateral for trading, expanding institutional access to real-world assets on-chain.“By working together, we’re opening the door for more traditional institutions to unlock further utility from their tokenized money market products.” — Ben Zhou, Co-Founder and CEO of BybitYoyee Wang, Head of Bybit’s B2B Business Unit at Bybit, added: “Our B2B team is dedicated to lea ...

Tokenization & Digital Assets - BlackRock 在 TradFi 和区块链的交叉领域扮演着重要角色，从tokenized assets 到 crypto ETFs [1] - BlackRock 在 Sei 上对 ICS US Dollar Liquidity Fund 进行 tokenization 标志着机构级数字资产的新篇章 [1] Industry Focus - Wall Street 在 Sei 上的行动速度更快 [1]

Market Dynamics & Narratives - American narratives dominated crypto market earlier in the year, focusing on ETFs, DATs, TradFi, RWA Tokenization, and regulatory clarity [1] - Asian retail investors were playing catch-up, contrasting with 2022-2024 when Asia drove the market [1][2] - China & Asia were displaced due to lack of edge in US politics and information asymmetry regarding ETF listings [2] - Chinese narratives regained popularity driven by CZ's activity and the launch of Aster [3] Potential Market Manipulation - US government shutdown delayed expected catalysts and SEC actions, making long positions vulnerable [2][3] - Aster, a new perp dex supported by CZ, attracted billions in open interest from inexperienced traders [2] - Launch of SOL, XRP, and DOGE spot ETFs coincided with market events [4] - A BTC whale opened massive short positions, potentially linked to knowledge of Xi Jinping's actions [5][6] - Elevated open interest, delayed catalysts, and the government shutdown created an opportunity to "loot" the market [6] Conspiracy Theory Summary - The theory suggests a coordinated effort to exploit market vulnerabilities, with Chinese actors potentially profiting from the US government shutdown and delayed ETF catalysts [1][2][3][6]

We spent more time on panels at #Token2049At @1inch's Unite DeFi, our Head of Growth @SrWillWill joined voices from @Dune, @Kiln_finance, @BackedFi & @TheBlock__ to discuss how tokenized assets are rewriting the playbook for finance.Goated panel = RWAs bridging TradFi & DeFi https://t.co/oVbrJPE4NA ...

Market Trends - BitMEX co-founder Arthur Hayes indicates a new "debasement trade" narrative in TradFi [1] - Banks are expected to sell gold, crypto, and tech derivatives to clients after nearly 20 years [1]

Innovation & Regulation - AI辅助人类将优于纯AI [1] - 过度监管扼杀创新 [1] CeFi & DeFi - Bitget 致力于连接 TradFi（传统金融）、CeFi（中心化金融）和 DeFi（去中心化金融）[1] - Bitget 正在构建一个适用于所有资产的通用交易所 [1]

Market Narrative - TradFi (Traditional Finance) 新的叙事主题是“货币贬值交易”[1] - 传统金融机构用了近 20 年才注意到这一点[1] - 不要相信他们会因为比特币的“4 年周期”而忘记这一点[1] Investment Strategy - 银行家们将向客户出售黄金、加密货币和科技股票衍生品[1]

RT Aditya Shetty (@AdityaShetts)internet capital markets 🤝india's capital marketsa weekend of hoodies & suits at Solana Mumbai...as the ecosystem grows we felt it is imp to enable osmosis between tradfi & defi....since product/regs are downstreamgrateful to everyone across both worlds who joined us! ...

Core Insights - Bitcoin reached an all-time high recently, with ETF issuers acquiring over $4 billion in Bitcoin within the last five business days, indicating strong institutional interest [1][3][4] - The current surge in Bitcoin prices is primarily driven by traditional finance (TradFi) firms rather than Web3-oriented digital asset treasuries, which have shown a decrease in activity [2][4][5] - Analysts suggest that the motivations behind these purchases may not be based on growth expectations but rather on a sense of monetary panic, leading to unpredictable market dynamics [5][6] Institutional Activity - Major ETF issuers, all classified as TradFi players, are demonstrating a significant appetite for Bitcoin, which could signal either bullish or bearish market conditions [5][6] - Despite Bitcoin's recent price fluctuations, ETF issuers continue to buy aggressively, raising questions about their strategies and the potential impact on market predictions [6][7] Market Dynamics - The lack of activity from Web3-oriented institutions contrasts with the aggressive purchasing by TradFi firms, suggesting a shift in market leadership [4][5] - The ongoing purchases by ETF issuers may overshadow organic demand, complicating the ability of analysts to make accurate market forecasts [6][7]