RT SOAR (@LaunchOnSoar)SOAR is leading the charge of @Solana's ICM focus by creating novel-mechanics tying token = company value together.Companies are staying private longer, and by the time retail can buy in, upside has dissipated. It's time to allow people to participate in companies earlier. ...

Financial Data and Key Metrics Changes - Veritone reported Q3 2025 revenue of over $29 million, representing a 32% year-over-year increase [10][20] - The annual debt service burden has decreased from over $14 million to approximately $800,000, significantly improving the financial foundation [5][30] - Non-GAAP net loss from continuing operations improved by 48% year-over-year, from $11.1 million in Q3 2024 to $5.8 million in Q3 2025 [25] Business Line Data and Key Metrics Changes - Revenue from software products and services grew by 55% during the quarter, with a more than 200% increase when excluding Veritone Hire [10][20] - The Veritone Data Refinery (VDR) business saw a 100% growth in its qualified pipeline and bookings, now exceeding $40 million [11][12] - Managed services revenue declined by $1 million, primarily due to a decrease in representation services [21] Market Data and Key Metrics Changes - The public sector pipeline has grown to approximately $218 million in qualified opportunities, up from $110 million earlier this year [15] - International pipeline now exceeds $28 million, reflecting strong demand for AI solutions in global markets [16] - The global tokenized asset market is projected to reach $13.5 trillion by 2030, indicating significant market potential for Veritone [9] Company Strategy and Development Direction - Veritone is focused on its AIware-first mission and aims to achieve operating profitability in late 2026 [6][7] - The company is positioned as a leading semantic token factory for video and audio, with plans to roll out major monetization initiatives starting in Q1 2026 [8][10] - The strategy includes expanding partnerships and securing contracts with major hyperscalers to enhance its market position [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's future, highlighting the successful transformation and strategic positioning for growth [4][18] - The company anticipates continued growth in both public sector and commercial enterprise segments, despite challenges from the federal government shutdown [40][42] - Management remains optimistic about the potential for a strong recovery in the public sector once the government reopens [44] Other Important Information - Veritone completed an underwritten equity offering, raising a total of $103.8 million in September and October 2025 [28][29] - The company has agreed to pay off 100% of its term debt and buy back 50% of its convertible notes, significantly improving liquidity [30] Q&A Session Summary Question: What factors could drive revenue to the high end of Q4 guidance? - Management indicated that timing and velocity of larger VDR deals would influence revenue expectations [35][36] Question: What is being done to drive VDR pipeline growth? - Management noted that they are expanding go-to-market efforts and have a mature pipeline to support growth [36][39] Question: How is the federal government shutdown affecting public sector revenue? - Management acknowledged some delays but remains optimistic about growth in the public sector [42][44] Question: What is the strategy for Veritone Hire? - Management described Veritone Hire as stable and a meaningful contributor to cash flow, despite being flat or slightly down [46][47]

RWA Tokenization on Avalanche - Securitize tokenized funds are the fastest growing RWAs on Avalanche [1] Onchain AUM Growth - BlackRock BUIDL fund's onchain AUM increased by 9197% in the past month [1] - Apollo Global ACRED fund's onchain AUM increased by 133% in the past month [1]

Core Insights - Tharimmune, Inc. has successfully closed a private placement, raising approximately $545 million to support its strategy involving the Canton Network and Canton Coin [1][2][3] Company Overview - Tharimmune is the first publicly traded company to leverage Canton Coin to enhance the Canton Network's capabilities in digitizing traditional financial markets [1][13] - The company plans to operate as a Super Validator and run additional Validators on the Canton Network, utilizing the net proceeds for these initiatives [2][4] Investment and Participation - The private placement was led by DRW and Liberty City Ventures, with participation from notable investors such as ARK Invest, Kraken, and Goldman Sachs, among others [3][4] - The Canton Foundation, which oversees the Canton Network, also supported Tharimmune, marking it as the only publicly traded company backed by the foundation [3] Strategic Direction - Tharimmune aims to implement a differentiated digital asset treasury strategy, focusing on acquiring Canton Coin and investing in applications that enhance institutional utility and adoption [4][5] - The company has appointed Mark Wendland as CEO and Mark Toomey as President to lead this strategy, while maintaining its existing management for clinical-stage biotechnology operations [5] Market Context - The Canton Network is designed to facilitate privacy-preserving and interoperable applications across global capital markets, already processing over 500,000 daily transactions as of September 30, 2025 [6][7] - This growth indicates a rising demand for tokenization frameworks that align with institutional requirements for blockchain adoption [7]

"We're moving into important proofs about not only how tokens move on networks, but can we verify the truth that they actually happened? Do we have the audit trail for that? Chainlink has been building that foundation for some time now."At SmartCon, Thomas Zschach, Chief Innovation Officer at Swift, explained how finance is shifting from connectivity to provability and highlighted the work Chainlink and Swift are doing together to deliver verifiable, standards-based infrastructure ↓Chainlink (@chainlink):"C ...

Have really enjoyed working with and partnering with @campnetworkxyzThe IP reality is that IPs should and will be tokenized over a long enough time frame, and this is just the start ...

Regulatory Landscape & Industry Growth - The US stance on cryptocurrencies and digital assets is a key factor determining the speed of industry growth [1] - Understanding in DC is growing that the industry's value extends beyond speculative coins to rebuilding the financial system [1] - The White House is actively involved in stable coin legislation and broader digital asset regulation [1] - There's a 70-80% chance of the Clarity Act happening before the midterms [4] - SEC and CFTC are showing unprecedented support for the crypto industry, potentially issuing guidance and rules even if the market structure bill fails [4] Chainlink's Role & Technological Advancements - Chainlink enables automated compliance and proactive regulation by codifying regulatory rules into smart contracts [1] - Chainlink Runtime Environment (CRE) simplifies the development of institutional smart contracts, reducing the time and number of developers needed [2] - Chainlink's confidential compute enables private smart contracts, unlocking trillions of dollars in transactions by allowing verification without disclosing sensitive data [3] - Chainlink is positioned to connect DeFi, traditional finance, and the blockchain world, managing complexity through CRE workflows [8][9] Tokenization & Market Dynamics - Tokenization, especially of assets beyond cash like stocks, bonds, and real estate, is expected to go mainstream next year [3] - The industry needs a flywheel of commercial and market success with high-quality assets on-chain and active trading [3][4] - DeFi's success is driven by a commercial loop, and institutional digital asset tokenization needs a similar pattern [3] - Institutional capital will eventually flow into DeFi, potentially 10x'ing DeFi overnight as clients seek higher yields [6]

Product Launches & Updates - Chainlink Runtime Environment (CRE) is now live, powering onchain finance [1] - Chainlink introduced Confidential Compute, unlocking private smart contracts on any blockchain [2] - Chainlink launched the Automated Compliance Engine (ACE) partner ecosystem with 20+ compliance providers [2] Banking & Capital Markets - UBS, with over $6 trillion in AUM, completed an in-production tokenized fund workflow using Chainlink DTA [3] - FTSE Russell, benchmarking $18+ trillion in AUM, collaborated with Chainlink to publish global indices onchain [3] - Tradeweb collaborated with Chainlink to publish U S Treasury data onchain [4] - WisdomTree, with $130+ billion AUM, collaborates with Chainlink to bring institutional-grade NAV data onchain [4] - SBI Digital Markets (SBIDM), part of SBI Group with ¥10+ trillion AUM, is adopting Chainlink as its exclusive infrastructure solution [5] - Chainlink is powering cross-border DvP settlement between the Central Bank of Brazil and Hong Kong Monetary Authority [5] DeFi & Tokenization - Lido, with $28+ billion in TVL, is upgrading to Chainlink CCIP for wstETH across all chains [7] - Chainalysis has entered into a strategic partnership with Chainlink to power advanced cross-chain compliance workflows using Chainlink ACE [7]

Core Insights - A partnership was announced on November 6 among Tether's Hadron, KraneShares, and Bitfinex Securities to develop infrastructure for tokenized securities, with market analysts projecting growth from approximately $30 billion in 2025 to around $10 trillion within five years [1][5]. Group 1: Partnership Details - KraneShares aims to collaborate with its partners to create blockchain-based versions of exchange-traded products, bridging traditional finance with distributed ledger systems [2]. - Each partner contributes unique capabilities: Hadron provides the technical platform for digital securities, Bitfinex Securities offers a trading venue authorized by El Salvador's regulator, and KraneShares brings fund management expertise and investor access [3]. Group 2: Strategic Goals - The collaboration targets institutional investors, leveraging El Salvador's regulatory framework for digital assets to create systems for product issuance, compliance, and cross-border trading [5]. - Tether's CEO highlighted the partnership's commitment to capital market evolution, while KraneShares' CEO expressed confidence that their business will be fully tokenized within the next three to four years [4]. Group 3: Broader Context - Financial institutions worldwide are exploring blockchain applications for traditional securities, exemplified by UBS's tokenized fund transaction on Ethereum, indicating a trend among major banks to utilize distributed ledger technology for investment products [6].

RT Meltem Demirors (@Melt_Dem)the @RibbitCapital token letter is incredible, highly recommended reading - it links together tokens in AI, payments, and crypto in a clear manner."tokenization is the process of rendering the world for computers" and by proxy, NHI, AGI, robots, and more https://t.co/bRM1vnzMwv ...