BREAKING: Holders of tokenized funds are at an all-time high of 75k.Incl. money market funds, ETFs, and PE/VC funds. https://t.co/EF8DF39p2Z ...

JPMorgan is now tokenizing money market funds on Ethereumunusual_whales (@unusual_whales):BREAKING: JPMorgan, $JPM, starts tokenized money market fund on Ethereum, and to seed fund on Ethereum with $100 million internal capital, per WSJ ...

RWA Tokenization - Spiko Finance, a regulated tokenization platform with over $500 million in Assets Under Management (AUM), has adopted the Cross-Chain Token (CCT) standard [1] - The adoption aims to make Spiko Finance's money market funds natively transferable across blockchains [1] - Chainlink CCIP powers the cross-chain transferability of these Real World Asset (RWA) products [1] Cross-Chain Interoperability - This represents a significant advancement in enabling high-quality, yield-bearing RWA products to be natively cross-chain [1] - Chainlink's interoperability standard facilitates this cross-chain functionality [1]

Pruv is bringing Indonesian RWAs like local money market funds onchain across multiple networks including Avalanche, aiming to offer permissionless, compliant yield to everyday users.https://t.co/yXrLB1qh9o ...

Market Analysis & Cryptocurrency Trends - XRP shows significant weekly gains of 111%, outperforming Bitcoin (44%) and Ethereum (2%)[1] - Bitcoin needs to flip 116 thousand level with a daily candle close over it to confirm a bullish run, potentially retesting previous highs around 120 thousand plus [1] - XRP needs to break the midline at approximately $275 to potentially retest previous highs [1] - S&P 500 breaks above 6800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months [2] Capital Rotation & Liquidity - $74 trillion parked in money market funds earning 5%+, awaiting a Federal Reserve decision to trigger a capital reallocation event [10] - Potential for a 10% rotation from money market funds could unleash $740 billion into risk assets [11] - Historical patterns show that Fed cuts following large money market fund sizes have ignited tech bubbles, housing manias, and market rallies [12] - If 5% of money market funds rotates, $370 billion could flow into Bitcoin, potentially driving its price to $280 thousand - $350 thousand [14] Investment Strategy & Market Outlook - Crypto is expected to be the next sector to experience a surge, following rotations from gold and stocks [6] - The current environment is bullish for crypto, with potential for significant price action once the market wakes up [23] - Gold is potentially topped out, indicating a shift towards Bitcoin and crypto [18]

Market Analysis & Predictions - XRP shows significant weekly gains compared to Bitcoin and Ethereum, indicating potential bullish territory [1] - Bitcoin needs to flip 116,000 to confirm a bullish run, potentially retesting previous highs around 120,000 plus [1] - XRP needs to break $2.75 to retest previous highs, with caution around that level due to potential rejection [1] - The S&P 500 breaks above 6,800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months, signaling a bullish trend [2] - Gold is potentially topping out, with rotations expected from gold into stocks and then crypto [6][18] Money Market Funds & Liquidity - $7.4 trillion is parked in money market funds, waiting for Federal Reserve decisions to trigger a capital reallocation event [10] - Potential Fed cuts of 150-200 basis points could collapse money market fund income by $100-140 billion annually, driving reallocation [11] - Historical patterns show Fed cuts leading to market rallies (tech bubble in 1998, housing mania in 2003, general rally in 2009) [12] - A 5% rotation from money market funds could bring $370 billion into Bitcoin, potentially driving its price to $280,000-$350,000 [14] - Capital from money market funds is expected to flow into Bitcoin, Ethereum, and altcoins, pushing the entire crypto space higher [15] Crypto Market Sentiment - The crypto environment is bullish, but many are still in denial, awaiting significant price action to realize the potential [23][24] - Bitcoin dominance is expected to break down, leading to significant price multiples for assets like XRP [21]

Market Overview - Crypto market experiencing a period of stagnation following a sell-off in October, with no significant price action [1][4] - Bitcoin is hovering around 109,000, up approximately 1.1%, while Ethereum is nearing 3,900, and XRP is around $2.40 [3] - The live view of the current crypto market cap is 3.69 trillion [4] - Market sentiment indicates retail investors are fearful, frustrated, and impatient, creating a potential opportunity [10] Liquidity and Market Manipulation - Exchanges like Binance are allegedly manipulating the market, leading to liquidations, with over $370 million being liquidated in leveraged positions [11][13] - Money market funds are at an all-time high of $7.5 trillion, indicating a significant amount of liquidity that could potentially flow into the crypto market [15][17] - Money market funds hit a record 7.37 trillion in mid-October, driven by high short-term yields from elevated interest rates [17] Quantitative Easing (QE) and Federal Reserve Actions - The US Treasury is buying back $1.9 billion worth of its own debt as part of a program to enhance market liquidity [21] - The Federal Reserve has started quantitative easing (QE), with its balance sheet increasing by $10 billion in two weeks [22] - Global M2 money supply is now at $137 trillion, an increase from $129 trillion six months prior, suggesting a potential for asset rallies [27] Investment Strategy - The industry stresses the importance of holding spot positions in the market rather than engaging in leverage trading [14] - The industry believes that the current environment remains extremely bullish for crypto, with potential for old coin ETF approvals and increasing institutional involvement [30][31] - Increased debt makes assets more lucrative to investors, potentially leading to bigger inflows into crypto [34]

‼️ Money market funds just hit an all-time high of $7.4 TRILLION99% chance the Fed cuts rates in 6 days.Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assetsLiquidity tsunami incoming 🌊 🌊 🌊 https://t.co/LEozSuzd1g ...

Money Market Funds - BlackRock retooled one of its money market funds [1] - The retooled fund caters specifically to stablecoin issuers [1] - The fund is a GENIUS Act-approved reserve asset [1]

Small Cap Market Overview - Small caps have been underperforming for the last couple of years, but are entering a potentially favorable period with anticipated revenue acceleration [2] - Lower interest rates are generally favorable for small caps, but tariff concerns pose a challenge due to smaller companies' potentially limited ability to manage them [1] - Tax certainty and deregulation can counterbalance the negative impacts of tariffs [3] - Capital markets are open for both equity and debt, and M&A activity is a tailwind for the asset class [4] - Rate cuts by the Federal Reserve may drive money into equity markets, potentially benefiting small caps due to their tighter liquidity [6][7] Company Specifics - Generac is favored due to its data center play involving diesel backup generation, with new products competing with incumbents in a market with sizable demand for backup power [9] - Badger Meter, a water meter business, is attractive due to meter replacement cycles and infrastructure buildout [10] - Adtran is considered a good value play, poised to benefit from increased investment in rural broadband buildout [10] Potential Risks and Uncertainties - Tariffs remain an impact for many companies, and they desire more certainty, especially regarding China tariffs [4]