Core Insights - Bitcoin has reached an all-time high, surpassing $125,000, driven by a shift from dollars to harder assets amid a US government shutdown [1] - Historically, Bitcoin tends to perform strongly in the fourth quarter, with an average surge of 79.6% in past Q4s [1] - Total returns for Bitcoin were 47.7% in 2024 and 56.9% in 2023 [1] Group 1: Market Dynamics - Strong demand from ETFs and corporations is contributing to Bitcoin's record prices, alongside favorable macroeconomic conditions [2] - The pace of institutional adoption, regulatory developments, and innovations in stablecoins and tokenization are key themes to monitor in Q4 [2][3] - New products are being launched rapidly, including stablecoins and tokenized real-world assets, with US government agencies supporting financial innovation [3] Group 2: Regulatory Environment - Ongoing regulatory developments in the US and EU are crucial, with treasury companies and some nation-states exploring Bitcoin as a reserve asset [3] - The Federal Reserve's policies, including recent rate cuts, are expected to influence global risk appetite [3] Group 3: Cautionary Perspectives - Some industry leaders express caution regarding the sustainability of the current Bitcoin rally, emphasizing the need for stabilization and true support [4] - Long-term prospects for Bitcoin remain optimistic, but there are concerns about entering the market at elevated prices [5]

Core Insights - The SEC plans to allow traditional finance (TradFi) stocks to trade onchain through the tokenization of real-world assets (RWAs), enabling a Web3-native stock trading experience for retail investors [1][2] - This initiative is part of the SEC's broader pro-crypto efforts, which include new ETF listing standards and regulatory innovations [2][4] - The proposed mechanism would allow retail traders to purchase tokens linked to the value of TradFi stocks, such as Tesla and Nvidia, providing distinct advantages over traditional trading methods [2][3] Industry Implications - The onchain trading of TradFi stocks could lead to a significant transformation in the financial markets, allowing crypto investors to trade assets 24/7, independent of traditional market hours [3] - The SEC's approach may differ from BlackRock's localized experiments with RWA tokenization, as it aims to open these services to a broader range of products beyond ETFs [4] - Political pressure is mounting on the SEC to adopt pro-crypto measures, with this onchain stock program being a particular priority, reflecting a growing interest in integrating TradFi with Web3 technologies [4]

Users can now trade tokenized RWAs on BNB Chain powered by @protofire & @SwarmMarkets's decentralized over-the-counter (dOTC) infrastructure 🤩Note: This post is for informational purposes only and not financial advice. DYORhttps://t.co/KaIt5VWggeProtofire | Token Utility Engineering (@protofire):Big news for RWAs & DeFi -@SwarmMarkets & @protofire are launching the RWA dOTC on BNB Smart Chain @BNBCHAIN!Trade tokenized real-world assets like stocks, bonds, commodities - securely, instantly, and without middl ...