Perps. Tokenization. Stablecoins. Privacy. Options. Agentic finance. Private inference. There's so many cool sectors being built out. Memes are cooked, move on. Learn fundamentals. Win on a long-time horizon.

BREAKING: Potential hack of Binance's hot wallets withdrawing nearly $2 billion to an address funded by Tornado Cash If no official comms from Binance, can expect this to be an exploit. Tx has below: 0x53bd38b816c23e74134786c29a8c18d792777998a3b9326047b583100e88e2f3

My current read on the market is that we are at the end of our multi-week pullback after a two month bull market breakout that started this entire bull cycle. Essentially, we saw the top names pull back 25% to 40% from their highs, and Bitcoin has yet to break under 80k, suggesting the strength in the market will continue. We got through a lot of noise and doomer takes from the timeline, with sentiment completely reset, as well as leverage and all momentum indicators. This makes me very, very bullish for the EOY rally, and I stand to believe that the Q4 rally starts this week at the end of October. Be more bullish. bitcoin:native zcash:native hyperliquid:native

T. Rowe Price has $1.86 trillion in AUM. Blue Macellari, their Head of Digital Assets, just told us they are actively bringing their clients into Bitcoin and other crypto assets. This is the secular trend shift that I continue to bang on my chest about. There is trillions of dollars of capital coming onchain in the next few years. Do not fade the tokenization supercycle. @TRowePrice_DA @therollupco

Having “bought Zcash under $1000” in the near future will be seen as an incredible trade this bull market. That’s how early we still are. Same goes for HYPE under $80, LIT under $3, and NEAR under $5. Ethena under $0.25 and so on. Be more bullish. $ZEC $HYPE $LIT $NEAR $ENA

NEW: Binance founder CZ says “blockchain is just a technology” in reference to the “integration” that is happening between Wall Street & DeFi. He says it’s “one industry” and this is likely the way it plays out going forward. Crazy how far we’ve came (many are still disillusioned), yet crazier how much further we have left to go. Patience lads…

Some big public companies have started pushing back on tokenized versions of their stock trading onchain. So we asked CZ the obvious question. Is this the classic “first they fight you, then they adopt it” moment? His answer was calmer than you’d expect. “I don’t think we need to push everyone to adopt it in day one.” Companies already listed on the NYSE feel like they have enough liquidity. They may not want more. Plenty of other companies do. “No technology or no solution needs to be applied to everyone in the world in one shot.” Some will wait and watch. CZ says that’s a perfectly fine view. “But the technology is there.” @cz_binance

Yesterday: CZ. Today: The Bridge, by The Tie. A full-day live show interviewing leaders from T. Rowe Price, Morgan Creek Capital, Bitwise, WisdomTree, SALT, Multicoin, Accolade, Grayscale, and Charles Schwab. The tokenization supercycle is only going to accelerate from here. See you on the floor, starting around 10AM ET today. @therollupco @TheTieIO

NEW: BNB Standard CEO and I sat down today in NYC after they rang the opening bell for a short conversation on the tokenization supercycle brewing, the scale of Binance, and the institutional era of this industry. The convergence of finance and DeFi is firmly here. Gotta love it. @BNBStandard @BNBCHAIN @therollupco binancecoin:native

CZ says most companies don't need tokenized stock yet, but claims the value will become clear over time. "We've actually seen a bit of pushback on the tokenization of equities from the likes of Target or McDonald's, with some of these pushing back against this kind of dislocated price discovery happening on-chain." - Andy "I don't think we need to push everyone to adopt it on day one. Many of those guys are already listed on the NYSE, etc. So I think they already believe they have good liquidity. They may not be looking for that additional liquidity, but many other companies may want that liquidity." "That's a perfectly fine view, but the technology is there. I think as long as a large number of people use it and view it as valuable, it doesn't have to be everybody. Over time, though, I do think that the value there will be very clear and more and more people will use it." - CZ

100 million people. $50 million in daily trading volume across the entire stock market. That’s how thin markets are in some large countries, according to CZ. “90 something percent of the countries, they don’t have very good liquid stock markets.” Companies there can list, but they can’t find buyers. @cz_binance’s argument is that opening markets globally fixes that, and it benefits US companies too. “Which company wouldn’t want their stocks to be bought by many more people?”

The regulatory headwinds of the past are now tailwinds for the future. To see CZ in the USA after a pardon from President Trump is such a hardcore 180 reversal from the Gary Gensler era that we were once a part of. This is no longer the case. Tokenization, stablecoins, and perps are eating finance slowly, but surely. This is a secular trend that will only accelerate from here as trillions of dollars of assets come onchain. Welcome to the rodeo, lads.