🚨 JORDI VISSER ON WHY TOKENIZATION IS THE MOST IMPORTANT TREND NOBODY IS FULLY PRICING IN: "You're gonna get more movement. You should be able to tokenize IP. There will be tokens attached to intellectual property. Everything that GDP doesn't measure and doesn't know how to measure that's digital will become part of the economy." On the size of what is at stake: "Fiat assets trade at about 10 times the value of all of the currency ever produced in the world. That's what the fractional reserve banking system is. When you get all mad and say 'this house of cards is gonna crumble down,' it's not. Governments can't allow it because then we have the Great Depression." On what happens instead: "The choice they've made is to inflate assets to make sure the entire market becomes financialized. Money supply will keep growing, the fiat assets will not, and the money will move into things that are going up in value." His conclusion: "I believe that will be crypto through tokenization. Tokenization is the bridge between these two worlds."

🚨 $BMNR CHAIRMAN TOM LEE ON WHERE THE ETH/BTC RATIO GOES: "I think that ratio is going to go way beyond .08. Maybe it even goes to .25. Maybe it even goes to 1. That means Ethereum is hugely undervalued." On what BitMine has built: "We've been a consistent bid. We've taken out essentially 5% of the supply of Ethereum. That is a sinkhole of liquidity that we've absorbed." On why they keep buying every week: "This is quite a lot of ETH that can be used to seed and fund and encourage a lot of DeFi future opportunities. In the next crypto cycle, there's going to be multiple tens of billions of dollars of companies stood up that are part of this new crypto financial rails system. We have an opportunity to help seed those, be involved with them, even create those."

Pomp and I have been doing these weeklies now for 18 months now. As the AI crypto merge hits the agentic swarms, we cover Why Now in crypto and what to expect from here as traditional investors are forced to understand the next leg of the digital economy and its impact on everything we know today from history. The world is changing quickly.

This will be the winning institutional thesis. Institutions invest in infrastructure. The biggest infrastructure layer for tokenization today is Ethereum. Owning and staking ETH to secure the network will be strategic for institutions and governments. This is not priced in.

Ethereum's "special chain" thesis explained in one clean idea. ETHLabs thinks Ethereum is the best place to issue assets because when you issue on Ethereum, those assets "can move seamlessly from Ethereum to any other L2 and even other L1's such as Solana." Faster finality and the fast confirmation rule would make Ethereum the only chain that can settle fast AND stay truly trustless. FT @_julianMA @binji_x @decentrek

It's pretty much destined that ETH becomes the most valuable global asset. - powers foundation for future finance - reserve curreny of onchain AI economy which addresses a $400T mcap (global wealth) - zero counterparty risks - soon private - highly liquid - most permissionless collateral for Defi - realyielding 2.2%+, longterm 4%+ - longterm deflationary It's all there and will be obvious soon.

Swapping Twitter clout for a fraction of a Rembrandt is the kind of market tokenization could make possible, according to John Gillen. That's the more expansive version of what Vlad Tenev calls the "tokenization super cycle," where things we couldn't previously trade become assets people can buy and sell. Add AI agents conducting commerce, and Gillen's Ethereum thesis comes into focus: smart contracts could help humans supervise an economy where software increasingly transacts on their behalf. Feat. @BitcoinJesusETH @andyyy @therollupco

"hoPe Ur tAkEin pRofIts" Bitcoin hasn't even confirmed a new bull market yet the entire asset class is going higher for at least the next year stfu and long your longs, you paperhanded ninnies For God's sake, be bullish for once in your life

If we close a second weekly candle above the 50WMA, I think it's good enough to declare digital assets to be in a technical bull market. Thank you for your attention to this matter. bitcoin:native ethereum:native

Ive spent 35 years building a way of thinking about markets... the liquidity cycle, debasement, the exponential technologies eating everything. Its scattered across thousands of hours of interviews, reports and Real Vision videos. is all of that in one place you can talk to. Ask it how I'd read the market right now. Upload a chart and get my take on it. Test an investment idea against how I reason. It answers in my voice, using my frameworks, drawing on everything Ive said publicly plus the reasoning behind the Real Vision paywall. It wont build your portfolio for you and it isnt perfect. But as a head check, or a mentor you can bug at 2am, its bloody useful.