$UNI is up 195% in the last 40 days Tokenized stocks is the new narrative for crypto The good thing about this narrative is that it's also the next breakthrough technology for finance This isn't just narrative, its actually upgrading the financial system First we tokenized dollars via stablecoins, now we tokenize stocks

Uniswap now settles more trades/month than two US stock exchanges And it's done it with basically ZERO stocks on it Uniswap just started onboarding the world's most popular assets (stocks) and its volumes will balloon as a result Tokenized stocks is how DEXs eat the world (here's why) On September 17 the SEC granted a five-year "Innovation Exemption" that lets qualifying venues trade tokenized versions of US listed stocks onchain through permissioned AMMs, without registering as a stock exchange Uniswap already built exactly that with its v4 permissioned pools launched with partners like Superstate and Securitize, and tokenized SpaceX, Apple, Tesla and NVIDIA are already available So the DEX that's already out-trading two stock exchanges is about to get access to the entire US stock market But you might be wondering why anyone would trade on a DEX if they can already do it on a normal brokerage or exchange? When you buy a stock on Nasdaq, Nasdaq matches the trade. The actual settlement happens a day later through a separate clearing system On a DEX the trade and the settlement are the same transaction. It happens in seconds, 24/7, and any app can plug into that liquidity through an API Stock exchanges still shut down every weekend while Uniswap never closes. And of course, anyone in the world with a crypto wallet (or any agent) can access Uniswap, this isn't true with stock exchanges. As Brian Armstrong said: Coinbase tokenized stocks are the best version of stocks, not just the best version of tokenized stocks becuase tokenized stocks are simply better And finally, DeFi is building around tokenized stocks to give anyone access to lending, borrowing and more with your stocks. DeFi is giving more utility to the stocks many of us already own Tokenized stocks and DEXs will be a huge story in finance for the next few years. I've been positioned for the onchain shift for a while holding crypto equities like $HOOD, $COIN and $GLXY. Also one of our analysts at Milk Road PRO added $UNI just before it ran to $10. You can track our real-time portfolios here:

Did you guys listen when I told you to buy $CRDO? The stock is now up massively from where I first started buying and it’s up another 8% today. You can check out my entire portfolio and see exactly what I’m buying here.

$UNI is up 195% in the last 40 days Tokenized stocks is the new narrative for crypto The good thing about this narrative is that it's also the next breakthrough technology for finance This isn't just narrative, its actually upgrading the financial system First we tokenized dollars via stablecoins, now we tokenize stocks

Uniswap now settles more trades/month than two US stock exchanges And it's done it with basically ZERO stocks on it Uniswap just started onboarding the world's most popular assets (stocks) and its volumes will balloon as a result Tokenized stocks is how DEXs eat the world (here's why) On September 17 the SEC granted a five-year "Innovation Exemption" that lets qualifying venues trade tokenized versions of US listed stocks onchain through permissioned AMMs, without registering as a stock exchange Uniswap already built exactly that with its v4 permissioned pools launched with partners like Superstate and Securitize, and tokenized SpaceX, Apple, Tesla and NVIDIA are already available So the DEX that's already out-trading two stock exchanges is about to get access to the entire US stock market But you might be wondering why anyone would trade on a DEX if they can already do it on a normal brokerage or exchange? When you buy a stock on Nasdaq, Nasdaq matches the trade. The actual settlement happens a day later through a separate clearing system On a DEX the trade and the settlement are the same transaction. It happens in seconds, 24/7, and any app can plug into that liquidity through an API Stock exchanges still shut down every weekend while Uniswap never closes. And of course, anyone in the world with a crypto wallet (or any agent) can access Uniswap, this isn't true with stock exchanges. As Brian Armstrong said: Coinbase tokenized stocks are the best version of stocks, not just the best version of tokenized stocks becuase tokenized stocks are simply better And finally, DeFi is building around tokenized stocks to give anyone access to lending, borrowing and more with your stocks. DeFi is giving more utility to the stocks many of us already own Tokenized stocks and DEXs will be a huge story in finance for the next few years. I've been positioned for the onchain shift for a while holding crypto equities like $HOOD, $COIN and $GLXY. Also one of our analysts at Milk Road PRO added $UNI just before it ran to $10. You can track our real-time portfolios here:

BlackRock just published a paper saying AI is the most underappreciated demand driver for crypto (holy shit) This quote was killer: "AI represents machine-native intelligence, digital assets represent machine-native money" These two themes have been treated as separate trades With the famous tweet: "If you're in crypto, pivot to AI" But I've long said that a bet on crypto is a bet on AI and that's starting to play out Blackrock notes 2 specific areas where these technologies converge: 1. Agentic Commerce requires machine-native payment rails As AI agents start actually DOING things (buying data, booking travel, renting compute), they need a way to pay. And that's where it gets interesting An AI agent can't easily walk into a bank and open an account. Card rails need human onboarding, charge merchant fees that make a sub-penny API call pointless, and take days to fully settle and clear disputes A stablecoin wallet runs 24/7, settles in seconds, and doesn't care if the owner is a person or a piece of software 2. Compute is emerging as a new and potentially large market for digital assets As compute becomes one of the largest in-demand products in the world, BlackRock thinks standardized, tokenized claims on compute become a real digital asset market, with agents shopping for GPUs and paying per job. There are already early signs of Compute markets and digital assets converging with @USDai_Official, who uses stablecoins to provide financing for GPUs and uses the interest to give yield to USDAI stablecoin holders As the compute market expands, this market should have significant growth across the digital assets ecosystem Crypto has long been judged/valued based on human use cases, but I think it needs to be looked at as financial technology for AI, rather than humans (though it will work for both) Companies like Coinbase and Circle are already going all in on becoming the payment structure for AI and so to are many DeFi protocols. If you want to see what assets I hold in my portfolio to capture the agentic financial upside, you can check out my portfolio here: Don't forget to give me a follow @kylereidhead for more insights on AI, crypto and markets

Publicly listed companies putting yield-generating stablecoins on their balance sheet Love to see it and I expect this to be an incoming trend too As more companies hold/use stablecoins, it only makes sense that they put some % of that into a version that generates yield The friction to do so is much lower than in tradfi Stablecoins are about to eat the world

We are heading into a DEFLATIONARY, PRODUCTIVITY BOOM (yes, you read that right) The cost of intelligence is falling 99%+ and the only thing propping up inflation is oil, which will head down to the $30s Sounds crazy? It's not (Investors, read this!) AI inference costs have dropped more than 99% while demand for tokens rose 25x. That's the cost of digital labour falling 99%+ and when robotics scales, the cost of PHYSICAL labour starts down the same curve Blockchain is doing the same thing to the cost of financial transactions Genome sequencing is doing the same thing for healthcare, as it went from $2.7 BILLION per genome in 2003 to under $100 today This is all deflation from technology collapsing costs while demand EXPLODES, this is not deflation from a demand collapse (this is a good thing) So why is inflation higher if all of this is happening? OIL Crude spiked 60% to $100+ on the war, and energy bleeds into the price of everything. But that's a war premium from a supply shock, not a demand story and it won't last for long and OPEC members are already producing over quota, so when the war ends an oversupply hits a market that doesn't need it. ARK sees $30-35 oil in the coming years and I fully agree Strip out the war premium and nearly every structural force in the economy is pushing prices DOWN while output goes UP. We're heading into a productivity boom combined with deflationary pressures This couldn't be a better time for the stock market and I believe this plays our for years ahead, not just a few months That's the world I'm positioned for inside my Milk Road PRO portfolio. If you want to see the exact assets I hold right now and see moves in real-time you can check it out here: Don't forget to give me a follow @kylereidhead for more insights on AI and markets

Anthropic and OpenAI are rumored to be going public at a combined $3.2T (save this). For context on just how massive this is: The first-day value of all 3,365 U.S. tech IPOs from 1980 to 2025 sits at $4.1T. Here are five stocks positioned to win when these two list. 👇

Micron looking REAL GOOD here $MU dropped 50% after the AI infra trade topped back in June on: - open-source model fears - China supply fears - deleveraging of KOSPI and Situational Awareness - reignited Iran war and Oil price Through all of that the fundamentals of the demand for memory and for Micron specifically improved significantly Multiple banks and analysts have now agreed the memory cycle will go longer than previous cycles, with supply constrained, prices rising and margins holding past 2029 All of this is happening while we get closer and closer to December, when Micron will be able to turn on stock buybacks, something they haven't been able to do for years Microns FCF is heading into the $100s of Billions next year and the bulk of it will be used to buyback their stock The market is very likely to front run this and its why $MU is beginning to break out from its multi-month consolidation pattern I think we will see ATHs in Micron very soon as the market begins to turn the AI infra trade back on and risk enters the markets again throughout Q4 $MU is part of my portfolio and If you want to see all of the assets I hold, which span across AI infra, AI application layer and even some crypto equities, you can check it out here: Good luck out there!

Elon Musk warned that electricity will become the next major AI shortage. He expects today’s silicon shortage to shift toward transformers and eventually electricity as AI, transportation and heating electrify. Here are five under the radar stocks positioned to benefit (Save this).

You don't understand markets if you think a 2nd wave of INFLATION like the 1970s is coming Here's what everyone sharing this chart misses: The 70s second wave was driven by demographics (Baby Boomers) Today's demographics are the exact OPPOSITE (AI Agents) In the 1970s the baby boomers, the largest generational cohort ever, all entered the workforce, bought homes and started families AT THE SAME TIME Demand for everything exploded at once. Homes, cars, dishwashers, food. And supply couldn't respond, because in the 70s building new manufacturing capacity took YEARS Too much demand chasing too little supply for a decade straight. That's why inflation kept coming back in waves and rates had to go to the moon to kill it Today is the complete opposite... The boomers aren't entering the workforce, they're LEAVING it. Labor force participation is declining as the largest cohort in history (finally) retires And the demographic entering the workforce at size? AI agents. Millions of digital workers that don't buy homes, don't buy cars, don't buy dishwashers and don't eat. They add supply (labour, output, productivity) while adding basically zero demand for goods The 70s formula was demand shock + slow supply. Today's formula is demand fade + instant supply. You couldn't design a more opposite setup for inflation This is why I've been saying the same thing since 2023 while people called for the second wave every single year: inflation is NOT sticky, and the second wave isn't coming Sure, the price of Oil is holding inflation higher than it should be, but it's not creating another double digit inflation wave. Not even close. Even if we get another rate hike, it won't matter, as the growth from AI and agents far outweighs the restrictions of 25bps This is a big part of why I think we are entering the EVERYTHING bull market and why you should be allocated to the market and not sidelined, regardless of what the doomers will tell you. By the way, if you're unsure how to invest in todays market, you can see my entire real-time portfolio here: Don't forget to give me a follow @kylereidhead for more insights on AI and markets

Our analyst @MelvinInvests has been screaming that $META was a buy since June. Meta is now up over 11% today, and our Pro members were able to track every move he made along the way, from the first buy to every DCA. If you want to see exactly what Melvin is buying in real time, you can track his full portfolio below.

Meta’s Muse agents are about to ignite the next CPU boom (Save this). The more tasks these agents complete, the more CPU power Meta will need to run them. Here are the five stocks positioned to win from this.