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With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals finally drive price. He says the bottom was June, the bull market has started, and the next leg come…
Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains why he was surprised the SEC cut out synthetics entirely, how the exemption opens the door to ticker-to-ticker swaps and as…
Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and treasuries, benefit most from 24/7 markets. He and Anthony Pecore of the Franklin Crypto team also talk through the "od…
Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its institutional liquidity push. He explains why the network effects are only now starting to compound from both directions, why build…
Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the DogeOS public testnet going live, shuts down the conspiracy that Elon is pumping Doge, and argues the only memecoin still …
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