BLW
@BLWONX
official partnerships with token foundations, despite some thinking that its the end of the foundation era, will foster compounding flywheels just as offshore entities or spvs bring creative advantages, so will the usage of foundations its time to be like water
as the digital asset treasury plays keep rolling in, the next step will be teams or founders acquiring majority ownership in public companies, enabling them access to institutional capital that invests in their own tokens without having to publicly list their underlying protocols…
when one of the largest asset managers in the world selects only two digital assets for etfs after years of due diligence their ceo believes that tokenization is the future of finance their ex-digital assets head joins a public company that has one sole purpose every major…
interesting to ponder given cryptocurrencies are a relatively modern phenomenon, what percentage of legacy old guard boomers actually understand all the different sectors of coins, especially memecoins certainly experts can be hired but who better to trust and get first hand…
sometimes what is obvious to some may not be to others, but things that have potential for explosive growth backed by the largest asset managers in the world should be enough
as more public companies realize taking the microstrategy playbook gives them easy access to quick funding, it also revitalizes their fledging share prices large caps likely stick with more conservative btc and eth, but shells or small caps will be more incentivized to increase…
regardless of your thoughts on ripple, its undeniable the reach of their relationships and networks through all of finance not only in the US but worldwide they were winning when times were bad, now the the path has cleared with no obstacles in sight strapped with endless cash…
while people are focused on public companies adopting btc, eth or other digital asset treasuries, privately one of the largest btc treasuries continues to build unknown to the public eye the continued adoption of stablecoins by domestic e-commerce giants with plans for cross…
china has more gold and btc than most of the world realizes, as they continue taking steps towards domestic and international usage of e-cny the question becomes how the rest of the world will prepare for this
unironically sales teams stopped promoting eth months ago given its poor performance relative to btc, despite strong recent inflows but we all know price leads narrative and the narrative has begun to shift with the new administration, regulatory tailwinds and securities…
as most coins begin to be formally removed from the definition of securities, so will be the futures precursor requirement and 19b4 filings all together its no surprise that the issuer everyone looks to lead has made little moves publicly thus far, as the need to be first to…
under the new regime, futures will no longer be a precursor to a spot etf however, pending regulatory actions will be an issue as opposed to digital assets like doge or trump with no securities implications staking for etfs will be introduced but not in the manner most will…
now that the chair has been sworn in the ball begins to roll the disdain for eth seems pretty universal at this point, but if eth fails to succeed dont expect much from the bigger players in terms of pushing anything else other than btc
while the impending administration change will provide new opportunities for the industry, these changes will take time unlikely any surprise approvals between now and 2q25 which would be post deadline of a 19b4 if filed today
some eth etf issuers will choose to amend their original filings for staking, while others will file new 19b4s for marketing and regulatory purposes major issuers would have never considered staking with a crypto native protocol but todays incident affirms that the commission…
china has more gold and btc than most of the world realizes, as they continue taking steps towards domestic and international usage of e-cny the question becomes how the rest of the world will prepare for this
some digital asset disclosures coming to light with 13Fs but aside from the digital asset etfs, other coins do not require public disclosures if you have ever wondered why particular coins continue to show strength despite what might be considered bad tokenomics, high fdv,…
as the worlds between web2 and web3 begin to merge, web3 teams that have extensive backgrounds from well known web2 companies will have significant advantages to attract investors and developers not all funds interested in digital assets have directives that only allow them to…
the current focus of rwa for tradfi are protocols that can reduce transaction costs however a plain vanilla offering of tokenizing treasuries does not move the needle as users that onboard into digital assets are not looking to buy treasuries for minimal yields where things…
looks like experts getting a little smarter now now focus on hierarchy and marketing
experts focused on sol and xrp, analysts giving forecasts on potential flows, neither realize doge has no ongoing legal actions and would have unparalleled marketing exposure simply because doge is not a serious digital asset?
trumps intent with tariffs in 2025 are really no different than in 2017, only that he has become more efficient on how to leverage ultimately its art of the deal and understanding how these things are publicly portrayed versus how they actually play out behind doors right now…