Markus Brandt

IT Department | Talent & Partnerships |
Natively 🇬🇧
Poker pro

[Markus Brandt @Markus_Brdt]

Interesting shift in how people invest onchain:

81% of tokenized equities are single stocks, not funds.
Tokenized stocks are up 2,000%+, with 1M+ active holders.

On Wall Street, ETFs now outnumber stocks.
Onchain, people buy the stock.

[Markus Brandt @Markus_Brdt]

A cross-border USD payment. On a weekend. Settled in minutes.

DBS and Citi just did it with tokenized deposits on Swift's Digital Ledger.

The old way: up to 2 business days.
Banks are not "exploring" onchain rails anymore. They're using them.

[Markus Brandt @Markus_Brdt]

$352M drained from Bitget - and they didn't even need the private keys.

Attackers spoofed transaction data and tricked the exchange's own approval system into signing off. Your CEX can be robbed without anyone "stealing" a key.

This is the case for self-custody in one headline

[Markus Brandt @Markus_Brdt]

Bitcoin ETFs just erased a $5.8 BILLION hole.

Back in July the funds were deep in the red. Today they're net positive for the year. That's not a bounce - that's institutions quietly refilling every dip while retail called the top.

The comeback nobody tweeted about📈

[Markus Brandt @Markus_Brdt]

Institutions just bought $999,000,000 of Bitcoin in a single day - the biggest inflow since October 2025.

While retail argues on timelines, BlackRock's clients are quietly loading. The ETF era isn't slowing down, it's accelerating.

Follow the flows, not the noise🌊

[Markus Brandt @Markus_Brdt]

The names showing up to talk tokenization now aren't crypto natives.

They're traditional finance and Wall Street traders.

That's the tell. When the suits show up to your conference, the narrative already won.

[Ondo Finance @Ondo]

Some of the biggest names in traditional finance and trading are coming to Singapore.

→ Tom Lee
→ TraderMayne
→ MINHxDYNASTY

Alongside leaders from Franklin Templeton, SBI Holdings, SGX, Ericsenz Capital, SCBX & more.

All coming together at Open Interest by Ondo on October 6 during TOKEN2049.

Invite only. Apply to attend ↓

[Ondo Finance @Ondo]

Finance is entering its onchain era.

[Markus Brandt @Markus_Brdt]

Ondo just plugged into DTCC, the plumbing that settles trillions in traditional funds

Tokenization doesn't go mainstream with hype
It goes mainstream by quietly joining the rails Wall Street already uses

[Ondo Finance @Ondo]

We’re excited to announce that Ondo Finance’s subsidiary Oasis Pro Markets, a U.S. registered broker-dealer, has joined DTCC’s Fund/SERV.

Ondo Finance is the first tokenization company to join the network, which processes over 85% of the U.S. mutual fund transaction activity.

What joining Fund/SERV unlocks:

1️⃣ Connectivity with fund companies, wealth platforms & service providers

2️⃣ Standardized transaction processing, reconciliation, distributions & reporting

3️⃣ One connection replaces fund-by-fund integrations, enabling tokenized funds to scale across the traditional financial ecosystem

Talia Klein, Managing Director and Head of Wealth & Investment Solutions at DTCC:

“Ondo’s participation in Fund/SERV demonstrates how established industry infrastructure can support the next phase of market evolution.”

With this interoperability between traditional and digital finance, the infrastructure is now in place for tokenized funds to scale toward mainstream adoption.

[Markus Brandt @Markus_Brdt]

Bitwise is shutting down its spot $DOGE ETF.

Launched: November 2025
Assets left: $687K
Last trading day: October 14

Less than a year.

Turns out Wall Street wanted Bitcoin and Ethereum.
Not memes in a suit.

[Markus Brandt @Markus_Brdt]

Spot bitcoin:native ETFs just had their worst day in weeks.
Sep 15: -$450M in a single day.

Even BlackRock's IBIT (-$162M) and Fidelity's FBTC (-$215M) were red.

That's bigger than the entire outflow streak from the week before (-$463M over four days).
Institutions aren't buying this dip. Not yet.

[Markus Brandt @Markus_Brdt]

bitcoin:native dominance tried to break above 60.5% twice in the last month.

Rejected both times.
Now back at 59.36%.
But this isn't alt season yet. On red days dominance often dips just because stablecoins' share of the market grows.

Real rotation is when alts go up while BTC goes sideways. Not when everything bleeds.

[Markus Brandt @Markus_Brdt]

is trading at $2,464 (-1.27% 24h), with market cap at $300.7B. 24h volume jumped 13.9% to $15.2B even as price slid.

[Markus Brandt @Markus_Brdt]

Ripple-backed Evernorth - a $672M
ripple:native treasury vehicle - cleared its SEC S-4 filing and now has a shareholder vote set for September 30 to finalize its Nasdaq listing under ticker XRPN

[CZ 🔶 BNB @cz_binance]

Many people miss the bigger picture. Policy cannot be applied to only one company/project. What's good for one is good for the rest of the industry.

[CZ 🔶 BNB @cz_binance]

If you want the you two years later to appreciate what you did today, then...

(Not calling any bottoms. No one can. But try to adopt a yearly horizon.)

[Matt Hougan @Matt_Hougan]

In the last 24 hours:

* The SEC released Regulation Crypto Assets

* The Treasury launched yield curve control

* The White House prepared for a meeting with top crypto execs to discuss tokenization and the Clarity Act.

Hard not to be extremely bullish both BTC and crypto right now ow.