Feels like the market grew up a little this year.
Less "what's pumping today?" and more "what's actually getting used?"
Stablecoins, RWAs, AI agents, prediction markets. Real usage is finally getting the attention. ๐ฑ
What narrative are you watching right now?
A lot happened in tokenization today:
โ Ondo x BlackRock launched onchain portfolios using BlackRock strategies (non-US investors for now)
โ ARK is tokenizing its venture fund on Ethereum via Securitize
โ The Fed proposed two new stablecoin rules under GENIUS
โ CFTC clarified derivatives firms can hold tokenized assets for recordkeeping
Four different institutions, four different angles, one direction: the infrastructure is getting built underneath the price chart.