Every RWA protocol is promising yield.
$ONDO is already generating it.
$47 million per year. Verified on DefiLlama. Not going to holders yet because the fee switch has not been turned on.
That is not a risk. That is a loaded spring.
If you still think @chainlink is just an oracle you are WRONG!
@Bitwise latest report shows $LINK is becoming the infrastructure layer for tokenised finance.
Chainlink has everything covered in one product. Data, compliance, privacy, interoperability and orchestration.
🏘️Centrali di teleriscaldamento in Kirgizistan e riscaldamento condominiale a Mosca. Prototipi funzionanti (e paper che li raccontano) integrano il calore "di scarto" del mining di Bitcoin.
Il solito @DSBatten ci ricorda che la ricerca non si ferma!
🎙️ Nell'ultimo episodio!
👇
Bitcoin and Mungers Rule.
One has to wonder about the “AI is sucking up all the capital” narrative when nearly 8 trillion dollars still sits in money market funds earning a risk‑free yield, while fiat money loses something on the order of 8% of its purchasing power per year. In a market that noisy, the 200‑week Munger Rule is less a tactic than an x‑ray of who actually believes in compounding.
Buy at the upward sloping 200-week moving average.
Yes buy when there is blood in the streets.
But emotions get in the way.
The 200 week MA.
It marks the point where price has already done the damage and narrative has followed it down, where momentum, flows and sentiment have all turned against you, and where long-term value quietly reasserts itself. Narrative follows price.
When you should buy, you will not want to. The same is true of selling ( yes sell parabolic moves).
The excess return is therefore not informational. It is behavioural.
Most investors cannot do it. Emotions get in the way, simple human aversion to loss turn volatility into something to be avoided rather than harvested.
I call it the Munger Rule.
Have a nice day.
Tokenization is transforming finance.
This week, major banks planned a tokenized deposit network, payment giants expanded stablecoin settlement, and new asset classes came onchain.
Latest tokenization news ↓
1️⃣ America's biggest banks plan tokenized deposit network
JPMorgan, Citi, Bank of America, and Wells Fargo, alongside 12+ other banks, plan to launch a tokenized deposit network by H1 2027.
https://t.co/F9aE6C1KOf
2️⃣ Mastercard expands card settlement hours via stablecoins
Mastercard announced the use of stablecoins to enable intraday and weekend settlement between card issuers and acquirers across eight blockchains and six regulated stablecoins.
https://t.co/UUKKkXNSJO
3️⃣ Goldman Sachs launches tokenized real estate fund on GS DAP
Goldman Sachs launched a blockchain-native real estate fund on its GS DAP platform, with LRC Group as fund manager and Archax as custodian.
https://t.co/zOWa3xl3OR
4️⃣ Citi releases Tokenization 2030 report
Citi Institute's latest report projects the tokenized real-world asset market growing from $17B today to $5.5T by 2030, with stablecoins reaching $1.9T.
https://t.co/JdipEDYVP0
5️⃣ Ondo tokenized stocks will soon be usable as collateral on @OndoPerps
The RWA perps platform powered by Ondo Finance technology launches Tuesday, June 9 for non-US users.
https://t.co/CvWcWBUKHa
NOT good. Spot Bitcoin ETFs are on an outflow streak -- 13 trading days in a row with outflows that total ~$4.4 billion. 17 of the last 19 trading days have been outflows that total almost $5.6 billion. Maybe we all should have sold in May?
Another major U.S. strategic bet.
The Trump administration just awarded $2B to quantum companies, with several already tokenized on Ondo Global Markets:
IBM → IBMon
Rigetti → RGTIon
D-Wave → QBTSon
The U.S. government is directing capital into the companies that will define the next era of global competition. Tokenized stocks open that same opportunity to the rest of the world.
🚨SpaceX ha annunciato ufficialmente la sua IPO per metà Giugno.
OpenAI pare che entro fine settimana annuncerà la data anche lei.
Anthropic probabilmente seguirà.
Non ho la sfera di cristallo, ma questo è palesemente voler capitalizzare una fase di FOMO estrema di un settore del mercato iperesteso (Tech/spazio/AI).
L'impatto si avrà su tutto il mercato risk-on (crypto in primis, si muove una valanga di liquidità), quindi sono eventi obbligatoriamente da seguire e su cui continueremo ad aggiornarci
Stasera ci farò un video, sia sulla IPO di SpaceX che sui punti di contatto e impatto con il mercato crypto.
Did you know Bitcoin has a frequency color?
A new beautiful discovery by @Rebelx_o found the orange color you see below comes from the block interval of mined transactions on the blockchain.
Bitcoin targets one block every 10 minutes.
That interval is a frequency:
1 / 600 seconds = 0.001666 Hz
Shift that frequency up 58 octaves:
0.001666 × 2^58 ≈ 4.80 × 10^14 Hz
Convert that to wavelength:
λ = c / f ≈ 624 nm
624 nm is orange-red visible light.
So the point is simple: Bitcoin’s 10-minute block rhythm, translated into visible light, lands in the orange-red range. Not the branding, nor the symbolism. Just the block interval expressed as color.
THIS IS HUGE:
🇺🇸 BlackRock CEO Larry Fink just said something insane:"
The U.S. is short on power, chips, memory, and compute.
''I believe a new asset class will emerge. Futures on compute."
He's calling it a TRILLION dollar asset class.
In crypto, decentralized compute (RNDR, AKT, IO, TAO) is already building exactly that.
Permissionless. Tokenized. 24/7.
Wall Street is naming the trade.
Crypto already built the rails.
Extremely bullish.