Eric Pilat

#Yachting, #Digital #Fintech #fundraising , #privateplacement, #Mergers, #Acquisitions, #Advisory #Finance #Blockchain #Tokenization, #RWA, #Web3

[Denis Payre @DenisPayre]

Ces événements sont déplorables pour l’image du pays. Quand un Elon Musk retweet ces vidéos et génère 225.000 likes et 23 millions d’impressions (!), ce sont autant de touristes et d’investisseurs potentiels en moins en France. La tolérance zéro est une urgence absolue en incluant la sanction des parents des mineurs aussi (suspension des aides sociales, expulsion des logements sociaux…). Les leviers efficaces ne manquent pas. Ce laxisme vient s’ajouter à celui dans les comptes publics et dans l’organisation de la sphère publique pour précipiter le déclassement. Stop.

[Documenting Saylor @saylordocs]

🇺🇸 JAMIE DIMON, CEO OF CHASE, GOES ON NATIONAL TV AND SAYS:

"CRYPTO IS BETTER THAN THE CURRENT FINANCIAL SYSTEM!" THE "EXPERIMENT" PHASE IS OVER.

THIS IS THE PIVOT OF THE CENTURY 🔥

[Trending Bitcoin @TrendingBitcoin]

SEC Chair Paul Atkins: 🇺🇸“All U.S. markets will be on chain within two years.”

[Eric Pilat @EricPilat]

Brian Armstrong CEO of Coinbase interviewed by Nicolai Tangen CEO of Norway Sovereign Funds for his podcast In Good Company . Worth to listen.

#stablecoin #rwa #tokenization #defi #tradfi
Worth to listen to: https://t.co/qHGBQUm1Xt

[Restitutor Orientis 🇱🇮 @restitutorII]

Reconstitution par l’IA de Constantinople (aujourd’hui Istanbul), capitale de l’Empire romain d’Orient sous l’empereur romain Justinien Ier.

On espère que l’ancienne ville, à l’intérieur de ses murs romains, retrouvera la splendeur de son passé.

[Merlijn The Trader @MerlijnTrader]

🚨MASSIVE:

The White House has set a March 1 deadline to advance a comprehensive crypto market structure bill.

The signal is clear: regulatory clarity is coming, but not on the industry’s preferred terms.

At the center of the negotiations is a decisive shift against one of crypto’s most powerful adoption drivers: passive yield on stablecoin balances.

According to the draft discussed in today’s White House-led meeting attended by Coinbase, Ripple, a16z, major trade groups, and banking associations firms would be prohibited from offering rewards simply for holding stablecoins.

In effect, the savings-account model for digital dollars is being structurally dismantled.

Yield may only be permissible when tied to explicit economic activity, lending, liquidity provision, or other structured use cases, not for idle balances. This reframes stablecoins from yield-bearing instruments into pure payment rails.

Enforcement authority would be shared across the SEC, Treasury, and CFTC, with penalties reportedly reaching up to $500,000 per violation per day a level designed to ensure immediate compliance rather than negotiated settlement.

Banks, meanwhile, are pushing for further analysis on deposit displacement, concerned that payment stablecoins could accelerate outflows from traditional funding bases.

Despite these restrictions, the broader legislation is widely viewed by institutional participants as constructive.

The bill seeks to establish long-awaited clarity on:

- Custody standards
- Exchange oversight
- Token classification
- Jurisdictional boundaries between the SEC and CFTC

For large allocators, regulatory certainty often outweighs product flexibility. Capital does not require maximal upside, it requires defined rules, enforceable property rights, and predictable supervision.

If enacted, this framework could remove the single largest barrier to institutional participation: legal ambiguity.

The trade-off is structural.

Crypto may lose some retail-oriented yield mechanics, but gain access to deeper pools of conservative capital that have remained sidelined.

Negotiations will continue throughout the week, with a month-end agreement considered plausible. A finalized framework by March 1 would move the legislation into its next procedural phase.

In practical terms, the market is transitioning from an experimental frontier to a regulated financial sector, one where growth is likely to be slower, steadier, and far more capital intensive.

Clarity rarely feels bullish in the short term.
But historically, it is the prerequisite for scale.

[Bitcoin professor @Bitcoinprof0637]

🇺🇸 JAMIE DIMON, CEO OF CHASE, GOES ON NATIONAL TV AND SAYS:

"CRYPTO IS BETTER THAN THE CURRENT FINANCIAL SYSTEM!" THE "EXPERIMENT" PHASE IS OVER.

THIS IS THE PIVOT OF THE CENTURY 🔥

[STEPH IS CRYPTO @Steph_iscrypto]

HUGE: 🇺🇸David Sacks says banking and crypto will merge into one digital assets industry — with new U.S. payment rails built on blockchain.

[Grégory Raymond 🐳 @gregory_raymond]

🟥 @BNPParibas lance un fonds monétaire tokenisé sur Ethereum

La 2ème banque européenne vient de franchir une étape concrète en portant l'un de ses produits phares sur une infrastructure décentralisée.

👉 L'info

BNP Paribas Asset Management a réalisé l'émission d'une part tokenisée d'un fonds monétaire de droit français sur la blockchain publique Ethereum.

Cette expérimentation a mobilisé l’ensemble de la chaîne de valeur : BNP Paribas Asset Management en tant qu’émetteur, AssetFoundry pour la partie technique, et le métier BNP Paribas - Securities Services pour les fonctions d'agent de transfert et de dépositaire.

Contrairement à une première initiative réalisée au Luxembourg sur une blockchain privée, le groupe a cette fois privilégié Ethereum.

👉 Pourquoi c’est important

Le passage d'une blockchain privée à Ethereum montre que les grands institutionnels considèrent désormais les infrastructures publiques comme suffisamment matures, dès lors qu'une couche de conformité y est ajoutée.

La tokenisation permet de s’affranchir des traditionnels traitements par lots (batch processing). Pour des fonds monétaires, cela ouvre la voie à une gestion de la liquidité beaucoup plus granulaire et flexible.

Le test prouve la capacité des différents métiers d'une banque universelle (gestion d'actifs, CIB, conservation) à collaborer sur une infrastructure décentralisée de bout en bout.

👉 La Big Picture

Nous assistons à une accélération mondiale de la tokenisation des fonds monétaires, qui s'imposent comme le "cash" natif de l'économie on-chain.Aux États-Unis des géants comme @BlackRock (avec son fonds BUIDL) et @FTI_Global ont déjà capté des milliards de dollars en proposant du rendement monétaire directement accessible via des portefeuilles numériques.

En Europe, @Amundi_FR a lancé le sien fin 2025, tandis que des acteurs agiles comme @Spiko_finance proposent déjà des fonds monétaires européens (OPCVM) nativement tokenisés dont l'encours global a récemment dépassé le milliard de dollars.

Notre dashboard consacré à la tokenisation et aux fonds monétaires à consulter sur la plateforme @TheBigWhale_ 👉

[Bitcoin Teddy @Bitcoin_Teddy]

🇺🇸 SEC Chair Paul Atkins said all U.S. markets will be on chain crypto within two years.

[Cyprx Research Lab Official @CyprxResearch]

Stablecoin 1.0 to 2.0:
From black box to modular payment stack

The first wave was simple:
- 1 provider.
- 1 stack.
- 1 margin.
- Take it or leave it.

That was Stablecoin 1.0: fast to launch, but opaque, expensive, and hard to control.

Now we’re entering Stablecoin 2.0.

Instead of all-in-one vendors, institutions assemble a bank-grade, modular stack:
- Wallet infra & key management
- Liquidity, FX, bridges
- Independent compliance & risk
- Multiple on/off ramps
- Settlement rails connected to the real economy

Result:
- Control over flows & counterparties
- Negotiated economics
- Multi-corridor, multi-chain strategies
- Compliance by design, not by vendor

This mirrors the evolution of cards and open banking:
Monolith and orchestrated infrastructure.

Stablecoins are no longer a product.
They’re becoming payment infrastructure.

And the winners won’t be the loudest tokens,
they’ll be the teams with the best stack architecture.

[François Momboisse @fmomboisse]

Il y a 6 mois, le Collège de France avait alerté sur la PPE3, et l’inutilité voire la dangerosité d’ajouter encore des capacités de renouvelables intermittentes.

Mais pas grave, au gouvernement on sait mieux que les scientifiques.:)

[Real World Asset Watchlist @RWAwatchlist_]

🚨 Huge step toward DeFi adoption in 2026

VISA has announced they will be officially using Ethereum and other blockchains for stablecoin payment settlements.

Tokenization is the future 🔥

[Real World Asset Watchlist @RWAwatchlist_]

🚨 THIS JUST IN:

TOKENIZED SECURITIES GOT OFFICIAL RECOGNITION IN NEW PAPER PUBLISHED BY SEC 🇺🇸

BYE BYE TRADFI 🫡

[U.S. Securities and Exchange Commission @SECGov]

TODAY at 2PM: Chairman @SECPaulSAtkins and @CFTC @ChairmanSelig will be discussing harmonization and their efforts to deliver on President Trump’s promise to make the U.S. the crypto capital of the world.

Livestream: https://t.co/nIX7Qc9N0q
Event details: https://t.co/EIEvAdJanb

[Real World Asset Watchlist @RWAwatchlist_]

🇺🇸 SEC JUST MADE A BIG MOVE:

“Tokenized assets are securities first, and technology second” -U.S. Securities and Exchange Commission (SEC)

Any asset on a blockchain that qualifies as a security must fully comply with U.S. securities laws

Clarity finally 🔥

[Ondo Finance @OndoFinance]

Goldman Sachs on tokenization:

“We have an enormous number of people at the firm extremely focused on tokenization.”

CEO David Solomon during Goldman's latest earnings call, outlining their tokenization focus for 2026.

[Documenting Saylor @saylordocs]

Michael Saylor says, “We are making $500 million a day with Bitcoin.”

“We may very well be the most profitable and fastest-growing company in the U.S. right now.”

[Shanaka Anslem Perera ⚡ @shanaka86]

JUST IN: The largest corporate Ethereum holder on Earth just acquired a stake in the most powerful content creator in human history.

$200 million from Bitmine into MrBeast’s Beast Industries.

Here’s what every analyst is missing:

This isn’t a crypto company buying brand exposure.

This is the construction of the largest retail DeFi onramp ever built.

450 million subscribers. 1.4 billion views in 90 days. $473 million revenue in 2025. Gen Z and Alpha demographics who will define financial infrastructure for the next 50 years.

Bitmine didn’t write a $200 million check for marketing.

They bought the distribution channel.

When Beast Industries launches its financial platform with embedded DeFi features, every single MrBeast video becomes wallet activation infrastructure.

Every challenge becomes an onboarding event.

Every giveaway becomes a transaction tutorial for 450 million people who have never touched a blockchain.

The backers tell you everything: Cathie Wood’s ARK. Kraken. Tom Lee’s Fundstrat.

These aren’t vanity investors.

They see what I see.

Wall Street is modeling crypto adoption through institutional ETF flows.

Meanwhile, a single deal just created direct transmission from Ethereum treasury capital to 450 million eyeballs controlled by a man who buried himself alive for content.

The institutions tracking traditional finance rails are about to get front-run by the creator economy.

Deal closes in 4 days.

By Q2, Beast platform beta.

By Q4, the first DeFi user metrics force consensus to reprice everything they thought they knew about retail crypto adoption.

This is the moment crypto found its distribution moat.

Position accordingly.

[Securitize @Securitize]

From Wall Street to Washington, the whispers of Tokenization grow louder and louder.