Ninepoint Digital Asset Group

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Newsletter: & Podcast: @DeFiDecodedPod.

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[Ninepoint Partners @Ninepoint]

From rate cuts to real opportunities. Our 2026 Market Outlook breaks down what’s next for investors and where active management may matter most.

Read the full 2026 Market Outlook: https://t.co/fVw3JJY532

#2026MarketOutlook
Disclaimer: https://t.co/FXXUHCRKms

[Alex Tapscott @alextapscott]

The Internet is evolving - from an Internet of Information to an Internet of Value, powered by blockchain.

In the last era, the winners were the MAG7 - Apple, Amazon, Google, Meta, Microsoft, Netflix, and Nvidia - trillion-dollar platforms that dominated the core verticals of the Internet:

Search — Google
Social — Meta
Retail — Amazon
Mobile/Cloud — Apple
Enterprise — Microsoft
Media — Netflix
Compute — Nvidia

They became the gatekeepers of the Information Age.

But the next era will belong to a new group — the DAG7, or Digital Asset Group of Seven — protocols, not
platforms, that will power the Internet of Value.

The DAG7 will be different.

The leaders of this new era won’t be companies with walled gardens, but open networks — decentralized, programmable, and global by design.

So far, three leaders have clearly emerged:

Bitcoin ($BTC) - the onchain store of value
Ethereum ($ETH) - the onchain dApp ecosystem
Solana ($SOL) - the onchain capital markets layer

In other words, we’re still early. It's still DAG3 - for now.

Over time, new protocols will rise to dominate other critical verticals:

Crypto x AI - the protocol uniting the two great technologies of our time
Enterprise Blockchains - the platform that can launch a thousand corporate chains
The Everything Exchange - a universal onchain marketplace for all digital assets
Onchain Social - identity, payments, and proof of personhood for the Web3 era

And perhaps more we haven’t yet imagined.

I introduced this idea of the DAG7 at @token2049 in Singapore.

The next trillion-dollar entities won’t be corporations. They’ll be protocols.

If you’re curious about how the Internet of Value will reshape business, finance, and culture, check it out.

#Web3 #Blockchain #DAG7 #InternetOfValue

[Ninepoint Digital Asset Group @NinepointDAG]

https://t.co/3XZiJ3oX2R

[The DeFi Decoded Podcast @defidecodedpod]

Episode 213: Merger Mania Comes to DATs. Plus, How to Value Base.

@alextapscott @AndrewY_SX @NinepointDAG

0:00 Introduction
0:21 DAT mNAVs & Strive-Semler Merger
4:35 Altcoin DATs: Constraints & Risks
14:19 Stablecoin Regulations & Bank Lobbying
30:16 IPO Wave & Custody Economics
40:38 Base Token: Potential Structure & Valuation
49:42 Conclusion

Also available on YouTube: https://t.co/RezonBQcG1

[Ninepoint Digital Asset Group @NinepointDAG]

https://t.co/whl0wnyMWB

[The DeFi Decoded Podcast @defidecodedpod]

Episode 212: Why Investors are Betting on Prediction Markets

@alextapscott @AndrewY_SX @NinepointDAG

0:00 Introduction
1:32 Google’s AI Agent Payments Protocol
2:50 AI Agents: New Internet Interface
4:23 AI Agents: Way to Decentralize Management
12:19 Polymarket & Kalshi Valuations
14:37 Prediction Markets vs. Sportsbooks
26:27 Forward Industries & the State of DATs
38:02 “The Most Hated Rally Ever”
42:34 Conclusion

Also available on YouTube: https://t.co/eWlviPatwT

[Ninepoint Digital Asset Group @NinepointDAG]

Crypto will be the native currency for AI agents.

[Ninepoint Digital Asset Group @NinepointDAG]

What does a tipping point look like?

Exhibit A | Headlines from the past two weeks:

- BlackRock seeks to tokenize ETFs
- Nasdaq files to allow tokenized stock trading
- CBOE to launch ‘perps’ for Bitcoin, Ethereum
- SEC Chair pledges clear rules for onchain markets
- Fidelity debuts tokenized MMF on Ethereum
- Galaxy Digital tokenizes its SEC equity on Solana
- Ant Digital arm tokenizes $8.4B of energy credits
- LSEG unveils private fund tokenization platform
- U.S. Fed to hold conference on tokenization

The line between crypto and traditional finance is blurring, fast.

[Ninepoint Digital Asset Group @NinepointDAG]

Bitcoin has been declared dead 440 times by “expert” economists, market commentators, and traditional investors since its inception.

Each red dot marks one of those obituaries. $100 invested at every one—$44K in total—would be worth $120M today.

Nobody knows anything.

[Ninepoint Digital Asset Group @NinepointDAG]

https://t.co/9JPpzK7woJ

[The DeFi Decoded Podcast @defidecodedpod]

Episode 211: Forget Snakes on a Plane, it's Stonks on a Chain!

@alextapscott @AndrewY_SX @NinepointDAG

0:00 Introduction
0:29 Convergence of Crypto & Wall Street
6:18 Opportunities & Challenges of Onchain Finance
17:13 Solana’s Recent Outsized Rally
24:04 Inefficiencies in Today’s Crypto Market
26:44 Rising Prices & Falling Sentiment
28:54 Impact of Looming Rate Cuts
31:24 Conclusion

Also available on YouTube: https://t.co/OIegd1bvyD

[Ninepoint Digital Asset Group @NinepointDAG]

Last Friday, in our Digital Asset Digest newsletter, we wrote: “Solana looks primed to be the next big beneficiary of the DAT & ETF wave.”

Since then:
SOL +8.9%
BTC +2.1%
ETH +0.5%

The market's waking up.

[Ninepoint Digital Asset Group @NinepointDAG]

DeFi lending platforms = one of the most overlooked, fastest-growing sectors in the crypto ecosystem.

Deposits are now >$100B.

If Aave, the largest protocol, were a U.S. commercial bank, it would rank 39th largest by deposits with $66B.

A trend worth monitoring...

[Ninepoint Digital Asset Group @NinepointDAG]

https://t.co/EbpsxgzlH8

[The DeFi Decoded Podcast @defidecodedpod]

Episode 210: Ding Ding Ding! Opening Bell Rings for Tokenized Stocks with Jim Hiltner of Superstate

@alextapscott @HiltnerJim @superstatefunds @NinepointDAG

0:00 Introduction
0:28 Tokenization at a Tipping Point
3:55 Superstate: Origin Story & Evolution
10:43 The Promise of Tokenized RWAs
11:51 Superstate’s Onchain Funds: USTB & USCC
17:42 Big News: Tokenizing GLXY Shares on Solana
22:43 Opening Bell & Future of Capital Markets
32:30 How Superstate Decides Which Rails
34:03 Conclusion

Also available on YouTube: https://t.co/TOjJbnTFEE

[Ninepoint Digital Asset Group @NinepointDAG]

@alextapscott #latenightthoughts

[Alex Tapscott @alextapscott]

What happens first?

[Ninepoint Digital Asset Group @NinepointDAG]

Bitcoin is charting a rare divergence: steadily grinding to new highs as volatility sinks to multi-year lows.

Proof of Maturity, not just Work.

Welcome to the institutional era of crypto.

[Ninepoint Digital Asset Group @NinepointDAG]

Summer’s done. One stat that says it all:

Crypto ETF Net Flows (June–August)

BTC: +$9.9B
ETH: +$10.9B

Ethereum wins the season.

[Ninepoint Digital Asset Group @NinepointDAG]

https://t.co/o05laTJvRI