dino

Perma Bull. Opinions are my own. Tweets are not financial advice.

[dino @nutsinho]

@_onlyscott Rüdiger or Netzer

[フ ォ リ ス @follis_]

> $RAVE goes +10,000% in 2 weeks
> @zachxbt calls out Binance & Bitget for market manipulation
> Both CEOs agree to launch investigations
> Coin loses -85% of its value overnight

Absolute cinema

[Record Nexus @recordnexus]

1/ The more IP concentrates at the top of the market, the stronger the case for open infrastructure at the base — not weaker.

[Record Nexus @recordnexus]

$768M. Domain Capital Group's music catalogue fund, confirmed this week. In the same 30-day window: a multi-billion independent publisher acquisition and multiple other catalogue deals.
The money is here.
The infrastructure is not. https://t.co/BxrKnNStlk

[Record Nexus @recordnexus]

Music rights automation is moving in layers: licensing agreements first, royalty routing next, rights administration last.
The first layer is active.
The second is forming.
The third requires agentic AI that doesn't exist yet. The ceiling is technical, not conceptual.

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 COINBASE JUST ANNOUNCED IT WILL LAUNCH CRYPTO-BACKED MORTGAGES FOR OVER 100,000,000 AMERICANS.

BUY AND OWN A HOUSE WITHOUT SELLING YOUR CRYPTO.

THIS IS MASSIVE 🤯

[a16z crypto @a16zcrypto]

"The exchanges didn't build E*TRADE. They didn't build Bloomberg. They didn't build the order management systems and prime brokerage platforms that defined the next era. Those were built by founders who saw what was coming."

[Record Nexus @recordnexus]

@karpathy and @fchollet flagged the same AI ceiling this week, independently.
The gap between memorisation and generalisation.
When the people who designed the benchmarks agree on the limit, that's not pessimism.
Enterprise timelines are longer than roadmaps suggest.

[Record Nexus @recordnexus]

Sovereign wealth funds are underpriced on geopolitical risk.
When the allocation shifts, the credit event moves last.
Alternative IP and media assets move first.
The question isn't whether it happens. It's whether you're positioned to see it.

[Record Nexus @recordnexus]

Lunar Records Fund premiered at the Oscars, not a finance conference. That venue is a data point: the target LP base is film, art, and crypto capital.
The technical infrastructure works.
The institutional credibility infrastructure is still being built.

[Zeus 🇬🇧 @ZeusRWA]

Nobody complained about paper mail… until email arrived.

Nobody questioned horse and cart… until cars showed up.

Nobody cared about bank wires taking days… until stablecoins made it seconds.

You don’t realise how broken something is until you see it done better.

That’s tokenization.

For years, we accepted slow settlement, middlemen, limited access.

Not because it was good… just because it was normal.

Then new rails show up. Faster. Cheaper. Global.

And suddenly the old system doesn’t look so “fine” anymore.

That’s where we are with tokenization.

People don’t complain about inefficiency when it’s all they know.

It’s only when a better system appears that everything clicks.

“Why did this take 3 days?”

“Why did this cost 3%?”

“Why was I even excluded in the first place?”

Tokenization isn’t creating new demand.

It’s exposing how outdated the current system is.

[Record Nexus @recordnexus]

BMG is suing Anthropic. WMG is licensing Suno.
Both strategies are coherent.
They encode opposite beliefs about where AI music value accrues — and every rights holder now has to answer which side of that fork they're on. https://t.co/xqTgDj338b

[Record Nexus @recordnexus]

Pophouse/Tina Turner and Primary Wave/Britney Spears structures signal the same shift: IP is unbundling.
Catalogue rights, NIL, and media rights now price separately. What was once one asset is three instruments — each with its own valuation model. https://t.co/Nnsne6VVYd

[Record Nexus @recordnexus]

<1% of music IP is tokenized.

For context: U.S. Treasuries represent 45% of all on-chain RWAs.

Regulatory clarity is here. Blockchain infrastructure is ready. Institutional demand is proven.

Music IP tokenization is early. Very early.

[Record Nexus @recordnexus]

The IPX Index: $13.4T tracked. +32% YoY.
30 companies across tech, pharma, entertainment.

Music sector representation: 0%.

The most IP-dense asset class on Earth is not indexed anywhere.

That is not a gap. That is an opportunity.

[Record Nexus @recordnexus]

RWA tokenization by blockchain in 2026:

• Ethereum: 65% of all on-chain RWA value
• Base: Fastest growing institutional RWA hub
• 15 blockchains now active

Total on-chain RWA: ~$19.4B. Music IP: <1% penetration.

The infrastructure is built.

[Record Nexus @recordnexus]

February 2026. Two deals that matter:

→ Connect Music raises $80M to acquire catalogs + deploy AI for IP monetization
→ Britney Spears catalog acquired by Primary Wave

2026 is tracking to exceed 2025 catalog deal volume. The pipeline is full.

[Record Nexus @recordnexus]

Concord Music securitized $1.7B in music royalties.

Not crypto. Traditional bonds.
Catalog independently valued at $4.1B–$5.1B.
Rated by KBRA.

This is institutional infrastructure for music IP and it is already live.

[Record Nexus @recordnexus]

In H1 2025 alone, global music streaming generated $4.68B in revenue.

That is 6 months.

The yield profile looks like high-grade corporate bonds — with entertainment upside.

Institutional capital has noticed.