🔔Good morning everyone.
We may be entering a new bullish phase for the markets.
With Trump and his team in the picture, volatility and political pressure are likely to remain. Still, many of us are fully invested in crypto, with a large portion of investors sitting on losses of up to 95%.
Yesterday, something happened that most people either missed or underestimated.
Around 140 of the world’s largest technology, finance, and payment companies including OpenAI, Microsoft, NVIDIA, Google, Apple, Amazon, Meta, Visa, Mastercard, BlackRock, Stripe and Coinbase whose combined market value reaches tens of trillions of dollars, have aligned around the OpenUSD initiative.
This is far more than just another partnership.
It represents the foundation of a new digital economy where AI, global payments, stablecoin infrastructure, and blockchain technology converge.
Perhaps the most important aspect is the economic model itself.
According to the announcement, income generated from OpenUSD reserves after management costs is expected to be shared among participating ecosystem partners rather than concentrated in a single issuer.
In my opinion, this is where the real revolution begins.
For years, much of the crypto industry relied on raising capital and endlessly issuing new tokens.
The next generation of crypto will be built around real revenue, real users, and sustainable economic value.
If this model succeeds, it could fundamentally reshape the digital asset industry over the coming years.
So what does this mean for us?
Which sectors stand to benefit the most?
Which projects are positioned to lead the next cycle and which ones will disappear?
I’m preparing a detailed thread covering all of this.
Please read it until the end and share it if you find it valuable.
Because I believe the next winners in crypto won’t be the projects that raised millions only to flood the market with billions of new tokens.
They will be the ones that generate real cash flow, real utility, and real value.
A new era for crypto may have just begun.
🚨 Flood is coming very soon. Stay tuned.
The next thread will explain why this could be one of the biggest turning points in crypto and what it may mean for the future of digital assets.
Let the weak hands keep selling.
I’m accumulating the sectors I believe will define the next cycle:
RWA • DePIN • Automation • Robotics • AI
In my view, these will be among the strongest narratives of the coming bull market.
Coinborsa is calling the start of the bull run.
Mark August 15. I believe the rally is much closer than most people think.
Not financial advice.
#Bitcoin #Crypto #Altcoins #RWA #DePIN #AI #Robotics #Automation #BullRun #Coinborsax #ROBINHOOD
One of the biggest narratives of the 2020–2021 bull cycle was the BNB Smart Chain ecosystem.
In my opinion, one of the defining narratives of the 2026–2028 cycle could be the Robinhood Network.
Thank you, Robinhood. We haven’t forgotten your stand against the short sellers during the GameStop era. Now it feels like you’re bringing fresh momentum to crypto.
Competition, institutional adoption, and next-generation infrastructure could play a major role in the next phase of the market.
Not financial advice.
#Robinhood #HOOD #Crypto #Bitcoin #Ethereum #Altcoins #RWA #DePIN #Tokenization #BullMarket #Web3 #CryptoNews
Today, Robinhood sent a powerful message to the entire crypto industry:
If you build trust, millions of people will follow you.
While the old model is being challenged, platforms that prioritize transparency, innovation, and user trust are gaining momentum. In my view, Robinhood’s latest moves signal that a new era for crypto infrastructure is beginning.
It’s time for investors to be far more selective about where they trade and which projects they support. Blindly chasing every listing is no longer a winning strategy.
The market is evolving. Trust, regulation, real utility, and long term vision will define the next generation of leaders.
#Robinhood #HOOD #Crypto #Blockchain #RWA #Tokenization #DeFi #Web3
Screw $YELLOW.
Even if I knew I could make billions from this project, I still wouldn’t keep it in my portfolio.
A management team that changes the rules after investors have already committed their capital clearly doesn’t understand what crypto is about.
Crypto is built on trust, transparency, and predictable rules—not on moving the goalposts after the game has started.
I’m done with $YELLOW. Permanently.
Those who know me well know that I’ve been talking about Real World Assets (RWA) since 2018.
I started this journey with Polymath (POLY), long before RWA became a trend. We made an excellent return and exited at the right time.
Now the game is changing.
I believe 2028–2035 will be the golden era of RWA. As institutional capital continues moving on-chain, tokenized real-world assets could become one of the biggest investment themes of the next decade. Several industry forecasts suggest the tokenized asset market could exceed $10 trillion over time, although the exact size and timing remain uncertain.
That’s why Securitize is one of the very few companies I’m watching closely for an entry opportunity. When people talk about RWA infrastructure, Securitize is one of the first names that comes to mind.
Our current RWA portfolio / watchlist:
✅ Securitize (SECZ) – ~$8 – Institutional RWA infrastructure.
✅ Ondo Finance (ONDO) – ~$0.30 – Tokenized U.S. Treasuries & institutional RWA.
✅ Plume (PLUME) – ~$0.0099 – RWA Layer-1 ecosystem.
✅ Polymesh (POLYX) – ~$0.036 – One of the pioneers of security tokenization.
The best opportunities are often discovered before the crowd realizes where the future is heading. 🚀
Not investment advice 🔔
🚨BREAKING: Ripple has joined Open USD as a day-one integration partner.
The consortium brings together major players including BlackRock, Coinbase, Mastercard, Visa, Stripe, and Google to help advance open, multichain digital dollar infrastructure.
Ripple’s inclusion reinforces its growing role in institutional payments, tokenization, and interoperable blockchain infrastructure✨💎
🚨 Hoy ha pasado algo que casi nadie está explicando bien, y conviene que lo entiendas porque dice mucho de hacia dónde va esto.
Se ha lanzado Open USD (OUSD), una nueva stablecoin. Pero lo importante no es "otra stablecoin más"... es QUIÉN está detrás.
Más de 140 empresas que normalmente se pelean a muerte entre sí, juntas en el mismo proyecto: Visa, Mastercard, American Express, BlackRock, Google, Samsung, Stripe, Coinbase... y sí, Ripple también.
¿Y por qué se juntan todos? Aquí está la jugada, y es brillante.
Hasta ahora el negocio de las stablecoins funcionaba así: tú le das tu dinero a Circle (los de USDC), ellos emiten el token, y con TU dinero compran deuda de EEUU y se quedan ellos casi todo el rendimiento. Dinero gratis para el emisor.
OUSD le da la vuelta a la tortilla: el rendimiento se reparte entre las empresas que participan. La stablecoin deja de ser el negocio y pasa a ser solo la tubería. Un estándar compartido en vez de un emisor que se lo queda todo.
¿Y a quién le sienta esto como una patada? A Circle.
Hoy mismo sus acciones cayeron casi un 16%.
Ni Circle, ni Tether, ni PayPal están invitados a la fiesta. Normal.
Y ahora fíjate en quién dirige esto, porque lo explica TODO. El CEO de Open Standard (la empresa detrás de OUSD) es Zach Abrams, cofundador de Bridge. ¿Y qué es Bridge? La infraestructura de stablecoins que Stripe compró por 1.100 millones de dólares en 2024.
O sea: esto es, en el fondo, una jugada del ecosistema Stripe.
Por eso de entrada OUSD NO sale en todas partes. Sale nativo en Solana desde el día uno (donde Bridge ya tiene toda la fontanería montada y rodada) y en Tempo, que es la propia blockchain de pagos de Stripe.
No es casualidad ni ideología: lanzan donde el equipo fundador ya tiene la infraestructura funcionando.
¿Y las demás cadenas? Aquí te aviso, porque he visto a medios soltar alegremente "sale en Solana, Stellar, Base y Polygon".
Cuidado: eso NO lo ha confirmado Open Standard. Lo único sólido es Solana + Tempo el día uno. El resto es especulación de periodistas mirando qué cadenas están entre los socios.
No te lo creas hasta que salga la documentación técnica.
Y la cosa no estará del todo operativa hasta más adelante en 2026 — no hay fecha firme todavía.
Ahora, la pregunta que de verdad importa para nosotros: ¿qué pinta Ripple ahí?
Y aquí te voy a ser sincero, sin venderte humo: Ripple está en la lista de socios, pero eso NO significa que OUSD vaya a funcionar sobre la XRP Ledger.
La XRPL es, como mucho, un riel más entre varios posibles.
Y el centro técnico de todo esto no es la XRPL... es Bridge + Tempo, o sea, Stripe. Ripple está en la periferia estratégica, no en el núcleo.
Ripple está jugando a estar sentada en TODAS las mesas que importan.
Es estrategia de cobertura: "yo me pongo en todos los raíles posibles y ya veremos cuáles ganan". Inteligente, pero hay que llamarlo por su nombre.
Y ojo al detalle que nadie te va a decir, porque no vende: aunque OUSD acabara corriendo sobre la XRPL, las transacciones ahí cuestan fracciones de céntimo. Eso quemaría un goteo ridículo de XRP.
Que la red se use NO significa automáticamente que el token suba.
Lo llevo diciendo tiempo: una cosa es la utilidad de la red, otra muy distinta que ese valor llegue al token.
Resumen para que te lo lleves claro:
✅ Bueno para Ripple como empresa/infraestructura (está en la mesa de los grandes).
⚠️ Neutro para el precio de XRP a corto (el mecanismo que conecta uso → precio sigue siendo flojo).
💥 Muy malo para Circle (le acaban de montar una coalición en contra).
🏗️ Y en el fondo, esto huele a Stripe: su CEO viene de Bridge, sale en su cadena Tempo, y el núcleo técnico es suyo.
Esto va de raíles, no de tokens. Y el que entienda esa diferencia, va a leer este mercado mucho mejor que el que solo mira el precio.
¿Qué opináis? ¿Ripple cubriéndose las espaldas o tiene una carta que aún no enseña? 👇
The bells are ringing for Binance and CZ. If the events of October 2025 are ever fully exposed, the consequences could be enormous. And the same applies to every coin that was delisted without transparency. In crypto, nothing stays hidden forever.
#Binance#CZ#Crypto#Bitcoin #Altcoins
🧵 THREAD: Today, I made an investment oath.
1/
Today marks a turning point for me.
From now on, I will never invest more than 1% of my portfolio in any company or token that doesn’t generate revenue, create value, or have a sustainable business.
CZ, the bells are tolling for you.
If Trump is removed from office, neither you nor your team will escape accountability. Even if you gave up everything you own, it wouldn’t save you from spending decades dealing with the consequences of your actions.
👇🏼👇🏼
You will pay the price for what happened on October 10. You owe me millions of dollars, and when that day comes, I will pursue every legal avenue to recover every cent.
🚨 A former Pentagon advisor just claimed the U.S. government may be hiding bodies from FOUR different alien species. 👀
The explosive statement came during a UFO disclosure podcast as new classified files continue being released. 🛸
What if the truth is far bigger than anyone imagined? 👽
#UFO #Aliens #UAP #Disclosure #Pentagon
The crypto industry is evolving into something far bigger than most people realize.
$LFI has filled a MASSIVE gap in the U.S. market.
This is not just another token narrative anymore the entire infrastructure of digital finance is changing in real time.
The next phase of crypto may not be driven by hype alone…
but by real-world utility, liquidity flow, and institutional demand.
Watching closely. 👀
#Crypto #LFI #Blockchain #Web3 #DeFi #AI #Finance
🚨 ATENCIÓN A ESTO.
Donald Trump acaba de soltar este mensaje en su última rueda de prensa:
“Si fuese vosotros, estaría comprando criptomonedas y acciones ahora mismo. Los mercados van a EXPLOTAR al alza en los próximos meses.” 🚀