My Party Popper Question to @saylor : “When do you think the bear market will come?” 🧠 His answer: “There’s no bear market. There’s the bull market… and there is pre-bull market.” 🤪Bullish mindset only. 📈🔥 #BitcoinConference2025 #Michaelsaylor

Most people think tokenization is about putting a QR code on a building. It is not. Here is what is actually happening under the hood. 🧵

💪🏻ETH is going 100x from here , price prediction to $250K by @VivekVentures Vivek Raman made that bold prediction a few months ago, but at ETHCon, what stood out was the logic behind his view, which I can resonate💯 -Institutions are no longer rejecting public blockchains. The conversation has shifted from “should we use blockchain?” to “do we build permissioned, permissionless, or hybrid infrastructure on top of a secure public base layer?” That is where Ethereum is strongly positioned. -Institutions need privacy, compliance, security, and controlled environments — but these can be built on top of Ethereum. The base layer needs to be neutral, secure, decentralized, and battle-tested. -Wall Street is starting to see decentralization not as ideology, but as infrastructure resilience: no single point of failure, stronger settlement rails, and potentially safer systems than legacy infrastructure. -To become truly valuable, a chain needs assets on it. Ethereum already leads in stablecoins, DeFi liquidity, tokenized assets, and institutional momentum. 🧠As a project building on Ethereum through Base, I don’t see this thesis as a random wild prediction. Debate the price target. But the direction is clear: Ethereum is becoming institutional financial infrastructure.@fundstrat @TomLeeTracker #ETH #Ethereum #Base #RWA #Tokenization

One takeaway from today’s panel with Yana Prikhodchenko (@Cointelegraph) and @1inch CFO Chae Ho Shin: Onchain liquidity is not absent. It is fragmented. There is still capital in the system, but the market is becoming more selective about where that capital goes. High yields, fast incentives, and short attention spans drove the old DeFi cycle. That era is changing. When users face smart contract risk, liquidity risk, regulatory uncertainty, and complexity, yield alone is no longer enough. The reward has to feel more realistic. The structure has to feel safer. The asset has to be easier to understand. This is where #RWAs become important. As onchain finance matures, the market will need more than speculative yield. It will need real assets, real cash flow, and stronger risk discipline.

Goldman tokenized a real estate fund last week and locked it to clients it approves. The same week, Binance opened US equities to non-US retail and EtherFi piped institutional yield into a consumer app. Walled garden and open access, days apart. The industry can tokenize anything now. It still can't agree on who's allowed to hold it.

One of the most valuable panels I attended at @ETHConf New York was the discussion featuring @Sharplink Matthew Sheffield and @BlackRock @robertmitchnick . RWA has been talked about for years, but the market became fragmented by trying to tokenize everything at once. Real estate. Credit. Funds. Commodities. Collectibles. Every asset class has different laws, workflows, risks, investors, and liquidity needs. A scattered approach makes it difficult to build a real end-to-end infrastructure. At @OneAsset_io , we are taking a more focused path. We are not trying to tokenize everything. Real estate first. Because if real estate is going to function inside programmable financial markets, it needs more than token issuance. It needs asset-specific infrastructure for ownership, compliance, data, reporting, transfers, and long-term investor participation. As AI begins to interact with financial assets, ownership structures, and capital flows, this becomes even more important. Real estate cannot stay offline, fragmented, and manually operated. The next phase of RWA will belong to teams that go deep enough on one asset class to make it work.

At ETHCon New York, one thing is very clear: Ethereum is entering a much more institutional phase. Compared with previous ETH events focused mainly on DeFi, devs, and protocols, this room has far more TradFi, regulators, market infrastructure players, and yes — more suits than T-shirts. SEC, CFTC, DTCC and institutional participants being part of the conversation shows where the trend is heading: real use cases, regulated finance, RWA, settlement, and traditional markets moving onto programmable rails. Proud that we are building OneAsset on Base, Ethereum’s Layer 2, and working on what we believe will become one of the major upcoming RWA projects in the Ethereum ecosystem. The next chapter is not just crypto-native. It is institutional, compliant, and onchain. #ETH #Base #RWA #DeFi #Web3 #ethconf

Tokenization is often sold as a liquidity solution for real estate. It solves one half. Infrastructure can make a transfer execute cleanly and compliantly. It cannot manufacture a buyer. Real estate is structurally illiquid. Putting it onchain does not change that.

Regulatory clarity, set early, is what draws talent. Talent is what matures the infrastructure. A lot of what the market assumes is still years away is already here.

Real estate is a long-horizon asset class. Hold periods stretch decades. The reason to build tokenization infrastructure in Dubai isn't that the rules are loose. It's that the framework is meant to last as long as the assets it supports.

Some of the most useful conversations in digital assets are not the loudest ones. At the VASPs Roundtable during Digital Assets Week, the discussion moved beyond speed and launches. The focus was trust, accountability, governance, and what it takes for digital assets to mature into real financial markets. Thank you, @Daoshub and @TheMENAFintech for having me.

Wishing everyone celebrating Eid ul Adha a day of peace, gratitude, and time with the people who matter most. Eid Mubarak.🌙

16 years ago, 10,000 BTC bought two pizzas. At the time, it was just a transaction. Today, it is remembered as the moment crypto proved it could move value in the real world. The next chapter is bigger than pizza. It is real estate, credit, funds, treasuries, and the infrastructure that brings real-world assets onchain. Happy Bitcoin Pizza Day 🍕₿

The growth of tokenized RWAs is worth paying attention to. But the number itself is only one part of the story. What matters next is whether these assets can operate with the standards real capital expects: clear ownership, compliant access, reliable settlement, and ongoing reporting. That is where tokenization starts becoming infrastructure.

This is the question that started everything. @OneAsset_io

Tokenization is getting closer to a major turning point. → Clearer regulations → More institutional access → Growing real-world adoption → DTCC & Nasdaq integration pathways The next 12–18 months could be defining.