Market access is going global. Since launching on @binance 3 months ago, Ondo tokenized stocks have crossed: → 170K participants → 600K transactions → $​3.5B in cumulative volume As a result, Binance has quickly become the largest tokenized stocks exchange, helping expand access to the most in-demand U.S. equities.

Tokenized stocks just crossed $1.5B in TVL and show no signs of slowing down. The top 5 assets on Ondo Global Markets: → CRCLon (Circle) → IVVon (S&P 500 ETF) → MUon (Micron) → NVDAon (NVIDIA) → IBITon (Bitcoin ETF) These five assets make up ~25% of the tokenized stock sector, a category reshaping how the world accesses U.S. markets.

There is a rising probability that we have a super cycle based on: Increasing interest payments that need monetizing via the bank of system The reliance on short term bill issuance reducing cyclically of debt rollover. The largest capex boom in history based on the most important tech ever. An potential explosion in bank credit to finance the capex A global race between China and the US that can't be stopped. The only thing that stops this is if services inflation disinflation (via productivity) doesn't offset goods inflation. It did in the 90's but that is the key variable now. According to the Universal Code, almost all available capital will flow into increasing output of intelligence per unit of energy (and the lowering of electricity costs) at the transition phase when we enter the Economic Singularity ie when intelligence exponentially increases faster than current economic and political systems operate. Not a certainty but a rising probability

Just like electricity gave every home access to light, open compute would give every person access to immense processing power. When the cost of experimentation goes down, creativity goes up. Innovation stops coming only from a few tech hubs and starts emerging from every corner of the world, solving problems we can’t even predict yet. That’s the mission. Compute as a utility you control 🙌

While Bitcoin gets a lot of attention, it hasn’t played the safe-haven role many expected. In my view, there are a few reasons why. First, Bitcoin lacks privacy. Transactions can be monitored and potentially controlled, which is why central banks aren’t looking to hold it. Second, it also has a high correlation with tech stocks. When investors get squeezed in other areas of their portfolio, they sell their Bitcoin to cover it. Third, it’s a relatively small and controllable market, whereas gold stands alone. There is only one gold. Ultimately, gold is more widely held, deeply established, and still plays a central role in the global system.

🚨 BREAKING: Bitcoin's market cap on the @solana network has surged to over $60 million, a new all-time high.

This is epic! x.com/youngpipi01/status/175…

The reflexivity of launch BTC ETF > number go up > more buying of ETF > number go up > more buying of ETF > number go up > more buying of ETF... is quite something to behold. It's like a supermassive black hole of RIA allocations...and they have $8trn under mgt so we can play this game for a while. Then we add ETH ETF into the equation, and there are two fun games for the RIA's to play! Then retail investors will begin to come back above all time highs (Coinbase has 100 million users and only around 10 million currently active, for example). These more crypto-familiar people will go full-on "Alt-tastic". Then, as the size of the overall market increases, it brings in the institutions, who are still mainly missing from the equation. Welcome to the Banana Zone. As ever, be patient, avoid FOMO, avoid leverage, expect horrid sell-offs, and Dont Fuck This Up. #DFTU

The thing about integrated blockchains like Solana (or Bitcoin) is, by bringing everything into one global state machine, you can actually increase optionality (e.g. modularity) without introducing fragmentation because it maintains atomic composability (real composability) You can write Solana programs in the following languages, all which execute in the same VM and state. - Rust - C - Anchor - Move (soon) - BPF - You can also write a new 'frontend' for any language You can build VM abstraction layers ON Solana, like what @Neon_EVM did, where you can run EVM programs in their VM, and, because it's one global state, you can have actual atomic composability between native SVM programs and Neon EVM programs. There's a bright future for integrated blockchains 🔥

JM 🪐 We’ve prepared some interesting highlights on yesterday's $JUP launch in our infographic  📊 Congratulations to the @JupiterExchange team on a successful launch and to the whole @solana community for showing once again why it’s the best! Let's keep building 🏗️

🚨BREAKING: Proposal for @aave Temp Check for deployment on Solana via @Neon_EVM Mainnet has been passed Next step is risk parameter evaluation network analysis and finalization of the proposal.