Watch Out! BTC Whales on the Move: Bitcoin's Next Leg, RWAs & More!
Published: 2025-07-07
Status:
Available
|
Analyzed
Published: 2025-07-07
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Tokenized stocks representing US equities like Apple, Tesla, and the S&P 500 ETF (SPY) are being launched on Solana's SPL.
"X stocks. And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Tokenized stocks representing US equities like Apple, Tesla, and the S&P 500 ETF (SPY) are being launched on Solana's SPL.
"X stocks. And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Tokenized stocks representing US equities like Apple, Tesla, and the S&P 500 ETF (SPY) are being launched on Solana's SPL.
"X stocks. And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Robin Hood will offer over 200 tokenized stocks and ETFs for 24/7 on-chain trading.
"Robin Hood announced last week at Khan um at ETHCC that there were going to be over 200 tokenized stocks and ETFs which would which would trade 245 uh onchain."
Pending
Robin Hood will give away $5 in OpenAI and SpaceX stock tokens in Europe.
"And they also announced they were going to give away $5 of open AI and SpaceX stock tokens uh in Europe."
Pending
Robin Hood will give away $5 in OpenAI and SpaceX stock tokens in Europe.
"And they also announced they were going to give away $5 of open AI and SpaceX stock tokens uh in Europe."
Pending
Tokenized stocks representing US equities like Apple, Tesla, and the S&P 500 ETF (SPY) are being launched on Solana's SPL.
"X stocks. And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Bonk plans to burn one trillion BONK tokens if they reach 1 million on-chain holders.
"If they get 1 million onchain holders, which they're getting kind of close to, uh then they're going to burn a trillion bonk."
Pending
Celestia's token (TIA) has had poor performance recently, despite a potential 15% gain.
"It's not been It's not looking good, bro. But I mean, hey, at least you 15% up."
Pending
Bitcoin is predicted to remain sideways for the next few weeks.
"Uh this week, no, I think we're in I think we're in summer sideways at the moment. So, I think we're just going to bubble along at this level probably for the next few weeks."
Pending
Bitcoin is predicted to reach $135,000 by Q3 2025.
"We expect 135k by Q3 2025."
Pending
Bitcoin is predicted to reach $200,000 by the end of the year (2025).
"and they maintain their 200k uh price target for the end of the year uh or the all-time high."
Pending
The probability of a Federal Reserve rate cut in July has fallen to 4.6%, indicating it is unlikely.
"And as a result the probabilities of a Fed cut in July fell from 23% to 4.6%. So it's not happening."
Pending
The speaker hopes Bitcoin will close a recent CME gap to facilitate a cleaner run towards all-time highs.
"Uh so hope maybe we'll come back and close it. Ideally, we'd want to come back and close it so we got a cleaner uh run towards the all-time highs."
Pending
Multiple analysts are signaling a potential Bitcoin breakout.
"So many analysts are pointing to this potentially to signal signal a potential breakout."
Pending
Bitcoin is showing signs of an impending upside breakout this week.
"Bitcoin looks to be setting up for an upside breakout. BTCUSD more as the week gets going."
Pending
Ethereum's chart is considered to be better than Bitcoin's.
"ETHUSD is the better chart."
Pending
The Reform party in the UK is predicted to win the next election.
"Um uh this new reform party could indeed win the next election"
Pending
Upcoming US Treasury note auctions will indicate demand for Treasuries following the passage of the budget bill.
"these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
Pending
The demand for US Treasuries will be assessed to see if investors are still moving out of bonds into other assets or if demand remains strong.
"whether people are still sort of fleeing from bonds and into other assets or whether there's still some strong demand there."
Pending
Bitcoin is predicted to remain sideways for the next few weeks.
"Uh this week, no, I think we're in I think we're in summer sideways at the moment. So, I think we're just going to bubble along at this level probably for the next few weeks."
Pending
Standard Chartered analysts predict Bitcoin will reach $135,000 by Q3 2025.
"We expect 135k by Q3 2025."
Pending
Standard Chartered analysts maintain a $200,000 price target for Bitcoin by the end of 2025.
"and they maintain their 200k uh price target for the end of the year uh or the all-time high."
Pending
A Federal Reserve cut in July is deemed unlikely due to strong NFP numbers.
"So it's not happening."
Pending
A CME gap between $108K and $109K is expected to be closed, potentially facilitating a run towards all-time highs for Bitcoin.
"So maybe we'll come back and close it. Ideally, we'd want to come back and close it so we got a cleaner uh run towards the all-time highs."
Pending
The narrow range of Bollinger Bands, at their lowest yearly level, suggests a potential breakout for Bitcoin.
"So many analysts are pointing to this potentially to signal signal a potential breakout."
Pending
John Bollinger, creator of Bollinger Bands, predicts an upside breakout for Bitcoin.
"Bitcoin looks to be setting up for an upside breakout."
Pending
Approximately $3.3 trillion is projected to be added to the US national debt over the next few years due to a recently passed bill.
"you guys are going to have $3.3 trillion over the next few years added to your national debt."
Pending
Robin Hood plans to offer over 200 tokenized stocks and ETFs for 24/5 trading on-chain.
"Robin Hood announced last week at Khan um at ETHCC that there were going to be over 200 tokenized stocks and ETFs which would which would trade 245 uh onchain."
Pending
Tokenized stocks from X Stocks will be issued on the Solana blockchain.
"they're going to be issued on the Salana blockchain"
Pending
Uniswap removed tokenized equity access from its front end in 2022 due to SEC concerns.
"and then Uniswap actually remove tokenized equity access from their front end because of concerns from the SEC."
Pending
Bonk plans to burn one trillion tokens if they reach one million on-chain holders.
"if they get 1 million onchain holders, which they're getting kind of close to, uh then they're going to burn a trillion bonk."
Pending
Celestia is identified as a project with significant potential and improved technology.
"there's genuinely a lot of potential there and I the technology has improved a lot in the time that we've covered it."
Pending
Nigel Farage is predicted to become the next Prime Minister of the UK.
"he is on course to be the next prime minister."
Pending
The rise of insurgent parties globally, including in the UK, indicates a widespread desire for political change.
"and you know, we're seeing insurgent parties in other countries as well. I think it just underlines how deeply so many people want things to change"
Pending
A common sentiment across various political viewpoints is the agreement that significant change is needed.
"I think it's one kind of the one thing that is uniting so many people is that everyone's kind of agreed that things need to change."
Pending
The Reform Party in the UK is currently projected to win the next election.
"it looks like at the moment um uh this new reform party could indeed win the next election"
Pending
Bitcoin and hard assets are recommended as hedges against inflation, while fiat assets and savings accounts are advised to be exited.
"Inflation, there's only one way this nothing stops this train. And yes, if you hold Bitcoin, if you hold hard assets, that's good for you. If you rely on income, if you rely if you have savings in in bank accounts and fiat assets, get out."
Pending
Banks and asset managers are expected to increasingly establish tokenized asset desks as core infrastructure.
"banks and asset managers may increasingly spin up these tokenized asset desks as part of their core infrastructure."
Pending
The trend of traditional finance embracing crypto is expected to accelerate due to ongoing innovations and increasing awareness of benefits.
"this is, I guess, the continuation of that trend. And it's probably only going to accelerate and get quicker as as more um innovations like this come along and and and the the benefits become more obvious."
Pending
Solana is likely to benefit due to the issuance of SPL tokens for tokenized stocks.
"most likely Salana for sure because it's been issued these SPL tokens on X stocks."
Pending
Arbitrum is seen as a significant win as a Layer 2 solution, despite not having a major impact on its price yet.
"Arbitum is obviously big win for Arbitrum as a layer 2. Uh, although again also hasn't really had much impact on the price."
Pending
The convergence of traditional finance and DeFi, specifically with tokenized stocks, is expected to have a significant market impact, with current 24/5 trading being a key point of discussion.
"And I think that's going to have a huge impact on the market. I mean, well for one thing market access is uh, you know, as as as we kind of mentioned, you it's it's important to point out, though, that as you mentioned Nick, it's 245 at the moment this trading because that I think was one of the one of the um hurdles if you like or one of the questions that we've kind of got to answer at the moment."
Pending
The difference in trading hours between traditional finance (5 days/week) and crypto (24/7) is a challenge that needs to be addressed for tokenized stocks, potentially leading to price issues and CME gap-like phenomena.
"how are you going to get around the fact that tradfi only trades you know five days a week and crypto obviously trades all the time like you know because that is potentially going to open up all sorts of uh you know all sorts of um uh you know price issues and and things like that CME gap style"
Pending
On-chain settlement is predicted to reduce trade times and costs.
"onchain settlement does slash trade times and cost."
Pending
Bonk is identified as a successful community-centric meme coin.
"for a community rel communitycentric memecoin, I think Bonks got it."
Pending
The Bonk launchpad surpassed Pump.fun in daily volume on Solana for the first time.
"the bonk launchpad had more for the first time ever, there's been a launchpad that got more volume on a day than pump fun on Salana."
Pending
The price chart for Celestia (TIA) is described as 'horrible', indicating poor performance.
"But I mean, whichever way you slice it that that chart is horrible"
Pending
Pudgy Penguins has seen an interesting rally following its listing on eToro.
"Pudgy Penguins actually uh that's an interesting rally they recently listed on it Toro?"
Pending
Fanky has launched a new metaverse game called Valhalla.
"They just launched a new sort of metaverse game, Valhalla."
Pending
XDC Network's focus on Real World Assets (RWA) may be contributing to its recent performance, potentially benefiting from speculation fueled by tokenized stocks.
"They do have a lot of focus on RWA. So, it's possible that they're sort of riding that RWA speculation wave, which as we said is kind of, you know, being fed by the whole sort of tokenized stocks thing as well."
Pending
The emergence of derivatives and rehypothecation related to Bitcoin treasury companies raises concerns about the actual underlying Bitcoin holdings, potentially leading to 'paper Bitcoin'.
"So you have derivatives on uh and multiple rehypothecation of an individual Bitcoin treasury company. And it may or may not hold Bitcoin. It may be paper Bitcoin. Who knows?"
Pending
Elon Musk has expressed a negative view on fiat currency, stating 'Fiat is hopeless'.
"and then to which Musk replied, "Fiat is hopeless.""
Pending
Launching a successful third political party is historically very difficult.
"cracking uh getting a third party launched is notoriously difficult."
Pending
The dominance of a 'uni-party' system in US politics is expected to persist.
"the uni party will continue."
Pending
Ross Ulbricht's wish to have his last Independence Day in prison came true in 2024.
"July 5th, 2024. Yeah, yeah, 11th Independence Day in prison. Wouldn't it be amazing if it was my last? Well, his wish came true. It was it was his last. And it was amazing."
Pending
James Howells, a Welsh individual, famously lost his Bitcoin in landfill.
"the Welsh fellow who um yeah, famously had his lost his Bitcoin in landfill."
Pending
The auction of 10-year Treasury notes will indicate demand for US Treasuries following the passage of a budget bill.
"these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
Pending
The demand for US Treasuries will reveal whether investors are moving out of bonds into other assets or if strong demand persists.
"whether people are still sort of fleeing from bonds and into other assets or whether there's still some strong demand there."
Pending
On-chain data indicates that long-term holders and 'OG' whales are moving and selling their Bitcoin.
"So OG whales are moving their coins. OG holders are moving their coins, long-term holders. And this is actually also illustrated pretty well in this chart over here by 10X research."
Pending
Older, 'mega' whale holders are identified as selling their Bitcoin in the current cycle.
"And the mega whales are the old money um the OG holders who are selling uh their bitcoin in this cycle."
Pending
The static Bitcoin price is attributed to a wealth transfer, where 'new money' whales are accumulating while 'mega' whales are distributing.
"And this show this you can see therefore is one is accumulating the other is distributing and that is put near one from the other wealth transfer and it's pretty clear as to why bitcoin has remained relatively static in these conditions."
Pending
A $8 billion transfer of old Bitcoin is noted as the largest daily transfer of dormant BTC in history.
"This is the largest daily transfer of old BTC in history."
Pending
A specific Bitcoin whale holds at least 80,000 BTC.
"He transferred. So, at least he holds at least 80,000 BTC."
Pending
Four wallets collectively transferred out 40,000 BTC.
"And he moved this and then he So it's crazy because four wallets in total transferred out 40,000 BTC on the fourth."
Pending
A $4 billion worth of Bitcoin, totaling 40,000 BTC, was moved.
"So, this is um yeah 40,000 BTC moved $4 billion worth."
Pending
The large Bitcoin transfer occurred before the existence of the BIP 39 standard, indicating an older method of signing transactions.
"This is from Pascal Gome from um Ledger. And what's more crazy about this is that this is before the BIP 39 standard existed."
Pending
It's suggested that the Bitcoin transaction was signed using a software wallet like Electrum, without hardware wallets.
"He probably signed this transaction using a software wallet like Electrum."
Pending
Bitcoin is undergoing a significant wealth transfer, marking a new era and a historical interlude in its development.
"Bitcoin is Bitcoin is going through its very own great wealth transfer. This is this is a new era of Bitcoin. This is perhaps a historical interlude uh in Bitcoin story."
Pending
MetaPlanet acquired an additional 2,205 BTC, bringing their total holdings to 15,555 BTC.
"MetaPlanet bought in the morning yet again. uh they bought 2,205 BTC and that brought their to total holdings get this guy to 15,555 BTC."
Pending
It is predicted that MetaPlanet's next target holding for Bitcoin will be 18,888 BTC.
"I'm going to hazard a guess and say their next target is 18,888."
Pending
Reaching 18,888 BTC in holdings is believed to help surpass Bitcoin's all-time high.
"they reckon that'll get us above the all-time high."
Pending
The 'Big Beautiful Bill' has passed, contributing to the national debt.
"The big beautiful bill passed. Add into the debt."
Pending
A $3.3 trillion increase to the US debt was added through a 1,000-page bill passed within a week.
"about this one that they've managed to turn around in less than a week added in $3.3 trillion to the US debt in the m like a decision and a bill passed 1,000 pages long right passed literally in the span of a week just like that you guys are going to have $3.3 trillion over the next few years added to your national debt."
Pending
The 90-day tariff extension, potentially expiring on July 9th, could be extended to August.
"liber n the 9th of July potentially that's the day for the 90-day tariff extension could go could go and extended out to August. We'll have to see."
Pending
The 90-day tariff pause may be extended to August if countries have not finalized deals.
"we've got the end of the 90-day par tariff pause which many people are now saying could potentially be extended again until August if uh countries have not uh done deals."
Pending
An auction of 10-year Treasury notes on Wednesday will provide insights into the demand for US treasuries after the budget bill's passage.
"on Wednesday we've got an auction of 10-year Treasury notes and this is interesting because uh these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
Pending
A 30-year Treasury note auction is scheduled for Thursday.
"and then Thursday also 30-year Treasury note auction going off."
Pending
Initial jobless claims on Thursday are expected to be 235,000, compared to the previous 233,330.
"initial jobless claims on Thursday. Uh, expected at 235K versus 233 33K previous"
Pending
Crypto Week in Congress will feature discussions on the Clarity Act, the Anti-CBDC Surveillance Act, and the Genius Act.
"it's the crypto week which has been aptly named by the House Financial Services Committee. Uh so we've got the Clarity Act, the anti-CBDC surveillance act, and the Genius Act all being talked about and discussed in in Congress."
Pending
Robin Hood is now issuing tokenized stocks, making them accessible to the public in regions like Europe.
"And then you've literally got the likes of Robin Hood going out there issuing tokenized stocks and making it open to the public in jurisdictions like Europe."
Pending
The new accessibility of tokenized stocks is significant for individuals in regions like Africa and Europe who previously had limited or no access to US stocks.
"And you're right, it's really interesting because if you're a person in, I don't know, even in Africa or Europe or wherever and you you have no access to even to not even about the private stocks, you have no access to general US stocks."
Pending
The ability to purchase tokenized stocks directly on-chain is considered remarkable.
"So, the fact that you can just go and buy it on chain is crazy."
Pending
The advent of tokenized stocks is predicted to have a substantial impact on the market.
"And I think that's going to have a huge impact on the market."
Pending
Robin Hood's stock performance over the past month or two has been notably impressive ('Wow').
"And if you take a look at Hood's stocks um you know over the past month or two. Wow."
Pending
Tokenized stocks are expected to help more traditional finance individuals become comfortable with crypto by using products built on crypto rails.
"And um yeah I like this comment from not your day as well. could get more trady people comfortable with crypto. Yeah. Just, you know, but find themselves actually using a product on crypto rails."
Pending
There's a question within the Solana community about whether they prefer demand for SOL derived from tokenized stocks or from other sources like meme coins.
"if you were to ask most um you know, most people in the Salana community, would they are they happier about the fact that, you know, that there could be demand for Soul uh from tokenized stocks um or would they rather go back to when the demand was all coming from"
Pending
An analyst suggests that the ETH/USD chart presents a better technical outlook than Bitcoin.
"ETHUSD is the better chart."
Pending
Ethereum holders are regaining confidence after a difficult year, and there's hope for positive price action.
"So, you know, let them have their time in the sun. Hey, look. They've had a tough year. They've had a tough year. I I I mean, look, I hope anti-prosynthesis is right. You know, I'm an ETH holder. That would be that would be fine. That would be fine. Fine by me. I'm just I I love the I love the confidence of it. It's great to see ETH holders regaining their confidence."
Pending
Key legislative acts concerning crypto, including the Clarity Act, Anti-CBDC Surveillance Act, and Genius Act, are under discussion in Congress.
"So we've got the Clarity Act, the anti-CBDC surveillance act, and the Genius Act all being talked about and discussed in in Congress."
Pending
The recently passed 'Big Beautiful Bill' is noted to have a significantly larger impact on debt ($2.4 trillion) than previous versions.
"And what's even crazier about the one that they passed last week is we've obviously talked about the debt increase they would have had from their house version that came uh for this big beautiful bill that came two weeks ago at 2.4 billion but 2.4 trillion, sorry."
Pending
A 1,000-page bill was passed in less than a week, adding $3.3 trillion to the US debt.
"about this one that they've managed to turn around in less than a week added in $3.3 trillion to the US debt in the m like a decision and a bill passed 1,000 pages long right passed literally in the span of a week just like that"
Pending
An OG Bitcoin whale, holding 80,000 BTC ($8.6 billion), has moved coins that were dormant for 14 years.
"this OG whale has at least 80,000 BTC, $8.6 billion under his control, and these coins woke up after 14 years of dormcancy."
Pending
Approximately 40,000 BTC, valued at $4.3 billion, was moved by this whale.
"So, it's mad. And he moved about 40,000 um, bit Bitcoin about 4.3 billion."
Pending
A mysterious Bitcoin whale moved $8 billion.
"This was the mysterious Bitcoin whale who moved $8 billion."
Pending
The transfer of $8 billion in old Bitcoin is the largest daily transfer of dormant BTC ever recorded.
"It's the largest daily transfer of old BTC in history."
Pending
The whale accumulated 20,000 BTC at an average price of 78 cents in April 2011.
"he accumulated for an average price of 78 cents back in April 2nd 2011."
Pending
Four wallets transferred a total of 40,000 BTC.
"And he moved this and then he So it's crazy because four wallets in total transferred out 40,000 BTC on the fourth."
Pending
40,000 BTC, worth $4 billion, was moved.
"So, this is um yeah 40,000 BTC moved $4 billion worth."
Pending
A theory suggests that a test transaction on a less monitored chain was conducted to verify private keys before a larger transfer.
"The theory here goes well he's probably going to test if the private keys work on a chain that is probably not being monitored by the whale to see if it's real, if it's connected and then he will try and transfer out."
Pending
The large Bitcoin transfer predates the BIP 39 standard, suggesting an older method of key management.
"This is from Pascal Gome from um Ledger. And what's more crazy about this is that this is before the BIP 39 standard existed."
Pending
The transaction was likely signed using a software wallet such as Electrum, without hardware wallet involvement.
"He probably signed this transaction using a software wallet like Electrum."
Pending
Bitcoin is currently undergoing a significant wealth transfer, signifying a new era and a pivotal moment in its history.
"Bitcoin is Bitcoin is going through its very own great wealth transfer. This is this is a new era of Bitcoin. This is perhaps a historical interlude uh in Bitcoin story."
Pending
Original and long-term Bitcoin holders are actively moving their coins.
"So OG whales are moving their coins. OG holders are moving their coins, long-term holders."
Pending
'Mega' whales, representing old money and OG holders, are selling their Bitcoin in the current cycle.
"And the mega whales are the old money um the OG holders who are selling uh their bitcoin in this cycle."
Pending
The static Bitcoin price is explained by a wealth transfer where new buyers accumulate while established whales distribute their holdings.
"And this show this you can see therefore is one is accumulating the other is distributing and that is put near one from the other wealth transfer and it's pretty clear as to why bitcoin has remained relatively static in these conditions."
Pending
A mysterious Bitcoin whale executed a transaction involving $8 billion.
"This was the mysterious Bitcoin whale who moved $8 billion."
Pending
This $8 billion transfer represents the largest single-day movement of old Bitcoin in history.
"It's the largest daily transfer of old BTC in history."
Pending
The whale in question holds a minimum of 80,000 BTC.
"So, at least he holds at least 80,000 BTC."
Pending
The whale acquired 20,000 BTC at an average price of 78 cents in April 2011.
"he accumulated for an average price of 78 cents back in April 2nd 2011."
Pending
A total of 40,000 BTC was transferred out across four wallets.
"So it's crazy because four wallets in total transferred out 40,000 BTC on the fourth."
Pending
The transfer of 40,000 BTC is valued at $4 billion.
"So, this is um yeah 40,000 BTC moved $4 billion worth."
Pending
Signing a transaction for billions of dollars of Bitcoin is described as an extremely nerve-wracking process.
"Can you imagine how crazy must have been to actually sign that transaction? Like I I mean I still sweat bullets if I'm moving like you know anything more than a few hundred dollars of BTC to be so to be moving billions at a time it must have that must have been the long 10 minutes right"
Pending
Roger Ver ('Bitcoin Jesus'), known for early Bitcoin adoption and large purchases, is speculated to be the whale.
"one of them was Mr. Roger. Now if for those who don't know who he is, he's Bitcoin Jesus. He was one of the earliest adherence of Bitcoin. He was known to have bought hundreds of thousands of Bitcoin back in the early days."
Pending
A test transaction on Bitcoin Cash preceded the large BTC whale transfer, potentially linked to whale clusters.
"there was a prior to this there was a transaction on Bitcoin Cash test transaction for one of the BTC whale clusters."
Pending
The transaction's execution before the BIP 39 standard implies it was likely signed using a software wallet like Electrum, without hardware wallet security.
"And what's more crazy about this is that this is before the BIP 39 standard existed. And that was a standard that would allow for different kind of wallet types. So that means that he probably signed this transaction. No hardware wallets involved. He probably signed this transaction using a software wallet like Electrum."
Pending
The context of the Bitcoin whale movement highlights a distinct and earlier era in Bitcoin's history.
"Wow. That's I mean it's just a different it's just a different era, isn't it? A different era of Bitcoin."
Pending
The mystery and pseudonymity surrounding early Bitcoin transactions contribute to its enduring fascination.
"And I guess that's part of the part of the reason why um I think it reminds me of one of the reasons I find found Bitcoin so fascinating to start with, you know, the pe the fact that people could do this not necessarily anonymously because as we know now, Bitcoin isn't anonymous, but you know, pseudonymously at any rate."
Pending
The whale may have spent years trying to access their wallet, possibly by recovering a lost hard drive.
"And they potentially they've been for years trying to crack it. Um, and then that or they couldn't find a hardware um, a hard drive of some description and then they managed to find it eventually."
Pending
New buyers in the traditional finance space are expected to absorb any Bitcoin supply released by selling whales.
"However, as we as I showed earlier, there's these new buyers that are just accumulating at a rapid clip in the trad space and that will more than likely be able to absorb it."
Pending
Bitcoin is experiencing a significant wealth transfer, marking a new era and a notable chapter in its history.
"Bit Bitcoin is Bitcoin is going through its very own great wealth transfer. This is this is a new era of Bitcoin. This is perhaps a historical interlude uh in Bitcoin story."
Pending
The issue of adding to the US debt is presented as a non-partisan problem driven by a 'uni-party' system.
"It's not necessarily a partisan argument. It's just more about the fact that it's the uni party adding debt to the um adding debt to the US uh debt pile, right?"
Pending
An additional $3.3 trillion is projected to be added to the US national debt within the next few years.
"you guys are going to have $3.3 trillion over the next few years added to your national debt."
Pending
The increase in US debt is sarcastically noted as being 'good for our bags' (implying it might indirectly benefit certain investments like Bitcoin).
"It's uh yeah, I mean, it's good for our bags."
Pending
Bitcoin and hard assets are recommended as protection against unstoppable inflation, while fiat assets and bank savings are advised to be liquidated.
"Inflation, there's only one way this nothing stops this train. And yes, if you hold Bitcoin, if you hold hard assets, that's good for you. If you rely on income, if you rely if you have savings in in bank accounts and fiat assets, get out."
Pending
The ability to purchase tokenized stocks on-chain is becoming a reality, with significant players entering the space.
"And now uh as you pointed out earlier on Nick um it's it's now becoming possible to buy tokenized stocks on chain and there are some big players getting involved with this."
Pending
Robin Hood will offer over 200 tokenized stocks and ETFs for 24/5 trading on-chain.
"Robin Hood announced last week at Khan um at ETHCC that there were going to be over 200 tokenized stocks and ETFs which would which would trade 245 uh onchain."
Pending
Robin Hood's tokenized stocks will initially launch on Arbitrum, with a future migration to their own Layer 2, RHO Chain.
"And they're initially on arbitum until uh they build their own layer 2 which will be RHO chain or something and they'll migrate to it then but it's obviously a big win for Arbitum"
Pending
Robin Hood is offering $5 worth of OpenAI and SpaceX stock tokens in Europe.
"and not just that they actually also announced they were going to give away $5 of open AI and SpaceX stock tokens uh in Europe."
Pending
The OpenAI and SpaceX stock tokens represent a stake in a Special Purpose Vehicle (SPV) owned by Robin Hood, which in turn holds the actual stocks.
"So technically what these are are tokenized representation of an SPV. So, this is a special purpose vehicle that Robin Hood owns that controls and holds open AI and SpaceX stock. And when you buy in a token, you're getting a piece of that SPV."
Pending
X Stocks offers tokenized US equities, such as Apple, Tesla, and the S&P 500 ETF (SPY), as Solana SPL tokens.
"And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Tokenized S&P 500 ETF shares are available on Kraken and Bybit's hybrid DEX incubator, Bybit Byreal.
"So this the SP S&P 500 uh ETF. And um they were on the the Kraken integrated within the Kraken app as well as on by bit through by bits by real which is a hybrid dex incubator by by"
Pending
The tokenization of stocks is expected to expand, providing global access to US and potentially other international stock markets.
"And you imagine that I mean this is only going to get bigger and bigger because this is going to potentially give people the world over access to to to US stocks and you know you presume other sorts of stocks in the future as well."
Pending
Mirror Protocol, a tokenized equity platform built on Terra, was targeted by the SEC in 2021.
"mirror protocol does the r name ring a bell mirror protocol that was built by docoin over at terra I think terra issued was built on terror and this was similar idea needed to be tokenized equities that would try and mirror a real equity. It was hit by the SEC in 2021."
Pending
Synthetix issued equity-linked tokens, and in 2022, Uniswap removed tokenized equity access due to SEC concerns.
"We also had the likes of synthetics which issued these ETHs these synths tokens which were also equity b equity tied and then in 2022 we had unis swap actually remove tokenized equity access from their front end because of concerns from the SEC."
Pending
On-chain settlement is expected to reduce trading times and associated costs.
"Onchain settlement does slash trade times and cost."
Pending
Banks and asset managers are anticipated to establish tokenized asset desks as integral parts of their infrastructure.
"as banks and asset managers may increasingly spin up these tokenized asset desks as part of their core infrastructure."
Pending
Financial institutions, once hostile to crypto, are now increasingly opening crypto desks, continuing a trend of adoption.
"they've all spun up um crypto desks. you know, all of these guys are were at one point hostile to crypto and wanted nothing to do with it. And then over the last few years, they've been opening up more and more."
Pending
Solana is expected to benefit from the issuance of SPL tokens for X Stocks' tokenized equities.
"most likely Salana for sure because it's been issued these SPL tokens on X stocks."
Pending
Arbitrum is highlighted as a Layer 2 solution benefiting from partnerships, though its price hasn't significantly reflected this yet.
"Arbitum is obviously big win for Arbitrum as a layer 2. Uh, although again also hasn't really had much impact on the price."
Pending
Robin Hood, Kraken, and Bybit are positioned to gain a first-mover advantage in the tokenized asset space.
"platforms like uh uh Robin Hood, Kraken and Bybit are going to gain first a mover advantage."
Pending
There's evidence suggesting that tokenized assets are what people want, aligning with market demand.
"Yeah. Yeah. Because this is what this is what people want. And some some interesting comments around this as well."
Pending
Tokenized stocks are seen as a gateway for traditional finance users to become comfortable with crypto by utilizing products on crypto rails.
"could get more trady people comfortable with crypto. Yeah. Just, you know, but find themselves actually using a product on crypto rails."
Pending
The Solana community is discussing whether demand for SOL driven by tokenized stocks is preferable to demand from other sources.
"if you were to ask most um you know, most people in the Salana community, would they are they happier about the fact that, you know, that there could be demand for Soul uh from tokenized stocks um"
Pending
Bonk plans to burn one trillion tokens upon reaching one million on-chain holders.
"Uh, and um, also there if they get 1 million onchain holders, which they're getting kind of close to, uh then they're going to burn a trillion bonk."
Pending
Bonk is characterized as a successful community-centric meme coin.
"for a community rel communitycentric memecoin, I think Bonks got it."
Pending
The Bonk launchpad achieved higher daily volume than Pump.fun on Solana for the first time.
"the bonk launchpad had more for the first time ever, there's been a launchpad that got more volume on a day than pump fun on Salana. So,"
Pending
Celestia's token performance raises questions about judging a project's success solely by its token's market performance, especially given its VC backing and technological potential.
"I think it's a good example of one of these coins um that had a lot of you know a lot of VC backing and I think as we're as we as we might see in tweets of the week like that is one of the reasons why and and I guess it it question it calls into question like how to what extent can you judge a project by the performance of its token."
Pending
The price chart for Celestia (TIA) is described as 'horrible,' indicating poor performance.
"But I mean, whichever way you slice it that that chart is horrible"
Pending
Pudgy Penguins has experienced an interesting rally following its listing on eToro.
"Pudgy Penguins actually uh that's an interesting rally they recently listed on it Toro?"
Pending
Fanky has launched a new metaverse game called Valhalla.
"They just launched a new sort of metaverse game, Valhalla."
Pending
XDC Network's focus on Real World Assets (RWA) may be driving its performance, benefiting from speculation related to tokenized stocks.
"They do have a lot of focus on RWA. So, it's possible that they're sort of riding that RWA speculation wave, which as we said is kind of, you know, being fed by the whole sort of tokenized stocks thing as well."
Pending
The creation of derivatives and rehypothecation on Bitcoin treasury companies raises questions about the actual Bitcoin backing, potentially leading to 'paper Bitcoin'.
"So you have derivatives on uh and multiple rehypothecation of an individual Bitcoin treasury company. And it may or may not hold Bitcoin. It may be paper Bitcoin. Who knows?"
Pending
Elon Musk has stated that fiat currency is 'hopeless'.
"and then to which Musk replied, 'Fiat is hopeless.'"
Pending
Establishing a successful third political party is notoriously difficult.
"cracking uh getting a third party launched is notoriously difficult."
Pending
The concept of a 'uni-party' dominating US politics is expected to persist.
"the uni party will continue."
Pending
Ross Ulbricht's wish for his last Independence Day to be spent in prison came true in 2024.
"July 5th, 2024. Yeah, yeah, 11th Independence Day in prison. Wouldn't it be amazing if it was my last? Well, his wish came true. It was it was his last. And it was amazing."
Pending
James Howells, a Welsh individual, is known for losing his Bitcoin in a landfill.
"the Welsh fellow who um yeah, famously had his lost his Bitcoin in landfill."
Pending
The auction of 10-year Treasury notes will provide insight into US Treasury demand following the passage of the budget bill.
"these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
Pending
Demand for US Treasuries will indicate whether investors are moving out of bonds or if demand remains strong.
"whether people are still sort of fleeing from bonds and into other assets or whether there's still some strong demand there."
Pending
Original and long-term Bitcoin holders are observed to be moving their coins.
"So OG whales are moving their coins. OG holders are moving their coins, long-term holders."
Pending
'Mega' whales, representing established holders, are selling their Bitcoin during the current cycle.
"And the mega whales are the old money um the OG holders who are selling uh their bitcoin in this cycle."
Pending
The static Bitcoin price is attributed to a wealth transfer where new buyers accumulate while older whales distribute, balancing out the market.
"And this show this you can see therefore is one is accumulating the other is distributing and that is put near one from the other wealth transfer and it's pretty clear as to why bitcoin has remained relatively static in these conditions."
Pending
A mysterious Bitcoin whale executed a transaction involving $8 billion.
"This was the mysterious Bitcoin whale who moved $8 billion."
Pending
This $8 billion transfer is the largest daily movement of dormant Bitcoin ever recorded.
"It's the largest daily transfer of old BTC in history."
Pending
The whale in question possesses a minimum of 80,000 BTC.
"So, at least he holds at least 80,000 BTC."
Pending
The whale acquired 20,000 BTC at an average price of 78 cents in April 2011.
"he accumulated for an average price of 78 cents back in April 2nd 2011."
Pending
A total of 40,000 BTC was transferred from four wallets.
"So it's crazy because four wallets in total transferred out 40,000 BTC on the fourth."
Pending
The transaction involved 40,000 BTC, valued at $4 billion.
"So, this is um yeah 40,000 BTC moved $4 billion worth."
Pending
Executing a transaction involving billions of dollars of Bitcoin is described as an intensely stressful process.
"Can you imagine how crazy must have been to actually sign that transaction? Like I I mean I still sweat bullets if I'm moving like you know anything more than a few hundred dollars of BTC to be so to be moving billions at a time it must have that must have been the long 10 minutes right"
Pending
Roger Ver ('Bitcoin Jesus'), an early Bitcoin adopter known for significant early purchases, is a speculated identity of the whale.
"one of them was Mr. Roger. Now if for those who don't know who he is, he's Bitcoin Jesus. He was one of the earliest adherence of Bitcoin. He was known to have bought hundreds of thousands of Bitcoin back in the early days."
Pending
A test transaction on Bitcoin Cash preceded the large Bitcoin transfer, possibly related to whale clusters.
"there was a prior to this there was a transaction on Bitcoin Cash test transaction for one of the BTC whale clusters."
Pending
The transaction's occurrence before the BIP 39 standard is highlighted as a significant detail.
"This is from Pascal Gome from um Ledger. And what's more crazy about this is that this is before the BIP 39 standard existed."
Pending
The transaction was likely signed using a software wallet like Electrum, indicating a less secure method compared to hardware wallets.
"He probably signed this transaction using a software wallet like Electrum."
Pending
The context of the whale's transaction points to a distinctly different and earlier period in Bitcoin's history.
"Wow. That's I mean it's just a different it's just a different era, isn't it? A different era of Bitcoin."
Pending
The pseudonymity and potential for unique actions in early Bitcoin transactions are cited as reasons for its ongoing fascination.
"And I guess that's part of the part of the reason why um I think it reminds me of one of the reasons I find found Bitcoin so fascinating to start with, you know, the pe the fact that people could do this not necessarily anonymously because as we know now, Bitcoin isn't anonymous, but you know, pseudonymously at any rate."
Pending
The whale may have spent years attempting to access their wallet, possibly by recovering a lost hard drive.
"And they potentially they've been for years trying to crack it. Um, and then that or they couldn't find a hardware um, a hard drive of some description and then they managed to find it eventually."
Pending
New buyers from the traditional finance sector are expected to absorb any Bitcoin supply sold by whales.
"However, as we as I showed earlier, there's these new buyers that are just accumulating at a rapid clip in the trad space and that will more than likely be able to absorb it."
Pending
Bitcoin is undergoing a significant wealth transfer, marking a new era and a pivotal moment in its history.
"Bitcoin is Bitcoin is going through its very own great wealth transfer. This is this is a new era of Bitcoin. This is perhaps a historical interlude uh in Bitcoin story."
Pending
The accumulation of US debt is framed as a non-partisan issue driven by a 'uni-party' system.
"It's not necessarily a partisan argument. It's just more about the fact that it's the uni party adding debt to the um adding debt to the US uh debt pile, right?"
Pending
Approximately $3.3 trillion is projected to be added to the US national debt over the coming years.
"you guys are going to have $3.3 trillion over the next few years added to your national debt."
Pending
The increase in US national debt is sarcastically noted as potentially beneficial for cryptocurrency investments ('bags').
"It's uh yeah, I mean, it's good for our bags."
Pending
Bitcoin and hard assets are recommended as a hedge against relentless inflation, advising liquidation of fiat assets and savings.
"Inflation, there's only one way this nothing stops this train. And yes, if you hold Bitcoin, if you hold hard assets, that's good for you. If you rely on income, if you rely if you have savings in in bank accounts and fiat assets, get out."
Pending
The ability to purchase tokenized stocks on-chain is now available, with major players entering the market.
"And now uh as you pointed out earlier on Nick um it's it's now becoming possible to buy tokenized stocks on chain and there are some big players getting involved with this."
Pending
Robin Hood plans to offer over 200 tokenized stocks and ETFs for 24/5 trading on-chain.
"Robin Hood announced last week at Khan um at ETHCC that there were going to be over 200 tokenized stocks and ETFs which would which would trade 245 uh onchain."
Pending
Robin Hood's tokenized stocks will initially launch on Arbitrum before migrating to their own Layer 2, RHO Chain, marking a significant win for Arbitrum.
"And they're initially on arbitum until uh they build their own layer 2 which will be RHO chain or something and they'll migrate to it then but it's obviously a big win for Arbitum"
Pending
Robin Hood is offering $5 in OpenAI and SpaceX stock tokens in Europe.
"and not just that they actually also announced they were going to give away $5 of open AI and SpaceX stock tokens uh in Europe."
Pending
The tokenized OpenAI and SpaceX stocks represent a share in a Special Purpose Vehicle (SPV) managed by Robin Hood, which holds the actual shares.
"So technically what these are are tokenized representation of an SPV. So, this is a special purpose vehicle that Robin Hood owns that controls and holds open AI and SpaceX stock. And when you buy in a token, you're getting a piece of that SPV."
Pending
X Stocks provides tokenized US equities, including Apple, Tesla, and the S&P 500 ETF (SPY), as Solana SPL tokens.
"And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Tokenized S&P 500 ETF shares are available on Kraken and Bybit's hybrid DEX incubator, Bybit Byreal.
"So this the SP S&P 500 uh ETF. And um they were on the the Kraken integrated within the Kraken app as well as on by bit through by bits by real which is a hybrid dex incubator by by"
Pending
The tokenization of stocks is expected to grow significantly, offering global access to US and other international equities.
"And you imagine that I mean this is only going to get bigger and bigger because this is going to potentially give people the world over access to to to US stocks and you know you presume other sorts of stocks in the future as well."
Pending
Mirror Protocol, a tokenized equity platform on Terra, faced action from the SEC in 2021.
"mirror protocol does the r name ring a bell mirror protocol that was built by docoin over at terra I think terra issued was built on terror and this was similar idea needed to be tokenized equities that would try and mirror a real equity. It was hit by the SEC in 2021."
Pending
Synthetix offered equity-linked tokens, and Uniswap removed access to tokenized equities in 2022 due to SEC concerns.
"We also had the likes of synthetics which issued these ETHs these synths tokens which were also equity b equity tied and then in 2022 we had unis swap actually remove tokenized equity access from their front end because of concerns from the SEC."
Pending
On-chain settlement is projected to decrease trade times and costs.
"Onchain settlement does slash trade times and cost."
Pending
Banks and asset managers are likely to establish tokenized asset desks as core infrastructure.
"as banks and asset managers may increasingly spin up these tokenized asset desks as part of their core infrastructure."
Pending
Financial institutions, previously opposed to crypto, are now increasingly establishing crypto desks, indicating a growing trend of adoption.
"they've all spun up um crypto desks. you know, all of these guys are were at one point hostile to crypto and wanted nothing to do with it. And then over the last few years, they've been opening up more and more."
Pending
Solana is poised to benefit from the issuance of SPL tokens for X Stocks' tokenized equities.
"most likely Salana for sure because it's been issued these SPL tokens on X stocks."
Pending
Arbitrum, as a Layer 2 solution, is experiencing a significant win through partnerships, although its price has not yet reflected this impact.
"Arbitum is obviously big win for Arbitrum as a layer 2. Uh, although again also hasn't really had much impact on the price."
Pending
Robin Hood, Kraken, and Bybit are expected to achieve a first-mover advantage in the tokenized asset market.
"platforms like uh uh Robin Hood, Kraken and Bybit are going to gain first a mover advantage."
Pending
Evidence suggests that tokenized assets align with market demand, indicating user interest.
"Yeah. Yeah. Because this is what this is what people want. And some some interesting comments around this as well."
Pending
Tokenized stocks are anticipated to help traditional finance users become more comfortable with crypto by engaging with products on crypto rails.
"could get more trady people comfortable with crypto. Yeah. Just, you know, but find themselves actually using a product on crypto rails."
Pending
The Solana community is debating whether demand for SOL originating from tokenized stocks is more desirable than demand from other sources.
"if you were to ask most um you know, most people in the Salana community, would they are they happier about the fact that, you know, that there could be demand for Soul uh from tokenized stocks um"
Pending
Bonk plans to burn one trillion tokens upon reaching one million on-chain holders.
"Uh, and um, also there if they get 1 million onchain holders, which they're getting kind of close to, uh then they're going to burn a trillion bonk."
Pending
Bonk is identified as a successful community-centric meme coin.
"for a community rel communitycentric memecoin, I think Bonks got it."
Pending
For the first time, the Bonk launchpad recorded higher daily volume than Pump.fun on Solana.
"the bonk launchpad had more for the first time ever, there's been a launchpad that got more volume on a day than pump fun on Salana. So,"
Pending
Celestia's token performance raises questions about how to evaluate a project based solely on its token's market performance, especially given its VC backing and technological promise.
"I think it's a good example of one of these coins um that had a lot of you know a lot of VC backing and I think as we're as we as we might see in tweets of the week like that is one of the reasons why and and I guess it it question it calls into question like how to what extent can you judge a project by the performance of its token."
Pending
The price chart for Celestia (TIA) is described as 'horrible', indicating poor market performance.
"But I mean, whichever way you slice it that that chart is horrible"
Pending
Pudgy Penguins has seen an interesting rally following its listing on eToro.
"Pudgy Penguins actually uh that's an interesting rally they recently listed on it Toro?"
Pending
Fanky has launched a new metaverse game named Valhalla.
"They just launched a new sort of metaverse game, Valhalla."
Pending
XDC Network's focus on Real World Assets (RWA) may be contributing to its performance, potentially benefiting from speculation fueled by the tokenized stocks trend.
"They do have a lot of focus on RWA. So, it's possible that they're sort of riding that RWA speculation wave, which as we said is kind of, you know, being fed by the whole sort of tokenized stocks thing as well."
Pending
The emergence of derivatives and rehypothecation related to Bitcoin treasury companies raises concerns about the actual Bitcoin holdings, potentially leading to 'paper Bitcoin'.
"So you have derivatives on uh and multiple rehypothecation of an individual Bitcoin treasury company. And it may or may not hold Bitcoin. It may be paper Bitcoin. Who knows?"
Pending
Elon Musk has expressed a negative view on fiat currency, stating 'Fiat is hopeless.'
"and then to which Musk replied, 'Fiat is hopeless.'"
Pending
Launching a successful third political party is notoriously difficult.
"cracking uh getting a third party launched is notoriously difficult."
Pending
The dominance of a 'uni-party' system in US politics is expected to persist.
"the uni party will continue."
Pending
Ross Ulbricht's wish for his last Independence Day spent in prison to come true in 2024 was realized.
"July 5th, 2024. Yeah, yeah, 11th Independence Day in prison. Wouldn't it be amazing if it was my last? Well, his wish came true. It was it was his last. And it was amazing."
Pending
James Howells, a Welsh individual, is known for losing his Bitcoin in a landfill.
"the Welsh fellow who um yeah, famously had his lost his Bitcoin in landfill."
Pending
The auction of 10-year Treasury notes will provide insight into US Treasury demand following the passage of the budget bill.
"these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
Pending
Demand for US Treasuries will indicate whether investors are moving out of bonds or if demand remains strong.
"whether people are still sort of fleeing from bonds and into other assets or whether there's still some strong demand there."
Pending
Original and long-term Bitcoin holders are observed to be moving their coins.
"So OG whales are moving their coins. OG holders are moving their coins, long-term holders."
Pending
'Mega' whales, representing established holders, are selling their Bitcoin during the current cycle.
"And the mega whales are the old money um the OG holders who are selling uh their bitcoin in this cycle."
Pending
The static Bitcoin price is attributed to a wealth transfer where new buyers accumulate while older whales distribute, balancing out the market.
"And this show this you can see therefore is one is accumulating the other is distributing and that is put near one from the other wealth transfer and it's pretty clear as to why bitcoin has remained relatively static in these conditions."
Pending
A mysterious Bitcoin whale executed a transaction involving $8 billion.
"This was the mysterious Bitcoin whale who moved $8 billion."
Pending
This $8 billion transfer is the largest daily movement of dormant Bitcoin ever recorded.
"It's the largest daily transfer of old BTC in history."
Pending
The whale in question possesses a minimum of 80,000 BTC.
"So, at least he holds at least 80,000 BTC."
Pending
The whale acquired 20,000 BTC at an average price of 78 cents in April 2011.
"he accumulated for an average price of 78 cents back in April 2nd 2011."
Pending
A total of 40,000 BTC was transferred from four wallets.
"So it's crazy because four wallets in total transferred out 40,000 BTC on the fourth."
Pending
The transaction involved 40,000 BTC, valued at $4 billion.
"So, this is um yeah 40,000 BTC moved $4 billion worth."
Pending
Executing a transaction involving billions of dollars of Bitcoin is described as an intensely stressful process.
"Can you imagine how crazy must have been to actually sign that transaction? Like I I mean I still sweat bullets if I'm moving like you know anything more than a few hundred dollars of BTC to be so to be moving billions at a time it must have that must have been the long 10 minutes right"
Pending
Roger Ver ('Bitcoin Jesus'), an early Bitcoin adopter known for significant early purchases, is a speculated identity of the whale.
"one of them was Mr. Roger. Now if for those who don't know who he is, he's Bitcoin Jesus. He was one of the earliest adherence of Bitcoin. He was known to have bought hundreds of thousands of Bitcoin back in the early days."
Pending
A test transaction on Bitcoin Cash preceded the large Bitcoin transfer, possibly related to whale clusters.
"there was a prior to this there was a transaction on Bitcoin Cash test transaction for one of the BTC whale clusters."
Pending
The transaction's occurrence before the BIP 39 standard is highlighted as a significant detail.
"This is from Pascal Gome from um Ledger. And what's more crazy about this is that this is before the BIP 39 standard existed."
Pending
The transaction was likely signed using a software wallet like Electrum, indicating a less secure method compared to hardware wallets.
"He probably signed this transaction using a software wallet like Electrum."
Pending
The context of the whale's transaction points to a distinctly different and earlier period in Bitcoin's history.
"Wow. That's I mean it's just a different it's just a different era, isn't it? A different era of Bitcoin."
Pending
The pseudonymity and potential for unique actions in early Bitcoin transactions are cited as reasons for its ongoing fascination.
"And I guess that's part of the part of the reason why um I think it reminds me of one of the reasons I find found Bitcoin so fascinating to start with, you know, the pe the fact that people could do this not necessarily anonymously because as we know now, Bitcoin isn't anonymous, but you know, pseudonymously at any rate."
Pending
The whale may have spent years attempting to access their wallet, possibly by recovering a lost hard drive.
"And they potentially they've been for years trying to crack it. Um, and then that or they couldn't find a hardware um, a hard drive of some description and then they managed to find it eventually."
Pending
New buyers from the traditional finance sector are expected to absorb any Bitcoin supply sold by whales.
"However, as we as I showed earlier, there's these new buyers that are just accumulating at a rapid clip in the trad space and that will more than likely be able to absorb it."
Pending
Bitcoin is undergoing a significant wealth transfer, marking a new era and a pivotal moment in its history.
"Bitcoin is Bitcoin is going through its very own great wealth transfer. This is this is a new era of Bitcoin. This is perhaps a historical interlude uh in Bitcoin story."
Pending
The accumulation of US debt is framed as a non-partisan issue driven by a 'uni-party' system.
"It's not necessarily a partisan argument. It's just more about the fact that it's the uni party adding debt to the um adding debt to the US uh debt pile, right?"
Pending
Approximately $3.3 trillion is projected to be added to the US national debt over the coming years.
"you guys are going to have $3.3 trillion over the next few years added to your national debt."
Pending
The increase in US national debt is sarcastically noted as potentially beneficial for cryptocurrency investments ('bags').
"It's uh yeah, I mean, it's good for our bags."
Pending
Bitcoin and hard assets are recommended as a hedge against relentless inflation, advising liquidation of fiat assets and savings.
"Inflation, there's only one way this nothing stops this train. And yes, if you hold Bitcoin, if you hold hard assets, that's good for you. If you rely on income, if you rely if you have savings in in bank accounts and fiat assets, get out."
Pending
The ability to purchase tokenized stocks on-chain is now available, with major players entering the market.
"And now uh as you pointed out earlier on Nick um it's it's now becoming possible to buy tokenized stocks on chain and there are some big players getting involved with this."
Pending
Robin Hood plans to offer over 200 tokenized stocks and ETFs for 24/5 trading on-chain.
"Robin Hood announced last week at Khan um at ETHCC that there were going to be over 200 tokenized stocks and ETFs which would which would trade 245 uh onchain."
Pending
Robin Hood's tokenized stocks will initially launch on Arbitrum before migrating to their own Layer 2, RHO Chain, marking a significant win for Arbitrum.
"And they're initially on arbitum until uh they build their own layer 2 which will be RHO chain or something and they'll migrate to it then but it's obviously a big win for Arbitum"
Pending
Robin Hood is offering $5 in OpenAI and SpaceX stock tokens in Europe.
"and not just that they actually also announced they were going to give away $5 of open AI and SpaceX stock tokens uh in Europe."
Pending
The tokenized OpenAI and SpaceX stocks represent a share in a Special Purpose Vehicle (SPV) managed by Robin Hood, which holds the actual shares.
"So technically what these are are tokenized representation of an SPV. So, this is a special purpose vehicle that Robin Hood owns that controls and holds open AI and SpaceX stock. And when you buy in a token, you're getting a piece of that SPV."
Pending
X Stocks provides tokenized US equities, including Apple, Tesla, and the S&P 500 ETF (SPY), as Solana SPL tokens.
"And these are tokenized stocks that are on Salana SPL tokens representing US equities. So Apple, Tesla, SPY, etc."
Pending
Tokenized S&P 500 ETF shares are available on Kraken and Bybit's hybrid DEX incubator, Bybit Byreal.
"So this the SP S&P 500 uh ETF. And um they were on the the Kraken integrated within the Kraken app as well as on by bit through by bits by real which is a hybrid dex incubator by by"
Pending
The tokenization of stocks is expected to grow significantly, offering global access to US and other international equities.
"And you imagine that I mean this is only going to get bigger and bigger because this is going to potentially give people the world over access to to to US stocks and you know you presume other sorts of stocks in the future as well."
Pending
Mirror Protocol, a tokenized equity platform on Terra, faced action from the SEC in 2021.
"mirror protocol does the r name ring a bell mirror protocol that was built by docoin over at terra I think terra issued was built on terror and this was similar idea needed to be tokenized equities that would try and mirror a real equity. It was hit by the SEC in 2021."
Pending
Synthetix offered equity-linked tokens, and Uniswap removed access to tokenized equities in 2022 due to SEC concerns.
"We also had the likes of synthetics which issued these ETHs these synths tokens which were also equity b equity tied and then in 2022 we had unis swap actually remove tokenized equity access from their front end because of concerns from the SEC."
Pending
On-chain settlement is projected to decrease trade times and costs.
"Onchain settlement does slash trade times and cost."
Pending
Banks and asset managers are likely to establish tokenized asset desks as core infrastructure.
"as banks and asset managers may increasingly spin up these tokenized asset desks as part of their core infrastructure."
Pending
Financial institutions, previously opposed to crypto, are now increasingly establishing crypto desks, indicating a growing trend of adoption.
"they've all spun up um crypto desks. you know, all of these guys are were at one point hostile to crypto and wanted nothing to do with it. And then over the last few years, they've been opening up more and more."
Pending
Solana is poised to benefit from the issuance of SPL tokens for X Stocks' tokenized equities.
"most likely Salana for sure because it's been issued these SPL tokens on X stocks."
Pending
Arbitrum, as a Layer 2 solution, is experiencing a significant win through partnerships, although its price has not yet reflected this impact.
"Arbitum is obviously big win for Arbitrum as a layer 2. Uh, although again also hasn't really had much impact on the price."
Pending
Robin Hood, Kraken, and Bybit are expected to achieve a first-mover advantage in the tokenized asset market.
"platforms like uh uh Robin Hood, Kraken and Bybit are going to gain first a mover advantage."
Pending
Evidence suggests that tokenized assets align with market demand, indicating user interest.
"Yeah. Yeah. Because this is what this is what people want. And some some interesting comments around this as well."
Pending
Tokenized stocks are anticipated to help traditional finance users become more comfortable with crypto by engaging with products on crypto rails.
"could get more trady people comfortable with crypto. Yeah. Just, you know, but find themselves actually using a product on crypto rails."
Pending
The Solana community is debating whether demand for SOL originating from tokenized stocks is more desirable than demand from other sources.
"if you were to ask most um you know, most people in the Salana community, would they are they happier about the fact that, you know, that there could be demand for Soul uh from tokenized stocks um"
Pending
Bonk plans to burn one trillion tokens upon reaching one million on-chain holders.
"Uh, and um, also there if they get 1 million onchain holders, which they're getting kind of close to, uh then they're going to burn a trillion bonk."
Pending
Bonk is identified as a successful community-centric meme coin.
"for a community rel communitycentric memecoin, I think Bonks got it."
Pending
For the first time, the Bonk launchpad recorded higher daily volume than Pump.fun on Solana.
"the bonk launchpad had more for the first time ever, there's been a launchpad that got more volume on a day than pump fun on Salana. So,"
Pending
Celestia's token performance raises questions about how to evaluate a project based solely on its token's market performance, especially given its VC backing and technological promise.
"I think it's a good example of one of these coins um that had a lot of you know a lot of VC backing and I think as we're as we as we might see in tweets of the week like that is one of the reasons why and and I guess it it question it calls into question like how to what extent can you judge a project by the performance of its token."
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The price chart for Celestia (TIA) is described as 'horrible', indicating poor market performance.
"But I mean, whichever way you slice it that that chart is horrible"
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Pudgy Penguins has seen an interesting rally following its listing on eToro.
"Pudgy Penguins actually uh that's an interesting rally they recently listed on it Toro?"
Pending
Fanky has launched a new metaverse game named Valhalla.
"They just launched a new sort of metaverse game, Valhalla."
Pending
XDC Network's focus on Real World Assets (RWA) may be contributing to its performance, potentially benefiting from speculation fueled by the tokenized stocks trend.
"They do have a lot of focus on RWA. So, it's possible that they're sort of riding that RWA speculation wave, which as we said is kind of, you know, being fed by the whole sort of tokenized stocks thing as well."
Pending
The emergence of derivatives and rehypothecation related to Bitcoin treasury companies raises concerns about the actual Bitcoin holdings, potentially leading to 'paper Bitcoin'.
"So you have derivatives on uh and multiple rehypothecation of an individual Bitcoin treasury company. And it may or may not hold Bitcoin. It may be paper Bitcoin. Who knows?"
Pending
Elon Musk has expressed a negative view on fiat currency, stating 'Fiat is hopeless.'
"and then to which Musk replied, 'Fiat is hopeless.'"
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Launching a successful third political party is notoriously difficult.
"cracking uh getting a third party launched is notoriously difficult."
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The dominance of a 'uni-party' system in US politics is expected to persist.
"the uni party will continue."
Pending
Ross Ulbricht's wish for his last Independence Day spent in prison to come true in 2024 was realized.
"July 5th, 2024. Yeah, yeah, 11th Independence Day in prison. Wouldn't it be amazing if it was my last? Well, his wish came true. It was it was his last. And it was amazing."
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James Howells, a Welsh individual, is known for losing his Bitcoin in a landfill.
"the Welsh fellow who um yeah, famously had his lost his Bitcoin in landfill."
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The auction of 10-year Treasury notes will provide insight into US Treasury demand following the passage of the budget bill.
"these will give us an indication of how demand for US treasuries has played out especially since the uh budget bill has been passed."
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Demand for US Treasuries will indicate whether investors are moving out of bonds or if demand remains strong.
"whether people are still sort of fleeing from bonds and into other assets or whether there's still some strong demand there."
Pending