BLW

as drawdowns on public AI equities continue, fundraising and valuations on good private AI projects continue going up the trend will continue to shift where private companies will remain private for longer, as capital and liquidity in private markets no longer justify companies to go public and also avoid being subject to public reporting requirements founders will increasingly find ways to obtain liquidity through secondaries or unique ways to tokenize their projects onchain

rwa and defi coins that already have established relationships with tradfi asset managers will start seeing expanded partnerships and outsized moves most know the main coins (while some not yet launched) or the common denominator would just be eth

most asset managers are not in the business of organically developing new projects but this should give evidence they are ready to expand partnerships and investments to teams that can further their visions blackrock.com/us/individual/…

despite the fact that almost any memecoin etf can properly obtain sec approval, traditional issuers and sponsors are incapable of properly running memecoin etfs, as evidenced by some abandoning s-1s or even full etf liquidations after just one year while you will see many memecoins such as useless break to unimaginable valuations, the more realistic approach would be sponsoring a bucket memecoin approach to rebalance coins as attention will inevitably keep changing

good start but in truth the flywheel hasnt even started yet understandably many will leave early due to post traumatic stress but rest assured tommy wont stop at a measly 5% and with something so illiquid, will be like pouring gas on fire

markets turning yields positive creative delta neutral synthetic stablecoin expanding to equity and rwa perps launched self custodial neobaking app growing institutional partnerships dat backing flywheel on the cusp of fee switch activation sounds like a top 10 coin

heres your second chance post etf regulators giving full clearance to launch asset managers about to put the entire financial world onchain thomas jong lee giving you full backstop you can accelerate this flywheel or drop the ball again

as expected sec and cftc has moved quickly to outline its standing on tokenized products and broker dealers the ambiguity with synthetics will allow hood or other crypto native platforms to continue and expand with their version of tokenized products, on the path to full merge of tradfi and crypto worlds and only a matter of time before derivatives of the ai stack become tradable products under the cftc - namely compute

in reality the clarity act would never pass given most politicians lack fundamental understanding of digital assets - which will be similar in future legislation on key AI and robotics initiatives in turn, this actually now clears the path and immediately allows the pro crypto SEC and CFTC to speedrun regulatory framework or issue no action letters for tokenization and other rwa filings the floodgates are about to unleash the tokenization of all assets led by the world's largest asset managers and banks

as AI agents and models continue to demonstrate the need for significant compute and infrastructure, slowly you will see cuda lose its moat, and also a growing demand for cpus given the amount of agents that will need to run in sandboxes

the current meta of pairing memecoins to tokenized stocks will soon evolve to tokenized PE/VC funds tokenized residential real estate tokenized boutique private credit tokenized IP tokenized collectibles which may unlock a new crypto native investor base, 24/7 liquidity, secondary market functionality, defi on these new applications, etc but the real value unlocks for those that are prepared and able to bridge both sides from the operational infrastructure, the regulatory and internal compliance workflows, the smart contract designs and the legal enforcement of these policies

based on the current pa of eth, seems like most do not understand the floodgates that open once the commission begins to approve a tokenized class of assets, which does not need to come with a formal published exemption

the real ai layer stack involves compute, infrastructure, inference, models, agents and applications ai crypto coins such as tao, virtuals and bankr have attempted to build off this stack but all have their fundamental failures a model that is able to patch these failures, attract both web2/3 users and provide real world output and rewards, can legitimately bridge these two transformative technologies of digital assets and ai

as tokenization continues full force ahead, those that properly understand how to navigate past the regulatory classifications and trading infrastructures will have a major edge in creating projects that bridge the gap between real world and digital assets, partnering with trillion dollar asset managers, pension funds, institutions, family offices the end result will be tokenization of all assets known to mankind

we are reaching a turning point where the opening of crypto regulations and progress on ai will allow the convergence of the two most transformative forces in technology

while most coins currently being launched are purely memecoins, robinhood will also foster in a new wave of builders with creative ideas for real utility, leading to projects with actual long term value

with crypto coming back into focus, etfs have made it easier than ever to buy btc as a hedge for inflation or debasement or eth for institutional financial applications but for most retail interested in alts and a chance at life changing gains, accessing crypto has mostly still been a burden until now with robinhood, allowing seamless movement between buying 0dte options or betting on the next 1000x runner onchain

as robot ipos start coming to market, investors will start fighting over allocation, ramping up attention and speculation for the next sexy product, most which will take years to develop, if ever and as new trends begin the real investment never changes, where often you are better off with the picks and shovels, cash generating, boring opportunities that are agnostic to who the eventual winner will be

with the continued growth of AI and demand for data centers, only a matter of time before you have regulated compute derivatives for speculation and hedging purposes also, the technology for innovative renewable energy sources for global compute is starting to reach a realistic scalable level while many continue to focus on traditional physical land models

the recent AI correction due to short term lower than expected hardware shipments combined with volatility from retail leveraged positions is providing good entries for those that still believe in the longer term outlook, which remains much higher