China just shed ¥730 billion in a single session. Absolute carnage.
This kind of flush in traditional markets usually ripples into risk-off sentiment everywhere — including crypto. We've seen this movie before: when major equity markets puke, liquidity tightens and correlations spike.
But here's the thing: crypto has decoupled before, and it will again. The macro backdrop is messy, sure, but the structural case for digital assets hasn't changed. If anything, moments like this remind people why...
Wall Street just plugged into blockchain for real. 🏛️
DTCC, the clearinghouse behind nearly all US securities settlement, has switched on its Tokenization Service. 34 securities, large-cap stocks, ETFs and US Treasuries, can now be minted as tokens backed 1:1 by assets held at DTC, and moved between registered wallets around the clock.
20 major firms signed on at launch, including JPMorgan, Citi, Morgan Stanley, Fidelity and Citadel Securities. The eligible pool is worth roughly $30 trillion....
Looking at the next 4 years, I'm focused on the AI stocks that could benefit most as the industry moves from massive infrastructure spending to real cash flow.
$IREN is on my radar for its AI cloud expansion and power capacity. $CIFR is another one I'm watching as its data center plans develop, while $NVDA remains main of supplying the chips powering this entire buildout.
Each comes with different risks, especially around execution, funding and valuation, but I'm more in what these companies c...