저자: 미상 · 외국인
요약 보기
블랙록이 이더리움 기반 토큰화 머니마켓펀드 출시를 신청했다는 소식을 중심으로 토큰화 확산이 필요하다는 주장. 블랙록 토큰화 펀드 규모 전작 약 25억 달러, 전 세계 머니마켓펀드 약 8조 달러 언급. XRP 원장 스테이블코인 공급이 약 5억 6,800만 달러로 두 배 증가했다고 하며 GENIUS법을 호재로 제시. Bittensor(TAO) AI 서브넷 성장과 Hyperliquid 수익 구조(매출 대부분 토큰 바이백)를 긍정적으로 소개하며 단기 조정 후 상승 가능성을 암시.
다듬은 글
I think the movement towards tokenization is is necessary. Some major moves are shaking up crypto and leading the charge is Larry Fink, the guy at the top of BlackRock and the biggest name in finance. BlackRock to launch tokenized money market funds on Ethereum. It's ironic that we see two emerging countries leading the world in tokenization and digitization of their currency.
That's Brazil and India. I think we need to move very rapidly to doing that. Pay attention. This matters. Below you'll see which altcoins the smart money keeps buying up. Now BlackRock has filed paperwork to debut two tokenized money market funds on the Ethereum network offering stablecoin holders a regulated yield bearing alternative to sitting idle in digital dollars.
So your dollars can actually generate yield and check this out. They skipped Solana, skipped Supra, and went straight to ETH. Globally, money market funds hold roughly $8 trillion. Now picture the largest asset manager in existence taking one of finance's most popular tools and putting it right on a blockchain.
Fink hinted at exactly this back at his WEF appearance. Today, BlackRock put Ethereum at the center of it. I think the movement towards tokenization decimalization is is necessary. It's ironic that we see two emerging countries leading the world in decimalization and and and the tokenization and digitization of their currency.
That's Brazil and India. I think we need to move very rapidly to doing that. We would be reducing fees. We would do more democratization by reducing more fees if we had all investments on a tokenized platform that you can move from a tokenized money market fund to equities and bonds and back and forth.
We have one common blockchain. We will you know we we can reduce corruption. So, I would argue um that yes, we have more dependencies on maybe one blockchain, which we could all talk about, but that being said, the activities are probably processed and more secure than ever. Built on Ethereum, this product Treasuries from the US government back it up.
Stablecoin holders are the target audience, and it follows in the footsteps of Biddle, BlackRock's earlier launch that climbed to $2.5 billion. Smash that like button if you're finding this helpful. Drop a like if these videos add something to your day, because XRP is up next as the coin institutions are scooping up.
Crypto's catching its breath at the moment, and we could see another dip as smart money rotates into the best names ahead of the next push upward. Watch closely what Larry Fink's institutional crowd is picking up. Their moves tell you exactly where things are headed. XRP in relation to Bitcoin and Ethereum?
Well, it's got a it's got a use case, a very specific use case. And more in particular, the XRP ledger has a use case. So, Ripple, the company, has as its 13- or 14-year mission, however long it's been, to move internationally value, okay, and primarily money. And so, their chain, their XPRL chain, will be used for that.
And it keeps climbing. Stablecoin supply on the XRP ledger just doubled to over $568 million since December. That's 100% plus growth. Now, $568 [snorts] million and climbing fast. A massive wind hit XRP's sails. The whole game changed for it the day lawmakers pushed the Genius Act stablecoin bill across the finish line.
The Genius Act comes along, and it really opened the door. It was really a effectively a permission slip for big institutions as well as the sell-side banks and others to lean into the space. Those sort of household names in the traditional finance space trust Ripple to be a partner. So, what's really got BlackRock's attention?
What are the institutions chasing in 2026 more than crypto itself? [clears throat] These countries will rapidly develop robotics and tech and AI. Their focus is on AI. 2026 is shaping up to be an historic year for IPOs with a trio of AI titans weighing up plans. Now, Bittensor, which powers the rails for AI without middlemen, has dropped a massive update.
In the formative phase of what Bittensor is or what it could be, it's we're circa 2012-2013 Bitcoin right now. Town square out the gate. The deal here is sharper design, easier to navigate, lets you browse what's running on Bittensor, and throws open the doors of an intelligence market where contributors and users can both join in.
Get this in your head. Hundreds of fresh AI and robotics ventures are spinning up via subnets. Subnets are basically those young companies riding on Bittensor's rails, and the whole project is positioning itself as the alternative to the centralized few who currently dominate AI. The ethos of crypto, it's permissionless, it's global, it's decentralized.
You kind of eliminate the the risk associated with having these large gatekeepers, these large tech companies who are you know kind of deciding, you know kind of you know what's what's what what is you know the the data that is being trained on or the output. You're essentially kind of letting um the wisdom of crowds.
Sure. Um and you're doing it in a way where it's accessible. Bittensor's still in chapter one of its story. The reason I'm into this site is how cleanly it shows off everything being built. I'll run you through a handful of these early AI plays anyone can put money into. First though, check out how Barry Silbert explains it.
And I you know I've been I've been equating to Bittensor to um the early days of the internet where when you um first wanted to when you first access the internet, you weren't going to a website, you were going to America Online, you were going to CompuServe, you were going to Prodigy, and those companies were delivering to you kind of the information that was accessible via the internet.
And so, you know, when I was on Prodigy, you know, it was a super cool to see the weather or to see stock prices. And then in like 1995-96, Mosaic launched the browser, and all of a sudden people were like, "Oh, wow, like I don't need to go through Prodigy or America Online to access the internet. I can go directly to weather what ultimately became weather.com or became Yahoo Finance.
And that was this Cambrian explosion of of innovation that only was made possible by the opening up of the internet. And so, I look at BitTensor in a kind of through a similar lens, where today you've got ChatGPT, and you've got Claude, you've had you know, these these these businesses that are building these entry points, but I would rather see there be a hundred or thousands of competitors to those big companies, and BitTensor enables that.
If you care about those new AI startups doing compute, which is going to be huge, or the ones doing models and agents, training, finance, data, predictions, robotics, that's another big space. Every one of them is building through BitTensor. Right here, you're looking at one of the top picks. This subnet is in my own bag.
My bet is on serverless AI compute made for open-source models. Builders and engineers get a cheaper option, and the target user is laid out plainly. You can also type in the name directly, Ready AI. Forget the number, subnet 33, Ready AI. What they do is structured web intelligence sourced from more than 1,230 domains, and yes, cheaper than what else is out there.
On to the next pick on today's lineup, drawing massive interest and heavy buying from Larry Fink's institutional circle is Hyperliquid. And Bob Diamond, a giant in the institutional world, breaks it down for us. Back of the envelope analysis, but it's not really hard to do of all of the most profitable private companies in the world in terms of revenues and profits per employee, and there's no one that competes with Hyperliquid.
I mean, the people that do are the Nvidias of the world. So, um 967 million, I think was the number in um revenue last year in 2025. 97, 98, 99% of that was used to acquire the native token hype. Um That That says it all. So, sorting the real coins from the trash heap, and there's plenty of trash, comes down to one thing.
Do they actually generate revenue? And if your next question is whether that lifts the token price, here's the answer. Over 90% of what Hyperliquid earns goes straight back into buying their own token. Outside of Bitcoin and Ethereum, the biggest trading pairs on the platform aren't crypto at all. They're oil.
They're precious metals. Whenever those assets get traded, Hyperliquid's revenue goes up with it. You have that conversation about the potential that real-world assets like gold and oil can someday trade on chain, and they're already doing it. And they're already doing it at a time, you know, during the conflict in Iran, where Friday nights, Saturday, Sunday, Tuesday at midnight, airlines need to be able to hedge out their risk in in energy prices.
Um miners need to to hedge out their risk. So, um it's not just investors. It's It's real companies in the US and around the world that are using the facilities of Hyperliquid to be able to manage their risk in in times where previously they were not able to. And here's a comparison we're seeing: Hyperliquid next to Binance in monthly perpetual volume.
Even though Hyperliquid seems decent in size, it's actually small. The runway ahead is massive. Compared to the biggest centralized player, Hyperliquid only sits at about 5%. Enjoyed this? Hit like, subscribe, and leave me your thoughts in the comments. Genuinely thankful you hung out with me today, and I'll be back with you in the next one.
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