저자: ThinkingCrypto진행자 · 외국인
요약 보기
래리 핑크(블랙록 CEO)가 비트코인에 여전히 강세이며 블랙록 비트코인 ETF가 ETF 역사상 가장 빠르게 성장 중이라고 발언. 이더리움이 증권으로 분류되어도 ETF 승인은 가능하다는 취지. 피델리티가 스팟 이더리움 ETF(스테이킹 포함) S-1 제출. 코인베이스-SEC 소송에서 법원이 기각 신청을 대부분 거부해 소송 계속. FET·AGIX·OCEAN 합병(ASI) 소식으로 AI 토큰 관심 증가. HSBC 금 토큰 홍콩 출시.
다듬은 글
Black Rock CEO Larry Fink goes on TV today and says he is still very bullish on bitcoin and that black Rock's ETF is the fastest growing ETF in the history of ETFs he also said the ethereum ETF can still be approved even if it's categorized as a security and that comes on the same day as Fidelity files for its spot ethereum ETF and coinbase takes a loss in the sec's lawsuit against them but this is not the end of the story what happens next we're going to share what different attorneys are saying let's get into it welcome back to the thinking crypto podcast your home for cryptocurrency news and interviews if you are new here please hit that subscribe Button as well as the thumbs up button and leave a comment below if you're listening on a podcast platform such as Spotify or apple please leave a festar rating and review it supports the podcast and it doesn't cost you anything well folks let's start by taking a look at the top trending tokens on social media this data is brought to you by santiment if you want to sign up for a pro account link will be in the description you can get a discount using the code thinking crypto now folks first up is singularity which is agx or ax is the token symbol coming in at number two's fetch.ai and the reason these tokens are heavily trending is we got news today that fetch.ai Singularity net and ocean protoc agreed to combine their crypto tokens into one and create an alliance for decentralized AI this is huge I've honestly never heard of tokens merging together and these AI tokens have been ripping it guys making massive gains many of you know I took profits on fetch.ai when I hit like 560 per uh Returns on my initial investment I had to take profits off the table so I'm very bullish and and and it goes back to what I said in December 2022 I believe AI would be a strong narrative in this bull market I also have render in my portfolio so the headline reads three decentralized platforms to merge AI tokens create AI Alliance let's go through the details here the three are seeking to create an AI Collective providing a decentralized alternative to existing projects that are controlled by large technology companies according to an emailed announcement on Wednesday fet the native token of aif focus web3 platform fetch.ai will become ASI artificial super intelligence with a total supply of around 2.63 billion tokens and a starting price of $282 the Native tokens of decentralized AI Network Singularity net ax and data platform ocean protocol will merge into ASI both at conversion rates of around 43 cents to one uh ASI will have a fully diluted market cap of around $7.5 billion this is a huge update guys and I I'm assuming this token is going to do well given that you have the merging the liquidity and uh the big notoriety around the names and how these AI tokens have been performing so this is why folks uh ax and Fett are both trending here in the top two and then you got number three is ton coin with positive sentiment coming in at number four is Kronos cro which is a crypto.com token Litecoin coming in at six here with positive sentiment B coming in at seven with positive sentiment U mantle coming in at number eight with positive sentiment track ordinals coming in at number nine with positive sentiment and Sue sui comes in at number 10 with positive sentiment so those are your top 10 trending tokens on social media and once again the reason fet and ax are are uh trending is because of this massive news of merging the three coins together now let's jump into some really big news so Black Rock CEO Larry Frink went on Fox Business today talking about Black Rock and its ETF saying it is the fastest growing ETF in the history of ETFs folks it's incredible how these ETFs overall have been performing but black rocks is knocking it out of the park and he stated he was incredibly bullish on bitcoin let me play the clip here for you guys look I I I'm very bullish um on the long-term viability of Bitcoin I was saying did that surprise you that surpris me how much that's gone up I mean look at it's it it is we we're creating now a market that has more liquidity more transparency and I'm I'm pleasantly surprised and I would never have predicted it before we filed it that we were going to see this type of retail so you thought you'd do good but not this good I thought yes yes well I did I bid is your ETF over at I shares it's about to overtake Grace scale which was in the business certainly a lot longer you look at the gains since January 11th when it first came about yes have you ever seen this much inflow this quickly into I bet is the fastest growing ETF in the history of ETFs so there you heard it from the horse's mouth he was pleasantly surprised they were expecting high demand but it went beyond their expectations so incredibly bullish and uh the we are still in the early Innings of this ETF race because the raas and wealth managers are being educated right now now uh Charles gasparino who is one of the folks interviewing Larry uh there at Fox asked him about the ethereum situation with the SEC and if the SEC were to classify ethereum is security would that be a problem so uh here here's the exact words um as Elanor Tera Fox Business is reporting there's a lot of noise about the SEC decl clearing ether security which would take it out of the Bitcoin category as a commodity how does that translate into an ETF Larry says I don't think look I and I really can't talk about this but I don't think that designation is going to be that deleterious uh gasparino says so even if it's a security you could start an eth ETF F says I think so yeah so let me break this down for you is Black Rock and the rest of the wall stre Banks and investment firms and so forth able to put Securities in ETFs of course they are they've been doing it for a long time right they put equities and traditional assets and securities in ETFs already so it doesn't matter what the categorization of crypto assets are for them because they have the license to do it and they have already they already have the infrastructure so this is a clear indication of Wall Street time trying to take over this industry now we still have to let things play out I don't think ethereum is a security I don't think the SEC can uh go ahead and do this because they haven't provided regulations Congress hasn't provided regulations this is the battle that's taking place plus the history the context right the SEC worked with the cfdc to approve the Futures ethereum ETF um plus Bill hinman's history of saying ethereum is not a security and the cfdc continues to rule that it it is a commodity so we're seeing the turf war taking place so Larry doesn't really care one way or the other because he can still sell it through ETFs right so that's why for him it's okay but for you and I and the exchanges who may not be participating in ETFs that would be a problem but understand the distinction there of why Larry's like yeah so it's not a big deal for me because we can wrap anything in a ETF because we have the license to do so we've been doing it for a long time but uh guys the race is heating up here for the ethereum spot ETF because today $4.5 trillion asset manager Fidelity filed their S1 form for a spot ethereum ETF with staking included so uh it's the race is on again just like it was for uh Bitcoin amazing what's taking place now quick word from our sponsor and that is bitgo bitgo is one of the top crypto custodians in the crypto Market they have been through multiple Bull and bare Market Cycles many big companies in the crypto industry use them such as panta capital does Dan Morehead bitstamp even Nike uses uh bitg Go's wallet services for its nfts so bitgo has hot wallets custodial wallets self-managed coal wallets nft wallets and much more they have great security insurance and much more so if you'd like to learn more about bitgo visit bitg go.com or check out the link in the description now let's move ahead we got big updates in the coinbase versus versus SEC lawsuit so judge FIA if I'm saying that right has denied coinbase's motion to dismiss and will allow the secc to continue with its case against the company in regards to the allegation that it operates as an unregistered exchange broker clearing agency and through its staking program engages in the unregistered offer and sale of Securities uh Elanor Tera Fox Business reported on this she said off to discover we go so this is a win for the SEC but it's not a big issue in the sense that this case is not over there's still more to go that's why she said off to Discovery we go it's kind of like what took place with the Ripple lawsuit they are going to battle this out and of course quite a few folks waigh in because there was a nice win for the uh industry so Elanor uh continued here she says so what's next for coinbase following judge fia's ruling the court will set a full Discovery schedule and each side can request documents for the discovery process sources familiar tell me some of this case could be undermined and exposed through Discovery so coinbase will attempt to get as much discovery on the SEC as they can during the process and the SEC will do the same she says I remember during the Ripple case the discovery process acted like a window into the mind of the SEC we were able to see what the agency was thinking and saying internally in regards to Ripple and The Wider crypto industry the same applies here in terms of timing as we know from the Ripple case Discovery can take many months and then you have the process of filing summary judgment briefs and then a potential trial on top of that so this case will drag out over a year at the very minimum this thing is going to go for the long term folks so in the meantime I'm told one of coinbase's more near term options could be to file an interlocutory appeal on some of or all parts of the denial to of motion to dismiss if their lawyers think that it makes sense to do so the SEC filed a request for an interlocutory appeal following judge Taurus's summary judgment decision in the Ripple case but they were ultimately denied interlat appeals before final judgments are notoriously hard to obtain this thing is going to continue here folks and look at the end of the day all of this may have to go to the Supreme Court which you know initially had put together the Howe test um and we need to get the Howe test updated not that we need to abolish the how test we just need a maybe a subcategory for crypto assets and how you treat them because they are not oranges on an orange field somewhere in Florida these are tokens distributed globally outside of the sec's jurisdiction and they're on decentralized network so it's it's not the same thing and we have to get updated rules and regulations and this is where Congress needs to act the SEC needs to work with Congress but we're dealing with scumbag regulator Gary genso here and remember the SEC approved coinbase to go public right knowing their business model knowing what tokens they're selling and much more and coinbase has one of these strictest processes for listing tokens so this is all about Road blocking and trying to shut down these crypto startups not kill crypto they can't do it but it's to allow the banking incumbents to catch up because they're getting disrupted significantly this is why you see Jamie Diamond partnering with Elizabeth Warren on talking points and much more and of course who controls Gary genser who's the on the leash it's Gary and he's controlled by Elizabeth Warren now Paul Graal Chief legal officer at coinbase weigh in on this news I'm not going to read everything he published here I'll give you part of the tweets that he put out here he said today the court decided that our SEC case will move forward on most of the claims but dismissed the claims against the coinbase wallet so that was a big win we were prepared for this and we look forward to uncovering more about the sec's internal views and discussions on crypto regulation early most ions like ours against a government agency are almost always denied but Clarity is the ultimate goal and today's decision continues us on that path while we continue this process and any necessary appeals we encourage Congress to build on the momentum we saw last year to advance comprehensive digital assets legislation in the US this is critical if you want Innovation to remain in the US now Jake traversi highlighted something here and I want to give his perspective because it's from a neutral standpoint he's not with the SEC he's not with coinbase he said the court just decided coinbase's motion for judgment on the pleadings overall SEC wins there are some positives it's great for defi that the wallet is not a broker so talking about coinbase wallet and there's good language on other issues like Ho's investment of money prong he says but the court cited with the SEC incorrectly in my opinion that's is what he's saying on several key issues for example the court ignores the contract in investment contract and says how he applies to purely secondary Market transactions it also adopts the sec's ecosystem theory of common Enterprise he says this is a disappointing outcome especially since hopes ran high after oral argument in January but it's only the beginning not the end of the sec's case against coinbase specifically as well as its campaign to attack crypto generally we all live to fight another day so the fight goes on folks this is why you got to contact your representatives vote for those who are pro crypto and uh we got to put the pressure on Congress to get regulations through and we got to call out scumbag regulator Gary genser just like that we had to with the deadbox situation where the judge sanctioned the SEC for lying to the court we have to highlight that news and get it out there because part of this is an Optics game right Gary knows how to play the game this is why he'll do his victory tour on small judgment wins but he nowhere to be found when they get sanctioned or they take a massive loss and get called arbitrary and capricious and much more but uh the courts we've seen guys for the most part are not putting up with the lies or hypocrisy of the SEC so um this is going this whole thing is going to go into Discovery and we'll go from there now interestingly enough Edward Snowden weighed in on this news I was surprised he weighed in he is uh someone who's a fan of Bitcoin but he says this doesn't bother me if the SEC keeps AC in bad faith like this they're going to lose so hard in court that they'll never be able to do this to anyone ever again remember when the SEC got spanked so badly that genser had to approve the Bitcoin ETFs with tears in his eyes yeah so uh Edward Snowden weighing in here and uh you know he's he's someone that people pay attention to and um you know from a tech perspective and regulations and legislation and governments and so for it so even he sees the overreach here and is calling it out now folks we got some interesting news from HSBC so hsbc's gold token goes live for retail investors in Hong Kong HSBC is claiming bragging rights for being the first bank to create a blockchainbased real world asset aimed at retail investors folks I've been telling you all for years the token economies coming everything on the blockchain tokenization fractionalization and much more they're going to put real estate gold Comm different Commodities are going to go on the blockchain so incredible what's happening and what I've been telling you guys is to pay attention to which blockchains they use because that will be uh very interesting so the tokenized gold product is available via HSBC online banking and HSBC HK mobile app HSBC gold token is minted on the bank's Orion digital assets platform so this is interesting in November of last year HSBC teased a tokenized goal offering planned as part of the bank's new digital asset custody platform created in partnership with swiss-based crypto safekeeping specialist Medico now if you all recall uh Ripple purchase Medico and uh I had my interview with David Schwarz of Ripple we talked a bit about this so um we're not there's no news here as to which blockchain but I hope that news comes out eventually here's a quote we are proud that HSBC gold token powered by HSBC Orion is the first retail product in Hong Kong that is based on distributed Ledger technology as authorized by the Securities and features commission said HSBC Hong Kong head of wealth in personal banking Maggie NG I don't know how you pronounce that in a statement so folks I think we're starting to see the token economy grow here globally wait till they start putting real estate on it and and other Commodities uh interesting times ahead folks uh this is why we are still early and uh you pay attention to the tokenization news and we of course recently heard from Black Rock that they're tokenizing on ethereum uh investment funds they're working with securitized and coinbase so big big news here folks um well that's the news everybody don't forget I'll be at the DC blockchain Summit May 15th and 16th you can get a discount on tickets using my link and code thinking crypto link will be in the description I would love to meet you guys there and uh you know talk a bit about crypto and and go Capitol Hill and meet different legislators and so forth um if you want to support the podcast guys please sign up for my free email newsletter also follow me on social platforms Tik Tok Instagram Facebook LinkedIn X much more uh it's it's free to follow it's free to like it doesn't cost you anything but it really supports the podcast trying to grow trying to get the brand out there so I would really appreciate if you take a couple minutes just to do those things thank you for watching and listening and I'll talk to you all later he
Comments 0