저자: 미상 · 외국인
요약 보기
제이미 다이먼·래리 핑크 등 월가 인사들이 블록체인·토큰화를 추진 중이며, 체인링크(LINK)가 Swift 등 은행 인프라의 핵심이 될 것이라 주장. 또 ICP(인터넷컴퓨터)는 매출 대비 저평가, TAO(bittensor)는 AI 수요로 성장 가능성이 크다고 주장. 미국 정부(David Sacks)의 스테이블코인 입법이 수조 달러 유입을 촉발해 강세장 가능성이 있다고 예상.
다듬은 글
I want the SEC to rapidly approve the tokenization of bonds and stocks blockchain is a technology Ledger system that we use to move information I would encourage you to look at a project that I'm starting to focus a little bit on called benser so as you may know by now the entire mission of this channel is to make lifechanging returns by investing in early stage assets that have explosive upside because they're part of enormous Mega Trends one of the most obvious examples of this was the early days of the internet no one understood it Amazon cratered 90% several times across a few years but eventually the Revolutionary nature of the technology emerged and it went on to 600x and make the founders and early investors billionaires right so what is the secret sauce it's being able to see the future if you knew how big Ecommerce would be and how big cloud computing would be it'd be very easy to invest in Amazon early on on and so the only Mission today when it comes to investing because we're not wasting our time on 5 8 10% returns we're not going to leave the Matrix and reach Financial Freedom doing that unless you're already super wealthy and you're preserving your wealth but if you want to escape the matrix and be financially free we have to find those life-changing assets right so let's look at the future that's being built by the most powerful people on the planet because that's going to give us a very clear indicator as to what the future is going to look like then it becomes easy to figure out what to invest so to start let's take a look at Jamie Diamond the head of the largest bank in the world JP Morgan blockchain is a is a technology Ledger system that we use to move information we've used it to do overnight repo intraday repo we've used it to we're going to use it we've used it to move money right so that is a ledger that's a technology Ledger type of thing that we think will be Deployable so he's clearly admitting that blockchain has utility that his multi hundred billion dollar bank is going to be using right so right there it's an admission how valuable this technology is going to be right that's an older quote this is a brand new quote in 2025 I think there will be really use for blockchain and stable coins we have the thing called the JP Morgan deposit token so you can move money it's a JP Morgan deposit worth par wherever you go JP Morgan is a major user through platforms like Onyx and onyx now rebranded as Conexus by JB Morgan originally runs on a blockchain platform rooted in ethereum technology specifically it's built on Quorum and Enterprise Focus permissioned blockchain that JP Morgan developed in 2016 is a fork of ethereum so Quorum isn't built on ethereum but it's a clone of ethereum it's the JP Morgan's private blockchain so most people would look at this and say well how is that bullish for assets like ethereum and crypto when JP Morgan has all their technology in house well again let's dive deeper into the Future these guys are building before our very eyes here's Larry thinkink we're going to see how it all works together but here's Larry F the head of Black Rock as a huge believer of crypto and and and and blockchain and tokenization I I mean I want the SEC to rapidly approve the tokenization of bonds and stocks that will simplify things make things easier um some of the attacks on Black Rock black rock would never have to vote on appr proxy anymore because every owner record would be notified through a tokenization of equities and we had and it would save more money for more people it would bring down the cost of ownership of stock and bonds so those are the type of financial reforms we need okay so those are the types of financial reforms we need and the type of financial reforms we're getting he's talking about the entire stock market the entire Bond Market tokenized on these blockchains now what crypto assets are going to benefit from the tokenization of tens of trillions of dollars of the world's value well again let's dive deeper down the rabbit hole what technology are these organizations building on Black Rock leads $47 million round for securitize another step in the evolution of our digital assets strategy that guy is Carlos Domingo the co-founder and CEO of securitize and this is what he said very recently about what technology they're using you can see a world where I can take an oracle from chain link that actually injects in the smart contract the enough calculation on a daily basis and then the smart contract is rasing and issuing new tokens all the time without any blockchain transaction and then that completely eliminates human intervention human error like everything disappears and everything collapses in one place everything is software everything is automated and this is you know a huge huge cost saving which translates into better fuse for customers into more efficiency markets Etc I can see that world as well it's coming we'll do it together so I don't know if you've seen that clip before but it speaks again to the world the most powerful people on the planet are building imagine if you could again look into the future and see how big amazon would be well these guys it takes some research it takes some digging but you can see exactly what they're building they all understand how important blockchain technology is and they're building a platform to tokenize tens of trillions of dollars of the world's value and sec tize which black rock is using plans on using chain links blockchain architecture to secure and provide the data needed to power all this tokenization what about JP Morgan right JP Morgan has their private blockchain now JP Morgan is part of the Swift Network the Swift network is a network of 11,000 plus Banks let's see what one of the leaders of digital asset transformation at the Swift Network said because again JP Morgan which fully acknowledges how important blockchain is going to be fully acknowledges that they're going to be using it J Morgan is part of the Swift Network that's going to give us an indication of what technology JP Morgan is going to ultimately be using if they want to be part of the Swift Network more and more of the banks and institutions are actually launching their own tokenization platforms they're starting to test out this technology for the potential benefits that it can bring it's natural for us to try and step in and be able to support our community with interacting with those and so when you look at at chain link and Swift I mean Swift has over 11,000 financial institutions today 235 Plus Market infrastructures but but chain link is a is a strong complement in the sense that they have all the integration to all the different blockchain networks that exist today so why would Swift think it's in our best interest or the community's best interest to try and go and integrate with all these different blockchains and all the different kind of knowhow that you need to have to do that when you have a strong player and a partner in chain link uh already that's doing that today institutions don't know which blockchains they're going to have to connect to or they they know what they have today but in the future uh like how do you know in 5 years these blockchains will be around and and they don't want to have to go and invest an entirely new parallel infrastructure in order to do that so they have all the the investment that they've ramped up in Swift for a number of years and when you think about a return on investment and kind of speak Market can they just leverage all the existing infrastructure processes connectivity messaging Etc to be able to access uh these new networks right and so that's that's kind of what we've done with train link you know we successfully demonstrated that from a technical standpoint and a number of the institutions that are members of Swift are also having conversations with chain link it really doesn't get bigger than that when you understand that he's speaking for over 11,000 banks around the world and what technology they're going to use he's essentially saying there's no competitor chain link makes it easy for all these Banks to connect to the new internet that is being built now where does this leave JP Morgan as much as Jamie Diamond doesn't want to make crypto investors Rich by paying public architecture decentralized architecture here's the truth JP Morgan could technically operate without being connected to Swift but it would be a logistical and strategic nightmare for a bank of its size and Global reach Swift is the backbone of international payments handling secure messaging for trillions in crossb transactions daily JP Morgan processing nearly 10 trillion in payments daily across the 160 plus countries relies heavily on Swift for its efficiency standardization and network of over 11,000 financial institutions without it the bank would lose seamless connectivity for high value and crossb transfers which are core to its business so in order for JP Morgan and Jamie Diamond's Bank to connect to the financial system which they're heavily reliant on they're going to have to use Swift they're going to have to use chain link which Swift is using right so all roads so far in this discussion from the most powerful people on the planet Larry thinkink Jamie Diamond lead to using chain link as the global future infrastructure layer of the new internet so let's pivot over to Silicon Valley what are some of the most influential people in the tech world and the government World saying about certain blockchain assets this is chamoth pipia explaining benser it's like this web 3 Model does actually apply here where there are some really interesting Early Adventures in crowdsourcing technical completion I would encourage you to look at a project that I'm starting to focus a little bit on called benser and I was like what is this thing and it's basically a thing where you go and solve technical problems and produce features that people require that need and you get paid in this underlying currency that is actually distributed form of venture that actually makes sense Bounty essentially yeah we like you know 15 companies that need a replacement to Salesforce just say here's the Bounty and here's the feature set and it's a A crowdsourced or a community sourced PRD and then some l spits out the coast like that is this crazy new world that we're going through so it's all about speed of execution the person he's sitting next to this person is David Sachs and we're g to get into Who David Sachs is and why that's important but what chamoth is talking about is the Revolutionary nature of bit tenser we cover on this channel how Barry silbert a multi-billionaire early stage investor in Bitcoin is pivoting heavily into to and essentially what to what bit tenser is is it's similar to Bitcoin in that it has a 21 million fixed Supply but instead of paying miners to solve a hash problem it pays the smartest people on the planet to solve real world machine learning problems or science problems or whatever the community finds valuable and so at the current price of bit tenser the budget of to missions that it's giving to the smartest people in the world to create the most revolutionary technology on the planet is over a b million dollars per year so these subnets that benser is paying are starting to earn tens of millions of dollars per year in Revenue so they're all like these AI startups and so we cover too a lot it's massive Barry Silver's huge into it we have chamoth noticing it we have Silicon Valley starting to notice it in a big way right it's decentralized that's what makes it crucial it's like a chain reaction in cyberspace it can't be shut down and so Again David Sachs was sitting right next to chamoth when he was describing this revolutionary technology who is David Sachs these the White House cryptos are and White House cryptos are David Sachs says his first priority is stable coin legislation so what they want to do is grease the wheels for trillions of dollars to move into the stable coin world to run on top of blockchains and so what happens when trillions of dollars of stable coins flood the blockchain world with liquidity a lot lot of these high quality assets absolutely pump so cryptos R David sack says clear rules of the road for digital assets could be set within six months so that's February 9 2025 expect later in the year potentially coinciding with a massive bull market as the floodgates open for trillions of dollars of institutional Capital to pour into the space why do they want that to happen because crypto Zar David Sachs sees stable coins creating trillions in demand for us Treasures so this is kind of like their strategy of creating a huge amount of demand for us treasuries because as money pours into these stable coins the stable coin issuers buy us treasuries so that's a huge source of demand for United States government debt right they're using crypto as a tool and so they're literally doing everything they possibly can to make sure this space thrives Trump's SEC drops lawsuit against coinbase delivering Victory to crypto Giants so we have Dominic Williams the head of the definity foundation which is building the internet computer excited by this fantastic work by coinbase bringing this misguided lawsuit to an end it's a win for the whole crypto industry let's bring the focus on Innovation and wider adoptions he's obviously very excited that the floodgates are about to open for institutional Capital into these assets because institutional capital is smart money they hire analyst lists to figure out which assets have the best fundamentals and what no one realizes is that a lot of these assets are cash flowing businesses they're decentralized businesses selling a service chain link is selling it's blockchain architecture ICP the internet computer is a world computer selling compute attached to a tamper proof blockchain that's what a lot of these blockchains are they sell block space it's not just a blockchain it's a world computer so when you pay the network you're paying for compute you're paying for data storage no other blockchain on the planet can currently house pictures data and compute all on chain ICP is the only one so again when this institutional Capital floods into this space they're going to look at charts like this which compare the revenue generated by these protocols and so what we can see is that the internet computer out of millions of crypto assets is the 23rd highest rank crypto asset in terms of revenue generated in the last 90 days with $6.7 million again this is all in the depths of a crypto winter there's no smart money in the space no one understands what's going on so if you can be a high quality asset generating this much capital in a crypto winter you're going to survive you're most likely going to thrive if you're the 23rd asset currently ranked who is the internet computer beating it's beating the BNB chain which generated $6.4 million Revenue in the last 90 days right B&B Chain's market cap is in the tens of billions of dollars so it's a massive asset ICB is a tiny market cap and it's making more money than B&B chain so again institutional capital is going to realize one day the Deep value in the internet computer again it's making more money than the B&B chain it's making more money than injective it's making more money than telegram a multi-billion dollar Tech company's blockchain ton which only made three million in the last 90 days more than Avalanche right how much money is Avalanche spent on massive Partnerships it's only it's only making $3 million ICP is making double that the internet computer is making more than near protocol a lot of hype around that asset it's making more than polygon which only made a million dollars of Revenue in the last 90 days right ICP is a cash cow because it provides compute it provides data storage it does a lot more than what these other blockchains do so it doesn't need the adoption of salana to make more money than salana and to go hyper deflationary and to cause the price of the asset to spike from all the buying pressure that's how it works the more Revenue the more the network gets paid the more deflation area goes because tokens are burnt so smart money is gonna realize this one day that's why Dominic Williams is very excited that US government is supporting this space right because smart money is going to change the game right they're only going to invest in assets that have incredible fundamentals and cash flow right so just unbelievably massive mive for the world computer so the most powerful people on the planet are building the future before our very eyes we have the government greasing the wheels for trillions of dollars of capital to flood in the space we have Wall Street greasing the wheels for trillions of dollars of capital to flood into the space that's what black rock is all about managing Capital they want the world's stock markets and bond markets tokenized that's going to float onto these assets chain Link's going to benefit we have Silicon Valley noticing benser we have David Sachs who's head cryptos are also with bit tensor on his radar and so investing for lifechanging returns gets really easy when these assets are selling off at deep deep deep discount and the smartest people on the planet are telling you that they're going to have a role in the future
Comments 0