Will Bitcoin, ETH Get Replaced by Tokenized Equities? Kraken's Arjun Sethi Says No

Kraken co-CEO Arjun Sethi says capital is increasingly rotating beyond Bitcoin CRYPTO:BTCUSD and Ethereum CRYPTO:ETHUSD into perpetual futures, pre-IPO companies and tokenized equities, with AI-linked assets emerging as a new area of investor interest.Crypto Capital Has New Places To Go, Where?In a…

• Kraken co-CEO Arjun Sethi states that capital is rotating beyond Bitcoin and Ethereum into areas like tokenized equities and AI-linked assets, viewing this as a healthy diversification within the crypto ecosystem.
• Sethi emphasizes that tokenization is expanding the range of assets available on-chain, including traditional assets like equities and commodities, with Asia being a key growth market.
• Despite capital rotation, Sethi believes Bitcoin and Ethereum will not be replaced, as capital can flow back to them based on monetary conditions, and institutional adoption continues to grow across various crypto products.

Topics: Asset types, Institutional adoption, Public market, Alternative assets, Asset manager initiatives, Stock equity tokenization

Tags: #tokenizedequities #bitcoin #ethereum #kraken #arjunsethi #capitalrotation #ailinkedassets #institutionalcapital #onchain #etfinflows

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Coinbase's Ryan VanGrack: CFTC Approval "Opens Many Doors" For Bitcoin

Proposed SEC rules could boost direct Bitcoin ownership for advisors. Coinbase’s Ryan VanGrack explains why ETFs and direct holding can both thrive.

• Coinbase's Ryan VanGrack believes proposed SEC custody rules will simplify direct Bitcoin ownership for investment advisors, fostering institutional capital inflow.
• He views both Bitcoin ETFs and direct ownership as complementary strategies, highlighting the accelerating traditional finance adoption of digital assets.
• The article also touches upon tokenization as a significant upgrade to trading infrastructure and discusses the need for further regulatory clarity in Washington.

Topics: Institutional adoption, Legal regulatory, Blockchain usage, Asset manager initiatives, Securities law classification, Ethereum evm l 1 s

Tags: #coinbase #ryanvangrack #cftcapproval #bitcoin #seccustodyrules #etfs #directownership #institutionalcapital #tokenization #clarityact

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Avalanche mit 266 Millionen Dollar neuen RWA in 30 Tagen, Kurs bei 11,11 Dollar: Das solltest du beachten

Avalanche sammelte 266 Mio. Dollar neue RWA in 30 Tagen, AVAX steht bei 11,11 Dollar. Was hinter dem Zuwachs steckt und was für dich zählt.

• Avalanche saw significant RWA growth in September, adding $266 million, primarily driven by tokenized equities, with its AVAX token trading at $11.11.
• However, nearly half of this growth is attributed to a single issuer, Securitize, tokenizing its own SECZ token, raising questions about the breadth of adoption.
• The article advises investors to differentiate between RWA growth and total RWA holdings, consider regulatory implications, and understand the specifics of AVAX investment, including staking and tax implications in Germany.

Topics: Asset types, Scalability, Institutional adoption, Alternative assets, Growth metrics, Asset manager initiatives

Tags: #avalanche #rwa #tokenizedstocks #securitize #secztoken #bnbchain #ethereum #solana #avax #institutionalcapital

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Bitwise Onchain Solutions Becomes Solana's 5th-Largest Validator After 1.27M

Bitwise's Onchain Solutions validator closed August as Solana's 5th largest

• Bitwise's Onchain Solutions validator has become Solana's 5th-largest, driven by 1.27 million SOL in net staking inflows during August, primarily from its BSOL ETF.
• The BSOL ETF, which holds 9.33 million SOL and stakes 96% of it, crossed $1 billion in assets under management and accounts for 80% of US spot Solana ETF flows.
• This ETF-driven concentration in a single validator highlights a new pattern of stake distribution on Solana, contrasting with traditional independent delegator models and occurring amidst a decline in active validators.

Topics: Institutional adoption, Blockchain usage, Scalability, Asset manager initiatives, Ethereum evm l 1 s, Institutional capital inflows

Tags: #bitwise #solana #validator #bsoletf #staking #onchainsolutions #sol #institutionalcapital #etfinflows #chorusone

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Why RWA Crypto Grew While the Rest of DeFi Contracted

RWA deposits in DeFi lending tripled from $2.3B to $7.4B. Broader DeFi deposits fell 15%. This divergence tells you more than the headline number. Here's what's actually happening.

• Tokenized Real-World Assets (RWA) in DeFi have seen significant growth (deposits tripled to $7.4B) while broader DeFi deposits contracted by 15%, indicating a shift towards assets with tangible utility.
• This divergence is driven by institutional capital seeking real yields from cashflows, efficient settlement, and compliance infrastructure, favoring permissioned DeFi environments over speculative protocols.
• The trend signifies a maturing market where RWA are increasingly used as composable financial primitives, offering functionalities like simultaneous yield generation and collateralization, distinguishing them from purely speculative crypto assets.

Topics: Institutional adoption, Integration with defi, Asset types, Asset manager initiatives, Rwa collateral lending, Financial instruments, Public debt

Tags: #rwa #defi #institutionalcapital #yield #composability #privatecredit #ustreasuries #compliance #blockchainutility

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USDT Is Becoming the Margin Currency for Crypto, Stocks, and Commodities

Every contract in Binance’s newly launched gold and silver options suite margins and settles in USDT.

• Binance is now using USDT as the margin and settlement currency for its gold and silver options, allowing traders to use existing crypto balances for these traditional assets.
• This move simplifies trading by removing currency conversion steps and bank hour dependencies, enabling 24/7 trading of commodity derivatives.
• The adoption of stablecoins like USDT as collateral is seen as a significant step towards integrating traditional finance with crypto markets, potentially attracting institutional capital.

Topics: Asset types, Institutional adoption, Integration with defi, Stablecoins digital cash, Onboarding prime brokerage, Rwa collateral lending

Tags: #usdt #binance #goldoptions #silveroptions #margin #collateral #stablecoin #tokenizedtreasuries #commodities #institutionalcapital

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We Asked 3 AI Models if Hedera (HBAR) Price Can Ever Reach $10

Hedera has already shown that HBAR can deliver powerful moves, but reaching $10 would require a transformation far beyond another altcoin rally. The HBAR price is trading around $0.07762, down from its $0.5701 all-time high, even after gaining about 12% over the past week. With a...

• Three AI models (ChatGPT, Claude, Gemini) analyzed Hedera's (HBAR) potential to reach $10, concluding it's mathematically possible but extremely ambitious.
• Achieving $10 would require HBAR's market cap to surge from $3.4 billion to $438-$500 billion, necessitating massive enterprise adoption, significant institutional capital inflows, and substantial growth in the overall digital asset market.
• While Hedera has strong fundamentals like enterprise partnerships and tokenized asset use cases, the current tokenomics (fees pegged to USD, no fee-burn model) present challenges, making $10 an extreme upside scenario rather than a base-case forecast.

Topics: Asset types, Scalability, Institutional adoption, Alternative assets, Growth metrics, Asset manager initiatives

Tags: #hedera #hbar #aianalysis #pricetarget #marketcap #enterpriseadoption #tokenizedassets #institutionalcapital #valuation #cryptocurrency

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Billionaire Tim Draper Backs Cardano Accelerator to Drive DeFi Growth

Draper University partnered with Cardano and Orion Fund to launch the Apex acceleration program in Silicon Valley. Selected startups will receive up to $70,000 in funding in exchange

• Billionaire Tim Draper, through Draper University, has partnered with Cardano and Orion Fund to launch the Apex Growth Accelerator in Silicon Valley.
• The 10-week program will fund selected startups with up to $70,000 in exchange for equity, focusing on DeFi, Web3 infrastructure, and RWA tokenization.
• This initiative aims to bridge traditional capital markets with smart contract architecture and leverage Bitcoin liquidity within the Cardano ecosystem.

Topics: Institutional adoption, Integration with defi, Asset types, Asset manager initiatives, Rwa collateral lending, Financial instruments

Tags: #timdraper #cardano #defi #web3 #startupaccelerator #rwatokenization #institutionalcapital #draperuniversity #orionfund #eutxo

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The $3 Billion Liquidation Shockwave and the Tokenized Treasury Tollbooth

The $3 Billion Liquidation Shockwave and the Tokenized Treasury Tollbooth by Sheni Ogunmola. Daily Morning Logic | Institutional Equity Research Executive Overview: The Macro Liquidity Dam Breaks A …

• A significant liquidation event in crypto was triggered by macroeconomic factors, specifically the US Treasury's bond buybacks, leading to a rotation of global liquidity into risk assets.
• Ondo Finance is positioned as a key infrastructure provider, offering tokenized US Treasury products ($USDY, $OUSG) that capture institutional capital migrating to the blockchain, evidenced by its $1B+ TVL and $27B+ platform volume.
• The article highlights Ondo's regulatory compliance, continuous fee capture, and integration with BlackRock as key advantages, suggesting its $ONDO token presents an asymmetric investment opportunity with significant upside potential.

Topics: Asset types, Infrastructure providers, Institutional adoption, Financial instruments, Tokenization platforms, Asset manager initiatives

Tags: #ondofinance #tokenizedtreasuries #ustreasury #blackrock #institutionalcapital #liquidityrotation #onchain #yield #regulatorycompliance #tvl

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Oxbridge Re (OXBR) Q2 2026 Earnings Call Transcript

Reinsurance tokenization platform SurancePlus raised over $16 million since launch.

• Oxbridge Re reported a return to profitability in Q2 2026, driven by its tokenized reinsurance platform, SurancePlus, and the launch of a new AI data center infrastructure business, AI GridWorks.
• SurancePlus successfully raised over $16 million and issued 1.27 million tokenized securities on the Solana blockchain, while AI GridWorks aims to develop and operate AI data centers, leveraging SurancePlus for tokenized investment opportunities.
• The company's dual-platform strategy focuses on developing and owning physical infrastructure assets while utilizing tokenization to provide investor access, aiming for long-term growth and shareholder value.

Topics: Asset types, Infrastructure providers, Integration with defi, Alternative assets, Tokenization platforms, Rwa collateral lending

Tags: #oxbridgere #suranceplus #aigridworks #tokenizedreinsurance #datacenters #solanablockchain #realworldassets #institutionalcapital #financialinfrastructure #q22026earnings

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The $2T market still running on spreadsheets

How blockchain is transforming private credit.

• The private credit market, valued at $2 trillion, still largely relies on inefficient, spreadsheet-based systems, leading to lengthy funding cycles.
• Blockchain technology is transforming private credit by enabling onchain loan lifecycles, from origination to repayment, significantly compressing funding and operational times.
• While tokenization can improve ownership wrappers, the true value lies in creating digitally native loan lifecycles on shared, reliable infrastructure, attracting institutional capital and reducing operational costs.

Topics: Private market, Infrastructure providers, Scalability, Private credit debt funds, Tokenization platforms, Market depth liquidity

Tags: #privatecredit #tokenization #blockchain #spreadsheets #onchain #fundingcycle #assetbackedfinance #operationalefficiency #institutionalcapital #avalanche

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ManageLife and Awaken Finance Form Long-Term Partnership with $15 Million Capital Allocation

San Francsico, CA — August 10th, 2026 — ManageLife.IO, Inc., the real estate tokenization and AI-powered financing platform, today announced that Awaken Finance has allocated $15 million to ManageLife for their $MLife TGE. This is a partnership built for the long term. ManageLife gains committed capital it can draw at its own discretion as the platform scales. Awaken Finance gains a structured position in one of the most tangible use cases in Web3: real-world real estate on-chain. "This gives...

• ManageLife.IO has secured a $15 million capital allocation from Awaken Finance to support its $MLife Token Generation Event (TGE) and platform scaling.
• The partnership aims to increase liquidity and transparency in real estate ownership by combining institutional capital with tokenized property and AI-driven financing.
• This collaboration is positioned to lower barriers for ordinary investors to participate in the real estate market, supporting ManageLife's roadmap for regulatory rollout and product expansion.

Topics: Asset types, Infrastructure providers, Scalability, Real assets, Tokenization platforms, Institutional capital inflows

Tags: #managelife #awakenfinance #realestatetokenization #aipoweredfinancing #mlifetge #web3 #onchainrealestate #institutionalcapital #tokengenerationevent #investoraccess

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STRATUM Launches Strategic Asset Intelligence Platform for African Mining and EV Battery Minerals

Africa holds roughly one-third of the world’s critical mineral reserves, yet many resources go untouched due to a lack of institutional capital....

• STRATUM has launched a new platform to provide verified intelligence on African mining and EV battery minerals, aiming to bridge the gap between untapped resources and institutional capital.
• The platform offers de-identified, verified data on critical minerals like gold and lithium, facilitating investor evaluation based on evidence and adhering to mining standards.
• Future plans include STRATUM X for commissioned ground-truth intelligence and STRATUM XT for tokenization and regulated settlement of mineral assets.

Topics: Asset types, Infrastructure providers, Scalability, Real assets, Tokenization platforms, Institutional capital inflows

Tags: #stratum #africanmining #criticalminerals #evbatteryminerals #lithium #gold #investmentplatform #duediligence #tokenization #institutionalcapital

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How thin weekend Bitcoin liquidity turns minor geopolitical news into massive Monday price gaps for ETF holders

An investor who owns Bitcoin through a brokerage account can finish work on Friday, check the closing price of a spot ETF, and assume the position is done

• The article explains how thin weekend liquidity in Bitcoin markets, combined with geopolitical news, can lead to significant price gaps for Bitcoin ETFs when traditional markets reopen on Monday.
• While Bitcoin trades 24/7 globally, US-listed ETFs follow a traditional market calendar, creating a disconnect where ETF investors cannot react to weekend price movements until Monday's trading session.
• This phenomenon highlights the trade-off between the convenience of ETFs for institutional access and the inherent 24/7 nature of the underlying Bitcoin asset, impacting price discovery and investor experience.

Topics: Institutional adoption, Scalability, Market cycles macro sensitivity, Asset manager initiatives, Market depth liquidity, Market volatility liquidity

Tags: #bitcoinetf #weekendliquidity #pricegaps #geopoliticalnews #wallstreet #institutionalcapital #marketmakers #tradinghours #assetpricediscovery #cryptomarket

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BlackRock targets Apollo, Blackstone, and Blue Owl in private credit with $220B war chest

• BlackRock has significantly expanded its private credit presence with a $220 billion platform following the acquisition of HPS Investment Partners, positioning itself as a major competitor to Apollo, Blackstone, and Blue Owl.
• Despite its scale, BlackRock's HPS Corporate Lending Fund (HLEND) has faced redemption pressures, leading to redemption caps, indicating potential cracks in the sector.
• BlackRock's entry into private credit, alongside its role in Bitcoin ETFs, makes it a key indicator of institutional capital flow and market trends.

Topics: Asset types, Institutional adoption, Private credit high yield, Asset manager initiatives

Tags: #blackrock #privatecredit #apollo #blackstone #blueowl #hpsinvestmentpartners #acquisition #redemptionpressure #institutionalcapital

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Circle mints $500M in USDC on Solana as stablecoin liquidity migration accelerates

• Circle has minted $500 million in USDC on the Solana blockchain, continuing a trend of shifting stablecoin liquidity towards Solana.
• This migration is driven by demand and a partnership with the Solana Foundation, increasing Solana's share of the global USDC supply.
• The influx of stablecoins is expected to enhance liquidity, tighten spreads, and improve execution for traders within Solana's DeFi ecosystem.

Topics: Asset types, Blockchain usage, Scalability, Stablecoins digital cash, Ethereum evm l 1 s, Growth metrics

Tags: #circle #usdc #solana #stablecoin #liquidity #defi #minting #onchain #institutionalcapital

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Best Crypto to Invest In for 2026: SUI Sits 86% Below Its Peak, Pepeto Presale Sprints Toward Binance Listing With Buyers Flooding In Daily

The best crypto to invest in conversation just shifted. SWIFT launched live pilot transactions on a blockchain ledger this week, with Citi, HSBC, UBS, and Wells Fargo among 17 banks testing tokenized deposit settlements that clear around the clock, according to CoinDesk.  When the payment network that moves five trillion dollars per day starts settling […]

• SWIFT has successfully piloted tokenized deposit settlements with major banks, signaling a significant shift towards blockchain integration in traditional finance.
• Pepeto presale is experiencing strong investor interest, driven by its perceived potential for a Binance listing and its unique tokenomics, positioning it as a potential high-return investment.
• SUI is trading significantly below its all-time high, with institutional interest and CME futures providing a recovery case, while Mutuum Finance faces challenges entering a competitive lending market.

Topics: Institutional adoption, Blockchain usage, Integration with defi, Banking depository pilots, Ethereum evm l 1 s, Rwa collateral lending

Tags: #pepeto #swift #tokenizeddeposits #sui #binancelisting #institutionalcapital #blockchainpilot #defi #presale #cmefutures

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Stellar Grabs a Slice of $60B Pie: $2.50 Coming For XLM?

Some seasoned charterers believe Stellar Lumens (XLM) has the strongest setup in monthly terms. Now, the ascending trendline presents Fibonacci extension | Bitget crypto news!

• Stellar (XLM) is showing strong technical indicators and potential for a price surge to $2.50, driven by its growing role in tokenizing real-world assets (RWAs).
• The Stellar network's open base layer with optional privacy controls is attracting institutional interest, exemplified by Franklin Templeton's BENJI fund and potential use by the DTCC for its tokenization project.
• While technicals suggest a bullish outlook, reaching $2.50 for XLM would require significant market capitalization growth and continued adoption of Stellar for RWA tokenization, including government money market funds.

Topics: Asset types, Institutional adoption, Integration with defi, Financial instruments, Asset manager initiatives, Rwa collateral lending

Tags: #stellarlumens #xlm #tokenization #realworldassets #dtcc #franklintempleton #benjifund #tbills #fibonacciextensions #institutionalcapital

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Franklin Crypto CIO says crypto prices are disconnected from fundamentals

Latest developments: In an interview with Jennifer Sanasie on CoinDesk's Public Keys Ginns said the convergence between traditional finance and crypto continues to gain momentum despite

• Franklin Crypto's CIO notes a significant disconnect between current crypto prices and underlying fundamentals, despite increasing institutional engagement.
• Key developments driving institutional interest include tokenized money market funds, tokenized equities, and broader financial infrastructure convergence.
• Regulatory clarity, particularly from the CLARITY Act, and improved tokenomics are seen as crucial catalysts for future market growth.

Topics: Institutional adoption, Integration with defi, Blockchain usage, Asset manager initiatives, Rwa collateral lending, Ethereum evm l 1 s

Tags: #franklincrypto #tokenizedmoneymarketfunds #institutionalcapital #clarityact #tokenomics #uniswap #aave #chainlink #stellar #traditionalfinance

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Franklin Crypto CIO says crypto prices are disconnected from fundamentals

Latest developments: In an interview with Jennifer Sanasie on CoinDesk's Public Keys Ginns said the convergence between traditional finance and crypto continues to gain momentum despite

• Franklin Crypto's CIO notes a significant disconnect between current crypto prices and underlying fundamentals, despite increasing institutional engagement.
• Key developments driving institutional interest include tokenized money market funds, tokenized equities, and broader financial infrastructure convergence.
• Regulatory clarity, particularly from the CLARITY Act, and improved tokenomics are seen as crucial catalysts for future market growth.

Topics: Institutional adoption, Integration with defi, Blockchain usage, Asset manager initiatives, Rwa collateral lending, Ethereum evm l 1 s

Tags: #franklincrypto #tokenizedmoneymarketfunds #institutionalcapital #clarityact #tokenomics #uniswap #aave #chainlink #stellar #traditionalfinance

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