EDEL $EDEL → tokenized-equity markets → trading/exposure → equity lending → using tokenized securities as margin T-RIZE $RIZE → issuance/control infrastructure → institutional asset lifecycle → collateral mobility → financing/repo infrastructure DTCC/DTC → underlying securities/custody → creates the regulated tokenized asset Canton $CC → allows all of those applications to interact privately and atomically.

$CC I’m not sure how this can be shaded. How many times have I looked at a project and said”if only I invested early” yet here is the project that a few years from now those after us will say “if only I had known”.

Fastest horse out the gate gets all the attention. Smart money watches the one built to run the whole damn race. 🐎 Let the tourists chase candles. I’ll keep stacking $CC. See you at the finish line. 🫡

Everything looks dead. Timeline is cooked. Bags are bleeding. Then out of nowhere… a little $RIZE of hope. 👀

I’m actually grateful for the selling pressure on $CC right now. Validators are earning rewards and may be selling, but that pressure won’t last forever. Canton rewards real network utility while usage burns fees. If selling slows as adoption grows, the setup gets very interesting. I have had moments of doubt but I have to ground myself in long term reality. The outcome ultimately is higher and much higher at that.

Execution moved to milliseconds decades ago. Settlement never did, it still runs on a cycle measured in days. @Wesarn_real's opening keynote at Canton Summit framed that gap as the starting point for rebuilding capital markets around programmable, composable assets. Watch now.

Edel has joined the DTC Digital Assets Solutions Industry Working Group, which was convened to provide feedback on the creation of @The_DTCC Tokenization Service. Edel will help shape this work alongside more than 100 other members, including several institutions at the core of U.S. capital markets such as @NYSE, @BlackRock, @GoldmanSachs, @jpmorgan, and @citsecurities. The DTCC Tokenization Service is expected to launch in Q4 2026.

BTC does not care about my portfolio, but my emotions can turn every chart into a lottery ticket. The lesson that changed my trading was learning to take predetermined, incremental profits instead of blindly holding forever or selling most of a position on the first move. A plan creates cash before the pullback and keeps part of the position working if price continues higher. I compare those three approaches across four market paths: a long-term rise, a choppy range, a round trip, and a sustained rally. Selling fixed portions into strength and redeploying freed cash at planned lower levels can outperform passive holding when markets retrace, while still preserving exposure when a chart keeps running. The point is not to predict the exact path; it is to decide in advance how much I will sell, where I will buy back, and how I will respond when the market does something unexpected. No strategy wins every path, and that uncertainty is exactly why risk management matters. Holding can maximize an uninterrupted rally but carries drawdown and emotional pressure, while selling too much too early replaces stress with regret. Incremental profit-taking gives me a middle path: realize gains, retain coins, and build dry powder for future opportunities without pretending any chart offers a guaranteed ticket. Try out the site and test out your own outcomes: profit-taking-story.vercel.a… CHAPTER MARKERS 00:00 Predetermined Profit Targets Reduce Emotional Risk 03:29 Four Market Scenarios Define the Tradeoffs 05:31 HODLing Faces the First Deep Dip 07:51 Taking Profit Builds Cash for the Next Move 10:23 Selling Into Bounces Builds Choppy-Market Flexibility 13:21 Round-Tripping Exposes the Cost of HODLing 15:44 Reinvesting Profits Drives the Recovery 18:08 HODLing Raises Emotional Pressure 20:11 Selling Too Early Triggers Regret 22:11 Changing Variables Defines a Visual Feedback Calculator 24:17 Trend Confirmation Signals When Runners Weaken 📈 Kalshi Perpetuals Trade Kalshi Perpetuals: kalshi.com/p/mooninpapa I’m an independent Kalshi affiliate and may earn a commission. Perpetuals trading carries a high risk of loss; availability and eligibility may vary. 🔥 Bitunix Moonin Papa Exclusive Campaign: bitunix.com/activity/exclusi… Tiered Futures Bonus rewards are available. Registration through this link is required; terms, availability, verification, and regional restrictions apply. I’m an independent affiliate and may earn a commission. Futures trading carries a high risk of loss. 🎲 Play Moonin Papa BINGO with today's video: bingo.thebettertraders.com 💹 Take Your Trading to the Next Level! 🥇 Join the Club Indicators, strategies, alerts, and early video access: thebettertraders.com/club 📚 Learn Proven Crypto Strategies: Master bot trading, scalping, day trading, and swing trading with our courses: thebettertraders.com 🌐 Stay Connected: Follow me for market updates and insights across platforms: linktree.com/aarondishner

Check out my latest article: THE LIVING BUILDING linkedin.com/pulse/living-bu… via @LinkedIn

The building that can remember Construction already generates extraordinary amounts of information. Sensors can observe concrete and equipment. BIM can describe geometry and relationships. Open standards can exchange models, events and building-system semantics. Product passports and batch platforms can carry provenance. AI can identify patterns and make the history easier to query. Cryptography can make important claims and changes verifiable. The breakthrough will come when these capabilities stop arriving as separate demonstrations and become one durable operating agreement. The physical asset will have a canonical identity. Its critical materials and equipment will be connected to where they actually went. Changes will append to a structured history. Data will remain portable and permissioned. Algorithms will surface evidence, while people retain authority. The trust layer will protect the record without pretending to validate the physical world on its own. Then a bridge owner receiving a defect notice will not begin with boxes of documents. A high-rise operator investigating an anomaly will not begin with a disconnected dashboard. They will ask the asset: Where is the affected material? What has happened here? What changed? What evidence supports this alert? Who has reviewed it? The building has become as close to living as it could be not because it thinks for us, but because it can remember, relate and explain enough for us to act in time.

The crypto market has historically rewarded novelty and attention, but as blockchain transitions from speculation toward infrastructure, some of the greatest mispricings may exist in older, battle-tested networks whose real-world utility has compounded faster than their narrative, attention, and valuation. The opportunity isn’t in buying old coins; it’s in identifying the tiny percentage of old coins that became substantially better businesses or networks while the market continued treating them like remnants of the previous cycle.

OriginTrail ($TRAC) scored 77.5/100 on the Monkeynomics scorecard the highest we’ve measured. It has entered my portfolio after this. Why: publishers must lock TRAC to store data on the DKG, nodes must stake it to host that data. Delete the token, the network stops working. That’s rare. Fixed 500M supply, 99.96% circulating, zero unlocks left to pressure price. Staking rewards come from real publishing fees, not inflation. Real usage backing it: SCAN audits 40% of US imports on this rail. SBB runs supply chain traceability on it. Not MOU vaporware. The honest catch: revenue ($9M) is still small next to the enterprise names attached. That gap is what to watch.

I wanted to look over Arweave arweave:native as it is a a tech I use within my own project Ticklore. Arweave scores 57.0/100 on the Delete-the-Token Scorecard. 100% of fees denominated in AR. Zero leakage to a company. No DAO. No unlocks left. 99.5% of supply already issued. The mechanism is close to perfect. It moved $17,564 in fees over the last 30 days. $214k annualized against a $142M market cap. Roughly 0.15%. For scale: PLUME — which I scored 25.1 and called a toll road handing out free passes — did about twice that in trailing-year fees. Arweave isn’t a bad design. It’s a well-built machine nobody is feeding. The endowment is the part everyone cites and few finish reading. It’s a battery, not a furnace. Fees go in, and it pays miners back out once block rewards run dry — which is nearly now. The mechanism sold as AR’s scarcity engine is built to eventually run in reverse. Meanwhile: ARIO — the token for gateways and naming on the permanent web — migrated to Solana. Storage is genuinely irreplaceable. Every layer that touched a user turned out to be very replaceable. One of them left for a competing L1. What makes AR interesting: every lever that would raise this score is demand-side. None require touching the token. Plume needed to rebuild its architecture. Arweave just needs invoices.

Everyone's counting how many trillions Wall Street parks on @CantonNetwork. Wrong number. Global Synchronizer fees are dollar-denominated and settled by burning $CC. The toll booth doesn't charge you for parking. It charges you for driving through. $100M of tokenized Treasuries sitting in a wallet = one toll. A million AI agents moving collateral, settling invoices, rolling repo, paying each other = a booth that never stops clicking. @Zenith is what makes that plausible. EVM apps now touch Canton assets inside a single atomic transaction no bridge and that activity burns CC inside Canton's own economy. But be honest about the other side: Canton mints as well as burns, and validators earn minting rights proportional to the fees they burn. The drain is wired to the tap. More transactions does not automatically mean net deflation. The point is that the opportunity is bigger than the nay sayers are leading you to believe. From where I sit it appears that the perfect storm is brewing. One number decides this thesis: minted minus burned. Wall Street fills the vault. Agents decide how often the door opens.

I pulled 112 weeks of @CantonNetwork data off Cantonscan and ran a test I have not seen anyone run. $CC price vs Bitcoin: -0.64 $CC price vs dollars burned: +0.84 This coin does not trade with the market. It trades with its own revenue. And here is the part that matters. Everyone watches the burn/mint ratio. It is the wrong number. Fees are priced in dollars and paid in CC. So when the price falls, more coins burn per dollar of fee. The ratio goes UP because the price went DOWN. Since March the ratio climbed from 0.65 to 0.70 while dollars burned fell from $77.8M a month to $52M. Price fell right along with the dollars, not the ratio. Price vs coins burned, full period: +0.62 Price vs coins burned, last 13 weeks: -0.82 That one flipped. The dollar number never did. The burn/mint ratio is a price artifact. The dollars are the signal. Keep in mind, @YuvalRooz predicted $10Billion + in fees in 5 years.. Caveat, because I would want someone to tell me: those are correlations of levels. On week over week changes the full period is 0.33. The last 13 weeks is 0.71, so if anything the relationship is tightening. Cantonscan mining-rounds API, weekly interval. Kraken for BTC. Go check me.

NASDAQ discussing the ‘Tokenization of the US Treasury Securities at the DTCC’ on @CantonNetwork .

Every gathering gets a chapter. The same book holds a benefit gala and a backyard reunion each one just as worth keeping as the last.