Manager "FENERATOR Crypto Strategy" iconomi.com/asset/FENERATORC… 👉 Capital at Risk 👉 Not Investment Advice 👉 Do Your Own Research
Switzerland 🇨🇭
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Liebe Fenerators,
Anbei das Anlage-Konzept der "FENERATOR Crypto Strategy", welche die Anlage-Ziele, die -Strategie, den -Prozess sowie die Vorteile für Copiers beschreibt.
Bitte lesen und beachten Sie auch den Risikohinweis und den Haftungsausschluss!
iconomi.com/asset/FENERATORC…
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SEC issues new Crypto Guidance, clarifies when Tokens fall under Securities Laws:
coinpedia.org/news/sec-issue…
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FENERATOR Crypto Strategy retweeted
BREAKING: 🇺🇸 Franklin Templeton says that the ENTIRE financial system will be ON-CHAIN.
"24/7 markets are here. It will be SLOWLY then ALL AT ONCE."
Franklin Templeton Digital Assets
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FENERATOR Crypto Strategy retweeted
Avalanche and Stellar are neck and neck for RWA growth this week.
@avax +$92.3M
@StellarOrg +$91.6M
@XLayerOfficial +$23.7M
@arbitrum +$14.7M
Data via: @tokenterminal
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FENERATOR Crypto Strategy retweeted
$UNI is up 195% in the last 40 days
Tokenized stocks is the new narrative for crypto
The good thing about this narrative is that it's also the next breakthrough technology for finance
This isn't just narrative, its actually upgrading the financial system
First we tokenized dollars via stablecoins, now we tokenize stocks
Uniswap now settles more trades/month than two US stock exchanges
And it's done it with basically ZERO stocks on it
Uniswap just started onboarding the world's most popular assets (stocks) and its volumes will balloon as a result
Tokenized stocks is how DEXs eat the world (here's why)
On September 17 the SEC granted a five-year "Innovation Exemption" that lets qualifying venues trade tokenized versions of US listed stocks onchain through permissioned AMMs, without registering as a stock exchange
Uniswap already built exactly that with its v4 permissioned pools launched with partners like Superstate and Securitize, and tokenized SpaceX, Apple, Tesla and NVIDIA are already available
So the DEX that's already out-trading two stock exchanges is about to get access to the entire US stock market
But you might be wondering why anyone would trade on a DEX if they can already do it on a normal brokerage or exchange?
When you buy a stock on Nasdaq, Nasdaq matches the trade. The actual settlement happens a day later through a separate clearing system
On a DEX the trade and the settlement are the same transaction. It happens in seconds, 24/7, and any app can plug into that liquidity through an API
Stock exchanges still shut down every weekend while Uniswap never closes. And of course, anyone in the world with a crypto wallet (or any agent) can access Uniswap, this isn't true with stock exchanges.
As Brian Armstrong said: Coinbase tokenized stocks are the best version of stocks, not just the best version of tokenized stocks becuase tokenized stocks are simply better
And finally, DeFi is building around tokenized stocks to give anyone access to lending, borrowing and more with your stocks. DeFi is giving more utility to the stocks many of us already own
Tokenized stocks and DEXs will be a huge story in finance for the next few years.
I've been positioned for the onchain shift for a while holding crypto equities like $HOOD, $COIN and $GLXY. Also one of our analysts at Milk Road PRO added $UNI just before it ran to $10. You can track our real-time portfolios here: link.milkroad.com/t5837z
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FENERATOR Crypto Strategy retweeted
🚨TODAY: The SEC just released NEW FAQs on CRYPTO assets, clarifying how securities laws apply to certain tokens and transactions.
KEY POINTS:
- A token and the investment contract used to sell it are not necessarily the same. A token can later exist as a non-security crypto asset.
- Functionality and decentralization depend partly on what the issuer actually promised buyers.
- Staking receipt tokens are not automatically securities. Some may qualify as digital tools or digital commodities.
- A true crypto “receipt” only represents ownership of the underlying asset. The issuer cannot lend, pledge or rehypothecate it.
- Marketing a network’s utility or future features alone does not necessarily create an investment contract.
- If another party takes over the issuer’s promises, the investment contract does not automatically disappear.
- Developers can continue maintaining and upgrading a functional network without those efforts necessarily satisfying Howey.
- On a decentralized network with no central controller, issuer statements are less likely to create a new investment contract.
- Token buybacks are not automatically securities-related, unless tied to promised yield or returns before the network is functional.
- Exchanges offering secondary trading are not automatically considered promoters.
OVERALL, the new SEC FAQ is focusing more on what the token actually represents, how functional and decentralized the network is, who controls it, and what was promised to buyers.
Of note, these are FAQs issued by the SEC’s Division of Corporation Finance staff, NOT new SEC rules.
🚨JUST IN: SEC Commisioner calls to END mass KYC data collection.
Hester Peirce warns existing KYC/AML frameworks create huge databases of sensitive user data, making them prime targets for hacks, phishing and even physical attacks.
She is pushing zero-knowledge proofs as an alternative, allowing users to prove compliance without exposing their personal data.
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FENERATOR Crypto Strategy retweeted
The Pace of NEAR report evaluates four protocols on their production state. Each are building a distinct future and $NEAR connects them all.
What future do you envision?
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FENERATOR Crypto Strategy retweeted
🚨HUGE: Bitcoin could get Zcash-style PRIVATE transfers without a soft fork, a new paper proposes.
"Shielded Bitcoin" is a new protocol that would hide the amount, sender and receiver of each transfer directly on Bitcoin, while zero-knowledge proofs keep every transfer verifiable.
The whitepaper says Bitcoin's transaction history is permanently public, and chain analysis can often link addresses to their owners.
With Shielded Bitcoin, users could still share view-only keys with auditors to prove payments
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🇺🇸 Die Fed legt nach: Neue Regeln für Stablecoins!
Die US-Notenbank hat heute zwei neue Regelvorschläge zur Umsetzung des GENIUS Act veröffentlicht.
Konkret sollen Stablecoins unter Fed-Aufsicht vollständig durch zulässige Reserven gedeckt werden. Dazu zählen insbesondere kurzfristige US-Staatsanleihen und andere hochliquide Vermögenswerte.
Zusätzlich plant die Fed:
→ einheitliche Kapitalanforderungen für Emittenten
→ strengere Vorgaben für Risiko-Management und Verwahrung
→ klare Regeln, welche Stablecoin-Geschäfte Banken durchführen dürfen
→ ein festes Genehmigungsverfahren für Banken, die eigene Stablecoins herausgeben wollen
Noch sind die Regeln nicht final. Nach Veröffentlichung im Federal Register läuft zunächst eine 60-tägige öffentliche Kommentierungsphase.
Damit könnte die wachsende Stablecoin-Industrie noch enger mit dem US-Anleihemarkt verbunden werden. Je größer Dollar-Stablecoins werden, desto größer könnte auch die strukturelle Nachfrage nach kurzfristigen US-Staatsanleihen werden. Wir kannten den Plan schon länger, jetzt wird er umgesetzt.
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FENERATOR Crypto Strategy retweeted
🇺🇸 TODAY: CFTC updates its crypto guidance to let registered firms invest customer funds in tokenized assets and use blockchain for recordkeeping, just days after the Senate's failed CLARITY Act vote.
ct.com/news/cftc-digital-ass…
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FENERATOR Crypto Strategy retweeted
BREAKING: BILLIONAIRE JACK DORSEY'S BLOCK JUST ANNOUNCED IT'S BRINGING #BITCOIN LIGHTNING PAYMENTS TO AI AGENTS
THE AI ECONOMY IS BUILDING ON BTC
THIS IS MASSIVE 🚀
Made with AI
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FENERATOR Crypto Strategy retweeted
🇺🇸JUST IN: DTCC to officially launch its tokenization service for $114 TRILLION in assets.
CEO Frank La Salla confirmed the timeline after more than 30 firms made live trades with tokenized assets in July.
The service will cover Russell 1000 stocks, major index ETFs and US Treasuries, which can move between approved wallets 24/7.
Over 100 firms, including BlackRock, Goldman Sachs and JPMorgan, have joined DTCC's tokenization working group.
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FENERATOR Crypto Strategy retweeted
🇺🇸UPDATE: CFTC now lets US brokers invest customer funds in TOKENIZED assets and keep records on-chain.
CFTC staff updated their crypto FAQs today, adding four new answers and revising one:
Tokenized investments:
Brokers and clearinghouses can invest customer funds in tokenized versions of approved investments, if the tokens carry the same legal rights.
Tokenized government money market funds are included, with a custodian's written acknowledgment.
Swap dealers can now use tokenized money market fund shares as margin for uncleared swaps.
On-chain records:
Brokers, exchanges and clearinghouses can use blockchains to meet recordkeeping rules.
Firms can keep records only on-chain, with no off-chain copy required.
Firms on public blockchains must still be able to produce records if the network goes down.
What's unchanged:
Crypto, including stablecoins, still can't be used as margin for uncleared swaps.
The questions came from dYdX, the Blockchain Association and the Solana Policy Institute.
It comes two days after Chairman Mike Selig said US markets must prepare for "mass tokenization."
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FENERATOR Crypto Strategy retweeted
This is exactly where Chainlink infrastructure fits.
Onchain records, tokenized collateral, real-time data, compliance, interoperability and proof of reserves. all built for the institutional systems the CFTC is now explicitly recognizing.
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BlackRock bringt gemeinsam mit Ondo Finance drei Anlageportfolios auf die Blockchain.
Die Idee ist einfach: BlackRock stellt drei unterschiedliche Portfoliovorlagen zusammen, von laufenden Erträgen bis zu stärkerem Wachstum. Darin können unter anderem Aktien-, Anleihen- und Bitcoin-ETFs enthalten sein. Ondo bildet die Portfolios als handelbare Token ab.
Eine wichtige Unterscheidung: Wer einen solchen Token kauft, besitzt damit nicht direkt die enthaltenen ETFs. Die Token werden von Ondo ausgegeben; BlackRock liefert die Anlagestrategien.
Trotzdem ist das ein spannender Schritt: Der größte Vermögensverwalter der Welt entwickelt Portfoliovorlagen gezielt für Blockchain-Produkte.
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The government's playbook since 1971:
1. The government spends more than it earns.
2. It must take on debt to fund the difference.
3. The Fed creates money to buy the debt.
4. More money makes every dollar worth less.
5. Everything gets more expensive.
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🇺🇸 BREAKING: Die CFTC schafft mehr Klarheit für Krypto und Blockchain!
Die US-Behörde hat heute ihre Leitlinien aktualisiert. Konkret wird klargestellt, dass tokenisierte Versionen bereits zulässiger Vermögenswerte grundsätzlich ebenfalls genutzt werden können. Zudem kann Blockchain-Technologie zur Erfüllung regulatorischer Aufzeichnungspflichten eingesetzt werden.
Wichtig: Das ist keine komplett neue Krypto-Regulierung, sondern vor allem mehr Rechtssicherheit für regulierte Marktteilnehmer.
CFTC-Chef Michael Selig spricht von einem weiteren Schritt, um regulatorische Klarheit für die Kryptoindustrie zu schaffen.
.@CFTC Staff Releases Updates to FAQs Concerning Registrants and Registered Entity Activities Relating to Crypto Assets and Blockchain Technologies: cftc.gov/PressRoom/PressRele…
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FENERATOR Crypto Strategy retweeted
NEW: Researchers unveil “Shielded Bitcoin,” a design for private Bitcoin transfers directly on L1.
No soft fork.
No bridge.
No separate consensus chain.
Yeah, this could be a very big deal.
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FENERATOR Crypto Strategy retweeted
Encrypt your money, encrypt your stocks
Near now lets users buy @OndoFinance's tokenized U.S. stocks and ETFs with crypto from 30+ networks, with trades executed privately and not broadcast on-chain.
Read more here:
thedefiant.io/news/tradfi-an…
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FENERATOR Crypto Strategy retweeted
Nobody is paying attention to this.
"MASS TOKENIZATION" is coming, and most people have no idea what's coming.
1. The $115T stock market will be tokenized
2. The $117T bond market will be tokenized
3. $390T real-estate will be tokenized
4. $26T+ in gold will be tokenized
5. $15T in private funds will be tokenized
6. US government debt will go digital
7. Private loans will go digital
8. Arts and collectibles will go digital
9. Roads and power plants will go digital
10. $7T/year Insurance industry will go digital
11. Every firm will have their OWN onchain product
12. Companies launch their shares onchain
13. Stablecoins, moving $7.3T a month, become the normal way to move money
14. Markets stop closing, running 24/7
15. Settlement drops from T+1 to seconds
16. Money and assets cross borders without correspondent banks
17. Everything you own becomes something you can borrow against
18. Finally, crypto and tradfi become the same market
8.2 BILLION people on Earth will use it without knowing.
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