ray

Choose your founder:
@VitalikButerin
@vladtenev
@cz_
@SBF_FTX

Standard Chartered just opened spot BTC and ETH trading for institutional clients in the UAE.
First globally systemic bank to do it here, running it through the same desks as everything else.
Dubai now has a G-SIB taking crypto orders. That changes who is allowed to buy.
Dubai, Do Buy.

Nvidia is 8% of the S&P 500 by itself.
At $5.3T it outweighs entire sectors and equals 16% of US GDP.
One company, one product cycle, and a very large share of everyone's retirement account.

$BNB Chain's RWA base is at $5.67B.
$1.5B of it is already sitting in lending protocols as collateral, earning.
Treasuries that used to just sit there are now borrowing against themselves.

Tokenized stocks are a $2.3B market now. Ondo owns 34% of it.
The buyers are offshore, trading US equities at 3am with no broker and no market hours.
Wall Street kept the bell. Somebody else took the tape.

DeFi TVL is back near $88B, up 20% in a month.
Perp volume ripped 226% in a single day.
Capital does not move that fast unless someone knows something.

$200 next for $SOL

$ETH is ready to ascend.

BULLS R IN CONTROL 4 BTC

Tokenized equity holders just hit a record 1.9M. Up 134% in a month, up 1,360% on the year.
Jupiter is carrying most of that growth, with 61% of volume printing while the exchanges are shut and active traders up 46% MoM.
Ten months ago this was under 100K people. The curve is still bending upward.

Uniswap cleared 7 million swaps in a single day for the first time.
Daily transaction counts are at an all time high across the protocol.
Every one of those swaps pays a fee, and the fees have to land somewhere.
BULLISH FOR $UNI

Traders came back to DEXs in August and printed the biggest month since March.
DeFi TVL has picked up more than $18B since it bottomed in June.
The summer flush is over and the money is already redeployed.

Onchain RWA deposits just crossed $7.4B.
The wider DeFi market shed 15% over the same stretch and the RWA line kept climbing.
Yield backed by real collateral pulls a slower kind of money, and that money sits.

Tom Lee’s BitMine just made its biggest ETH buy in over two months, adding roughly $134M.
The company now controls about 4.9% of all ETH and is only around $325M away from hitting its 5% target

Bitcoin built a wall of supply between $62K and $65K.
Price is above it now, which turns that zone into the floor buyers defend on the way down.
Ranges like this are where the next leg starts from.

Bitcoin's correlation to the Nasdaq has fallen to 33%.
Its correlation to gold is now above 50%.
The asset is trading on debasement now.
Same bid that has been lifting bullion all year.
Allocators who never had a slot for BTC suddenly have one to put it in.

Schwab is adding SOL, AVAX and LINK in the coming months.
That is 36 million brokerage accounts getting a buy button for three more assets.
Listings like this take a year of compliance work before anyone hears about them.