The Wolf Of All Streets Bitcoin Heating Up | New All-Time High Soon?
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Jul 3, 2025 Edan Yago, from Bitcoin OS, champions macroeconomics and the tokenization of stocks, while David Duong of Coinbase sheds light on jobs reports and interest rates. They discuss Bitcoin's surge past $109K and the implications of recent economic data. The conversation dives into the ongoing tokenization war in crypto, including the launch of a Solana staking ETF and how institutions are redefining their approach to Bitcoin. The dynamics of corporate Bitcoin treasuries and new ETF innovations spark great enthusiasm among investors.
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Tokenized Stocks Face Pushback and Demand
- Tokenized stocks are gaining traction globally but face regulatory pushback in the US.
- Private company tokenized stocks like SpaceX attract demand but also controversy over legitimacy.
Demand Higher for Private Tokenized Stocks
- Tokenized stocks have had limited appetite so far, especially for public companies like Tesla or Nvidia.
- Demand is higher for tokenized shares of private companies inaccessible through traditional brokers.
Tokenized Stocks Version 2.0 Potential
- Current tokenized securities rely on custodians, limiting blockchain benefits like instant settlement and cost reduction.
- True on-chain tokenized securities (version 2.0) could revolutionize margin calls and reduce intermediaries but are not here yet.