Building Tokenized Silver | @dominion_market
Joined July 2021
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The Dems were in control in 2021 and Crypto reached all time highs
They now don’t have control of the presidency and you think it’s a time to be bearish on crypto
If anything the Dems are bullish for liquidity and fresh money printing
No bubble
BREAKING: AMD stock, $AMD, surges over +6% after posting stronger than expected earnings due to AI demand.
The stock has now added +$50 billion in market cap in after hours trade.
Mark retweeted
Tokenization is the biggest bull market in crypto.
The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion.
This metric has now reached a new record high for 10 consecutive weeks, up +590% year-to-date.
It has become increasingly clear that financial markets are moving toward tokenizing everything.
Investors are demanding 24/7 markets, and tokenized assets are increasingly fulfilling that demand.
Amid the shift, Jupiter, the largest onchain platform on Solana, reported that 70% of tokenized asset trading now occurs outside traditional market hours.
Amid this surge in demand, the NYSE is developing infrastructure for tokenized equities and perpetual futures.
The future of financial markets is onchain.
Sitting in an airport listening to a guy talk about how AI has been over sold and it isn't nearly as smart as everyone thinks - hahahaha comedy gold
The market is finally realising the damage a Democrat landslide could do to AI build out
Ironically the same Democrat sweep would lead to massive money printing and socialist policies
The timing of today's market crash is noteworthy.
As selling pressure spreads, the Nasdaq 100 is now down nearly -5% on the day.
Meanwhile, the market-implied odds of a Democrat "sweep" in the Midterms next week has surged from 65% to 72% today, a record high.
That's +7 percentage points in 2 days amid this market downturn.
We have yet to receive a comment from the Trump Administration regarding the current situation in the market.
However, what is clear is that the timing of today's market crash will be consequential.
And, even as technology stocks drop sharply, US Treasury Yields are barely seeing any relief.
This leaves us with high rates, a falling stock market, $100+ oil prices, and rising CPI, PPI, and PCE inflation.
Next week is going to be interesting, to say the least.
Meanwhile
Revenue grew 25% YoY
Google Cloud revenue doubled
Operating income grew 30%
Operating margins expanded
BREAKING: Alphabet stock, $GOOGL, falls over -13% after posting weaker than expected earnings, now on track for its biggest post-earnings drop on record.
The stock has now erased -$520 billion in market cap today.
This is pretty much how I see the market moving into 2027
Tokenization, AI and DeFi are the same trade
Most people still see tokenization, AI and DeFi as three separate stories. I don't. They're one shift, and it's happening faster than the doomers think. But they either cant see it or refuse to accept that they may have been wrong
Start with tokenization. Every asset that sits in a slow, closed system can be put onchain, whether that's shares, bonds, property, funds or commodities. Once it's onchain it trades around the clock, settles in seconds and can be split into small enough pieces that anyone can own it. The big banks and asset managers aren't fighting this anymore, they're building it. Tokenize everything isn't a slogan, it's the direction of travel. And it makes sense for everyone involved.
Then AI. There's no AI bubble, there's an AI shortage, of compute, of energy and of infrastructure. And the next step is agents, software that doesn't just answer questions but acts. Agents don't open bank accounts or wait three days for a transfer to clear. They need money that's programmable, available around the clock and global. That's crypto. Also from security pov money sitting all weekend static in no mans land is not secure it needs to settle instantly fr highest security.
DeFi is what connects the two. Tokenized assets need somewhere to be lent, borrowed, swapped and used as collateral. AI agents need open markets they can plug straight into without asking permission. DeFi is that layer: open, transparent and running around the clock. Fast, cheap chains like Solana are where this actually works at scale. And this opens new revenue sources for everyone - $200bn of stables sitting doing nothing currently - AI changes this.
Put it together and the picture is simple. Real-world assets move onchain, AI agents become the heaviest users of financial rails, and DeFi becomes the engine underneath both. Traditional finance gets rebuilt in code.
There's plenty of noise in the short term, from yields and the Fed to whatever the doomers are panicking about this week. But the long-term direction hasn't been this clear in years. Builders are building, the institutions are arriving, and the tech is ready.
$GOOG earnings are insane
Google missed earnings expectations by almost 30%.
But the headline doesn’t tell the real story.
Look beneath the surface:
• Revenue grew 25% YoY
• Google Cloud revenue doubled
• Operating income grew 30%
• Operating margins expanded
Then there’s the concern over enormous AI capex.
But that spending is going into land, data centres and physical infrastructure. These are real assets
Google is growing revenue, expanding margins and investing aggressively into AI infrastructure.
The Fed cannot change the price of oil using any of their tools
This is just cry baby posting
Oil is driven by supply right now and as soon as Iran is settled it will drop like a stone
But but it’s a bubble 😂😂😂
BREAKING: Oracle stock, $ORCL, surges over +12% after announcing expectations that free cash flow will reach $30 billion in FY2029.
Investors had expected free cash flow to remain negative in that year.
The company is also guiding for $225 billion in revenue by FY2030.
This is how the next 100m users come on chain - they dont need to learn wallets, cross chain, and all the other complexities of crypto
With AI agents, the trading app you use will not matter anymore.
DoubleZero co-founder Austin Federa says agents will route trades to the best price, making "everything app" exchanges less relevant
"The UI's not going to matter in 6 months. The same way that none of us really interface with, like, Anthropic's UI. We go in through a terminal or a little web app on the computer."
"What we're really dealing with is the death of the UI, because the agents are going to be able to navigate these systems. Do I really care if I'm trading on Interactive Brokers or Robinhood? I just care about getting the best price I can and the best execution I can."
"That's the threat that Amazon faces right now. The everything store is not particularly useful if your agent is your interface to the everything store. And so the everything house of finance, it's an existential problem for anyone like that."
People negative on AI large labs revenue numbers are ignoring that we are so early and what happens when they begin integrating vertically and instead of letting bio science or robotics companies use their model they start building these products themselves
Does Trump mean 50% of the USA will not touch Crypto simply because he likes it?
We have seen it with Elon and Tesla - linked to Trump gets hammered
AI and data centres under heavy pressure - trump is very pro AI
Crypto could be facing the same backlash
Bitcoin's last rally got cut short because half the country lost interest.
CoinRoutes co-founder Dave Weisberger blames Trump's association with Bitcoin, and his memecoins, for cooling the rally
"Bitcoin went to 125,000 because people thought Trump was going to do X, and Trump did Y."
"I don't think there is much argument at this point that the last cycle, the rally of Bitcoin got cut short because, quite frankly, half the country lost interest in it."
"Every single division, family division, it comes down to Trump, Trump, Trump, Trump, Trump. You get people on one side saying he's the messiah. People on the other side saying that because of him, my mother hates me."
"When Trump became identified with Bitcoin and people look at the various things that he did, and I go back to the meme coins. It's the one thing Dennis Porter and I agree on constantly."
Mark retweeted
Corporate treasury is going always-on. 🌐
Today, we're introducing new Ripple Treasury capabilities that bring together AI-powered automation, liquidity management, and digital asset infrastructure to help businesses manage and move money around the clock.
More on what's new: on.ripple.com/4zSO8UM
