Crypto Is About To Make Stocks Look Stupid (5 coins)

追加: 2026-06-02

[00:00:00]I think you think Bitcoin is real, right? Um my question now is it, you know, it's become mainstream to the point of ETFs. I think it's be harder to go higher quickly now, unlike it was supposed to be that everyone can get in now and that all the ETF companies are going to need to buy Bitcoin to put it in the ETFs. To me, it's like if you bought it at $800 or $8,000, you were smart. you went through a lot of trouble to buy it. Now, everyone can buy it. I think it's going to be here for a while. There's not going to be a whole new financial story driving it from the from the from the side of buyers necessarily, although there's one type of buyer that could be very important here. AI agents are going to start doing a lot of things in our economy. And for AI agents to coordinate with incentive systems, I'm probably going to use crypto.

[00:00:48]>> The S&P 500 is on track for one of the strongest clusters of all-time highs in the past 75 years. We have IPO season coming. some of the biggest companies in human history about to go public. We have real estate near all-time highs. We have gold near all-time highs. Yet, the story of Bitcoin is not over. Looking at the onchain data, Bitcoin long-term holders supply, meaning the amount of people that have owned Bitcoin for over 155 days, soarses to the highest level since 2023. That means short-term holders are no longer interested in selling. they're holding. And just like 2023 when sellers get exhausted, which today we're seeing in the data, this is how bottoms are formed. Literally, the smartest minds in tech and artificial intelligence are telling you the crypto story tokenization is just beginning. If this AI story works out in certain consumer areas, especially tokeniz >> and the crypto coins that are seeing product market fit will rip will do so much better than stocks. I believe the market just hasn't figured that out yet.

[00:02:00]For example, the 10th most popular crypto coin in the world, Hyperlquid, just had two major green flags. Number one, Hyperlid bigger than NASDAQ says ICE. That's the intercontinental exchange, not immigration, but the finance ICE CEO Jeffrey Stretcher. This was a big tip of the hat from the leader of the NASDAQ. Jeffrey Stretcher, the CEO of Intercontinental Exchange, said at a Bernstein conference that the decentralized crypto derivatives platform Hyperlquid is bigger than NASDAQ in trading activity and praised its small core team as very, very smart people. So, keep this in mind. Perpetual futures volume is soaring. It's insanely popular. Hyperlid dominates more than 70% of that volume of the decentralized perpetual futures market. The product market fit came as oil was popping off, precious metals were popping off.

[00:03:00]Hyperlid has attracted non-crypto traders by offering 247 oil derivatives trading, including on weekends when ISIS markets are closed. And with the news coming out two days ago that the CFTC approved the first Bitcoin perpetual futures on a US exchange. Now this was not hyperlquid but this was a nod that perpetual futures are allowed in the United States. All this is becoming the reason why hype is becoming an easy sell to Wall Street that and its tokconomics as explained by Bitwise's head of research on the rollup podcast.

[00:03:37]hyperlquid. It's such an obvious story and these investors allocate to stocks.

[00:03:43]They understand that okay, you want to generate cash flow. That cash flow acrews to shareholders. You explain what happens with hyperlquid, right?

[00:03:50]Generates fees on all this trading activity. Those fees are used to burn to buy and burn hype tokens. As a hype investor, that feels a lot like a stock buyback. It's just programmatic. And when you stack that up against traditional equities, it's a relatively high buyback, right? It's it's a larger buyback program than most of the companies in the S&P 500. I think the average buyback is something like 2% uh in the S&P 500, and it's something like 5% when you do the math on another crypto coin with clear product market fit getting spoken about by the smartest minds in finance iso. You cannot speak about tokenization without speaking about Ando. Ando Global Markets as of last month surpassed $1 billion in total value locked. Now holds 70% plus of the tokenized stock market. Ando Finance also now controls 42% of the entire RWA market. That's realworld assets being tokenized on chain.

[00:04:53]Tokenized US treasuries and yieldbearing dollars are driving the growth. And with Ando Finance joining the DTCC, that's the Depository Trust Clearing Corporation, a juggernaut in global finance, joins their working group on tokenizing US capital markets. listened to this insight at the Ando Summit of managing director and global head of digital assets at the depository trust clearing corporation explaining just how big this market is about to be.

[00:05:24]>> We have u we've have about um hundred trillion dollars in assets 1.4 million QIPS within our custody. We're allowing our participants and their clients to have an in the ability of leveraging tokenized assets uh as collateral and you can move that collateral literally at the speed of the network. So if you think about it, if you're you're from Kyoto, right? So if you're uh trying to finance uh security during Japanese trading hours, we're asleep here in the US and you want to use a US security to do so. If it's in your wallet, you can move it, you can use it. Um and this is just the beginning of what we believe over a period of time that we will rebuild the infrastructure and the rails of the US capital markets.

[00:06:06]>> And of course, Ethereum has massive potential. Solana has massive potential.

[00:06:11]Both have product market fit as explained in our video from yesterday.

[00:06:16]Altcoin season it started top three crypto coins. But let's go a little deeper because I believe in the AI narrative. I believe in decentralized AI bit tensor I've spoken about this before clear product market fit as explained by billionaire Barry Silbert. It is ve very easy to understand the bit tensor opportunity when you understand that it is just like Bitcoin fair launch no VC funding round uh it is completely decentralized but instead of taking that 10 billion a year that's used to reward Bitcoin miners you're taking the 1 billion hopefully on the way to 10 billion dollars per year to incent people to go try to solve world's problem >> but digital currency groups Barry Gilbert who we just heard spoke predicts 5 to 10% of Bitcoin capital rotates to privacy coins. I'm bullish on AI, but if we just look at another blue chip, there's a handful of blue chip AI coins.

[00:07:18]Venice token has already pumped. Not that it can't get bigger, but it's already pumped. And a big reason they took a lot of market share is privacy.

[00:07:27]They have privacy aspects. Privacy coins will take a massive share of this market. And if you like Bit Tensor Tao, you'll love this. Bit Tensor is getting its own confidential routing layer.

[00:07:41]Listen to Mog Machine as he explains what they're building at Subnet 28. This is alpha and anyone running uh agents full-time, running OpenC, running Hermes, whatever it is, and they're using specialist models for specialist purposes are just using Open Router.

[00:07:56]Why? It's simple. We put our card in one place. It's just easy. It works. But why are we not doing this on Bit Tensor? And then at the same time, uh getting a lot of attention at the moment is Venice fully private uh inference, but it's only as private as the uh model that you're you're running through. Um and again, it's not on Bit Tensor. So you told me go on build it. And as I have a habit of doing when you dangle a carrot in front of me, my team did. And I think this is the the thing. We look back at this just before the call. 14 days. It took 14 days to build this, get it out, get it working, get it tested, get it live on test net, get the uh everything dialed in. And for me, that's testament a to the team and b on how far we've come in understanding how we can use uh bit tensor.

[00:08:49]>> The cryptocurrency market is not over. I believe it's one of the best opportunities globally right now because it's one of the only niches that really is consolidating while all other markets are heavily heavily valued. Also, any of the coins mentioned in today's video, I will be keep giving you weekly if not daily updates on the coins mentioned today.

[00:09:14]So, click subscribe. You do not want to miss a video keeping you informed on crypto.