¶ Intro
Hey everyone, welcome into the Thinking Crypto podcast. You're home for your cryptocurrency news and interviews. I'm your host, Tony Edward. On your way in. Please hit that subscribe button as well as the thumbs up button and leave a common blow. If you're listening on a podcast platform such as Spotify or Apple, please leave a five star rating and review. Okay, folks,
¶ Bitcoin analysis
things are starting to get bloody out there. Bitcoin back down again, currently at sixty six, six hundred and eight dollars at the time of recording, so we're seeing a bit of a fake out from their move. We saw up above seventy one thousand dollars, which you know, we were looking for some sort of relief rally. Maybe that was it, but you know, we're gonna have to wait see because there's a lot of uncertainty in the markets
right now. Even the stock market is seeing some pressure where we're seeing the futures are all in the negative. So it's starting to get bloody out there, and this week could be really bad. Maybe we see a big dump for the stock market, the NAS, the SMP five hundred, and much more. Some analysts are looking at the charts for the SMP five hundred and the NASDAC and it
is looking bearer. So with the uncertainty with the Iran war, oil prices surging over one hundred dollars a barrel and much more, we could see the markets take a big hit. And of course if the stock market's dumping, we're gonna see crypto pull down with it, right, because it's like the gravitational pull. What's fascinating is that gold is also down, So everything is just down right now. Just oil is going nuts, and the VIS the volatility index is spiking,
So be prepared. This could be a very bloody week, and it doesn't mean it's going to last forever. Remember that markets are cyclical, right, and we are I think near the bottom of this respective bear market because we've seen a big downside already. So it presents buying opportunities if you have a long term view. Now, if you're looking at just the one minute, one hour weekly, it's going to drive you nuts and you won't have that larger perspective. But again, we've seen many of these type
of events. Just even in the beginning of last year with the tariff announcement, markets dumped significantly, right, It was a significant move down. So this is where patients and having some sort of dollar cost averaging strategy is important, and markets will find your bottom and continue to move higher because they will continue to debase the currency in print. So this is where you got to play the long game by holding assets. And of course crypto is one
of the fastest horses in the race. Now, not to pour salt on the wound here, but around thirty six point eight billion XRP are now underwater with unrealized losses hitting fifty point eight billion dollars per glass. Note this is true from many all coins, right, but I just saw this data point and I think it's important to highlight. And again, markets don't go in the same direction forever. There's going to be a bottom and then an accumulation
phase and then we hit the next bull market. But this is where patients it has to be exer, don't look at your portfolio. I'm avoiding looking at my portfolio because psychologically I know what that will do, so I don't want to focus on it too much, right, so I want to look at the buying opportunities. So guys, again, expect lots of volativity this week. Now from a macro perspective.
¶ Coinbase CEO Crypto outlook
I love what Brian Armstrong's CEO Coinbase tweeted out today. He said crypto will break down barriers around fundraising and capital formation. Next, reducing friction around fundraising will increase the number of startups in the world, accelerating progress. Every entrepreneur knows how time consuming and expensive fundraising can be. So, guys, we've seen the model with all coins, even meme coins at NFTs right, the ability to crowdsource and raise capital.
Now we need to put the regulations and the guard wills in place. I'm not saying you should launch a meme coin to fundraise, but rather you can tokenize yourself or tokenize a business and have it go through proper institutions that will do the audit and the verifications, and it's all transparent on the blockchain and globally distributed, and you can raise capital that way. So please understand what I'm saying. And I believe eventually the future IPOs and
companies going public will be on chain. It won't be through stocks, you know, on the stock market. It's going to be on chain in different ways. So this is a paradigm shift, folks, and it does take time for the infrastructure to be built for all these things to come to fruition. Now, folks, our sponsor for this video is Treasure. Treasure makes beautiful hardware wallets that make it easy for you to safely store your crypto assets. This is the safest way to store your assets right because
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¶ US Treasury Crypto mixers
The United States Department of the Treasury admits crypto mixers have legitimate privacy uses on public blockchains. So many of you know about the story with Tornado Cash and the other crypto mixers. Many governments, including the United States, have come out very heavy handed against them, and instead of going after the bad actors, they've gone after the people who created these platforms and the software. Right, But that's not the right approach. You got to go after the
bad actors. So great to see the Treasury is starting to change its tune here, and hopefully the entire US government can get behind this and they can put together the legislation that's needed to regulate and monitor these platforms versus you know, just having a knee jerk reaction. But we need to shut it down, and only bad actors are using it, right, and even like the founder Tornado Cash, took the brunt of it. But you know, these type of technologies are going to be very important for the
future adoption of crypto and speaking of the Treasury. Treasury
¶ US El Salvador Crypto Hub
Secretary Scott Bessend tweeted out just on Friday, enjoyed meeting with President Naibu Kelly today at the President of the United States Shield of America's summit in Dral, Florida. I was glad to hear more about President bu Kelly's pro market reforms for El Salvador and his efforts to make El Salvador a digital assets hub. We will continue to work together to advance strategies to strengthen our hemisphere. Very interesting.
So notice you mentioned their digital assets hub. So Alsavadro could be a key partner to the United States as it relates to crypto and blockchain technology. We're going to have to wait and see how that plays out, but we know President Bukel they've been buying bitcoin al Savado right in their reserve, and they've embraced bitcoin and crypto in many different ways. So very interesting. Now here's some
¶ Trump Cyber Security Crypto
more news from the government as it relates to crypto. Trump's cyber strategy vows to support the security of cryptocurrencies and blockchain. So great update here. It's no secret that President Trump's administration is very pro crypto so that Trump Administration's new cyber strategy prioritizes the security of cryptocurrencies and blockchain technology to maintain US leadership in emerging tech. This place is blockchain security in the context of national technology competition,
alongside AI and quantum computing. The strategy aligns with the administration's ongoing support for crypto, including past pledges to make the US the crypto capital and create a strategic bitcoin reserve. So again, all the moving parts and components, the bells and whistles, are being set up here for the adoption at crypto. Obviously, the many institutions want to see the governments give their rubber stamp of approval in many different ways so that they can use the technology to build
and invest and do a lot more. So this is very good news. Okay. Moving ahead, tokenized assets exceed twenty
¶ Tokenization growth
five billion dollars after nearly quadrupling in a year, So the token economy is growing. We are seeing a lot of assets go on chain, from fiat currency to gold, to real estate, to money market funds and equities and much more. Guys, it's really really incredible. So tokenized real world assets excluding stable coins have surged more than twenty five billion dollars on chain, nearly quadrupling in a year,
with six categories now exceeding one billion dollars each. Much of the growth reflects larger, infrequent institutional allocations rather than active secondary trading, as issuers prioritize capital formation and fundraising efficiency over liquidity. Only about twelve percent of the roughly eight point five billion dollars in RWA back stable coins is deployed in D five, leaving most assets siloed behind compliance barriers and raising questions about whether tokenization will integrate
with permission less finance. So this is just the tippity iceberg, right. The billions that we're hitting here is almost next to nothing. When you think about there's trillions of dollars of assets around the globe. So eventually we're going to get to that one trillion market. It's going to be a combination of different jurisdictions and countries around the world putting large assets like real estate and gold and much more on chain. So the ball is rolling here, guys, and as always,
they're doing this on blockchain networks. So this is where we want to keep monitoring and see which blockchain networks are getting adoption. You know, a great website I've talked about many times is RWA dot xyz where you can verify or view, i should say, the data around different blockchains that are getting adoption and how much of tokenized
assets are WA tokenized assets are on those chains. So this is updated on a daily basis, and you can see what's happening with the different blockchains like Ethereum, Solana, Canton Network and much more. It's all there, you know. You can look at the data and see what's being built on which blockchains and much more so, things are moving in the right direction here, guys, this is very very bullish. Okay, folks, that's the news. Let me know
what you think. Leave your thoughts and comments below. Hit the thumbsup button subscribe if you haven't as yet. Be sure to subscribe to my free email news that it is one hundred percent free. Link will be in the description. Be sure to grab a copy of my book on Amazon. It's available in paperback and digital, and check out my course at Mycrypto course dot com. This is a comprehensive course is that teaches you everything you need to know
about crypto. Knowledge is power. Expand your knowledge about blockchaining, crypto technology. Check it out. All the links will be in a description. Folks, thank you so much for tuning in. I appreciate you all, and I'll talk to you all later
