Digital Wealth Alpha Of The Week #11

Good morning Digital Assets investor,

This past week hope shined trough like an early spring bird, are we positioning for a comeback? Let’s dive in:

1. Week #11 Market Snapshot

The market seems to have stabilized aout of the fear territory and BTC found a footing above $82K. The US stock market continues on a downtrend while trade wars ramp up, macro and geopolitics still lead the way of market sentiment. Meanwhile the Digital Assets space continues paving the way in stealth mode delivering new opportunities.

2. Nostradamus speaks trough Bitcoiner, Predicts $444.000 Bitcoin.
   

   Josh Mandell, a former Wall Street trader with an exceptional track record, has been making waves in the Bitcoin and MSTR trading space because of his bold prediction. Over the past year, he has transparently shared his trades, turning an $2.1 million investment into an astonishing $22 million in under 6 months.

   Exactly 129 days ago, on November 5, 2024, when Bitcoin was trading at $74K, Mandell predicted Bitcoin to close at $84K by March 15, 2025, with an ultimate peak of $444K in this cycle.

   
   Bitcoin did closed at $84K on the cent on said date, now the Bitcoin community is calling him a prophet… Not a bad dose of hopium right?

3. Deutsche Bank declares Bitcoin "like gold"

Deutsche Bank has compared Bitcoin to gold, highlighting its scarcity, decentralization, and security as key strengths. The bank supports the U.S. decision to create a Strategic Bitcoin Reserve, suggesting it could bring significant economic benefits, such as hedging against inflation and strengthening the U.S. role in the digital economy. The reserve may also help offset the national debt if Bitcoin’s value rises. Deutsche Bank believes this move could set global standards for Bitcoin adoption, encouraging other countries to follow and further legitimizing Bitcoin as a store of value. (CG)

4. Russia is using Bitcoin, Ethereum, and stablecoins for oil trade with China and India to bypass sanctions

Russia is increasingly using Bitcoin, Ethereum, and stablecoins like Tether to trade oil with China and India, bypassing Western sanctions and avoiding traditional banking restrictions. These crypto transactions, reaching tens of millions of dollars monthly, offer faster, more flexible alternatives to conventional payment systems, even as traditional currencies still handle most oil deals.

To facilitate these trades, Russia relies on intermediaries who convert payments into crypto, move them through multiple accounts, and finally exchange them for roubles. Stablecoins like USDT are preferred for their stability and ease of transfer, helping Russian oil companies maintain exports while sidestepping financial barriers. (WG)

5. BlackRock's BUIDL Becomes First Tokenized Treasury Fund to Hit $1B

BlackRock’s $BUIDL fund has become the first institutional on-chain fund to surpass $1 billion in assets under management, capturing about a quarter of the $4.2 billion tokenized Treasury market. Launched in March 2024, $BUIDL allows qualified investors to earn U.S. dollar yields on-chain, positioning itself as a revenue-earning alternative to stablecoins. This milestone highlights the growing institutional adoption of tokenized securities, with $BUIDL now leading over competitors like Franklin Templeton’s $BENJI and Hashnote’s $USYC. (TB)

6. Ondo Finance leads the way as tokenized treasuries reach record $4.2B market cap

Tokenized U.S. Treasuries have reached a record $4.2 billion in market cap as crypto investors seek safer, yield-bearing assets amid a market correction. Ondo Finance leads the surge, with its $OUSG and $USDY tokens nearing $1 billion combined. BlackRock's $BUIDL, Franklin Templeton’s $BENJI, and Superstate’s $USTB also saw strong growth. Experts see this trend as a "flight to quality," with investors moving capital into tokenized Treasuries instead of exiting the crypto space during uncertain market conditions. (CD)

7. Binance leads the biggest institutional crypto investment ever.
   
   Today, MGX (@mgx_ai) made history by perfecting the largest single investment ever in a crypto company—and setting a new benchmark as the biggest investment ever conducted entirely in crypto (stablecoins). 

In a groundbreaking move, MGX, Abu Dhabi’s sovereign Tech & AI-focused fund has poured a staggering $2 billion into Binance in exchange for a minority stake. This milestone not only cements Binance’s dominance in the crypto space but also signals a new era where institutional capital and blockchain technology are becoming inseparable.

8. Aave deploys Horizon, a new initiative to bridge institutional real-world assets (RWA) into DeFi

Aave Labs has launched Horizon, a new initiative aimed at integrating institutional real-world assets (RWAs) into DeFi. Horizon’s first product will allow institutions to use tokenized money market funds (MMFs) as collateral to borrow stablecoins, including Aave’s GHO. The initiative bridges DeFi’s transparency with institutional compliance needs, offering a scalable way for asset issuers to access decentralized liquidity. As tokenized Treasuries and RWAs grow rapidly, Horizon positions Aave to lead this space by enabling institutions to borrow against RWAs while maintaining DeFi’s efficiency and openness.

Meme of the week:

Follow this space to receive the latest Digital Assets intelligence updates as this trends accelerate.

-DWI

Disclaimer: This content is for information and education purposes only and it is not intended to serve as investment, financial, tax or legal advice. Do your own research before investing.