BTC $84,631.62 -1.82%
ETH $2,684.59 -2.42%
BNB $766.65 -1.21%
XRP $1.48 -3.54%
SOL $119.34 -2.11%
TRX $0.3355 +0.29%
DOGE $0.0927 -4.64%
ADA $0.2435 -4.70%
BCH $311.20 -1.16%
LINK $13.96 -3.22%
HYPE $87.89 -2.34%
AAVE $180.83 -0.63%
SUI $1.14 -2.14%
XLM $0.2139 -4.58%
ZEC $1,317.98 -4.79%
AAPL $333.50 +0.69%
AMZN $252.00 +0.86%
GOOGL $343.71 +0.78%
MSFT $517.23 +0.07%
META $728.30 -0.31%
NVDA $234.58 +0.62%
TSLA $370.89 +3.63%
SNDK $1,716.36 -4.44%
INTC $118.22 -3.23%
SPCX $159.01 +6.40%
MU $1,070.14 -3.31%
AMD $632.66 +1.39%
BTC $84,631.62 -1.82%
ETH $2,684.59 -2.42%
BNB $766.65 -1.21%
XRP $1.48 -3.54%
SOL $119.34 -2.11%
TRX $0.3355 +0.29%
DOGE $0.0927 -4.64%
ADA $0.2435 -4.70%
BCH $311.20 -1.16%
LINK $13.96 -3.22%
HYPE $87.89 -2.34%
AAVE $180.83 -0.63%
SUI $1.14 -2.14%
XLM $0.2139 -4.58%
ZEC $1,317.98 -4.79%
AAPL $333.50 +0.69%
AMZN $252.00 +0.86%
GOOGL $343.71 +0.78%
MSFT $517.23 +0.07%
META $728.30 -0.31%
NVDA $234.58 +0.62%
TSLA $370.89 +3.63%
SNDK $1,716.36 -4.44%
INTC $118.22 -3.23%
SPCX $159.01 +6.40%
MU $1,070.14 -3.31%
AMD $632.66 +1.39%

partner

All
Article
Flash

first_img Variant Fund Investment Partner: The bottom of the cryptocurrency market may have appeared in July, and three types of assets will benefit from the market recovery

Variant Fund investment partner Alana Levin stated in her market thoughts for Q4 2026 that the bottom of the crypto market likely occurred at some point in July. She wrote in early July that the bottom seemed close, with Bitcoin at $59,000, Ethereum at $1,600, and ZEC at $420. She mentioned that the question has shifted to whether the bull market is genuinely starting or if it's a false rally, and which projects will benefit the most in the early bull market, assuming the market is in the early stages of a new crypto bull market.Levin indicated that the increasingly formed consensus is that marginal funds are most likely to flow into value storage protocols as currency and protocols that can generate income. She believes Bitcoin is the dominant asset for digital value storage currently, while other competing assets may be valued based on their market capitalization relative to Bitcoin's market cap and its changes. For income-generating protocols, she expects investors to examine whether the income comes from crypto-native activities (like Pump) or traditional financial activities (like Hyperliquid), whether it persists during market downturns, and profit margins; projects with exposure to real-world assets and stablecoin growth, which are expected to attract institutional users and are still led by founders after surviving a bear market, are more likely to achieve higher multiples.She also categorized on-chain projects that can benchmark against non-crypto businesses as a third category, believing that most belong to narrative trading rather than long-term investment. Themes include routing, reasoning, computing power, data collection, and interface-related directions in artificial intelligence, and she is skeptical about whether most scenarios require blockchain; if such projects significantly outperform, she would view it as a signal of nearing the top.

first_img KakaoPay Securities partners with Dinari and Ondo to explore stock tokenization in South Korea

Korean KakaoPay's securities and tokenization platform Dinari and Ondo Finance have reached separate collaborations to explore the on-chain integration of Korean listed stocks and distribution to overseas market investors. KakaoPay announced these two independent agreements on Tuesday, covering the acquisition of target Korean stocks, tokenization infrastructure, and potential distribution arrangements outside of Korea.The collaboration with Dinari will rely on its dShares model for a proof of concept, which aims to retain shareholder rights, including dividends and voting. Dinari currently offers 724 tokenized U.S. stocks and ETFs through dShares, and this collaboration explores extending that model to stocks of Korean listed companies. Dinari CEO Gabe Otte stated that the proof of concept has not yet selected specific Korean listed companies and has not set a commercialization timeline; the proposed model will use locally listed stocks in Korea as the underlying assets, rather than tokens that only track their prices.The initial focus of the agreement with Ondo is to establish a framework for the acquisition and custody of Korean listed stocks, preparing for subsequent tokenization. KakaoPay will operate a comprehensive account for foreign investors to hold and manage the underlying stocks, and both parties will also study the issuance and redemption mechanisms for tokens. This collaboration comes as Korea advances its token securities regulatory framework: the Korean National Assembly passed an amendment in January this year, recognizing distributed ledgers as legitimate securities registries; the Financial Services Commission included it in capital market reforms in June; and the framework is set to take effect in February 2027.

first_img ARK partners with Securitize to tokenize venture capital funds, holdings include OpenAI and Anthropic

According to CoinDesk, asset management company ARK Invest announced a partnership with tokenization platform Securitize to tokenize its ARK Venture Fund (ARKVX), initially issuing it on Ethereum, with potential expansion to other blockchains in the future. The fund invests in private and public companies, with holdings including OpenAI, Anthropic, Stripe, and Databricks. ARK founder and CEO Cathie Wood stated that bringing the ARK Venture Fund on-chain is a natural extension of its mission to democratize investment in disruptive innovation.Securitize CEO Carlos Domingo stated that this move provides investors with diversified exposure to popular private tech companies, allowing them to hold both OpenAI and Anthropic simultaneously if they are uncertain about which will win the AI race. He also noted that tokenization does not put these companies or their shares on-chain; instead, investors receive an on-chain representation of the fund's equity, while the underlying assets remain private, but user investments are liquid. Securitize also plans to provide daily net asset values and support on-chain market trading of fund equity.This collaboration builds on the existing relationship between the two parties, as ARK made a strategic investment in Securitize last year. Currently, Wall Street asset management companies are accelerating the introduction of traditional financial products to the blockchain, with early attempts like BlackRock's BUIDL and Franklin Templeton's BENJI fund primarily focused on U.S. Treasury and money market products, now expanding into stocks and private markets.
app_icon
ChainCatcher Building the Web3 world with innovations.