Ethereum DATs have entered the chat—forcefully. May 1: Own <0.1% of ETH supply, $27M in volume. Last Friday: Own 2.4% of ETH supply, $6.5B in volume. 80x holdings. 240x volume. In just 80 trading days. Bitcoin DATs still lead in supply share at 3.4%, for now. Wen flippening?

Episode 209: How Avalanche Became the Trusted Platform for Business with Luigi D'Onorio DeMeo of Ava Labs Alex Tapscott Andrew | SX 🦈 Luigi D'Onorio DeMeo🔺 Avalanche🔺 Ava Labs 🔺 Ninepoint Digital Asset Group 0:00 Introduction 0:26 Business Adoption of Blockchains 4:29 Avalanche’s Evolution Since Inception 13:25

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Summer’s done. One stat that says it all: Crypto ETF Net Flows (June–August) BTC: +$9.9B ETH: +$10.9B Ethereum wins the season.

Bitcoin is charting a rare divergence: steadily grinding to new highs as volatility sinks to multi-year lows. Proof of Maturity, not just Work. Welcome to the institutional era of crypto.

What happens first?

Episode 210: Ding Ding Ding! Opening Bell Rings for Tokenized Stocks with Jim Hiltner of Superstate Alex Tapscott Jim Hiltner @superstatefunds Ninepoint Digital Asset Group 0:00 Introduction 0:28 Tokenization at a Tipping Point 3:55 Superstate: Origin Story & Evolution 10:43 The Promise of

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DeFi lending platforms = one of the most overlooked, fastest-growing sectors in the crypto ecosystem. Deposits are now >$100B. If Aave, the largest protocol, were a U.S. commercial bank, it would rank 39th largest by deposits with $66B. A trend worth monitoring...

Last Friday, in our Digital Asset Digest newsletter, we wrote: “Solana looks primed to be the next big beneficiary of the DAT & ETF wave.” Since then: SOL +8.9% BTC +2.1% ETH +0.5% The market's waking up.

Episode 211: Forget Snakes on a Plane, it's Stonks on a Chain! Alex Tapscott Andrew | SX 🦈 Ninepoint Digital Asset Group 0:00 Introduction 0:29 Convergence of Crypto & Wall Street 6:18 Opportunities & Challenges of Onchain Finance 17:13 Solana’s Recent Outsized Rally 24:04 Inefficiencies in

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Bitcoin has been declared dead 440 times by “expert” economists, market commentators, and traditional investors since its inception. Each red dot marks one of those obituaries. $100 invested at every one—$44K in total—would be worth $120M today. Nobody knows anything.

What does a tipping point look like? Exhibit A | Headlines from the past two weeks: - BlackRock seeks to tokenize ETFs - Nasdaq files to allow tokenized stock trading - CBOE to launch ‘perps’ for Bitcoin, Ethereum - SEC Chair pledges clear rules for onchain markets - Fidelity

Crypto will be the native currency for AI agents.

Episode 212: Why Investors are Betting on Prediction Markets Alex Tapscott Andrew | SX 🦈 Ninepoint Digital Asset Group 0:00 Introduction 1:32 Google’s AI Agent Payments Protocol 2:50 AI Agents: New Internet Interface 4:23 AI Agents: Way to Decentralize Management 12:19 Polymarket & Kalshi

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Episode 213: Merger Mania Comes to DATs. Plus, How to Value Base. Alex Tapscott Andrew | SX 🦈 Ninepoint Digital Asset Group 0:00 Introduction 0:21 DAT mNAVs & Strive-Semler Merger 4:35 Altcoin DATs: Constraints & Risks 14:19 Stablecoin Regulations & Bank Lobbying 30:16 IPO Wave & Custody

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The Internet is evolving - from an Internet of Information to an Internet of Value, powered by blockchain. In the last era, the winners were the MAG7 - Apple, Amazon, Google, Meta, Microsoft, Netflix, and Nvidia - trillion-dollar platforms that dominated the core verticals of