
{"id":82852,"date":"2025-07-22T13:47:26","date_gmt":"2025-07-22T13:47:26","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=82852"},"modified":"2025-07-22T13:47:26","modified_gmt":"2025-07-22T13:47:26","slug":"the-nvidia-of-crypto","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=82852","title":{"rendered":"The Nvidia of crypto."},"content":{"rendered":"<h4>It\u2019s not\u00a0bitcoin.<\/h4>\n<p><em>By <\/em><a href=\"https:\/\/www.riskhedge.com\/author\/stephen-mcbride\"><em>Stephen McBride<\/em><\/a><em>, Chief Analyst at RiskHedge<\/em><\/p>\n<p>Bitcoin (BTC) is the asset of a lifetime.<\/p>\n<p>It\u2019s soared 40,000,000,000% since 2009, enough to turn a small $100 investment into $4\u00a0billion.<\/p>\n<p>I know many folks who bought bitcoin early and made life-changing money.<\/p>\n<p>A few smaller cryptos have followed in bitcoin\u2019s footsteps. And with the regulatory thaw now underway, many more\u00a0will.<\/p>\n<p>And yet, for all its growth, crypto is still a tiny\u00a0market.<\/p>\n<p>Microsoft (MSFT), just one company, is worth more than bitcoin and all other cryptos combined!<\/p>\n<p>How is that possible? Until recently, crypto was a market dominated by individual investors. Wall Street, the big boys, barely touched\u00a0it.<\/p>\n<p>And in the rare times Wall Street firms did invest in crypto, they bought bitcoin pretty much exclusively. That\u2019s one big reason why bitcoin comprises nearly two-thirds of the entire crypto\u00a0market.<\/p>\n<p>But that era is\u00a0ending.<\/p>\n<p>Wall Street money is finally starting to move into smaller\u00a0cryptos.<\/p>\n<p>This is our opportunity\u200a\u2014\u200aand here\u2019s how we\u2019ll profit from\u00a0it\u2026<\/p>\n<h3><strong>Wall Street was essentially banned from investing in smaller\u00a0cryptos.<\/strong><\/h3>\n<p>I say \u201cessentially\u201d banned because there wasn\u2019t a specific law against it. But the prior administration made life miserable for crypto innovators and investors.<\/p>\n<p>Crypto banks were shut down by the government. Founders and funds were sued and \u201cde-banked.\u201d Protocols were subject to constant surveillance sweeps.<\/p>\n<p>So, innovation stalled, and capital dried\u00a0up.<\/p>\n<p>Why risk going to jail and having your life\u00a0ruined?<\/p>\n<p>But that\u2019s now changing before our eyes. The US House just concluded \u201c<a href=\"https:\/\/medium.com\/coinmonks\/crypto-week-will-start-a-multi-year-alt-season-539a14b29f2a\">Crypto Week<\/a>,\u201d during which legislators voted on three new crypto\u00a0bills.<\/p>\n<p>The GENIUS Act would give the US its first real stablecoin framework.<\/p>\n<p>The Anti-CBDC Surveillance State Act would ban Washington from ever creating government-controlled stablecoins.<\/p>\n<p>And the CLARITY Act would address the single most painful regulatory issue in crypto: how tokens are classified.<\/p>\n<p>In short, these bills make crypto\u00a0legal.<\/p>\n<p>The House approved all three bills. Trump already signed GENIUS into law. Meanwhile, Anti-CBDC and CLARITY are moving on to the Senate. It\u2019s a big win for\u00a0crypto.<\/p>\n<p>The three bills are part of the wider push to legitimize crypto.<\/p>\n<p>As we\u2019ve been discussing in <em>RiskHedge Venture<\/em> for years, regulatory clarity is the key to unlocking trillions of dollars of Wall Street\u00a0funds\u2026<\/p>\n<p>And unleashing a wave of innovation in\u00a0crypto.<\/p>\n<h3><strong>The grand prize for Wall Street\u00a0is\u2026<\/strong><\/h3>\n<p>Tokenization.<\/p>\n<p>The real disruptive power of blockchain is that it cuts out middlemen. It\u2019s banking without the\u00a0bankers.<\/p>\n<p>We\u2019ve already seen this happen with crypto\u2019s \u201ckiller use case\u201d\u200a\u2014\u200astablecoins.<\/p>\n<p>They\u2019re the only way to send $10,000 to a friend halfway around the world in seconds, from your phone, for less than a penny. All because they avoid middlemen like Western Union, PayPal Holdings, and\u00a0banks.<\/p>\n<p>And adoption is rising rapidly. The number of <a href=\"https:\/\/medium.com\/p\/8d107d918fb2\">stablecoins<\/a> in circulation recently hit $250 billion. That\u2019s more than physical Canadian dollars or British pounds in circulation.<\/p>\n<p>Stablecoins = the tokenization of the US dollar. Next, every stock, bond, piece of real estate, barrel of oil, and work of art is moving on-chain.<\/p>\n<p>The total value of all real-world assets is estimated to be over $250 trillion. That\u2019s the kind of market potential we\u2019re talking about\u00a0here.<\/p>\n<p>And Wall Street is at the vanguard of tokenization.<\/p>\n<p>BlackRock, the world\u2019s largest asset manager, recently launched a tokenized Treasury\u00a0fund.<\/p>\n<p>Franklin Templeton, another Wall Street giant, did the same with one of its money market\u00a0funds.<\/p>\n<p>Meanwhile, Robinhood started offering tokenized shares of private startups OpenAI and SpaceX to users in\u00a0Europe.<\/p>\n<p>JPMorgan Chase &amp; Co., UBS Group, Visa, BNY Mellon, PayPal\u2026 There\u2019s hardly a Wall Street company that\u2019s not moving onto the blockchain.<\/p>\n<p>Even city states are getting involved. As we discussed last week, <a href=\"https:\/\/click.riskhedge.com\/ss\/c\/u001.xnZZUR9z9VS0z6SLSZa6kdEMb_x0xpzuze5txEa1TKC7yJvahzGhDizwlgrVMISetGe5XIRl-7ZIlsJBy-LGZvSg8vgPYzgaABf06KLRkxEnsUX0KuSaADh8srpjuGULMkAPwAiiG_Gox92UzrlaSs5O4C5igaLHcGFzHdL6El84JanRbtHf5vRBedKvxto8rlhymRhXOW3vT6zLktpTns-Wnl6WYKi879S7DMR9pV7mB5xAehw5nNGl8KyldBG9xQydGLUW7xcmV0U63Tm1Z6vfklmI13wwuF6XptysePeMubWl9d4j1zswjt-tz4InobDNWvDHyGqlyIAtY2s4a-u_bD6MPgEhZziCXuvGm5Oh9XxeiHSg9ghdJXxOsLdtW3t3z1m7s9Xdkdl44-MCOg\/4id\/hYwgVtgvSpykZDYoCDMhig\/h9\/h001.R7wp7xtISMa9D5DYf9YgDee_avFTeWlcbV2msobVpMI\">Dubai just tokenized an entire building<\/a>.<\/p>\n<p>Today\u2019s financial infrastructure hasn\u2019t changed in decades. Yet it handles trillions of dollars of transactions every single\u00a0day.<\/p>\n<p>Imagine what kind of boost crypto will get when these vast sums of money start flowing on the blockchain.<\/p>\n<p>And imagine all the money firms like BlackRock will save by cutting out the middlemen.<\/p>\n<h3><strong>The best way to profit from Phase 1 of tokenization is\u2026<\/strong><\/h3>\n<p>Invest in quality crypto businesses building the pipes of this new financial system.<\/p>\n<p>Think about the best way to make money from the artificial intelligence boom over the past three years: buying infrastructure providers like Nvidia (NVDA). Same in\u00a0crypto.<\/p>\n<p>Most tokenized assets\u200a\u2014\u200afrom stocks to tokenized Treasuries to stablecoins\u200a\u2014\u200aall run on <strong>Ethereum\u00a0(ETH)<\/strong>.<\/p>\n<p>BlackRock, Robinhood, Visa, PayPal, Stripe, and JPMorgan are all building on top of Ethereum.<\/p>\n<p>Ethereum is fast becoming the settlement layer for the new blockchain-based financial system.<\/p>\n<p>And as more assets move onto its chain, Ethereum earns more fees, lifting its\u00a0price.<\/p>\n<p><strong>I like to think of Ethereum as the \u201cNvidia of crypto.\u201d It\u2019s the first big winner. It\u2019s the one to own in Phase 1 of the buildout.<\/strong><\/p>\n<p>But it won\u2019t be the only\u00a0winner.<\/p>\n<p>There\u2019s a new class of smaller, faster, and more specialized protocols that are built for tokenization from the ground\u00a0up.<\/p>\n<p>Some focus on tokenized Treasuries. Some are engineered to host real-world assets like real estate. Some are reinventing lending and borrowing.<\/p>\n<p>These are tiny projects today. They\u2019d be considered \u201cnanocaps\u201d in the stock market. But as Wall Street floods into crypto, these platforms stand to outperform every other major\u00a0crypto.<\/p>\n<p>I\u2019ve just put a brand-new report together on the five coins best positioned to profit as the $16 trillion tokenization trend goes mainstream. For now, it\u2019s available exclusively to <em>Venture <\/em>members. <a href=\"https:\/\/www.riskhedge.com\/go\/RH177SM012\/RMD\">Click here if you want to join us and access the\u00a0report<\/a>.<\/p>\n<p><a href=\"https:\/\/www.riskhedge.com\/go\/RH144SM907\/RMD\"><strong>For more insights, subscribe to my free investing letter <em>The\u00a0Jolt\u26a1<\/em><\/strong><\/a><strong>.<\/strong><\/p>\n<p>I publish fresh research every Monday and\u00a0Friday.<\/p>\n<p><a href=\"https:\/\/www.riskhedge.com\/go\/RH144SM907\/RMD\">Click here to learn\u00a0more<\/a>.<\/p>\n<p><em>\u2014 Stephen McBride, Chief Analyst at <\/em><a href=\"https:\/\/www.riskhedge.com\/\"><em>RiskHedge<\/em><\/a><\/p>\n<p><a href=\"https:\/\/medium.com\/coinmonks\/the-nvidia-of-crypto-0e3d778d6461\">The Nvidia of crypto.<\/a> was originally published in <a href=\"https:\/\/medium.com\/coinmonks\">Coinmonks<\/a> on Medium, where people are continuing the conversation by highlighting and responding to this story.<\/p>","protected":false},"excerpt":{"rendered":"<p>It\u2019s not\u00a0bitcoin. By Stephen McBride, Chief Analyst at RiskHedge Bitcoin (BTC) is the asset of a lifetime. It\u2019s soared 40,000,000,000% since 2009, enough to turn a small $100 investment into $4\u00a0billion. I know many folks who bought bitcoin early and made life-changing money. A few smaller cryptos have followed in bitcoin\u2019s footsteps. And with the [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-82852","post","type-post","status-publish","format-standard","hentry","category-interesting"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/82852"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=82852"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/82852\/revisions"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=82852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=82852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=82852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}