Friends, |
Three times in the last decade, a wave of money has swept into the crypto market and minted fortunes. |
In the 1st wave, a $1,000 stake had the chance to become $1.5 million In the 2nd, $1,000 had the chance to become $851,000 In the 3rd, $1,000 had the chance to become $729,000
|
Each time, the people who got positioned early had the chance to make a fortune. The people who waited missed out completely. |
Of course I can't promise gains like these, and not every recommendation works. |
But this is what becomes possible when you get positioned before a wealth wave hits. |
The SEC has already voted. The "Innovation Exemption" is already live. 68 of the biggest financial firms on earth are already moving to get in front of it. |
Now here's the part I need you to hear. |
Right now you can join Inside Crypto for $2,100 and get two full years. |
You pay for one year, and I give you the second one free. |
But this offer is expiring soon… |
Get all of the details here before this Wednesday at midnight. |
Let the Game Come to You! |
Big T |
P.S. You also get both 4th Wave research reports, which include the three cryptos I believe Wall Street will partner with, plus the one stock positioned to collect a toll on this entire $100 trillion trend. |
|
|
In case you missed it, here’s Big T’s Digital Asset Daily |
|
|
Blockchain Just Got Its “Barcode” Moment |
How often do you think about barcodes? |
If you’re like me, the answer is almost never. |
You grab a package of cookies off the grocery store shelf and take it to the cashier. She scans it, you hear the beep, pay, and walk out. |
Boring, right? |
But 52 years ago, this system barely existed. Most people had never heard of barcodes. Plenty of retailers and manufacturers were still asking, “Why do we even need this?” |
In 1973, the grocery industry agreed on a common standard called the Universal Product Code (UPC). Nobody looking at it back then could have known it would eventually become part of the basic plumbing of global commerce. |
First, though, they had to get people to use it. |
Stores had to spend money on scanners. But those scanners only made economic sense if roughly 75% of the products on their shelves carried barcodes. |
Manufacturers faced the opposite problem: changing their packaging only made sense if enough stores had scanners to read the codes. |
Everybody was waiting for everybody else. |
Then, on June 26, 1974, a cashier at a Marsh supermarket in Troy, Ohio, slid a 67-cent pack of Wrigley’s Juicy Fruit gum across a scanner. |
Beep. |
For the first time, a UPC had been used in a commercial transaction. And once the technology started proving itself, mass adoption eventually exploded. |
Checkout lines moved about 40% faster. Stores could track inventory more accurately. Retailers installed more scanners. Manufacturers printed more barcodes. |
Eventually, barcodes became so embedded in retail that opting out wasn’t an option. If you wanted your products on shelves and moving through checkout, you had to use them. |
Today, more than 1 billion products carry GS1 barcodes, and those barcodes are scanned more than 10 billion times every day worldwide. GS1 — the global standards organization behind UPC barcodes — serves more than 2 million companies across 150-plus countries. |
I’m telling you that story because financial markets are approaching their own version of that first beep. |
On Wednesday night, Daily editor Teeka Tiwari pulled back the curtain on what he calls the Fourth Crypto Wealth Wave. |
The first three waves brought new pools of money into crypto. First came regular people.
Then private wealth. Then Wall Street. The Fourth Wave flips that relationship around. |
Instead of simply bringing more money into crypto assets, the Fourth Wave is moving traditional financial assets — stocks, bonds, funds, deposits, and eventually much more — onto blockchain rails. |
That process is called tokenization. And the potential scale is enormous. TD Cowen says on-chain capital could grow from roughly $4.6 trillion to more than $100 trillion by 2030. |
Let that number sink in: $100 trillion. |
Nothing in the first three Crypto Wealth Waves came close to a pool of assets that large. |
Now, the SEC has opened the door to tokenized U.S. markets – and the floodgates to the Fourth Crypto Wealth Wave. |
On September 17, the SEC issued what it calls the Innovation Exemption. |
Without getting into the weeds, it gives qualifying Tokenized Securities Venues a pathway to begin trading certain tokenized U.S. stocks on-chain without first having to fit every part of that new market into rules written for traditional exchanges. |
The exemption comes with limits, disclosure requirements, and investor protections. The SEC also requires tokenized stocks traded under the exemption to give holders the same rights and privileges as the equivalent traditional shares. |
The important part is simple: companies no longer have to wait. They can start building now while the SEC writes the longer-term rules for these markets. |
That breaks the dam that has held tokenization back — the same kind of coordination problem the grocery industry faced before barcodes became standard. |
Everybody Has Been Waiting for Everybody Else |
Since 2018, Teeka has predicted tokenization would become mainstream because it offers some obvious advantages: longer trading hours, faster settlement, easier transfers, and the ability to plug assets directly into blockchain-based financial applications. |
But good technology alone doesn’t create a market. |
Trading venues need assets and users. Public companies need viable markets and investor demand. Investors need a reason to leave the system they already know. |
Everybody has been waiting for everybody else. |
The Innovation Exemption clears that roadblock. Qualifying venues can now start offering tokenized U.S. stocks on-chain and test whether these new rails actually give investors something better. |
And this is where the Fourth Wealth Wave starts to make sense… |
Apple is still Apple. Microsoft is still Microsoft. |
Tokenization doesn’t turn a company into cryptocurrency. It moves the ownership and trading infrastructure underneath the asset onto blockchain rails. |
A tokenized security is still a security. The difference is that the ownership record can be maintained on a blockchain network. |
That opens the door to things traditional markets struggle to offer today — around-the-clock access, faster settlement, fractional ownership, and easier movement of assets between financial platforms. |
The first barcode didn’t transform global commerce by itself. It proved the new system worked. Once retailers and manufacturers saw the advantages, mass adoption was inevitable. |
That’s what the SEC has now made possible for tokenization. |
Putting a Stock on a Blockchain Is Only Half the Job |
Earlier this year, when fighting in the Middle East erupted after traditional markets had closed, oil futures and gold markets were dark. |
Decentralized crypto exchanges were still open. |
Traders used the decentralized exchanges to price oil-, gold- and silver-linked contracts in real time. And more than $1.2 billion in oil-linked trading volume moved through one decentralized platform over that weekend. |
Those contracts were synthetic perpetuals (contracts that track the price of oil or gold with no expiration date ), not tokenized stocks. But the lesson is useful: when financial rails give people access they can't get somewhere else, people use them. |
That’s exactly what tokenized markets now have a chance to prove. |
There’s another piece of this story that I think most people are overlooking. Putting a stock on a blockchain is only half the job. |
Somebody still has to connect that digital record with the official record of who owns the shares. Dividends have to reach the right shareholder. Voting rights have to work. Stock splits, transfers, and other corporate actions still have to be recorded correctly. |
That bridge between traditional ownership and digital ownership is critical infrastructure. |
The SEC itself describes transfer agents as maintaining the official list of registered owners so investors can receive distributions, communications, and the other rights that come with security ownership. |
If trillions of dollars in traditional assets start moving on-chain, the companies that build that bridge could sit in one of the most valuable pieces of the entire system. |
Capital Flows Where Markets Are Open |
That brings us back to the Fourth Crypto Wealth Wave. |
Teeka has already identified three crypto tokens sitting directly in the path of this $100 trillion tokenization trend. And he’s found one publicly traded company building a critical bridge between traditional finance and the tokenized system. |
Teeka walked through the full research Wednesday night during his Fourth Crypto Wealth Wave investment briefing. He explained why each of the three tokens sits in the path of this trend and gave away his No. 1 crypto pick for free, just for watching. |
Click here to stream the replay. |
Fifty-two years ago, one 67-cent pack of gum showed the grocery industry that a completely new check out system could work. Once retailers and manufacturers saw the benefits, adoption of the technology exploded. Barcodes spread from a single checkout lane to more than a billion products around the world. |
Today, it’s just part of how commerce works. You hear the beep and never give it a second thought. |
We’re watching tokenization reach its version of that first beep. |
And if the $100 trillion trend TD Cowen sees coming is right, this Fourth Wealth Wave has a long way to run. |
Don’t Watch the Future Happen. Own It! |
Houston Molnar |
P.S. The special 4th Crypto Wealth Wave pricing closes tonight at midnight. After that, the $3,150 discount is gone and the price goes way up. |
If you're ready to get positioned before this $100 trillion shift, lock in your discount here before it's gone. |
|
|
|
|
|
