50T Funds

Looking forward to Consensus Miami next week. 50T Funds partner Randy Little will be speaking on institutionalization and Bringing Wall Street Onchain alongside Anchorage Digital's Nathan McCauley, Superstate's Jim Hiltner, CFA and Deus X Capital's Tim Grant. Tune in 5/7 at 10am ET for a great discussion! full speaker agenda here: https://lnkd.in/eEN5C5qj -- Follow for more analysis and updates: 50T Funds Subscribe to our weekly industry newsletter: https://lnkd.in/ePi93NxW 50tfunds.com

Great presentation by Ledn's Adam Reeds and Mauricio Di Bartolomeo from Bitcoin2026. Adam and Mauricio discuss the origins of Ledn (a 50T portfolio company), their journey to a billion-dollar loan book and 30% global market share of BTC-backed loans, completing the world's first investment-grade BTC-backed bond issuance earlier this year with S&P Global, and institutional capital's role in the growth of Bitcoin-backed lending to a $1T market. https://lnkd.in/emUb7Vkx -- Follow for more analysis and updates: 50T Funds Subscribe to our weekly industry newsletter: https://lnkd.in/ePi93NxW 50tfunds.com

As Bitcoin2026 ends today, we are resurfacing 50T Funds managing partner Dan Tapiero's seminal 2019 Real Vision interview with Raoul Pal. Dubbed "The Most Important Bitcoin Interview of all Time" by Raoul, Dan discusses the role of Bitcoin as a macro asset, the impact of market cycles and liquidity on price, and the importance of institutional adoption for digital assets. When this interview was recorded, BTC price was ~$10K, Coinbase was not yet public, and global adoption was nascent. The digital asset ecosystem of today is very different -- US regulatory posture has shifted dramatically; ETFs, corporate treasuries and sovereign reserves hold hundreds of billions in BTC, and institutional adoption has arrived. Yet, the principles are still relevant. Bitcoin's role as a core macro asset has strengthened, tokenization has brought $30Bn+ in RWAs onchain, and it is still early for global adoption. Watch the full interview here: https://lnkd.in/e6b3awG2 -- Follow for more analysis and updates: 50T Funds Subscribe to our weekly industry newsletter: https://lnkd.in/ePi93NxW 50tfunds.com

Excited to join an impressive group of panelists at the upcoming LPGP event. We’ll be exploring how finance and operations leaders are evolving talent strategies as data and AI reshape roles and team structures. Looking forward to sharing insights from our experience at 50T Funds, from hiring effectively in this environment to building operational leverage with AI.

New York sued Coinbase and Gemini this week, alleging their prediction markets are unlicensed gambling - the latest escalation in a state-vs-federal jurisdictional fight that is likely headed to the Supreme Court. Separately, Coinbase launched Agentic.Market, an x402-powered marketplace where AI agents can discover and pay for services autonomously. Kalshi and Polymarket both announced perpetual futures initiatives and Aave led a coordinated "DeFi United" recovery effort that has raised over $200MM needed to recapitalize losses from the $292MM KelpDAO exploit. Read the full newsletter here: https://lnkd.in/ed7yxxmh

50T's Week Ahead in Digital Assets - 4/27: - Bitcoin 2026 kicks off tomorrow in Las Vegas, running April 27-29. Several 50T Funds portfolio companies will participate with speakers including Kraken co-CEO David Ripley, Ledn CEO Adam Reeds and CSO Mauricio Di Bartolomeo and multiple members of the Coinbase and Gemini teams. https://2026.b.tc/ - Solana's core SIMD-266 upgrade expected to be released 4/30, introducing p-tokens to reduce compute usage and improve transaction efficiency. https://lnkd.in/eZgvW-xW - FOMC is scheduled to meet this week, with a rate decision to follow. No change is expected from the 3.5-3.75% range set earlier in the year. - Synthetix is expected to launch new synthetic commodity markets 4/30 as part of its "Re-Launch" initiative to expand beyond crypto-only perps/futures. The new markets will support tokenized RWAs and introduce new trading pairs. https://lnkd.in/egdGumQ4 - SIGN token unlock. 401.11MM SIGN to be released on 4/28, increasing released supply by ~20%. - TON AppKit feature release. Announced in January, the AppKit rollout will provide new developer and app tooling for Telegram Messenger's TON network distribution layer. -- Follow for more analysis and updates: 50T Funds Subscribe to our weekly industry newsletter: https://lnkd.in/ePi93NxW 50tfunds.com

The agentic economy will expand global financial activity by 100x+, and blockchain transactions will grow exponentially as agents proliferate. In just a few years, billions of AI agents will autonomously transact across trading, commerce, compute, and machine-to-machine services. Trust will be a critical chokepoint for unlocking the full potential of the agentic future. Tokenized credentials, verification and onchain standards like Ethereum's ERC-8004 and Solana Agent Registry will form the trust and identity layer underpinning every agentic transaction and behavior. It's still early, but over 150K agents have already been registered via ERC-8004 since its January launch, with BNB Chain and Coinbase's Base network leading all chains in ERC-8004 registrations. -- Follow for more analysis and updates: 50T Funds Subscribe to our weekly industry newsletter: https://lnkd.in/ePi93NxW 50tfunds.com

"All things of value will move onchain." Since the beginning of 2025, total onchain RWA (real-world asset) market cap has grown 6.3x to over $30Bn. Institutions are embracing tokenization and driving growth in RWA issuance. NYSE and Nasdaq (in partnership with 50T Funds portfolio company Kraken) announced tokenized securities trading platforms; J.P. Morgan announced the rollout of JPM Coin for onchain payments; Stripe acquired Bridge; Mastercard announced its acquisition of BVNK; Figure IPO'd on Nasdaq. These are just a few examples. Today's tokenized asset landscape looks very different than 18 months ago: - $12.6Bn in money market funds - $7.3Bn in credit and treasuries - $6Bn in gold The institutionalization of crypto is here -- continued adoption by major tradfi and fintech players will bring more assets and users onchain. -- Follow for more analysis and updates: 50T Funds Subscribe to our Weekly Industry Newsletter: https://lnkd.in/ePi93NxW? 50tfunds.com

“Blockchain is the money of the autonomous agentic future. It's already happening. Most institutions and investors still have no idea.” Dan Tapiero joins the 1000xPod at Blockworks DAS to discuss the next era of crypto, the intersection of blockchain and AI, token vs. equity and the path to $50T. Watch the full interview here: https://lnkd.in/e8NmvAsG -- Follow for more analysis and updates: 50T Funds Subscribe to our Weekly Industry Newsletter: https://lnkd.in/ePi93NxW? 50tfunds.com

Demand vs. Supply Mismatch in Euro Stablecoins Despite exponential growth in total stablecoin supply and transaction volume, Euro stablecoins remain structurally underrepresented. The Eurozone accounts for ~15% of global GDP and the Euro is the second most traded currency globally—28.9% of global FX trading pairs include EUR, and EUR-USD alone accounts for ~20%+ of global FX volume. Yet Euro-denominated stablecoins account for less than 0.25% of total stablecoin supply. As stablecoins continue to grow as the default settlement layer for global digital finance, 50T Funds believes EUR and other non-USD stablecoin supply will close the gap to meet demand. Today, there is a clear opportunity across issuance infrastructure, distribution layers and euro-native financial applications. -- Follow for more analysis and updates: 50T Funds Subscribe to our Weekly Industry Newsletter: https://lnkd.in/ePi93NxW? 50tfunds.com