3 entries tagged tokenization. All writing.
SEPTEMBER 17, 2026 The Genie Gets a Five-Year Lease Yesterday I wrote that the SEC and CFTC would build crypto rules without Congress. This morning the same friend who started that conversation texted me the SEC's "Innovation Exemption" with two words of commentary — "the genie" — and a five-year number. He's right about the number. Here's what the order actually does, the caps nobody is quoting, and the other thing the SEC did in the same building on the same day that matters more than the order. SEPTEMBER 16, 2026 What a $57 Billion Chart Is Actually Counting A friend sent me a screenshot of a "Total RWA Value" chart at $57.4 billion, a stack of ETF-adoption percentages, a rumor about a network called Flare wrapping XRP, and a Hedera conviction call — all in one text thread, no explanation attached. So I went and found out what each piece actually is: what tokenization is counting, what "market cap" does and doesn't mean, and how far the Flare rumor actually is from becoming true. SEPTEMBER 16, 2026 XRP, Basel, and the 1,250 Percent Number A video making the rounds walks through a real trend — stock exchanges tokenizing shares — then pivots to Basel I, II and III, and lands on a specific claim: the newest paper out of Basel mentions XRP dozens of times, therefore the Bank for International Settlements is about to use it. The paper is real. It does name XRP, a lot. Here's what it actually says, and the one number from the same institution that the video leaves out.