According to BitMEX Research, tokenised and traditional markets will gradually converge until their differences are indistinguishable, as stated in a post on Aug 9, 2025 (source: BitMEX Research). For trading, this thesis signals that price gaps between tokenised real-world assets and legacy instruments could narrow across venues, focusing attention on liquidity alignment, spread compression, and settlement standardization over time (source: BitMEX Research). The post provides no quantitative metrics or timeline, so traders should treat this as a directional market-structure view rather than an immediate execution signal (source: BitMEX Research).

According to @BitMEXResearch, tokenisation of real world assets is superior to traditional securitization for market efficiency and investor outcomes. According to BlackRock, its BUIDL tokenized fund issues programmable shares on Ethereum that enable on-chain transfers and real-time transparency. According to Securitize, BUIDL subscriptions and redemptions settle in USDC with Securitize acting as transfer agent, directly linking institutional cash flows to crypto rails. According to Franklin Templeton, its tokenized U.S. Government Money Fund records share ownership and daily transactions on public blockchains, demonstrating operational visibility and automated record-keeping. According to 21.co research, tokenized U.S. Treasury assets outstanding surpassed 1 billion dollars in 2024, signaling growing demand for on-chain fixed-income exposure. According to the Monetary Authority of Singapore, Project Guardian pilots showed tokenized asset trading and automated compliance across major banks, evidencing lower settlement friction and higher liquidity potential on-chain.

According to @BitMEXResearch, tokenisation of real-world assets is superior to traditional securitization, spotlighting institutional focus on onchain issuance and settlement, source: BitMEX Research post on X dated Aug 9, 2025. Live deployments support this thesis: BlackRock launched the BUIDL tokenized fund on Ethereum in March 2024, showing large asset managers are using public blockchains for real-world asset exposure, source: BlackRock press release March 2024. Franklin Templeton operates the Franklin OnChain U.S. Government Money Fund with BENJI tokens on Stellar and Polygon, confirming multi-chain distribution for tokenized money market products, source: Franklin Templeton official fund materials updated 2023–2024. Interoperability has been validated at the messaging layer as SWIFT and Chainlink demonstrated tokenized asset transfers across public and private chains using Chainlink CCIP, highlighting infrastructure relevance for LINK in RWA workflows, source: SWIFT and Chainlink joint pilot report September 2023. Trading signals: increased RWA activity on Ethereum can translate into higher demand for gas as all Ethereum transactions require ETH to pay fees, making ETH network usage a direct onchain indicator to track, source: Ethereum.org documentation on transactions and gas. Additionally, tokenized Treasuries and cash-equivalent products such as Ondo Finance’s OUSG and USDY provide observable onchain inflow data that traders can use as proxies for RWA adoption, source: Ondo Finance product documentation and onchain transparency pages.

According to BitMEX Research, industry commentator Max Keiser has followed their account eight years after publicly praising BitMEX's research quality. This renewed public association may strengthen BitMEX Research's perceived credibility among traders and institutional investors, potentially influencing market sentiment around BTC and related crypto derivatives. Enhanced reputation can drive increased engagement with BitMEX's market analysis, offering actionable insights for active crypto traders (Source: BitMEX Research via Twitter).

According to @BitMEXResearch, the current debate among those seeking superior forms of money centers on whether to add zeros, not slash them, reflecting ongoing confidence in Bitcoin's (BTC) value proposition as an inflation hedge and store of value. This narrative reinforces bullish sentiment among traders, as it frames BTC as a potential solution to fiat currency devaluation, fueling positive momentum and potentially increasing demand in crypto markets (source: @BitMEXResearch).

According to BitMEX Research, the proposed Consensus Cleanup softfork (BIP54) for Bitcoin introduces foundational changes aimed at addressing several network bugs. The analysis highlights that these fixes could enhance network reliability and security, potentially reducing unforeseen risks for BTC traders. With BIP54 laying essential groundwork, traders should closely monitor upcoming protocol developments that may influence Bitcoin price stability and market sentiment. Source: BitMEX Research.

According to BitMEX Research, questions have been raised regarding alleged connections between Bitcoin (BTC) and terror funding, specifically in response to public statements by Rana Foroohar. BitMEX Research highlights the lack of concrete evidence supporting these claims and emphasizes that such narratives can influence regulatory sentiment and trading behavior in the cryptocurrency market. Traders should monitor for potential policy responses or increased scrutiny, which may impact BTC price volatility and liquidity, as noted by BitMEX Research.

According to BitMEX Research, the significance of each Bitcoin halving event decreases over time, with the impact on supply inflation being less than half as important every four years. The research highlights that the ratio of subsidy cut to outstanding supply at each halving becomes progressively smaller, indicating that future halvings will have a reduced effect on Bitcoin's (BTC) price and overall market dynamics. This trend is critical for traders to monitor, as it may lead to less pronounced price volatility during future halving cycles (source: BitMEX Research).

According to BitMEX Research, the Bitcoin (BTC) Lightning Network faces significant security risks from future quantum computers, which could break its underlying ECDSA cryptography. The research outlines a detailed proposal for making Lightning Network transactions quantum-resistant by implementing post-quantum cryptography (PQC) standards, such as a one-time signature scheme. While this proposed upgrade could lead to larger transaction sizes and increased complexity, BitMEX Research emphasizes that it is a crucial measure to safeguard the long-term security of funds transacted on Bitcoin's primary layer-2 scaling solution.

According to @BitMEXResearch, Lamport signatures, a type of hash-based digital signature scheme, are presented as a simple and viable solution for making Bitcoin (BTC) quantum-safe. The research suggests that while there is no concrete evidence of an imminent threat to Bitcoin from quantum computing, the first step towards mitigation is to provide users with the option to spend their BTC using quantum-safe methods. @BitMEXResearch posits that the level of user adoption for such features will be the primary driver for any subsequent developments in securing the network against future quantum risks.

According to @BitMEXResearch, a potential strategy to mitigate the risks posed by quantum computing to cryptocurrencies like Bitcoin (BTC) involves a three-step, ordered approach. The first step proposed is the creation of a new quantum-resistant spend type within the network, as cited in the post. Following this, if these new quantum-resistant spends gain significant popularity, the second step would be to consider banning new transactions to older, quantum-vulnerable addresses after a substantial grace period. The final step outlined by @BitMEXResearch is to implement a quantum-safe signature scheme for all new Unspent Transaction Outputs (UTXOs), securing future transactions against potential quantum threats.

According to @BitMEXResearch, a historical event from 2014 highlights early governance challenges within the Bitcoin ecosystem. The research points to an instance where Ryan Selkis advocated for increased transparency from the Bitcoin Foundation board. However, the board reportedly rejected this, prioritizing the goal of 'making bitcoin bigger' over accountability. This historical context, sourced from a BitMEX blog post, offers traders and long-term investors insight into the foundational debates surrounding Bitcoin's (BTC) governance and decentralization principles that have shaped its development.

According to BitMEX Research, citing data from @0xB10C, Bitcoin's Taproot upgrade is experiencing rapid and successful adoption. Over the last 30 days, 8.6% of all Bitcoin (BTC) transaction outputs, measured by value, were sent to Taproot addresses. BitMEX Research noted that this adoption is 'growing very fast' and described the success as 'tremendous.' For traders, this increasing utilization of a key network upgrade could signal growing network health and efficiency, potentially serving as a bullish long-term indicator for Bitcoin's fundamental value.

According to BitMEX Research, the research arm of the cryptocurrency derivatives exchange, there is a strong call to revert the BitMEX logo, user interface (UI), and overall branding back to its 2017 iteration. This proposal suggests a return to the platform's classic design from the period of the major 2017 bull run. For traders, a significant UI overhaul could directly impact trading efficiency, workflow, and user sentiment. A move back to a familiar, albeit older, interface could appeal to veteran traders but may require an adjustment period for others, potentially influencing trading volumes on key products like its BTC perpetual swaps and sentiment around the exchange's native BMEX token.

According to BitMEX Research, the UK Chancellor of the Exchequer may be considering a large-scale sale of Bitcoin (BTC) in a manner reminiscent of former Prime Minister Gordon Brown's sale of UK gold reserves. This historical reference alludes to the sale of gold at multi-decade lows between 1999 and 2002, which is now widely seen as a poor financial decision. For traders, this tweet suggests a significant potential downside risk for Bitcoin's price, as a government-level sell-off could flood the market and depress values, creating a major bearish catalyst.

According to BitMEX Research, the 'Acelerando Bitcoin' conference set to take place in Paraguay is an event of interest. By highlighting the conference, the research entity suggests that discussions around Bitcoin (BTC) adoption, mining, or regulation in the Latin American nation could be significant. Traders may monitor the event for potential news or policy developments that could influence the regional cryptocurrency market and sentiment towards BTC.

According to BitMEX Research, a wallet holding approximately 80,000 Bitcoin (BTC) has reportedly started moving funds to Galaxy, which could indicate preparations for a sale. This on-chain activity suggests potential increased selling pressure on the BTC market. BitMEX Research also noted that previously observed 'Salomon Brothers' OP_Return messages associated with old, large wallets might be a coincidence and unrelated to this specific movement of funds.

According to BitMEX Research, a highly bullish price target for Bitcoin (BTC) has been projected at $116,000. In a public statement, the research entity forecasted that the value of one Bitcoin would reach one hundred and sixteen thousand U.S. dollars by July 10, 2025. This prediction suggests significant upside potential and a strong conviction in the future appreciation of the leading cryptocurrency from a trading perspective.

According to @BitMEXResearch, Bitfinex Securities is expanding its Real World Asset (RWA) offerings with two new tokenized products in the UK, contrasting with the institutional trend led by firms like BlackRock. The first product, "TITAN1," offers investors a 20% annual dividend by investing in community banking debt, while "TITAN2" provides a 50% share of proceeds from litigation financing. Both tokens are issued on the Liquid Network, a Bitcoin (BTC) sidechain, making alternative investments accessible to a broader audience. Jesse Knutson of Bitfinex Securities emphasized that their goal is true disintermediation to fill capital gaps left by traditional banks, unlike institutional RWA products that often replicate existing financial structures. In separate news, Australia’s Securities and Investment Commission (ASIC) has initiated an inquiry into the Australian Securities Exchange (ASX) following the costly failure of its blockchain-based CHESS settlement system upgrade in 2022. The probe addresses ongoing concerns about the exchange's operational stability and risk management. This development highlights the regulatory and execution risks associated with large-scale blockchain implementations in traditional finance. Market data indicates a slight bearish sentiment, with Bitcoin (BTC) down approximately 0.65% and Ethereum (ETH) down 1.05% against USDT in the last 24 hours.

According to @BitMEXResearch, Bitcoin (BTC) is experiencing a period of extremely low price turbulence, with the 30-day implied volatility index (DVOL) falling below 40% to its lowest level in nearly two years. Despite this calm, market makers are signaling that such periods rarely last. Jimmy Yang, co-founder of Orbit Markets, suggests that with the market direction unclear, going long on volatility through instruments like volatility swaps is a viable strategy to position for future price movement. The market is receiving mixed signals, with continued inflows into spot Bitcoin ETFs being counteracted by selling from long-term holders and flat open interest in futures, creating uncertainty about the sustainability of any price rally. Traders are also watching upcoming U.S. labor market data for clues on the Federal Reserve's future interest rate policy. Additionally, historical analysis from market maker Wintermute indicates that July has typically been a month of positive returns for BTC, while a potential 'death cross' on the U.S. Dollar Index (DXY) chart presents a key macro indicator to monitor.