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TradFiが暗号資産を買い上げる:トレジャリー保有の増加とサイファーパンク革新の推進

TradFiが暗号資産を買い上げる:トレジャリー保有の増加とサイファーパンク革新の推進

Hey there, crypto enthusiasts! If you've been keeping an eye on the evolving relationship between traditional finance (TradFi) and the crypto world, you might have caught this intriguing tweet from Matty Tay, co-founder of Colosseum and former Solana contributor. In his post, he highlights a fascinating trend in crypto treasury holdings and drops a call to action for builders in the space. Let's break it down and see what it means for the broader ecosystem, including those wild meme tokens we all love.

The Chart That's Turning Heads

At the heart of Matty's tweet is this eye-opening chart from Blockworks Research, showing the share of total supply held by crypto treasury companies for major assets like Bitcoin (BTC), Ethereum (ETH), and Solana (SOL).

BTC、ETH、SOLなど主要資産を暗号トレジャリー企業が保有する総供給の割合を示すチャート

Looking at the data, BTC leads the pack with holdings steady around 3-3.5% of total supply. ETH has seen a sharp uptick, climbing to about 1.5%, while SOL is holding at roughly 0.5%. The "All" line combines these, painting a picture of growing institutional interest. These treasury companies—think firms like MicroStrategy that stack crypto on their balance sheets—are essentially "pumping our bags" by accumulating these assets, driving up demand and prices.

But what are DATs? Matty refers to "DATs," which likely stands for Digital Asset Treasuries. It's a nod to how TradFi players are integrating crypto into their financial strategies, treating it like gold or other reserves. This isn't just hype; it's real money flowing in, stabilizing and legitimizing the market.

Beyond the Pump: The Cypherpunk Call

Matty doesn't stop at celebrating this TradFi influx. He points out something crucial: while institutional adoption is great, the real game-changer would be "building cypherpunk-inspired products that truly revolutionize the global financial system & expand economic access."

For the uninitiated, cypherpunk refers to the movement that birthed crypto—think privacy-focused, decentralized tech championed by folks like Satoshi Nakamoto. It's about empowering individuals, not just enriching institutions. Matty argues that innovative products rooted in these principles could "pump" the market even harder by attracting mass adoption and solving real-world problems.

He's spot on. We've seen meme tokens explode on vibes alone, but sustainable growth comes from utility. Imagine meme projects evolving into cypherpunk tools: decentralized finance (DeFi) apps with privacy features, or community-driven tokens that expand access to underserved regions. That's where the magic happens.

Colosseum's Open Door for Builders

Wrapping up his tweet, Matty shouts out Colosseum, his venture that's "always open to crypto founders ready to make that happen." If you're a builder with a cypherpunk vision—whether it's a meme token with real tech under the hood or a groundbreaking protocol— this could be your cue to reach out. Colosseum focuses on supporting Solana-based projects, which ties back to the chart's SOL data and hints at why that ecosystem might see even more treasury interest.

What This Means for Meme Tokens

At Meme Insider, we're all about those viral, community-driven tokens, so let's connect the dots. TradFi's treasury plays could indirectly boost memes by increasing overall liquidity and confidence in chains like Solana, home to many top memes. But Matty's message is a reminder: don't just ride the pump—build something lasting. Meme projects that incorporate cypherpunk elements, like on-chain privacy or fair-launch mechanics, stand to benefit the most in this shifting landscape.

If you're diving into meme tokens, keep an eye on how institutional trends influence volatility. Tools like Dune Analytics or Nansen can help track these treasury flows in real-time.

What do you think? Is TradFi the hero or just a temporary booster? Drop your thoughts in the comments, and stay tuned to Meme Insider for more breakdowns on crypto trends that matter.

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