What Does SIMD-228 Mean For Solana? | Analyst Round Table
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I think the reason, like, just seeing d two twenty eight was so controversial is that it is one of the first, changes that I can think of that is not just purely technical, but it's also very economic in nature.
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Hey, guys. Welcome back to another episode of Xerox Research. Before we get into the show today, as we've been doing for the past few weeks, I wanna give a shoot one last shout out to DAS. It's coming to New York. It's gonna be next week. Both Carlos and Mark here on the call from the research team will be there, as well as some other folks from the team and some great speakers and members from around the industry. So if you wanna get your tickets, this is it's kind of your last chance, going into next week. Use code zero x 10 at the link in the description. Grab some tickets, and hopefully, w
think it was largely expected. I like the fact that they highlighted Bitcoin this time around, and they didn't, like, just let leave it at digital asset stockpile. I think it's good that Bitcoin will have, like, a preferential spot, if you will, on the reserve. And I think, like, at the end of the day, it'll be the main focus, which is the way it should have been from, like, the start. I agree with you. Like, I think they will most likely just not sell the assets that they have seized in the past from, like, Silk Road and other, hacks. But, yeah, it could be, like, I I wouldn't, like, rule out
Yeah. I agree. I think it was largely expected, at least for us internally. I was just hoping that the market was also pricing in like a nothing burger. I mean, most of these kind of cryptos, White House summits are most of these White House summits are. Sorry. And not just crypto related. So, I mean, I think it's big in the sense that, you know, if you look six months ago, five months ago, we wouldn't have imagined being, you know, crypto being an agenda in the White House. So I think from that lens, it's really good. You know, not selling, the the Bitcoin that's that's already in possession.
How do we feel about the outlook for, like, Bitcoin from here? And I know, Mark, you've done recent monthly report monthly note on on Bitcoin in general on the network. Like, what are our thoughts going forward? Carlos, you mentioned, you know, there are some states that are pushing bills through, you know, house state house and senates at at the moment, to formalize some kind of, like, state level, Bitcoin investments. But, I guess going forward, this is it's it's a bit different now. Like, I think prior to this event, you know, there was some, like, Hopium still left in a lot of, you know, m
I think something that's unappreciated is BlackRock adding Bitcoin to their model portfolio. And I think they put a 2% allocation, which means that not just from the pure Bitcoin ETFs, just people just like hedge funds or maybe pension funds and traditional advisors choosing their own allocation, but other ETFs that base that use, BlackRock's model portfolio as a sort of index or benchmark will start to have this as an asset allocation in their portfolio long term. It was a recent change. I think it was maybe last month. And, you know, it's gonna take, you know, for chief investment officers a
It's a great call. I wanna to share this, chart you you pulled
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