Breaking news from yesterday and thoughts - Grayscale confidentially filed for an IPO with the SEC. No details yet on share count or valuation, and timing remains flexible. - SharpLink Gaming is now the largest ETH corporate holder at 280,706 ETH, surpassing the Ethereum Foundation. It bought 74,656 ETH last week for $156M, bringing its total ETH holdings to around $858M. They raised $413M via a stock sale, with $257M still available for more ETH buys. - Metaplanet revealed that Fidelity’s custody arm, National Financial Services now holds a 12.9% stake, becoming its largest shareholder. The 84.4M shares are worth about $820M. Metaplanet has raised over $1B this year to build its BTC reserves, after its recent buy, now totaling 16,352 BTC acquired for around $1.64B. - Standard Chartered has launched BTC and ETH spot trading for institutional clients, becoming the first major global bank to offer regulated, USD/paired crypto trading. It’ll be ran through its UK branch. - @OndoFinance has acquired @strangelovelabs to boost development of its RWA stack. Former Strangelove CEO Jack Zampolin will join Ondo as VP of Product. This follows Ondo’s $250M RWA investment plan with Pantera and its recent deal to acquire @Oasis_Pro_ - @KaminoFinance is now accepting tokenized stocks as collateral, starting with Apple’s AAPLx. Powered by Chainlink’s @xStocksFi data standard, this will make Kamino the first major defi lending platform to support tokenized equities. The move is part of their v2 upgrade, aiming to build a full onchain asset marketplace.