Kaizen (Japanese: 改善, 'improvement') We follow the market, no one can predict it. - Crypto trader. https://xitter.cf/t.co/IOai3LIL4M
Markets
Joined April 2022
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Kaizen retweeted
Ethereum is the #1 choice for global financial institutions.
Over the last few months, adoption has accelerated. Here are 35 stories of how institutions are building on Ethereum.
1/ @krakenfx launched xStocks on Ethereum, issuing tokenized versions of popular U.S. stocks and ETFs as ERC-20 tokens.
Kraken’s eligible clients can now deposit and withdraw fully collateralized equities, directly on Ethereum.
2/ @OndoFinance launched Ondo Global Markets on Ethereum with 100+ tokenized U.S. stocks & ETFs.
24/7 access to programmable equities, backed by real securities, is now available alongside DeFi integrations for lending, trading, and more.
3/ @ChinaAMC_HK launched its Select USD Money Market Fund on Ethereum, one of the first tokenized funds from a major Chinese asset manager.
One of Asia’s largest firms (over $449B AUM) now provides access to high-quality, short-term USD instruments with 24/7 settlement.
4/ @Fidelity introduced the FDIT tokenized money market fund on Ethereum.
The Fidelity Digital Interest Token (FDIT) brings the bank’s investors the speed of onchain settlement alongside the stability of traditional instruments.
5/ @Google announced the Agent Payments Protocol (AP2), enabling AI agents to autonomously execute payments using stablecoins on Ethereum.
Built in collaboration with The Ethereum Foundation, Coinbase, MetaMask, and others, AP2 allows AI to transact securely, bridging the gap between automated intelligence and finance.
6/ @UBS, @PostFinance, @sygnumofficial, and the Swiss Bankers Association successfully piloted Deposit Tokens on Ethereum.
By demonstrating legally binding cross-bank settlement on Ethereum’s public infrastructure, the proof-of-concept paves the way for programmable, instant, cross-institution settlement.
7/ Santander’s @openbank_es launched ETH trading services in Germany, allowing customers to buy, sell, and custody ETH directly through their bank accounts.
This integration is a strong signal of institutional confidence in ETH under MiCa regulation.
8/ @AmericanExpress launched Amex Passport, blockchain-based travel stamps minted as NFTs on Ethereum L2 @base.
Cardholders can now create an onchain record of experiences and memories from international trips, blending loyalty rewards with digital ownership.
9/ The first tokenized S&P 500 Index Fund licensed by @SPDJIndices, SPXA, was launched by @centrifuge on Base.
10/ SWIFT and 30+ banks are designing a blockchain ledger to support tokenized assets and real-time, 24/7 cross-border payments alongside existing financial systems, starting with a prototype with Consensys.
@swiftcommunity connecting 11,500+ institutions globally will create a bridge between traditional finance and onchain value.
11/ @SocieteGenerale FORGE, an integrated subsidiary of the 161-year-old commercial bank, deployed EURCV & USDCV lending and trading on Ethereum DeFi protocols Morpho and Uniswap.
One of the largest custodians in Europe now provides institutional-grade collateral and liquidity for DeFi markets.
12/ @Stripe expanded its crypto support on Ethereum to include stablecoin-based subscriptions and recurring billing.
Hundreds of thousands of companies that use Stripe can now accept USDC for subscriptions with automatic renewals, building on Ethereum for lower-cost payments with near-instant settlement.
13/ @Securitize and @FGNexusio tokenized the FGNX stock on Ethereum, representing the first NASDAQ-listed preferred equity issued fully onchain.
Ethereum is the platform to build programmable assets that bring public markets to the digital age.
14/ @AntGroup, the fintech behind @Alipay, launched @JovayNetwork, a L2 for institutional tokenization.
The company behind one of the world's largest retail platforms is now building global institutional settlement for tokenized assets on Ethereum.
15/ @jpyc_official launched the world's first yen-pegged regulated stablecoin on Ethereum.
Complaint, programmable yen transactions are now available worldwide, backed 1:1 by yen reserves under Japan’s Payment Services Act.
16/ @BNYglobal and Securitize announced a tokenized AAA-rated CLO fund on Ethereum.
Institutional credit moving onchain brings liquidity and transparency to traditional asset classes.
17/ Google partnered with @Polymarket, integrating onchain prediction market data to Google search results.
The largest search provider now leverages the Ethereum ecosystem as a primary source of truth.
18/ @StartaleGroup released the Startale App, a SuperApp for @soneium's growing Ethereum L2.
Mainstream users in the Soneium L2 ecosystem can now access simple onchain interactions and rewards with a unified platform for wallets, assets, and apps.
19/ @jpmorgan migrated its tokenized deposit product, JPM Coin (JPMD), from its internal permissioned blockchain to Base.
Moving from a private chain to an Ethereum L2 will meet demand from JPMorgan’s institutional clients for payments, collateral, and margin settlement on public infrastructure.
20/ @Mastercard announced it will build on Ethereum L2 @0xPolygon to expand its Crypto Credential program to self-custody wallets.
Working with @mercuryo_io, the expansion will allow Mastercard users to send crypto using verified, human-readable aliases.
21/ @Amundi_ENG, Europe’s largest asset manager ($2.75T AUM), launched a tokenized share class of its euro money market fund on Ethereum mainnet.
Bringing traditional cash management onchain unlocks 24/7 settlement and composability for euro-denominated capital.
22/ Sony Bank announced plans to launch a USD-pegged stablecoin on @soneium, its Ethereum L2, in early 2026.
From gaming to finance, Sony is building its ecosystem’s home base on Ethereum.
23/ @WisdomTreeEU introduced the world’s first physically-backed ETP for @LidoFinance Staked Ether.
The fund will provide European investors with regulated exposure to the spot price of stETH and its ETH staking rewards.
24/ The @CFTC announced a pilot program that will allow ETH, BTC, and USDC to be used as collateral in US derivatives markets, alongside new guidance on using tokenized assets as collateral.
This marks a significant shift in how ETH and other digital assets can be integrated into regulated US markets.
25/ @BlackRock filed for a staked ETH ETF.
Following the success of their spot ETH ETF, this filing seeks to unlock the value of Ethereum's native staking reward rate for traditional investors.
26/ The @ADI_Foundation, backed by IHC, announced the mainnet launch of institutional L2 @ADIChain_, part of the @zksync Elastic Network.
Supported by the UAE's largest conglomerate, ADIChain will host the country's regulated stablecoins and aims to bring 1 billion people onchain across the Middle East, Asia and Africa.
27/ JP Morgan launched MONY, their first tokenized money market fund, on Ethereum mainnet.
The firm seeded the fund with $100M of its own capital, signaling their commitment to public chain tokenization.
28/ @coinbase announced Coinbase Tokenize, built on Base, as their new end-to-end institutional platform for tokenizing RWAs.
Combining issuance, custody, compliance, trading, and infrastructure, the new product will streamline the process of bringing assets like tokenized stocks, equities, funds, and real estate onchain in the Ethereum ecosystem.
29/ @RobinhoodApp added 500 tokenized assets on @arbitrum, bringing their platform to nearly 2000 assets tokenized.
With over $14M in total tokenized value, Robinhood continues deepening their integration with Ethereum’s L2 ecosystem.
30/ @BlackRock, @Mastercard, and @FTI_Global partnered with the ADI Foundation in the UAE, builders of the ADIChain L2.
The group will explore tokenized asset structures, digital asset regulatory frameworks, stablecoin settlement, and cross-border payment infrastructure.
31/ @SoFi became the first national US retail bank to issue a stablecoin (SoFiUSD) on a public, permissionless blockchain.
Launched on Ethereum, SoFiUSD will first be used for faster, cheaper internal settlements for the fintech giant and its partners.
32/ @telcoin launched eUSD on Ethereum and Polygon, a regulated U.S. dollar stablecoin issued by Nebraska state-chartered digital asset depository institution Telcoin Digital Asset Bank.
The launch marks another milestone in U.S.-regulated banks issuing stablecoins directly on public blockchains, bringing traditional regulated banking to the Ethereum ecosystem.
33/ @Grayscale distributed the first ETH staking rewards to ETHE ETF shareholders.
In a first for US regulated products, investors received Ethereum’s native yield directly, proving that staked ETH ETFs can deliver the economic utility of the network.
34/ @MorganStanley filed for a Staked Ether ETF, doubling down on its crypto strategy.
One of the world’s largest wealth managers is moving beyond spot exposure to capture Ethereum’s native staking yield for clients, signaling a shift to productive participation.
35/ The ADI Foundation partnered with M-Pesa to bring 60M+ users onchain.
Africa’s largest mobile money platform is integrating blockchain rails to power instant cross-border payments and stablecoin transactions, merging massive fintech scale with Ethereum’s global settlement layer.
—
Ethereum is the trusted, global settlement layer for real-world adoption, used by institutions, governments, and enterprises worldwide.
Learn more about building on the institutional liquidity layer: institutions.ethereum.org/
Kaizen retweeted
Beta access will open soon for free.
Everyone who likes and shares the attached post will get exclusive free access to it.
What are you waiting for?”
Click and share!
The new Range Screener is unlike anything out there.
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Don’t believe me? Try Googling a range detection algorithm, indicator, or bot. It doesn’t exist.
This screener scans 1,300+ pairs in real time, detects ranges automatically with my own custom formula, and delivers the best opportunities every minute.
Nothing else hunts, validates, and tracks ranges at scale. Period.
👉 Beta access opens next week. Want in?
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It’s that easy and it’s the only way.
King of Range 👑
Kaizen retweeted
Based on the last 18 months of data that @BrighterData has collected and quantified on #Bitcoin we can see that 88.3% of weekly candles form the first pivot on Monday or Tuesday!
Shall I make a video on how I make use of this knowledge?
50+ likes
15 retweets
I make it happen
Kaizen retweeted
Insights. Strategy. Clarity.
This week on BrighterData:
Conversations with @MauriceTrades and @sergio_tesla_
Real data. Real traders. Real edge.
Don’t miss it.
Kaizen retweeted
Every trade gets documented.
Not just the wins… especially the losses.
– Why did I take it?
– What was the plan?
– Did I follow it?
Journaling is how you build self-awareness.
We can’t improve what we don’t track.
Kaizen retweeted
This is my third "educational" post:
Hedging: Long-Short and Pair-Trading Tactics
Traders sometimes need more than a simple up or down view. Hedging holding offsetting long and short positions, lets you stay active even when the broader direction is uncertain. Instead of betting everything on one outcome, you spread risk and focus on relative performance. I'm not saying you should use this strategy always, it's a strategy I like to use when I'm not sure about the direction but I expect a decent move up/down and I think I can profit from it no matter which direction it takes. I also use it to cover spot investments.
1. What Hedging Means in Crypto Perpetuals
A hedge is a position opened to reduce or offset the risk of another position.
Example: if you hold spot Bitcoin but expect a pullback (and don't want to sell your spot), you can open a short BTC-perp. Any drop in price hurts your spot but helps your short, cushioning the blow. The goal is capital preservation, not maximum profit.
You also need to know hedging reduces risk but also caps upside. If the market rallies sharply and you are hedged, your gains will be smaller than if you were outright long because the short leg eats into them. Then hedging is a risk-management tool rather than a profit-maximisation tactic. In active trading, however, you can deploy hedges tactically: instead of protecting just one asset you already own, you can open simultaneous long and short positions in different assets to try to earn regardless of broad market direction. That is where the long-short strategy comes in.
2. Long-Short Strategy
When you are unsure whether the market will rise or fall but suspect that some coins will behave better than others, a long-short approach makes sense. You go long an asset you believe is strong and short one you view as weak, holding both legs concurrently. Your long benefits if the market moves up; your short pays off if the market heads down. Crucially, the two assets should be correlated with the general trend so that they tend to move the same way, but by different magnitudes. This limits overall market exposure and shifts the profit driver to their relative performance.
In practice, a strong coin long and weak coin short hedge each other. If the market as a whole rallies, the strong coin should rise more than the weak one, giving a net gain. If the market dumps, the weak coin is likely to drop harder, so the short’s profit exceeds the long’s loss. Either way, you earn on the spread between the two. The focus moves from guessing the next macro swing to identifying which assets will outperform or underperform.
You cover risk in one asset by trading another correlated asset. If you hold Bitcoin but expect Ethereum to prove more volatile, shorting ETH can partially hedge your BTC exposure. Likewise, an altcoin investor might short BTC perps to offset systemic market risk. The aim is to neutralise overall beta: your net result no longer depends on “everything up” or “everything down” but on how much your long rises versus how much your short falls, or vice versa.
3. Pair Trading: Market-Neutral Hedging
Pair trading formalises long-short hedging in a systematic way. It is designed to be market-neutral. You open a long in one asset and a short in another at the same time. One leg naturally offsets the risk of the other. Ideally, the two assets belong to the same sector or share a common driver and have a strong positive correlation, so their prices usually move together.
Pair trading profits from relative value, not overall direction. In traditional markets, you might buy an undervalued stock and short an overvalued peer, banking on the spread converging. Crypto works the same: choose two coins that normally move in tandem but where you see a divergence in fundamentals or momentum.
Simple example 1: long ETH / short BTC if you expect ETH to outperform (ETH/BTC ratio rises).
Simple example 2: long BTC / short a basket of weak alts if you fear a broad correction, since alts tend to drop harder than Bitcoin in bear phases.
Because you always hold a long and a short, the net P&L depends mainly on their relative change, not the market trend hence the label market = neutral. Achieving this neutrality requires care. The two assets must stay meaningfully correlated; if they decouple, the hedge can fail. Position sizing should also reflect each coin’s volatility: if your short is twice as volatile as your long, you might size it at half the dollar value That keeps the pair roughly beta-neutral.
4. Key Steps for Building a Long-Short Hedge
1. Select “strong” versus “weak” assets
Identify long-leg candidates with solid fundamentals, positive catalysts, or visible relative strength. Pick short-leg candidates that look overvalued, face negative news, or exhibit structural weakness. Selection must be done coin by coin with clear reasoning, not randomly.
2. Check correlation (pair trading)
The two assets should share a positive correlation or common driver. Without this, one leg may not offset the other. Ideally they belong to a related space—two DeFi tokens, or a Layer-1 versus its ecosystem tokens.
3. Balance position size
Allocate capital so the dollar impact of a typical market move is similar on both sides. Often that means weighting by volatility or beta rather than splitting 50 / 50.
4. Monitor and manage risk
Track the relative spread. Set take-profit and stop-loss levels based on the difference between the two, not their standalone prices. Use strict risk controls: two leveraged positions mean double the scope for error. Factor in funding rates, which can eat into returns if you stay hedged for long periods.
5. Practical Example: The Solana-ETF Rumour
Imagine rumours surface that the SEC will approve a Solana spot ETF. That catalyst would push SOL and Solana ecosystem coins higher, but the broader market outlook remains murky. A trader who wants upside exposure yet seeks protection might structure:
Long: SOL + selected Solana ecosystem tokens - ETF narrative could make these rally hardest; if the market dips they may hold up better thanks to fresh demand.
Short: BTC or/and lagging altcoins - No ETF catalyst; likely to fall more in a downturn or rise less if the market lifts.
Scenario A: market lifts on ETF buzz: SOL jumps, say, +15% while BTC rises only +5 %. Long gains outweigh short losses = net profit.
Scenario B: rumour fizzles, market dumps: SOL slides −5%, BTC and weak alts drop −10% to −12%. Short gains surpass long losses = net profit again.
Either way, chosen correctly, one leg compensates the other. If selection is poor e.g., shorting a coin that actually has stronger tailwinds than SOL, the strategy can fail. Hence, rigorous analysis is essential.
6. Final notes
Hedging with crypto perpetuals is an advanced technique that, when executed properly, delivers controlled risk and steady returns. By combining long and short positions in thoughtfully selected assets, you isolate yourself from unpredictable market swings and focus on leveraging relative advantages.
It is not fool proof: correlations can break, or your strong versus weak thesis may prove wrong. Discipline is therefore critical, research each asset, monitor the positions, and adjust or exit swiftly if conditions change.
In short, a well-built long-short or pair trade lets you “bet smarter”: you surrender some upside to avoid full downside exposure, turning market uncertainty from a threat into an edge. For traders navigating crypto’s turbulence, mastering these hedging techniques can mark the difference between a seesawing portfolio and a stable record of consistent gains.
END:
If you liked the post, I appreciate any feedback or any other suggestions for future posts.
Let me know what else you guys want me to talk about, or if I should make an individual post of any of the things I talked about in this post, but way extended/deeper.
Kaizen retweeted
2. Your exits matter 10x more than your entries.
This was the most counterintuitive lesson.
I tested trend following systems with random vs optimized entries - only 10-15% difference in returns.
Random vs systematic exits?
Over 200% difference.
Kaizen retweeted
Third trade is a go, risking $1000 on this short shared by @PPCrypt0
$100 up for grabs for him if we make profit
Size: 0.43 $BTC
Stop loss: $112,000
$50 as well for someone that likes and retweets this tweet in case we make profit on this trade
Kaizen retweeted
There’s a difference between being disciplined and being aligned.
Discipline drains you when it fights who you are.
Discipline energizes you when it supports your strengths.
Kaizen retweeted
Is China dumping Treasuries and rotating into Gold?
Genius counter-move from the US would be to start dumping their Gold in the open market and swap it for BTC.
Kaizen retweeted
🚨 ALTSEASON IS HERE! 🚨
The 100 SMA is about to cross above the 200 SMA on the Altcoins (excl. top 10) chart—a rare signal seen only once in 2020, right before altcoins exploded! 📈🔥
Are you ready? 🚀
#Altcoins #Altseason #Crypto #BullRun
Kaizen retweeted
Don't forget that $SOL was the most hated coin during the run up from $15 to $100..
You need the market offside to fuel big rallies..
The danger actually comes when something becomes consensus.
