1499 retweeted
I think HYPE is undervalued and buying it back makes sense.
When we designed @CantonNetwork, burn was a critical metric in our option. Therefore we didn’t have MEV. No payment for validators for ordering. You want to transact on the network, you burn coins. Long term, the price which determines how many coins will be burned will reflect the multiple the market gives on the $ utility the network generates which I think is healthy.
I think multiples will come down on networks that don’t generate revenues. It’s all a question of when. And my prediction is that when it happens, it will be violent.
@dotcuriouscat should have added $CC multiples. 😀
1499 retweeted
➥ Canton vs Ethereum: I see the $100T Regulatory Capture Play nobody is talking about
Most CT say this is a technical debate about blockchains
I think it's a regulatory land grab and @ethereum is losing by not showing up
@CantonNetwork is trying to certify before $ETH gets a chance to compete, and from my POV it's already working
☒ What's actually happening
Canton is a permissioned chain backed by Goldman Sachs, Citadel, DRW, Visa, Circle, and Paxos.
The numbers are real:
- $350B in daily US Treasury repo volume already runs on Canton rails
- JPM Coin went live on Canton in January
- Visa joined as a super validator in March
- @LayerZero_Core now routes Canton assets across 165+ public blockchains
- $CC trades at a $5B fully diluted valuation
But here's the part I find more interesting than any of those numbers
Canton's co-founder is now in closed-door regulatory meetings arguing that ZKPs are too dangerous for institutional finance
FYI, the co-founder is who literally co-authored libsnark, one of the foundational ZK cryptography libraries
☒ The argument and why it doesn't need to be right
The ZK argument goes like this: bugs go undetected, data stays private, damage spreads silently before anyone notices
They point to the April 2025 Solana zero-day in Confidential Transfers as a real example
I'm not saying the concern is fabricated because ZK bugs are real
But I think the goal is to make ZK feel risky to people who already don't fully trust crypto, before the ZK camp can frame the conversation first
If you can define what "safe" means before regulation crystallizes, you don't need to compete on merit, instead you compete on permission
That's a different game entirely and it's one Canton is playing very well
☒ The irony I can't get past
Via LayerZero, Canton-based tokenized assets now flow into Ethereum, Arbitrum, and ZK-native DeFi
So in practice: a bank holds tokenized Treasuries on Canton → routes through LayerZero → posts as collateral on @aave → running on ZK infra
Canton is lobbying against ZK while routing institutional capital through it
I think that's the point, use crypto's liquidity pools → get regulators to close the door behind you
☒ Why this matters for ETH specifically
This is where I think people are sleeping
The $100T tokenization opportunity isn't going to be decided by which chain is technically better
It's going to be decided by which framework regulators feel comfortable approving first
- If ZK gets categorized as systemic risk → institutional tokenization lands on permissioned rails → ETH settles DeFi, not global finance
- If ZK earns regulatory clearance → the same chain securing DeFi starts securing RWAs → ETH's role in the financial stack expands dramatically
Standard Chartered's 2028 forecast puts $2T of RWA majority on ETH
I think that number only materializes if ZK infra gets regulatory permission to touch institutional assets
☒ What I'm watching
- CLARITY Act Senate markup, targeted second half of April → does it create a clear path for ZK-based compliance or leave it in a gray zone?
- zkSync Prividium and institutional ZK tooling → does it reach regulators before the frame is locked?
- Canton's next validator announcements → each one makes the institutional flywheel harder to reverse
I don't think that argument should win. But right now, only one side is in the room where it gets decided
1499 retweeted
S&P 🤝 Canton Network
BOOM!
S&P Dow Jones Indices (in partnership with Kaiko) tokenized the iBoxx U.S. Treasuries Index on the $CC Canton Network.
1499 retweeted
U.S. Bank 🤝 Canton Network
U.S. Bank 5th largest banks in the US by assets are currently applying for validator node on $CC Canton Network.
1499 retweeted
Canton already operates at true institutional scale, representing approximately $9T in monthly repo volume processed with around $350B in daily on-chain movement.
It has become the primary venue for regulated digital assets, with major participants actively building and integrating, such as: JPMorgan (JPM Coin), DTCC (tokenized Treasuries), Nasdaq (Calypso + collateral mobility), BNY Mellon & Lloyds Banking Group (tokenized deposits).
Zenith extends this foundation with atomically composable EVM, and planned SVM, execution without compromising the principles that made Canton trusted by global financial institutions.
To ensure deep alignment with @CantonNetwork, @zenithfdn has been formally promoted as a Tier-1 Super Validator responsible for ordering and finalizing Canton transactions with a weight of 10, equal to DTCC and Nasdaq.
Zth.
1499 retweeted
🔥 BIG: SWIFT partners with BNY Mellon to design a blockchain-based ledger for cross-border payments and tokenized assets.
1499 retweeted
Financial markets require privacy.
Canton does over $300 billion in daily repo volume.
Over $6 trillion in tokenized real world assets sit on the network with firms like DTCC and Broadridge building on it.
Transactions stay private between counterparties because that's the only way banks can legally operate onchain.
Canton enforces this at the smart contract level through Daml, meaning two firms can settle a trade without the rest of the network seeing a thing.
Institutions are paying attention.
1499 retweeted
Whoever control the RAIL capture the value
From working with BIS, WorldBank,IMF to back by Cathie wood, Blackrock,Vanguard
Mold into bank platform-Goldman,HSBC,BNP
Validator+use by DTCC,Nasdaq, JPM
$CC Canton Network 1 in RWA
@paulbarron pls setup interview with @YuvalRooz 🙏
teapawt.net/hypebeasteth/status/20…
World Bank Group 🤝 BIS 🤝 Canton Network
(Observe by IMF)
Project Promissa -2025 April
110% proof again $CC work with World Bank BIS IMF!
Lead by BIS Innovation Hub, Swiss National Bank & World Bank with 7 Countries!
Documented.✅✍️
bis.org/publ/othp93.pdf
Smash Like & Retweet
1499 retweeted
Morgan Stanley 🤝 Canton Network
Mar23: Invest Versana
Mid25: list on Canton site
Sep25: MS partner ZeroHash(E*TradeH12026)
Oct25: ZeroHash→ $CC integrate
Nov25: MS adopt iCapital(Canton DLT)
Feb26: Job opening need Canton
Feb26: OCC filing
Not speculate,is this not obvious?🤫
1499 retweeted
$CC is extremely undervalued.
The market hasn’t priced in what’s coming yet.
That’s where the opportunity lives.
Your future self is going to thank you for getting in early.
1499 retweeted
JP Morgan is working with us as part of a global group of banks helping design and deliver our blockchain-based ledger for cross-border payments.
Through industry-wide collaboration, we’re building the rails of the future to enable interoperability and support real-time, always-on cross-border payments.
1499 retweeted
GIGA BULLISH: Canton Network $CC is rapidly becoming the gold standard for institutional grade blockchain solutions as it targets a massive valuation surge driven by real world asset tokenization. Currently priced around $0.16 the asset is showing immense potential with analysts projecting a move toward the $1 level as the DTCC and JPMorgan integrations hit full stride. The scale of this network is staggering with the DTCC U.S. Treasury pilot alone processing $6 trillion across hundreds of institutions. This is the institutional playground that everyone has been waiting for where genuine financial settlement meets the efficiency of the blockchain. We are seeing a major shift as the burn mechanism begins to accelerate toward a net deflationary state which will fundamentally transform the tokenomics and drive immense value back to holders. The validator count has climbed over 700 ensuring a level of security and decentralization that is attracting the biggest names in TradFi. Despite recent market wide volatility the conviction in CC remains at an all time high as the protocol handles over 15 million monthly transactions with ease. The hype is backed by solid numbers and the partnership with Nasdaq and Tradeweb proves that this is not just another speculative play but the future of global capital markets. The technical consolidation following a 165% rally is a healthy reset before the next massive leg higher. Investors are closely monitoring the upcoming pilot launches in the first half of the year which are expected to be the ultimate catalyst for a parabolic price discovery phase. The focus is on the long term vision of a unified financial network where every asset is liquid and accessible. The sheer gravity of the institutional money entering this ecosystem is enough to propel CC into the top tier of crypto assets. Major move brewing CC rocket.
1499 retweeted
Canton might be the most deliberately designed protocol in crypto history.
⠀
Fair launch. Zero pre-mine, zero VC allocation, zero founder tokens. Every $CC in circulation was earned.
⠀
USD-denominated fees that self-correct through burn mechanics. Solves the gas volatility problem that’s plagued every other chain.
⠀
Privacy at the protocol level. Not bolted on as an afterthought.
⠀
Built by a company that spent a decade in enterprise software before launching a token. Not the other way around.
⠀
Backed by investors who are also the users. Goldman, JPMorgan, DTCC and Broadridge aren’t speculating on Canton. They’re building on it.
⠀
Governance through the Linux Foundation with institutional co-chairs. Not a Discord vote.
⠀
Most crypto projects start with a token and try to find utility. Canton had a decade of enterprise deployment with institutions already running on its protocol before a single token existed
That sequencing alone puts it in a different category.
⠀
$CC
1499 retweeted
Coinbase is set to run multiple validators on Canton Network.
Updating the entire financial system requires a network of networks that preserves privacy.
$CC
1499 retweeted
CME Group going 24/7 on crypto derivatives.
⠀
What most people don’t know: CME Ventures is a direct investor in Digital Asset Holdings, the company that built Canton Network.
⠀
CME is also exploring its own tokenized collateral solution for margin and settlement. Their partners on that? Google Cloud — also a Canton infrastructure provider. Their clearing partner? DTCC — partnered to tokenize treasuries on Canton.
⠀
The largest derivatives exchange in the world has had skin in Canton’s parent company since early funding rounds. Alongside Goldman Sachs, JPMorgan, Citi, Broadridge and DTCC.
⠀
Connect the dots.
⠀
$CC
1499 retweeted
Who’s betting on Canton?
Digital Asset Holdings (Canton’s parent company):
Goldman Sachs, JPMorgan, Citi, BNP Paribas, DTCC, Citadel Securities, DRW, Tradeweb, Nasdaq, S&P Global, BNY, Broadridge, IBM, Samsung Ventures, CME Group, Deutsche Börse, ASX, ABN AMRO, Santander, Accenture, PNC Financial Services, Circle, Virtu Financial, IMC, Optiver, Paxos, Polychain Capital, Liberty City Ventures, Salesforce Ventures, iCapital, YZi Labs
Canton DAT — $545M raised:
DRW, Liberty City Ventures, ARK Invest, Broadridge, Kraken, Polychain Capital, Tradeweb Markets, Clear Street, Digital Asset, SBI Group, Copper, Kaiko, Lukka, Canton Foundation
Multiple firms invested in both. These aren’t passive bets. they’re the same institutions doubling down across every entry point into the Canton ecosystem.
This is the most concentrated institutional backing of any blockchain network in history. And most of crypto hasn’t noticed yet.
$CC
1499 retweeted
World Bank Group 🤝 BIS 🤝 Canton Network
(Observe by IMF)
Project Promissa -2025 April
110% proof again $CC work with World Bank BIS IMF!
Lead by BIS Innovation Hub, Swiss National Bank & World Bank with 7 Countries!
Documented.✅✍️
bis.org/publ/othp93.pdf
Smash Like & Retweet
1499 retweeted
Canton $CC price targets based on burn fundamentals and institutional adoption:
12 months: $0.40-$1.00
18-24 months: $1.00-$5.00+
The math:
Current price: ~$0.16. Market cap: ~$6B. Annual CC burns: ~$916M, permanently removing 14.3% of circulating supply every year. Current burn multiple: ~6.5x, meaning the market is pricing in almost zero growth.
$CC underwent a double halving in January 2026, cutting total block issuance in half and reducing Super Validator rewards from 48% to 20%, redirecting emissions toward validators and application builders. Burns have tripled in four months from ~5M to ~15M daily. Burn/mint ratio has gone parabolic, from 0.1-0.2 for most of 2025 to nearly 0.7 today. Deflationary crossover, where burns exceed mints, is approaching before DTCC even launches.
DTCC is co-chairing Canton’s Foundation and targeting production for Treasury tokenization in 2026. Goldman, JPMorgan, BNP Paribas, and Nasdaq run Super Validators. Broadridge processes $350B+/day through Canton infrastructure. 39 institutional validators total, all economically aligned to drive usage.
If burns reach $3-5B annually as these institutions scale, at a 15-20x multiple you’re looking at $45-100B, or $1.19-$2.64 per CC. And that’s before accounting for the deflationary supply compression or speculation amplifying the move.
$6B market cap for the settlement layer these institutions are actively building on.
1499 retweeted
Day 12 of 30: Why $CC?
RWA tokenization is going parabolic. First chart shows $350B+ including stablecoins. Second chart shows $20B+ in non-stablecoin RWAs like treasuries, commodities, private credit, real estate. All up and to the right since 2024.
If you believe everything will be tokenized, the question is which rails these assets will live on. You want exposure to the infrastructure layer, not just the assets themselves.
Canton has the execution. Broadridge, DTCC, Goldman, DRW, JPM - the institutions actually moving real assets on-chain are building on Canton. And unlike other public chains, Canton has privacy baked in. Institutions aren't going to broadcast their transactions to the world.
The RWA wave is here and growing. Canton is the settlement layer.
