Hashdex
@hashdex
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A global pioneer in #crypto asset management. Learn more about NCIQ, including risks, in the prospectus: https://t.co/Qb96HwQ1bj
Joined October 2018
My conversation w/ @SamirKerbage... We discuss: -Crypto's "new normal" -@hashdex's index-based approach to crypto -Cryptodollar replacing petrodollar -Tokenization flywheel -Intersection of crypto & AI https://t.co/ga1EkFTot3 via @CryptoPrimePod
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2026 crypto predictions from @hashdex... 1) Stablecoins will double in market cap 2) Tokenized real-world assets grow by factor of ten 3) "AI Crypto" market will grow to $10bil Also now recommending a 5-10% crypto allocation for most investors.
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AI needs crypto's open economic rails. Crypto needs AI's utility and throughput. The result: a new digital foundation where machine intelligence requires economic autonomy. Full thesis from our CIO @SamirKerbage: https://t.co/GbdunZwBdT
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Here's the key insight: AI agents won't have bank accounts. They'll transact natively on blockchain rails. As autonomous systems consume and offer financial services, demand for crypto platforms will grow exponentially.
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The "AI Crypto" market today: ~$3 billion Our 2026 prediction: $10 billion By 2034: potentially $47 billion This is infrastructure convergence, not just feature integration.
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Crypto offers solutions to all three: → Cryptographic proofs replace institutional trust → Token-based coordination aligns distributed stakeholders → Decentralized compute markets monetize idle GPU capacity
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AI has three core problems: → Verification: How do you prove compute tasks were executed correctly? → Coordination: AI development is concentrated in a handful of companies → Cost: GPU access is expensive and gatekept
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In 2025, decentralized AI networks attracted nearly $1 billion in venture funding. This isn't hype — it's capital moving toward solving real bottlenecks in AI development. Here's why AI + Crypto is one of the themes in our 2026 Outlook 🧵
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Tokenized real-world assets today: $36 billion Two years ago: $7 billion Our 2026 prediction: $400 billion That's 10x growth in a single year. BlackRock, Franklin Templeton, UBS, and Siemens are already building on public blockchains. The tokenization flywheel is spinning. Full
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Tokenization is one of the key themes in our 2026 Crypto Investment Outlook. Written by our CIO @SamirKerbage and the Hashdex research team. Full report: https://t.co/GbdunZwBdT
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The flywheel is spinning: more tokenized collateral → deeper liquidity → more issuers → more investors → repeat. Smart contract platforms ($ETH, $SOL, $ADA) are the infrastructure layer powering this transition.
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Why does this matter for investors? → Instant settlement (vs. days in traditional finance) → 24/7 market access → Fractional ownership → Programmable, composable assets
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This isn't theoretical anymore. BlackRock, Franklin Templeton, UBS, and Siemens are already issuing tokenized funds and bonds on public blockchains. The infrastructure is ready. Regulatory frameworks like MiCA in Europe are providing clarity.
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Tokenized real-world assets today: $36 billion Our 2026 prediction: $400 billionThat's more than 10x growth in one year. And the total addressable market? $664 trillion in real-world assets that could eventually move on-chain.
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"We're not spending enough time talking about how quickly we're going to tokenize every financial asset." — Larry Fink, CEO of BlackRock Here's why tokenization is one of our themes in our 2026 Crypto Investment Outlook 🧵
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"We are now recommending that most investors have a 5-10% allocation to crypto within their portfolios." — @SamirKerbage, CIO at Hashdex The era of treating crypto as a peripheral exposure is ending. With institutional acceptance, regulatory clarity, and structural shifts in
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Stablecoins today: $295B Our 2026 prediction: $500B+ By 2030: potentially $2-4T As sovereigns de-dollarize, individuals are re-dollarizing through $USDT, $USDC, and PYUSD. The "cryptodollar" is replacing the petrodollar — from the ground up. 📚Full thesis in our 2026 Outlook:
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Explore our 2026 Crypto Investment Outlook written by our CIO @SamirKerbage and the Hashdex research team. Read the full report: https://t.co/FuGr1YWv8X
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The investment implication: → $BTC benefits as the neutral, non-sovereign reserve asset → Smart contract platforms ($ETH, $SOL) power the stablecoin rails → The "cryptodollar" era creates structural demand for crypto infrastructure
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But here's the twist: this shifts who holds US debt. Stablecoin issuers buy short-term treasuries. Sovereigns bought long-term. Result? Shorter duration, higher refinancing risk for the US.
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