The Monday Problem Is About to Disappear
This weekend, while Iran Israel headlines were flooding Twitter, I did something most investors couldn't.
I opened a decentralised exchange. One that never closes, hosted on its own blockchain, generating over $1B in revenue a year. And I pulled up commodity futures. In real time, on a Saturday.
While it was no surprise that oil was catching a bid, the part that mattered was that I didn't have to wait until Monday to see it.
Most investors did.
Here's the thing about war and markets that the media won't tell you. Markets often perform better during periods of conflict. Now I don't say that to be insensitive. War is obviously terrible. But if you're a trader or investor and you're not looking at conflict in relation to your assets, you're lying to yourself.
This particular event broke out on a Saturday while the markets were closed with no price discovery or way to act. The smartest traders I've met often check Bitcoin in these times.
Not because they're crypto maximalists, but because Bitcoin has become the unofficial weekend barometer for risk appetite. If it's dumping, expect stocks to get sold hard into Monday. If there's no reaction at all, which was the case, things are probably fine.
It's a clever workaround. But it's also a band-aid.
Because what's actually coming makes the whole "check Bitcoin on Saturday" play obsolete.
It's called tokenisation. Bringing real-world assets like stocks, commodities, and bonds onto blockchains. And the implications are massive.
When every asset trades on-chain, 24/7, there's no more waiting for Monday with no more guessing. Markets move more efficiently, investors manage risk more effectively, and capital never has to sit idle while the world keeps moving.
What I did this weekend checking oil futures on that decentralised exchange is a preview of all of finance in the next five years.
Now these early 24/7 markets aren't perfect. They're first-generation. But they're proof of concept for the biggest structural shift finance will see in our lifetime.
And it would be a terrible mistake to fight it. Or worse, not be positioned for it.
That's why I put together a full report on tokenisation. The most impactful mega trend in finance over the next five years.
Included is a crypto investment I think will completely dominate this theme. Most investors haven't heard of it, but it's already moving $8T a month on behalf of financial institutions. JP Morgan has settled $5T on it. And it's outpacing every single blockchain network in the world.
You can read the full report by clicking here.
Cheers,
Louis Sykes
Senior Crypto Analyst, All Star Charts