TLDR: $2B in crypto inflows, Bitcoin’s $BTC.X ( ▼ 0.26% ) about to rip, and RWAs just hit escape velocity.
Happy Monday y’all—let’s talk Banana Zones, Bitcoin inflows, and the $3B tokenization deal that’s reshaping the game.
1️⃣ Funds Just Poured $2B Into Crypto. Why It Matters
Last week, crypto investment products raked in $2.03B in inflows, pushing the 3-week total to $5.5B, according to CoinShares.
Bitcoin alone pulled in $1.84B — now sitting at $5.6B YTD, accounting for 98% of all ETP inflows this year.
ETH clocked in at $149M, while XRP quietly added $10.5M.
Surprisingly, short Bitcoin inflows spiked 300% to $6.4M — bears loading up as BTC creeps higher.
But here’s the real kicker:
BlackRock’s iShares products are dominating inflows ($2.7B last week).
Meanwhile, ARK and Fidelity saw outflows of $458M and $201M respectively.
This isn’t retail chasing candles. This is institutional capital rebalancing into crypto on a macro signal.
2️⃣ The Banana Zone Has Begun
At Token2049 Dubai, macro OG Raoul Pal laid out what he calls “The Banana Zone” — and it’s not some hype meme. It’s a thesis grounded in decades of data.
Raoul’s Thesis in Plain Terms:
Liquidity is the master key. When liquidity returns, everything pumps: stocks, bonds, altcoins, even watches and wine.
Global M2 is rising again, and BTC tracks it like clockwork.
Millennials can’t afford traditional assets — so they’re rotating into the risk curve: crypto.
Raoul’s 3 Phases of the Banana Zone:
Breakout – We’re through it. BTC and ETH already cracked resistance.
Correction – Already had it. Market shook out weak hands.
Mania – This is what’s next. Alts go vertical. Valhalla vibes.
And here’s the kicker:
Institutions aren’t even fully in yet.
Sentiment is still weak. Retail’s active.
This setup mirrors 2017 — except with more liquidity, adoption, and macro tailwinds.
Takeaway:
This isn’t hopes and dreams. It’s math. It’s liquidity.
And if Bitcoin does even a fraction of its historical behavior, $250K–$450K BTC is on the table.
Alts? Many will 10x–20x from here. Don’t blink.
3️⃣ The World’s Biggest RWA Tokenization Deal Just Happened
MultiBank Group just announced a $3B RWA tokenization deal with MAG (Dubai real estate giant) and Mavryk (blockchain infra).
It’s the largest tokenized real estate deal in history.
Ultra-luxury Dubai properties → on-chain.
Entire thing runs through the $MBG token.
Why this matters:
It proves tokenization isn’t a theory anymore — it’s happening now, and fast. And not just in crypto-native circles…
4️⃣ RWA Tokenization is Hitting Escape Velocity
Last week, we saw:
BlackRock file to tokenize its $150B Treasury Fund, using a DLT-based shares class.
Libre announced a $500M tokenized Telegram bond fund, usable as collateral.
Tokenized U.S. treasuries hit $6.51B in value, with Ethereum dominating at $4.9B.
This is no longer a fringe experiment. It’s a paradigm shift.
Here’s why it’s catching fire:
Regulations are finally getting clearer (especially post-Trump victory).
Wallets, DLT tech, and custody tools are now robust enough for institutions.
There’s now macro pressure to find liquidity and efficiency in traditionally illiquid markets.
Expectations by 2030:
$10T–$30T tokenized financial markets
Ethereum remains the dominant chain (but watch RWA-native chains like Ondo, Plume, and Canton)
U.S. regulatory posture is softening — SEC cases paused, DOJ winding down its crypto unit.
Bottom Line:
The fact that BlackRock, Dubai, and multi-chain real estate are all in the mix tells you this isn’t just bullish for RWAs —it’s a full-blown infrastructure revolution.
Stay ahead. Stay Nugg’d.
—Nick
Founder, CryptoNuggs