We are in a great moment for cryptocurrencies not only in 2024 but at this beginning of 2025, how do you see it?
If after all the years we have been in this now, people ask us if it is the great year of cryptocurrencies, it gives me that we are facing a cryptocurrency roof. The ecosystem has been nourished by external factslike Trump’s arrival, the Bitcoin ETFs, which has made the markets institutionalized, we see that some companies are beginning to incorporate Bitcoin into their balances, that is, we see a lot of exterior but And of its usefulness what? Nobody has told me about whether I can in the end advance with the tokenization or not and what Ethereum is the platform. It is true that in tone defi yes, but that is not available to the majority. With what in the transformation of the sector, I lack that it comes to the development of protocols, of entities that are launched …
Now in Europe we are with mica and what we are seeing is that we are going to tokenize all the infrastructure but its use is light years. Then, it is being a great year because an asset that rises what Bitcoin goes up generates great profitability but that is not sustainable. We are preaching that the big change comes when it gets into the big investment portfolios without anything inside.
In fact, in the last month, Europe in historical maximums with dividends, the historical maximum Ibex and Bitcoin has remained still. It is not that it is consolidating, that also, but something that says it is a risk on. It’s a great year but I think all catalysts are on the table. More companies are needed, which is institutionalized more… Blackrock’s ETF is a trust where Bitcoin gets into that. It is a pure and hard ETF of guaranteed capital, with several alternatives between 90% and 100% of guaranteed capital and gives from 11% to 25% of what Bitcoin rises. A new line comes here and I think managers will come offering these products.
On the other hand, the market is bullish and what can happen now? See if you are consolidating in time. As we are not fortune tellers We will have to see what are the levels to which it goes in an environment of high volatility. Let’s not forget that when the market moves strong, the bots, artificial intelligence agents that are already plugged in there, take them out. In fact, we have recently had the highest long positions in history, not even in 2021 and this is no longer a final investor. So I think The market is still bullish But if the relevant area of the 88090-88000 is lost, Bitcoin can be bassist and that could generate a snowball effect.
In the gatherings that we have biweekly, you always say that 90% of cryptocurrencies will disappear and is clearly seeing that there is a percentage of cryptocurrencies that make more and more sense. What are, in your opinion, the ones that make more sense at the present time?
Obviously Bitcoin, because it is a monetization issue, that is its bet value and then I have always said that you have to go to the layers where the projects are created, but for me it is very difficult to analyze whether the new Audius will move to Spotify, although there you can earn a lot of money, or if all these projects will be at the end that they will use in all the development that is done, I do not know. I think the infrastructure is going to stay but this year with everything that has happened with Ethereum and Solana, that there is a movement as a displacement of thrones.
I have always opted a lot for Ethereum because what I see is that when Blackrock takes out his tokenized monetary background, the first network he uses is Ethereum. Then it expands and makes it multichannel, to put it in some way, but the first channel that takes, the first blockchain is that of Ethereum. What happened to Ethereum? That he is not being able to update so fast, to lower commissions … and what has happened is Solana, that he has value in memes, it is of trading, of speculation, of gaming… and I do not know if it is sustainable. I know that if I have to send you 100 million I send them to you by Ethereum but if I have to do tests to buy a memetrump, I will do it in Solana.
This week the first first tokenized project in Spain has come out. It is no longer the sandbok, this is reality. There are already several authorized err. In this first project this ONYZE as custodian and the agency of stock agency is URSUS. Everyone has the license that allows to make tokenized emissions with the CNMV seal.
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