Institutional HBAR exposure is growing through Canary's Hedera ETF. It now holds over 800 million HBAR, up 69% this year, or 1.82% of circulating supply in one fund. x.com 

Hedera is a sleeping beast that should wake up soon, now ranked among the top three real-world-asset crypto projects by development activity, alongside Chainlink and Avalanche, per Santiment. x.com 

Hedera's $4 billion market cap is not backed by real usage. The network generated $0 in revenue over the last 24 hours, and HBAR's price is moving on partnership announcements rather than on-chain activity. With no revenue and no demand, the valuation is hopium with a chart attached, not adoption. x.com 

Hedera, NEAR Protocol, Sei, Hyperliquid, Stellar and Internet Computer look like core winners of a future surveillance CBDC finance grid. They should surge as traditional finance implodes under an AI and debt/fiat bubble into a reset, with few retail investors on board. Per @noBScrypto, Hedera is institution-ready, NEAR has fast-growing AI utility, DTCC selected Sei and Stellar for tokenization, Hyperliquid is the top-growing DeFi L1 and Internet Computer runs decentralized AI on-chain. x.com 

IBM could reach a $2 trillion market cap as a sovereign AI play, per Hugh Hendry. Global banks refuse to trust unproven AI apps and want IBM's legacy structural safety, and it also offers a pure US foundry play on quantum computing; Hendry rates it a buy-and-hold long toward its 2012 highs near $210. x.com 

AI's explosive demand for computing power, which BlackRock highlights could become huge by 2030, should translate into crypto growth. DFINITY's Internet Computer is building decentralized cloud infrastructure for AI, while Hedera is building a trust layer to make AI verifiable. x.com