Transcription
Last week, the company that custodies $114 trillion dollars of US assets announced they're switching to a new infrastructure in October of 2026. The biggest rewiring of the global financial system since World War II. Now, that part was predicted over 10 years ago. But the bigger story is what's on the other side. What's on the other rail?
While the DTCC builds their new system, the entire global money movement system has already started migrating. Now we have right now today dollars are flowing from US banks to Mexican peso accounts in 2 seconds on a rail that the banks don't own. Now the man building this used to run PayPal. He he signed a deal with Visa, a partnership covering 175 million merchants in 65 countries and it's all running on that same rail and almost nobody is even talking about this.
So in this video I'm going to break it all down. I'm going to show you the framework that called out every step 10 years ago. I want to show you the two parallel rails running right now in the 5-year window you have to position yourself because the people who understand this shift are going to be fabulously wealthy. And the people who don't, well, they could be left out in the cold. You ready? Let's go.
All right. This is an exciting video for me because I've been talking about this for years and years and years. I mean, it's predicted 10 years ago and we're seeing it all come to fruition. I feel uh validated and it's going to be exciting for you. Uh, also we're back to the full screen back here. Uh, trying this format again. Let me know if you like this. I think it's an interesting format. We'll switch it up too. But let's talk about this number right here. The human brain can't even comprehend how big this is. We're talking about the largest money move in the history of the world. We're talking about the biggest infrastructure announcement of an entire lifetime. We're talking about $114 trillion of assets in custody. Now, it wasn't just $114 trillion of assets. We're talking $4.7 quadrillion dollars of transactions just last year alone. I'm talking about every stock, every bond trade in America. All of them running through one single company, one single platform, one single piece of technology. This October 2026, they're rebuilding the entire infrastructure from the ground up. And this kicks off the biggest financial system rewiring that we've seen since World War II. And as you might imagine, this much money moving, creating this much value creates an enormous opportunity for people like you and I who can see this ahead of time. Okay.
Now, again, this rewiring of the global financial system, it all happens because of technology and the technology shift that's happening was predicted over 10 years ago. But the bigger story is what's on the other rail from here, which we're going to get into. Okay.
Now, uh just covering the news. You can get the news on your own. I'm here to tell you what it means. But back to the news. the DTCC token. All right, the tokenization service. Um, they're basically taking every stock, every bond, every treasury, you name it, every financial instrument in the United States and tokenizing it. Okay, now they announced it in back in May as a pilot. Uh, I think which started in July. The full launch happens in in October, and so far we have 50 financial firms already on board. Let's look who's on this group. This is the who's who of financial companies. We're talking about Black Rockck, of course, the largest asset manager in the world, City Bank, Goldman Sachs, Bank of America, Anchorage Digital, Circle, Stable Coins, of course, JP Morgan, Morgan Stanley, you name it. The who's who crypto native firms are on here, Circle, Ono Finance, etc. And the SEC's already cleared all this. It cleared it last December. This is happening. We can see there was an SEC no action letter put forth December of 2025. Gave him a three-year authorization to run this way. uh all the stock indexes including the Russell 1000 stocks, major ETFs, uh US Treasury bills, bonds, notes, all of that is being tokenized to start running on this new rail.
Now, that's big news, but what does it mean? And why do I even care about it? Why why should you care about that? Because again, it sounds like big news. Tokenization, assets tokenization. The regulatory environment has cleared this up and every major bank is involved and they're all moving forward this. But what gets buried in the announcement that nobody's covering is the detail that changes the entire story. The reason why you and I should care about this. Now, if you're a Bitcoiner like me, you might notice this. If you're not, uh, what you you might not see it, but what you might notice is that they're not building this this entire tokenization platform. They're not building it on a public blockchain. They're building it on something called the Canton network, which is a blockchain, but it's permissioned. It's privacy enabled and the DTCC keeps the overwrite key to every single token. They uh control the participants who can join um what the participants can see. And so this isn't this isn't an open infrastructure. Okay? It's a walled garden. All right?
Now, if that doesn't mean anything to you yet, it's okay. Stay with me because what they just announced is something that's happened before. History repeats. Well, history rhymes, right? Three times in modern history, we've seen this play out. And of course, once you understand the patterns, why I love cycles. When you see this pattern, you're going to understand exactly where this all ends. Let's go back in time, not too far back. Let's go back to 1995. 1995 was the very early days of the internet. Back then, we saw the very first internet IPO. So, this really started probably a little bit more 1990 with the public w first public www. But 1995 is really where things started picking up. And this is where most people sort of picked up on the internet right here. right now. Back then, people were on AOL, they were on Compucerve, they were on Prodigy, things like that. All of those were closed networks, all of those were walled gardens. You could only talk to people on the same service, right? So, if you're on AOL, you could talk to people on AOL. That was it. They were closed services. They were walled gardens. Now, the press told people back then that the open internet would never work for normal people because, of course, they needed the structure, they needed the protection, they needed the privacy of a closed system. So the the 30 million users AOL at its peak they they had that but they were closed off again. CompuServe was more of the institutional layer. Prodigy had IBM it had Sears behind it and every one of them lost because once the open infrastructure scaled then the closed networks they couldn't compete.
Now we're seeing the same pattern happening today. Notice why we want to understand history and cycles because we can see the same pattern today. Wall Street today is building a closed financial network, right? The DTCC just put $114 trillion dollars of US assets onto it. JP Morgan, right, we have JP Morgan has Onyx. Black Rockck has Bidd. Bidd's been pretty pretty interesting to watch. Hundreds of billions of dollars of US treasuries tokenized in the DeFi ecosystem. But all those are closed networks, the same shape about 30 years later. Okay, so here's what last week's announcement actually was. It wasn't that tokenization's arriving. Like what does that even mean? It was the intranet phase of tokenization arriving, right? That's the only that's there's only ever been one outcome of that pattern.
Now, if you're not old enough to remember the 1995 to 2000, how the internet evolved, maybe the internet phase doesn't mean a lot. But to understand where this is going and again how we can profit from this, you need to know who saw it coming. Because what's happening right now was diagrammed in detail all of this transaction about 10 years ago down to the phases and the exact timeline to the year that we're in right now. Okay.
So I want to go back about 10 years ago. This was March of 2016. There was a small little auditorium back in Zurich. There was only maybe about less than 200 people in the room at the time. There was a software engineer that really nobody even knew who he was at the time. And he went on stage and he gave him about a 30-minute talk. Again, he wasn't famous. Today, you might recognize this guy. You might recognize the hairdo. Of course, we're talking about Andreas On top. But back then, nobody knew who he was. He wasn't famous. The talk didn't trend. But what he broke down in diagrams, what he explained step by step by step is exactly what we're watching unfold right now. Let's play this little video clip right now so you can understand.
>> And this is my prediction. We're going to see over the next 15 to 20 years a great infrastructure inversion that will happen in finance. What will happen is the banks will resist. Then the banks will adopt. Then the banks will run their systems alongside blockchain and Bitcoin systems. And finally, they will run all of traditional banking as an application on top of a decentralized trusted ledger.
All right. Did did you catch that? I mean, here's what he said. He he told us exactly this infrastructure inversion. First, they fight against the infrastructure, then they use the infrastructure. And he told us exactly that the banks would resist it. And then he said the banks would adopt it. Then he said the banks would run their systems alongside the blockchain. And then he said finally the banks would run all the traditional banking on top of an open decentralized ledger. Now he gave it about 15 to 20 years. That's the timeline that he gave us. And he broke it down into phases. So phase one was the resist. First they fight you, they resist. Banks call it a fraud. JP Morgan, Goldman Sachs, central banks all dismissed Bitcoin. Jamie Diamond said that if anybody even in his banks even traded it or bought it, he'd fire them. Then we went to phase number two. This is where the adoptions happen. Okay, so now banks are buying in. We have spot ETFs, custody services. This is all happening right now. Balance sheet allocation. So you've seen just in the last couple weeks, Charles Schwab, uh Erade is now um um doing Bitcoin transactions. Of course, Black Rockck, all that's happening right here. Then we have phase three, the banks start running alongside of it. So this is the Biddle, this is the onyx. These are the things that are running similar lookalike copycats alongside of it and then eventually what Andreas is saying is that the final phase over 15 to 20 years is they build on top of it.
Now I want you to look carefully at all this because every single phase he's predicted has already happened and we just have one more happening right now. Again, phase one, banks resisted. Again, Jamie Diamond called Bitcoin a fraud, right? We saw that. U phase two, right, spot ETFs, all that's happening faster than any ETF in history. Uh phase three, again, this is sort of where we're at right now. And this is what's happening right now. It's important to kind of look back through history to see the progress so we can start to see because sometimes we think it's failing. It's not happening fast enough. But if we go back in time back to his his talk here March 2020 2016 all the way to October 2026 it's about 10 years 10 10 years 7 months Andreas called it about 15 to 20 years now sometimes technology happens faster than he may predict but we're well inside his predicted window now if this framework is right and so far every phase of it has been right so far then phase five the final phase is going to land somewhere between 2030 to maybe 203 2036 5 years on the short end, 10 years on the long end. That's the window. That's the clock. And almost nobody is understanding this. They they can't look out far enough, they don't know history good enough, they don't know technology good enough to understand how this develops.
Now, if that's all this video does is give that to you. If all this video did is help you to see what nobody else has seen, it would already be the most important framework that you'd probably hear all year. But there's one more piece because phase 4 isn't just what's happening on Wall Street. You're missing the whole thing if that's all you're watching. Wall Street's running a closed network. It's also happening on a completely different rail. I'm talking about one that's already running real money. I'm talking about banking rails. This one's way bigger. Now, nobody's talking about this for some reason. It's probably because they don't understand the history and technology adoption cycles and all this. But the inversion that Andreas predicted, it's not happening on one single rail. When I talk about rail, I'm talking about the the technology, the payment rail. It's not happening on that one. It's happening on two rails right now at the same time. And they're doing it right now. Okay.
So, rail one, one payment rail, one technology rail is what I just covered, right? The DTCC, durability on that, Canton, etc. That's a closed network. Wall Street has their walled garden and all that again is going live this year in 2026. But rail number two is where it's really happening. And rail number two is also already running. Just most people aren't talking about it. And it's moving real dollars. It's moving between real banks right now today. Of course, Wall Street's talking about their pilot, but this open rail is already in production. What am I talking about? Okay, so here we have today, right now, a bank, SoFi. It's a regulated US bank, and they're sending dollars. SoFi Bank is sending dollars, US dollars from US checking accounts over to Mexican bank accounts delivering pesos. I'm talking about a bank sending US dollars, a US checking account sending dollars to a peso bank account in Mexico in seconds. I'm not talking about wire transfers that take days or weeks to go through. I'm talking about sending fiat in seconds. The dollars convert to Bitcoin. So they go from the US dollar to Bitcoin. They route through the Bitcoin network and then they convert back to pesos on the other side. They're using a rail, a new technology to send dollars, to send fiat, to send any currency they want across the Bitcoin Lightning network, but deliver the local currency that they want on the other side. Now, this could happen at Sunday at 1:00 a.m. when the banks are closed. Holidays, it doesn't matter. The Bitcoin network is, of course, open 24/7. Now, SoFi is the first US bank to do this, but of course, there's going to be more.
So, who's building on this rail? It's not who you'd expect. We're talking about David Marcus. It's important to understand who David Marcus is and what his background is. Of course, former president at PayPal, part of the, you know, the PayPal mafia trying to originally invent payment, reinvent payments. This guy then went to go work at Facebook, now Meta, and he started a a payment program called Libra, if you remember that. It was a global currency project and the regulators crushed it. You might remember seeing him have to go before Congress and testify. But now he runs Light Spark. So he spent the last four years building the open rail one layer at a time. And look at this progress right here. Right? What we can see right now is the payout network already reaches 65 countries. We're talking about 1,400 banks and wallets that are already using this. And we're talking about $93 trillion. What a huge number of GDP coverage. Now they have a Visa partnership that is extending all of that. So we have Bitcoin backed uh Bitcoin link cards across 175 million merchants in over 100 countries, 32 European country partnerships. I mean we're talking massive. So Lightspark is becoming a principal member of Visa. Uh that gives them access to 32 countries. I mean it is growing really fast. So Surfi, SoFi is the first US bank, but again, all of this is moving dollars, moving fiat across the Bitcoin network, and almost nobody's even talking about this. And this is exactly what Andreas Antonopoulos was talking about.
Now, here's what makes David Marcus, here's what makes his view really interesting. This is why we should really be paying attention, okay? He's not a Bitcoin guy. He's not a Bitcoiner, not like me. He's a payments guy, right? He tried to build this out with PayPal. If you go back and listen to the very first interviews with uh you know Elon Musk back in the days, they were trying to reinvent the global financial system. He tried it with PayPal, then he tried it with with Libra inside Meta, but he saw it fail over and over and over. And here's what he says about why this rail wins, right? We can see it right here. Bitcoin is the only network that's neutral and open. The only one. That's a former PayPal president, right? That's the guy who ran Libra inside Facebook. It's not a Bitcoin maximalist, right? He's just understanding it's the only way to make it work.
So, we have two rails. One is closed, one is open. Wall Street just picked the closed one, but Marcus and the rest of Global Finance are currently right now migrating to the open one. Now, again, we've seen this pattern before. Let me take you back again. AOL, as I said, 30 million users at its peak and got acquired. It sold off. Comperve, they had over three million users at its peak, got shut down again. Prodigy, IBM, all of that. 29,000 users left. Every single one of them lost. Why? Because closed private networks cannot cannot compete with open networks. The pattern doesn't break. Closed networks will always lose to open networks every single time.
So, if you're following along, you're probably thinking, "Okay, I get it. There's an inversion. I understand that. There's a clock. It's five years. But how do I do something with this?" Well, that's the right question. Knowing the inversion is happening is one thing. Knowing how to position around a 5-year window that affects every layer of your balance sheet is something completely different. Now, right now, you're about 10 years into Andreas's window from 2016 to 2026. We're about 10 years in. By October, when DTCC goes live, we've hit the 10 years and seven months. So, phase four of the five phases visible. Both rails are up and running. the end point phase five it lands somewhere here between 2031 and 20 2036. Now this could happen much sooner technology starts to move faster and this was just his prediction sort of off the cuff at a small event that he he talked about a decade ago. So that entire window that's our time to position. What do I mean it's our time to position. The way that we profit from moves like this is by having information that most people don't have. When everybody knows it, there's no alpha left anymore. An edge comes from us knowing something. Um, as the great one Gretzky always says, I was great because I could skate to where the puck was going to be, not go to get the puck where it is. I need to get there before the puck gets there. This is where the puck is going. We can see it all laid out right now. Right? So that that entire window is our position. This is how long we have before the big opportunity is gone, right? the gap because once phase 5 closes, the inversion is is structural. The asymmetry is gone. So, at that point, you're going to be reading about it in textbooks. Everyone's going to know about it.
So, here's three things that you can walk away with from this video right now. One, the framework. Listen to the framework right here. From here on, every single time you hear a financial news story, every time you read, you can filter it through this inversion phase. Okay? You'll see what's happening before everybody else does because now you have a framework to watch this through. Two, we want to look at the markers. All right, watch October on the close rail that's happening. Watch Light Spark. Start to uh open the rail receipts on the other side. The two rails don't stay parallel forever. They're going to eventually converge. And then finally, we have three, which is the window, right? You have somewhere around five years to position before phase 5 closes.
Now, one more thing no one's going to ask. Did did Wall Street pick the wrong network? Well, history tells us that the closed rail is probably going to run for a couple years and then it fails. Tokenized treasuries on Canton, they're they're a real thing. They're going to be there. But the pattern is that AOL eventually moved moved its users to the open web. CompuServe had to shut down. Prodigy had to shut down. So, the closed network always becomes a stepping stone to help the uh open network eventually win. the DTCC eventually will be an open rail too because the people running real money, they're already there.
Now, if you're watching this video right now and you understand the historical context of what's going on and you can see how the piece are going together right now, then you can spend the next 5 years um making moves that almost nobody else can see or understand. And if you don't, then you'll get to spend the next decade getting to explain to your kids why you missed it. The windows open, the clock is running, and position accordingly. All right, hopefully that makes sense. Let me know what you think in the comments down below. Of course, share this with video with somebody who needs to see this so they can get in the right position. And that's what I got. All right, to your success. I'm out.