Tokenization supercycle has kicked off.
This will be a core focus of mine as TradFi tokenizes traditional assets, bringing them onchain and making them composable in DeFi.
This creates nice dynamics onchain:
- StonkFun will continue to be a place with trading opportunities (think we will even be seeing more utility stock pairs), as more alt meme pairs pop up and more assets are listed.
- Longdotxyz seems like a more investable long term ecosystem. Focusing more on projects there that might be memes in the front with novel mechanics being built underneath. Think
$AI,
$MOO, and
$SCHIFFY.
- RWA infra is also a huge investable vertical. Some infra on Solana like
$MET,
$BP, and
$RAY for higher cap exposure. On RH there is a full list of infra being built to enable interaction and integration with tokenized equities.
This is the best time to be in crypto where we are early, optimistic, and there are blue ocean narratives that will take time to explore (and no ceilings in sight).
Waiting to see what other interesting ecosystems and setups present themselves throughout this cycle.
We are in for a wild ride.
βTokenization, tokenization, tokenization.β