securities tokenization is not just for trading; it's for -->auditability -->verifiability -->efficiency -->composability

Tokenisation can create value in two ways, and only two ways: 1) by bringing liquidity to a (il)liquid asset 2) by creating access to an asset otherwise unavailable to the market Everything else is noise.

Democratisation of access to products is the only way to solve the problem of unequal growth. We are solving this with @Tok_edge.

The failure of CLARITY to pass creates more grey area, volatility and uncertainty. Exactly what DeFi thrives in finding novel solutions for. Crypto is dead. Long live crypto.

Should companies be able to approve or veto the tokenization of their stocks?

Repeat after me. Tokenisation is a means for distribution. It is not the product. Thought experiment: Product 1: Tokenised "A", an instrument that I can buy easily on @IBKR . Why go through the pain of buying, custodying, holding (risking) this on-chain? Product 2: Tokenised "B", an instrument impossible to buy in TradFi or any other exchange, unless you buy it on-chain. Product 2 has demand. Product 1 does not. Both are tokenised.

Everyone should be able to access high-quality financial assets, wherever they live. That's what tokenization unlocks: taking the best of US capital markets and making them available on a global scale. The industry is still small compared with global finance, but the advantages are becoming harder to ignore. Traditional market infrastructure was built around fixed hours, closed networks and layers of intermediaries. It was never designed for 24/7 execution, programmable assets, composability or self-custody. The needs of investors have moved faster than the rails underneath them. We're working to change that. What gives me confidence is seeing how many different people are now pushing this industry forward. Founders are building new products, LPs are bringing liquidity, traders are finding new uses, and infrastructure teams are making the whole thing work. It's a privilege to be in the trenches with all of you. We are still early, and there is a huge amount left to build. It will also take time and effort for the old guard to get onboard. This is worth fighting for.

BREAKING: There are now a record 1.9 million onchain tokenized equity holders, up +134% month-over-month. The total number of holders is up +1,360% year-to-date. Amid a record IPO market, driven by SpaceX, OpenAI, and Anthropic, and increased demand for 24/7 markets, tokenization is seeing rapid adoption. Just 10 months ago, there were less than 100,000 people holding tokenized assets. Jupiter, the largest onchain trading platform on Solana, has driven much of this growth, with 61% of volume now traded during off-hours. The platform has also seen a +46% month-over-month increase in active tokenized equity traders. Tokenization is the future.

what does institutional defi actually look like? raees of tok edge: blockchain-native assets, tradfi-grade custody. @RaeesChowdhury of @Tok_edge on the new ep of boys club live

The reason the crypto trenches feel so foreign and hated by most people is historically we’ve lived inside permissioned financial economies. Almost every financial product is regulated and geo constrained, and shaped by banks/governments deciding what spectrum of risk should be available to citizens. Crypto breaks that model and it effectively democratizes the creation of all types of financial products. Every point on the risk curve can now exist globally and be accessed almost instantly. And given that the trenches are likely a much better internet native product than regulated lottery tickets, binary options, crash games, or slot machines, always on globally liquid, social, and with thousands of new markets /cnarratives being created, it’s obviously going to be more appealing The get rich quick idealogy has always existed. Crypto just made a dramatically better distribution rail for it, and that may actually be one of crypto’s biggest onboarding mechanisms. People enter at the extreme end of the risk curve trying to chase upside but they learn about wallets or how markets behave, liquidity, and onchain behavior, and hopefully over time users move up the curve into more durable assets and financial products. We’ve seen this happen many times before since the launch of bitcoin, the "memecoin" narrative was just as bad in the early days of Bitcoin. When people were just buying Bitcoin and alts in the early days, almost everyone thought the entire thing was insane. Imo the Bitcoin trenches "looked" just as bad as today’s trenches to the outside world, but they helped produce an entirely new asset class. So my take is permissionless crypto wont just recreate existing finance on new rails but it will continuously carve out entirely new products across the risk spectrum which regulated markets either can’t, won't or simply too slow to create and its very likely here to stay.

Dario from Anthropic thinks the first one person billion dollar company arrives this year, and that it’ll be a prop trading firm. In which case, I think it has to be a crypto firm. No way a traditional prop firm can really be one person. You still need people managing prime brokers, exchange relationships, compliance, legal, clearing, settlement, reconciliation, etc. Crypto is different. Give agents API access and they can go to town 24/7 across an expanding range of assets and instruments: spot, perps, prediction markets, tokenised stocks and other RWAs. A one-person billion-dollar prop trading firm suddenly seems quite plausible. AI takes care of the trading. Crypto takes care of the rest.

Vault Curator = Fund Manager Vault Strategist = Fund Manager Vault Allocator = Fund Manager RENAMING IT DOESN’T CHANGE THE REGULATORY CLASSIFICATION GUYS. The amount of times I’ve heard ‘we don’t manage the funds, we allocate them’ or ‘we don’t do fund management, we just find the best yield for users’. Please.

$SOL is still down -75% from all time highs, $BTC is still down -50% from highs we have way better mobile & consumer UX experiences for trading this cycle, cross-chain & easy to onboard w/ zero crypto experience more qualified builders aligning token-equity for diversified sector exposure + interest of institutions picking up w/ RWA narratives / Clarity Act interest / serious tech cos like Stripe & Robinhood adding their names to the ring people realizing how much you can make in a short amount of time trading because of AI stock performance past few years *and* existing proof of concept in crypto specifically with people making a lot off memes past couple cycles w/ some hitting 80B+ market cap starting from 0, while the current most popular memes like $ANSEM still trading sub 100M circ market cap infra & sentiment is in place for this cycle to have the most retail participation its ever had, combination of serious narratives around trading perps on established companies to the degen setup of trading memecoins & microcaps - both will attract speculators in droves, especially if teams execute well on their mobile app plans which will bring in a lot of net new users that previously found it too hard to get onboarded & trade crypto