Why Now?
Why is all of this happening now?
Because we have:
A pro-Bitcoin, pro-tokenization administration
The SEC preparing to allow full-scale digital securities frameworks
Stablecoins scaling to $150B+ and becoming the de facto settlement layer
Tokenization of real-world assets (RWA) hitting an institutional tipping point
ETF and TradFi giants (BlackRock, Franklin Templeton) exploring on-chain rails
Technology that makes it possible to trade and self-custody assets 24/7 across the globe
Factor in the accelerating forces of AI, remote work, and an explosion in demand for alternative assets…
And the idea of a programmable, compliance-ready security no longer feels experimental. We’re entering an era of capital markets unbundled and rebuilt from the ground layer up.
What's the Play?
Let me make this stupidly simple:
Tokenization is eating everything.
They will trade 24/7 on-chain.
Every fintech in the world will need to offer them.
Every legacy broker will scramble to catch up, patching systems built for 1971 to survive in 2031.
But here’s the part most will miss:
Tokenized stocks are the passengers.
What really matters is the tracks—the blockchains capable of carrying not just stocks, but bonds, real estate, patents, private equity, music royalties, and sovereign debt.
In the same way Amazon wasn’t just a bookstore, the winners of this era won’t just be trading platforms.
They’ll be the platforms everything trades on.” – Chris Campbell (AltucherConfidential)
Why is all of this happening now?
Because we have:
A pro-Bitcoin, pro-tokenization administration
The SEC preparing to allow full-scale digital securities frameworks
Stablecoins scaling to $150B+ and becoming the de facto settlement layer
Tokenization of real-world assets (RWA) hitting an institutional tipping point
ETF and TradFi giants (BlackRock, Franklin Templeton) exploring on-chain rails
Technology that makes it possible to trade and self-custody assets 24/7 across the globe
Factor in the accelerating forces of AI, remote work, and an explosion in demand for alternative assets…
And the idea of a programmable, compliance-ready security no longer feels experimental. We’re entering an era of capital markets unbundled and rebuilt from the ground layer up.
What's the Play?
Let me make this stupidly simple:
Tokenization is eating everything.
They will trade 24/7 on-chain.
Every fintech in the world will need to offer them.
Every legacy broker will scramble to catch up, patching systems built for 1971 to survive in 2031.
But here’s the part most will miss:
Tokenized stocks are the passengers.
What really matters is the tracks—the blockchains capable of carrying not just stocks, but bonds, real estate, patents, private equity, music royalties, and sovereign debt.
In the same way Amazon wasn’t just a bookstore, the winners of this era won’t just be trading platforms.
They’ll be the platforms everything trades on.” – Chris Campbell (AltucherConfidential)
