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Feb 17
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LONG
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Todd Alt
CEO/Founder, Alt Blockchain
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Todd describes the chain's purpose: "The ability to trade and onboard and offboard real world assets... it's really a giant global market system." The "finance first" thesis relies on moving off-chain assets (RWAs) on-chain to bypass the friction of traditional banking wires and approvals. This validates the broader RWA sector thesis. LONG. Infrastructure that facilitates compliant RWA tokenization will capture institutional flows fleeing banking friction. Regulatory clarity regarding securities laws for tokenized assets. |
CoinDesk
The Uncensorable Layer 1 Built from Being De-...
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Feb 13
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WATCH
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Amir Almmani
Head of ecosystem at Mega E
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Amir highlights two specific "Mafia" apps: "Bricks" (tokenizing the Turkish Lira carry trade/EM yields) and "Hello Trade" (tokenized stocks and commodities). He emphasizes these are "net new assets" and "10x experiences" requiring real-time speed. The delay in TGE means the alpha is currently in monitoring the ecosystem. These apps represent the "stress test" for the thesis that low latency unlocks new asset classes (RWAs) rather than just faster swaps. If these apps hit the KPIs (e.g., $50k daily fees), it validates the entire chain's valuation before the token even launches. Watch the "Mega Mafia" ecosystem launch. Success here signals a buy for the eventual MegaETH token. Regulatory hurdles for tokenized stocks; failure of the apps to attract liquidity. |
Unchained (Chopping Block)
Why MegaETH Is Delaying Its Token Launch Afte...
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Feb 12
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LONG
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Richard Teng
Co-CEO, Binance
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"Binance teaming up with Franklin Templeton to use tokenized money market funds as off exchange collateral... allows users to hold Benji tokens... use that as collateral trade on the best exchange." This is a zero-to-one moment for Real World Assets (RWA). Previously, tokenized treasuries were just for yield. Now, they have *utility* as collateral in deep liquidity pools. This increases the total addressable market (TAM) for issuers like Franklin Templeton (BEN) and validates the RWA infrastructure thesis, as capital efficiency improves for traders who no longer need to sit in idle cash. LONG. Regulatory crackdown on off-exchange settlement structures or smart contract risk in the tokenization layer. |
CoinDesk
The $300M Move: Richard Teng on Tokenizing Wa...
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Feb 12
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LONG
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Peter Harrison
CEO, Schroders
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"It is not just about AI... it is about tokenization and distributed technology. About reshaping our industry and distribution models." When the CEO of a centuries-old traditional finance firm cites "tokenization" as a primary driver for a $13.5B merger, it confirms that RWA (Real World Assets) is moving from "crypto narrative" to "institutional capex cycle." Asset managers are re-platforming to handle tokenized funds. LONG the infrastructure enabling institutional tokenization. Slow regulatory adoption; technology integration failures. |
Bloomberg Markets
Nuveen to Buy UK's Schroders for $13.5 Billio...
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Feb 11
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LONG
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Raja Chakravorti
Professor of Economics, University of California, Berkeley
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Franklin Templeton has tokenized nearly $1B of Treasuries on Stellar. Hex Trust sees 2026 as the year DTCC tokenizes "hundreds of billions." The "pilot phase" is over. Major financial plumbing (DTCC) and asset managers are moving from proof-of-concept to commercial scale on specific chains (Stellar mentioned explicitly for Treasuries). LONG. Stellar is a specific beneficiary of the regulated RWA thesis. Banks building private blockchains instead of using public networks like Stellar. |
CoinDesk
Inside the Future of Digital Assets at Consen...
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Feb 11
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LONG
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Nick Carter
General Partner, Castle Island Ventures
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Nick argues the "VC backed flashy all token side is done" and that 90% of 2025 token launches are down. He pivots to "boring stuff" like stablecoins and tokenized equity. The market is maturing from speculative governance tokens to assets with real utility or cash flow. Capital will flow into infrastructure that powers banking activity (stablecoins) rather than speculative L1s. Long the infrastructure of "boring" crypto (Stablecoins, Tokenization). Regulatory bans on stablecoins or strict KYC requirements killing adoption. |
Unchained (Chopping Block)
Would BlackRock Try to Save Bitcoin From the ...
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Feb 11
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LONG
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Vlad Tenev
CEO, Robinhood
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"We announced the test net of Robinhood chain, which we intend to be the world's number one chain for trading real world assets... we see a world where crypto and TradFi increasingly convergent." Robinhood is not just acting as an exchange but building the *layer* (L1/L2) for asset tokenization. If they succeed in becoming the settlement layer for tokenized stocks or treasuries, they capture infrastructure fees, not just transaction fees. LONG. Bullish on the RWA narrative and infrastructure plays facilitating TradFi/Crypto convergence. Regulatory rejection of tokenized securities; failure of the Robinhood Chain to gain developer traction. |
Bloomberg Markets
Robinhood CEO Still 'Tremendously' Bullish on...
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Feb 11
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LONG
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Johann Kerbrat
GM of Robinhood Crypto, Robinhood
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"The traditional system has just stopped evolving... you still need one full business day to do settlement... market is still not open 24/7." Robinhood aims to tokenize "public stocks and ETFs." The inefficiency of T+1 settlement and market hours creates a massive efficiency gap. Tokenization solves this. As major players (Robinhood, NYSE, NASDAQ mentioned) enter, the RWA sector moves from niche to institutional standard. LONG (Sector rotation into RWA protocols and platforms). Legislative stalling (Clarity Act mentioned as stalled) could freeze US adoption. |
CNBC
Bitcoin on pace for fourth negative week in a...
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Feb 11
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LONG
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Mike Belshe
CEO and Co-founder of BitGo
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"Tokenization of real world assets, this is growing like crazy... Black Rock announcing that they plan to tokenize their shares... Uniswap and DeFi being accessed directly from traditional financial players." The convergence of TradFi and DeFi is accelerating. Large institutions (BlackRock) are not just buying crypto but migrating traditional assets (shares) onto blockchains. This benefits the asset issuers (BLK) and the DeFi infrastructure (UNI) facilitating these hybrid markets. LONG. Technical failure in smart contracts or slow institutional adoption rates. |
CNBC
BitGo CEO Mike Belshe: The latest bitcoin dow...
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Jan 30
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WATCH
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Jordi Alexander
Founder/CIO, Seleni Capital
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"Canton is one of the projects that is really kind of bringing some of the traditional Wall Street players together... we invested along with Goldman Sachs and Citadel." While retail crypto is depressed, institutional adoption is quietly accelerating (UBS hiring crypto heads, banks tokenizing assets). These institutions will not use public, permissionless chains for core settlement due to privacy/compliance needs. They will use "Cabal" chains like Canton. WATCH. This represents the "adult" table of crypto. It may not have a retail-pump token immediately, but it represents the infrastructure that survives the purge. Slow adoption cycle; "Corporate blockchains" have a history of failing to gain network effects. |
The Block
Is crypto dead or is there hope for 2026? Wit...
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