Tokenization is accelerating. There are now over 360 onchain tokenized equity products, up +200% YTD. 10 of these products have exceeded $100 million in tokenized supply. As we saw this weekend, demand for 24/7 access to equities is rapidly expanding. In fact, the majority of volume in these tokenized products, at ~60%, is currently taking place outside of regular market hours. Today, onchain giant Jupiter, a leader in this space, reported a +215% quarter-over-quarter jump in tokenized equity trade count. We expect more record highs ahead in this space.

More stocks are coming to Solana

i expect capital to become much more concentrated in a smaller group of crypto assets as the industry matures in previous cycles, you could buy almost any alt and benefit from the broader market moving up now we're seeing a clearer distinction between projects with actual product-market fit and those relying mostly on speculation i think understanding which businesses are generating real revenue, attracting users and executing consistently will matter a lot more than simply betting on the entire altcoin market

NFTs are an area of crypto that i think deserves another look the 2021 boom and subsequent crash left a lot of people with a negative view of them, but the underlying concept still makes sense to me as more businesses move onchain, NFTs could become a useful way to represent ownership, experiment with revenue sharing and build communities around products i expect there's still a lot of room for experimentation beyond the NFT models we saw last cycle