Lorenzo Valente(@LorenzoARK):Look across the US financial market stack ALONE: introducing brokers, execution venues, clearing houses, custodians, market makers, wholesalers, and prime brokers. These roles support some of the most valuable businesses: 50B+ 100B+ mkcap businesses Tokenization will create massive winners. Some will be disrupted, some will be able to leverage it.

2026.10.13 15:36

Look across the US financial market stack ALONE: introducing brokers, execution venues, clearing houses, custodians, market makers, wholesalers, and prime brokers. These roles support some of the most valuable businesses: 50B+ 100B+ mkcap businesses Tokenization will create massive winners. Some will be disrupted, some will be able to leverage it.

Mippo 🟪@MikeIppolito_

2026.10.13 14:17

"Where do you make money in tokenization?" The core monopoly we're disrupting in crypto is ownership over the rails. Complete control over the rails gives banks a HUGE leg up over everything built on top of the rails. By moving finance onto rails that are owned by no one, suddenly it's possible to build massive global businesses subject to different rules than fin services. Want an example? Look no further than @Uniswap , which directly benefits from Robinhood's push into tokenized finance. How about @Morpho and @aave ? What do you think is going to happen exactly when $3T of stablecoins come onchain? The answer for who benefits (on a 2-3 year time horizon) of tokenization, are the tokens themselves.