We're winning. We're so early. It's nuts.
If the tokenization thesis plays out we will see insane re-ratings of onchain primitives.
Stablecoin issuers like Circle, Tether, Sky, Ethena, M0, Bridge, and many others will grow to massive proportion.
Perps DEXs like Hyperliquid, Lighter, and Variational will explode in revenue and value. Total combined open interest will be in the hundreds of billions.
Lending protocols like Aave, Morpho, Spark, Infinifi and many others will win big.
Spot DEXs like Uniswap, Aerodrome, Jupiter, and many others will dominate.
Blockchain ecosystems providing the rails to tokenized assets like Ethereum, Solana, and others will grow in massive size.
It just takes some patience. Stay optimistic, we're going to tokenize the world.