0xLouisT(@0xLouisT):Tokenization has been a hard-to-invest-in narrative because it intrinsically implies 2 competing forces: 1. Value creation at the offchain layer by cutting costs and friction 2. Those same cost cuts erode the margin the onchain layer could capture Tokenization can win while the onchain layer barely accrues any value.

0xLouisT

@0xLouisT

Investment Partner at @L1D_xyz Disciple of History. Seeker of inefficiencies. Opinions expressed are my own.

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0xLouisT@0xLouisT

2026.08.12 12:25

Tokenization has been a hard-to-invest-in narrative because it intrinsically implies 2 competing forces: 1. Value creation at the offchain layer by cutting costs and friction 2. Those same cost cuts erode the margin the onchain layer could capture Tokenization can win while the onchain layer barely accrues any value.