Vitalik just made the case for ETH as a store of value. Rob laid out the other half of the trade on Friday's live show. "I still believe in Ethereum. I think it is gonna be one of the primary benefactors of tokenization." "If you're looking for beta on tokenization, where else do you look except for DeFi?" His map copies the AI trade, where money moved from chips to semis to memory. For tokenization, he says the bottleneck is early in the supply chain. "You can look at Securitize, you can look at Ondo." @robbieklages ethereum:native @Securitize @Ondo
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