With the tokenization basket of my portfolio, I'm positioning myself for the upcoming tokenization bull run, where assets reportedly worth trillions of dollars are expected to move on-chain. $CHZ: Chiliz plans to tokenize minority stakes in sports clubs, bringing sports equity from largely private markets into publicly tradable environments and making it accessible to fans. $UNI: With the crypto market potentially growing significantly through the onboarding of traditional financial assets, I expect Uniswap usage to increase, potentially driving greater demand for UNI. $ETH: Ethereum as the largest settlement layer in crypto, not only through its mainnet but also through Layer 2s, ETH is the most obvious bet on the global expansion of on-chain finance. $SECZ: Securitize is one of the pure plays in tokenization, having a key role in the regulated issuance of tokenized equities. As a stock, it could also benefit from investors outside the crypto market looking to gain exposure to the tokenization wave. $FIGR: Figure is another tokenization pure play, primarily focused on bringing credit on-chain. It has already demonstrated impressive growth, with revenue increasing by over 100% year over year.
Highest distributed supply percentage of Chiliz Fan Token teams participating in the UCL this season: $ASR | 90% $GAL | 90% $ATM | 89% $PSG | 86% $AVL | 80% $BAR | 72% $CITY | 70% $AFC | 64% $INTER | 63% $NAP | 61% https://t.co/IsyYzpLSmq
Software stocks might be interesting longs: $ADBE is trading around support, current prices are at just 14x earnings. Stock is a in a buy/hold territory for me, its earnings and sales multiple is the lowest it has been since 2012. $CRM bounced significantly from its support zone at $150, a retest of $200 could be an interesting buy. If attention of the market goes towards AI agents and the agentic economy, Salesforce might benefit. $NOW already lost quite a bit in the past few days, but the chart points to $70-75 as an interesting zone to retest as support. Even after the recent downtrend, it is still trading at a 75x earnings multiple, which is high compared to the others. $SAP had the biggest rebound with 65% from its July low. I wouldn't rush into an entry. Its current earnings multiple at 30 is not super expensive, but also rather in the higher ranges of where it traded at historically.
$BTC: I was waiting for a pullback to 75k after this five wave impulsive move upwards. We got down to 76.3k yesterday. There might be more downside or it is done already. Either way, I think we are pretty close to the end of the correction here, I bought the dip yesterday. https://t.co/4I5jAYf4VX
Tokenized stocks are right now where stablecoins were in 2020. Back then, it wasn't possible to invest in that growth, because neither Circle nor Tether were publicly tradable. This time, it might be possible to invest into on-chain equity growth, through Securitize stock $SECZ.
Chiliz ecosystem feels a bit like 2019 right now. Back then, Fan Tokens had yet to launch and Socios was still in development, but I was already excited about what was coming! I now feel that same excitement ahead of the launch of Socios Equity Tokens and its platform! $CHZ 🌶️
Three paths to equity tokenization are emerging: 1. Regulated tokenization: Existing stocks are tokenized with shareholder rights preserved. Under the new US framework, companies can opt out of tokenization. 2. Third-party tokenization: Tokens are issued without the involvement of the underlying companies, often through offshore providers. Investors rely on third parties to hold the backing shares. 3. New equity issuance: Previously private equity is brought onchain in partnership with the companies, potentially making it accessible and tradable for a broader investor base.
$CHZ: Bringing private equity on-chain and making it publicly tradable is the most difficult, but also the most exciting part about equity tokenization. Chiliz is working on exactly that, with the majority of sports clubs being privately owned.