For fundamentals to matter in crypto, stocks need to move onchain.

Investors need to be able to compare digital assets and stocks.

Here's what Larry Fink at Blackrock said yesterday:

"I want the SEC to rapidly approve the tokenization of bonds and stocks"

We agree.

Asset price convergence will center around COMPS around
- Fintechs (e.g Robinhood) vs DeFi (e.g Drift)
- DePin (e.g Helium) vs centralized physical networks (e.g Tmobile)
- Web3 Consumer (e.g Magic Eden) vs Consumer Apps (e.g Ebay)
- Chains (e.g Ethereum) vs Centralized Compute Platforms (e.g AWS)

Stocks will move onchain.

Bonds will move onchain.

Digital assets will move beyond just coins.