Coinbase, Robinhood, Circle all diving into tokenized assets—but here's the real alpha: distribution is the actual bottleneck.
2026 setup: Institutions racing to launch tokenized stocks + stablecoins. Supply side exploding. But liquidity is fragmented across chains. Cross-chain infrastructure can't keep up.
Jumper aggregates 40%+ of cross-chain routing demand. They're the pipes feeding new ecosystems like Robinhood Chain with actual capital inflows.
The play isn't just asset tokenization—it's WHO controls distribution networks. Infrastructure wars heating up. If you're not building or betting on the rails, you're already late.
Distribution = moat. Liquidity routing = alpha. Watch who's laying pipes before the flood hits.
2026 setup: Institutions racing to launch tokenized stocks + stablecoins. Supply side exploding. But liquidity is fragmented across chains. Cross-chain infrastructure can't keep up.
Jumper aggregates 40%+ of cross-chain routing demand. They're the pipes feeding new ecosystems like Robinhood Chain with actual capital inflows.
The play isn't just asset tokenization—it's WHO controls distribution networks. Infrastructure wars heating up. If you're not building or betting on the rails, you're already late.
Distribution = moat. Liquidity routing = alpha. Watch who's laying pipes before the flood hits.
