*"Tokenization is 100% locked in" — shift from revenue didn't matter to revenue is only thing that matters, like Mag 7 — analogy Amazon 2001 $113→$6 while internal metrics improving — cycle bottom confirmed by Treasury Sec Scott Bessent long-end buybacks*
- *Thesis: stablecoins → $2T, tokenized assets $40B now → $2T ($4T by 2028 per other note), DeFi TVL → $2.7T by 2030 — 37x expansion in assets actively used in DeFi*
- *4 top picks actually named Friday — targets 2030:*
- *Uniswap UNI — $100 by 2030 (40x) — fee-switch UNIfication burn stabilized 3-4% after tripling, supply 1T → 895M — viewed as neutral market infrastructure for TradFi like YouTube*
- *Aave AAVE — $3,500 by 2030 (50x) — on-chain bank no employees, $75B peak deposits ~ top 30 US bank, 61.5% DeFi loans, 52.4% lending TVL — survived $300M hack via industry backstop*
- *Arbitrum ARB — $10 by 2030 (∼70x) — Robinhood Chain built on Orbit 5x monthly revenue to $4-5M, $0.50 2026 / $1.50 2027 / $3.50 2028 / $6.50 2029 path*
- *Chainlink LINK — $200 by 2030 (25x) — near-monopoly bringing data on-chain — some summaries swap Chainlink for Morpho because Kendrick also initiated Morpho $60 by 2030 (33x) July 1 as dual-play Markets + Vaults infra for on-chain banks*
- *Performance so far: UNI $6.50 target 2026 already hit $8.85 +210% since June 16, AAVE +122% to $160 since $70, Morpho +34% to $2.56, LINK +74% to $14.26 — bank claims 100% hit rate on altcoin ratings this year*
So your $GLMR $ONE $AIN tag doesn't match his picks — his actual tokenization basket is UNI / AAVE / ARB / LINK / MORPHO.
*BREAKING 🚨 StanChart's Kendrick: tokenization "100% locked in" — pick winners now 🚀 Top 2030 picks: UNI $100, AAVE $3,500, ARB $10 (∼70x), LINK $200 + MORPHO $60 — stablecoins $2T + RWAs $40B→$2-4T → DeFi $2.7T — "revenue is now only thing that matters" 📈*
- *Thesis: stablecoins → $2T, tokenized assets $40B now → $2T ($4T by 2028 per other note), DeFi TVL → $2.7T by 2030 — 37x expansion in assets actively used in DeFi*
- *4 top picks actually named Friday — targets 2030:*
- *Uniswap UNI — $100 by 2030 (40x) — fee-switch UNIfication burn stabilized 3-4% after tripling, supply 1T → 895M — viewed as neutral market infrastructure for TradFi like YouTube*
- *Aave AAVE — $3,500 by 2030 (50x) — on-chain bank no employees, $75B peak deposits ~ top 30 US bank, 61.5% DeFi loans, 52.4% lending TVL — survived $300M hack via industry backstop*
- *Arbitrum ARB — $10 by 2030 (∼70x) — Robinhood Chain built on Orbit 5x monthly revenue to $4-5M, $0.50 2026 / $1.50 2027 / $3.50 2028 / $6.50 2029 path*
- *Chainlink LINK — $200 by 2030 (25x) — near-monopoly bringing data on-chain — some summaries swap Chainlink for Morpho because Kendrick also initiated Morpho $60 by 2030 (33x) July 1 as dual-play Markets + Vaults infra for on-chain banks*
- *Performance so far: UNI $6.50 target 2026 already hit $8.85 +210% since June 16, AAVE +122% to $160 since $70, Morpho +34% to $2.56, LINK +74% to $14.26 — bank claims 100% hit rate on altcoin ratings this year*
So your $GLMR $ONE $AIN tag doesn't match his picks — his actual tokenization basket is UNI / AAVE / ARB / LINK / MORPHO.
*BREAKING 🚨 StanChart's Kendrick: tokenization "100% locked in" — pick winners now 🚀 Top 2030 picks: UNI $100, AAVE $3,500, ARB $10 (∼70x), LINK $200 + MORPHO $60 — stablecoins $2T + RWAs $40B→$2-4T → DeFi $2.7T — "revenue is now only thing that matters" 📈*
