All it takes is ONE
Whether it’s
$QNT $XRP $ONDO
Or whatever else Enterprise DLT
I’m not saying just hold one
Quite the opposite actually
What I’m saying is that if even ONE of these make it to where they’re predicted…
The outcome of the rest won’t matter
Look at what these DLTs are aiming to accomplish in the long run
Quant is looking to connect trillions in banking infrastructure across legacy and DLT
Hedera is looking to be the trust layer for institutions across AI, payments, tokenization, & more
Ripple is looking to be the settlement backbone of cross border interbanking with XRP as the bridge
Stellar is looking to redefine how we transact digital payments and remittances globally
XDC Network is looking to close the multi trillion dollar trade finance gap and bring global trade on-chain
Algorand is looking to serve as the real world utility layer, across various industries in public & private sector
Ondo is tokenizing trillions in financial market value with the biggest institutions on Earth.
And obviously, it's not just these projects,
But there's a slight handful of others that are building inline with this direction recognized by the same leaders over and over.
That's not a coincidence.
All of these DLTs are looking towards targets and goals that are in the trillions if not more of market value.
All you need is for one of them to get it right
Do I believe it'll ONLY be one project which gets it right in the long run?
Absolutely not, I think many of these projects here and some not listed with accomplish their goals
But the risk is so asymmetric it's crazy.
Think about it
Say you spread across 6 of these
5 of them go nowhere
1 captures even a few % of the market it's after...
That one alone can outweigh everything else & more.
The downside is capped at what you put in
The upside isn't capped at all
That's the asymmetry
That's also partially why I don't marry 1 project
I'm not betting on a single winner
I'm betting on the thesis
All it takes is ONE
Whether it’s
$QNT $XRP $ONDO
Or whatever else Enterprise DLT
I’m not saying just hold one
Quite the opposite actually
What I’m saying is that if even ONE of these make it to where they’re predicted…
The outcome of the rest won’t matter
Look at what these DLTs are aiming to accomplish in the long run
Quant is looking to connect trillions in banking infrastructure across legacy and DLT
Hedera is looking to be the trust layer for institutions across AI, payments, tokenization, & more
Ripple is looking to be the settlement backbone of cross border interbanking with XRP as the bridge
Stellar is looking to redefine how we transact digital payments and remittances globally
XDC Network is looking to close the multi trillion dollar trade finance gap and bring global trade on-chain
Algorand is looking to serve as the real world utility layer, across various industries in public & private sector
Ondo is tokenizing trillions in financial market value with the biggest institutions on Earth.
And obviously, it's not just these projects,
But there's a slight handful of others that are building inline with this direction recognized by the same leaders over and over.
That's not a coincidence.
All of these DLTs are looking towards targets and goals that are in the trillions if not more of market value.
All you need is for one of them to get it right
Do I believe it'll ONLY be one project which gets it right in the long run?
Absolutely not, I think many of these projects here and some not listed with accomplish their goals
But the risk is so asymmetric it's crazy.
Think about it
Say you spread across 6 of these
5 of them go nowhere
1 captures even a few % of the market it's after...
That one alone can outweigh everything else & more.
The downside is capped at what you put in
The upside isn't capped at all
That's the asymmetry
That's also partially why I don't marry 1 project
I'm not betting on a single winner
I'm betting on the thesis
All it takes is ONE
