I’m spinning out of 50T Funds to start a new company with my co-founder @Jack_Krevitt1.
Before this, we built Zenrock. It got hacked in March '26 and we shut it down subsequently. We built it to bring Bitcoin onchain as yield-bearing collateral, ship a privacy protocol on Solana, and lay rails for real assets to settle in DeFi. Unfortunately, the chapter closed earlier than I wanted.
I’ve been in crypto since 2019. Long enough to see how far off we were in the early years, and how long it’s taken to get to something that actually works.
What we talked about back then is finally starting to happen. Real assets can move onchain. Not in pilots or test environments, but in size.
Crypto has matured, and the opportunity set looks very different now.
At this point, it’s clear that ALL assets will end up onchain in some form. The infrastructure is here. The legal side is no longer the blocker people thought it would be.
The gap now is much simpler and much harder at the same time... Someone has to do the work of actually moving assets over.
Tokenized assets have gone from roughly $5B to north of $30B in under 2 years. At the same time, the AI infrastructure buildout is scaling into what is likely the largest capex cycle most of us will ever see, funded largely through debt.
However, most of that debt never touches the onchain economy.
On one side, you have demand for yield, global distribution, and capital that can move seamlessly. On the other is a massive need for structured financing tied to real assets like compute, data centers, and GPUs.
That gap is where the macro opportunity is.
@juniperlanehq is built around that idea. We focus on structuring debt tied to AI infra & GPU financing, and placing it onchain where it can scale.
50T was an exceptional place to spend this last chapter. I learned how investor capital actually gets structured and deployed, and worked with a team operating at a world-class level.
Juniper Lane is the clearest opportunity I’ve seen since I started in crypto.
If you’re working on tokenization, originating AI or GPU-backed credit, or allocating into private credit, I’d love to connect.
@tombanner@Jack_Krevitt1@juniperlanehq Hey tom - please dm me or message me on telegram (@aditdave) and I can connect you to the people that are working on this.
I’m spinning out of 50T Funds to start a new company with my co-founder @Jack_Krevitt1.
Before this, we built Zenrock. It got hacked in March '26 and we shut it down subsequently. We built it to bring Bitcoin onchain as yield-bearing collateral, ship a privacy protocol on Solana, and lay rails for real assets to settle in DeFi. Unfortunately, the chapter closed earlier than I wanted.
I’ve been in crypto since 2019. Long enough to see how far off we were in the early years, and how long it’s taken to get to something that actually works.
What we talked about back then is finally starting to happen. Real assets can move onchain. Not in pilots or test environments, but in size.
Crypto has matured, and the opportunity set looks very different now.
At this point, it’s clear that ALL assets will end up onchain in some form. The infrastructure is here. The legal side is no longer the blocker people thought it would be.
The gap now is much simpler and much harder at the same time... Someone has to do the work of actually moving assets over.
Tokenized assets have gone from roughly $5B to north of $30B in under 2 years. At the same time, the AI infrastructure buildout is scaling into what is likely the largest capex cycle most of us will ever see, funded largely through debt.
However, most of that debt never touches the onchain economy.
On one side, you have demand for yield, global distribution, and capital that can move seamlessly. On the other is a massive need for structured financing tied to real assets like compute, data centers, and GPUs.
That gap is where the macro opportunity is.
@juniperlanehq is built around that idea. We focus on structuring debt tied to AI infra & GPU financing, and placing it onchain where it can scale.
50T was an exceptional place to spend this last chapter. I learned how investor capital actually gets structured and deployed, and worked with a team operating at a world-class level.
Juniper Lane is the clearest opportunity I’ve seen since I started in crypto.
If you’re working on tokenization, originating AI or GPU-backed credit, or allocating into private credit, I’d love to connect.
@onrefinance@lui1of1@ExponentFinance Wow. How are you getting 25.4% on the junior tranche?
We are doing something similar for AI financing loans onchain. Would love to share notes.
In crypto, everyone has a different incentive. The hard part is getting them to point in the same direction.
Boomer Saraga (The Tie) moderated @ad1_onchain (@50TFunds), Anand Gomes (@tradeparadigm / @paradex), Matt Casto (@CMT_Digital), and @TheEylon (@ColliderVC) on whether alignment across users, liquidity providers, and token holders is actually achievable.