Aetherstrike

Tokenizing proven in-ground reserves in oil, gas, and minerals with our proprietary DRRU framework. From buried to blockchain, dynamic value realized.

[The Defiant @DefiantNews]

Most RWA projects tokenize what's already liquid — treasuries, money-market funds, gold.

AetherStrike @aetherstrike went the opposite way: an NSAI-certified bitumen reserve in Utah's Uinta Basin, one token per barrel, issued under ERC-3643 on Ethereum.

Read more here:
https://t.co/Tsz6gktiCf

[Aetherstrike @aetherstrike]

@NateSilver538 Big lobster strikes again

[Etherealize @Etherealize_io]

Goldman Sachs CEO: Tokenized equities is something we’re thinking a lot about

David Solomon asks Coinbase CEO Brian Armstrong how he sees tokenized equities unfolding. Brian responds:

“A few years ago, people were talking about stablecoins, and they were saying, ‘Why do we need a digital dollar? We kind of can already make digital payments… What’s the point of that?’ It turned out to be a massive market. There’s high demand for the dollar in all these countries around the world, and a lot of people can’t get access to dollar-denominated accounts — they live in a high-inflation country like Turkey or Argentina or Nigeria. So that was one piece. And the other was it just reduced friction in terms of all kinds of payments people wanted to make in crypto for trading and B2B payments. There’s something like $30 trillion of stablecoin payment volume in the last year.”

Brian believes tokenized equities will follow a similar path:

“We don’t know exactly how it’s going to play out, but if you simply store a share of a company with a traditional custodian and issue a token equivalent of it on-chain, what does that enable? Similar to stablecoins, there’s an international component to this. There’s lots of people in the world who would love to buy Tesla or Nvidia. If you’re wealthy in Argentina, you can probably get a brokerage account open somewhere to trade that kind of stuff, but the vast majority of people cannot. There’s also this 24/7 trading aspect — people want to do that, and I think crypto is going to get there faster. There’s fractional shares, where you can trade a tiny piece of a share. There’s things like perpetual futures markets which have done really well in crypto — why shouldn’t that exist for securities as well? I think you’re going to see some things like this where crypto reduces friction and allows people to try new things. There might even be novel governance things which get created: let’s say you want to create a stock where short-term holders of your stock can’t vote — you can program that into a smart contract on chain and make that new type of token with those capabilities.”

And it’s not just equities. Treasuries, private credit, real estate, and many other real world assets (RWAs) are being tokenized, with Ethereum is the preferred settlement rail for compliant institutional capital markets.

More than 60% of all tokenized assets — over $200 billion — reside on Ethereum.

[Aetherstrike @aetherstrike]

@RWAwatchlist_ And they're not counting REAL real-world assets... the commodity sector is just getting started. Sure, we've had tokenized gold (in a vault, tokenize a receipt), but at @aetherstrike, we're tokenizing in-ground commodities with massive untapped value. First strike, Q2 2026.

[Aetherstrike @aetherstrike]

@ZeusRWA Done!

[Aetherstrike @aetherstrike]

https://t.co/cY1Q7ERvMs

[Aetherstrike @aetherstrike]

The biggest unsolved problem in fractional investing:

If you fractionalize a 20-year asset and give holders liquidity, you've accidentally created a race to the exit.

Here's why 👇

[Aetherstrike @aetherstrike]

Full breakdown of the mechanism design in our latest post.

Building in public as we figure this out.

[Aetherstrike @aetherstrike]

@brian_armstrong Did I hear tokenized oil reserves... 👀

[Aetherstrike @aetherstrike]

https://t.co/0yRjkoJrjW

[Aetherstrike @aetherstrike]

This isn't the post I wanted to write. But building in public means sharing the decisions you didn't want to make, not just the wins.

Here's why we're moving away from ERC-1155: 🧵

[Aetherstrike @aetherstrike]

Full breakdown on Substack covering:

What token standards actually are
- ERC-20, 721, 1155, 3643, 7943 explained
- Why we're pivoting
- How we think about flexibility

Link below 👇