Simon K. Basler

Writing about the Financial Operating System.
Digital Assets | Tokenization | Banking Strategy | AI × Blockchain

[Simon K. Basler @basimkas]

Who controls the client context? Who sets the mandate and permissions?
And who carries the responsibility when something goes wrong?
These may become the most important questions in investment management.
See full article. https://t.co/hwL8yAYuOI

[Simon K. Basler @basimkas]

Advice, portfolio strategies, execution and financial infrastructure are becoming more independent.
But here's the twist: software can bring them back together.
That is where rebundling begins.

[Nate Geraci @NateGeraci]

*Tradfi* headlines last few days…

It’s happening.

I remember when I was told crypto was all a scam.

[Simon K. Basler @basimkas]

@NateGeraci An obvious path since many years. Assets and money getting onchain.

[Simon K. Basler @basimkas]

@RWAFoundation_ 78 blockchains. And I thought TradFi was fragmented.

[Simon K. Basler @basimkas]

Full article https://t.co/hwL8yAYuOI

[Simon K. Basler @basimkas]

What happens when your AI adviser recommends a portfolio, an agent executes the trades, and your assets move onchain?

Who is your investment manager then?

[Simon K. Basler @basimkas]

Investing has been going digital for decades. But the core of the investment process stayed human.

AI is starting to change the decision layer. Digital assets are changing the rails underneath.

What happens when the two come together?https://t.co/EuJDqSrtkb

[Simon K. Basler @basimkas]

AI slop is not just a quality problem. It is changing what is scarce.

As cognitive production gets cheaper, judgment, context and trust become more valuable.
https://t.co/zYA5EiydEp

[Simon K. Basler @basimkas]

The more interesting question is often: What becomes possible what simply wasn’t possible before?

AI and digital assets may ultimately be judged as much by what they enable as by what they replace.

[Simon K. Basler @basimkas]

Why should a financial institution invest in public securities tokenization at all?

It is rarely just about one use case.

[Simon K. Basler @basimkas]

https://t.co/h0VWx4Il1J

[Simon K. Basler @basimkas]

For those interested in the broader argument, I explore it in more detail here: https://t.co/xyt5LuDerT

[Simon K. Basler @basimkas]

I like crypto as an asset class.

But the danger is that it hides blockchain’s more fundamental contribution.

For most of financial history, money, settlement and ownership have operated as separate systems.

What if the real innovation is bringing them together?

[Simon K. Basler @basimkas]

Crypto may not be blockchain’s most consequential contribution to finance.

The deeper shift may be the financial operating system emerging beneath it.

https://t.co/swghdj6mdc

[Brian Armstrong @brian_armstrong]

Listen to the talk here: https://t.co/0caPXrbqvW