Jackson Blau

University of Michigan 23' Economics & Entrepreneurship | Manager of DeFi and Crypto @InveniamIO | Former @infineogroup & @tokenadvisors

[Jackson Blau @jacksonblau]

With #bitcoin  over $21k… I’m shocked #BMN1 from @Blockstream, @Excellion, & @adam3us is trading for $157k🤔

On a secondary markets like @bitfinex buyers can buy the rights to over 5.7 BTC + the #bitcoin  mined by @Blockstream over the next 500+ days🤯

Sweet deal IMO🤷‍♂️

[Inveniam @InveniamIO]

Today, Inveniam released the investment thesis behind our $20M strategic investment in MANTRA, including findings from a six-month investigation into the April 2025 OM price crash.

The report combines legal, forensic, and onchain analysis to bring additional transparency to a significant market event.

Read the full report: https://t.co/kHyFGGrZqV

[Jackson Blau @jacksonblau]

@Figure @financeguy74 Couldn’t agree more, this is the future of private credit. Democratized Prime + Figure Connect collapsing SMB lending into one programmable onchain rail is huge. Onchain loan data + those AAA ratings = game changer. Excited to watch Credibly scale it off the recent raise. 🚀

[Figure @Figure]

We’re democratizing capital markets. @financeguy74 tested Democratized Prime and dove into our partnership with Credibly.

Here’s what he found.

• Simplified and efficient lending and borrowing, compared to the process of getting a warehouse line.

• Pool availability for auto loans and HELOCs.

• Reduced friction should enable Credibly to pass savings onto its small business customers.

Read the full article from deBanked ↓
https://t.co/6ZthZdASVj

[Arush (FTX Creditor) @arush]

@jacksonblau @OndoFinance @BackedFi @binance @AlpacaHQ @iyoshyoshi iykyk

[Jackson Blau @jacksonblau]

Completely agree, everyone credits @OndoFinance, @BackedFi & @binance for tokenized stocks exploding…

…but the real infrastructure layer is @AlpacaHQ.

Bullish on @iyoshyoshi + @arush 👀🚀

[RWA Foundation @RWAFoundation_]

Tokenized stocks dominated May with $500M+ in inflows

followed by Private Equity, Strategies, Credit, and Government Bonds.

[RWA Foundation @RWAFoundation_]

Tokenized stocks dominated May with $500M+ in inflows

followed by Private Equity, Strategies, Credit, and Government Bonds.

[Jackson Blau @jacksonblau]

@pgaff_digital @binance @BNBCHAIN @AlpacaHQ Completely agree… people see tokenized stocks growing from $1B -> $1.5B over the last three month and think it’s powered by @OndoFinance, @BackedFi, and @binance but the critical infrastructure layer underneath them all is @AlpacaHQ, extremely bullish👀

[Peter Gaffney 🌴 @pgaff_digital]

Self-selected stock tokenization for non-US thru @binance and @BNBCHAIN

@AlpacaHQ 📈📈

Stock tokenization platforms are competing with the largest now...

[alec gutman @Chipagosfinest]

Been working extremely hard to get this to the public.

Everyone is a merchant, they just don’t know it yet. We want Visa CLI to be the toolset to help builders start earning.

DM for access or if you have any feedback. We want to hear what you want to build and how we can help.

[Jackson Blau @jacksonblau]

@pgaff_digital Same as tokenized stocks… being led by @OndoFinance and @xStocksFi

[NVNM Chain @NVNM_Chain]

Build Agent accountability with us in our closed beta:
https://t.co/4tXGLnAihd

[Jackson Blau @jacksonblau]

@JX_Solv @Bullish @Equiniti Hey @JX_Solv, completely agree the transfer agent license is the real asset in this deal. Would love to hear what you have in mind. DM incoming!

[Jackson Blau @jacksonblau]

My read on the @Bullish/@Equiniti deal: $4.2B is the price tag, but the asset is the transfer agent license covering 50%+ of the FTSE 100 and 30%+ of the S&P 500. That's roughly 3,000 public companies whose share registries could move onchain with a regulated counterparty holding the pen.

[Jackson Blau @jacksonblau]

@davehendricks 100%, issuers decide and dual ledgers are a non-starter.

That’s why @Bullish acquiring Equiniti (the first digitally native TA) is such a clean on-ramp.

Have always been a fan of what you and the team @Vertalo_ are doing, hope you’ve been well since we last caught up when I was @tokenadvisors!

[Jackson Blau @jacksonblau]

The question I'm sitting with: does a crypto-native exchange operating a transfer agent for half the FTSE 100 accelerate issuer adoption, or does the regulatory complexity of merging those two worlds slow the whole thing down? Farley says inbound interest is "extraordinary." I want to see the first issuer commitment before I believe the timeline.

[Jackson Blau @jacksonblau]

@Bullish @Equiniti Meanwhile @Bullish's exchange business is printing. $92.8M revenue in Q1, up 49% YoY, with a 38% EBITDA margin. They climbed to #2 globally for BTC options at $11.6B volume and 14% market share. That's the cash engine funding a January 2027 close.

[Jackson Blau @jacksonblau]

@LuqueLex @FireblocksHQ Right, which reframes the @backed_fi question. If redemption is the product, native issuers don't win on speed alone; they need an institutional balance sheet behind the guarantee or they stay capped at DeFi-native demand. Qivalis isn't slow, it's building the actual product.

[Jackson Blau @jacksonblau]

France pushing euro stablecoins shows the bottleneck isn't tech, it's that two-thirds of European banks still see demand as limited. Meanwhile Qivalis (ING, UniCredit, BNP Paribas) picked @FireblocksHQ for a MiCA-compliant euro stablecoin targeting H2 2026. I'm watching whether @backed_fi and native onchain issuers move faster than the consortium model can.

[Jackson Blau @jacksonblau]

@0xHaley_ @FigureMarkets @DefiLlama @mcagney @SentoraHQ @Morpho @HastraFi The durability question is the right one. Long-term momentum likely tracks two things: Figure's HELOC origination pipeline staying strong, and the Morpho/Sentora looping markets keeping enough liquidity for the leverage trade to work. Early signals on both are positive.

[Jackson Blau @jacksonblau]

I've been watching @figuremarkets Democratized Prime closely and the growth is impressive to see.

Last Friday +75.55% TVL to $20.9M in 24h, then $24.9M (+19% from Friday), now $33.87M per @DefiLlama.

Sustained organic growth from @mcagney's launch with @SentoraHQ on @Morpho.