Omer Babaoglu

Entrepreneur & Investor
Cofounder @Fractalizedio

[Omer Babaoglu @OmerBabaoglu]

An actual use case with real distributions.
Offchain economies bringing in onchain yield on @base . 💪🫡🚢

[Fractalized @fractalizedio]

The latest case study about our chemical tanker, Tulip, shows what it actually looks like to bring a real-world asset on-chain.

Physical assets, structured and tracked transparently on @base, connected to digital infrastructure in a way that works in practice.

This is a real-world utility being built on-chain.

https://t.co/hsTlmjUAuZ

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Disclaimer:
Fractalized Tokenization Labs Ltd. does not offer or intend to offer its vessel token products to persons in the U.S. or the U.K. All communications are for informational purposes only and do not constitute an offer or solicitation in any jurisdiction where such activity is unlawful or restricted.

[XY @xydotdot]

BTC is dead to me.

For the first time since 2014, when my usual “should I buy BTC?” friends came for their scheduled emotional support hotline, I told them no.

I am confident there is no longer a trade in BTC because the original trade is gone.

BTC was the first memecoin.

Do not waste time @'ing me, to me it is obvious.

As you all know, every great memecoin needs a narrative powerful enough to make people believe they are doing something more meaningful than buying an asset from someone else. BTC had the best narrative of all time.

Rebellion against inflation, fiat, banks, central banks, and the establishment.

That was the narrative. But what mattered more was the raw engine underneath it: ESCAPE.

BTC gave ordinary people the first internet native asset that could plausibly let them escape the rat race without needing access to the incumbent class. Before BTC, immense wealth creation was mostly gated by proximity. You needed access to early equity, private deals, high finance, institutional networks, valuable real estate, or some other lane controlled by people already inside the system (Boomers). BTC changed that because anyone online could buy the asset before the ruling class.

That was BTC’s trade and its monopoly.

It gave ordinary people a way to escape the rat race by opting out of a system that had kept access, upside, and wealth creation mostly in the hands of the incumbent class.

The rebellion was the story -> The escape was the trade -> The monopoly was being the only asset online that could credibly offer both.

That monopoly no longer exists.

The irony is that BTC created the blueprint for the world that made BTC less important. It taught the internet that an asset did not need traditional fundamentals if it had belief, liquidity, attention, narrative, and enough people willing to treat the trade as a way out.

Financial nihilism + magic internet money.

That is the blueprint BTC gave the world. Forget fundamentals. Trade the narrative. Coordinate online. Let the greater fool mechanism create wealth for the people who arrived early enough.

Think about it......Since BTC, every market has been hyper gamblified. Stocks trade like memes. Coins trade like memes. AI tokens trade like memes. Prediction markets trade like memes. Anything that lives on the internet can become a trade, a belief system, and a possible escape hatch from the rat race.

BTC was powerful when it was the only internet asset that gave outsiders a credible way to get rich before the establishment arrived. Now the internet creates that setup constantly.

BTC also lost the rebellion narrative. Institutional adoption killed that part of the story. The asset that started as a way to opt out of the system is now owned through ETFs, marketed by asset managers, held by corporate treasuries, and represented culturally by Saylor running a balance sheet strategy.

BTC lost the 2 things that made it matter.

It lost the rebellion because the establishment absorbed it.

It lost the escape monopoly because every internet asset now competes to become the next rat race exit.

The store of value story was always secondary. The inflation hedge story was always secondary. The hard money story was always secondary. The main function was escape.

BTC was the first trade that made outsiders believe they could beat the system from outside the system.

Now that function lives everywhere.

To all the BTC maxis, with love.

-XY

[Omer Babaoglu @OmerBabaoglu]

@etaylan Basarilar dilerim Erman. En iyisini yapacagina eminim. Kolay gelsin!

[Omer Babaoglu @OmerBabaoglu]

@barankayhan

[Omer Babaoglu @OmerBabaoglu]

@yagizsozmen @Polymarket

[Omer Babaoglu @OmerBabaoglu]

@mert @heart_ Alpina and nothing else.

[Omer Babaoglu @OmerBabaoglu]

@nikunj @CannnGurel I like to frame it as solving your own problems vs solving someone else’s problems.

[Omer Babaoglu @OmerBabaoglu]

@EvanLuthra

[Jon Wu @jonwu_]

SEC endorsement of tokenized stocks is going to force institutional diligence and education into the quality of underlying tokenized securities:

SEC itself describes custodial and synthetic tokenized equities and while they can't ever state a preference, do indicate higher risk w/ synthetics.

So there's a LOT of education to be done on who gives you the most direct entitlement to the underlying, vs. who is giving you a price feed or tracking NAV in an offshore entity.

(Which always makes me wonder -- if you want simple exposure why do that at all? Why not just use perps?)

So just like someone is going to wake up in a few months and realize their Anthropic SPV of an SPV of an SPV doesn't have enforceability rights--

Someone is going to wake up in a few years realizing they never owned a direct claim to an Apple share at all but instead a debt instrument against a BVI entity that can independently default.

Basically I don't think this is a tech problem anymore.

ERC-20's work.

Now it's about dividing up the world and segmenting by institutional preference.

My bet is onshore institutions will want the strongest legal wrapper and the most airtight claim to "we let you trade actual stocks."

And offshore will prioritize speed to market, availability, and DeFi nativity.

[Fractalized @fractalizedio]

We are the badge sponsor of @eth_milano 2026, taking place on May 21–22 in Milan.

Fractalized will also be presented on the main stage by @maxlomu on May 21, in front of some of the industry’s leading builders, founders, and investors.

Glad to be part of the event and share what we’ve been building with such a strong audience at one of Italy's leading web3 gatherings.

https://t.co/kvg7IZIMTd

[Sven @SvenSchnieders]

In the age of AI, the reader struggles because the writer doesn't have to.

[Fractalized @fractalizedio]

Tokenized assets need a lot more than just simple infrastructure.

On/off ramps, OTC flows, and liquidity systems all need to work properly. Because if one part fails, the entire operation can break apart. That’s one of the reasons we’ve been working with @fuzefinance on the infrastructure and OTC side since day one.

This partnership helps us to maintain the operations we need as we expand into more assets.

https://t.co/kvg7IZIMTd

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Disclaimer:
Fractalized Tokenization Labs Ltd. does not offer or intend to offer its vessel token products to persons in the U.S. or the U.K. All communications are for informational purposes only and do not constitute an offer or solicitation in any jurisdiction where such activity is unlawful or restricted.

[Omer Babaoglu @OmerBabaoglu]

@barankayhan Tim Apple 😂

[Omer Babaoglu @OmerBabaoglu]

@RnaudBertrand Kagan and Kristol have been critical of this administration's brand of Republicanism for a while.

[Omer Babaoglu @OmerBabaoglu]

@HarunMedium @Halkiyatcilik https://t.co/6DaxrEgcBy

Hepsinin ruhlari sad olsun. Izmir Karsiyaka'da adlarina yapilan Sehit Diplomatlar Aniti'nin ziyaret edilmesini oneririm.

[Omer Babaoglu @OmerBabaoglu]

@ussal Uzerine karalama yapabilecegimiz bir formatta olsun:)

[Omer Babaoglu @OmerBabaoglu]

Yes.
When you have multiple tokenized assets (each with its liquidity pool) you can create an intelligent router that can direct the stablecoins in the LPs so that the pool that gets the most pressure can be supported. (Let me know if you want to learn more, we’re building this now)
Agree on market making your own for asset backed tokens.

[Omer Babaoglu @OmerBabaoglu]

@ZeusRWA @fractalizedio

[Omer Babaoglu @OmerBabaoglu]

Had a lot of fun talking about what we're building at @fractalizedio, what asset is live and what's we're bringing to @base.

Check it out to learn more about our unique approach to structuring real assets for onchain capital markets.

[Base Türkiye @0xBaseTurkiye]

Builder Graph - Ep 8: Institutional-Grade Assets to On-chain Capital Markets | Guest: @OmerBabaoglu from @fractalizedio | Hosted by @alitiknazoglu https://t.co/JuJEVnV983

[Omer Babaoglu @OmerBabaoglu]

@BaseEastEurope @base Excited to talk about what we're cooking @fractalizedio!