New launch! VanEck Data Center Supply Chain ETF, $RACK
$RACK provides exposure across all six layers of the data center supply chain in a single ETF:
- Fabless chips & quantum computing
- Servers, storage & cooling
- Cloud networking
- Power & grid
- Nuclear energy
- Data center real estate
Learn more at https://t.co/04N2xhwdS7
Equities turned into tokens, tokens turned into equities.
Enabled by the asset manager with a stellar reputation, great track record and superb marketing (follow @vaneck_us - full of expertise, depth and great humor). 💫
@MsMelChen Why?
Battling for licenses since 2011.
A first mover in the industry (2011!!) with 50+ licenses to Robinhood for $200m.
Their competition valuations?
Binance (2017) $80b+
Coinbase (2012) $50b+
Kraken (2011) $20b+
@MsMelChen In this context, I like to bring up the company Bitstamp.
The regulators decided to butcher a company so heavily that the owners sold it into private equity (acquired by Robinhood thereafter for pennies).
1000+ high paying IT jobs GONE just because of suicidal overregulation.
If you're an institution going into RWA, what do you choose?
A. The fastest chain
B. The most secure chain
C. The cheapest to transact chain
D. The chain throwing most incentives
E. The compliance-first chain
Answer?
None of this really matters (not a deal breaker) 💫
still sounds crazy to me that
BNB basically went from $0 to $3.67B in RWA in just 1 year
other chains during the same period:
Ethereum: $8.3B → $18.8B
Solana: $344M → $2.57B
Stellar: $513M → $1.83B
Liquid Network: $692M → $1.44B
@alive_ Blockchains = shopping mall islands connected through a river with each other.
There will be a winner - but it will not play the island game.
It will be the next Amazon.
@CantonNetwork = PRIVACY
@solana = COMPLIANCE
@ethereum = SECURITY
@BNBCHAIN = DISTRIBUTION
⚫️🟠
The Tokenized Future has been built in '25.
The US regulator will signal the direction in '26.
Other jurisdictions will race to be "next".
Retail is coming en masse in '27
💫
8/ TLDR:
Web3 + Institutional = converging.
$100T in custody and the largest institutions demanding the best concrete technical stack offering SECURITY, PRIVACY, COMPLIANCE and DISTRIBUTION.
Now here is my top ecosystems that achieve those goals: