The Securitize SPAC deal marks a major inflection point for tokenization infrastructure. Larry Fink's framing of this as a freight train is spot on when you consider BlackRock's $4.1T in digital wallets looking for ways into traditional assets. The real value unlock comes when tokenization reduces settlement delays and admin friction enough to meaningfully compress fees, which could shift competitve dynamics across the entire fund industry.
GC appears to be essentially be building "Berkshire for the AI age" - a permanent capital conglomerate where venture innovation, AI transformation, and traditional business distribution create compounding advantages.
The Securitize SPAC deal marks a major inflection point for tokenization infrastructure. Larry Fink's framing of this as a freight train is spot on when you consider BlackRock's $4.1T in digital wallets looking for ways into traditional assets. The real value unlock comes when tokenization reduces settlement delays and admin friction enough to meaningfully compress fees, which could shift competitve dynamics across the entire fund industry.
Definitely. Will be interesting to see how fast this plays out.
GC appears to be essentially be building "Berkshire for the AI age" - a permanent capital conglomerate where venture innovation, AI transformation, and traditional business distribution create compounding advantages.
Interesting way to put it. Let's see if that's where the path they head down.
Thought a bit more, and wrote this https://andsnotors.substack.com/p/from-venture-capital-to-full-stack