ComposeCompareHistoryTrendingTrackUniverseMethodTokenStatusAboutTerms
Your book

Traditional assets move onto public ledgers, and the rails that carry them collect the fee.

Tokenised marketsAggressive3–5 years7 holdingsConfidence 40%3 reweighted

Only 1 term in your premise matched this theme (ledger). The match is weak — check the holdings carefully or rewrite the premise more specifically.

Universe v1· No stated date on this link
igitur.xyz/b/traditional-assets-move-onto-public-ledgers-3pkzjf
COIN20.9%
CRCL19.1%
HOOD16.7%
ETH13.8%
BLK10.4%
BTC9.1%
IEF10%
Lead positionConviction, descendingBallastWidths are weights · total 100%

Every holding, and why it is that size

Restore the book
20.9%Coinbase
The regulated on-ramp with the widest institutional footprint.
COIN · Equity · $169.56 · $19B · Tokenised markets
−+×
19.1%Circle
Stablecoin issuance is the clearest revenue line in the sector.
CRCL · Equity · $530.30 · $371B · Tokenised markets
−+×
16.7%Robinhood Markets
Retail distribution plus a chain of its own for tokenised equities.
HOOD · Equity · $158.06 · $247B · Tokenised markets
−+×
13.8%Ethereum
Settlement layer where most tokenised assets currently live.
ETH · Crypto · $14.04 · $2.26T · Tokenised markets
−+×
10.4%BlackRock
The largest issuer moving funds on-chain.
BLK · Equity · $81.17 · $153B · Tokenised markets
−+×
9.1%Bitcoin
The reserve asset of the sector; correlated to it, not a bet on rails.
BTC · Crypto · $1326.56 · $2.87T · Tokenised markets
−+×
10%7–10 Year Treasury ETF
Duration that tends to rally when growth disappoints.
IEF · Treasury · $78.12 · $39B · Ballast
The case for
Stablecoin settlement is at meaningful scale and regulated in several jurisdictions. Tokenised treasuries went from nothing to billions in under two years, and the venues holding the on-ramps monetise the transition whichever chain wins.
The case against
Regulation can reverse faster here than anywhere else on this list. Fee compression is the historical norm for market infrastructure, and much current volume is speculative rather than structural.

What the weights are worth

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igitur.xyz/b/traditional-assets-move-onto-public-ledgers-3pkzjf
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