ComposeCompareHistoryTrendingTrackUniverseMethodTokenStatusAboutTerms
Your book

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

Tokenised marketsAggressive3–5 years5 holdingsConfidence 40%3 removed

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
HOOD27.3%
COIN27%
ETH24.7%
CME11%
IEF10%
Lead positionConviction, descendingBallastWidths are weights · total 100%

Every holding, and why it is that size

Restore the book
27.3%Robinhood Markets
Retail distribution plus a chain of its own for tokenised equities.
HOOD · Equity · $158.06 · $247B · Tokenised markets
−+×
27%Coinbase
The regulated on-ramp with the widest institutional footprint.
COIN · Equity · $169.56 · $19B · Tokenised markets
−+×
24.7%Ethereum
Settlement layer where most tokenised assets currently live.
ETH · Crypto · $14.04 · $2.26T · Tokenised markets
−+×
11%CME Group
The incumbent venue; wins slowly if the transition is orderly.
CME · Equity · $80.88 · $25B · 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

Percentages, converted. Nothing is sent anywhere.

Enter an amount to see what each weight is worth. It stays in this browser.

This book has an address

Anyone who opens it rebuilds the same book, weight for weight.

igitur.xyz/b/traditional-assets-move-onto-public-ledgers-3pkzjf
Download as CSVTrack this book
Compose anotherHow the weights were set