03/06/2026
The last part of the video is the one we find most interesting.
Tokenization is exciting, but it raises a question we keep coming back to.
Documentation and ownership can move on-chain.
But payments are still mostly off-chain.
And origination — where the asset is actually born.. also happens off-chain.
So we’re curious how liquidity evolves when only part of the asset’s story lives in the infrastructure.
Maybe that’s where the next wave of innovation actually sits.
2026