Insights

Notes about tokenization, the state of capital markets, and where commercial real estate falls in the middle of it all.

Notes about tokenization, the state of capital markets, and where commercial real estate falls in the middle of it all.

Latest

February 19, 2026

Infra Winter, Not Crypto Winter

Token prices are in freefall. Institutional infrastructure buildout has never been faster. The divergence defines 2026.

assorted numbers printed on wall
assorted numbers printed on wall

Markets

Latest Notes

high-rise buildings under blue sky and white clouds

MassChallenge FinTech 2026 and the Road to Institutional Validation

Company News

Feb 12, 2026

high-rise buildings under blue sky and white clouds

MassChallenge FinTech 2026 and the Road to Institutional Validation

Company News

Feb 12, 2026

high-rise buildings under blue sky and white clouds

MassChallenge FinTech 2026 and the Road to Institutional Validation

Company News

Feb 12, 2026

Contra, Token-2022, and the Institutional Thesis

Infrastructure

Feb 5, 2026

Contra, Token-2022, and the Institutional Thesis

Infrastructure

Feb 5, 2026

Contra, Token-2022, and the Institutional Thesis

Infrastructure

Feb 5, 2026

worms eye view of city buildings during daytime

Solana’s RWA Moment: From Keel to Institutional Credibility

Infrastructure

Jan 29, 2026

worms eye view of city buildings during daytime

Solana’s RWA Moment: From Keel to Institutional Credibility

Infrastructure

Jan 29, 2026

worms eye view of city buildings during daytime

Solana’s RWA Moment: From Keel to Institutional Credibility

Infrastructure

Jan 29, 2026

Why Real Estate Tokenization Requires Infrastructure, Not Marketplaces

Institutional

Jan 22, 2026

Why Real Estate Tokenization Requires Infrastructure, Not Marketplaces

Institutional

Jan 22, 2026

Why Real Estate Tokenization Requires Infrastructure, Not Marketplaces

Institutional

Jan 22, 2026

grayscale photo of high rise building

The Syndication Bottleneck: How Capital Raising Timelines Kill Deals

Markets

Jan 15, 2026

grayscale photo of high rise building

The Syndication Bottleneck: How Capital Raising Timelines Kill Deals

Markets

Jan 15, 2026

grayscale photo of high rise building

The Syndication Bottleneck: How Capital Raising Timelines Kill Deals

Markets

Jan 15, 2026

Nighttime reflections on building windows.

What Tokenization Actually Means: A Primer for Institutional Teams

Fundamentals

Jan 8, 2026

Nighttime reflections on building windows.

What Tokenization Actually Means: A Primer for Institutional Teams

Fundamentals

Jan 8, 2026

Nighttime reflections on building windows.

What Tokenization Actually Means: A Primer for Institutional Teams

Fundamentals

Jan 8, 2026