What in the World? (Core Strategy Rebalance)
Sep 9, 2025
Author
Discussed in today's video:
- Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.
- World (WLD) is building a universal digital identity layer, a use case with a large TAM and clear value proposition.
- Solana DAT inflows are substantial enough to warrant an increased allocation despite macro uncertainties.
Disclosure: I am an investor in the private round for both BMNR and OCTO.
Tickers in this video: #BTC #SOL