$HOOD, $CRCL & $COIN Lead the Tokenized Finance Theme

AfraSimon
07-02

I can't even tell you guys how many crypto companies reach out to me as a "stock-focused thought leader" to say they are mostly pivoting out of crypto and into tokenized stocks.

Huge wave is coming. Been building my "fintech" basket and watching it closely. This whole "superapp" narrative has been crushed by the crypto weakness, but I think long term there can be some huge winners.

Big names: $Robinhood(HOOD)$ $Circle Internet Corp.(CRCL)$ $Coinbase Global, Inc.(COIN)$

Small names: $SoFi Technologies Inc.(SOFI)$ $Hyperliquid Strategies Inc(PURR)$ $eToro Group Ltd.(ETOR)$

1+ year ideas, but there's no planet (imo) where trading, betting, predicting, and investing don't get infinitely bigger in the next few years.

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