Canton, Ethereum, and AI: the trifecta for the tokenized age
Onchain since 2017
Joined January 2025
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Privacy. Tokenization. AI.
The big three crypto narratives! ✨
My two high conviction bets:
base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 = private DeFi for tokenized assets, at only $35m mc
zero-gravity:native = private AI ($vvv + onchain agents), at only $65m mc)
Lac Canton retweeted
it is mind-blowing to me that you can now point an AI at a thing that took 150+ years to craft and have it dissect and improve the design of it in seconds for a couple dollars in cost.
i don't care what people say, the ramifications of using AI in the physical world is totally unaccounted for by most markets - and the rate at which this stuff is accelerating means these models are capable of doing this *today*
Lac Canton retweeted
base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 is massively undervalued, especially compared to $hype and $lit
And Edel is much, much more than yet another perp dex
Don't fade this one @edel
Edel is one of my most high-conviction plays for this cycle.
Tokenised equities is going to very quickly become one of the largest sectors of Crypto, and I really think Edel is positioned to be at the top of this.
At the moment this is a very undervalued project. I've shared about this a bit, but never gone into true detail why.
But here, I’ve put together a detailed thread to help you understand why, in my view, it will not be undervalued for long and how, in my view, it's one of the best R/R bets in the space.
- The Basis.
Broadly, they are building the margin layer for tokenised equities, the infrastructure that turns passive equity holdings into productive assets that can earn, borrow, hedge, and trade.
Tokenisation enables assets/equities to get on-chain. The harder and more valuable problem is what those assets can do once they arrive there. Trillions in equities and other traditional assets are moving toward this programmable form, and they will need liquidity, continuous trading, leverage, credit, and capital efficient ways to put portfolios to work without selling.
This is already an extremely large industry in Traditional Finance with roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue.
It’s no joke.
And Edel is positioning itself as the connective infrastructure those assets move and trade through, rather than another issuance surface. They’re going for the whole pie, and as you will see below, are primed to do so.
- Institutional Backing & Market Understanding
In terms of the expertise behind this, Edel is not just another micro cap.
Edel’s leadership and advisory squad spans the institutions that actually run global equity finance. A chap named Brad Klaas is central to this. More than 30 years ago he helped build and scale the securities lending business at what became BlackRock, growing operations from roughly $1 billion to nearly $40 billion in lendable assets.
He later held senior roles at BNP Paribas and Bank of America, including electronic trading and prime brokerage businesses, and navigated difficult market periods while retaining the majority of revenues.
His most recent work was as Digital Assets & Strategic Initiatives Lead at Franklin Templeton(almost $2tn AUM), where he focused on institutional tokenised collateral products and partnerships. This guy now sits on Edel’s board and shapes institutional strategy, which cannot be emphasised enough how huge that is.
Co-founder James Sherborne brings equity research and capital markets experience from Berenberg, along with later work building regulated crypto corporate finance capabilities. The broader team and advisors cover it all. Web3 product, engineering, and institutional credit. This breadth of experience is insanely strong. It covers all the securities lending, margin, and prime brokerage functions Edel is bringing on-chain.
The team is absolutely stacked.
- Canton Network
Edel has concentrated its build on the Canton Network, a privacy enabled public Layer 1 designed for regulated institutional finance. Canton’s sub transaction privacy means parties see only the data they are entitled to see, enabling confidential multi party workflows while still supporting atomic settlement and interoperability.
This is the architecture already used in production by major market infrastructure players for repo, collateral, and related flows.
Edel is a Featured App on Canton. It has partnered with Flowdesk for institutional grade market making and liquidity on its Canton markets. Institutional custody considerations are part of the broader positioning.
The project is also participating in the DTC Digital Assets Solutions Industry Working Group, convened to provide feedback on the creation of the DTCC Tokenisation Service, expected to launch in Q4 2026.
Edel sits alongside more than 100 other members, including institutions at the core of U.S. capital markets such as the NYSE, BlackRock, Goldman Sachs, JPMorgan, and Citadel Securities, as well as other tokenisation participants.
Overall, they have the A-team, the network, and the seat at the table.
- Technology and Product Architecture
Edel’s system is built around native Canton instruments and planned trading layers:
Edel Stocks provide contractual economic exposure with 1:1 economic backing. Live index include SPYe, QQQe, NVDAe, and SPCXe. Total return economics, including dividends, are handled via a multiplier. Primary issuance and redemption are restricted to approved participants and secondary trading is available on venues such as Cantex Exchange. These are native Canton assets transferable across compatible wallets and applications.
Edel Markets is the perpetual futures venue, combining off-chain execution with asynchronous Canton settlement. It is designed with privacy preserving features suitable for institutional and regulated use cases.
Essentially, Edel lets you hold digital versions of stocks and ETFs that track the real ones (including dividends), then use those holdings as collateral to trade leveraged versions of them, all on a privacy focused network built for institutions.
- Traction and Revenue
With virtually no marketing, Edel Stocks have reportedly generated nearly $20 million in tokenised equity volume.
On the revenue side, Edel has reported generating tens of thousands of dollars daily, $20,000–$50,000, through Canton ecosystem rewards tied to activity. Trading fees, primary issuance/redemption fees, and future financing activity are positioned as additional recurring revenue streams that can flow into the ecosystem.
Incredibly impressive revenue numbers for such a currently, low valued project.
- The Bigger Picture
Tokenisation is going to happen in all parts of life and is going to become an incredibly large industry via equities. And as DTCC and others advance tokenisation services and more equities become programmable, the demand shifts to the layers around those assets.
Deep liquidity, continuous trading, leverage, credit, and ways for holders and institutions to put the same portfolio to work more efficiently.
To picture this, traditional securities lending alone is estimated at roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue, most of it currently captured by intermediaries. The broader equity market is on the order of $110 trillion.
The opportunity here is the productive infrastructure that sits on top of tokenised assets, which is exactly the margin, credit, trading, and financing layer Edel is assembling on Canton.
The bottom line Is that Edel is building the rails those assets can trade, borrow against, and generate yield through, with institutional privacy, relationships, and market structure expertise baked in from the start.
This is, in my view, a $1bn project currently trading at $20m Market Cap.
You do not see this type of near perfectly aligned project, with the expertise, tech, and positioning, so accurately poised to capture a future Crypto dominating market, that has only just started becoming actualised.
It’s not often these types of truly valuable opportunities come around, in my opinion.
- @edeldotfinance $EDEL
Lac Canton retweeted
Send base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 to 1Q
Tokenization is only the first step.
Issuance puts assets on-chain. Trading creates markets. Credit and collateral unlock their real economic value.
Traditional finance took decades to build these layers.
$EDEL is bringing them together on Canton.
Lac Canton retweeted
base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 is showing serious strength while the market is still gripped by fear 👀
The DTC Digital Asset Solutions Working Group connection puts EdelFinance in the conversation around tokenised assets and institutional infrastructure. Add reports of Corus accumulating 7.14M EDEL and the story gets even more interesting.
I’m holding 4 million EDEL, I’m very bullish, and my conviction is high. I believe EDEL has the potential to reach a $1B market cap over time if it keeps building and delivers on the institutional tokenisation opportunity.
Eyes on 0.02652. Hold it and 0.029–0.031 comes into view and then blue skies . $EDEL 🐋
@edeldotfinance
Lac Canton retweeted
Tokenization is only the first step.
Issuance puts assets on-chain. Trading creates markets. Credit and collateral unlock their real economic value.
Traditional finance took decades to build these layers.
$EDEL is bringing them together on Canton.
Lac Canton retweeted
Financial markets have always distinguished between information needed for price discovery and information that should remain confidential.
Public blockchains largely removed that distinction, making positions, leverage and liquidation levels visible to anyone.
@CantonNetwork introduces a different model: shared market information without universal visibility into individual accounts.
As institutional activity moves on-chain, that distinction becomes increasingly important.
base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 is massively undervalued, especially compared to $hype and $lit
And Edel is much, much more than yet another perp dex
Don't fade this one @edel
Edel is one of my most high-conviction plays for this cycle.
Tokenised equities is going to very quickly become one of the largest sectors of Crypto, and I really think Edel is positioned to be at the top of this.
At the moment this is a very undervalued project. I've shared about this a bit, but never gone into true detail why.
But here, I’ve put together a detailed thread to help you understand why, in my view, it will not be undervalued for long and how, in my view, it's one of the best R/R bets in the space.
- The Basis.
Broadly, they are building the margin layer for tokenised equities, the infrastructure that turns passive equity holdings into productive assets that can earn, borrow, hedge, and trade.
Tokenisation enables assets/equities to get on-chain. The harder and more valuable problem is what those assets can do once they arrive there. Trillions in equities and other traditional assets are moving toward this programmable form, and they will need liquidity, continuous trading, leverage, credit, and capital efficient ways to put portfolios to work without selling.
This is already an extremely large industry in Traditional Finance with roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue.
It’s no joke.
And Edel is positioning itself as the connective infrastructure those assets move and trade through, rather than another issuance surface. They’re going for the whole pie, and as you will see below, are primed to do so.
- Institutional Backing & Market Understanding
In terms of the expertise behind this, Edel is not just another micro cap.
Edel’s leadership and advisory squad spans the institutions that actually run global equity finance. A chap named Brad Klaas is central to this. More than 30 years ago he helped build and scale the securities lending business at what became BlackRock, growing operations from roughly $1 billion to nearly $40 billion in lendable assets.
He later held senior roles at BNP Paribas and Bank of America, including electronic trading and prime brokerage businesses, and navigated difficult market periods while retaining the majority of revenues.
His most recent work was as Digital Assets & Strategic Initiatives Lead at Franklin Templeton(almost $2tn AUM), where he focused on institutional tokenised collateral products and partnerships. This guy now sits on Edel’s board and shapes institutional strategy, which cannot be emphasised enough how huge that is.
Co-founder James Sherborne brings equity research and capital markets experience from Berenberg, along with later work building regulated crypto corporate finance capabilities. The broader team and advisors cover it all. Web3 product, engineering, and institutional credit. This breadth of experience is insanely strong. It covers all the securities lending, margin, and prime brokerage functions Edel is bringing on-chain.
The team is absolutely stacked.
- Canton Network
Edel has concentrated its build on the Canton Network, a privacy enabled public Layer 1 designed for regulated institutional finance. Canton’s sub transaction privacy means parties see only the data they are entitled to see, enabling confidential multi party workflows while still supporting atomic settlement and interoperability.
This is the architecture already used in production by major market infrastructure players for repo, collateral, and related flows.
Edel is a Featured App on Canton. It has partnered with Flowdesk for institutional grade market making and liquidity on its Canton markets. Institutional custody considerations are part of the broader positioning.
The project is also participating in the DTC Digital Assets Solutions Industry Working Group, convened to provide feedback on the creation of the DTCC Tokenisation Service, expected to launch in Q4 2026.
Edel sits alongside more than 100 other members, including institutions at the core of U.S. capital markets such as the NYSE, BlackRock, Goldman Sachs, JPMorgan, and Citadel Securities, as well as other tokenisation participants.
Overall, they have the A-team, the network, and the seat at the table.
- Technology and Product Architecture
Edel’s system is built around native Canton instruments and planned trading layers:
Edel Stocks provide contractual economic exposure with 1:1 economic backing. Live index include SPYe, QQQe, NVDAe, and SPCXe. Total return economics, including dividends, are handled via a multiplier. Primary issuance and redemption are restricted to approved participants and secondary trading is available on venues such as Cantex Exchange. These are native Canton assets transferable across compatible wallets and applications.
Edel Markets is the perpetual futures venue, combining off-chain execution with asynchronous Canton settlement. It is designed with privacy preserving features suitable for institutional and regulated use cases.
Essentially, Edel lets you hold digital versions of stocks and ETFs that track the real ones (including dividends), then use those holdings as collateral to trade leveraged versions of them, all on a privacy focused network built for institutions.
- Traction and Revenue
With virtually no marketing, Edel Stocks have reportedly generated nearly $20 million in tokenised equity volume.
On the revenue side, Edel has reported generating tens of thousands of dollars daily, $20,000–$50,000, through Canton ecosystem rewards tied to activity. Trading fees, primary issuance/redemption fees, and future financing activity are positioned as additional recurring revenue streams that can flow into the ecosystem.
Incredibly impressive revenue numbers for such a currently, low valued project.
- The Bigger Picture
Tokenisation is going to happen in all parts of life and is going to become an incredibly large industry via equities. And as DTCC and others advance tokenisation services and more equities become programmable, the demand shifts to the layers around those assets.
Deep liquidity, continuous trading, leverage, credit, and ways for holders and institutions to put the same portfolio to work more efficiently.
To picture this, traditional securities lending alone is estimated at roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue, most of it currently captured by intermediaries. The broader equity market is on the order of $110 trillion.
The opportunity here is the productive infrastructure that sits on top of tokenised assets, which is exactly the margin, credit, trading, and financing layer Edel is assembling on Canton.
The bottom line Is that Edel is building the rails those assets can trade, borrow against, and generate yield through, with institutional privacy, relationships, and market structure expertise baked in from the start.
This is, in my view, a $1bn project currently trading at $20m Market Cap.
You do not see this type of near perfectly aligned project, with the expertise, tech, and positioning, so accurately poised to capture a future Crypto dominating market, that has only just started becoming actualised.
It’s not often these types of truly valuable opportunities come around, in my opinion.
- @edeldotfinance $EDEL
Lac Canton retweeted
Edel is one of my most high-conviction plays for this cycle.
Tokenised equities is going to very quickly become one of the largest sectors of Crypto, and I really think Edel is positioned to be at the top of this.
At the moment this is a very undervalued project. I've shared about this a bit, but never gone into true detail why.
But here, I’ve put together a detailed thread to help you understand why, in my view, it will not be undervalued for long and how, in my view, it's one of the best R/R bets in the space.
- The Basis.
Broadly, they are building the margin layer for tokenised equities, the infrastructure that turns passive equity holdings into productive assets that can earn, borrow, hedge, and trade.
Tokenisation enables assets/equities to get on-chain. The harder and more valuable problem is what those assets can do once they arrive there. Trillions in equities and other traditional assets are moving toward this programmable form, and they will need liquidity, continuous trading, leverage, credit, and capital efficient ways to put portfolios to work without selling.
This is already an extremely large industry in Traditional Finance with roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue.
It’s no joke.
And Edel is positioning itself as the connective infrastructure those assets move and trade through, rather than another issuance surface. They’re going for the whole pie, and as you will see below, are primed to do so.
- Institutional Backing & Market Understanding
In terms of the expertise behind this, Edel is not just another micro cap.
Edel’s leadership and advisory squad spans the institutions that actually run global equity finance. A chap named Brad Klaas is central to this. More than 30 years ago he helped build and scale the securities lending business at what became BlackRock, growing operations from roughly $1 billion to nearly $40 billion in lendable assets.
He later held senior roles at BNP Paribas and Bank of America, including electronic trading and prime brokerage businesses, and navigated difficult market periods while retaining the majority of revenues.
His most recent work was as Digital Assets & Strategic Initiatives Lead at Franklin Templeton(almost $2tn AUM), where he focused on institutional tokenised collateral products and partnerships. This guy now sits on Edel’s board and shapes institutional strategy, which cannot be emphasised enough how huge that is.
Co-founder James Sherborne brings equity research and capital markets experience from Berenberg, along with later work building regulated crypto corporate finance capabilities. The broader team and advisors cover it all. Web3 product, engineering, and institutional credit. This breadth of experience is insanely strong. It covers all the securities lending, margin, and prime brokerage functions Edel is bringing on-chain.
The team is absolutely stacked.
- Canton Network
Edel has concentrated its build on the Canton Network, a privacy enabled public Layer 1 designed for regulated institutional finance. Canton’s sub transaction privacy means parties see only the data they are entitled to see, enabling confidential multi party workflows while still supporting atomic settlement and interoperability.
This is the architecture already used in production by major market infrastructure players for repo, collateral, and related flows.
Edel is a Featured App on Canton. It has partnered with Flowdesk for institutional grade market making and liquidity on its Canton markets. Institutional custody considerations are part of the broader positioning.
The project is also participating in the DTC Digital Assets Solutions Industry Working Group, convened to provide feedback on the creation of the DTCC Tokenisation Service, expected to launch in Q4 2026.
Edel sits alongside more than 100 other members, including institutions at the core of U.S. capital markets such as the NYSE, BlackRock, Goldman Sachs, JPMorgan, and Citadel Securities, as well as other tokenisation participants.
Overall, they have the A-team, the network, and the seat at the table.
- Technology and Product Architecture
Edel’s system is built around native Canton instruments and planned trading layers:
Edel Stocks provide contractual economic exposure with 1:1 economic backing. Live index include SPYe, QQQe, NVDAe, and SPCXe. Total return economics, including dividends, are handled via a multiplier. Primary issuance and redemption are restricted to approved participants and secondary trading is available on venues such as Cantex Exchange. These are native Canton assets transferable across compatible wallets and applications.
Edel Markets is the perpetual futures venue, combining off-chain execution with asynchronous Canton settlement. It is designed with privacy preserving features suitable for institutional and regulated use cases.
Essentially, Edel lets you hold digital versions of stocks and ETFs that track the real ones (including dividends), then use those holdings as collateral to trade leveraged versions of them, all on a privacy focused network built for institutions.
- Traction and Revenue
With virtually no marketing, Edel Stocks have reportedly generated nearly $20 million in tokenised equity volume.
On the revenue side, Edel has reported generating tens of thousands of dollars daily, $20,000–$50,000, through Canton ecosystem rewards tied to activity. Trading fees, primary issuance/redemption fees, and future financing activity are positioned as additional recurring revenue streams that can flow into the ecosystem.
Incredibly impressive revenue numbers for such a currently, low valued project.
- The Bigger Picture
Tokenisation is going to happen in all parts of life and is going to become an incredibly large industry via equities. And as DTCC and others advance tokenisation services and more equities become programmable, the demand shifts to the layers around those assets.
Deep liquidity, continuous trading, leverage, credit, and ways for holders and institutions to put the same portfolio to work more efficiently.
To picture this, traditional securities lending alone is estimated at roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue, most of it currently captured by intermediaries. The broader equity market is on the order of $110 trillion.
The opportunity here is the productive infrastructure that sits on top of tokenised assets, which is exactly the margin, credit, trading, and financing layer Edel is assembling on Canton.
The bottom line Is that Edel is building the rails those assets can trade, borrow against, and generate yield through, with institutional privacy, relationships, and market structure expertise baked in from the start.
This is, in my view, a $1bn project currently trading at $20m Market Cap.
You do not see this type of near perfectly aligned project, with the expertise, tech, and positioning, so accurately poised to capture a future Crypto dominating market, that has only just started becoming actualised.
It’s not often these types of truly valuable opportunities come around, in my opinion.
- @edeldotfinance $EDEL
Lac Canton retweeted
I’m seriously bullish on $EDEL.
Canton is building out, and now Supanova is bringing a token launchpad to the network. That’s the kind of infrastructure and activity I’ve been waiting to see in this ecosystem.
I’ve got my position and I’m watching closely. If Canton keeps growing, I think $EDEL could be in a very interesting spot. 💎
@edeldotfinance will be a billion dollar market cap at some point!
Lac Canton retweeted
Soon you will have to ask as yourself... did you buy enough $EDEL at these levels.
Edel is one of my most high-conviction plays for this cycle.
Tokenised equities is going to very quickly become one of the largest sectors of Crypto, and I really think Edel is positioned to be at the top of this.
At the moment this is a very undervalued project. I've shared about this a bit, but never gone into true detail why.
But here, I’ve put together a detailed thread to help you understand why, in my view, it will not be undervalued for long and how, in my view, it's one of the best R/R bets in the space.
- The Basis.
Broadly, they are building the margin layer for tokenised equities, the infrastructure that turns passive equity holdings into productive assets that can earn, borrow, hedge, and trade.
Tokenisation enables assets/equities to get on-chain. The harder and more valuable problem is what those assets can do once they arrive there. Trillions in equities and other traditional assets are moving toward this programmable form, and they will need liquidity, continuous trading, leverage, credit, and capital efficient ways to put portfolios to work without selling.
This is already an extremely large industry in Traditional Finance with roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue.
It’s no joke.
And Edel is positioning itself as the connective infrastructure those assets move and trade through, rather than another issuance surface. They’re going for the whole pie, and as you will see below, are primed to do so.
- Institutional Backing & Market Understanding
In terms of the expertise behind this, Edel is not just another micro cap.
Edel’s leadership and advisory squad spans the institutions that actually run global equity finance. A chap named Brad Klaas is central to this. More than 30 years ago he helped build and scale the securities lending business at what became BlackRock, growing operations from roughly $1 billion to nearly $40 billion in lendable assets.
He later held senior roles at BNP Paribas and Bank of America, including electronic trading and prime brokerage businesses, and navigated difficult market periods while retaining the majority of revenues.
His most recent work was as Digital Assets & Strategic Initiatives Lead at Franklin Templeton(almost $2tn AUM), where he focused on institutional tokenised collateral products and partnerships. This guy now sits on Edel’s board and shapes institutional strategy, which cannot be emphasised enough how huge that is.
Co-founder James Sherborne brings equity research and capital markets experience from Berenberg, along with later work building regulated crypto corporate finance capabilities. The broader team and advisors cover it all. Web3 product, engineering, and institutional credit. This breadth of experience is insanely strong. It covers all the securities lending, margin, and prime brokerage functions Edel is bringing on-chain.
The team is absolutely stacked.
- Canton Network
Edel has concentrated its build on the Canton Network, a privacy enabled public Layer 1 designed for regulated institutional finance. Canton’s sub transaction privacy means parties see only the data they are entitled to see, enabling confidential multi party workflows while still supporting atomic settlement and interoperability.
This is the architecture already used in production by major market infrastructure players for repo, collateral, and related flows.
Edel is a Featured App on Canton. It has partnered with Flowdesk for institutional grade market making and liquidity on its Canton markets. Institutional custody considerations are part of the broader positioning.
The project is also participating in the DTC Digital Assets Solutions Industry Working Group, convened to provide feedback on the creation of the DTCC Tokenisation Service, expected to launch in Q4 2026.
Edel sits alongside more than 100 other members, including institutions at the core of U.S. capital markets such as the NYSE, BlackRock, Goldman Sachs, JPMorgan, and Citadel Securities, as well as other tokenisation participants.
Overall, they have the A-team, the network, and the seat at the table.
- Technology and Product Architecture
Edel’s system is built around native Canton instruments and planned trading layers:
Edel Stocks provide contractual economic exposure with 1:1 economic backing. Live index include SPYe, QQQe, NVDAe, and SPCXe. Total return economics, including dividends, are handled via a multiplier. Primary issuance and redemption are restricted to approved participants and secondary trading is available on venues such as Cantex Exchange. These are native Canton assets transferable across compatible wallets and applications.
Edel Markets is the perpetual futures venue, combining off-chain execution with asynchronous Canton settlement. It is designed with privacy preserving features suitable for institutional and regulated use cases.
Essentially, Edel lets you hold digital versions of stocks and ETFs that track the real ones (including dividends), then use those holdings as collateral to trade leveraged versions of them, all on a privacy focused network built for institutions.
- Traction and Revenue
With virtually no marketing, Edel Stocks have reportedly generated nearly $20 million in tokenised equity volume.
On the revenue side, Edel has reported generating tens of thousands of dollars daily, $20,000–$50,000, through Canton ecosystem rewards tied to activity. Trading fees, primary issuance/redemption fees, and future financing activity are positioned as additional recurring revenue streams that can flow into the ecosystem.
Incredibly impressive revenue numbers for such a currently, low valued project.
- The Bigger Picture
Tokenisation is going to happen in all parts of life and is going to become an incredibly large industry via equities. And as DTCC and others advance tokenisation services and more equities become programmable, the demand shifts to the layers around those assets.
Deep liquidity, continuous trading, leverage, credit, and ways for holders and institutions to put the same portfolio to work more efficiently.
To picture this, traditional securities lending alone is estimated at roughly $2.5 trillion in outstanding loaned securities generating around $10 billion in annual revenue, most of it currently captured by intermediaries. The broader equity market is on the order of $110 trillion.
The opportunity here is the productive infrastructure that sits on top of tokenised assets, which is exactly the margin, credit, trading, and financing layer Edel is assembling on Canton.
The bottom line Is that Edel is building the rails those assets can trade, borrow against, and generate yield through, with institutional privacy, relationships, and market structure expertise baked in from the start.
This is, in my view, a $1bn project currently trading at $20m Market Cap.
You do not see this type of near perfectly aligned project, with the expertise, tech, and positioning, so accurately poised to capture a future Crypto dominating market, that has only just started becoming actualised.
It’s not often these types of truly valuable opportunities come around, in my opinion.
- @edeldotfinance $EDEL
Lac Canton retweeted
.@SocieteGenerale has accepted $10M in tokenized US Treasuries as collateral on @CantonNetwork
The assets came from the soft launch of @The_DTCC’s Tokenisation Service
It’s a step toward connecting tokenized securities with institutional collateral and financing.
I think we've reached the point where open weight models are good enough
(and guess what, they only get better)
BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list.
Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering lead time improved 70%.
Here's the part that matters: the gains showed up when tokens stopped being rationed. Engineers quit saving AI for the hard tickets and pointed it at everything.
Frontier models become the exception, open weights become the default. That's a pricing problem for every lab heading to IPO.
h/t @OliverMolander
Would you move your team off frontier APIs if the bill dropped 90%?
Lac Canton retweeted
Tokenization is the biggest bull market in crypto.
The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion.
This metric has now reached a new record high for 10 consecutive weeks, up +590% year-to-date.
It has become increasingly clear that financial markets are moving toward tokenizing everything.
Investors are demanding 24/7 markets, and tokenized assets are increasingly fulfilling that demand.
Amid the shift, Jupiter, the largest onchain platform on Solana, reported that 70% of tokenized asset trading now occurs outside traditional market hours.
Amid this surge in demand, the NYSE is developing infrastructure for tokenized equities and perpetual futures.
The future of financial markets is onchain.
The AI trade and build-out is far from over
Most people still think of it as a chatbox, not an intelligence machine in your pocket
Lac Canton retweeted
Very soon $Edel will be so obvious.
Already generating real revenue - $5-7m pa annualised.
Part of the DTCC Working Group, Partnerships with Anchorage, Chainlink, Flowdesk and many more.
$20m in tx volume on stocks.
Perps in final audits.
It's so obvious.
Tokenization solves the question of how assets exist on-chain. It doesn't solve how capital moves around them.
Traditional markets rely on an entire infrastructure of trading, credit, margin and collateral management.
That infrastructure is what makes capital markets function at scale.
The next phase of tokenization will be defined less by what gets issued, and more by what those assets can actually do.
Lac Canton retweeted
First Launchpad on Canton Goes Live🚀
(Canton is where $EDEL lives)
I have deposited some funds here and am waiting to pounce on the first major runner 💎
Why:
- Supanova goes live in the next 24hrs
- The first token launchpad on Canton Network - in final testing - TOKENS THERE NOW ARE JUST TESTERS
- Will be some mega alpha there
- There are only 30 coins on Canton and $ 3B+ in idle $CC and stables
How:
- Sign up via our ref link:
launch.supanova.app/r/beanst…
- Create an account with Google / Apple sign in and bridge funds over from Canton, Robinhood, Solana, Ethereum, Base or Arbitrum
Possibility of a major runner here - got my funds rdy and watching very closely over the next 24 hours 💎
Lac Canton retweeted
Tokenization solves the question of how assets exist on-chain. It doesn't solve how capital moves around them.
Traditional markets rely on an entire infrastructure of trading, credit, margin and collateral management.
That infrastructure is what makes capital markets function at scale.
The next phase of tokenization will be defined less by what gets issued, and more by what those assets can actually do.
