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The First Trillion

Blue Wave, Green Shoots

  • Johnny Reinsch

Johnny Reinsch

06 Nov 2026 • 8 min read
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Blue Wave, Green Shoots

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[███░░░░]: Blue Wave, Green Shoots: Election Night, the Binance Hack, and Hyperliquid Goes Mainstream
Members only

[███░░░░]: Blue Wave, Green Shoots: Election Night, the Binance Hack, and Hyperliquid Goes Mainstream

06 Nov 2026 4 min read
The Data Standard Tokenized Assets Need Before They Scale

The Data Standard Tokenized Assets Need Before They Scale

The world's assets are moving onchain. The tokenized asset market grew 208% in the past year alone, reaching $38 billion in August. The issuers behind that growth are household names: BlackRock, Janus Henderson, Apollo, BNY Mellon, Fidelity, WisdomTree. Citi, ARK, and BCG place 2030 forecasts between $8 trillion
05 Nov 2026 4 min read
[███░░░░]: A $2.5B Rumor
Members only

[███░░░░]: A $2.5B Rumor

24 Oct 2026 4 min read
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