$CEPT — Besides Greenland, tokenization was THE buzzword at Davos and there's only one pure-play way to invest in it. Securitize. Larry Fink isn't a stock promoter, he's a client. BUIDL 7x'd in a year. BitGo just IPO'd at $2.2B for custody, a commodity business with margins going one direction: down. Securitize owns the picks and shovels. Can't even put a price target on a TAM this big and a market this blue sky. LFG