Securitize is going public. Here’s why that matters. Securitize provides tokenization as a service for institutions, acting only as the technical layer, similarly to Liquidity IO. $ETHZ is vertically integrated, raising funds or investing itself in RWA, then issuing the token through its Liquidity IO stake and then selling the tokens. Securitize currently powers 4 billion in AUM on its platform and is now going public at a $1.25bn valuation. $ETHZ has already raised $500m+ earmarked for RWA investments and tokenization. Applying the same valuation as Securitize, that means just the technical capacity to tokenize this AUM has a market value of $150mln or $10/share. $ETHZ has over 500m in net assets per its CEO’s interview yesterday, translating to roughly $30+/share in NAV (ethereum+cash). Once its convertible note is translated into equity and total investable assets become $1b, its NAV will still be roughly 30 but its EPS likely near 2.5-3$. Applying a standard 20 PE multiple, we’d have a valuation of $60/share. Given the value market now gives to tokenization as a service, the $10/share would be added to the PE multiple and give a fair value of around $70/share. That is with no growth and just the business as it is today. Still not moving my price targets from $30 and later $60. But the road to a potential upside is clearer and clearer.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

INFINIT partners with @Google and @GoogleCloudTech to bring agentic finance to millions. Anyone can access INFINIT's AI Agents for agentic coordination in their financial apps. This partnership marks the first step towards INFINIT becoming the universal infrastructure for agentic finance. This is the foundation for agentic finance at scale. Proven in DeFi, Built for Global Finance INFINIT has proven sophisticated agent coordination in DeFi: • 559,000+ Wallets • 506,000+ DeFi Conversations • 633,000+ Agent Transactions DeFi was the start. Next is scaling these capabilities to millions of developers building the future of agentic finance. A2A Integration Unlocks Exponential Distribution INFINIT integrates with Agent2Agent (A2A), Google's open standard for AI agent interoperability. This transforms how developers access INFINIT's DeFi capabilities.​ Every application adopting A2A automatically gains access to INFINIT's agent infrastructure, exponentially expanding reach from individual partnerships to ecosystem-wide distribution. Any application can now integrate INFINIT's agentic coordination capabilities: • Wallets requiring intelligent portfolio management • Trading platforms executing cross-chain strategies • Financial services building autonomous yield optimization • Portfolio managers coordinating multi-protocol operations Developers integrate sophisticated agentic coordination in a matter of hours, while users access advanced financial strategies with agentic coordination. Google's AI Infrastructure That Enables Agentic Finance Google Cloud's Vertex AI provides the foundation enabling INFINIT's agent coordination at scale with these capabilities:​ 1. Specialization: Vertex AI's Model Garden lets INFINIT's infrastructure to automatically select the optimal LLM for each natural language query.​ 2. Personalization: Vertex AI's RAG Engine processes massive on-chain and off-chain data, enabling agents to understand user history, market conditions, and protocol details providing complete context to AI agents. 3. Accuracy: Gemini's capability feeds complete instructions to all 30+ agents across multiple blockchains without compromises resulting in zero hallucination in financial execution.​​ The Vision: From DeFi to Payments to Complete Financial Coordination This is only the beginning of INFINIT and Google's collaboration.​ Google recently launched its Agent Payments Protocol (AP2) as an extension of A2A - enabling autonomous commerce across 60+ partners including American Express, Mastercard, PayPal, Coinbase, and Revolut.​ Agents will be able to execute purchases, coordinate bookings, and manage delegated financial tasks autonomously, starting from payments. The next stage entails sophisticated agentic coordination beyond simple transactions. INFINIT provides this through A2A-compatible DeFi infrastructure where agents orchestrate: • Personalized yield optimization • Cross-chain liquidity management • Portfolio rebalancing across protocols • Multi-step strategy execution As the agentic payment ecosystem matures, INFINIT becomes the infrastructure enabling agents to not only spend capital, but strategically manage and grow it.​​ From standalone DeFi agents to the universal infrastructure for global agentic finance.​ This partnership and integration with Google and Google Cloud positions INFINIT as a key building block for agentic finance, helping shape a more transparent, efficient, and accessible financial system. The future of finance is agentic. The foundation is INFINIT.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

Honored to welcome @ETHZilla_ETHZ with a $47M ETH deployment into Puffer! A strong vote of confidence in our liquid restaking framework: 🐡 Security with 2 ETH validator bonds 🐡 High yields at scale 🐡 Fully permissionless This is how DATs grow with Ethereum. We remain committed to building the most secure and scalable infrastructure for Ethereum. And we’re only getting started! 💪

Name & Symbol: PUFFER ($PUFFER)
Address: 0x87d00066cf131ff54b72b134a217d5401e5392b6

Nearing The DAT Peak 🎙️ @JasonYanowitz @santiagoroel @avichal @HadickM 02:14 DATs Explored 21:11 ETHZilla 30:32 DAT KPIs & FUD 52:54 Native Token or DAT 01:00:06 White House Crypto Report 01:07:29 Coinbase X Chase 01:11:17 Zora & Creator Tokens Full episode available via links below ↓

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69