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DIAMOND HANDS ARE COMING…

Tokenization—the latest shiny toy Wall Street has decided to play with, promising to turn our stodgy, market-clogged financial system into a digital playground with glittering blockchain rainbows.

The dream? Every stock, bond, and asset is sliced into digital tokens that can trade 24/7, settle in seconds, and maybe even do your taxes if we’re lucky. Welcome to the future, folks. But before we pop the champagne, let’s unpack this party.

Tokenization could be the financial equivalent of switching from dial-up to fiber optic broadband.

Trades that now take days to settle could happen in the blink of an eye. Fractional shares? Easy. Want to buy 0.0003 Tesla shares at 3 AM? Done. The promise of 24-hour trading means night owls and insomniacs can finally jump into the market without waiting for the opening bell.

Liquidity could skyrocket as tokens lower barriers to entry. Small investors ditching those clunky full-share purchases? Yes, please. Plus, blockchain’s public ledger means audit trails tighter than your Aunt Karen’s budget at Christmas dinner, potentially reducing fraud and boosting transparency.

And institutions from Goldman Sachs to BlackRock have already started dabbling, betting big on this tech revolution. But hold your tokens—this glittery utopia comes with caveats so dense you’d need an SEC rulebook just to read them.

For starters, the regulatory landscape is a maze. Tokenized securities still fall under existing securities laws, but how exactly do you police a market that never sleeps?

The SEC has been cautiously eyeing proposals, like Nasdaq’s ambitious plan to tokenize shares while keeping them under traditional oversight umbrellas.

The tension here is real: can you have the best of blockchain’s decentralization while maintaining the investor protections of yesteryear? Spoiler alert: regulators hate surprises and prefer slow, predictable shuffles to wild blockchain hoedowns.

Investor protections and fraud prevention need a digital upgrade to keep pace. And as much as 24/7 trading sounds fun, it could unleash wild volatility that even the steeliest hedge fund manager would envy—or curse.

Brokers will have to juggle liquidity in a never-ending market, and sleep may become a luxury for traders glued to their screens. Imagine this: the Depository Trust & Clearing Corporation (DTCC) sets up a slick digital vault where traditional securities can be converted into tokens.

Nasdaq plans to let investors choose—trade the old-fashioned way or opt for the tokenized faster lane, all using the same underlying asset rights and privileges.

Trades would still settle on a T+1 basis to keep old habits intact, but the blockchain backend promises a speed boost and transparency upgrade.

Fractional shares will become the norm, making the market more accessible to all wallet sizes. However, seamless integration with the existing national market system remains a top priority to avoid fragmenting liquidity and investor access.

The SEC isn’t new to the game—it’s made it clear: tokenized securities are still, first and foremost, securities. That means full disclosure, anti-fraud measures, and all the usual compliance baggage come along for the ride.

But the decentralized nature of blockchain makes enforcement tricky—who’s liable when a smart contract misbehaves or a wallet gets hacked?

Meanwhile, states and federal regulators are still trying to harmonize rules to avoid a patchwork mess. And then there’s the pesky issue of custody—who holds your tokens, and are they safe? Brokers and exchanges are tiptoeing into this with custody solutions, but many investors remain understandably cautious.

The pièce de resistance is the potential for round-the-clock trading. Gone would be the panic waiting for the opening bell after a major news event—now, you can buy or sell immediately, at 2 AM or noon.

This could democratize access to markets worldwide and make U.S. equities more accessible to global investors.

But with great power comes great confusion. 24/7 trading might mean:

• Deeper liquidity in some hours, with ghost towns in others.

• Wider spreads and higher volatility overnight.

• Traders glued to screens, hemorrhaging sleep and sanity.

• Increased operational risks for brokers and exchanges.

Regulators from the SEC to the CFTC are working on revealing frameworks to keep this under control, but it’s basically like trying to keep toddlers from running wild in a candy store with priceless toys.

 WHEN INVESTING BECOMES A LIFESTYLE YOU WEAR IT!

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DID SAM ALTMAN GO FULL OPRAH?…

Question: Will OpenAI be the first trillion dollar private company? Sam Altman’s OpenAI—aka the biggest AI dealmaker since Elon Musk dressed up as a crypto miner.

This week: Are they mortgaging the future? Is Altman going full Oprah with GPUs? And can OpenAI actually afford this trillion-dollar party? Buckle up.

Picture this: Sam Altman standing on stage, arms wide, shouting, “You get a chip! You get a chip! Everybody gets a chip!” Only, instead of cars, it’s GPU deals worth hundreds of billions.

If OpenAI had a frequent flyer program, it’d probably be called “Flying High on Circular Funding”—because those deals are anything but straightforward.

In 2025, Altman’s OpenAI are inking alliances that make the lunchroom handshake deals look 5-star Michelin expensive.

AMD is handing over 6 gigawatts of GPUs, Nvidia and Broadcom are cooking up custom AI accelerators, Oracle and Core Weave are throwing more cloud shade (and capacity) than a Tesla parking lot on a sunny day, and Walmart just jumped in to have ChatGPT help you decide whether you really need those socks or just wanted an AI therapist instead.

So where do they get these billions? —or possible trillions—is the trillion-dollar question.

How does Altman actually fund this? OpenAI pulled in $4.3 billion in revenue just in the first half of 2025. Impressive, right? Except the company is spending so fast and furious that their bills outpace the revenue by a country mile.

Big money is coming from megadeals with Microsoft, AMD, Nvidia, and others—where the lines between “investment,” “revenue,” and “vendor credit” blur into something that looks more like a financial Rubik’s cube than a balance sheet.

Most of OpenAI’s spending isn’t cold, hard cash—it’s more like IOUs dressed up in fancy contracts. Nvidia invests billions, then sells chips to OpenAI; AMD offers warrants that could flip into cash to buy more AMD chips; Microsoft invests billions but makes OpenAI pay it back via cloud bills. It’s circular financing, the financial equivalent of lending your buddy money so he can pay you back in pizza—and ordering extra cheese so you both win.

The spectacle is this: OpenAI is mortgaging its future. Not with your average 30-year home loan, but a high-stakes, 500-billion-dollar-and-count buildout of AI infrastructure called “Stargate”—because apparently naming projects after sci-fi staples is still cool in 2025.

This bet hinges on a future where AI is so massive, so vital, that the profits will rain so hard, they wash away all this debt and speculative spending.

Financial experts are watching with bated breath and sweaty palms, warning that OpenAI is strutting on a deck of cards made of hype and hope. Some whisper “bubble,” while Altman himself admits, “Yeah, this is pretty crazy valuation territory, but we’re in it for the long haul.” Translation: “Trust me, we don’t know when the music stops, but we’re dancing

Right now, OpenAI’s private valuation is soaring at around $500 billion—a colossus among private startups, but still half of the trillion-dollar dream. With ongoing secondary share sales revealing monstrous demand and partnerships fueling valuations to new heights, OpenAI might just be the first private company to breach that $1 trillion mark.

I’m a touch skeptical, because the trillion-dollar claim isn’t just about revenue or profits; it’s about hype, promise, and the collective faith that AI will power the next industrial era. It’s the biggest “forgive me, investor” bet since dotcom stocks traded at ridiculous multiples while the internet was still loading on dial-up.

Meanwhile, Elon Musk, the man who practically moonwalks into rival deals at Mars speed, keeps the heat on with his own AI ambitions and brain implants, staging the most dramatic AI arms race since humans realized calculators were cheating. Meanwhile, across the Pacific, China’s army of AI engineers—numbering well into the millions—is cranking out models and tools while the U.S. and OpenAI build their trillion-dollar playground

Public and private challengers like Anthropic, Google Gemini, Meta’s LLaMA, and private startups like Cohere and Mistral keep throwing their hats into the ring. They’re all competing for those big AI dollars and bragging rights—because in AI, second place is just the first loser, and loser tech doesn’t make headline news.

So yes, Sam Altman is Oprah with trillion-dollar deals, handing out AI chips and custom silicon like it’s Christmas in Silicon Valley. But the biggest question isn’t who’s getting the chips—it’s whether the future will pay the tab.

OpenAI’s masterpiece of circular deals, vendor credit, and future bets might be the rocket fuel that powers America to AI supremacy, or it could be the financial circus act that leaves partners juggling IOUs instead of profits.

Until the music stops, enjoy the show. Get your popcorn, your sarcastic quips ready, and keep watching OpenAI try to turn those IOUs into the trillion-dollar empire they’re mortgaging their future to build.

WHEN INVESTING BECOMES A LIFESTYLE YOU WEAR IT!

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Kevin Davis Founder of Investment Dojo and Author of The C.R.E.A.M. Report