opportunity
Feb 16, 2026
the time is now
the time is now
twenty years ago, YC standardized access to capital: $125K at 7%. it worked because it removed friction between builders and funding.
tokenization removes the middleman entirely.
what's different now
the infrastructure isn't "coming" — it's here.
stablecoins move more volume than visa. uniswap trades more than most centralized exchanges. base settles millions of transactions a day at near-zero cost. the rails are live, permissionless, and global by default.
the evidence
the data is clear. our own story is on the next page — $35K token, $500K in trading fees, product metrics 100x'd. but we're not the only proof:
avici launched a token. daily card spend jumped to consistent $100K+ days. the TGE permanently changed their trajectory vs every non-tokenized competitor.
kled flipped the data marketplace model. contributors were paid instantly — 4M+ impressions, 22TB data uploaded, $100K paid directly to users.
rekt tied token rewards to a physical product. first drop: 222K cans in 48 hours. second drop: 223K cans in 40 minutes. third: 180K cans in 17 minutes. 680K drinks sold across 32 countries.
when holders have skin in the game, they don't just watch — they sell for you.
why now
the tech is ready. programmable liquidity, sub-cent gas, single-sided positions. launching a token used to cost six figures and three months. now it takes minutes.
the legal window is opening. ERC-S links tokens to equity rights. street foundation is building the bridge between tokens and cap tables. this path didn't exist a year ago.
the distribution is unmatched. a billion people trade crypto. every one of them is a potential stakeholder in your company. the surface area of a token dwarfs any app store, any social platform, any PR agency. your holders become your salesforce.
the bet
there will be a $10B company that tokenizes from day 0. it won't come from the stanfords and YCs of the world. it'll be undiscovered greatness from the middle of nowhere — a team that just needed a shot.
that's the bet. and this is the launchpad.
the playbook is proven
the tools exist. the legal frameworks are sort of broken, but will get better. the distribution channels exist. the proof points exist.