All it takes is ONE

Whether it’s

QNT
HBAR
XRP
XLM
XDC
ALGO
ONDO

Or whatever else Enterprise DLT

I’m not saying just hold one

Quite the opposite actually

What I’m saying is that if even ONE of these make it to where they’re predicted…

The outcome of the rest won’t matter

Look at what these DLTs are aiming to accomplish in the long run

Quant is looking to connect trillions in banking infrastructure across legacy and DLT

Hedera is looking to be the trust layer for institutions across AI, payments, tokenization, & more

Ripple is looking to be the settlement backbone of cross border interbanking with XRP as the bridge

Stellar is looking to redefine how we transact digital payments and remittances globally

XDC Network is looking to close the multi trillion dollar trade finance gap and bring global trade on-chain

Algorand is looking to serve as the real world utility layer, across various industries in public & private sector

Ondo is tokenizing trillions in financial market value with the biggest institutions on Earth.

And obviously, it's not just these projects,

But there's a slight handful of others that are building inline with this direction recognized by the same leaders over and over.

That's not a coincidence.

All of these DLTs are looking towards targets and goals that are in the trillions if not more of market value.

All you need is for one of them to get it right

Do I believe it'll ONLY be one project which gets it right in the long run?

Absolutely not, I think many of these projects here and some not listed with accomplish their goals

But the risk is so asymmetric it's crazy.

Think about it

Say you spread across 6 of these

5 of them go nowhere

1 captures even a few % of the market it's after...

That one alone can outweigh everything else & more.

The downside is capped at what you put in

The upside isn't capped at all

That's the asymmetry

That's also partially why I don't marry 1 project

I'm not betting on a single winner

I'm betting on the thesis

That enterprise & institutional adoption of DLT's coming

And these are the networks building the rails for it

Years ago you could argue it was speculation

But just zoom out and put the puzzle pieces together to what we've seen in aggregate since.

You don't need to pick the winner

You just need to be positioned when one shows up

All it takes is ONE

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