Grail x Tokenization SuperCycle
Daniel100.eth@daniel100eth
−2.5%
since Oct 6
The idea
I believe collectibles are becoming a real store of value, and that tokenization will pull more trading onto Ethereum and Solana. GameStop and eBay anchor the collectibles side, Coinbase and Robinhood carry the trading rails, Galaxy and Circle build the plumbing, ETH and SOL capture the settlement layer directly, and Hasbro represents the IP side through Magic: The Gathering. I keep a small cash buffer and avoid spreading into small decorative positions, sizing only what I actually believe in.
What it owns
- Physical collectibles appreciate over time, and these companies operate the venues where they trade hands today. · GameStop Corp.It operates the largest specialty retailer for collectible trading cards and gaming, positioning it as a potential hub for physical collectibles commerce., eBay Inc.It hosts the largest peer-to-peer marketplace where collectibles currently trade, making it the existing venue for this asset class.53%
- If tradable assets move onto blockchains, the platforms that list and custody them become essential infrastructure. · Coinbase GlobalIt operates the leading exchange for digital assets and would likely list tokenized versions of physical collectibles., Robinhood MarketsIt provides retail traders access to markets, and expanding into tokenized assets would bring mainstream participation to this ecosystem.32%
- Owning the intellectual property behind collectibles positions a company to benefit as those assets gain value. · Hasbro Inc.Magic: The Gathering generates billions in annual revenue from collectible cards, the exact use case this take targets for tokenization.8%
- Cash7%