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tom fairley

T2 · manager / operator

CEO of Bullish (institutional crypto exchange, CoinDesk, Consensus). Early Coinbase investor via NYSE in 2013. Thesis: $270T global securities tokenization onto blockchain rails is next parabolic growth catalyst.

1 call·1 name·100% bull·last heard 4 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$BLSHBullishposition

Bullish CEO: $270T global securities tokenization onto blockchain rails is the parabolic growth catalyst

Tokenization of global securities market ($270T) onto blockchain rails will drive parabolic growth. Money market funds and US equities already moving on-chain; Kraken, Binance, NYSE, DTC all tokenizing stocks. Genius Act (stablecoin framework) and Clarity Act could be biggest legislative steps. Bullish focuses exclusively on institutional exchange, CoinDesk media, and Consensus events.

TBPN2026-06episode →

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  • Asset Tokenization1
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Bullish
HIGHtom fairley·TBPN·4 months ago·Microsoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers· position
Bullish CEO: $270T global securities tokenization onto blockchain rails is the parabolic growth catalyst
Tokenization of global securities market ($270T) onto blockchain rails will drive parabolic growth. Money market funds and US equities already moving on-chain; Kraken, Binance, NYSE, DTC all tokenizing stocks. Genius Act (stablecoin framework) and Clarity Act could be biggest legislative steps. Bullish focuses exclusively on institutional exchange, CoinDesk media, and Consensus events.
"the parabolic growth that Jordy referred to I believe is going to come from the so-called tokenization of the global securities industry... money market funds have already moved o…"
89:45
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Asset Tokenizationtailwind
$270T global securities tokenization onto blockchain rails: money market funds, equities moving on-chain; Kraken, Binance, NYSE tokenizing stocks
Tokenization of traditional financial assets ($270T market) is the next parabolic growth catalyst for blockchain. Money market funds and US equities already migrating. Major venues (Kraken, Binance, NYSE, DTC) actively tokenizing. Genius Act (stablecoin framework) and Clarity Act could provide regulatory clarity. Bullish positioned as institutional exchange for this transition.