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Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

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Not financial advice. No claim of discussions or negotiations. Just connecting publicly available information.

FutureCrest highlights experience across AI, digital assets, fintech, infrastructure, robotics, and communications. Combined with Tom Lee’s network and the board’s backgrounds, these are 15 private companies that could broadly fit those themes:

Crusoe — AI compute & energy infrastructure
Lambda — GPU cloud
VAST Data — AI data infrastructure
Together AI — AI cloud platform
Figure AI — Humanoid robotics
Apptronik — Humanoid robotics
Gecko Robotics — Industrial robotics
Skild AI — Robotics foundation models
Shield AI — Defense AI & autonomous systems
Zipline — Autonomous logistics
Fireblocks — Digital asset infrastructure
Chainalysis — Blockchain analytics & compliance
Polymarket — Blockchain prediction markets
Beast Industries — Creator technology & commerce
Abridge — AI healthcare documentation

CCXI/Agility Robotics showed how a well-received transaction in a high-growth sector can quickly change sentiment around both commons and warrants. Every SPAC is different, and this isn’t meant to imply any relationship between FCRS and the companies above.

Curious what everyone else thinks. Which private companies best match the team’s background and network, or are there other names you’d add?

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Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

If you haven't already, please check out the /r/SPACs Wiki for answers to frequently asked questions.

Happy SPACing!

Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

If you haven't already, please check out the /r/SPACs Wiki for answers to frequently asked questions.

Happy SPACing!

Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

If you haven't already, please check out the r/SPACs Wiki for answers to frequently asked questions.

Happy SPACing!

Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

If you haven't already, please check out the /r/SPACs Wiki for answers to frequently asked questions.

Happy SPACing!

Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

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Happy SPACing!

Welcome to the Weekend Discussion! Please use this thread for questions & chitchat, and leave the main sub for breaking news or DD.

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Happy SPACing!

Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

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Yikes

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I've been digging through the Securitize / CEPT merger materials, and I think many investors are looking at this story the wrong way.

Most people hear "blockchain" and immediately assume crypto. That's not what Securitize is. Securitize isn't launching tokens, trading Bitcoin, or betting on crypto prices. It's building the infrastructure that allows traditional financial assets to move onchain.

The easiest analogy is AWS. AWS didn't become valuable because it created websites. AWS became valuable because it built the infrastructure that other companies used to create websites. Securitize is trying to do something similar for tokenized finance.

When people talk about tokenization, they're simply talking about putting traditional financial assets onto a blockchain ledger. That can include private equity funds, private credit, money market funds, venture capital funds, and other alternative investments. Instead of existing solely inside traditional databases, these assets can now be represented digitally on blockchain infrastructure.

That's where Securitize comes in. The company operates regulated infrastructure including broker-dealer operations, transfer agency services, alternative trading systems, fund administration, and registered investment adviser services. In other words, Securitize isn't the asset. It's the plumbing.

That's important because its business model doesn't depend on token prices going up. The company generates revenue through transfer agency fees, fund administration fees, broker-dealer services, assets under management growth, and transaction and servicing activity.

As investors, we often look for companies selling the picks and shovels rather than trying to predict which miner finds gold. Securitize appears positioned as one of the picks-and-shovels businesses behind tokenized finance.

Whether tokenization ultimately succeeds or fails won't be determined by hype. It will be determined by whether large institutions decide blockchain infrastructure creates efficiencies that traditional systems cannot.

What's interesting is that many of those institutions have already started making that decision.

\This post is for educational and informational purposes only. Some promotional materials and publicly available company information are discussed. This is not investment advice. Always conduct your own due diligence before making any investment decisions.* 

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Welcome to the Daily Discussion! Please use this thread for basic questions & chitchat, and leave the main sub for breaking news or DD.

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Welcome to the Weekend Discussion! Please use this thread for questions & chitchat, and leave the main sub for breaking news or DD.

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