Executive Summary

• TKNQ is the ETF most directly aligned with the long-term ‘Tokenization of Everything’ investment thesis. Unlike traditional blockchain ETFs, it emphasizes tokenization infrastructure, exchanges, custody, settlement, financial technology, and selected digital asset exposure.
• NODE focuses on AI + blockchain infrastructure,
• BLOK is an actively managed blockchain innovation fund.
• DAPP remains more concentrated on the traditional crypto ecosystem.

Comparison

TKNQ
Built specifically around the tokenization ecosystem. Holds companies involved in exchanges, custody, settlement, blockchain infrastructure, financial technology and selected digital asset ETPs. Closely matches the five-layer tokenization framework.

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The Race has Begun but Related Investments have not Moved – Yet.

LOTM Tom’s Blog, Witten, July 2026

Tokenized Assets are estimated to be valued between $17 to $20 Billion today.
The numbers projected for Tokenized Assets by 2030, to become $2 Trillion to $16 Trillion.

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Citigroup’s “Tokenization 2030: Wall Street On-Chain” report estimates that the tokenized real-world asset (RWA) market will grow to $5.5 trillion in its base case scenario, with an optimistic “bull case” projection reaching over $8 trillion by the end of the decade. [1, 2]

The report details exactly how this massive growth is expected to unfold, and where the $8 trillion figure comes from: [1, 3, 4]

1. Market Scenarios

• Base Case: $5.5 trillion
• Bull Case: $8.2 trillion
• Current Market: ~$17 billion
• Compound Annual Growth Rate (CAGR): Citi expects a staggering trajectory to scale from an emerging niche into a structural shift for Wall Street. [2, 5]

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Subject: Corporate Overview, Leadership Analysis, and Institutional Backing
Date: June 2026
By LOTM / Tom Linzmeier Continue reading →

12-Month Outlook and Potential Corporate Catalysts

Written June 25, 2026, by Tom at LivingOffTheMarket.com

Market reasoning: Strengthening US dollar and persistent rate-hike fears pressured silver futures lower.

Sourced from Finviz.com

Current Market Disconnect

The silver sector is experiencing one of the widest gaps in recent years between investor sentiment (negative and emotional) and underlying fundamentals (supply is not keeping up with demand). Continue reading →

Prepared June 16, 2026, by Tom at LOTM
Companies:

• Silver One (SLVRF) $0.32
• Blackrock Silver (BKRRF) $0.79
• Outcrop Silver (OCGSF) $0.32
• Discovery Silver (DSVSF) $6.43
• Impact Silver (ISVLF) $0.24
• Vizsla Silver (VZLA) $3.65
• GoGold Resources (GLGDF) $2.41

The Ideas in this writing are Speculative, long-term and illiquid. They are similar to Venture Capital style positions.

INVESTMENT BRIEF: SILVER EQUITIES STRATEGY (2026–2030)

Prepared for: Private Portfolio Analysis
Focus Assets: SLVRF, BKRRF, OCGSF, DSVSF, IPT, VZLA, GGD
Time Horizon: 2-to-3-Year Core (Extended to 2030)
Strategy Profile: Defensive 60% Producer Anchor with High-Beta Options Continue reading →

LOTM GROUP #5 — SILVER & SILVER MINERS

(Current Master Inventory — 24 Symbols)

Written Sunday June 14, 2025, By Tom at LOTM

Demand for Silver is strong. Space development will increase the demand for silver. However, be aware, silver will not be in demand for solar panels that create energy in space. These are stated as facts. You can follow up for details about this in your own time.

Silver has pulled back from the highs of late January 2026. It is our view that this is a correction within a multiyear bull market. As investors and speculators, it is time to rebuild positions in Physical Silver and Silver Miners. If you are a momentum trader, short or long term, wait for the price to rise above moving average analysis.

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June 2026 Research Report
By Tom Linzmeier/LOTM

Executive Summary
The digital asset industry is entering a new phase.

The first wave was driven primarily by Bitcoin adoption. The second wave expanded into decentralized finance, stablecoins, and blockchain infrastructure. We believe the next phase will be driven by the convergence of digital assets, artificial intelligence, tokenization, and institutional adoption.

This report highlights seven companies that we believe offer attractive asymmetric risk/reward opportunities over the next two years.

Our objective is not to identify the safest investments. Instead, we seek opportunities where the potential reward may significantly outweigh the risk if management executes successfully and industry trends continue to develop.

Investors should understand that many of these companies are volatile and speculative. We are willing to accept that volatility because our goal is capital appreciation rather than short-term stability. Continue reading →