Investing in the Physical Bottlenecks of Artificial Intelligence (AI)

Prepared July 23, 2-026 by LOTM/Tom Linzmeier

CIF System – Executive Summary
Artificial Intelligence is creating a once-in-a-generation infrastructure build-out. While most investors focus on semiconductor manufacturers and software companies, we believe the more durable opportunity lies in owning the physical assets that AI cannot operate without.

Every hyperscale data center requires:
• Reliable electricity
• High-voltage transmission
• Land suitable for development
• Cooling infrastructure
• Fiber connectivity
• Electrical equipment
• Engineering and construction expertise

These are not optional inputs. They are the bottlenecks that determine how quickly AI capacity can expand.

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Subject: Two Major Catalysts Developing
Date: July 20, 2026 – By LOTM / Tom Linzmeier

RE: xTAO Inc (XTAIF*) $0.45

Note: XTAIF* & TAO* are LOTM related portfolio positions

XTAIF is the top-rated company in our CIF/DIIF Group 3 – Individual AI/Crypto/Blockchain Companies, for Largest Asymmetrical Price Potential to 2030. Potential upside for this decentralized AI/crypto altcoin is placed between 5X to 20X-plus. Currently, XTAIF is the largest public company Continue reading →

Perspective and Attitude is Everything:

Personally, I am focused on building my net worth, period.

As such, my goal is not on “ number go up” or “percentage annual returns” but on companies that have potential to increase in value 5X to 20X in the next three to seven years.

At the same time, I want companies with survivability and probability on their side & therefore, my side.

This is not a suitable program for 98% of the public. Volatility does not bother me but rather I welcome it. My goal is in building “position size” for the future and not near-term performance. In my humble opinion, 98% of the population cannot or will not tolerate this goal from an emotional or financial perspective. Most western cultural perspective is linear but with emotion. I am more non-linear – delayed gratification isn’t an issue – as long as I believe I am on track with my goals.

It is in this perspective that I am sharing a July 16 conversation with ChatGPT (below). Two reasons 1) AI is the most useful to those who have the most knowledge about the subject matter in question and 2) AI is wonderful at organizing and a data rich resource. You might find the converstaion rewarding and of interest in working with AI. I hope so otherwise I would not be sharing it.  Continue reading →

A critical enabling technology for AI, Crypto & Blockchain to the internet & the real world data

Chainlink (altcoin chart $LINKUSD at stockcharts.com) is a boring yet vital blockchain in the “Tokeninzation of Everything.” – See precious LOTM blog posts on the massive move to Tokenization of Everything. movement.

Chainlink holds approximately 70% of the market share by Total Value Secured (TVS) in the blockchain oracle sector. It acts as the foundational infrastructure connecting blockchains and altcoins to real-world data, traditional finance, and the internet.

Chainlink’s dominance and ecosystem reach are highlighted by several key metrics:

• Value Secured: Chainlink secures over $100 billion across the decentralized finance (DeFi) ecosystem.
• Market Position: In specific ecosystems like Ethereum, it secures over 80% of all oracle-supported value.
• Cross-Chain Activity: Its Cross-Chain Interoperability Protocol (CCIP) dominates cross-chain messaging and token transfers, processing large-scale asset migrations for institutional and DeFi partners.
• Enterprise Use: Chainlink is the standard for bringing traditional finance onchain, with integrations spanning major institutions like SWIFT, Euroclear, and Mastercard.
• Cumulative Volume: The network has enabled over $30 trillion in cumulative transaction value across public and private blockchains.

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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 →