The Race has Begun but Related Investments have not Moved – Yet.
LOTM Tom’s Blog, Witten, July 2026
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
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
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
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
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.
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
Is there material news on Bittensor (TAO*) or xTAO Inc. (XTAIF*) considering the fall in prices on Tuesday June 2, 2026? Continue reading
