Author Archives: Tom

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 … Continue reading →

Subject: Two Major Catalysts DevelopingDate: 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 … 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 … 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 … Continue reading →

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 + … Continue reading →

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 … Continue reading →

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 … Continue reading →

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