dennisstijl

TL;DR

• Liquidity Tailwind: Falling rates, a dovish Fed, and global stimulus set up 6–9 months of strong risk-asset performance before the next refinancing wave.
• Why It Matters: hundreds of chains and fragmented liquidity are broken models; LayerZero’s OFT standard offers compliance-ready, seamless interoperability across 140+ chains—already adopted by Tether, PayPal, Ondo, Ethena, and BitGo.
• Investment Edge: With network effects compounding, 100% of Stargate revenues redirected into ZRO buybacks, and TradFi preparing to tokenize trillions, ZRO at ~$2.0B FDV offers one of the clearest asymmetric bets on the “Tokenization of Everything.”

Introduction