A "winner-take-most" dynamic is expected in Web 3.0, creating an opportunity to invest in the future "Magnificent Seven" of the next internet era. Investors should focus on companies building the foundational infrastructure, particularly in high-growth areas like the tokenization of Real World Assets (RWAs). Another key theme is identifying platforms that bridge Traditional Finance (TradFi) with Decentralized Finance (DeFi). While still private, keep an eye on Figure, a key player in the RWA space, for a potential future IPO. In the meantime, consider researching publicly traded competitors focused on bringing real-world assets onto the blockchain.

Web 3.0 "Magnificent Seven" Theme

• The speaker predicts that a small group of dominant companies will emerge in the Web 3.0 space, similar to how the "Magnificent Seven" (e.g., Apple, Google, Microsoft) came to dominate Web 2.0.
• This suggests a potential "winner-take-most" market where identifying the future leaders early could be a very profitable investment strategy.
• The speaker notes that the public markets are already aware of this trend and are actively seeking exposure to the emerging Web 3.0 ecosystem.

Takeaways

• Investors should consider researching and identifying companies that are building the foundational infrastructure of Web 3.0.
• The key takeaway is to look for companies with the potential to become the future "blue-chip" stocks of the next internet era.
• Focus on specific high-growth sub-sectors within Web 3.0, such as:
  • The tokenization of Real World Assets (RWAs).
  • Platforms that bridge Traditional Finance (TradFi) with Decentralized Finance (DeFi).

Figure

• The speaker, who is associated with Figure, expresses a bullish view on the company, hoping it will become one of the future Web 3.0 "Magnificent Seven".
• Figure is positioned as a key player in bridging the old and new financial worlds. Its key activities include:
  • Operating in the real world asset (RWA) space.
  • Connecting TradFi and DeFi.
  • Onboarding major financial institutions (sell-side and buy-side firms) onto the blockchain, facilitating their first-ever transactions in the space.

Takeaways

• Figure is presented as a company to watch in the private markets. While direct investment may not be possible for the general public at this time, investors should monitor it for a potential future IPO.
• Important Note: The commentary comes from someone at the company, so the view is inherently biased and should not be taken as independent financial advice.
• Investors interested in this space should research Figure's publicly traded competitors or partners that are focused on bringing real-world assets and traditional financial players onto the blockchain.