$1B in equity is now onchain with @fairmint . The spreadsheet era is ending. Programmable equity is here, paving the way for regulated DeFi. 🧵 Full story below 👇

DeFi spent a decade building rails to move assets. The next leg of onchain finance is about the assets themselves: making the legal record of ownership digitally native. At @fairmint, this is the layer we’ve been building, bringing equity onchain. I’ll be speaking at @ETHConf in NYC this June. DeFi built the rails. Now it needs the assets. ethconf.com/

Excited to share that @viv_diwakar, Head of the @CantonFdn, will join us for a featured fireside chat at CC Builders Forum in New York on June 18. We’re bringing together Canton Foundation General Members, institutions, allocators, market-structure leaders, and ecosystem partners to talk about what is being built across the Canton ecosystem. Viv will help set the stage for where the ecosystem is heading, what builders need next, and how Canton continues to support regulated onchain finance. Hosted by @Fairmint, with support from The Canton Foundation. Request attendance: lnkd.in/ecDVygjC General Members apply to present: lnkd.in/ewxcmurz

On June 18, @Fairmint is hosting the CC Builders Forum in NYC, with support from @CantonFdn and The RWA Desk. The goal is to create a focused setting for institutions, allocators, market-structure leaders, and ecosystem partners to meet directly with Canton Foundation General Members and understand what is being built across the ecosystem. As General Director on the Canton Foundation Board, I’ve wanted to help create more opportunities for General Members to share their work, build useful relationships, and connect with the institutions and partners that can help move the ecosystem forward. The program will include: • Opening keynote & fireside chat • General Member presentation sessions • Institutional panel • Professional video/audio recording • Dinner reception For institutions and allocators, this is an opportunity to engage with leading teams building across Canton in a curated setting. For General Members, selected teams will have the opportunity to present their product, Canton integration, roadmap, and key ecosystem asks. Request attendance: luma.com/cc-builders-forum General Members apply to present: luma.com/cc-builders-forum-p… More details coming soon.

Public markets are the anchor of American capital formation. Today’s proposed rulemakings (along with our recent rule proposal on semiannual reporting) mark significant steps toward transforming our rulebook for public companies so more Americans can invest in our economy.

Fairmint is headed to Paris for @proofoftalk. Our Founder & CEO, @Joris_DLN, will be speaking at the Louvre Palace, joining founders, institutions, and market-structure leaders shaping the next phase of regulated finance onchain. If you’ll be in Paris June 1–4, reach out. We’d be glad to connect.

Market infrastructure is shaped by the technology of its time. In 1969, Wall Street had a paperwork crisis. The industry chose the most robust path available then: centralized electronic rails. Today, distributed ledgers make a different trust model possible. At @Fairmint, this is the part we care about: regulated actors syncing around an authoritative onchain ledger. The shift will not happen because onchain is fashionable. It will happen where the rails work better.

I love the answer, the product should match the distribution

bringing cap tables onchain from day one is actually a smart wedge tbh less paperwork later and cleaner ownership rails if startups are willing to adopt early. follow sent g

The Trojan Horse framing is a great one

Anthropic’s warning is not anti-liquidity. It is anti-ambiguity. Everyone is focused on the headline: unauthorized transfers, SPVs, forward contracts, and tokenized securities may be void. But the real story is bigger. Private markets now have public-market scale running on pre-seed infrastructure. Hundreds of billions in valuation. IPO-scale money moving before IPO. Employees making life-changing exercise decisions. LPs buying exposure several layers away from the real cap table. The insiders are fine. The lead investors are fine. The people in the data room are fine. The risk gets pushed to the people with the least information. Opacity is a regressive tax. This is exactly why we obsess over cap table infrastructure at @Fairmint. The answer is not just another marketplace. It is live records, programmable transfer rules, disclosures that travel with the asset, and shares that know their own history. AI companies did not create this problem. They made it impossible to ignore.

Onchain cap tables and continuous fundraising. Compliant equity infrastructure for the next generation of public and private institutions. Welcome @fairmint as a Gold Sponsor of ETHConf 2026. 🗽 June 8–10, NYC | Javits Center

Is Canton misunderstood? I think the better question is whether the permissionless vs. permissioned debate is now out of date. Most finance today does not run on crypto ideology. It runs on AWS, Google Cloud, Microsoft Azure, and a lot of legacy infrastructure around them. If onchain finance keeps arguing L1 vs. L1, or L1 vs. L2, we end up fighting over the same small part of the market. The bigger ambition is to move the financial world onto better rails: programmable, privacy-aware, interoperable infrastructure that institutions can actually use. That is why @Fairmint cares about @CantonNetwork. Clip from my conversation with Bohdan Ivanov on Canton Insiders, the podcast from @catalyx_suite.

For institutions managing cap table activity, the answer to whether sensitive data appears on a public block explorer has to be no. Chain selection follows that requirement. @Joris_DLN discusses with @Catalyx_Suite what it actually takes to bring equity onchain.

Some of the best products in Web3 are not built from trends. They’re built from frustration. After listening to @Joris_DLN talk about the journey behind @fairmint, one thing became very clear This wasn’t a product built from assumption. It was built from years of firsthand pain. Before blockchain equity became a conversation, Joris had already experienced how broken traditional ownership systems were as an entrepreneur. He talked about how difficult and complex it was to bring people onto a company’s cap table or give others access to ownership in a meaningful way. Even after selling his second company and becoming an investor himself, the friction was still there. That frustration became conviction. And instead of accepting the system as it was, he decided to rethink it entirely How do you make ownership more accessible? How do you make financial upside easier to participate in? How do you remove the complexity around equity? Interestingly, blockchain wasn’t even the original starting point. At first, they were building an exchange until his cofounder introduced him to blockchain technology in 2018. And in that moment, everything clicked. “The day the financial world runs on these rails, it will be completely different.” That line stayed with me because it perfectly explains why Fairmint exists today. Not because blockchain was trendy, not because tokenization became a narrative. But because the technology finally became mature enough to solve a real problem he had already spent years experiencing firsthand. That’s what makes this journey fascinating to me. For almost a decade, the mission stayed the same: Make ownership easier, more accessible, and more efficient. The technology evolved, the market evolved and now the world is finally catching up to the vision. One thing Joris said that stood out deeply was: “People are finally embracing the tech for the tech and its benefit.” Honestly, that might be the biggest shift happening right now. We’re moving away from speculation driven conversations toward infrastructure with real world utility. That’s why products like Fairmint matter. Because when a product is built from lived experience instead of assumptions, the mission survives long enough for the technology to catch up.

Privacy is the non-negotiable for institutional clients building onchain. @Joris_DLN, CEO of @Fairmint and General Director of @CantonFdn, on what that means for capital markets infrastructure. Canton Insiders via @Catalyx_suite.

Great insights from the General Director of the Canton Foundation and CEO of @fairmint Recommend a listen to the latest Canton Insiders episode ↓

The wrapper vs. rails distinction is the most underrated conversation in this space. Most of the noise in tokenization is about representation, making existing assets look on-chain. @Fairmint is going deeper, making ownership, compliance, and registry actually live on the rails. that’s the hard work nobody claps for until it’s done. What excites us is what comes after that foundation is set. once the asset is truly on-chain, not wrapped, not mirrored - you can start building real financial primitives on top of it like borrowing, lending, yield, liquidity That’s where Spout lives. Step one and step two don’t compete, they should compound.​​​​​​​​​​​​​​​👀

I joined Bohdan Ivanov on Canton Insiders, the podcast from @catalyx_suite, to talk about what it actually takes to bring equity onchain. For @Fairmint, the move to @CantonNetwork started with a very practical requirement: privacy. When a CEO, GC, or board member asks whether sensitive cap table activity will be visible on a public block explorer, the answer has to be no. That is why chain choice has to follow customer requirements, not ideology. We covered Fairmint’s move from Ethereum, Optimism, and Base to Canton, why privacy matters for institutional adoption, our recent acquisition of The RWA Desk, and why the real competitor for onchain finance is often not another L1. Full episode link: youtube.com/watch?v=p7rQOhEn…

Most tokenization debates skip the only question that matters: Where does the share actually live? If the token is just a wrapper around an offchain record, the market has not changed that much. You may have a better UX, maybe better distribution, but the authoritative system of record still sits somewhere else. That can be useful. It can prove demand. But it is not the same as rebuilding the rails. For equity securities, the hard part is not creating a token. The hard part is making ownership, transfer restrictions, compliance, and the registry work together in a way institutions, issuers, and investors can trust. Tokenization becomes interesting when it moves from representation to infrastructure. That is what @Fairmint has been building. That is the shift worth building for.

The institutional layer of this market will not be built in headlines. It gets built in rooms where serious operators can compare notes honestly. That was the point of last night’s Canton Select Private Gathering. Hosted by @Fairmint and The RWA Desk, with support from @obsidian_llc, we brought together senior leaders across capital markets, digital assets, and market infrastructure to talk about the institutional layer being built around the @CantonNetwork. Strong turnout. High-signal conversations. Exactly the kind of room this market needs more of. Thank you to everyone who joined us, and to Obsidian Systems for supporting the evening.