The internet's value didn't come from the protocol itself.
It came from the companies : Amazon, Google, Stripe, etc, that used it as a foundation to build applications that delivered value to end-users.
Blockchains are a platform. And the apps are starting to show up.
Credit is one of the biggest ones. Fundamentally, there's no reason it can't run on the same rails that people globally communicate through.
$5 trillion moves through global credit markets daily, through infrastructure that hasn't meaningfully changed in decades. It's intermediary-heavy and exclusive by design.
@Morpho is one of the clearest signals we've seen that this is real. An internet protocol can orchestrate billions of capital to deliver savings and credit instruments to millions of users around the world.
Through every cycle, adoption has only ever gone in one direction.
That’s why we participated in @Morpho's latest fundraise alongside @paradigm, @a16zcrypto, @RabbitCapital, and many others. The @Morpho team is one of the most serious in the industry, and we're excited to support them as they continue to be a pioneer in this space.
VanEck has invested in Morpho and may have direct or indirect financial interests in Morpho and certain other companies mentioned. References to portfolio companies are provided for informational purposes only and should not be construed as investment recommendations or endorsements.
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic…
AI investors don't need to pick the LLM that wins. As models compete, the more durable opportunity may be in the infrastructure they all rely on.
$RACK provides exposure to the companies building it, across the data center supply chain in one ETF.
Learn more at vaneck.com/RACK
New launch! VanEck Data Center Supply Chain ETF, $RACK$RACK provides exposure across all six layers of the data center supply chain in a single ETF:
- Fabless chips & quantum computing
- Servers, storage & cooling
- Cloud networking
- Power & grid
- Nuclear energy
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Learn more at vaneck.com/RACK
New launch! VanEck Data Center Supply Chain ETF, $RACK$RACK provides exposure across all six layers of the data center supply chain in a single ETF:
- Fabless chips & quantum computing
- Servers, storage & cooling
- Cloud networking
- Power & grid
- Nuclear energy
- Data center real estate
Learn more at vaneck.com/RACK