How I Invest with David Weisburd

E308: The Future of LP Liquidity

11 snips
Feb 19, 2026
Yuval Rooz, co-founder and CEO of Digital Asset and former Citadel/DRW trader, explains why blockchain upgrades market infrastructure. He discusses Canton’s goal of 24/7 real-time settlement, tokenization’s role in asset utility and LP liquidity, borrowing against tokenized holdings, and which incumbents profit from settlement inefficiencies.
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INSIGHT

Real‑Time Ledger Coordination

  • Canton streamlines book-entry coordination across ledgers to remove legal and operational frictions.
  • That infrastructure enables real‑time, 24/7 movement of assets like U.S. Treasuries across participants.
INSIGHT

Tokenization Isn't A Fix‑All

  • Tokenization alone doesn't fix fund distribution or DPI issues without proper fund business models.
  • Administrative efficiency and predictable cash deployment matter just as much as underlying infrastructure.
ADVICE

Design Funds For Faster Distributions

  • Reduce onboarding and capital‑call latency to make fund distributions practical at higher frequency.
  • Design fund strategies and models that can sustain faster, predictable withdrawals if infrastructure friction falls to zero.
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