# AI infrastructure stocks — X 热门讨论 (2026-09-23 11:44 UTC)
## @Coachkcrypto ((Coach K)) · 09-23 10:15 · ♥132 ↻4 💬26 Tokenization is starting to reach places most people weren’t expecting.
BlackRock says AI compute could eventually be tokenized.
AI is creating massive demand for compute, while tokenization is opening markets for assets that were previously difficult to own or trade.
We’ve watched treasuries, credit and stocks move onchain.
Now imagine AI infrastructure becoming an onchain asset class.
Two of the biggest trends in tech and finance are starting to overlap:
AI + tokenization.
Definitely a narrative worth watching. 👀 > 引用 @WatcherGuru: JUST IN: BlackRock says AI compute could be tokenized in the future. https://x.com/Coachkcrypto/status/2102703269265252692
## @itsbrendanma (Brendan Ma) · 09-23 08:49 · ♥34 ↻6 💬1 In my conversations with institutional market participants, one theme keeps coming up: @Arbitrum today is quickly emerging as the infrastructure platform for all forms of programmable markets.
This means a lot more than just building the technology that serves global tokenized markets.
It means being the stack that scales those volumes onchain, and derive revenue to the ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 holder-controlled treasury. If done correctly, growth of these markets index to the growth of Arbitrum.
To put this in context: - Stocks (more Stock RWAs (3,960+) than any other public chain today; the likes of @RobinhoodApp Chain licensing the Arbitrum technology) - Dollars (just under $50 billion of stablecoins transfers across Arbitrum each month, with over 11M holders) - Credit (lots of interesting teams doing innovative work here. In TradFi, global credit markets are larger than equities. This asset class has grown >40% in value on Arbitrum since Jan 1) - Compute (teams like @USDai_Official bringing tokenized AI compute markets onchain)
Arbitrum is core infrastructure for the build-out of all these markets. > 引用 @arbitrum: JUST IN: Arbitrum says AI compute is being tokenized now via @USDai_Official. https://x.com/itsbrendanma/status/2102681630775316877
## @edels0n (Ed Elson) · 09-22 15:31 · ♥30 ↻2 💬2 The Dumbest Conversation of the Year https://x.com/edels0n/status/2102420628628537557