Why Founders Can't Ignore Commodity Tokenization Anymore

"Something suppliers deal with. Something finance prices in. Something outside the "real" business of building products and acquiring customers. That mental model used to work. It doesn't anymore. As supply chains fragment, capital becomes more selective and volatility turns from cyclical to structural, commodities are creeping closer to the center of how companies are built, financed and scaled. One of the most misunderstood developments accelerating that shift is commodity tokenization."

"Strip away the jargon and tokenization is a pretty simple concept. It's the process of representing a real, verifiable commodity or commodity-linked asset - physical inventory, future production, royalties, streams - on digital rails. Each token corresponds to a defined economic interest, with rules around ownership, transfer and settlement baked in. The important part is what doesn't change: the asset is still real. Copper is still copper. Oil still has to be produced. Power still has to be generated."

Tokenization represents real, verifiable commodities or commodity-linked assets on digital rails, assigning defined economic interests and enforceable transfer and settlement rules. The physical assets remain unchanged: copper, oil, and power still exist and must be produced or generated. Tokenization changes how capital interacts with physical supply chains, improving liquidity and financing options. As supply chains fragment and volatility becomes structural, commodity exposure moves closer to core company strategy. Founders who understand and manage commodity exposure early gain flexibility and financing optionality in capital-constrained, volatile markets.

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