Unlocking global capital for strategic commodities • Institutional-grade digital infrastructure powering commodity finance
New York City
Joined February 2026
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If you are in Singapore during #Token2049, we invite you to join us at the HSC Asset Management Conference @mpost_io!
linkedin.com/feed/update/urn…
Why Kazakhstan represents a significant opportunity for Atom Finance.
Last week, our team spent several days on the ground in Kazakhstan 🇵🇼 as part of the due diligence process for one of our first commodity finance transactions.
Our key insights in the thread.👇
Introducing Atom Finance.
Today, we’re announcing a new identity that better reflects the business we’re building.
Institutional-grade financial infrastructure connecting global capital with strategic commodity financing through blockchain technology.🧵👇
ARK Invest's Big Ideas 2026 validated 5 pillars of the ART thesis:
① Convergence Economy needs a financial layer
② AI drives physical commodity demand
③ RWA tokenization heading toward $11T by 2030
④ Financial rails moving on-chain
⑤ Institutional momentum building
Read on🧵
🤖 Made with AI
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Full breakdown of all 5 ARK shifts and exactly what they mean for ART's positioning on LinkedIn: linkedin.com/feed/update/urn…
Strategic commodities. On-chain. Institutional-grade.
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China controls:
→ 98% of gallium
→ 85–90% of rare earth processing
→ 70%+ of terbium + dysprosium
→ 90% of battery-grade graphite
To power AI chips, missiles, EV motors, and defense radar.
Their 23–24 export controls weren't trade policy.
They were a leverage demonstration.
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Full breakdown of the geopolitical trade and the financial vehicle to access it on LinkedIn: linkedin.com/feed/update/urn…
Western capital. Western supply chains. Now accessible.
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87% of critical materials are controlled by geopolitical adversaries.
This is the problem ART is solving: compliant on-chain infrastructure that connects institutional capital to the rare earths and critical minerals powering AI, defense, and energy.
youtube.com/watch?v=d2dgJGkw…
Why is 2026 the moment for tokenized commodity finance?
5 forces colliding simultaneously
① Infrastructure now exists (Chainlink, Fireblocks, BUIDL)
② China created the supply emergency
③ Western policy paying allied producer premiums
④ Allocators desperate for yield
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The full case (with data) for why this convergence is structural, not cyclical:
linkedin.com/feed/update/urn…
This is the same magnitude shift as the birth of the bond market.
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$500B commodity finance market is a closed club.
Several players control access by relationship.
Sovereign wealth funds. Pension allocators. Family offices. Locked out.
China controls 98% of gallium and 85%+ of rare earths.
That's not inefficiency, but a structural failure🧵
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Full breakdown of how this market actually works and why it's broken at the infrastructure layer in our
LinkedIn deep-dive: linkedin.com/feed/update/urn…
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Investing isn’t just about returns anymore.
It’s about shaping the future you’ll live in.
Atom Real Tokens is turning capital into U.S. resilience:
• Supply chains
• Energy
• Defense
• AI
Real ownership in strategic assets for everyone!
Patriotism meets investing 🇺🇸
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Full breakdown of how this works + why it matters for investors and national resilience:
linkedin.com/posts/investing…
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Strategic minerals aren’t “just commodities.”
They power your phone, EVs, MRIs, AI infrastructure, and national defense. Without them, modern life stalls.
Full post: linkedin.com/feed/update/urn…
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"Tokenization" sounds complicated. It's not.
Traditional way: $10M upfront, lawyers, 7-10 year lockups, 3-5% fees.
Tokenization way: $100 entry, 24/7 trading, 0.5-1% fees, sell whenever you want. Same assets. Completely different access.
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A 25-year-old earning $50K can now invest alongside institutional funds. At
@AtomRealTokens, we tokenize rare earths, lithium & graphite in 4 steps:
1. Strategic asset selection
2. Institutional structuring ($2B+ secured)
3. Blockchain tokenization (1:1 asset-backed)
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The wealth gap isn't just about inequality. It's about systemic access barriers. Millennials hold 4.6% of U.S. wealth despite being 21.7% of the population. 49% of young Americans now view socialism positively. Not because capitalism is broken, but because access is.
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Strategic minerals aren't just rocks. They're what make modern life possible:
• Your smartphone: 17 rare earth elements
• EV: 80kg lithium + 40kg graphite
• AI data centers: 3x more copper than other buildings
Problem? 87% controlled by China. Market size ~ $1T by 2035. 🧵
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Without rare earths, lithium, graphite, and biochar:
❌ No AI revolution
❌ No energy transition
❌ No advanced defense
❌ No food security innovation
Why the U.S. government and JPMorgan are prioritizing supply chain resilience now.
Full breakdown – linkedin.com/feed/update/urn…
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