Why Dinari’s Broker-Dealer Registration Is a Game-Changer for Tokenized Mega-Cap Tech
A weekly briefing on mega-cap tech, tokenized assets, and the future of institutional investing.
🛰️ Signal of the Week
A focused insight into a key development shaping mega-cap tech, Web3, and tokenized assets — and what it means for your portfolio.
Dinari’s Broker-Dealer Registration Marks a Milestone for Tokenized Securities”
Dinari Securities LLC officially received its broker-dealer registration recently, a pivotal regulatory milestone that underscores the growing maturity and legitimacy of tokenized securities in the U.S. financial system.
This registration not only enables Dinari to facilitate compliant issuance and trading of tokenized assets but also signals a shift toward mainstream adoption of blockchain-backed securities.
For North Tech Capital and investors in the tokenized equity space, this development reduces friction and regulatory uncertainty, paving the way for more robust liquidity and wider institutional participation. As platforms like Dinari formalize their regulatory footing, funds focused on tokenized mega-cap tech stand to benefit from a clearer path to compliant market access.
We’re closely monitoring how Dinari’s expanded capabilities influence capital flows into tokenized shares and anticipate that early alignment with such compliant platforms will be a key competitive advantage.
📊 Portfolio Pulse
Welcome to Portfolio Pulse, our weekly snapshot of how our portfolio NTC Global 15 is performing vs. the broader market.
NTC Global 15: 0.87%
S&P 500: 1.70%
Investor sentiment remains unsettled amid ongoing uncertainty around interest rates, fueled in part by Federal Reserve Chair Jerome Powell’s recent remarks.
On Tuesday, Powell explicitly cited the unexpectedly large “size” of tariffs as the main reason the Fed has held rates steady since its last cut in December, signaling that trade tensions continue to weigh heavily on policy decisions.
Adding to the uncertainty, President Trump’s public criticism of Powell has heightened market jitters, as investors grapple with the potential for further trade-related shocks.
Against this backdrop, rotation away from growth-oriented mega-cap tech stocks into more value-driven sectors persisted, impacting the relative performance of the NTC Global Tech 15.
📉 Here’s last week’s performance chart vs. the S&P 500:
These short-term market jitters are exactly the kind of environment that often trips up investors—prompting them to chase rotations into value sectors or reduce exposure to tech stocks prematurely. While such moves might make sense for traders focused on short-term bets, our approach is different.
At North Tech Capital, we prefer to stay long on carefully selected mega-cap tech leaders and let the power of compounding work in our favor.
This disciplined stance is reflected in the performance of the NTC Global 15, which has outperformed the S&P 500 over the 1-, 3-, and 6-month periods, demonstrating the strength of our conviction and strategy.
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🔗 This Week’s Substack Drop
A sharp, actionable read at the intersection of tech, tokens, and capital.
“Why I Built the Global Tech 15” isn’t just a portfolio breakdown — it’s a call-out of everything that’s broken in traditional tech allocation.
While legacy asset managers keep hugging the index, we’re building a precision-engineered portfolio of the world’s most dominant, durable tech companies — and putting it onchain.
If you want to understand the philosophy behind NorthTech Capital — and where the future of equity investing is headed — start here.
Until next time,
North Tech Capital
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Disclaimer
This post is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any reference to specific securities is purely for illustrative purposes. Interests in the fund will only be made available in compliance with applicable securities laws. Past performance is not indicative of future results. Readers should conduct their own research or consult a qualified financial professional before making investment decisions.