Nov. 29 at 4:24 PM
$KTA.X for
$GOOGL investors
You cannot talk about this cycle without mentioning what Alphabet contributed. As a core position, it checks all the right boxes: dominant AI research, scaled cloud, global distribution, and an ad and data engine that throws off real cash flows. For long-duration tech exposure, it’s exactly the kind of platform that soaks up the value created when the internet and AI get more deeply embedded into everything.
Keeta lives in a very different neighborhood of the stack. Where Alphabet is building and operating the application and cloud layers, Keeta is trying to be the neutral settlement substrate underneath banks, fintechs, payment processors, and existing blockchains. Think of it less like an “app chain” and more like an always-on, compliance-aware message bus for value: assets and payments hopping between chains, custodians, and jurisdictions with very low latency and strong guarantees around finality.
The architecture that makes this interesting is the anchor and interoperability design. Assets like stablecoins or wrapped Bitcoin can sit where users want their liquidity (on Ethereum, Solana, or in a bank ledger), but anchor into Keeta for the actual high-speed settlement leg. The network has been publicly stress-tested north of eleven million transactions per second, with independent validation from infra groups like ChainSpec and engineers in the Google Cloud orbit, which matters because serious financial flows care more about uptime, determinism, and audited performance than they do about narratives.
This is where Keeta’s positioning stands apart from other L1s. The majors have done an excellent job building ecosystems, DeFi primitives, and developer communities. Keeta instead optimizes for something more boring but crucial: low-latency finality that is still safe enough for institutional workflows, plus built-in hooks for KYC, AML, and FX logic so banks and payment networks don’t have to bolt compliance on afterward. That makes it easier to plug into existing ledgers and treasury systems while using anchors to keep user-facing liquidity on the chains and platforms people already know.
The real unlock, if they execute, is deep integration with Stripe- or Bridge-style global payment rails. Those systems already touch merchants, payouts, card networks, and cross-border flows; wiring Keeta underneath them would mean on-chain settlement for real-world receipts, payroll, and FX instead of just on-chain speculation. For investors, that kind of connectivity is what could justify a re-rating toward a multi-billion valuation over time, because it ties blockspace demand directly to everyday commerce rather than purely to crypto-native activity.
From a portfolio design standpoint, Alphabet stays the mature core: diversified AI, cloud, and consumer internet exposure with proven resilience. Keeta is more of a satellite position in the infra bucket, an early-stage bet that the next decade’s financial plumbing ends up on a neutral, high-throughput, compliance-first L1 that other chains and institutions route through. If you already hold the large, stable platforms, having a small allocation to something like Keeta is a way to express upside in the settlement and interoperability layer without needing to guess which single application or front-end will win.
