Nov. 26 at 3:19 AM
$KTA.X for
$GOOGL investors
Alphabet is a perfectly rational core hold if you care about AI, cloud, and long-term compounding in large-scale infrastructure. You’re effectively owning the application and data layers of the next decade: models, ads, productivity, YouTube, and the global cloud fabric that everything else runs on. That’s the right side of the barbell for mature, cash-generative exposure to the digital economy.
Keeta lives in a different part of the stack entirely. It’s not an app or a consumer brand; it’s plumbing. Think high-speed, compliance-aware rails whose job is to move value between banks, fintechs, payment networks, and other blockchains. The architecture is built around anchors and bridges so assets like stablecoins or wrapped bitcoin can enter Keeta, settle at very high speed with sub-second finality, and exit back to wherever liquidity lives. That’s paired with optional KYC, AML hooks, identity-aware flows, and rules-based assets so regulated entities don’t have to bolt compliance on after the fact; it’s wired in from day one.
Where most top chains optimized for general-purpose DeFi or NFTs, Keeta is explicitly aiming at global financial plumbing. Public stress tests have shown the network handling around eleven million-plus transactions per second, with results reviewed by teams like ChainSpec and engineers from the Google cloud ecosystem. You also have real-world signals that this is being taken seriously as infra: Google Cloud has highlighted Keeta on its official X account, and Eric Schmidt has personally backed it with roughly twenty million dollars. That combination of extreme throughput, compliance-centric design, and third-party validation is rare at this stage.
From a portfolio construction lens, the interesting part is that Keeta still looks early and mispriced versus what it’s trying to be. Mainnet is live, but the market value is small relative to the ambition of becoming backbone settlement for banks, fintechs, FX, and cross-chain flows. If you already anchor your tech exposure with mature names like Alphabet, a small, satellite-style allocation to Keeta is essentially a targeted bet on the financial plumbing layer that could sit under both traditional finance and crypto over the next decade—high risk, but with asymmetric upside if this specific slice of regulated, high-speed settlement ends up mattering as much as the cloud did for compute.
