Nov. 27 at 1:20 AM
$KTA.X for
$GOOGL investors
Talk to people who have been here since the last cycle and they will tell you why Alphabet matters. Search, YouTube, Android, then cloud, then AI at scale – it’s the archetype of a core, compounding position where you let time, network effects, and distribution do the work. If you’re long Alphabet, you’re effectively long the demand side of the internet and AI: data, queries, models, and monetization.
Keeta lives in a very different layer. It’s not a consumer platform, it’s plumbing: high-speed, compliance-aware settlement rails designed to move value between banks, fintechs, FX venues, and existing chains. Think of it as trying to be the “clearing and settlement bus” underneath whatever front-ends win – card networks, bank apps, stablecoin wallets, DeFi bridges, you name it. The design goal is extreme throughput and sub-second finality so that millions of small payments, cross-border transfers, and on-chain asset moves can clear without clogging the system.
What makes it interesting from a performance trader’s lens is that this isn’t just whitepaper TPS. Keeta has already run public stress tests with independent infra teams watching, posting numbers in the eleven million-plus transactions per second range in live benchmarks. That’s orders of magnitude beyond what most L1s actually sustain in open environments. On top of that, Google Cloud’s official X account has highlighted Keeta more than once, which is not something you often see for a small-cap chain still largely unknown to retail. That kind of validation is usually reserved for projects that look like real infrastructure, not weekend casino plays.
Now line that up with valuation. The big general-purpose L1s have already been repriced as “macro assets” with massive fully diluted values and deep derivatives markets. Keeta, despite those performance metrics and infra partnerships, is still sitting in that early, under-the-radar zone where the network is live, the tech is working, but the market is mostly focused elsewhere. If it captures even a fraction of the cross-chain settlement, FX, and bank-to-bank routing it’s targeting, the current market value feels like it’s discounting that entirely. That’s the kind of asymmetry I look for.
If your core book is dominated by names like Alphabet, you already own the established platforms in AI and cloud. The way I’d frame Keeta is as a small, satellite-style exposure to the settlement backbone that could quietly sit underneath those front-ends over the next decade. It’s not a replacement for a mega-cap compounder, it’s a different bet: that high-throughput, compliance-first blockchains will be the pipes that move tokenized money and assets around the world. For someone comfortable sizing it appropriately next to mature positions, Keeta looks like a clean, early entry into that specific part of the stack.
