News about the Breitmans distancing themselves from Tezos caught many Tezos aficionados by surprise . While several purported reasons for their doubts about the efficacy of Tezos software were given, it may be that their sharp pivot is really related to disputes with the Tezos Foundation about the long term trajectory for the network, and whether Tezos should become a platform for STOs and other regulated offerings. In this article I will explore some reasons for this.First of all, the exact purpose of Tezos has always been murky. It was a blockchain with several new features. Proof of stake from the start, and self amending (reducing the need for dangerous hard forks).Many of the features of the platform appeared to be designed for an institutional setting. The smart contract language is much more complicated than Ethereum's Solidity, for instance, because the code can be formally verified. Also, the shareholders of Tezos have been KYC'ed at the inception of the network, which could be important for regulatory purposes in future financial applications.I recently attended Fintech Connect at the ExCeL center in London, UK. Tezos Foundation had a huge exhibit, and Ryan Lackey gave a presentation outlining the situation on STOs, globally.This slide says it all. STOs could potentially bring back all the positives of ICOs, without all the scams and fraud.In the current financial climate, a new framework to raise capital is desperately needed by entrepreneurs around the world. And many financial analysts have attributed some of the bounce back in the stock market to retail investors looking to grow their wealth.Beyond the ongoing extraordinary circumstances, and beyond the past history of the development of Tezos, the case for STOs is strong. Tezos could become a top 5 coin if it can capture this market.Because Tezos is a POS network, retail investing platforms built on it could essentially become Robinhood on steroids. Invest in projects, initiatives and funds with the type of returns usually only found in crypto and only available to accredited investors, or simply stake your tez for a cool ~5%. The institutions that launch the STOs could gain a new source of funds from crypto investors.However, in order to capture this market, the foundation will need to invest more in the technological and marketing fundamentals before wooing institutional folks. Things like the poor design of the Tezos foundation website illustrate this. To make financial applications complete it will become important to integrate a stable coin as well, which is why the work being done by USDtez is crucially important.In short I believe the Foundation has the right vision, but more work is needed to up the game plan.