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On September 17, the SEC granted temporary, conditional relief to facilitate limited onchain trading of tokenized U.S. stocks. As regulatory pathways clear and issuance of real-world assets onchain accelerates, the most interesting question, besides how much is onchain and how much is used, is whether these markets behave like...

29,873 görüntüleme • 3 gün önce •via X (Twitter)

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Some cool projects in the RWA space and what they actually do, educational only. Solana – home to over $1.1bn of real world assets onchain with 135k+ holders, according to Figure + Hastra – Figure tokenizes private credit such as HELOC loans into onchain yield products. Hastra distributes products like PRIME, a yield exposure backed by real-estate-linked mortgage loans. Securitize – Tokenization infrastructure. Helps asset managers and institutions issue real securities (funds, equity, debt) onchain in a compliant way. Soon to be launching tokenized stocks. Kamino – Solana lending and liquidity protocol. Increasingly a distribution layer for RWA yield products alongside crypto native markets. Can also be used to loop positions and increase APYs (with added risk). Maple – Onchain institutional credit markets. Lenders earn yield from real borrowers. One of the clearest bridges between TradFi credit and Defi. Pendle – Not an RWA issuer, but important. Pendle lets you split and trade yield itself, including yield generated from real world assets. @OndoFinance – Tokenized Treasuries, tokenized stocks, and public market exposure onchain. Focused on bringing familiar financial instruments onchain. OnRe – Onchain reinsurance. Yield comes from insurance premiums, not trading or leverage. A completely different risk profile to most Defi. RWA Foundation – Education, marketing, and ecosystem building. Not a product but more about helping people understand RWAs and how this sector fits together. PreStocks – Onchain price exposure to private companies (pre-IPO style), built on Solana. MAIV – Structured real world investments onchain. Focuses on tokenized contracts and cash flow deals. Investment platform + FLOW product (CBP). These are very brief overviews with limited detail. If something interests you, do your own research, read the docs, understand the risks, and decide for yourself.

Zeus 🇬🇧

10,602 görüntüleme • 8 ay önce

Timeframe matters a lot, but over the past 6h, $moo finally passed that 40% watermark for total $MU vol on Robinhood Crypto And happy to see many more 🐄🐄🐄joined the holder base $MU is in an interesting spot as a tokenized stock. The real equity stock has huge volume and liquidity in TradFi, but compared with other popular tokenized tech stocks, its onchain liquidity is really really thin, which is actually part of the reason why the memory cow has been obsessed with the idea of moving equity market by onchain volatilities. You need a couple of things to achieve this: - High attention in equity market - Easy to pitch narrative to onchain natives - A very skewed liquidity&volume onchain vs. offchain $MU ticks all the boxes: - Memory is THE bottleneck for AI advancement and is in SEVERE shortage all the way through the next 1.5 to 2 decades. Micron Technology is the only American player that can take a dominant stance in global memory chip market, and also is the most USA🇺🇸 aligned company, proven by their massive $250B investment plan in America ($10B in Idaho already), and the recent praise from Donald J. Trump and The White House - Onchain has just had a taste of stock pairing, and the narrative is obviously working. Also, $MU -> moo, come on, it's funny and cute as hell🐮 - $MU has the least amount of onchain liquidity and volume among popular tech stocks, which means now there is an great opportunity to do the funniest thing Anyways, sorry for the rambling Plan stays the same Memory Supercye Moo that

the memory cow

22,995 görüntüleme • 1 ay önce