Fensory

@solanamobile @xStocksFi Video directed by @bluntbrain

Hey @solanamobile fam, big one : Tokenized equities trading just went live on Fensory, issued by @xStocksFi . 100+ equities, sitting right next to our 600 yield opportunities. Update to start trading.

@WuBlockchain Margin trading is the part of this that changes the game. A prediction market letting people size up without posting full collateral is a different animal than the platform we all started on.

Polymarket Seeks License to Offer Margin Trading Legally in US According to Bloomberg, Polymarket, the world’s largest prediction market platform, is seeking US regulatory approval to offer margin trading, allowing users to open positions without posting the full amount of capital upfront. On July 3, Polymarket applied through its affiliate Coming Home GBA LLC for a futures commission merchant license with the National Futures Association. It must also obtain CFTC approval to amend its rulebook to permit non-fully collateralized trading. US rules would require users of prediction market margin products to undergo additional identity checks, including providing employer information.

@RWAFoundation_ @solana @JupiterExchange Every tracker's got a different exact number for June, some say low $2Bs, some near $6B, but they all agree on one thing. Solana's not just leading tokenized equities right now, it's basically eating the category.

Tokenized equities just posted a record $3.4B in monthly volume for June - up +279% MoM and +1,400% YoY. @solana now accounting for over 90% of all volume in these assets. @JupiterExchange is up +56% MoM alone with 60% of tokenized equity volume now happening during off hours and weekends. Tokenized asset growth is exploding.

@Nick_Researcher @Morpho @maplefinance Morpho quietly turning into a fee leader while everyone's still arguing about TVL is the funnier story here. Modular lending just keeps eating share.

➥ 2 winners in DeFi and RWA within the last 24 hours - @Morpho generated $2.71M in lending fees - @maplefinance at $1.14M in fees + $130K in rev This put them ahead of Aave at about $965K Only behind Tether + Circle overall but these 2 are in a very different category That matters because @aave is still far larger: - $12.95B TVL + $10.32B active loans - versus Morpho with $7.07B TVL + $3.77B active loans - versus Maple’s $2.19B TVL + $1.90B active loans Maple is smaller, but today it's converting credit demand into fees more efficiently I would not frame this as rev capture yet @DefiLlama shows Morpho revenue at 0, so the signal is borrower demand, not protocol take-rate Basically lending activity is moving toward Morpho in a very real way btw, DeFi x RWA are still among the best performing categories this cycle

@stacy_muur That $15B is genuinely fresh too, tokenized treasuries only crossed $10B back in February. The growth curve's the real story, not how tiny the ratio still looks against a $30T market.

Crypto now has almost $15B of Treasury-backed assets that are not just sitting in a private database, but actually circulating onchain. That is still tiny compared to the actual U.S. Treasury market, which has around $30.9T outstanding, which is a number I can't even fit in my head. But anyways, it's still roughly 0.05% of the real market being represented in this form, and for crypto, this is already becoming a serious category. On @RWA_xyz, tokenized treasuries now make up roughly half of all distributed RWA value. And the category is already led by some pretty recognizable names like: → @circle USYC → @BlackRock BUIDL → @OndoFinance USDY All of them are sitting above $2B. So IMO, the snapshot shows that one of the biggest RWA categories is becoming more usable onchain, not just more visible onchain.

@tokenterminal @global_dollar This is the real tell for adoption. Robinhood didn't build a walled garden, it opened its chain and let outside stablecoins bring their own holders. Curious how much of Robinhood's own book follows the same path next.

USDG holder count on Robinhood Chain reached 4k, up ~10x over the past week. An asset to watch 👇

@OndoFinance This part is already happening at scale. RWA perps cracked $100B in monthly volume in June, first time that category has hit nine figures. That number is the proof, not the pitch.

Tokenized stocks do things legacy stocks can't. Ondo's Ian De Bode on the difference: “You can use them as collateral wherever you want… whether for margin, lending, or perps.” Bringing stocks onchain unlocks: → 24/7 trading → Instant settlement → Permissionless transfers → RWA-backed DeFi vaults, perps, & lending markets

@WatcherGuru That's the real unlock. Deposits went from up to 60 minutes of confirmations to under a second, still self-custodial. Prediction markets just caught up to the rest of DeFi.

JUST IN: Polymarket enables Bitcoin deposits through $BTC Lightning Network.

@Tesla Start Trading on Fensory.com today

This week @Tesla did a full round trip. Record delivery beat, 6% sell-off, then a robotaxi rip-back. You could've traded every leg of it, 24/7, on #TSLAX. Onchain never closed. The next round trip won't wait for Monday either. Trade it on Fensory.

@TheBlockCo You're never just betting on the event, you're betting on how the wording resolves. Most people learn that on settlement day.

THE BLOCK: Two traders sued Polymarket over the resolution of a prediction market tied to whether Strategy would sell bitcoin by May. The plaintiffs accuse the platform of breach of contract, deceptive acts, and false advertising.

@0xTindorr Agreed, and the trade itself is the smallest part of it. Once the stock sits onchain next to your yield and stables it stops being a separate account. That's the piece CEX spot can't copy.

Trading tokenized stocks is the next big PMF for DeFi imo. I've tried several trading channels like onchain spot (Solana, Ethereum), spot on CEX (Binance), perps (Hyperliquid, Lighter, Variational). I can see this distributed value chart growing exponentially from here. A lot of tickers inside this tokenized stock space. I guess we already saw the major ones like $HOOD, $HYPE, $LIT rise but I think the financial layers in crypto like $ONDO, $AAVE, $PENDLE, $MORPHO are getting more interesting too. Will look more into it and continue to share thoughts on this sector.

@hackapreneur It was $2.33B this time last year. Tripling while the rest of the pool shrank tells you where the sticky capital is going.

A shrinking market doesn’t mean every sector is shrinking DeFi TVL was down 15% in Q2 Meanwhile, RWA deposits reached $7.44B, nearly 3x higher than last year Sometimes the biggest trend is hiding inside the weakest market

@cryptokitty3x @solanamobile More features coming soon on Seeker Fensory App!

Solana dApp Store got updated and now it looks much more crypto new tabs: < dApp Spotlight < Hackathon Winners love the winners section you can literally open the store and test projects that just won the @solanamobile hackathon best way to support mobile builders is to use what they ship 🧙‍♂️

Spotted on the FensoryApp landing page: the MCP is coming. @lovishbuilds when's it live ?👀

@timkweb3 @solanamobile @OndoFinance @xStocksFi Exactly. That’s what makes it notable.

@FensoryApp @solanamobile @OndoFinance @xStocksFi Nice work, and honestly not bad numbers considering the primary demographic are the more right-curve crypto audience They're the ones that swing the most TVL

June did the talking! 600+ downloads and 160+ reviews on Seeker @solanamobile . @OndoFinance and @xStocksFi live on website. RWAs on Seeker, perps, and a new MCP next. Home for composable finance. Door's open.

@drizzy_khaled44 @solanamobile @OndoFinance @xStocksFi Our chefs are already on it !

@FensoryApp @solanamobile @OndoFinance @xStocksFi The composable door just got a lot more interesting. Keep cooking.

@avonmuehlenen @solanamobile @OndoFinance @xStocksFi

@FensoryApp @solanamobile @OndoFinance @xStocksFi June was great but cant wait for July and August 🔥🔥🔥