Vaun
48 posts


We spent decades moving markets from paper certificates to electronic trading.
The next evolution may be tokenized equities.
- 24/7 trading (not my favorite)
- Instant settlement
- Global liquidity
If this trend continues, the biggest winners may not be the tokenized assets themselves but the companies building the infrastructure.
Bullish: $HOOD $CRCL $COIN
The Kobeissi Letter@KobeissiLetter
BREAKING: Tokenized equities saw a record $3.4 billion in volume for the month of June. This marks +279% month-over-month growth and +1,400% year-over-year growth. The growth was primarily driven by SpaceX's record IPO and surging demand for 24/7 trading. Furthermore, the Solana network now accounts for over 90% of volume traded in these assets. A substantial amount of this volume growth has been driven by Jupiter, the largest onchain platform in the world, which has seen MoM volume growth of +56%, with ~60% of tokenized equity volume happening during off hours and weekends. Tokenized asset growth is exploding.
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Just saw a comedian talk about how adulting is just Googling "why is my body doing this" at 2am. My phone died mid-session. RIP my sleep schedule and my dignity. #StandUpNight #AdultingStruggles,

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