I am back as promised :)
Time to start the $50 → $100,000 challenge
It’s ZERO-RISK, I’ll cover $50 for each participant
Last time it took me about 12 days, will try doing it faster this time
If you want to follow along, comment "Me" below and I’ll send you an invite to the call group
Gonna lock comments in 24 hours
🚨 2025 wasn’t the RWA breakout year.
It was the infrastructure year.
Rails got built.
Compliance got solved.
First institutional products went live.
2026 is when we find out how big RWAs actually get.
Q2–Q4 was all execution. Large managers bringing real tokenizations.
Once the rails exist, adoption curves don’t stay flat. RWAs becoming a top TVL category next year is a very real outcome.
$SEI RWA stack (already live) is set to prove the market wrong
First the KAIO rail which powers:
- BlackRock
- Brevan Howard
- Hamilton Lane
- Laser Digital (Nomura)
Second the Securitize rail powers
- Apollo’s ACRED fund
Third the Base layer has:
- Native USDC settlement
- Ondo tokenized assets integrated
- xSolvBTC live on Yei for BTC treasury exposure
Why SEI is set up for 2026
- 400ms finality, battle-tested
- Giga upgrade built for scale across RWAs, perps, agents, etc.
- Institutional issuance and distribution: managers onchain, access via Robinhood, OSL, CoinShares, Vanguard, Coinbase indices
If RWAs move from an ~$18B niche into a core triple-digit-B asset class, SEI is one of the few L1s that already has the managers, products, and infrastructure in place once the buying volume returns
While everyone else is glued to charts, panicking over news…
I’m collecting premium.
Stress-free. Predictable. Profitable.
This is why option selling beats day trading, hands down.
🚨 BREAKING
JPMORGAN IS TRYING TO BANKRUPT MICROSTRATEGY.
THEY’RE SHORTING $MSTR AND DUMPING $BTC TO LIQUIDATE SAYLOR AND PROFIT BILLIONS.
WATCH OUT FOR ANOTHER ROUND OF MANIPULATION TODAY.
Interesting observation - While the price of $AERO is declining following the rapid drop in $ETH's price - Open interest ratio just spiked to 1.7
Indicating that longs now outpace shorts by 70%
Couple that with recent whales buying millions worth and max locking at an average cost basis of 0.72 $USDC per $AERO
The bottom is so near - Am buying and longing here 🛫🛫