loot

edel coded

This yield Blackbox didn’t sit right with me - glad I trusted my gut feeling. Short opaque onchain yield sources. Long native onchain yield.

An additional 22% APY on an inflation hedge that appreciates +10% per year. I like the math and the assets. GLHF

$ EDEL printing ~$1.1M/mo revenue on Canton rn. Full product not even live yet $7M MC Market sleeping hard

Nobody knows how to value an onchain ecosystem with real institutional participation. CT spent the last decade pricing speculation. @CantonNetwork may force the market to learn how to price transaction flow instead.

STRC at ~$92 is hilarious. The market is pricing Saylor’s preferred equity like Pakistan sovereign debt.

@shasitomoontaka Same Same 🫶🏼

@defi_loot Great choice fren I love your mustache 💚

thinking of acquiring a new pfp what nft communities are still alive?

@popcornapu Feels like it - good vibes

@defi_loot Lookin good frother 🥂

@edeldotfinance x.com/defi_loot/stat…

People underestimate the scaling laws here. Once stocks move onchain, the opportunity does not stop at tokenization. It compounds into StockFi: lending, margin, vaults and programmable strategy markets. Not just the biggest narrative today. A structural one for years.

Most onchain stockfi tokens still have no real value accrual baked in. $EDEL is already doing ~$50k/day revenue on Canton, while moving toward rev-linked accrual and coordination rights over treasury, margin flows and incentives. Higher

@MrDegenWolf @edeldotfinance I’m positioned - expect $EDEL to break out soon

coinbase announcing real tokenized US stocks will put a big spotlight on tokenized stocks overall @edeldotfinance is a lending layer so you can earn yield on these stocks more light on tokenized stocks means more people will use edel $EDEL reversal starting now.

$EDEL feels like it’s entering operator mode. Team is using market sentiment well, social reach is compounding, and Andres has been on a tear across podcasts and IRL appearances. A break above $22M FDV would not surprise me. After that, it’s clean air. Raw price discovery.

been hunting for somewhere to park some idle USDC that isn't 4% and sad. @edeldotfinance USDC loop is doing up to 33% rn. incentives are live, so the rate's juiced for a bit. in while it's hot

@chjokka Building on Canton is a different beast than building on EVM - Edel has a long lead time and will hopefully be able to capitalise well on their lead

Aped back into base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 after being out of the coin for a while. They've built something WAY bigger than just a lending app, and don't think anyone is aware. First, here's the problem they solved with their new product: On-chain derivatives have a structural problem that nobody talks about. Every position, every liquidation, every entry is public. Fine for degens who want the casino. A dealbreaker for anyone running real size. If a fund's entire book is visible on a block explorer, they get front-run and picked off, so they just stay off-chain entirely. The tech existed. The privacy never did. So institutions never showed up. Canton is the missing piece. Canton is a privacy-enabled layer 1 built specifically for regulated finance, where positions and balances are only visible to the parties who need to see them. This is the chain where Goldman Sachs, HSBC, BNP Paribas, and Visa are already in as participants or validators, and where the team behind it just raised 355M led by a16z to scale it. Configurable privacy is Canton's value prop. Trade and settle on shared infrastructure without showing your hand. And EDEL is building the venue on top of that. The direction is obvious once you see it: a lending market evolving into a full derivatives stack, built natively on the only chain serious institutions are willing to trust. And this isn't pre-revenue hopium, because the treasury is already generating huge daily inflows. On-chain data shows roughly 40-50k a day flowing in, public for anyone to pull up and verify. Feel like the market is really sleeping on this^ So what is Edel actually building on top of Canton? > A perps venue for equities that funds can trade at size. On-chain perps never got institutional flow because a visible book gets front-run the moment you size up. Private book, and that flow becomes tradeable. That's what Edel is targeting. > Commodity perps as on-chain instruments. Edel makes the products, Canton handles atomic settlement. Pricing, execution, and settlement happen in one transaction instead of across separate systems. No custody risk sitting in between. > Lending and collateral, already live and producing. And because it's on Canton, it composes with the rest of the chain, so a tokenized equity can back a position in the same atomic transaction. Hyperliquid won by nailing perps for a permissionless, transparent crowd. Edel is running a version of that playbook at the exact opposite end of the market, where privacy is the feature instead of the bug. I can see base:0xfb31f85a8367210b2e4ed2360d2da9dc2d2ccc95 trade a lot higher once people start to notice what the team has been cooking.

@chjokka $EDEL is primed rn

Could be nothing. But the new @edeldotfinance website feels like it’s hinting at a Kraken listing. 🥸

$EDEL is infrastructure for a 100x market.

EDELx live, swaps native, fees at 0%. The @CantonNetwork flywheel is warming up.