

Treasures Finance
134 posts

@treasures_io
Your onchain stock brokerage. The most intuitive way to trade tokenized stocks. Launching soon: https://t.co/B2rQoEUop5








Good morning to people who are obsessed with: > Tokenization > Real World Assets > Stablecoins





Overseas investors are piling into US stocks: Foreign investors now allocate a record 63% of their US financial assets to equities. This percentage has more than DOUBLED since the 2008 Financial Crisis. This also surpasses the 2000 Dot-Com Bubble peak by ~10 percentage points. By comparison, the long-term average allocation is ~40%. As a result, foreign investors now own a record $21.3 trillion in US stocks and equity funds, surging +170% since 2020. Foreign investors are doubling down on US markets.

I've put together a conviction map of where I think Web3 is heading in the near future. Some of the categories are not in the "early" phase anymore: → Agentic finance got dedicated institutional infra with the full Agent Bank launch from @Anchorage at the recent Consensus conference → RWA crossed $30B onchain market cap → Stablecoins processed more volume in 2025 than @Visa and @Mastercard combined All three are advancing at a really high pace. As of now, I'm more skeptical of tokenized data and agent identity. 1. Tokenized data: Companies usually buy and sell data through contracts and private deals, and crypto doesn’t improve it enough yet to make the switch worthwhile. 2. Agent identity Pretty much the same problem as tokenized data. You need agents to be widely adopted before identity infra becomes necessary. I want to be wrong on both, but I can't justify the lack of demand yet.


random idea: connect your broker tokenize your stocks borrow against them in DeFi all in one click pretty banger






Wall Street spent years mocking crypto — but now the S&P 500 is being traded on a decentralized exchange. In this video, we explore the bigger question of whether institutions are adopting crypto or 'invading' it to gain control. Watch the full video: gcko.io/qrnfinj