ɱɑყɑɱɑεʂƚɾ

If you haven’t noticed, for about the last two weeks, I’ve been trying to post each post so that only verified users can reply. I think this will help in the long term for more organic interaction with my content.

@Nick_Researcher so many tags

➥ ~$700M in tokenized equities vs $8.7B in Treasuries made me realize the market is clearly screaming insights At first, I thought this was just a timing issue, maybe equities come later after bonds But after digging deeper into how stock tokenization actually works today, I don’t think it’s that simple Here’s how I frame it: ☒ The data tells a very clear story – Stablecoins: ~$300B +~50% YoY – RWA total: ~$35B +133% YoY – Tokenized Treasuries: ~$8.7B – Tokenized stocks: only ~$700M This huge gap RWA total vs tokenized stocks reflects what the market actually trusts ☒ Not all tokenized stocks are the same There are 4 completely different models: ➊ 1:1 backed via SPV - real stocks held off-chain, you only get profit exposure which you can’t control - so it’s just a clean backing, but limited rights → redemption + issuance is slow ➋ 1:1 backed via Transfer Agent - ownership recorded onchain under regulated entity, includes voting + full rights - this is closest to real tokenized equity but locked behind heavy compliance, so it’s not for everyone iykyk On the real asset-backed side, I see players like - @BackedFi, @RobinhoodApp, @OndoFinance, @JarsyInc, and Swarm using SPV structures - then market have another branch with Securitize, @SuperstateInc, and @DinariGlobal acting more like transfer agents ➌ Synthetic spot is basically dead imo - crypto collateral tracking stock price, what it means is they have no rights & market already rejected this model - protocols like @mirror_protocol & the old @synthetix model tried to replicate stock exposure using crypto collateral ➍ Synthetic perps - trade stock price like futures makes it’s fast, liquid, easy access - but you have zero ownership, zero legality in strict jurisdictions - synthetic perp-style exposure platforms: @OstiumLabs, @Aster_DEX, @ventuals, @aevoxyz, @injective iAssets, @tradexyz These are efficient, liquid, and easy to use, but if I’m being honest, they’re not really tokenized stocks ☒ Why bonds won but stocks didn’t, think it comes down to 3 things: ➊ Simplicity of rights - Bonds = yield while Stocks = voting, dividends, governance - so it’s much harder to tokenize cleanly, only few centralized institutions are doing this ➋ Regulatory pressure - Stocks sit directly under securities law, that means no room for creative structures - this is the cause why innovation gets slowed down heavily ➌ User intent - ppl buy bonds for yield and they buy stocks for upside + speculation - DeFi already offers better tools for speculation, so tokenized stocks inherit this as a feature ☒ The market is quietly choosing the winner - BlackRock | $BUIDL - Ondo | $OUSG - Franklin | $BENJI - @CantonNetwork | $CC - @Figure | $FGRD Tokenized stocks will stay a niche, while the rest of RWA keeps compounding Honestly, that’s fine because I think not every trillion-dollar market needs to move onchain at the same speed

@parcifap nah

@mayamaster banger?

summarize to me how to post banger

@evgen_by @Dexsport lfg

@mayamaster @Dexsport lets gooo bro

was offline and busy all day today almost forgot to drop my post about bet on @Dexsport while the Cyber March promo is still running last I heard, aka used to play CS and Dota like a decade ago today I went with Pipsqueak +4 on Dota btw, you might notice some fresh design touches and new features on the website

@MedusaOnchain ppl loves short term context lmao

@mayamaster a very sweet tldr 🤭

@MedusaOnchain lmao x.com/mayamaster/sta…

remember: the easiest trick to post bangers non-stop is to steal bangers

@loshmi @BR4ted af

guys i think i fucked up I LOOK LIKE A BABY THANK YOU @BR4ted

@loshmi @0xAbhiP

i vibecoded a site to baldify yourself ever wondered how you would look bald? now you can check Baldify Site: baldify-production.up.railway.app

@cryptoleon tf where is crypto and where is trading

day in a life of a crypto trader

@0xAbhiP @parcifap @apcollective when you know that the vanity link is old? only now?

@parcifap @apcollective real discord is fine and secure vanity link on website is still the old one and was due to get updated tomorrow as we pushed our weekly updates right link is here: x.com/APCollectiveHu…

WARNING TO ALL CREATORS! @apcollective web3 agency got hacked their discord bot just drained my wallet what happened: > I went to their official twitter > opened official website > found discord link > joined server everything only from official links! then: > bot asked to verify via wallet connection (strange but okay) > and then it tried to WITHDRAW ALL FUNDS from my main wallet I felt something strange, so i tested it sent $100 to a fresh solana wallet and got drained instantly HAHAHAHA (screenshot in the next tweet) I'm not saying @apcollective are scammers, their discord just got hacked, shit happens I've tried to dm them and to dm the founder @0xAbhiP but they didn't answer me SO PLEASE GUYS SHARE THIS TO SAVE OTHER CREATORS and be careful never connect your main wallet stay safe

@justmeg you can sell it ?

White flare really came through here ft. golden hour

@PenguinWeb3 ha

things you only get at 27+: - staying in on friday feels like winning - a good pillow is worth the money - why your parents were always tired - 8pm is actually very late - silence is the most underrated luxury - everyone is just making it up as they go

@ripchillpill @loshmi lmao

bro I think something's wrong with your app @loshmi

@MedusaOnchain @loshmi nah x.com/mayamaster/sta…

@loshmi should i try? 🤭

@BR4ted @loshmi omg lmao

@loshmi I shared this and got this rate it out of 10

@loshmi check @MedusaOnchain

first time vibecoding, i've got no damn clue if this is good or not i mean fk it, i don't even know if the site will work check and let me know

@Cryptohitmaniac wtf

@mayamaster i am still playing bro haha

Been a CS kid since the Half-Life days, now I'm still grinding CS2 every night like nothing changed 😅 With BLAST Open and ESL One dropping soon, the scene is absolutely popping right now. If you're watching anyway, why not make it count? I’ve already joined the promo from @Dexsport, and I want to tell you that every qualifying winning bet earns points that can be turned into free bets. You're basically getting rewarded just for showing up. No brainer for any esports fan. Lock in👉 dexsport.io/academy-articl…

@shotguncaio i've heard about this

@mayamaster espresso coming in a bit

Health is just as important as hustle.

@WYdaGOAT @LunarStrategy @VideHaldorsson @Jackhaldorsson better than yours

@mayamaster @LunarStrategy @VideHaldorsson @Jackhaldorsson whats yours?

rick rubin vibe marketeer 👀 another fun tool from @LunarStrategy lets you scan your marketer archetype will drop the link in the comments for you guys to try

@zaimiri 👀

As a Creator it's important to deliver posts on time. So I built a Deliverable Tracker in Notion.