
head of growth @formation_so (powered by @orca_so + @Loopscale) art: @logan_larkin
Brooklyn, NY
Joined November 2023
- Tweets10.9K
- Following1.4K
- Followers2.3K
- Likes43.7K
distribution execution
distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution distribution execution
having muse lowball facebook marketplace listings and then instantly relisting item for higher value.
solana is the onchain finance endgame. one unified layer, no fragmentation, no siloed liquidity. and now we have alpenglow.
keep outperforming and the builders and institutions will follow
a massive repricing for ai is coming. to the upside.
and several cos are mispriced by trillions in market cap.
this line really holding true.
fwiw i think we skip the down part and go up from here. ty 50d sma.
Replying to @AuspiciousToad
i have to subtweet myself w this squiggle i drew in august bc now that we are here, this is another likely scenario if the weekly this week does not break through this level to 90k.
everything onchain. everything @formation_so
Wondering what can be tokenized?
Here are some of the less common assets already being brought onchain
Tokenized reinsurance
Tokenized pre-IPO stocks
Tokenized collectibles
Tokenized trading cards
Tokenized music royalties
Tokenized film royalties
Tokenized pharmaceutical royalties
Tokenized uranium
Tokenized whisky casks
Tokenized fine wine
Tokenized luxury watches
Tokenized diamonds
Tokenized fine art
Tokenized sports memorabilia
Tokenized racehorses
Tokenized carbon credits
Tokenized renewable energy certificates
Tokenized litigation finance
Tokenized insurance-linked securities
Tokenized catastrophe bonds
Tokenized private equity
Tokenized venture capital funds
Tokenized hedge fund interests
Tokenized private credit
Tokenized invoices and receivables
Tokenized trade finance
Tokenized consumer loans
Tokenized car loans
Tokenized aircraft leasing
Tokenized shipping vessels
Tokenized shipping finance
Tokenized farmland
Tokenized timberland
Tokenized mining interests
Tokenized mineral rights
Tokenized gold
Tokenized silver
Tokenized copper
Tokenized agricultural commodities
Tokenized grain inventories
Tokenized coffee
Tokenized cocoa
Tokenized classic cars
Tokenized luxury handbags
Tokenized rare sneakers
Tokenized musical instruments
Tokenized book royalties
Tokenized patent royalties
Tokenized intellectual property
Tokenized domain names
Tokenized data-centre infrastructure
Tokenized telecom towers
Tokenized solar farms
Tokenized wind farms
Tokenized battery storage
Tokenized EV charging infrastructure
Tokenized commercial equipment leases
Tokenized medical equipment leases
Tokenized warehouse receipts
Tokenized inventory financing
Tokenized hotel revenue
Tokenized parking revenue
Tokenized franchise revenue
Tokenized subscription revenue
Tokenized sports media rights
Tokenized athlete commercial rights
Tokenized gaming intellectual property
Tokenized renewable energy project revenue
Tokenized water rights
Tokenized forestry assets
Tokenized shipping freight contracts
Tokenized aircraft engines
Tokenized commercial mortgages
Tokenized residential mortgages
Tokenized royalties from online content
Tokenized agricultural land leases
Tokenized livestock interests
Tokenized fisheries and aquaculture assets
Tokenized luxury furniture
Tokenized rare books and manuscripts
Tokenized vintage comic books
Tokenized domain and website revenue
Tokenized legal settlement claims
Tokenized life settlements
Tokenized drug development funding
Tokenized carbon removal credits
Tokenized biodiversity credits
Tokenized infrastructure debt
Tokenized municipal bonds
Tokenized corporate bonds
Tokenized private company shares
Tokenized employee equity
Tokenized real-world yield strategies
Tokenized commodity futures exposure
Tokenized shipping container leases
Tokenized data and AI licensing rights
Tokenized satellite infrastructure
Tokenized aviation leasing
Tokenized music publishing catalogues
Tokenized future business cash flows
onchain credit doesn’t have an asset problem, it has a lender problem.
soon.
Replying to @antoniogm
The bottleneck is not DeFi infra - it is the lack of scalable lenders against these assets
ATM the focus is largely on bringing assets onchain that can be collateralised
We need more off chain lenders to tap into these short duration lending markets for onchain credit to scale
toad retweeted
bitcoin:native still wants to hold this level.
Very positive signs despite the LTF chop.
people keep asking me 'what is @formation_so?' so in 10 words:
Frontier
Unified
Full-stack
Tokenization
Liquidity
Origination
Credit
Vaults
Scale
Regulated























