Gamer, Degen and Trencher. Lore and Narrative Analyst. Villain Arc
Joined August 2010
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gta.fandom.com/wiki/Macca_th⦠solana:CeDVr5XcPvToeS4omaSTjMhjAqQ4XWvcaZMeNVs4okzF
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CryptoSonico retweeted
GTA 6's Macca the Gator figure, which is only available in a $400 collector's box, has now been recreated by fans to 3D print yourself for free.
cults3d.com/en/3d-model/gameβ¦
CryptoSonico retweeted
I can see why people are comparing $TAO to $ZEC
Both have #Bitcoin like scarcity.. 21 million max supply and halvings
#Zcash is built around the idea that financial privacy shouldn't depend on permission from an institution..
#Bittensor is built around the idea that advancing intelligence shouldn't depend on permission from a handful of powerful AI labs..
Both use scarce digital assets to incentivise participation in open networks
Yes.. Different technology and different markets
But the same underlying principles..
Privacy shouldn't require permission.. Neither should the right to build and advance intelligence
One is about keeping financial freedom in the hands of individuals
The other is about keeping the future of intelligence open to everyone
$ZEC and $TAO have more in common than people realise
CryptoSonico retweeted
THE LORE
FGI Industries makes toilets. Actual porcelain. If you've bought a toilet at a home center in the last decade, there's a real chance it came out of their supply chain. They do ~$128M a year in revenue and they're listed on the Nasdaq under $FGI.
The entire company is worth about $19M.
That's the setup. A publicly traded toilet manufacturer, at a market cap smaller than most things that launched this week.
So we made $SHIT. Same product category. Different asset class.
Here's the part most people miss.
On Robinhood Chain, memecoins don't pair against stablecoins. They pair against tokenized stocks. And every Stock Token is backed 1:1 by a real share Robinhood buys and holds in custody, when a new one is minted, a real share gets bought at the same time.
$SHIT's pool is paired against tokenized FGI. So every buy is paid for in tokenized FGI, and that tokenized FGI gets locked inside the pool.
The pool doesn't spend it. It holds it.
3,200 tokenized FGI in there right now. Backed by 3,200 real shares sitting in custody somewhere. That number only goes one direction as long as people keep buying, the chart going up and the pool filling up are the same event.
Robinhood has also said 1:1 redemption and voting for Stock Token holders are on the roadmap.
But think about what that means for a company with 1.93M shares outstanding and a pool that only fills up.
Today the volume flipped.
$SHIT: $802K
$FGI: $481K
A coin named after what goes in the toilet outtraded the company that makes the toilet. On a Thursday. And nasdaq closes at 4, we don't.
Volume was the easy one. Market cap is the real target.
$19M. That's the number. Not a $50B blue chip, not a meme about flipping Apple. A genuinely small, genuinely public, genuinely reachable number that plenty of coins have cleared in a single week. Whether we get there is up to the people holding.
One flush at a time.
$SHIT is a meme coin. Not affiliated with or endorsed by FGI Industries or Robinhood. Stock Tokens are backed 1:1 by shares in custody but do not currently carry voting or redemption rights. Nothing here is investment advice.
CryptoSonico retweeted
$JUDE
There is a $100 million narrative people don't know which one to choose π
Launched on Long : 1.5% fees go to the DEVπ©
0xf5567678396022ff36d717db7aa35948f8f01e18
Launched on Pons. 1% fees go to holders π
0x83888ae0aafb66956868ebb13ab10fcc0dd94857
This market is honestly impossible to understand sometimes.
$00 launches (basically a copy-paste of $NEST in almost every way, except worse ) and the trenches ape into it like theyβve just discovered water.
Meanwhile, @nestusd has been right in front of them for over a month, actually building a serious protocol, listening to user feedback, audited by @sherlockdefi, with $1.4M in TVL and plenty more coming , including a dedicated app and card once the legal entity process is completed.
But apparently being patient and holding on @solana is becoming increasingly difficult ;)
Keep aping into every new βutilityβ pair while ignoring the real winners that are actually building something and could make a real difference over the long term.
Time will tell, I guess ;)
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CryptoSonico retweeted
Two months ago we shipped our first product. Today we're the #1 source by TVL for borrowing tokenized stocks on @solana
In between: productive stablecoin live, leveraged equity tokens (2SPY, 2QQQ), equity baskets, $NEST staking with USD dividends, daily $NEST burns and much more
We've also been building on EVM, starting with @Arbitrum and @RobinhoodCrypto Chain. We're not rushing it, and every product we ship is audited by @sherlockdefi, the same firm that audited Aave, Sky, and other protocols that the industry trusts with billions in TVL: our users deserve that standard
The vision hasn't changed: every stock, ETF, bond, and commodity onchain. Every dollar productive by default. Every wallet holding real assets. We're just getting started and we're already the one everyone's copying
Good things take time, and we're taking the time
Imagine the next decade
Every stock, ETF, bond, commodity, and equity index onchain. Every wallet holding real assets instead of synthetic wrappers. Every dollar productive by default
Someone has to build the layer that turns that world from a category into infrastructure. That takes tokenized equities and turns them into working capital. That routes value between every asset class and every application. That gives the next billion people the ability to hold, borrow, spend, and earn on their equity without ever leaving their wallet
Nest is that layer
We started a month ago with the productive stablecoin. Last week we shipped leveraged equity tokens (2SPY, 2QQQ), and soon equity baskets. Then a full mobile neobank, EVM deployment, white-label infrastructure for every fintech that wants a productive dollar backed by real assets
Every asset that gets tokenized needs a productive dollar backing it. Nest is building that layer on the chain that already ships 96% of the tokenized equity flow
The endpoint isn't a stablecoin, it's the plumbing for how the world holds, borrows, spends, and earns on real-world assets
CryptoSonico retweeted
cash-cat:native would not exist without serious cat
1% of cashcat marketcap is still Millies for serious cat
Send the serious cat.
knowyourmeme.com/memes/serioβ¦
0x196a3ab28e1e854a040e57576cf94ff99d7f3acc
CryptoSonico retweeted
Not every on-chain transaction represents a real user: Here's how I separated signal from noise using
solana:68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D token
I Spent the past week building a full on-chain analytics dashboard for solana:68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D by @NestUSD on @Dune
The goal wasn't just to build charts. It was to understand what's actually happening on-chain with NEST staking, trading activity, and holder behaviorπ§΅
CryptoSonico retweeted
Toly on why tokenized stocks on Solana are inevitable:
"The world is getting wealthier. The companies making the world wealthier are American companies. They have the cheapest, best products that are globally scalable, and people want access to investment into these great products."
"You now have this global demand for US equities creating unmet pressure. There have been attempts throughout history to bridge global liquidity. Blockchain is the latest one, and I think the one that is inevitable."
@toly @TurnerNovak
CryptoSonico retweeted
Vlad Tenev (@vladtenev) launched Robinhood Chain "to make Real World Assets programmable, globally portable, and always available," then publicly asked builders to embed stock tokens into their apps
CZ (@cz_binance) spent the month posting that "countries need to tokenize their stocks, allowing worldwide buyers" and that Binance's bStocks give billions "stock exposure 24/7"
Brian Armstrong (@brian_armstrong) published a chart of the S&P 500 up 906% all-time and framed it: "billions of people have no access to invest in American companies. Tokenized stocks are changing that"
@Solana shipped the primitives that made this category buildable at scale, then captured 96% of the on-chain tokenized stocks volume
Four of the most influential voices in crypto and fintech converged on the same category in the same month. The trade isn't whether tokenized stocks matter, it's what people can do with them once billions of them can hold one
Nest is the productive dollar layer for that answer. Deposit the equity as collateral, mint nUSD at 3% APR, stake into snUSD for ~6% APY. The dividend keeps flowing, the equity stays, while the dollar earns
The distribution is being solved by the biggest names in fintech, and the productive layer is where Nest lives: the category doesn't need more validation, it needs more infrastructure, we're building that layer
CryptoSonico retweeted
For the builders on @Solana:
Build on Nest is live. Technical documentation and TypeScript examples for every integration surface of the protocol
Three paths:
- Borrow: open and manage collateralized nUSD debt positions
- Convert: swap between USDC and nUSD through the PSM
- Stake: convert nUSD into snUSD shares
Your app builds the transaction, the user's wallet signs it, our programs validate on-chain. Permissionless, no whitelist, no custody
nUSD is now a composable building block for any Solana app
Documentation: docs.nestusd.com
Github: github.com/NestUSD/contracts
My thesis is actually very simple.
Wall Street is coming to tokenized stocks, alongside some of the biggest venture capital firms in the U.S.
Once the masses realize they can buy fully backed, on-chain stocks, receive dividends, and do it all without relying on traditional brokerage platforms, adoption will follow.
But then comes the real question:
Once you own those tokenized stocks, what can you do besides holding them if thereβs no protocol that lets you unlock or put that capital to work?
Nothing.
Thatβs where DeFi protocols will have the opportunity to capture millions β and eventually billions β in capital.
Solana is already well positioned, with partnerships like Nasdaq and a rapidly growing ecosystem.
I understand why many people prefer rotating into tokens that move fast. But those with the right long-term vision can simply hold with confidence and let the thesis play out.
solana:68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D @blknoiz06
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CryptoSonico retweeted
BlackRock CEO Larry Fink:
"Every stock, every bond, every fund, every asset can be tokenized."
the future of finance is tokenized.
that also means millions of people could end up using crypto without coming here for crypto itself
they come for stocks, gold, funds and everything else
we're still very early.
CryptoSonico retweeted
2SPY and 2QQQ are now live on @solana, issued by Nest and backed by @OndoFinance new solana tokenized stocks
Leveraged equity ETFs are one of the largest categories in traditional finance: TQQQ (3x QQQ) holds $37 billion in AUM. QLD (2x QQQ), $14 billion. SSO (2x SPY), $8 billion. SPXL (3x SPY), $7 billion
Every dollar of that exposure settles through DTCC, requires a licensed broker, and stops when Wall Street closes at 4pm
Today, they live onchain
The trade that took TradFi 20 years to scale, it's now onchain
app.nestusd.com/vaults
CryptoSonico retweeted
We're launching 2SPY and 2QQQ this week. the first onchain leveraged equity tokens.
context: leveraged ETFs are a $100B+ category in traditional finance. TQQQ alone holds $37B in AUM. QLD another $14B. SSO another $8B. combined daily volume across the category is running around $45B in 2026.
every dollar of that settles at DTCC, runs through a licensed broker, and closes at 4pm. not a single one of them lives onchain.
Nest is the only team with the architecture to build this. the CDP loop that mints leveraged positions. the xStocks and Backpack collateral relationships. Pyth for the market data. Kamino for the PSM depth. every one of those had to exist at production scale on the same chain before this was buildable
we noticed first, this week we ship it
genuinely proud of what the team pulled together on this. still feels early. still feels like nobody's paying attention. that's usually when the best trades happen.
thanks to everyone here for holding through the noise, this is the one
teapawt.net/NestUSD/status/2075001β¦
Leveraged equity ETFs are one of the largest categories in traditional finance
TQQQ (3x QQQ) holds $37 billion in AUM. QLD (2x QQQ), $14 billion. SSO (2x SPY), $8 billion. SPXL (3x SPY), $7 billion. Combined leveraged ETF trading volume in 2026 is running around $45 billion per day
Every dollar of that exposure settles through DTCC, requires a licensed broker, and stops when Wall Street closes at 4pm
None of it lives onchain... this week, that changes
2SPY and 2QQQ launch on Nest as the first onchain leveraged equity tokens. Backed by real tokenized stocks, generated through the Nest borrow loop, fully onchain, with 24/7 settlement
The trade that took TradFi 20 years to scale, it's now coming onchain
CryptoSonico retweeted
Leveraged equity ETFs are one of the largest categories in traditional finance
TQQQ (3x QQQ) holds $37 billion in AUM. QLD (2x QQQ), $14 billion. SSO (2x SPY), $8 billion. SPXL (3x SPY), $7 billion. Combined leveraged ETF trading volume in 2026 is running around $45 billion per day
Every dollar of that exposure settles through DTCC, requires a licensed broker, and stops when Wall Street closes at 4pm
None of it lives onchain... this week, that changes
2SPY and 2QQQ launch on Nest as the first onchain leveraged equity tokens. Backed by real tokenized stocks, generated through the Nest borrow loop, fully onchain, with 24/7 settlement
The trade that took TradFi 20 years to scale, it's now coming onchain
