Theo (@nonstopTheo) profile picture

PTSD from the 2019 bera. Class of WAGMI 2069.

on-chain ⛓
Joined May 2014
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Ownership tokens on @MetaDAOProject are a major upgrade for crypto investors: Recourse to treasury + revenues via futarchy But ownership w/out transparency is meaningless. You don't own much if u can't verify A thread on why disclosures matter & why $RNGR will be in trouble🧵
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Wherever I look, I see massively bullish stuff about IPOR Fusion vaults Turning into the black hole for tokenised stocks
Bitget, the exchange serving 125M+ users, and @KeyringNetwork have published research on an onchain equity-basis strategy planned for Bitget Earn, built on @RealityFi_xyz rTokens with IPOR Fusion vaults enforcing its rulebook. From the report: Fusion "applies predefined investment mandates through smart contracts, enforcing permitted assets, authorised markets, risk limits and execution rules."
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IPOR Fusion continues to deliver. This is the kind of innovation crypto needs. Best thing about this example tx: Fusion vault just scans for cheaper financing rates and then does the whole trade in one go, nothing to monitor for depositors. Maxing out value for LPs in a depressed market
Markets never sit still. When an opportunity opens, you can stay terminally online to catch it. Or you can use IPOR Fusion. Here's a $42M example from today 🧵
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Fascinating read and what stands out are chains like $XRP, $XLM that have much more RWA depth than you’d assume Also mirrors a tradfi reality: Stocks only account for so much of tradfi AUM. Funds, credit, commodities are massive
.@XRPLF Ledger has added $2.2 billion in tokenized commodity market cap so far this year, leading the sector. Via @tokenterminal.
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What’s $ IOTA doing these days? Worth buying? Shill me
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$UNI on its way to $100
SMBC Nikko, one of Japan's largest securities firms, is building a new trading venue on Uniswap Compliance runs inside a hook, so each pool is built to Japan's regulatory requirements for investors Launching onchain mid-2027
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TIL: solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv #1 venue is BULLISH exchange Isn't that an insti venue? Do Instis trade a penguin memecoin all day???
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Saw this and thought that’s cool Realised it’s a frontend for Hypercall which makes it even cooler!! $SYN is a $5 coin, easy
Scenarios beta is LIVE. Options without the jargon: scenarios.finance/
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Avalanche is becoming infrastructure for governments on an international scale. There’s no better example than the UAE: Their national digital identity system, UAE PASS, is using Avalanche to serve 12M+ people.
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Important time to review this report: $AVAX ecosystem is on fire The amount of large institutions , across the globe, building on Avalanche is mind boggling $50 programmed
Institutional finance is converging on Avalanche. Tokenized assets were central to Avalanche’s early institutional story, but the network’s role now reaches well beyond issuance. On a dedicated Avalanche L1, an institution can decide who validates the network and who can transact while keeping sensitive information private. The C-Chain provides an anchor to deep stablecoin liquidity and the rest of DeFi. Progmat completed the migration of its tokenization platform to a dedicated Avalanche L1, where more than $1.2 billion in Japanese tokenized securities are now live. In Europe, Securitize selected Avalanche for its trading and settlement system under the EU DLT Pilot Regime. It also tokenized its own equity on the network, with SECZ now being the largest tokenized stock onchain. Institutions are also using Avalanche to move money across borders. Axiym has settled more than $1.6 billion in payment volume on the network. OpenTrade distributes tokenized yield products through fintechs and exchanges across Latin America and Europe. Its Avalanche-based vaults have grown to more than $190 million in TVL. Avalanche is now being used for much more than issuing tokenized assets.
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$AVAX is bringing more RWAs onchain than any of the other protocols criminally undervalued. anything under $50 is a steal
JUST IN: $1.3T Wellington and $6B Fasanara bring institutional fixed income and alternative credit strategies onchain as Midas expands mWIN and mGLOBAL to Avalanche.
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Timeline is way to quiet about this NYSE/ICE x $AVAX as a powerhouse for RWAs/tokenisation
BREAKING: NYSE plans to bring 24/7 trading on chain with their in-development ATS platform “As we’ve evaluated different platforms, Avalanche checks a lot of those boxes for us, so we’re very engaged with the team” - Michael Blaugrund of Intercontinental Exchange/NYSE
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BREAKING: NYSE plans to bring 24/7 trading on chain with their in-development ATS platform “As we’ve evaluated different platforms, Avalanche checks a lot of those boxes for us, so we’re very engaged with the team” - Michael Blaugrund of Intercontinental Exchange/NYSE
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ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 will win regardless of which EVM-chain has the most RWA/Stocks launchpad volume (RH, Base, ETH Mainnet or Ink) Robinhood chain carried the first leg of the rev recovery. Now it's Base's turn to add more volume
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Send $UNI back to ATHs with haste! It's at $4bn mcap rn but none of DeFi can work w/out it Liquid funds, tradfi, anyone can own this. With the massive ramp in revs, it's clear the bottom phase is done Catalysts => more RH revs, ETH & Base activity coming back. Pick one.
UNI Burn Value Tops $1M for First Time as Robinhood Chain Activity Surges According to Wu Blockchain Data Center, the value of UNI burned on September 4 reached $1.15 million, surpassing $1 million in a single day for the first time. A total of 184k UNI was burned, the second-highest daily amount on record, with Robinhood Chain accounting for 150k UNI. The surge was primarily driven by heightened trading activity on Robinhood Chain. On the same day, Robinhood Chain’s daily DEX volume exceeded $3 billion for the first time, with Uniswap accounting for as much as 98% of the total.
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$1.3bn (and counting) 💸 RH chain contribution to $HOOD looks like it will add substantial revenues, gross profits, EBITDA, EPS contribution If u missed $PONS, go long $HOOD on Hyperliquid. Funding rate is a fraction of PONS and everyone in the US will use the labour day weekend to fantasize about profits from their HOOD longs
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Easiest trade set-up: Long $HOOD The economics from the chain are insanely strong. Yday generated REV of $2.2m, at ~90% gross margin to HOOD. Chain financials will ultimately be a multiple of what Blockworks modelled
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Has anyone seen anything interesting on BSC involving bStocks?
With the launch of bStocks, @BNBCHAIN has become the largest blockchain for tokenized equities.
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If u don’t know what to buy on Robinhood chain, just hold ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 . Benefits of that increased trading activity thru the v4 deployment (highest take rate)
ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 revenue is going thru the roof, driven by Robinhood chain momentum Uni v4 has a higher take rate (primary implementation on RH) Annualised revs based on 7d/30d: $170m/$148m Absolutely bonkers
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ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 revenue is going thru the roof, driven by Robinhood chain momentum Uni v4 has a higher take rate (primary implementation on RH) Annualised revs based on 7d/30d: $170m/$148m Absolutely bonkers
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