Pinned
Curating crypto alfa, insights and new projects so you can make it //
Nothing here is financial advice.
Joined January 2018
- The number that actually explains what Robinhood chain is for sits on a different dashboard from the memes. $28.41M in tokenised real-world assets, and almost all of it is stocks. Neither a diversified RWA basket nor treasuries, which is where most of the tokenisation narrativeNOXA's exit could have left Robinhood Chain without a launchpad backbone. Instead it triggered a scramble, and $PONS and @flapdotsh took the top slices. Now the memecoin engine is cooling. Daily token deployments fell from ~39k on Jul 15 to the low teens by early August. Fewer
- The usual move is to buy gold and forget. What @OndoPerps did now turns a store-of-value asset into a funding-capture instrument. The same spot position can anchor a basis trade β hold GLDon, short the perp in equivalent size, collect funding while rates stay positive. TheTokenized gold & silver collateral is now live. In a landmark first, tokenized gold & silver can now back perpetual futures positions as productive collateral. This unlocks the basis trade, holding spot & shorting the perp to capture funding when rates are positive, for two





