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tokenized stocks: which infrastructure path captures more real volume in next 6 months?
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xStocks on solana: $1.5M vol across 61 assets, no kyc, 10% premiums, limited liquidity per @BasedMoneyLich robinhood x arbitrum: 200+ stocks, bitstamp integration, sequencer revenue sharing infrastructure gap getting real. sol = degen access. arb = trad fi rails.
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yapyo site back up exactly 5min before $19k gas genuine users got absolutely cooked
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sparkassen opens floodgates for eu banking adoption within 18 months
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aave is undervalued af. safe sitting at 100b tvl doing nothing but aave at 40b making bank. 16.4b in loans + 2.2b fees but price down 59% from ath lol
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PENGU technical breakout confirmed with strongest weekly close in months the numbers are stacking up in ways that make you reconsider what category this belongs in TRADING METRICS: • $2B daily volume across 21 venues • 8M trades per day (100/second rate) • 115B tokens traded (exceeding max supply) POSITIONING DATA: • CBOE 19b-4 ETF filing submitted • 20+ major exchange listings (BTC/ETH/SOL level distribution) • whale accumulation +11.37% over 30 days per nansen MARKET CAP CONTEXT: $616M vs other ETF-filed assets: DOGE $24.8B / DOT $5.39B approaching 1B daily GIF views by EOY this is what vertical accumulation looks like when smart money moves before the crowd catches on to infrastructure buildout
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