This week, Pill has included some interesting combo (Stablecoins x Ethena x Pendle), the new L1/L2 playbook, and also the trending PIPE style trad x crypto investments 👇
1️⃣ The SuperCell Moment by @arndxt_xo
2️⃣ Wake Up Babe, new L1/L2 Playbook Just Dropped by @FourPillarsFP @13300RPM
3️⃣ $ENA Ethena’s Next 10 Billion by @0xTindorr
4️⃣ $PENDLE Pendle Thesis: “The Best Stablecoin Beta Play?” By @GLC_Research @kenodnb @0xCheeezzyyyy
5️⃣ Revenue: The Missing Piece for Crypto PMF by @castle_labs @0xmars_
6️⃣ Low-float High FDV on Equities: Analysis of corporate crypto strategies by @etherary
7️⃣ Tokens are the new Herbalife. Parallelisms between crypto and Multi Level Marketing schemes by @VannaCharmer
Pill’s been bullish on tokenisation and can't help but wonder...
does buying a stock on-chain still feel like filling out a loan application?
shouldn’t real-world assets actually feel like crypto?
that’s the same question @ShiftRWA is asking, and answering, with Asset-Referenced Tokens (ARTs)
unlike clunky security tokens that act more like legal paperwork than crypto assets, ARTs are built for the DeFi age.
they’re fully backed, transparently issued, and designed to behave like tokens - composable, self-custodied, borderless
that distinction matters because tokenisation should be unlocking new value flows
"how can it look so easy for CT?"
if you've dabbled in trad equities - it should look like buying a US stock from your crypto wallet, LPing it in a DeFi pool, and earning real-world yield, all without touching a broker.
ahh so many possibilities here (imagine LP-ing MSTR shares and borrowing USDC to long more)