萌小主
125 Posts
萌小主
Square VerifiedReport
Block User
我是TokenMore🍣一个不擅长分析的BTC分析师
Occasional Trader
8.9 Years
67 Following
122 Followers
242 Liked
Posts
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I only bought the GP
I didn’t buy this blind box—it's already 15X
Ahhhhhhhhhhhhhhh https://t.co/PKCpdKskJG
I only bought the GP
I didn’t buy this blind box—it's already 15X
Ahhhhhhhhhhhhhhh https://t.co/PKCpdKskJG
I didn’t buy this blind box—it's already 15X
Ahhhhhhhhhhhhhhh https://t.co/PKCpdKskJG
100
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Turns out everyone’s feeling the same thing as me! Hahaha
Turns out everyone’s feeling the same thing as me! Hahaha
42
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Why is SOL rising so slowly? https://t.co/fO4vYkXj7s
Why is SOL rising so slowly? https://t.co/fO4vYkXj7s
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In these two days, $STONK and $PUMP were going at it, with some pretty dirty insults.
On one side, they’re saying Pump is a cash-pump machine; if they lose, they hire water armies to smear everywhere.
On the other side, they’re saying STONK’s dividends are from automated coin-selling bots, with the taxes and fees hidden inside the mechanisms.
I think we shouldn’t just insult each other.
In the end, the result will definitely be an equal split of the genius.
PUMP being eaten away is certain.
Even without STONK, it would still be another platform.
That such a profitable piece of meat will definitely get bitten at, over and over again,
until it’s finally chewed off piece by piece. https://t.co/8cPQtNgGw3
In these two days, $STONK and $PUMP were going at it, with some pretty dirty insults.
On one side, they’re saying Pump is a cash-pump machine; if they lose, they hire water armies to smear everywhere.
On the other side, they’re saying STONK’s dividends are from automated coin-selling bots, with the taxes and fees hidden inside the mechanisms.
I think we shouldn’t just insult each other.
In the end, the result will definitely be an equal split of the genius.
PUMP being eaten away is certain.
Even without STONK, it would still be another platform.
That such a profitable piece of meat will definitely get bitten at, over and over again,
until it’s finally chewed off piece by piece. https://t.co/8cPQtNgGw3
On one side, they’re saying Pump is a cash-pump machine; if they lose, they hire water armies to smear everywhere.
On the other side, they’re saying STONK’s dividends are from automated coin-selling bots, with the taxes and fees hidden inside the mechanisms.
I think we shouldn’t just insult each other.
In the end, the result will definitely be an equal split of the genius.
PUMP being eaten away is certain.
Even without STONK, it would still be another platform.
That such a profitable piece of meat will definitely get bitten at, over and over again,
until it’s finally chewed off piece by piece. https://t.co/8cPQtNgGw3
1.8k
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Alright, I admit I got a bullseye! https://t.co/61J8OifOl6
Alright, I admit I got a bullseye! https://t.co/61J8OifOl6
112
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The meaning of the picture is that a buyback of income worth roughly 12% of market value in a year can keep STONK afloat at its current $270 million market cap.
Sustainable market cap ≈ annualized cash flow × (1 ÷ 11.7%) ≈ about 8.6× the annualized cash flow
That’s why there’s a need for $874k/day in order to support a $270 million market cap
This blogger is a bit too subjective
Attention is manufactured through operations
Operational capability is the most scarce resource in a project. Strong operational capability can help a project outperform bull and bear markets
The meaning of the picture is that a buyback of income worth roughly 12% of market value in a year can keep STONK afloat at its current $270 million market cap.
Sustainable market cap ≈ annualized cash flow × (1 ÷ 11.7%) ≈ about 8.6× the annualized cash flow
That’s why there’s a need for $874k/day in order to support a $270 million market cap
This blogger is a bit too subjective
Attention is manufactured through operations
Operational capability is the most scarce resource in a project. Strong operational capability can help a project outperform bull and bear markets
Sustainable market cap ≈ annualized cash flow × (1 ÷ 11.7%) ≈ about 8.6× the annualized cash flow
That’s why there’s a need for $874k/day in order to support a $270 million market cap
This blogger is a bit too subjective
Attention is manufactured through operations
Operational capability is the most scarce resource in a project. Strong operational capability can help a project outperform bull and bear markets
96
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Verified
Yesterday destroyed 3.4 million tokens again, permanently gone
There’s something interesting in the STONK ecosystem’s RuneScape project
RuneScape is a multiplayer online role-playing game
Players enter a virtual world, create a character, fight monsters, complete quests, and trade with other players or team up.
In the game, you hold $GP—transaction fee revenue is distributed as gold
In-game items are tokenized; GP can be pooled with any tokens
This is the “set up a platform inside another platform” thing I mentioned yesterday
STONK has taken the nesting doll idea to an art form
#STONK
Yesterday destroyed 3.4 million tokens again, permanently gone
There’s something interesting in the STONK ecosystem’s RuneScape project
RuneScape is a multiplayer online role-playing game
Players enter a virtual world, create a character, fight monsters, complete quests, and trade with other players or team up.
In the game, you hold $GP—transaction fee revenue is distributed as gold
In-game items are tokenized; GP can be pooled with any tokens
This is the “set up a platform inside another platform” thing I mentioned yesterday
STONK has taken the nesting doll idea to an art form
#STONK
There’s something interesting in the STONK ecosystem’s RuneScape project
RuneScape is a multiplayer online role-playing game
Players enter a virtual world, create a character, fight monsters, complete quests, and trade with other players or team up.
In the game, you hold $GP—transaction fee revenue is distributed as gold
In-game items are tokenized; GP can be pooled with any tokens
This is the “set up a platform inside another platform” thing I mentioned yesterday
STONK has taken the nesting doll idea to an art form
#STONK
2
691
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Dog-catching weapon
#MEME https://t.co/LuSWK7xfwD
Dog-catching weapon
#MEME https://t.co/LuSWK7xfwD
#MEME https://t.co/LuSWK7xfwD
1
1.8k
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Appears to be thriving
But there is one thing I don’t understand
Rate hikes are only sustained—just getting started
Big funds withdrawing are gradually closing positions after hedging
Doesn’t the market really care about rate hikes?
Why do I feel danger?
Appears to be thriving
But there is one thing I don’t understand
Rate hikes are only sustained—just getting started
Big funds withdrawing are gradually closing positions after hedging
Doesn’t the market really care about rate hikes?
Why do I feel danger?
But there is one thing I don’t understand
Rate hikes are only sustained—just getting started
Big funds withdrawing are gradually closing positions after hedging
Doesn’t the market really care about rate hikes?
Why do I feel danger?
2
2
2.8k
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The people who run STONK are really experts
Always looking for new concept group bottom pool speculation
A platform within a platform
This flywheel is still flying upward
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx https://t.co/2ckjDPiY9L
The people who run STONK are really experts
Always looking for new concept group bottom pool speculation
A platform within a platform
This flywheel is still flying upward
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx https://t.co/2ckjDPiY9L
Always looking for new concept group bottom pool speculation
A platform within a platform
This flywheel is still flying upward
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx https://t.co/2ckjDPiY9L
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It’s still Binance that knows how to play—80 “arrows” at once
Set up a nesting-doll wrapper for the first tier half of the market
1; You can directly tokenize SPV asset bundles with poor liquidity
You don’t even need to wait for the IPO to exit
2; Before it’s listed, “grass” can already be traded
3; Pancake handles issuance and makes the fee
4; Keep users by leaving a Binance Wallet entry point
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
It’s still Binance that knows how to play—80 “arrows” at once
Set up a nesting-doll wrapper for the first tier half of the market
1; You can directly tokenize SPV asset bundles with poor liquidity
You don’t even need to wait for the IPO to exit
2; Before it’s listed, “grass” can already be traded
3; Pancake handles issuance and makes the fee
4; Keep users by leaving a Binance Wallet entry point
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
Set up a nesting-doll wrapper for the first tier half of the market
1; You can directly tokenize SPV asset bundles with poor liquidity
You don’t even need to wait for the IPO to exit
2; Before it’s listed, “grass” can already be traded
3; Pancake handles issuance and makes the fee
4; Keep users by leaving a Binance Wallet entry point
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
1
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It’s still Binance that knows how to play—eighty shot in one arrow.
Set up a nested “matryoshka” scheme for the top-tier and a half market.
1; You can directly tokenize SVP asset bundles with poor liquidity.
You don’t have to wait for the IPO to exit.
2; Before it lists, the “grasshoppers” (retail investors) can already trade.
3; Pancake handles the issuance and earns transaction fees.
4; Keep users by leaving an entry point to the Binance Wallet.
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
It’s still Binance that knows how to play—eighty shot in one arrow.
Set up a nested “matryoshka” scheme for the top-tier and a half market.
1; You can directly tokenize SVP asset bundles with poor liquidity.
You don’t have to wait for the IPO to exit.
2; Before it lists, the “grasshoppers” (retail investors) can already trade.
3; Pancake handles the issuance and earns transaction fees.
4; Keep users by leaving an entry point to the Binance Wallet.
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
Set up a nested “matryoshka” scheme for the top-tier and a half market.
1; You can directly tokenize SVP asset bundles with poor liquidity.
You don’t have to wait for the IPO to exit.
2; Before it lists, the “grasshoppers” (retail investors) can already trade.
3; Pancake handles the issuance and earns transaction fees.
4; Keep users by leaving an entry point to the Binance Wallet.
#PreIPO #RWA #资产代币化 https://t.co/79fdpMVZe5
1
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Ranking of weekly protocol revenues across major L1s
I’m curious about this TORN, at 5.7M per week.
I looked into it: the protocol revenue is actually the GAS (bandwidth and energy) used when accessing the network, and 99% of the network revenue depends on USDT.
This fee is used for burning.
But this chain’s emissions model is for partner nodes—so of course all this money is Sun Ge’s.
#稳定币 #公链 tron:native https://t.co/yUpHp0c0Q9
Ranking of weekly protocol revenues across major L1s
I’m curious about this TORN, at 5.7M per week.
I looked into it: the protocol revenue is actually the GAS (bandwidth and energy) used when accessing the network, and 99% of the network revenue depends on USDT.
This fee is used for burning.
But this chain’s emissions model is for partner nodes—so of course all this money is Sun Ge’s.
#稳定币 #公链 tron:native https://t.co/yUpHp0c0Q9
I’m curious about this TORN, at 5.7M per week.
I looked into it: the protocol revenue is actually the GAS (bandwidth and energy) used when accessing the network, and 99% of the network revenue depends on USDT.
This fee is used for burning.
But this chain’s emissions model is for partner nodes—so of course all this money is Sun Ge’s.
#稳定币 #公链 tron:native https://t.co/yUpHp0c0Q9
112
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After I reviewed the data, I thought about why the entire on-chain RWA market is around 330 billion.
If we remove 300 billion stablecoins, there’s about 30 billion left.
Of that 30+ billion, roughly 20 billion is gold and U.S. Treasury bonds.
In the remaining 10+ billion, credit plus active strategies add up to about 60–100B.
The rest includes mining tickets, CLOs, PE/VC, stock tokens, real estate, etc.—together totaling several tens of billions.
The question is: the RWA narrative has been going on for years—yet 95% is U.S. dollars and U.S. Treasury bonds. Looking back, the U.S. dollar is actually the best thing to sell.
#稳定币 #RWA #Treasury bond tokenization
After I reviewed the data, I thought about why the entire on-chain RWA market is around 330 billion.
If we remove 300 billion stablecoins, there’s about 30 billion left.
Of that 30+ billion, roughly 20 billion is gold and U.S. Treasury bonds.
In the remaining 10+ billion, credit plus active strategies add up to about 60–100B.
The rest includes mining tickets, CLOs, PE/VC, stock tokens, real estate, etc.—together totaling several tens of billions.
The question is: the RWA narrative has been going on for years—yet 95% is U.S. dollars and U.S. Treasury bonds. Looking back, the U.S. dollar is actually the best thing to sell.
#稳定币 #RWA #Treasury bond tokenization
If we remove 300 billion stablecoins, there’s about 30 billion left.
Of that 30+ billion, roughly 20 billion is gold and U.S. Treasury bonds.
In the remaining 10+ billion, credit plus active strategies add up to about 60–100B.
The rest includes mining tickets, CLOs, PE/VC, stock tokens, real estate, etc.—together totaling several tens of billions.
The question is: the RWA narrative has been going on for years—yet 95% is U.S. dollars and U.S. Treasury bonds. Looking back, the U.S. dollar is actually the best thing to sell.
#稳定币 #RWA #Treasury bond tokenization
167
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In the past month, your income is still not as much as the income from $PONS 2 days.
Stop blowing smoke.
For a one-month contract, total revenue of 1.7 million can support a $5B market cap.
The biggest “pie” can trap you in such misery you’ll wish you were dead.
near:native https://t.co/RKJZqaj1sO
In the past month, your income is still not as much as the income from $PONS 2 days.
Stop blowing smoke.
For a one-month contract, total revenue of 1.7 million can support a $5B market cap.
The biggest “pie” can trap you in such misery you’ll wish you were dead.
near:native https://t.co/RKJZqaj1sO
Stop blowing smoke.
For a one-month contract, total revenue of 1.7 million can support a $5B market cap.
The biggest “pie” can trap you in such misery you’ll wish you were dead.
near:native https://t.co/RKJZqaj1sO
2
2
6.1k
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Partly True
UNI’s destruction speed has been boosted
Everyone says the 5-year tax exemption was all given to UNI
But it’s not entirely like that
Issuance platform—issuance and redemption management fee
Custody platform—custody fee
DEX—trading fee
LP—market-maker spread
Traffic entry point—routing commission
Public chain—GAS fee
All of the above fees are provided by the peasants
#美股代币化 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 https://t.co/T0t7oqsWKj
UNI’s destruction speed has been boosted
Everyone says the 5-year tax exemption was all given to UNI
But it’s not entirely like that
Issuance platform—issuance and redemption management fee
Custody platform—custody fee
DEX—trading fee
LP—market-maker spread
Traffic entry point—routing commission
Public chain—GAS fee
All of the above fees are provided by the peasants
#美股代币化 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 https://t.co/T0t7oqsWKj
Everyone says the 5-year tax exemption was all given to UNI
But it’s not entirely like that
Issuance platform—issuance and redemption management fee
Custody platform—custody fee
DEX—trading fee
LP—market-maker spread
Traffic entry point—routing commission
Public chain—GAS fee
All of the above fees are provided by the peasants
#美股代币化 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 https://t.co/T0t7oqsWKj
2
1.6k
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Verified
Who first touched compliant real-share tokens + listing procedures
First, the procedure
1; issuance registration turns NMS shares into equal-rights real-share tokens; the issuer mints them itself or uses a qualified third-party custodian
2; trading venue TSV US entity + license-based AMM + publicly auditable contracts
The first to run ahead
1; Superstate has already issued real-share shares. Galaxy’s GLXY is already listed, and there are a few more to come.
2; Securitize also has the compliance licenses in place, but for now the stock token doesn’t have as much as Superstate.
3; Ondo still needs to work harder. The underlying real shares remain custodied in the US; the tokens represent rights to that batch of shares and handle proxy voting on that basis—it's still missing some steps in the process.
4; Robinhood and Coinbase are loud, but redemptions and voting are still being filled in; this compliance still has a bit of time.
Summary: Whoever mints the real shares gets the listing pool opened first.
#SEC #代币化股票 #Superstate
Who first touched compliant real-share tokens + listing procedures
First, the procedure
1; issuance registration turns NMS shares into equal-rights real-share tokens; the issuer mints them itself or uses a qualified third-party custodian
2; trading venue TSV US entity + license-based AMM + publicly auditable contracts
The first to run ahead
1; Superstate has already issued real-share shares. Galaxy’s GLXY is already listed, and there are a few more to come.
2; Securitize also has the compliance licenses in place, but for now the stock token doesn’t have as much as Superstate.
3; Ondo still needs to work harder. The underlying real shares remain custodied in the US; the tokens represent rights to that batch of shares and handle proxy voting on that basis—it's still missing some steps in the process.
4; Robinhood and Coinbase are loud, but redemptions and voting are still being filled in; this compliance still has a bit of time.
Summary: Whoever mints the real shares gets the listing pool opened first.
#SEC #代币化股票 #Superstate
First, the procedure
1; issuance registration turns NMS shares into equal-rights real-share tokens; the issuer mints them itself or uses a qualified third-party custodian
2; trading venue TSV US entity + license-based AMM + publicly auditable contracts
The first to run ahead
1; Superstate has already issued real-share shares. Galaxy’s GLXY is already listed, and there are a few more to come.
2; Securitize also has the compliance licenses in place, but for now the stock token doesn’t have as much as Superstate.
3; Ondo still needs to work harder. The underlying real shares remain custodied in the US; the tokens represent rights to that batch of shares and handle proxy voting on that basis—it's still missing some steps in the process.
4; Robinhood and Coinbase are loud, but redemptions and voting are still being filled in; this compliance still has a bit of time.
Summary: Whoever mints the real shares gets the listing pool opened first.
#SEC #代币化股票 #Superstate
710
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According to the SEC's original conditions
None of the stocks on-chain are currently qualified
Most on-chain freely tradable stocks—TOKENS—are price-matched synthetic assets
Under SEC standards, they are not qualified
xStocks
Binance bStocks
Robinhood Chain
Hyperliquid, etc.—perpetual synthetic positions
Common point: there is price exposure, but there are no complete shareholder rights
Among the nearly 3 billion tokenized stocks, reports say most are synthetic.
Whoever complies first will capture the market
Don't try to hoodwink retail investors with synthetic tickets
#SEC #tokenized stocks
According to the SEC's original conditions
None of the stocks on-chain are currently qualified
Most on-chain freely tradable stocks—TOKENS—are price-matched synthetic assets
Under SEC standards, they are not qualified
xStocks
Binance bStocks
Robinhood Chain
Hyperliquid, etc.—perpetual synthetic positions
Common point: there is price exposure, but there are no complete shareholder rights
Among the nearly 3 billion tokenized stocks, reports say most are synthetic.
Whoever complies first will capture the market
Don't try to hoodwink retail investors with synthetic tickets
#SEC #tokenized stocks
None of the stocks on-chain are currently qualified
Most on-chain freely tradable stocks—TOKENS—are price-matched synthetic assets
Under SEC standards, they are not qualified
xStocks
Binance bStocks
Robinhood Chain
Hyperliquid, etc.—perpetual synthetic positions
Common point: there is price exposure, but there are no complete shareholder rights
Among the nearly 3 billion tokenized stocks, reports say most are synthetic.
Whoever complies first will capture the market
Don't try to hoodwink retail investors with synthetic tickets
#SEC #tokenized stocks
166
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Listen to him bragging in the livestream
But I feel that his “bragging” is only worth $500 https://t.co/4pLPfUGPeg
Listen to him bragging in the livestream
But I feel that his “bragging” is only worth $500 https://t.co/4pLPfUGPeg
But I feel that his “bragging” is only worth $500 https://t.co/4pLPfUGPeg
37
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Directly beneficial
ONDO
HOOD
LINK
UNI https://t.co/v0e9jBN9HC
Directly beneficial
ONDO
HOOD
LINK
UNI https://t.co/v0e9jBN9HC
ONDO
HOOD
LINK
UNI https://t.co/v0e9jBN9HC
131
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