I keep coming back to the $MINTFOLIO chart.
โข Ondo onboarded
โข Positioned on Robinhood Chain
โข Still sub-$1M market cap
โข Chart continues to show strength
The disconnect is getting hard to ignore.
I wouldnโt be surprised to see $1M+ mcap sooner rather than later. Like the next 48 hours sooner.
Tokenization helps puts the assets onchain, while innovations like @mintfolio_ makes those assets programmable into investment strategies.
Now what does this mean for users, traders or investors?
1. ๐ฆ๐๐ผ๐ฐ๐ธ๐ ๐ฏ๐ฒ๐ฐ๐ผ๐บ๐ถ๐ป๐ด ๐ฐ๐ผ๐บ๐ฝ๐ผ๐๐ฎ๐ฏ๐น๐ฒ.
This simply means that the likes of NVDA, TSLA, QQQ, SPY, etc. aren't just individual assets anymore, but can be combined into custom baskets.
2. ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ๐ ๐ฏ๐ฒ๐ฐ๐ผ๐บ๐ฒ ๐ฝ๐ฒ๐ฟ๐บ๐ถ๐๐๐ถ๐ผ๐ป๐น๐ฒ๐๐.
Instead of BlackRock, Vanguard or another institution being the only ones creating investment products, anyone can potentially create a portfolio around their thesis.
3. ๐๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ถ๐ผ๐ป ๐ฏ๐ฒ๐ฐ๐ผ๐บ๐ฒ๐ ๐ด๐น๐ผ๐ฏ๐ฎ๐น
Once the portfolio exists as an onchain token, it can potentially be bought and transferred by anyone with access to the ecosystem, rather than being confined to a traditional brokerage product.
4. ๐๐ฟ๐ฒ๐ฎ๐๐ผ๐ฟ๐ ๐ฏ๐ฒ๐ฐ๐ผ๐บ๐ฒ ๐ฎ๐๐๐ฒ๐ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ๐.
This is probably the most important part.
A researcher or trader can imply his conviction.
For instance, trader Klay could say
โI think AI wins", and turn that opinion into an actual portfolio:
๐ฏ๐ฑ% ๐ก๐ฉ๐๐ + ๐ฎ๐ฑ% ๐ง๐ฆ๐๐ + ๐ฎ๐ฌ% ๐๐ข๐ข๐๐ + ๐ฎ๐ฌ% ๐ค๐ค๐ค
Here, Trader Klay isnt just publishing a thesis, but rather creating an investment product around it.
The ultimate Mintfolio standpoint is that,
๐ ๐ถ๐ป๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐๐ป'๐ ๐ท๐๐๐ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ฎ๐ป ๐๐ง๐, ๐ฏ๐๐ ๐ฟ๐ฎ๐๐ต๐ฒ๐ฟ, ๐ถ๐ ๐ถ๐ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ ๐ณ๐ผ๐ฟ ๐ฎ ๐ฝ๐ฒ๐ฟ๐บ๐ถ๐๐๐ถ๐ผ๐ป๐น๐ฒ๐๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ผ๐ณ ๐ผ๐ป๐ฐ๐ต๐ฎ๐ถ๐ป ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฒ๐.
$MINTFOLIO still sub 1m feels a crime as the markets need to reprice this higher.
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