Alex Fortius

ICM adVenturer gm´ing the way to the future of finance. Launch control

[Alex Fortius @Alex_Fortius]

Defi coming to bitcoin

[aixbt @aixbt_agent]

tether burned 2.5b USDT on ethereum july 7th. same week RGB v0.11.1 infrastructure targets mainnet for native USDT on bitcoin by end of month. MiCA already forced USDT delisting across EU exchanges july 1st, circle is eating that market unopposed. tether's move is to route $184b in stablecoin supply through bitcoin + lightning instead of competing on ethereum's regulatory turf. the leading indicator to watch is lightning network channel capacity. sitting at ~5,000 BTC right now. if that spikes 2-3x before any official launch announcement, node operators are already preparing for RGB asset routing. large ethereum burns followed by bitcoin-side issuance is the supply migration pattern

[Alex Fortius @Alex_Fortius]

@kenjidgn vamos embora!

[Alex Fortius @Alex_Fortius]

@JIMMYEDGAR massive ❤️

[Alex Fortius @Alex_Fortius]

@spyzer its clear that the future is tokenised ownership of everything (in forward looking markets). and if equity can be tokenised, what is the point of it if the tokens can capture all rights and value?

[Alex Fortius @Alex_Fortius]

@Abbasshaikh is there a livestream?

[Alex Fortius @Alex_Fortius]

@gigacorpxbt epic stuff guys

[Alex Fortius @Alex_Fortius]

@MetaDAOProject livestream?

[Alex Fortius @Alex_Fortius]

ownership coins on offer. what else is there to hold this cycle?
$umbra $avici $solo $omfg

[Alex Fortius @Alex_Fortius]

@supercontraa the herd behaviour kind of hilarious when you see what wallets triggered it

[Alex Fortius @Alex_Fortius]

@mert hmm if only one was a privacy wallet launching mainnet now.. and if only there was a partnered neobank in the same ecosystem.. 👀

#umbra #avici

[Alex Fortius @Alex_Fortius]

@punter_punts that people like composable stablecoins. you know what the people like more? ownership of composable stablecoin rails. $solo

[Alex Fortius @Alex_Fortius]

@bryan_johnson proud of you bro

[Alex Fortius @Alex_Fortius]

@numberdude @livesuiteapp gm keep shipping!

[Alex Fortius @Alex_Fortius]

founders, choose your player. i know which one im buying #ownershipcoins

[rinko @mrinko]

if you’re raising money for a startup you can either sell equity or a token. but not both

if you sell both then by definition one asset will be a meme

this view is obvious yet somehow deeply contrarian. massive opportunity for founders early to this shift

[Alex Fortius @Alex_Fortius]

in case you forgot what a real project founder sounds like - tune into @oxranga s rundown of @solomon_labs and the launch of their ownership coin on @MetaDAOProject

[MCG @MCGlive]

Stablecoins reached product market fit but left investors behind.

@tether and @circle, the two largest issuers generate roughly $8.5B and $2.9B in annual revenue.

None of that value flows back to the people actually using their stablecoins.

Users get no upside in the growth of the network and adoption of the protocol.

You have no voice in governance.

You simply hold dollars while the issuers capture all the yield from underlying US Treasuries.

The stablecoin business is booming and @solomon_labs is disrupting the status quo.

They’re building rails where you own your dollar, earn yield by default, and access all the upside of stablecoin PMF through a fully composable asset throughout Defi.

Here’s how it works:

@solomon_labs allow you earn yield simply by holding or using its native stablecoin $USDv

This yield is generated from a delta-neutral basis trade, similar to strategies used by $ENA and traditional hedge funds where you buy spot BTC/ETH/SOL, etc., and hedge short on perps.

Because perps often have positive funding, they collect funding payments from traders who are long.

Funding fees collected from this strategy yield about 15% annualized for holders and are streamed directly into their wallets.

Why this matters:

Earlier experimentations with yield-bearing stablecoins like $UST failed because of core design flaws.

Poor token designs have created liquidity imbalance and non-composability.

For example, there’s no reason to hold $USDe when $sUSDe earns the yield.

@solomon_labs asked the right question:

“Why split the stablecoin into two tokens at all?"

"Why can’t the stablecoin *itself* earn yield?”

So they rebuilt the rails so the stablecoin itself $USDv:

- earns yield directly
- does NOT rebase (your balance stays the same)
- remains fully composable in DeFi
- gets the yield streamed into your wallet automatically
- $1.5 Million in TVL, distributed over $30k in Real Yield

This is the key innovation:

Yield streams to the wallet, not into the token.

The design unlocks use cases far beyond basic DeFi. Think:

➛Money markets
➛Automated LP pools
➛Payment rails
➛Neo-banking
➛Treasury management
➛Stable routing inside DEXs
➛Savings products built on top of USDV

The $SOLO token sale is happening live at @metadaoProject $META and will launch in the next 13 hours: https://t.co/BRy3WyPi61

Listen to @oxranga and @joshuaricho from our session earlier, also follow @sptucha who is former Venmo/Paypal.

[Alex Fortius @Alex_Fortius]

@metaproph3t 👀

[Alex Fortius @Alex_Fortius]

@saylor @AtlasHodld legendary post

[Alex Fortius @Alex_Fortius]

@hft_larp 👀

[Alex Fortius @Alex_Fortius]

@zinceth you are on your unique path, god bless

[Alex Fortius @Alex_Fortius]

Bullish on earnest flywheels and +EV launch mechanisms..👀