@jukan05 the same story happened in China
coders/pm like use codex/claude/glm/kimi
but normal people use workbuddy&doubao
engineer care about which llm have the best benchmark performance
normal people need something interesting and easy for using
@MartiniGuyYT still in the early stage in this cycle's bull run.
etf flows positive
and lot's of classic Indicators also positive
https://t.co/NSHFjHepb1
@benjamincowen let's some classic Indicators for bitcoin:native
most indicators show that the bull run just started
still need pump 50% to ATH
better performance than gold in Q3
https://t.co/NSHFjHepb1
Digital Gold vs Gold.
bitcoin:native pumped up 46% in the past 3 month.
Gold only 6.7%.
From marketcap side
Bitcoin need 20x to flip gold.
Will this happen in this crypto bull cycle?
@jukan05 TLDR:
Samsung has reassigned its next-generation D0a DRAM label from VCT to wafer-to-wafer hybrid bonding (B1b) to accelerate sub-10nm DRAM commercialization, including potential use in future HBM5.
Digital Gold vs Gold.
bitcoin:native pumped up 46% in the past 3 month.
Gold only 6.7%.
From marketcap side
Bitcoin need 20x to flip gold.
Will this happen in this crypto bull cycle?
Digital Gold vs Gold.
bitcoin:native pumped up 46% in the past 3 month.
Gold only 6.7%.
From marketcap side
Bitcoin need 20x to flip gold.
Will this happen in this crypto bull cycle?
How to beat Warren Buffett' investment?
You do not have to chase memecoin or use 100x leverage trading perps.
Buy bitcoin:native in july or now.
Time stand by all bitcoin holders' side.
Be patient.
Since the market bottom:
bitcoin:native is up +46%.
zcash:native ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 lead the pump up.
Will $Hype $BNB dogecoin:native catch up in the next altseason?
#altcoin
Since the market bottom:
bitcoin:native is up +46%.
zcash:native ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 lead the pump up.
Will $Hype $BNB dogecoin:native catch up in the next altseason?
#altcoin
Since the market bottom:
bitcoin:native is up +46%.
zcash:native ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 lead the pump up.
Will $Hype $BNB dogecoin:native catch up in the next altseason?
#altcoin
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Launch Rocket Crush, lock your multiplier before the crash, and earn USDT / $HOOD / $AAPL / $DOGE/ $NVDA rewards.
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$2,500 shared by all Points holders based on their share of total Points
$500 shared by the Top 100 inviters
📅 Sep 21, 2026-Sep 28,2026
Fuel up. Launch. Lock. 🌕
Who will make it to the moon?
SEC Innovation Exemption Bags
The SEC’s Innovation Exemption opens a regulatory pathway for tokenized U.S. equities to enter onchain market structures.
Following the stack from Tokenization → Exchange → Settlement → Oracle → Liquidity → Credit, here are 7 stocks + 13 crypto assets on my watchlist.
Data as of Sep. 21, 2026, 17:00 UTC+8. Performance is measured from Sep. 17, the day the Innovation Exemption was issued.
STOCKS LIST
$SECZ | Tokenization / RWA | +21.6%
Securitize. One of the most direct tokenization infrastructure plays on this list, focused on bringing traditional securities onchain.
$COIN | Exchange / Infrastructure | +11.7%
Coinbase. Trading, custody and institutional infrastructure — with a potential long-term evolution from a crypto exchange into an Onchain Capital Markets Gateway.
$HOOD | Retail Distribution | +9.1%
Robinhood. A unified retail gateway for stocks, options and crypto, making it a natural distribution-layer exposure to TradFi → Onchain.
$BLSH | Crypto Exchange | +9.8%
Bullish. Institutional crypto trading infrastructure, with exposure to growing institutional trading and liquidity demand across digital markets.
$CRCL | Stablecoin | +7.9%
Circle. The USDC issuer. Its key exposure isn't tokenized stocks themselves, but the potential growth of Onchain Dollar Settlement infrastructure.
$MSTR | Crypto Treasury | +16.4%
Strategy. Less about tokenization infrastructure and more about regulatory clarity → institutional adoption → BTC demand. Think Crypto Asset Beta.
$BMNR | Crypto Treasury | +8.7%
BitMine. ETH treasury exposure and a second-order proxy for Ethereum's role as a programmable settlement layer.
CRYPTO LIST
$BTC | Monetary Asset | +6.3%
Less directly tied to tokenized equities, but a major proxy for broader Institutional Crypto Adoption as U.S. regulatory clarity improves.
$ETH | Settlement | +9.0%
The programmable settlement layer for smart contracts, tokenized assets and stablecoins — core infrastructure for the Onchain Capital Markets thesis.
$SOL | Execution | +11.6%
High-throughput, low-cost execution infrastructure with natural exposure to high-performance onchain financial markets.
$LINK | Oracle | +12.0%
The data and interoperability layer connecting TradFi with blockchains. Tokenized equities still need prices, corporate actions and real-world data delivered onchain.
solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 | Oracle / Market Data | +8.9%
Real-time financial market data infrastructure, mapping directly to the growing demand for low-latency price feeds in onchain markets.
$UNI | AMM / Liquidity | +32.3%
One of the most interesting structural proxies. The SEC framework explicitly brings permissioned AMMs / liquidity pools into the tokenized-securities experiment.
solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R | AMM / Solana | +13.3%
Solana-native liquidity infrastructure. If more financial assets migrate to Solana, liquidity venues become a critical part of the stack.
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN | Aggregator / Trading | +24.8%
A major Solana trading and liquidity aggregation layer — essentially an Onchain Liquidity Aggregation play.
$AAVE | Credit | +15.6%
A second-order beneficiary of tokenized-asset financialization: Assets → Collateral → Lending → Onchain Credit
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 | RWA / Tokenization | +14.7%
One of the clearest crypto-native RWA exposures, mapping directly to the long-term migration of traditional financial assets onchain.
$BP | Exchange / Distribution | +66.2%
The Backpack ecosystem token, representing crypto-native exchange, wallet and distribution infrastructure.
$AVAX | Blockchain Infrastructure | +46.6%
Institutional / RWA blockchain infrastructure, with exposure to customized execution environments for bringing financial assets onchain.
$ARB | Scaling / L2 | +27.6%
Ethereum scaling exposure. If more financial activity settles within the Ethereum ecosystem, L2s can provide the lower-cost execution layer.
From Sep. 17 → Sep. 21, the strongest performers on this watchlist were:
$BP +66.2%
$AVAX +46.6%
$UNI +32.3%
$ARB +27.6%
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN +24.8%
$SECZ +21.6%
One important distinction: Performance after the Innovation Exemption ≠ performance caused by the Innovation Exemption.
Four days is far too short to establish causality, especially with the broader crypto market moving at the same time.
What matters more is the infrastructure underneath this watchlist:
Tokenization → Distribution → Settlement → Execution → Oracle → Liquidity → Credit
If traditional securities increasingly become programmable onchain assets, these are the layers that need to be rebuilt — and potentially repriced.
I’ll keep tracking this watchlist as the Onchain Capital Markets thesis develops.
“Exposure” refers to our industry-chain mapping, not SEC endorsement of any company, protocol or token. Not investment advice.
@blknoiz06 still early for the bull market
bitcoin:native hit only 80k
still 50% pump for ath
it is the best time to prepare the altseason coming:
https://t.co/bguSoM7I4M