JudeDefi

Yap?? Snap??? I do both! @KaitoAI and @cookiedotfun are cool!

[Gohan 🧬 @0x99Gohan]

Sth racked my brain these days..

Tokenized stocks were already one of the biggest RWA narratives to watch.

But @OndoPerps makes me think the next stage is even catchier

→ Because the first wave was simple: bring stocks onchain

But.. having tokenized exposure is not enough

Real questions are:

▸ Can this asset actually do something?
▸ Can it trade with depth?
▸ Can it move across markets?
▸ Can it become collateral?
▸ Can it support real strategies instead of just sitting in a wallet like a receipt?

And from some corners, Ondo Perps is standing out with 20x leverage, which is kinda enough these days

More than that, this is one of the first times tokenized stocks start behaving like working capital

You can have exposure to names like Nvidia, Tesla, Apple, Meta, Coinbase, Microsoft, Robinhood, SpaceX, gold, oil, US indices etc..

And instead of treating those assets as dead holdings, they can now sit inside a derivatives platform and be used as collateral.

That changes the whole RWA conversation and these assests start moving toward market structure:

▸Spot exposure was step 1
▸24/7 trading was step 2
▸Collateralized perps look like step 3

➜ That’s where things get serious

Ayk:
▸Traditional markets are full of capital efficiency
▸Equity holdings can support loans
▸Treasuries can support repo
▸Collateral moves between balance sheets
▸Risk gets hedged through derivatives

Crypto already understands this very well with BTC, ETH and stablecoins

Kay, nice idea, but what can I actually do with it?

Tokenized stocks have mostly been stuck in this phase

→ Ondo might change that

And ofc, the fine print matters. Perps are risky. Leverage is risky.

Tokenized assets also come with legal, jurisdictional and structural constraints, not available everywhere, not for everyone.

But that’s also why this update matters to me.

→ Because real RWA growth will not come from pretending those risks don’t exist.

It comes from building products that acknowledge the structure and still make the asset more useful.

Therefore, my thesis is pretty simple:

▸Stablecoins proved dollars can move better onchain
▸Treasuries proved yield can be distributed onchain

Tokenized stocks are now trying to prove that global market exposure can become composable onchain.

❌ “Look, we tokenized it”
⭕️“Now trade it, collateralize it, hedge it, and build strategies around it”

→ Ondo Perps is one of the clearer signs that this category is moving

Because the endgame of RWA is making real world assets usable inside crypto-native financial systems

And if Ondo can keep solving liquidity, collateral, compliance and distribution at the same time, then tokenized equities may become way more important than most people are pricing in rn

NFA ofc

But I think this is one of the more important onchain capital market updates to watch closely

[JudeDefi @JulytintheX]

@0x99Gohan @OndoPerps This is where RWA stops looking like a receipt collection

[JudeDefi @JulytintheX]

@0xFattDeFi @sixsevenapp @1winToken Telegram mini-apps are basically crypto’s seasonal allergy

[FattDeFi @0xFattDeFi]

Funny how narratives work.

⭕️2024: Everyone laughed at tap-to-earn.
⭕️2025: Everyone moved on.
⭕️2026: Telegram mini-apps are quietly making a comeback...

And somehow I'm tapping again 😂

Ngl, the first thing that came to mind when I saw @sixsevenapp was the @1winToken tap game

Crazy how one simple mechanic can instantly trigger memories from the last Telegram cycle.

Maybe that's the point.

It's bouta bringing people back.

Telegram mini-apps have been quiet for months.

The second wave can be bigger than the first tho...

[JudeDefi @JulytintheX]

@0xFattDeFi @1winPro The market really said aura is not a stat category

[FattDeFi @0xFattDeFi]

🇦🇷 Messi: 7 goals
🇫🇷 Mbappé: 7 goals
🇳🇴 Haaland: 7 goals
.....................................
🇵🇹 Ronaldo: no. 7

Same number, diff market reaction 😂

But looking at the @1winPro prediction board, the market is clearly not buying the meme.

Mbappé is still leading the Golden Boot race with 49%, Messi follows at 34%, while Haaland sits at 14%.

➜ The market respects the aura, but still prices Mbappé like the guy most likely to finish the job.

Ronaldo at 2% tho…

Even prediction markets had to separate “goals” from “iconic number” lmaoo

World Cup narratives are fun, but the odds board is where the cold truth lives.

Who are you backing for Golden Boot on @1winToken? 👀

[JudeDefi @JulytintheX]

@0xFattDeFi Cape Verde really turned a casual match into emotional damage with 1win open

[FattDeFi @0xFattDeFi]

🇨🇻 Cape Verde really gave us one of the coldest WC26 stories.

▸Tiny island nation.
▸No superstar squad.
▸Still went unbeaten in group stage.
▸Kept a clean sheet against Spain, led by Lamine Yamal, one of the tournament favorites.
▸Went toe-to-toe with Federico Valverde's Uruguay.

Then pushed Argentina to the edge in Round of 32.

That 3-2 game was pure cinema.

Ngl, I didn’t even care that much before kickoff…

Then 1win made me actually watch the whole thing 😂

Be honest tho.

Who caught profit from that match on @1winPro ? 👀⚽

[JudeDefi @JulytintheX]

@0xFattDeFi A beautiful UI means nothing if resolution rules are unclear

MoMNTum

[FattDeFi @0xFattDeFi]

❌Watching WC26 highlights?
✅Opening @1winPro to check how my bag updates?

Or

❌Watching WC26 on TV?
✅Opening @1winPro to see which airline is taking-off next?

Every knockout night be like an airport board rn.

▸Spain's @Iberia Airlines?
▸TAP Air Portugal Airlines?
▸Argentina's Aerolíneas Argentinas Airlines?

Who’s departing next?

Who’s getting delayed?

And who’s getting cancelled before boarding?

Take your place 👇

[JudeDefi @JulytintheX]

@0xFattDeFi @1winPro @Iberia Delayed? That's what extra time is for.

[JudeDefi @JulytintheX]

@0xFattDeFi @itsdonebyanna Even AI might ask for VAR after reading the standings lmaoo

[FattDeFi @0xFattDeFi]

So...@itsdonebyanna handles 47 tabs in a parent's brain.

Respect.

Now let her try handling:

▸ third-place rankings
▸ goal difference
▸ FIFA allocation matrix
▸ CR7 fans saying "it's obvious"

If she survives that...I'll download it 😂

Then...I'm so serious about collab between @1winToken x @itsdonebyanna

[JudeDefi @JulytintheX]

@0xFattDeFi One goal can change four teams' situations instantly

[FattDeFi @0xFattDeFi]

Funny thing about World Cup 2026 😂

A team can literally finish 3rd and still stay alive.

Which means half the fans celebrating after Matchday 2 probably have no idea what's actually happening.

Cristiano Ronaldo scores 2 goals last night and everyone becomes an analyst.

Meanwhile I'm still trying to calculate who needs a draw, who needs a win and who's secretly qualifying in 3rd place ⚽

This format is chaos.

And honestly, I kinda love it.

Put my bag this WC on @1winToken 🤣

[FattDeFi @0xFattDeFi]

https://t.co/bcVohJk8zz

[JudeDefi @JulytintheX]

@0xFattDeFi Group chats have always been prediction markets without settlement 😂

[JudeDefi @JulytintheX]

@0x99Gohan Sports odds and prediction markets were always cousins anyway

[Gohan 🧬 @0x99Gohan]

https://t.co/KA5jZavxn3

[JudeDefi @JulytintheX]

@0xFattDeFi The winning apps will hide complexity, not celebrate it