AI agents are starting to generate value, but most of that value still leaks.
I think @HeyAnonai is one of the first systems trying to capture and compound that value at the capital layer.
– Agents launch and allocate capital through its system
– Liquidity flows via Raydium on Solana
– And every serious agent needs $ANON as base liquidity
With ~19% of onchain activity already tied to agents (per @DWFLabs ), this starts to look less like tooling and more like owning the issuance + liquidity rails for AI-driven capital.
If agents become the users, then $ANON sits where their capital is deployed, recycled, and scaled. Let's see.
SEC is preparing to greenlight blockchain-based tokenized stock trading.
Tokenized stocks turn real shares like Apple or Nvidia into blockchain tokens.
– You own a direct or fully backed claim.
– Trade them 24/7. Settle instantly.
– Pay fractions of traditional fees.
For context, NYSE is building a dedicated platform for tokenized U.S. equities and ETFs with 24/7 trading and stablecoin funding.
– Nasdaq already has SEC approval and targets live tokenized settlement by late Q3 2026.
– Morgan Stanley rolls out tokenized stock trading on its ATS in the second half of 2026.
– Offshore leaders like Ondo Global Markets and Kraken xStocks already move billions in volume.
From a macro lens I see 3 clear wins.
First, it unlocks liquidity in off-hours and across borders, tightening global capital allocation.
Second, it slashes intermediary costs and speeds up corporate actions like dividends and voting when done natively onchain.
Third, it pulls more retail and emerging-market capital into U.S. equities without the usual custody drag.
I track the capital flows and these protocols stand to gain the most:
[1] $HYPE is one of the clearest winners. Tokenized stocks give @HyperliquidX native RWA perps that trade 24/7 with instant settlement.
[2] $ONDO gets full legitimacy. @OndoFinance the largest tokenized stocks issuer with over $1.5BTVL, 200+ assets, and live voting integration via @Broadridge.
[3] Lending protocols that accept tokenized stocks and ETFs as collateral will see TVL explode.
→ $MORPHO | @Morpho already integrated Ondo’s SPYon and QQQon as isolated collateral. Users borrow stablecoins against equity exposure without selling.
→ $KMNO was the first major lender to onboard xStocks. @kamino Lend now lets holders post Apple, Tesla, or ETFs and borrow against them on Solana.
→ $FLUID | @0xfluid adds another clean vector for the same capital efficiency play.
I see no other DeFi vertical that gets this direct, scalable lift from the SEC move. The protocols above are already positioned and executing.