Lily

Learning about someone is one of the most beautiful things. I love real conversations and not that small talk

[Lily @Pound8_81]

Wataa

[Lily @Pound8_81]

https://t.co/L0YPWtBA0W

[Lily @Pound8_81]

https://t.co/4KgAr6YjFI

[Lily @Pound8_81]

https://t.co/T7GGh3yQSq

[Lily @Pound8_81]

https://t.co/63Q9oC9yG5

[Lily @Pound8_81]

https://t.co/jpckNlpduH

[Lily @Pound8_81]

https://t.co/Z2KjRiIHJd

[Lily @Pound8_81]

The view from here is breathtaking in every detail What a magnificent part of the planet

[Nest @NestUSD]

https://t.co/BCt4eKZbim

[Nest @NestUSD]

spend the dollar, keep the stocks 📅

[Nest @NestUSD]

Starting today: depositing xStocks on Nest earns xPoints from @xStocksFi and Nest Season 1 points

- xPoints from @xStocksFi (categorized as lending activity)
- Nest Season 1 points (5 pts/$/day on CDP debt, +10 if the borrowed nUSD is staked into snUSD)

Same equity, same dividends, two seasons accruing points

[Nest @NestUSD]

Nest's nUSD just crossed $1,000,000 in TVL

Tokenization is one of the fastest-growing sectors in crypto, and Solana is leading. @xStocksFi at ~$500M in supply. @Backpack scaling fast across SPCX, MU, SNDK, and DRAM. Over 250,000 combined holders

Nest turns those positions into productive capital. Tokenized stock holders can deposit their equities as collateral, mint nUSD against the position at 3% APR, and stake into snUSD for ~6% APY. The equity exposure stays, and the dividend flows through, while the dollar earns

The projections match the trajectory:
- BlackRock: $5 Trillion in tokenized assets by 2030
- Citi: $5 Trillion
- BCG: $16 Trillion
- Bernstein sees the stablecoin market at $2 trillion
@Solana is on pace to capture the majority of tokenized equity flow

Nest is pioneering the stablecoin layer for that flow, and Season 1 ends September 8th

[Nest @NestUSD]

Thank you first to every $NEST holder & early $NUSD holders

You are the sole investors of Nest: $6M circulating market cap, $15M FDV, and $2M in the @MeteoraAG TVL. All of it earned or bought on the open market, with no VCs, and no KOL allocations or advisor tokens. Every $NEST is held by someone who bought their tokens to be here

And thank you to @solana, @xStocksFi, @kamino, @PythNetwork, @backpack and every solana builder that made Nest possible. Building here has been different from anywhere else in crypto: every protocol is open, every founder is reachable, every leader has shown up. There is no ecosystem where a two-week-old team could move this fast with this much support

This is only the beginning

[Nest @NestUSD]

Every dollar of nUSD in circulation is backed by $1.50 of real reserves across three sources

$791,000 total TVL, with:
- $414K in PSM USDC (52%)
- $235K in tokenized equity collateral (30%)
- $143K in @MeteoraAG LP positions (18%)

$526,000 of nUSD in circulation

The $NEST token sits at $11.5M FDV, $4.59M market cap, and $1.64M of liquidity on the @MeteoraAG pool. snUSD continues to pay ~6% APY from real protocol revenue

Season 1 runs in parallel. 100,000 points distributed pro-rata every day across snUSD, nUSD, CDP debt, and Meteora LP positions. $6,000 weekly stablecoin rewards for @MeteoraAG NUSD liquidity providers

Two weeks in, the protocol is shipping, the dollar is being used, the wallets that showed up first are getting paid

All verifiable at https://t.co/L4DgP8odR0

[Nest @NestUSD]

Two weeks ago, there was no stablecoin backed by tokenized stocks

Today, NUSD lives on @solana:
120 users holding $588,000 TVL backing $439,000 $NUSD circulating, with 9 collateral types live

2 NUSD @MeteoraAG pools live with $110,000 TVL between $SOL, $USDC and $NUSD

32,800 $NEST burned via daily buyback from Nest's stablecoin surplus revenue

How we got here, in a few tweets 🖇️

[Netflix @netflix]

Zoey Deutch and Nick Robinson answer the age-old (relatively new) question: What is a voicemail and how do I leave one?

Voicemails for Isabelle is now playing.