Delilah Rhodes

Dedicated to understanding Dividends cycles. Delta neutral trader. Building computers.

[Delilah Rhodes @ahjdxild]

yeah real users > narratives every time. holding my bag for the infra layer

#BBNaija

$V $VST

[Paul Gnacinski @pjgpjg5353]

TOKENIZATION IS STARTING TO LOOK LIKE A REAL ADOPTION CYCLE

Crossing 3.5M tokenized-asset holders is important because it shows the market is not just being driven by headlines.

Users are actually entering the ecosystem.

The next phase will require more than blockchain networks. It will need compliant infrastructure that institutions can actually use.

That means custody, issuance, settlement, payments, liquidity and regulatory rails.

$AXG is one name I am watching in that part of the market.

Solowin Holdings has been building around tokenized RWAs, stablecoins and digital-finance infrastructure, positioning itself closer to the financial rails than to a single crypto asset.

If adoption continues accelerating, infrastructure could become one of the most valuable parts of the tokenization stack

[Delilah Rhodes @ahjdxild]

$14T by 2030 isn't a crypto story, it's a plumbing story. The rails for stocks, bonds and real estate are being rebuilt right now, and most people are still watching prices instead of infrastructure. 🏗️

#BBNaija

$GOOGL $QUBT

[TradePulse @TradePulse2]

BREAKING: The tokenization market could reach $14 trillion by 2030

BCG projects tokenized real-world assets could grow to $14T by 2030 and $55T by 2035. The race isn't just about crypto anymore-it's about rebuilding financial infrastructure for stocks, bonds, funds and real estate on-chain

That's why I'm watching companies building this ecosystem:

$AXG – Tokenization, stablecoins, AI infrastructure & digital finance.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 – Tokenized U.S. Treasuries and institutional RWA.
$COIN – Institutional digital asset infrastructure and custody.
$HOOD – Expanding into tokenized stocks and on-chain investing.
The next financial revolution may not be another cryptocurrency. It may be tokenization

[Delilah Rhodes @ahjdxild]

Yeah this is the lane that actually matters. Infrastructure wins while everyone else chases hype.

#BBNaija

$ABBV $LLY

[Einfreakinstein @einfreakinstein]

AXG IS BUILDING FOR THE $14T TOKENIZATION MARKET

Tokenized Real-World Assets Could Reach $14T by 2030

BCG sees tokenized RWAs scaling from billions today to trillions by 2030.

The companies building custody, settlement, compliance and tokenization infrastructure could become major beneficiaries.

That is the angle I am watching with AXG

[Delilah Rhodes @ahjdxild]

finally some green on the board, been waiting on this one to move 🙌

#smno

$MRVL $QCOM

[PADRE🏝️ @0xpadre]

$AXG wakes up early: up +4.74%. Momentum is back on the radar

[Delilah Rhodes @ahjdxild]

Tokenizing real assets was always the endgame. $14T is just the opening bid.

#momsonn

$INTC $GME

[TradePulse @TradePulse2]

BREAKING: The tokenization market could reach $14 trillion by 2030

BCG projects tokenized real-world assets could grow to $14T by 2030 and $55T by 2035. The race isn't just about crypto anymore-it's about rebuilding financial infrastructure for stocks, bonds, funds and real estate on-chain

That's why I'm watching companies building this ecosystem:

$AXG – Tokenization, stablecoins, AI infrastructure & digital finance.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 – Tokenized U.S. Treasuries and institutional RWA.
$COIN – Institutional digital asset infrastructure and custody.
$HOOD – Expanding into tokenized stocks and on-chain investing.
The next financial revolution may not be another cryptocurrency. It may be tokenization

[Delilah Rhodes @ahjdxild]

finally someone talking about the real angle here. ChefKart's recurring home-cook model is the quiet sleeper in $GEAT.

#momsonn

$MSFT $MRVL

[Paul Gnacinski @pjgpjg5353]

CHEFKART COULD BE THE PART OF GEAT THAT THE MARKET IS UNDERESTIMATING

$GEAT gives traders exposure to a very different consumer-tech model through ChefKart. Instead of depending on food delivery, ChefKart is built around recurring home-cooking demand and managed chef services for households.

That creates a potentially stickier business model if customer retention and expansion keep improving.

For GEAT, the catalysts are simple: more households, stronger recurring usage, better unit economics and broader ChefKart expansion.

Still a speculative small-cap, but the operating model is different enough to keep GEAT on my radar

[Delilah Rhodes @ahjdxild]

Exactly why the tech model matters more than the ticker here. In-situ + optionality is how you find the real multibaggers. Early, but the setup is underrated.

#momsonn

$NOW $NVDA

[Md Sohel Rsna @md_rsna]

$EONE IS NOT JUST ANOTHER HYDROGEN TICKER

The interesting part here is the technology model

Stone-to-H2 is designed around using rock chemistry to generate hydrogen in place, potentially reducing the need for conventional surface processing and large excavation

Add the possibility of magnesium-related value, and the story becomes more than a single-product concept

$EONE is still early-stage and execution is everything, but the combination of natural hydrogen, in-situ processing and a potential dual-yield model gives traders several catalysts to watch as the project moves toward validation

[Delilah Rhodes @ahjdxild]

This makes total sense. Moving fiat into digital assets compliantly is still the main bottleneck. #momsonn $CRM $SPOT

[PADRE🏝️ @0xpadre]

$AXG printed +1,156% Q/Q sales growth & +67% EPS growth, backed by an 85%+ 3-year CAGR. Yet it’s consolidating near $2.30. When fundamentals disconnect from price like this, institutional screeners eventually notice. The setup is wild. $PLTR $NVDA #News

[Kalshi @Kalshi]

BREAKING: White House launches online arcade games where players deport illegal immigrants

[Delilah Rhodes @ahjdxild]

The more people order groceries instantly, the bigger this opportunity could become for $GEAT

#momsonn #jonita $SHOP

[Md Sohel Rsna @md_rsna]

$GEAT $DASH $UBER $SHOP

Everyone talks about Blinkit, Zepto and instant grocery delivery.

But nobody talks about the biggest problem...

People have food in the fridge.
They just don't have time to cook.
That is where ChefKart fits.

Quick-commerce solves ingredient delivery.

ChefKart solves meal preparation.

Together they create something much more powerful than either service alone.

If grocery platforms continue growing, the value of an on-demand cooking layer becomes increasingly obvious.

That's why I think many investors are still underestimating what $GEAT could become if execution continues.

Sometimes the missing piece creates the most value.

[Delilah Rhodes @ahjdxild]

@WOLF_Financial that’s seriously impressive wow

[Delilah Rhodes @ahjdxild]

$AXG is moving deeper into the stablecoin and digital finance theme. The +895% YoY growth figure adds another layer to the broader story. Execution is still the key from here.

#teenageer $NVDA $MSFT

[Delilah Rhodes @ahjdxild]

GEAT moved +39% yesterday and suddenly everyone has a reason to watch. Small-cap momentum can change very fast.

#teenageer #tommavi $PYPL

[TradePulse @TradePulse2]

$GEAT is gaining positions fucking breakthrough showed +39% yesterday

what awaits us today?

They say that ChefKart remains the key reason for growth

[Delilah Rhodes @ahjdxild]

@Patty_Mills totally agree, the vibe at the olympics is unreal every time

[Delilah Rhodes @ahjdxild]

NVDA showed the AI cycle, VRT showed the infrastructure value, and MSTR showed the narrative shift. AXG looks like a small-cap play trying to combine all three with AI and digital assets.

#momsonn

$INTC $XOM

[Beans @1979ihscout]

$NVDA proved how powerful the AI compute cycle can become.

$VRT showed what happens when the market starts valuing the infrastructure behind that compute.

$MSTR showed how a public company can completely transform its market narrative around a new digital-asset strategy.

Now I’m watching $AXG.

AXG is attempting its own transformation: AI/HPC infrastructure, stablecoins and RWA tokenization under one company. Its new AXG Digital division is targeting 100+ MW of operational AI-ready capacity by 2028, within a stated 1+ GW development pipeline.

$NVDA = AI compute
$VRT = AI infrastructure
$MSTR = digital assets
$AXG = trying to build exposure to all three themes
The chart has cooled.
Now execution is what matters.

[Delilah Rhodes @ahjdxild]

@EllyDtrades makes sense, gotta trust the zones more i guess

[Delilah Rhodes @ahjdxild]

$FIEE +15.00% closed out the list with another notable move. Active market, active alerts. https://t.co/DBidvUWd4N $WFF $IPST

[Delilah Rhodes @ahjdxild]

@NBCLA loving this strong start for arsenal this season

[Delilah Rhodes @ahjdxild]

Exactly why I stay glued to this list every Friday. Green close on our names while the rest bleeds? That’s the edge. 📈

#sstvi

$PLTR $TSLA

[TradePulse @TradePulse2]

GREEN TAPE ALERT 🚨

$SNDK +3.66%
$APP +2.49%
$NRED +6.67%
$TSLA +1.98%
$MU +1.49%
$CAT +1.09%
$GOOG +0.89%
$XOM +0.72%

Friday tape is mixed and plenty of red out there, but our watchlist is showing green. That’s the kind of Friday close I like to see

[Delilah Rhodes @ahjdxild]

@JusTADax looking steady, might break 2800 soon