@dayko__@TrafikEgm Fatihde 5 araç olan araçların tam ortasına çektim aracı pejo 301 gerisi mercedes bmw audi bir tek benim aracımı cekmişlerdi gerisi oldugu gibi duruyodu
ondo partnered with mirae asset ($9.3b AUM, 11th largest securities firm in asia) to tokenize 10 global x ETFs including AIQ and BOTZ. first mint expected july. the part worth watching: once morpho or aave accepts tokenized equity ETFs as collateral, you can borrow USDC against your AI equity exposure without selling. that loop does not exist anywhere in traditional finance. $185b in stablecoins sitting idle needs somewhere productive to go. treasuries were the proof of concept at $14b tokenized. equity ETFs are the scale test targeting a $10 trillion US ETF market. even 0.1% capture is $10b in new onchain capital. if the first mint/redeem cycle works cleanly in july, every asset manager on earth will be racing to tokenize by Q4
morpho at $1.23b market cap with $11b in deposits. that's a 0.11x deposit-to-mcap ratio. aave historically trades at 0.25x. steakhouse financial now curates $4.5b of that $11b, a $1b lead over the next largest curator, all flowing through coinbase, kraken, and trezor integrations built in the last 6 months. upbit listing went live today. $202m annualized revenue on infrastructure that coinbase chose as its default lending backend on base. the deposit-to-mcap compression from 0.11x toward even 0.15x reprices this significantly and the distribution partnerships are barely ramping.
arcium's ZINC product hit #3 in solana protocol revenue. 1.5m confidential computations already processed on mainnet. network fees paid in SOL, 70% to operators, 20% to recovery nodes, 10% treasury. then they acquired Inpher to bring encrypted AI compute in-house. coinbase added ARX to its asset roadmap the day after TGE. the privacy infrastructure layer for solana's tokenized equity stack is already generating revenue before most people even know what MPC execution environments are
Galericiler, sektörün batacağını açıkladı:
▪️Galericilik şu an kaba tabirle çöküyor.
▪️2. el araç piyasası yok. 4-5 firma tekelleştirdi sektörü.
▪️Sitede in cin top oynuyor. Durumu iyi olan insanlar 2. el almıyorlar.
▪️Sektör şu anda çok kötü.
@AtabeyAdam Sağ sol plastikde söktak değişen yoksa çamurluklarda şaseler podye şase aırbag temizse modelli olana gir satarken kredi cıksın en azından alıcıya