@kevinlhr88 I disagree
As a strc holder
I will take the pov of a debt holder
I only care about the collateral which will be used to pay me
And the will of the player to play long term games
Congratulations to @Re on a successful TGE 👏🏻
Pendle YT and LP holders, gentle reminder to claim your ethereum:0x526526528f35ac738177003b8773b402b8df8143 tokens:
Let me explain
You invest in companies that build the future bla bla
These companies might need to raise debt
The buyers of that debt need to understand the company complexity
Now
The buyers of the debt have a simpler way to know assets are safe
They just look how much bitcoin saylor holds
You are confused if you think that is more complex than
Its the most simple to understand
@Bankless is ruined
David sold eth
Bought the current trend
Privacy (zcash and venice)
Perps (hype and lit)
And now every episode is for
Pushing his narrative
Why @binance bstocks might win
Tokenized stocks will not be won by the best token. They will be won by the deepest liquidity loop.
That is why Binance’s bStocks are interesting.
The product is not just “stocks on-chain.” Binance says bStocks are 1:1 backed tokenized securities, tradable 24/7, withdrawable to BNB Chain-compatible wallets, and usable across supported DeFi applications. Users can also convert supported equities on Binance into bStocks at a 1:1 ratio.
From a game-theory perspective, this creates a powerful coordination point.
If I can hold a tokenized stock in my own wallet, trade it on-chain, use it in DeFi, and still move it back to the largest centralized exchange for deeper liquidity, why would I choose a private competitor’s version of the same stock?
Liquidity attracts users.
Users attract market makers.
Market makers tighten spreads.
Tighter spreads attract more users.
That loop is the whole game.
A tokenized Tesla, Nvidia, or Circle stock is not valuable simply because it exists on-chain. It becomes valuable when everyone agrees where the “real” market is. In crypto, that usually means the venue where custody, trading, redemption, stablecoin liquidity, market makers, and retail distribution all meet.
Right now, Binance has a very strong shot at becoming that venue.
The main exception is Coinbase.
Coinbase already offers U.S. stock trading to U.S. residents and has publicly said it wants to bring tokenized stocks to Coinbase through Coinbase Tokenize. If Coinbase launches a truly on-chain, self-custodial, liquid version for the U.S. market, it could become the competing Schelling point because U.S. regulation plus U.S. capital is an extremely powerful combination.
But absent that, the rational user behavior is simple:
Hold the asset format that gives you the most optionality.
Wallet custody.
DEX trading.
CEX liquidity.
Stablecoin rails.
DeFi composability.
Fast exit.
That is why bStocks may matter more than another tokenized-stock announcement.
The winner will not be the platform that tokenizes stocks first.
It will be the platform that makes everyone else’s tokenized stock feel less useful.
We have just witnessed @Zcash devs
Coordinating, stoping block production and handle a critical bug that came out of nowhere
And you thing #bitcoin devs will fail to handle the #quantum bug which is well known in advance
Ok 👍
We have just witnessed @Zcash devs
Coordinating, stoping block production and handle a critical bug that came out of nowhere
And you thing #bitcoin devs will fail to handle the #quantum bug which is well known in advance
Ok 👍