Dylan🔨

🏡 General Contractor 👨‍💻Tech Junkie 🏍 Motorcycle Enthusiast 🗺 Traveler

[Dylan🔨 @dylanclark__]

If Nvidia is guaranteeing buyers so they can afford its chips, that is a massive risk if demand starts slowing down.

[Niks @Pivot2Centre]

I have a feeling. A very strong feeling.

Jensen tapped out before the entire circular invoicing blows up.

Nvidia has underwritten a huge part of its future revenue by providing guarantees and literally financing its clients.

This can be way worse than Enron if the worst case plays out

[Dylan🔨 @dylanclark__]

If stablecoins keep making cross-border transfers quicker and cheaper, people are gonna use them. Banks need to get their act together.

[Sumon🎴 @Sumon_Web3]

Stablecoins are quietly handling more real-world settlement than most people notice.

They are not replacing banks overnight. They are simply doing specific jobs faster and cheaper than the systems already in place.

Cross-border payments, contractor payouts, and treasury movements are already moving through stablecoins because the experience works better for the people using them.

The interesting part is not the market cap. It is who keeps using them when incentives are not the main reason.

Do you think stablecoins stay a parallel system, or do they take over more of the jobs traditional banking still does?

[Dylan🔨 @dylanclark__]

That is a lot of shares hanging on one decision today, going to be interesting to see what MSCI says .

[Peter Duan @BTCBULLRIDER]

13 million $MSTR shares will learn their fate at 2 PM PT today.

For context, MSCI plans to cut any company under 50% operating assets that trips 4 of 5 tests (see card).

For MSTR, that’s 3.1% of its shares sitting in MSCI index funds (worth about $1.6B at $122/share).

Strategy’s own Q3 filing says it expects to be excluded.

Metaplanet faces the same test on a $654M index float (Strategy’s is $23.9B).

If removed, the funds will sell at the November 30 close of market.

[Dylan🔨 @dylanclark__]

That is some mad bit of kit, would love to see how the hell it works 😁

[0x45 @0x45o]

if one guy can do this in his garage, imagine what governments can do with billions of dollars

[Dylan🔨 @dylanclark__]

Anyone buying rental property now, how are you working out the numbers with insurance going up all the time ?

[ALLINCRYPTO @RealAllinCrypto]

🚨Stellar has a HUGE institutional connection that deserves more attention!

SDF invested in Marketnode, a financial infrastructure company backed by these four major players in global finance, and their involvement makes @StellarOrg's Marketnode investment particularly interesting.

HSBC: One of the world's largest international banks, with trillions in assets. HSBC led Marketnode's 2024 funding round and has worked with it on digital bonds since 2020.

Euroclear: One of the world's most important securities settlement companies, helping financial institutions securely hold and transfer trillions in stocks and bonds. It acquired a stake in Marketnode in 2024.

Singapore Exchange: Runs Singapore's major securities exchange and provides infrastructure connecting international investors with Asian capital markets. It co-founded Marketnode in 2021.

Temasek: Singapore's state owned global investment company, managing hundreds of billions of dollars. They co-founded Marketnode alongside SGX.

This is bullish for $XLM as Marketnode already provides access to tokenised investment products from BNY Investments, Franklin Templeton and WisdomTree on Stellar. SDF's investment strengthens its connection to infrastructure backed by some of the biggest institutions in global finance!

[Dylan🔨 @dylanclark__]

All these shares and real assets coming onto Solana is getting hard to ignore now

[Solana Hub @SolanaHub_]

Last 24h on solana

Tokenization & Institutional Markets

■ @PRESTOCKS: Cumulative trading volume surpassed $2B, powering permissionless pre-IPO equity trading on Solana across high-profile companies including OpenAI, Anduril and Kalshi.

■ @formation_so: Filed a formal SEC notice of intent to operate the first fully tokenized securities venue natively on Solana. Trading is targeted for Q1 2027, with day-one equity support for EXOD, FWDI and $GLXY.

■ @CompanionsWfit: Partnered with @COLLECTOR_CRYPT to connect graded physical collectibles and vaulted assets across Robinhood Chain and Solana.

■ @MeteoraEco: Highlighted tokenized real-world assets spanning gold, equities and physical collectibles ahead of Solana Breakpoint London ecosystem hacker house sessions.

DeFi, Trading & Market Infrastructure

■ @lendyourcoin: Deployed a peer-to-peer, non-custodial token rental protocol on Solana, allowing asset holders to lend collateralized inventory directly to market makers and earn native SOL yield.

■ @hwandotio: Deployed 15 fully collateralized FX and interest-rate markets on Solana mainnet, alongside a real-time global street-dollar valuation map.

■ @kairo_market: Announced expansion across Solana, Robinhood Chain, @Enter_Elysium and @Arc, committing 100% of protocol fees to programmatic $KAIRO buybacks and staker yield.

AI, Gaming & Consumer Applications

■ @AcmePlay: Deployed a playable devnet beta natively on Solana, opening access to its interactive racing track for community testing.

■ @KavianCoin: Detailed its technical AI compute framework and deployment pipeline, built around Google AI Studio and Firebase infrastructure.

Ecosystem & Upcoming Launches

■ @Cooklabfun: Started a 16-day countdown to the launch of its cultural asset launchpad and deployment architecture on Solana.

■ @tryelysion: Entered FOMO Terminal's top 10 trending tokens as trading activity across the ecosystem picked up.

■ @Solana: Final day of community voting for the annual Breakpoint Community Awards. Vote at https://t.co/BIIHtCyJCt.

Network Adoption & Institutional Research

■ @Solana: Cited a landmark Fidelity Digital Assets research note reporting that Solana captured 15% of major US exchange volume, briefly surpassing the NYSE in weekly execution count, while monthly tokenized asset settlement approached $5B.

it is all starting to look very obvious in retrospect

[Dylan🔨 @dylanclark__]

If regulators approve this, 24/7 stock trading with instant settlement would be a big change for markets

[Oldman Crypto @OldmanScalping]

🔺 NYSE PICKS AVALANCHE FOR TOKENIZED STOCKS

The New York Stock Exchange will settle tokenized stocks EXCLUSIVELY on Avalanche, on its upcoming 24/7 trading platform, targeting a Q4 launch pending regulatory approval.

NYSE tested multiple chains for about a year and picked Avalanche for speed, throughput and compliance-ready controls. Tokenized US stocks would trade around the clock with instant settlement, replacing the T+1 system Wall Street still runs on. The platform pairs NYSE's Pillar matching engine with Avalanche settlement and stablecoin funding.

$AVAX jumped ~5% to $8.46 within an hour of the news, though it has since faded in a weak market.

Risk: nothing is live yet. The launch still needs regulatory sign-off, and AVAX is down 40%+ YTD, so one headline does not flip the trend. Still, the world's largest stock exchange putting settlement on a public chain is a structural win for crypto.

🐂 or 🐻: is Wall Street finally coming onchain?

#Avalanche #AVAX #TokenizedStocks #NYSE #RWA #Binance

📌 Sharing personal opinions only, not financial advice or a recommendation to buy/sell. Crypto is highly risky; DYOR and you are solely responsible. No coin promotion.

[Dylan🔨 @dylanclark__]

Give me a transfer app that shows the exchange rate before I hit send over a bank wire with mystery fees any day .

[Dylan🔨 @dylanclark__]

A 43-person company-funded study is nowhere near enough to convince me to trust an ₹85,000 health gadget.

[Kanthaswamy Balasubramaniam @Kanthaswam80359]

Comparing Deepinder Goyal's Temple to the Apple Watch is laughable.

Apple has spent billions on R&D, built a sophisticated hardware-software ecosystem, and subjected its technology to years of real-world scrutiny.

Temple is a ₹85,000 gadget whose headline accuracy claims come from a company-funded study involving just 43 people.

A marginal advantage in heart-rate readings under controlled conditions doesn't make you an Apple competitor.

One is a proven technology platform. The other is an expensive experiment wrapped in billionaire hype.

Stop confusing marketing with innovation.

You wanna promote @deepigoyal - Go ahead but comparing his product to apple is an insult to

I. Vertical Integration
II. True R & D
III. Supply Chains

[Dylan🔨 @dylanclark__]

Could give Ro a proper edge if they can turn all that patient data into better treatments.

[Fundamental Investing @Investinc_Intel]

🚨 $HIMS COMPETITOR RO LAUNCHES AI-POWERED RESEARCH LAB!

Ro is taking a major step toward leveraging its patient data to build a competitive advantage in healthcare.

The newly launched Ro Research Lab will combine AI with real-world patient data collected across its telehealth, pharmacy, and laboratory operations.

The platform will analyze:

• Patient treatment responses
• Weight loss and medication side effects
• Lab results and biomarkers
• Sleep and heart rate
• Long-term patient outcomes

Reuters reports that Ro is already in discussions with pharmaceutical manufacturers about potential research partnerships.

No agreements have been announced yet.

This is something I believe $HIMS investors should pay attention to.

The telehealth competition is evolving beyond simply prescribing and delivering medications.

[Dylan🔨 @dylanclark__]

Give me wired headphones over wireless any day , cannot be doing with charging another bloody thing just to listen to music .

[Dylan🔨 @dylanclark__]

Anyone else noticed stocks going mad when the Fed minutes come out then calming right back down by tea time ?

[Dylan🔨 @dylanclark__]

Anyone know if money sent abroad on a Friday can arrive over the weekend or does it all wait till Monday ?

[Dylan🔨 @dylanclark__]

@ktrap @jackbutcher The artwork looks bloody clever, those colours are brilliant

[Dylan🔨 @dylanclark__]

Nearly $200 million in one wallet, with the issuer able to freeze or recover the tokens. That is a lot of control in one place.

[ABG @_abgweb3_]

Franklin Templeton has added approximately $150 million worth of shares from its tokenized money market fund, sgBENJI, to the XRP Ledger.

With this move, the total amount of sgBENJI on the network has reached nearly 193 million shares, bringing its value to approximately $200 million based on the recorded transaction price.

One detail stands out: all shares are held in a single wallet. This wallet shares the same eight signing addresses as Franklin Templeton’s issuing account. However, it remains unclear whether the wallet represents a single investor or multiple clients.

sgBENJI represents tokenized shares in a fund that invests in short term U.S. dollar debt instruments and money market assets. However, the issuer retains control mechanisms that allow it to approve, freeze, or recover tokens.

As the tokenization of real world assets continues to gain momentum, this expansion on the XRP Ledger highlights growing institutional interest in blockchain based financial infrastructure.

But there is an important distinction: Growth in token supply does not necessarily mean growth in the number of investors or broader adoption.

[Dylan🔨 @dylanclark__]

Seeing a decent exchange rate then finding the transfer fee on the last screen is bloody annoying .

[Dylan🔨 @dylanclark__]

If all those GPUs get dumped on the market in a couple years Nvidia could be in for a rough time

[simp 4 satoshi @iamgingertrash]

The datacenters aren’t really going to get built

It’s the narrative that’s been sustaining the liquidity

The most concerning part is that warehouses of Nvidia GPUs will likely be offloaded in 27’ and 28’ as defaults loom

Compute is going to be dirt cheap again

Just wait

[Dracule Mihawk @Mihawk_Research]

I BELIEVE @Arbitrum WILL LEAD THE L2 COMEBACK IN Q4 2026!!!

I'm increasingly bullish on @Arbitrum and believe it could lead the next wave of L2 growth heading into the final months of 2026.

Especially after seeing how Arbitrum Orbit has played a major role in powering @RobinhoodCrypto's expansion throughout the second half of 2026.

And the numbers are getting pretty impressive:

– September revenue hit a record high of over $5M.

– ~793.7M transactions processed in Q3 2026.

– Users paid roughly $51M in network fees.

What's even more interesting is how @Arbitrum is evolving from a DeFi-focused L2 into a major infrastructure layer for the programmable economy.

Here's what's driving that shift:

– Arbitrum Expansion Program / Orbit: Chains built on the Arbitrum stack, such as Robinhood Chain, contribute around 10% of net protocol revenue back to the ecosystem, primarily through the DAO treasury. This opens up a highly profitable new revenue stream.

– RWA: Arbitrum One has reached 7,400+ RWAs.

– Priority Fees: Over 13M transactions on Arbitrum One have used priority fees for faster execution.

– New Revenue Streams: PGA & Fast Feed have already generated over $200K in fees.

Meanwhile, @Arbitrum keeps pushing hard to accelerate DeFi adoption through several major ecosystem initiatives.

1. Stablecoin Growth Program

– Encourages protocols to adopt $USDG as their primary stablecoin.

– A 2M $ARB reward pool for the first 10 teams to reach $10M in USDG TVL, measured over a 30-day average.

– $USDG is already live on Uniswap, supported by Mayan, with integrations across Fluid, Morpho, GMX and more.

2. Online Buildathon

The Arbitrum Hackathon has also attracted some promising builders worth keeping an eye on:

– @zona_io: Lending and trading infrastructure for tokenized stocks.

– @AquaZero0: Liquidity infrastructure for stablecoin issuers.

– @atoma_fi: Market-neutral RWA yield, fully onchain.

– @peridotprotocol: All chains, one app, zero bullshit.

– @AutoRangexyz: AI agents for Uniswap V3 & V4.

From a TA perspective, $ARB is showing an extremely bullish setup on both the 2W and monthly timeframes.

I'm watching the $0.23 resistance closely. If $ARB manages to break out above that level, I believe we could see a strong move toward $0.60.

I think the market is seriously underestimating what @Arbitrum is building. $ARB could be one of the biggest L2 comeback plays heading into the end of 2026.

DYOR and NFA.

[Dylan🔨 @dylanclark__]

A fully onchain orderbook with one price per block is the bit that sounds interesting, hope the trading volume turns up too.

[S!G 🍃 @SiGPRMR]

The new @injective whitepaper is live

First full rewrite since December 2018, 8 years later, here is what the solana:1NJMqVM4PadjuzYmeB7zV7q7DV8oB3ExaQCd9x6KsLz team wrote down :

1\ Native RWA tokenization
∟ Role-based permissions over mint, send, receive and burn
∟ Programmable receive hooks
∟ Sealable namespaces, admin settings can be locked forever
→ Issuers control who can hold and move an asset, exactly what regulated securities need

2\ iAssets
∟ Cash-settled derivatives tracking external assets
∟ Stablecoin margin + oracle pricing
∟ No wrapping, no pre-funding
→ Price exposure to stocks & co without touching the underlying

3\ The trading core
∟ Fully onchain orderbook
∟ Each block = a sealed batch auction at one uniform price
∟ ~600ms blocks with deterministic finality
→ Being faster in the block don't get you a better price, front-running is fixed at the base layer

4\ MultiVM + AI agents
∟ EVM and WASM on one single state, one token balance
∟ MCP servers so agents can read markets and trade
∟ x402 machine payments in USDC
→ Humans, institutions and AI agents on the same rails

5\ solana:1NJMqVM4PadjuzYmeB7zV7q7DV8oB3ExaQCd9x6KsLz
∟ 60% of positive trading fees go to the protocol revenue pool
∟ That pool feeds the Community BuyBack, the INJ committed gets burned
→ More apps, more revenue, more burn burn burn baby

The 2018 paper was a promise, this one is the receipt !