Hazet

Crypto | DeFi | xStocks
Exploring onchain finance & tokenized assets
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[Hazet @hazetcrypto]

Why can you buy Apple at 2am on a Sunday?

Because the token tracking it has no opening hours.

18 seconds on @xStocksFi — backed 1:1 by the underlying asset, fractional from $1, tradable 24/7 onchain.

Not available in the US, UK, Canada or Australia. Not advice.

[Hazet @hazetcrypto]

@xStocksFi 1,000 tickers is a breadth milestone. The metric I'm now watching: how much of the float actually gets used in DeFi. STRCx just showed the blueprint — largest tokenized equity with live yield markets. What's the utilization roadmap for the other 800+ assets?

[Hazet @hazetcrypto]

1,000 assets is inventory. $917M is the product.

5 tickers hold 54% of that AUM. Only 11.4% of the float is actually deployed in DeFi — the rest sits in wallets.

Breadth came first. Depth is the next test.

#xStocks

[xStocks @xStocksFi]

A thousand assets tokenized.

Since the start of 2026, we’ve tokenized more than 900 new assets, with plans to expand tokenization to new markets:

→ London Stock Exchange
→ South Korea
→ Hong Kong
→ Euronext

Tokenizing the world, one market at a time.

[Hazet @hazetcrypto]

@xStocksFi @Strategy @pendle_fi @ExponentFinance @tokenterminal The real milestone isn't size — a 12% dividend now splits into PT (fixed) + YT (variable) on Pendle. First tradable yield curve in tokenized equities. Caveat: that yield is Bitcoin-backed credit risk, so YT is basically leveraged BTC exposure.

[Hazet @hazetcrypto]

Largest tokenized equity in DeFi now has a tradable yield curve.

$STRCx pays 12%/yr. Pendle splits it into PT (fixed) + YT (variable), so you can trade a dividend like a rate.

But that 12% is Strategy's Bitcoin-backed credit risk — not risk-free.

[xStocks @xStocksFi]

$STRCx is now the largest tokenized equity in DeFi, representing @Strategy’s STRC preferred stock.

Tokenized by xStocks, it is already powering yield rate markets across Ethereum and Solana through @Pendle_fi and @ExponentFinance.

[Hazet @hazetcrypto]

GUM — Perps V2, positioned for tokenized stock flow on Solana. Solana already dominates 95% of DEX volume in that sector.

Product upgrades covering every sector of onchain finance.

[Hazet @hazetcrypto]

JUP at $0.35 with $180M annualized revenue and 50% buybacks.

The market is pricing it like a dying protocol.

It's not. Here's the on-chain breakdown 🧵

[Hazet @hazetcrypto]

Supply — 38.6% off-market (33.3% staked + 5.3% treasury). 3B+ burned. 0 unlocks remaining.

Staking — 18% APY, 50M JUP/quarter (~$17.5M). Rewards from unclaimed airdrops, not new emissions.

[Hazet @hazetcrypto]

@Dean_HT @pangeransiahaan kalau udah numpuk susah sih mendem terus. akhirnya yg pada kependem ada beberapa yg keluar karena ada momennya.

[Hazet @hazetcrypto]

What I'm doing myself: not adding to the position before the reports land.

Not because I know the direction — I don't.

But because the competition reward is capped, and the downside isn't.

Run your own numbers first. Not investment advice.

@xStocksFi

[Hazet @hazetcrypto]

All four stocks in the OKX competition — JNJx, MSx, ASMLx, TSMx — report earnings this week.

And there's one scheduling detail I haven't seen anyone point out yet.

🧵

@xStocksFi @okxwallet #xStocks #RWA

[Hazet @hazetcrypto]

The context this week:

S&P 500 earnings growth is estimated near 30% YoY.

But the 10-year Treasury yield is at 5.3% — the highest since 2002.

Those two forces are colliding. Even a good print can be sold off when the cost of capital is rising.

[Hazet @hazetcrypto]

Detail grup: format 5 babak, pot pembagian, serta lawan paling diinginkan vs paling ngeri.

[Hazet @hazetcrypto]

Undian WCQ 2030 zona Asia digelar 15 Desember 2026. Tapi iseng simulasi dulu: 46 tim, 9 grup, 8,5 tiket.

Hasil: Indonesia masuk Pot 3, ketemu Qatar & Oman — peluang lolos ke babak 3 ~36%. Inspiratif? Belum.

Klik selengkapnya 👇

[Hazet @hazetcrypto]

@saludosparatii biar indo cari menang pot 1 dan 2 harus lawan siapa?

[Hazet @hazetcrypto]

The open question: does the tokenized equity category need two designs?

One for offshore DeFi composability — transferable, usable as collateral, 24/7.
One for US market access — same rights, same register, no leverage.

Nobody has answered this yet. @xStocksFi

[Hazet @hazetcrypto]

The SEC opened the door to tokenized stocks on Sept 17.

Buried in the conditions is a requirement almost nobody has talked about — and it doesn't match how most tokenized equities are built today.

🧵 @xStocksFi #xStocks #RWA

[Hazet @hazetcrypto]

Worth being precise: this doesn't bind xStocks today, since it isn't offered in the US.

But the exemption now defines the shape a US-eligible tokenized stock must take. And that shape is narrower than what exists offshore.