🇦🇺Simon

[🇦🇺Simon @hoscy]

4

@cz_binance the meme is real

[🇦🇺Simon @hoscy]

@respeculator i bought at ~8c during covid era when u were shouting at the top of your lungs on HC. nice bottom drawer 10x

[Goated @goatedcom]

We’re excited to officially announce the TGE of $GOATED! 🔥

Welcome to the biggest casino token launch on Solana in 2025, powered by @Metaplex Genesis

📅 Presale begins at 16:00 UTC on Sep 25th, 2025

100% of Funds Raised will be used to provide Day 1 DEX Liquidity.

RT this for a chance to win an exclusive allocation of $GOATED - let’s dive in 👇

[🇦🇺Simon @hoscy]

Ostium.

[kaledora @kaledora]

Just crossed $15B in cumulative volume and $7M in fees.

Ostium

[🇦🇺Simon @hoscy]

Believe in something ✨

[🇦🇺Simon @hoscy]

good week to have astrofolio in the portfolio

don’t know

@astrofoliosol

[Ping @DegenPing]

good week for an ayahuasca retreat

don’t know

[🇦🇺Simon @hoscy]

Did someone say perps are coming? @ostium

[Andrew Kang @Rewkang]

Two fundamental theses

1. Perps are coming to a $120T global equity market that could 30x the yield TAM for Ethena
2. Hey I recognize this pattern

[🇦🇺Simon @hoscy]

“I’m new to crypto, what do I buy?”

“Buy your star sign for starters”

It will be so obvious in hindsight.

@astrofoliosol

[ASTROFOLIO @astrofoliosol]

Memes fade — today’s chuckle is tomorrow’s cringe.

Astrofolio will still be here in 10 years; your zodiac sign lasts forever.

Own it. Own a part of yourself.

Get it on-chain, or on @tryfomo app via Apple Pay.

[kaledora @kaledora]

https://t.co/XM0fTCbiaR

[🇦🇺Simon @hoscy]

@0xlaiyuen Ok that’s alpha

[🇦🇺Simon @hoscy]

･ *ﾟ
　 ･ ﾟ*
･｡
*･｡
*.｡
｡･
°*. ﾟ
We were born to inherit the stars
We were meant to buy the #Astrofolio
ﾟ*.
｡｡ ･
｡ ･ﾟ
｡°*.
｡*･｡

[kaledora @kaledora]

there’s only one place onchain you can clear $100M of open interest on the Nasdaq for 5bps at the real market price

Ostium

[🇦🇺Simon @hoscy]

@nicochristie @Fundamental Invite pls! Tyvm!

[🇦🇺Simon @hoscy]

@elfa_ai 😈

[kaledora @kaledora]

people don't seem to love the uncomfortable truth that tokenized stocks:

- have no liquidity
- are only going to become more fragmented w/ more wrappers
- are a terrible deal for anyone with access to the underlying

however:

- synthetic long/short tradfi "perps" will be the instrument of choice: they already work
- case in point: there is currently $40m of liquidity on Tesla tradable at the *real* market price for 10bps on Ostium
- separately, no, onchain orderbook Tradfi perps are not the answer either
- they will and already do face similar liquidity issues

I have been saying this for years and will continue to stand by this position as it plays out in the market - see original thread below

https://t.co/aQS1ELWyg1

[kaledora @kaledora]

the problem with all the tokenized solutions is they have zero liquidity

you pay roughly 97x more to trade tokenized TSLA xStock on jupiter (eg ~$41k vs. ~$427), for instance, than through synthetic stock perps on @ostium - some examples:

1. TSLAx (Solana)

- the TSLA/USDC pool on Jup has ~360k in liquidity
- if you want to open a 250k position, you will face a 5.27% (!) price impact - or 530bps
- this is ON TOP of the fact that the tokenized stock is currently trading at a ~3% premium to the underlying asset (300bps) - $327 vs. $317 (comparison of prices at 4pm ET)

all in, you are paying a roughly 8%+ premium just to *buy* the asset onchain. assuming you want to trade out of that position at some point, those costs would presumably double (total: ~16.6%).

this comes out to about ~$41.5k in implied costs vis-a-vis the underlying market on this position size.

2. TSLA/USD perp on Ostium
assumption: position held for 1 week

- price feed tracks underlying market directly, within a few bps - current mid-price within <1.5bps of official nasdaq price
- 10bps flat open fee to open position (no closing fee)
- 1-week rolling cost: 5.6bps (0.8 bps/day)
- all-in cost to enter and exit: 17.1bps

ostium also supports leverage of up to 10x on overnight trades - meaning a trader could theoretically use ~$25k to open their position, and pay a total of ~$427 in fees on their 250k position, while only needing 25k in collateral.

TL;DR

- costs to open and hold a $250k TSLA synthetic stock perp position on Ostium for a week are roughly 100x cheaper than buying tokenized stocks (~$427 vs. $41,000)
- ostium has ~$40M in notional OI available on TSLA, compared to roughly $300k in liquidity on tokenized equivalents

[CoinGecko @coingecko]

Real World Asset (RWA) trading is expanding in DeFi.

@ostium enables leveraged synthetic perpetuals for stocks, forex &amp; commodities.

Today's article covers Ostium's technology, supported assets &amp; points program for early engagement.

Read more ⬇️ https://t.co/8tHmX9GPg4

[bunny @ConejoCapital]

@0xMummy @arbitrum @HyperliquidX i love @ostium i havent seen anywhere where i can trade ETFs as easily as with them and with as much leverage as they provide

[Blockworks Research @blockworksres]

1/ Following the launch of its points program on March 31st, @ostium has experienced significant growth in volume and market share.

This thread breaks down its model, growth, and points program: