Product highlight: RENGA No.3 Mug
Bring Three along for your morning coffee or tea ritual! These ceramic RENGA mugs feature the 3-eyed cat from our newest story.
Available now at https://t.co/75Z4DXq7Rf, along with the remaining copies of No.3 - our limited edition comic!
A couple things to look forward to this week:
-LienFi Litepaper
-LienFi 𝕏 Space
If you signed up for early access and haven’t received your invite yet, please hang in there.
We’ve intentionally kept access measured during the first couple weeks as we harden the platform prior to full access.
We’ll be sending out the 𝕏 Space RSVP post later today.
I may be a schizo frog.
But https://t.co/FuYkXJ2lhI went 404, 1 week before June.
Then someone says "June will be insane" the ribbit hole.
Don Johnson pumped about next week, after being unable to talk about some things in the tibbir Tuesday chat...
I may be schizo
But I'm positioned for June
$tibbir
i’ve spent my entire career since graduating college in 2008 focused on tradfi (alternative investments)
took two funds to over $1b and now doing it again for the third time
working with some of the largest institutions in the country on their alternative investment allocations
tradfi is how i got involved with tax liens…learned abt them from a family office over 6 years ago…then met one of my partners victor who has 15+ years of institutional tax lien investing experience (and a patent in the category going back to 2015)
my 𝕏 profile was only iykyk over the years as it relates to tradfi relationships…never crossed over…i don’t think i ever posted the word gondola until this sentence
that’s all changing now with @lienfiapp
𝕏 used to be the place i would hide…but now i’ve been found 😂
and im proud to tell my tradfi friends abt what we’re building with lienfi
bc im proud of what we built and i know what we’re going to accomplish
the line in the below post that hit me:
“…it matters”
it really does…
picture below is from march in park city at the permian summit…an honor anytime im invited to present in front my peers
“you can find me @ mleejr on 𝕏”
first time i ever said that after a presentation
josh and matt at permian are great ppl i look up to those guys and am thankful for them 🙏
The main differences between $LFI (LienFi) and $ONDO (Ondo Finance):
$LFI (LienFi):
Focuses on tax liens and tax deeds (delinquent property tax certificates/bills) in the US, particularly Florida at the moment.
The asset is a senior legal claim on real property (real estate collateral). If the owner redeems, the investor receives the principal plus high statutory interest (5–36% per annum depending on the state). If not, they can foreclose and take the property (additional upside).
Characteristics: High yield, illiquid in the traditional world, fixed/high interest, foreclosure risk, but collateral is directly physical property.
$ONDO (Ondo Finance):
Focuses on US Treasuries (US government bonds), money market funds, tokenized stocks, ETFs, and other fixed-income instruments.
Main products: OUSG (tokenized short-term US Gov bonds), USDY (yield-bearing stablecoin backed by Treasuries and deposits). Recently expanded into tokenized stocks and ETFs.
Characteristics: Low-risk, liquid, lower and stable yields (around T-bill rates + a slight premium), highly compliant and institutional-grade.
$ONDO:
Mature and large. TVL around $3.7B – $3.8B, market cap ~$2B, hundreds of thousands of holders, multi-chain (Ethereum, Solana, etc.), major partnerships (BlackRock, Franklin Templeton, JPMorgan, etc.). Leader in tokenized Treasuries and stocks.
$LFI:
Still very early (launch May 2026). Only live in Florida, small TVL (millions of USD), marketcap ~$15M. Still expanding to other states.
Im going to be honest, youd have to be extremely dumb and shortsighted to not see that $LFI is, at the very least, worth a 9 fig valuation
Whether it gets there tomorrow or months from now is another question, but the asymmetry looks obvious to anyone with a modicum of foresight
This is a massive initiative, @bankrbot Fund could be the next YCombinator
My draftees
> $LFI onchain yield backed by property and law, built by @MLeeJr (the biggest bankr supporter since day one) who runs a $100m fund on tax liens since more than 10 years
> $AEON fully autonomous agent, configure once forget forever, the tech could be integrated into the bankr eco and make bankrbot even more autonomous and secure, built by @aaronjmars
> $WAKE still cheap so could provide the highest ROI, it’s the best onchain terminal to scan tokens including risk evaluation, tech could also be integrated into the bankr terminal and bankr could become the biggest trading platform powered by agents
> $MIROSHARK best sim engine available right now, funded by aaronjmars again, could be integrated with wake and bankr terminal to predict future of launching token from security to hype potential
Wolf never misses