@Ryuzaki_SEI@xStocksFi Just done a thread re xstocks valuations so interested in your take? Similar boat I think but I’m working with 75bn total points.
https://t.co/UJf0jLBnWw
🧵 I’ve been researching xStocks, its growth, institutional partnerships and points programme.
My conclusion? There may be a substantial mispricing opportunity through Pendle.
Here’s the research and the maths behind it. 👇
🧵 I’ve been researching xStocks, its growth, institutional partnerships and points programme.
My conclusion? There may be a substantial mispricing opportunity through Pendle.
Here’s the research and the maths behind it. 👇
That’s why I’m participating.
I think xStocks has strong fundamentals, meaningful growth potential and an interesting points opportunity through Pendle.
The tokenomics, allocation and settlement timing remain uncertain, so this is speculative.