Monica

Web3 strategist || Let's build smart & scale fast ⚙️

[Monica @mohmagnata]

@defikadic @0xHvdes Couldnt agree more on sales being a force multiplier

[Monica @mohmagnata]

@0xgilllee @RobinhoodCrypto Once RWAs gain stronger traction, the ecosystem could look very different from where it is today.

[Gilmo @0xgilllee]

Good news: @RobinhoodCrypto has already crossed $540m TVL in less than 2 months.

Not-so-good news: RWA on-chain sits at only $32m, around 6% of total TVL.

-> Network growth is moving much faster than tokenized stocks.

Is memecoin still taking too much attention?

+ Early traction came from memecoins, driving over 80% of trading volume.
+ Capital is now flowing into yield products and stablecoins.

But that's not the whole point, RWA needs to do better.

Once tokenized stocks gain more traction, Robinhood Chain can fully deliver the vision it set out to build.

[Monica @mohmagnata]

@defikadic @arc @Plasma USDC gives Arc a strong foundation

[Monica @mohmagnata]

@0xgilllee @arc @circle Solid write up on Arc.

[Monica @mohmagnata]

@defikadic @pendle_fi Pendle is making that gap much smaller

[Monica @mohmagnata]

@0xgilllee @KaitoAI @Kalshi Nice update from the team.

[Monica @mohmagnata]

@defikadic @RobinhoodCrypto @EkuboProtocol @SushiSwap @BitgetWallet good insight into why wallet and payment integrations are important for adoption

[Monica @mohmagnata]

@0xAmberCT @BNBCHAIN The 13x volume jump really stands out.

[Monica @mohmagnata]

@defikadic @bankrbot good insight into how sophisticated exploits continue to evolve

[Monica @mohmagnata]

@0xAmberCT @BitMEX this frames the latest announcement as part of a larger trend rather than an isolated event

[Monica @mohmagnata]

@0xgilllee The unlock calendar tells a much better story when paired with project fundamentals like this.

[Monica @mohmagnata]

@defikadic @RobinhoodCrypto @xStocksFi the combination of multiple RWA providers feels especially compelling

[Monica @mohmagnata]

@0xAmberCT @getmoni_io @_dexuai Rosentica mixing collectibles with gameplay makes the gaming narrative feel more engaging than usual.

[Monica @mohmagnata]

@0xAmberCT @BNBCHAIN solid and timely analysis

[Amber _ D @0xAmberCT]

Tokenized stocks are taking off on @BNBCHAIN.

Binance is the largest adopter of tokenized stocks with the ecosystem of Binance exchange and Binance wallet.

Total tokenized stocks value is now sitting at over $620.5m, led by the $90m value of SPCXb on Binance.

BNB Chain is also the 2nd largest market for tokenized stocks, accounting for over 28.4% market share.

Guess that this position will remain for a really long period till the explosion of this narrative.

[Gilmo @0xgilllee]

Every tokenization platform is racing hard for first place.

Excluding stablecoins, here's the current leaderboard:

+ @Securitize
+ @OndoFinance
+ @circle
+ @FTDA_US
+ @tether
+ @Spiko_finance
+ @Paxos
+ @centrifuge
+ @maplefinance
+ @stokr_io

If you're asking which platform has the largest potential, you may want to shift your attention to these traits: number of RWAs, number of holders, and number of adopted networks.

And the most important factor is how easily these RWAs can be touched down on.

The more easy = the larger potential.

[Monica @mohmagnata]

@0xAmberCT @RobinhoodApp @openstandard The Robinhood Chain ecosystem is moving faster than expected.

[Monica @mohmagnata]

@0xAmberCT @arcus_xyz @RobinhoodApp good breakdown of the new product direction

[Monica @mohmagnata]

@0xgilllee CoreDAO feels underrated when the focus shifts from narratives to consistent execution.