Swimmer product update:
Mark showed charm.
Alex teased outfit.
Jolly displayed cuteness.
$META rallied with flex.
How does Meta's latest Muse AI
impact its advertising and core business ecosystem?
Introducing Swimmer Research,
long-form data-rich professional content
summarizing business fundamentals
and sound investment framework.
Checked out Meta ads + AI infra deep dive
and the fluffiest research that match with Jolly.
Summary, history, models, metrics, drivers,
competitions, governance, risks, valuation, etc
Trade is exeuction, research is fuel. @SwimmerFinance
From @saylor :
"Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand."
Will you buy $MSTR stock or any preferred tickers?
What are Ondo Intelligent Portfolios?
I like to think it's ETFs 2.0, using the building blocks of Ondo Stocks (the largest tokenized stocks btw).
Envision a future where anyone, like Ansem, ARK, BlackRock, Nancy Pelosi Tracker or whoever, can curate a custom selection of stocks, ETFs, etc into a single onchain permissionless token.
Intelligent Portfolios Explained:
> A professionally-constructed, multi-asset portfolio in a single token, with Ondo Stocks as the underlying Portfolio constituent assets.
> Instead of buying, weighting and rebalancing a basket of positions, investors can now mint one token and get total-return exposure to a diversified portfolio onchain.
> Rebalancing runs programmatically at the smart contract level (nice!). Every consituent, weight, and rebalance is visible onchain.
> Permissionless & freely transferrable. Live NOW on Ethereum and BNB Chain, Solana coming soon.
BREAKING: After 3.5 years as Binance’s CMO, Rachel Conlan is joining the Solana Foundation as Chief Strategy Officer.
Solana keeps attracting the strongest operators in crypto. Bullish is an understatement.
Welcome to the team, @RachelConlan
Thank you @SocureID for hosting us at the Crypto Exec Summit.
AI-powered fraud is at an all-time high in crypto. We need to work together to fight these scammers - glad to see Socure bringing the good guys together to do it.
Happy Monday, Swimmers!
Oil just dumped to ~$92.
Tech and AI are eating it.
SEC greenlit real tokenized stocks onchain.
$3B+ already live, growth curve titlts vertical.
Today’s tape:
AMD +9%,
INTC +11%,
META +12%,
ARM: +16%
MSTR +9%
COIN +4%.
HOOD +4%
TSLA +3%
tokenized stocks trade weekends while NYSE sleeps.
@Ondo , @xStocksFi on @solana@arbitrum@base@injective@RobinhoodCrypto@BNB chains.
Get best stock from best issuers on best chains,
swim in the deep liquidity with best execution.
The $77T equity market is coming onchain.
This is the RWA tokenization supercycle. 24x7.
panic is unbecoming of a man
don't get psyop'd into thinking the world is ending bc WWIII, AI, or oil
the algo combined with desperate click-addicts makes all seem worse than it really is
do not confuse sensationalized awareness with destiny
there are and have always reasons to be pessimistic, but the ppl who win are the ones who found reason to be optimistic
let's win
trillions
Tokenized stocks just got the regulatory nod of the decade, and Solana is already running the order books.
From an FDIC bank integrating Solana to Africa’s biggest IPO, capital is settling on the fastest rails it can find.
Here’s what happened:
📰 Headline News
- Solana tokenized equities hit a new ATH of 850K unique onchain holders
@Nectar_finance launched Africa's largest IPO ($DPRI) for stablecoin subscription on Solana via @getequity
- @particula_io's Project Harmonia opened applications bridging Solana funds to Allfunds’ €1.9T distribution network
- @column, the FDIC-insured bank behind Brex and Slash, built 24/7 USDC/USDT conversion into its banking core
- @anza_xyz shipped 250ms slot times to mainnet-beta, completing 3 of 4 planned reductions
📰 Launches
- @krakenfx enabled yield on tokenized stocks (SPYx, QQQx, NVDAx) via @veda_labs and @kamino
- @galaxyhq launched two curated USDC and USDT lending vaults on @kamino
- @Lexur rolled out its unified trading layer, aggregating 1,100+ onchain equities
- @supercoinxyz launched ZARsc, an FSCA-licensed Rand stablecoin with @fireblocks custody and @Chainalysis screening
- @PhoenixTrade enabled native SOL collateral for crypto, equity, and commodity perps
- $AMD, $FLY, and $WULF tokenized stocks went live on Solana via @sunrise, issued by @Backpack Securities
- $PEPE went live on Solana via @sunrise
- @peaq launched peaqOS on Solana and partnered with Doosan Robotics to bring Physical AI onchain
- @dawninternet launched the USD infra Vault to tokenize wireless network and compute cash flows
- @scalar_field_, an SEC-registered investment adviser, launched infrastructure for autonomous trading agents
- @ImperialPerps unveiled Armada, a proprietary perps AMM with 1 bp execution fees
- @ripcarsio launched a Hot Wheels gacha featuring 1,500+ vaulted die-cast cars for onchain rips
- @avici debuted Pay with Link, allowing users to claim funds directly via shared URLs
- @Rosentica deployed One Arena to @solanamobile Seeker alongside a $50K tournament
- @trendsdotrun added X integration to instantly tokenize viral posts and trading theses
- @getstonkoptions launched employee compensation rails for tokenized stock rewards
- @MonkeDAO partnered with @Solomon_Labs, starting with a $350K USDC-to-USDv treasury conversion, to fund @MonkeFoundry
- @domaprotocol teased Domain Asset Vehicles, targeting a $360B+ illiquid asset class
📰 Milestones
- @Raydium crossed $5B in cumulative tokenized stock volume
- @xStocksFi’s $VIDAx onchain DEX volume outpaced traditional stock exchange volume by 12.6x over 7 days
- Solana led all blockchains in dApp revenue for the 14th straight week
- @phygitals sold a record 1M packs in a single week
- @PreStocks reached 100K total holders
- @humafinance PST surpassed $300M in market cap
- @solflare perps cleared $65M in volume within three weeks of launch
- Solana daily stablecoin active addresses hit 888K in September
- @Mercuryo_io reported 89% YTD on-ramp growth, with 85% of volume flowing into $SOL
- Solana processed 420M USDC transactions over the last 30 days
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @joiceloo_art 🔥
AGI is still very far. My test project percolator, I would have been able to ship already if I was solo full time coding it.
Where ai was excellent is in the design and spec research phase and fuzzing for bugs (until the overlords crippled the models).
1) Use ai to research the spec. Write the spec by hand, have ai find bugs in the spec.
2) Write the code by hand. Have ai find bugs in the code.
Quality should be better. Actual number of good products shipped to market is unlikely better today than pre model days.
Rent being reduced on Solana means
- cheaper program deploys
- chepaer app interactions
- you can reclaim SOL
Lot's of reasons to get excited about this 👇
Solana is the only chain that can handle global demand without literally shutting down, compounding a massive mempool that takes hours for txs or fees going insane.
It’s science