Patryk

Director of Research @serotonin_hq • Prev: @MessariCrypto • Nomad 🌎

[Patryk @Solofunk]

https://t.co/WNXbD5Q4mH

[Patryk @Solofunk]

The value tokenized by @Securitize leans toward U.S. Treasury (52.7% at $2.29B) and venture capital (23.2% at $1.01B) funds.

Securitize Stocks are still early, just $602k tokenized. Same for the new $ARKVX by @ARKInvest, which is at $50k after launching on September 24th.

[Serotonin @serotonin_hq]

https://t.co/Z4bKhkK4fI

[Patryk @Solofunk]

@catdaly Leave me alone, okay?

[Patryk @Solofunk]

@doctorfission @FissionXYZ @serotonin_hq @ARKInvest @Securitize Ep. 02 in full:

YouTube: https://t.co/7vuZ8qkQP5
Spotify: https://t.co/VNC9r2km9g

[Patryk @Solofunk]

Traditionally hard to access, asset classes like private credit and venture capital have a role in diversified portfolios.

The conviction @doctorfission of @FissionXYZ has is that tokenization will unlock private markets.

It's an "iPhone moment for alternatives investing."

[Serotonin @serotonin_hq]

Ep. 02 of Conviction with @Solofunk is live.

Our guest is @doctorfission, CEO & Co-Founder of @FissionXYZ.

His Conviction: The opportunity of tokenization lies in democratizing private markets, not public ones.

00:00 Introduction
00:53 Jonathan's Conviction
01:49 Private Market Problems
05:32 Fission Swap Walkthrough
07:38 The Upgrade to Legacy Fund Structures
09:46 Fission's Series A & Working Capital
11:29 How Does Fission Quote?
13:21 How Fission Enables Integration with DeFi
17:17 Liquidity Means Better Products
18:34 Private Products in Diversified Portfolios
23:06 Inevitability of Tokenized Private Markets

[Patryk @Solofunk]

@SchootyBoo @Securitize @serotonin_hq @jserna @carlosdomingo @RWA_xyz @solana @capitalmarkets @crypto @WSJ @toly All explained in the Primer 😉

[Patryk @Solofunk]

Securitize is the largest tokenization platform, with $4.39B across 39 tokenized assets.

Tokenizing $SECZ as the company went public on July 2nd set the stage for its newest venture. Securitize Stocks launched on Oct. 8th and tokenized 12 of the most widely held U.S. equities on @solana.

With the SEC's recent innovation exemption of Tokenized Securities Venues (TSVs), 24/7 venues from @NYSE, @okx, and @ICE_Markets should give Securitize Stocks new places to trade.

Partnerships with the world’s top transfer agents like @Computershare give Securitize a route to thousands of public companies that could eventually choose issuer-sponsored tokenization.

As @Securitize grows in scale and reputation, the foundation it has built is designed to bridge to its native, issuer-sponsored vision for tokenization.

[Serotonin @serotonin_hq]

https://t.co/Z4bKhkK4fI

[Patryk @Solofunk]

@TomMurphyTweets @serotonin_hq @ajbanon He found the best lines in the report 😏

[Patryk @Solofunk]

@capitalmarkets Just published a report on @Securitize covering Securitize Stocks going live on @solana, plus core funds like BUIDL and STAC that are live on the network.

Check it out @capitalmarkets!

https://t.co/ssjs615Mt0

[Serotonin @serotonin_hq]

https://t.co/Z4bKhkK4fI

[Patryk @Solofunk]

@nickducoff @jpmorgan BUIDL on top. Actually just published a report on @Securitize bringing Securitize Stocks onchain to Solana.

Think you'll like it @nickducoff!

https://t.co/ssjs616kiy

[Serotonin @serotonin_hq]

https://t.co/Z4bKhkK4fI

[Patryk @Solofunk]

@tushar_jain Lab grown bitcoin call that BCH

[Patryk @Solofunk]

@anza_xyz Long time coming! IBRL

[Patryk @Solofunk]

@thiccyth0t Let me get one

[Patryk @Solofunk]

Pleasure chatting with @doctorfission of @FissionXYZ on Ep. 02 of Conviction. We discuss:

> The $10M Series A led by @PanteraCapital
> How Fission quotes instant liquidity for tokenized funds
> Private products like ARKVX by @ARKInvest & @Securitize for a diversified portfolio

[Serotonin @serotonin_hq]

Ep. 02 of Conviction with @Solofunk is live.

Our guest is @doctorfission, CEO & Co-Founder of @FissionXYZ.

His Conviction: The opportunity of tokenization lies in democratizing private markets, not public ones.

00:00 Introduction
00:53 Jonathan's Conviction
01:49 Private Market Problems
05:32 Fission Swap Walkthrough
07:38 The Upgrade to Legacy Fund Structures
09:46 Fission's Series A & Working Capital
11:29 How Does Fission Quote?
13:21 How Fission Enables Integration with DeFi
17:17 Liquidity Means Better Products
18:34 Private Products in Diversified Portfolios
23:06 Inevitability of Tokenized Private Markets

[Patryk @Solofunk]

@andyyy Latam >>

SEA is great though. Loved my time in Thailand last year, but the time zone difference SUCKS

[Patryk @Solofunk]

@mielke_jack Hi Wall-E

[Patryk @Solofunk]

@opmichael_eth @HoneyB_BTC @loancyborg Congrats Michael!

[Patryk @Solofunk]

@stablewinston @token_works @jackbutcher @Uniswap @opensea @fomo @OinkersRUs

[Patryk @Solofunk]

The market cap of $CREDITSTR by @token_works is now $2.7M, past its launch-day ATH of $2.5M.

@jackbutcher keeps cooking. A @Uniswap CCA auction for $BALANCE is ongoing. It will be Jack's first-ever token, tied to his Credits/Statements NFT collection. Launches tomorrow!

My initial entries on $CREDITSTR weren't great, but it feels good to have maintained conviction and let the thesis play out. This experiment has been sick. All its iterations have been so novel, plus the art is sick.

The flywheel is in full gear, and 43.4% of CREDITSTR supply has been burned, more than any @token_works strategy token! The mechanism @Rhynotic created was a perfect fit.

[Patryk @Solofunk]

Doubled down on $CREDITSTR by @token_works.

Market cap is $900k. Treasury holds $850k in ETH + $98k in Credit NFTs. Total value is $948k.

$CREDITSTR is trading at 0.95x NAV.

Can't help but feel this is underpriced. All Credits are now circulating. There is no more overhang. Floor price is ranging around a healthy $60.

CreditStrategy is actively cornering supply and is already the largest holder with 1.25% of all Credits.

Even if the floor drops, 89.6% of CreditStrategy's ETH remains to bid it. ETH runway is currently 7.2 days and should last until burning for Statements goes live next week.

Only a matter of time before floor price bottoms and the flywheel begins.

[Patryk @Solofunk]

@Rhynotic The token works!

https://t.co/MBNwra4sO8

[Patryk @Solofunk]

The market cap of $CREDITSTR by @token_works is now $2.7M, past its launch-day ATH of $2.5M.

@jackbutcher keeps cooking. A @Uniswap CCA auction for $BALANCE is ongoing. It will be Jack's first-ever token, tied to his Credits/Statements NFT collection. Launches tomorrow!

My initial entries on $CREDITSTR weren't great, but it feels good to have maintained conviction and let the thesis play out. This experiment has been sick. All its iterations have been so novel, plus the art is sick.

The flywheel is in full gear, and 43.4% of CREDITSTR supply has been burned, more than any @token_works strategy token! The mechanism @Rhynotic created was a perfect fit.

[Serotonin @serotonin_hq]

Tomorrow, @doctorfission from @FissionXYZ joins us for Ep. 02 of Conviction∎