Tokenization is coming to America.
Thanks to the SEC’s leadership, Americans can start to reap the benefits of tokenization: instant settlement, 24/7 trading, fractionalization by default and more. It’s a good day for US innovation.
In 1997, a developer publicly told Steve Jobs he had no idea what he was talking about. Jobs paused and answered with the most important business lesson ever delivered under pressure.
Bookmark & watch today, no matter what.
AMC is sitting near historic lows while the financial system is moving onchain.
Adam Aron is fighting tokenization. Vlad is building it.
Robinhood’s $AMC token gives exposure to AMC through a third-party tokenized debt security. Robinhood says the underlying exposure is backed 1:1, but this is not AMC issuing shares onchain and token holders are not actual AMC shareholders.
That difference matters.
But the bigger picture matters even more.
Tokenization is here to stay.
$MEME already showed how much attention and liquidity this narrative can attract.
AMC sitting around a ~$2B valuation near the lows makes this setup even more interesting to me, not less.
Legacy management is fighting the trend while crypto is turning the whole situation into attention, liquidity and culture.
I’m extremely bullish on $MEME.
Once this spring gets released, I think people will start talking in billions, not millions.
Interesting findings for tokens followed by @vladtenev :
1⃣- $CASHCAT - $167m - Listed on RH Spot
2⃣- $MEME - $41m - Not Listed/ held by KOLs @Aurelius0121@rasmr_eth@_theunpics@RowdyCrypto etc.
3⃣- robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 - $26m - Listed on RH Assets/ No KOLs
What looks undervalued here?
Please share your thoughts and reshare.
Trading on FOMO is AIDS. All KOL's are using this playbook -
- Buy a low MC coin (sub $100K) from side wallets and FOMO at the same time
- Start posting about it in various Telegram GC's and Discord servers
- Coin pumps to $500K - $1M
- Take profits from side wallets
- Now post a thesis on FOMO
- Coin goes beyond $1M MC
- Take profits from side wallets (along with your comrades who you got in early) or entirely dump the position
- Never sell a token on FOMO giving the impression that you are a diamond handed holder with 100x track record => more followers => more goats being butchered on a daily basis
So if you are buying on FOMO, you have already become exit liquidity for these KOL's who are already sitting at a 50-100x for a coin that has barely touched $1M MC.
And I am not speculating. I am seeing this happen in front of me across various GC's.
Brutal. This is not gonna end well.
And this is also why 99% of the people buying/trading on FOMO are losing money.