waterstone

love to fish

[waterstone @tsedgecomb1]

With $STRX . The partnership with CMC Markets and the new wallet. Everyone should start seeing what is about to happen with this fintech company. This is not fairy dust or make believe like $Rio. This is hard work paying off and backing by a billionaire. You should really check this out

[waterstone @tsedgecomb1]

This is excellent. Great write up. If reading this doesn’t get you excited for what is coming with this project you might need more than a little blue pill.

[Tokenisable @Tokenisable]

Finance research applied to CMC Markets $CMCX using $STRX technology:
The patterns for CMC with StrikeX leading and dominating upcoming multi-trillion dollar #RWA tokenization sector are hard to ignore... https://t.co/YQwWxjUTho

[waterstone @tsedgecomb1]

@Melgibsonact Yes

[Tokenisable @Tokenisable]

Finance researchers spend 40 years on why some companies capture major value in new tech sectors.

Those studies and papers suggest that CMC Markets #CMCX using StrikeX $STRX tech could succeed and become a major player in the upcoming trillions dollar #RWA tokenization sector..

1. Early sensing + capital commitment
Primary source: Teece (2007) – Dynamic Capabilities
CMC invested early (2023) and raised to 51% control in 2025 of StrikeX. And stated very early on that tokenization has the same future as the internet mid-1990s.

2. Distribution + regulatory positioning
Primary source: Teece (1986) – Complementary Assets
CMC has already started offering StrikeX tokenization technology to 400+ partners. CMC supplies regulated platforms, custody, clients and institutional credibility in CMC across 13+ regions and has publicly stated it is positioning to lead the tokenization space.

3. Organizational transformation
Primary source: Christensen (1997) + Teece transforming
CMC is building a multi-asset super-app where tokenized assets (stocks, CFDs, ETFs, commodities, equities, real estate,...) will sit alongside traditional products all powered on STRX token.

4. Ecosystem / infrastructure ambition
Primary source: Adner & Kapoor (2010)
CMC wants to migrate its entire ecosystem onto StrikeX tokenization web3 rails. And be the go to infrastructure for institutions wanting to use tokenized assets.

5. Productization
Primary source: Eisenhardt nascent-market research + Teece
They have already completed a live regulated UK tokenised-share issuance on Arbitrum (October 2025). StrikeX v1 should be release soon including tokenized stocks... the same tech 2 million cmc clients get access to.

6. Monetization
Primary source: Teece (1986) – Appropriability
Every PoI commit and trade settles through STRX and is burned on-chain, creating a direct volume-to-token link. Every tokenized trade outside of POI will also use the STRX token.

7. Network effects
Primary source: Katz & Shapiro + later empirical network research
More assets on the rails increase network and participants... For example because of CMC tokenized (stocks, CFDs, ETFs, commodities, equities, real estate,....)

8. Market shaping
Primary source: Nenonen et al. market-shaping research
CMC + StrikeX are helping define institutional settlement standards rather than only selling into an existing market.

9. Early Scaler advantage
Primary source: Lieberman & Montgomery (1988/1998)
Being early is only powerful when combined with strong complementary assets, exactly the CMC + StrikeX combination.

10. Resource inimitability
Primary source: Barney (1991) – VRIN framework
regulated multi 13 region distribution + the specialized StrikeX tokenization is a dominating combination.

11. Platform tipping potential
Primary source: Platform economics literature
Once enough volume and assets start flowing through the StrikeX rails, the platform can reach a tipping point where it becomes significantly more attractive for new users and institutions to join — creating a self-reinforcing growth loop.

12. Long-term optionality
Primary source: Real options thinking in strategy research
Even a 1% capture of the projected sector would put significant long-term value on STRX token.

[Tokenisable @Tokenisable]

@WatcherGuru Only a few are set to dominate tokenization, check out StrikeX $STRX great project 51% owned by CMC Markets: https://t.co/KE9S9bRSTS

[Tokenisable @Tokenisable]

Tokenization #RWA trillions dollar sector progress:
CMC Markets #CMCX vs. Global Giants👇

✅tokenization main focus✅Tech is ready
✅13+ regions✅$40B+ volume ready to migrate
✅Offering StrikeX to 400 partners✅Already on-chain

$STRX token is used for every single trade.

[waterstone @tsedgecomb1]

@Tokenisable How soon do you think we might see this massive influx of volume? Would love to tell my boss told you so this Christmas…..

[waterstone @tsedgecomb1]

@Airaasayss 16

[Lord Cruddas of Shoreditch @peteratcmc]

This is awesome

[Tokenisable @Tokenisable]

CMC Markets $CMCX full focus on $ 16T-30T #RWA sector with STRX.

When Wall Street predicts a new “$ trillions” sector: (a few companies go all in)

Tokenization RWA → StrikeX $STRX +???%
Internet → Cisco +4,000%
Cloud → Microsoft +1,000% / Adobe +1,200%
EV → Tesla +20,000%
Space → thousand % runs

[Tokenisable @Tokenisable]

Regulations and legal for StrikeX $STRX tokenized stocks differ heavily by region: a real challenge to involve all CMC Markets $CMCX clients in upcoming TradeStrike app.

Solution: StrikeX tokenized assets from multiple regulated issuers across multiple blockchains,
to ensure that all 2 million CMC users can connect with upcoming tradestrike app and can get access to tokenized stocks while being regulated for the right region.

Every tokenized stock trade uses STRX token as gas abstraction in Tradestrike app.

Why choose as many eligible issuer in each CMC user’s region?
To maximise StrikeX profit and reach as many CMC clients as possible.

One app. Multiple issuers. Multiple chains. Every trade uses STRX token for gas.

(upcoming TradeStrike app official quote) — “Tokenised assets from multiple issuers and across multiple blockchains become available alongside cryptocurrencies within the same platform…”

Some of my possible geusses of issuers and blockchains:

[Tokenisable @Tokenisable]

Difference between tradestrike app $STRX tokenization #RWA utility with their own product vs. Different issuers:

1. StrikeX’s own tokenized stocks (StrikeX / CMC hybrid products)
Uses the StrikeX Tokenisation Engine.
Every Proof of Integrity (PoI) commit and batch anchor consumes STRX from a provider credit vault.
The consumed STRX is burned.
This is on top of the normal blockchain gas fee.
This is the official, documented utility of STRX right now.

2. Third-party products issuers:
These tokens are already issued by another company.
They are just being accessed or traded inside the StrikeX TradeStrike interface.
Forcing STRX as the gas.

[Tokenisable @Tokenisable]

@RWAFoundation_ @BlackRock @jpmorgan @Citi @GoldmanSachs @HSBC @BankofAmerica @UBS @MorganStanley @WellsFargo @BNYglobal @FTI_US @BNPPAM_COM @bancosantander @StanChart @WisdomTreeFunds Count @CMCMarkets in to 😉https://t.co/qhDBLfPWpZ

[Joe | StrikeX @Joe_Jowett]

TradeStrike is the foundation for everything that comes next. Our on-chain super app.

- Solana Smart Accounts
- EVM Smart Accounts
- Passkey protected
- One tap anything to anything swaps
- Gas Abstraction

[Tokenisable @Tokenisable]

Of 2 million CMC Markets $CMCX users: 281,442 investing clients sit with £164,500 average capital. More capital per client than these utility tokens: LEO, LINK, XLM, ONDO, AAVE.
CMC clients will use StrikeX $STRX 24/7 tokenized CFDs, ETFs, commodities & stocks...Not if but when.

[Mrs. 67Chevy @1967ClassicCars]

Nice article about CMC Markets and their vision for 2026-2027 and years to come.

https://t.co/48a57HFT57

[Tokenisable @Tokenisable]

https://t.co/MaiJHR2Ri0

[Tokenisable @Tokenisable]

How much crypto and stocks volume does CMC Markets $CMCX generate now, and in 2027? That volume could flow through StrikeX $STRX V0.5 (Crypto) + V1 (Stocks) 24/7 trading and RWA tokenisation:

CMC FY2026 net operating income: £392.6M
CMC daily volume 2026: $40B
Over 252 trading days: $10.1T
=
So £392.6M net operating income, with an estimated ~$10.1T annual trading volume (based on $40B average daily volume over 252 trading days),
Assuming ~20% of that is crypto + stocks.

To calculate volume that could flow into StrikeX in 2027:
FY2027 CMC official net income forecast: £550M
My 2027 CMC daily volume prediction: ~ $56B
Over 252 trading days: ~$14.1T

~20% of CMC volume is combined crypto + stocks:
Crypto (5%, already 24/7) $2.8B × 365= $1.02T
Stocks (15%, current 252 days) $8.4B × 252 = $2.12T
Combined = ~$3.14T
Combined if stocks become 24/7 = ~$4 Trillion ✅

Potential notional volume of CMC crypto + stocks activity that could be supported by StrikeX in 2027: ~$4 trillion.

(StrikeX V1 may also include tokenised CFDs, ETFs, commodities — not included here)
(Excludes any volume from new institutional partners using the StrikeX API)

[K!SH | StrikeX CCO @AiyoKish]

Really excited to finally see TradeStrike in the hands of our beta testers!

It's been months of designing, refining and obsessing over details. Seeing it reach this stage is a huge milestone for StrikeX 💙

Pumped for the feedback that will help shape what's next⚡️

[Tokenisable @Tokenisable]

StrikeX V0.5 the first $STRX utility: gas + platform fees paid in STRX.

V1 is expected to follow shortly after with #RWA tokenization of stocks.

CMC’s 2m+ user base across trading and investing platforms will have access to this infrastructure and interface. Not if but when.

[Tokenisable @Tokenisable]

CMC Markets $CMCX ~$208M more revenue FY2027 Income than expected. Where is that new profit coming from?🤔

CMC’s main target: push $STRX RWA tokenization 24/7 trading for CMC users + institutional partners.

Everton retail and CMC users will be going into upcoming (StrikeX V0.5 V1 infra) multi-asset platform , the SuperApp. And 400 CMC institutional partners are being offered StrikeX api.

How Markets Value Profit:
Markets value companies and tokens using profit multiples, with the P/E ratio (Price-to-Earnings ratio).

What $208M Profit Would Mean for STRX market cap:
Conservative / 5x $1.04B MC
Normal growth / 8–12x $1.7B – $2.5B MC
High-growth/ 15–25x $3.1B – $5.2B MC