The period we’re in now reminds me of Base when ape store meta died off and virtuals came onto the scene.
Part 2 of RH szn is gonna be the next money maker.
Just my insight speculate how you’d like.
Don’t forget @wagmiAlexander supported this dude.
A month ago we launched $LAPTOP.
Within minutes, we had a chart that looked like every celebrity rug ever. Completely broken.
I promised you a full independent accounting. Here it is.
1/
AA retweeted
Votes on up set a ceiling for each pool. Fees decide how much of it gets paid, and the rest is burned.
That ceiling can be raised at any point in the epoch. If a pool starts pulling more volume, more emissions can reach its LPs while it's happening, where the growth is.
Emissions follow demand within the week, without waiting for the next vote or a cooldown to run out.
Coming up: releasing emissions mid-epoch to new pools with no votes yet, the moment demand appears.
up.
Interesting
JUST IN: $PONS REVENUE IS DOWN OVER 90% IN THE LAST 3 WEEKS
DAILY TOKEN LAUNCHES HAVE FALLEN FROM 36,000 TO UNDER 6,000
I saw a lot of fud the past few days about $Stonx
Some don’t really get it.
“It’s just a launchpad with new pairs”
“Coinbase are issuing more stocks so they don’t need @st0x_io”
“Team are slow on delivering or not really got anything planned”
I believe being an issuer is one thing. But being a pad which you can execute anything to do with stocks is another.
What I expect is a team to deliver a monster. Bringing stocks which nobody even brings. Coinbase don’t care about a low cap stocks. Nor does RobinHood. A platform which will bring every low cap stock on chain. From every market is what I’m betting on.
Not just that. I expect more ways the team deliver in making the flywheel greater.
Don’t forget they did move onchain than the Nasdaq did on FGI.
Have they bought anything else other than a single low cap? No they haven’t but I’m betting on the team to deliver and bring a monster on chain. Something nobody has done.
What I expect to what will happen is two different things. But that’s this space. It’s better than betting on lowcap memes which most the time end up at 0
Time will tell.
Traders vs Traders
Ca vs Ca
Institutions vs institutions
Volume vs volume
Trading bot vs trading bot
Cash-back vs cash-back
Chain vs chain
My take. It’s going to get messy.
Enjoy it. Understand it. Make the most of it.
Take advantage of it. Hope we all win from it.
AA retweeted
Here's why I'm bullish on up-2:native.
> Best veDEX tokenomics. They pay emissions just slightly more than the LP fees that go to veUP voters.
>This means there's much less inflation compared to other veDEXs.
> If the price of UP goes up, they don't have to release as much UP to LPs.
> Already have initial product-market fit and pulling great numbers
> DEX volume numbers and revenue are better than a lot of other smaller vDEXs when they first launch
> Doxed dev. Worked on Aborean DEX on Abstract. Been in crypto since 2017. Seems well-connected.
> Featured on Binance Alpha
> veUP APR is quite good and might rise over time as Robinhood chain gets more volume
> There are quite a lot of veUP lockers, circulating supply has been flat over the last few weeks.
> Founder knows how to do marketing too, going on podcasts and stuff.
> Built by someone who deeply understands DEXs, veDEXs, and their pros/cons.
> More features in development that has not been shared yet
> No VC.
> Robinhood chain is likely to grow over the next 1-3 years. Likely surpassing Base.
> Native dapps tend to get better treatment from the people that run the chain.
> Still very new so no exchange listings yet. Paying for listing fees isn't a problem either because protocol is generating revenue.
> Growing revenue and TVL if you zoom out.
> Still holding up decent numbers despite little action on RH right now.
> Already partnering with a lot of projects. Integrated with DEX aggregators too.
> Trades at a much better value compared to veDEXs like AERO.
> A lot of people don't do research and fade it because of high FDV number. mcap matters more in this case.
Up only season.
AA retweeted
Stonx roadmap
Stonx is where memecoins launch against real stocks, onchain.
Fees in the stock. Burns in STONX.
Done
- Fees paid in the stock on STONX and every launch
- Protocol fees to one wallet, 80% buys and burns STONX
- STONX creator fees split to their own wallet
Now: the burn loop
- First buybacks and burns, spread over time, published after
- Burn the 18.1M STONX, 1.8% of supply 🔥🔥
- Move the protocol share to a burn contract so it runs without keys
Next: analytics
- Fees earned per coin and per wallet: creator, protocol, holders
- Buybacks and burns: amounts, hashes, running total, supply burned
- Volume, holders and fees per stock
Next: custom fee settings at launch
- Fee rate 1% to 3%. Protocol always 30% of it
- Creator splits the other 70% between creator wallet, holders, burn
- Holders paid in the stock
- Everything arrives in the stock. Nobody is paid in the meme coin
Built, not yet open: multipair
- One coin paired with up to three stocks, one pool each, same
opening price, liquidity locked, fees in each pool's stock
- Contracts live on Base, probed end to end
- Remaining: launcher UI and indexer support
Then: more markets
- US stocks today. EU, Asia and MORE PENNY STOCKS as they come onchain
- Every new tokenized stock is a new pairing on Stonx the day it lands
- Multipair means one coin can span markets
New design
- Platform and socials. Brand assets first, then the app
Then: more chains
- Robinhood Chain: same contracts, same fee model, launched against
Robinhood's stock tokens
- 12.3M addresses since July. Memecoins are most of the volume, and
memecoins paired with stocks are already the biggest thing there.
The model works. Ours pays fees in the stock, locks liquidity and
burns STONX on every trade
- More chains follow wherever tokenized stocks land
- Every chain feeds the same STONX burn policy
Then: cross-chain routing
- Buy a Base coin from any other Stonx chain without bridging by hand
- Comes after the chains exist
Then: beyond stocks
- The launchpad works against any onchain asset with a real price.
Stocks are the first vertical, not the only one
- More verticals are scoped. We announce them when they are ready
to launch, not before
- Every vertical pays fees in its underlying asset and feeds the
same STONX burn
Ongoing
- Working out the best cross-chain experience so users on every
chain trade together
- Improving the tokenomics and flywheel as we see what the numbers do
Order: burn loop → analytics → custom fees → multipair opens →
design → Robinhood Chain → cross-chain routing → new verticals
This is where we are today. Order can move with the market
Some things are left off this list on purpose. We'd rather not hand
out the playbook
With time and execution you'll see what happens
Lets cook
People don’t seem to understand.
We have an issuers who issues whatever stocks they have access to which is @st0x_io.
@Stonxfun is a pad with the same co-founder. Providing us innovative Tokenized stocks before any pad / platform / chain. Has got.
Excited what they bring on chain next ?
A big market no one seems to have got right is Penny stocks. ? Can this be the major catalyst?
Looking forward to the roadmap drop today. Let’s see what the team has to deliver.
I’m betting on the infrastructure not just the pad. No pad has the full infrastructure behind it. Millions coded. Base showing its support. When will you? Don’t follow the masses follow what makes sense.
I’m no KOL. I’m just a degen with conviction.
base:0x89d8cb38067b55f820f29a9e12d0ce18682a2bfc
Jesse is literally bull-posting for more tStock issuers and @st0x_io is way ahead on Base
They’re really impressive. Expect more
xitter.cf/jessepollak/status/209…
