Sam(@0xTraderSam):3 ways to play tokenization: - the exchange layer (UNI + AERO + HYPE) - the liquidity layer (MORPHO) - the collateral layer (ENA) this is obv an ENA shill, but it seems deeply mispriced / misunderstood. there is so much upside if they become the primary collateral layer for idle stablecoins to earn yield from RWAs (spot and derivs).

Sam

@0xTraderSam

investing @recvcx | prev @messaricrypto, @ether_fi | opinions are my own, nfa | perpetually chalant, pursuing excellence.

Joined December 2021

939 Following 11.4K Followers

Sam@0xTraderSam

2026.09.17 19:27

3 ways to play tokenization: - the exchange layer (UNI + AERO + HYPE) - the liquidity layer (MORPHO) - the collateral layer (ENA) this is obv an ENA shill, but it seems deeply mispriced / misunderstood. there is so much upside if they become the primary collateral layer for idle stablecoins to earn yield from RWAs (spot and derivs).