TLDR: We are building a dashboard for tokenized stocks to track distribution, velocity, and utility
When it comes to tokenized stocks, a lot of analysis focuses on the headline dollar amount. "$2B in tokenized stocks already onchain" - that's cool, but it's not the full picture.
We argue that distribution, velocity, and utility matter just as much as magnitude:
1️⃣ Distribution: How many wallets hold the stock? How concentrated is the ownership?
2️⃣ Velocity: Do wallets just hold and do nothing? How many net new holders? Where are the stocks being traded?
3️⃣ Utility: Is there onchain liquidity? Can the stock be used as collateral in a lending protocol? What about margin on a perp DEX?
These metrics are still barely tracked and discussed on CT.
@Bas3dPeasant and I are building a dashboard focused specifically on them, broken down by platform, stock, chain, and DEX.
More soon 👀
*figures in the screenshot are illustrative only