Part of the reason I’m more bullish memes for now is that the half life of excitement for new tek is dramatically shorter than it was 1-2 years ago. Probably a side effect of AI psychosis, where anyone thinks they can build anything, shiny objects lose their luster much faster.

Honestly, it was cool though. Now we can go back and read those cope posts about NoT EnOuGH LiqUiDiTy. Not only did distribution just improve, but we just saw artificial-inu-3:native ever improving liquidity mechanics in action. The fact this chart held up from a 7fig one click exit that well, especially this early in its life span is remarkable, quite frankly. Unprecedented. We have truly not seen anything like it. Board sit.

Another thing people miss IMO — if you assume a wave of fresh $ comes via tokenized equity, and you agree it goes down the curve to stock pairs… Gotta assume people pick those pairs like they pick the stocks themselves. Highest demand underlyings command the highest ceilings.

Something interesting I’ve noticed is that all of my posts about Robinhood get a lot of (usually negative, lol) engagement from stock accounts. Just an interesting observation on the topic of distribution. Probably nothing.

Lots will call this kinda stuff ridiculous. Perhaps they will say that about me too. But I can only stand here and say that I see no reason that this does not have a legitimate shot at being the largest memecoin in crypto. Where is NVDA in a year? Robinhood? Tokenization?

I’m afraid many people are still missing the point of memefi and why it isn’t just about alternate pairings. the next $100B is coming on chain through tokenized equity. that part is settled. the question is where it flows next. altcoin pairs are fun because they let you catch parabolic upside with low friction. in that sense they’re a feature just like multichain apps. it’s not novel, it’s just repackaged. but new money hasn’t flowed into crypto in years. you can’t sustain a profit because you’re trading amongst yourselves. when $100B flows into tokenized equity, equity pairs are just a derivative, like options. they are something retail immediately understands, novel enough to wake up dormant capital, and a new primitive the big players are incentivized to push. don’t miss the forest for the trees.

Probably many underestimating exactly how valuable it is for Vlad to tell the street that they have invented new primitives. Probably many underestimating exactly how many people will be interested in buying them.

Just to put this into perspective… Total value of ALL tokenized stocks onchain today is $3B They process the equivalent of the entire tokenized stock market in about an hour of conventional trading. No ceilings.

Vlad Tenev, CEO of a brokerage with 30M customers and 300B in equity volume last month, stood in front of a room of Goldman Sachs bankers today and talked about tokenized stocks & memes. and you sold your coins because of vibes. lol. lmao even.