Most NFTs are created by minting. QUOTRONS are created by destroying a token. After spending the last few hours reading the docs and following the developer's posts, I think the most interesting part of Quotrons isn't the tokenized stock rewards. It's the economic model behind them. The system starts with an ERC-404 token called $QUOTRON. As long as you hold whole units, you have a liquid asset that can materialize a Terminal. But you can choose to Hardwire it. $QUOTRON ↓ Burned forever ↓ Permanent Terminal NFT ↓ Starts earning tokenized stock rewards This isn't staking. It isn't locking your tokens. The liquid supply is permanently destroyed to create productive infrastructure. Every new hardwired Terminal means less liquid $QUOTRON exists. Then comes the flywheel. Every buy and sell of $QUOTRON goes through a permanent 3% fee. Trading $QUOTRON ↓ 3% protocol fee ↓ Tokenized stock rewards + Permanent LP growth + Buyback & burn of $STONKBROKER ↓ More value flows back into the protocol Each Terminal is linked to a specific tokenized stock like NVDA, TSLA, AAPL, PLTR or MSTR, while different Terminal models have different reward weights. There are also rare Relics with their own reward mechanics. Another detail I found interesting is that Quotrons isn't trying to keep trading inside its own website. The team published the router, contracts and integration docs so wallets, aggregators, bots and other apps can build directly on top of the canonical trading route. No API keys. No private backend. Just smart contracts. The project also went through a V1 exploit related to ERC-404 approvals. Trading was paused, the protocol migrated to V2, users kept their assets, and the system was rebuilt before reopening. I actually like seeing that history because it shows how the team handled a real production issue. After digging into everything, this is how I see it: StonkBrokers turns an NFT into a financial account. Stackers turns an NFT into a vault. Quotrons turns liquidity into permanent productive infrastructure. That's a very different way of thinking about NFTs. Do you think we'll see more protocols where NFTs represent economic infrastructure instead of just digital collectibles?

obviously im biased on $fwa, i’m literally building on it. but that’s kind of the whole point I didn’t choose to build here because of the token nor the volume. I chose it because for once building on top of something is easier than forking it. and i’m not alone in this. artists lining up for fwair, devs in group chats sitting on stuff that isn’t public yet. all of it ends up as volume in the same pool instead of ten forks fighting over the same users can’t remember the last time something launched and the builder reaction wasn’t "i could copy this" but "i could build on this" the chart will do whatever it does. this part is why i’m bullish

Gmoney takes apart Burry's AI bubble thesis with the datacenter numbers “I just think he fundamentally misunderstands what's going on here” “Between CoreWeave's and Nebius's numbers yesterday and their conference calls, CoreWeave on Tuesday night, Nebius yesterday morning, they basically were saying that they are now redoing long-term leases for the A100s, which are like four or five years old already, for another three years, at higher rates than they were being previously rented for” “So that pretty much breaks down his entire thesis” “His original thesis for why there was an AI bubble is that these companies were depreciating it over six years, but the useful life was only three years, so they were doing financial accounting in order to take advantage of these accounting rules” “And that really just shoots that bear thesis right in the head, puts it out back to sleep”

Gmoney says $NVDA could be setting up for another major move while $NBIS has $300 in sight “Nvidia has had a long consolidation, and I think at some point it’s really going to start to catch legs.” “As people start to realize that Nvidia is not over-levered and that they’re doing the right moves for their business and AI long term, I think it’s going to have another powerhouse move up.” “Nebius is just the darling right now. I think $300 is a magnet.” “The biggest overhang for Nebius is that they have an ATM, which means at some point they’ll sell stock to raise money.” “But regardless, the numbers were good. I was reading it and I was like, I don’t see any hair in this whatsoever.” FT @hunterorrell @gmoneyNFT x @fullportshow

Gmoney on the rule that keeps him out of any market where he has no edge “As a trader you just need to adapt to markets that are changing. When the markets change, if you don't adapt, you're going to stop making money, you're going to have to find something else to do” “So good traders adapt. That being said, not every trader needs to trade every market. There were sectors personally that I wouldn't touch, because I don't like biotech” “I don't trade biotech, I don't understand it, I don't have an edge. If I don't have an edge, I don't need to play, there are plenty of other places where I feel like I have more of an edge” “Meme coins, for me: I don't trade them. I don't have an edge, I don't understand it, and I don't want to be staring at my screen 24/7 trying to catch something before it goes” “It's just not the way I trade” w/ @gmoneyNFT, @hunterorrell, @fullportshow

Gmoney says you don’t need to trade every market to be a good trader. “As a trader, you just need to adapt to markets that are changing. If you don't adapt, you're going to stop making money.” “Not every trader needs to trade every market. There are sectors personally that I wouldn't touch.” “Memecoins for me, I don't trade them. I don't have an edge. I don't think I understand it.” “I'm not saying that it's wrong. If people want to trade that way, fine, do it.” “But if you don't like the game, just don't play.” FT @gmoneyNFT @hunterorrell @fullportshow

$NBIS UPDATE: Judge rules that Construction on Nebius Birmingham Data Center is Allowed to Continue Until March 8th Non-Jury Hearing 🔥 The note is behind a paywall which I was able to pay for to access, but here is the portion of the article highlighted and two key points: 1. Non-Jury Hearing — This is a key point as the judge will decide legal issue not a jury 2. Construction Can Continue until the hearing — This is Massive as Nebius will be able to move forward with substantial completion of the data center by March 8th and the chances of any ruling stopping a buildout at that advanced stage are far more slim.

"This is the largest build out in history and we don't have enough money for it." @0xZergs from @USDai_Official discusses what the team is seeing in the market right now with the the deals they're funding.

GMoney compares the Pumpfun vs. FOMO battle to Courtyard vs. Collector Crypt, and says token liquidity could be the ultimate differentiator in Web3. Without a token, ownership stays locked within the VC cap table. With one, anyone on-chain can take a position. “FOMO vs. Pump reminds me a little bit of Courtyard vs. Collector Crypt.” “They’re still going to be winners because they have a liquid token.” “Courtyard has no token, Collector Crypt has a token.” “I fortunately was a seed investor in Courtyard, so I have a horse in this race.” “Anybody on-chain can express that position... on FOMO, if you’re not an investor on the cap table, you can’t.”