matt(@mattdotfi):solana:Xs78JED6PFZxWc2wCEPspZW9kL3Se5J7L5TChKgsidH is by far the most successful tokenized stock in DeFi for multiple reasons: deep liquidity onchain, wide distribution, retail appeal. You can see it on @pendle_fi: - TVL: $39M ($5M in liquidity in the +/-10%) - Volume: $500k per day (on average) Compared to all the others: - 444x the TVL and 155x the volume (last 24hs) of Robinhood’s $PFE. - 475x the TVL and 15x the volume of Coinbase’s superTSLA. There are a few takeaways from this: 1. STRC itself is the perfect stock for Pendle. 2. Low dividend and exotic yield-bearing tokenized stocks do not have enough appeal or structural demand coming from DeFi users (I told this to everyone multiple times and no one has proven me wrong so far). 3. @xStocksFi still is (even in the aftermath of the RH memestocks frenzy) and will remain the standard in DeFi for tokenized stocks.

2026.10.16 09:23

solana:Xs78JED6PFZxWc2wCEPspZW9kL3Se5J7L5TChKgsidH is by far the most successful tokenized stock in DeFi for multiple reasons: deep liquidity onchain, wide distribution, retail appeal. You can see it on @pendle_fi: - TVL: $39M ($5M in liquidity in the +/-10%) - Volume: $500k per day (on average) Compared to all the others: - 444x the TVL and 155x the volume (last 24hs) of Robinhood’s $PFE. - 475x the TVL and 15x the volume of Coinbase’s superTSLA. There are a few takeaways from this: 1. STRC itself is the perfect stock for Pendle. 2. Low dividend and exotic yield-bearing tokenized stocks do not have enough appeal or structural demand coming from DeFi users (I told this to everyone multiple times and no one has proven me wrong so far). 3. @xStocksFi still is (even in the aftermath of the RH memestocks frenzy) and will remain the standard in DeFi for tokenized stocks.