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spyzer
@spyzer
(Meme)coin trading--education & Content creator. Stay delusional @UN10001 @TroupeKZ
1.1K Following    31.8K Followers
“The next phase will depend less on how many stocks are tokenized and more on what investors can do with them once they arrive.” Something first onchain hedge fund something? It will be so obvious in hindsight 🤷‍♂️ @Wall3_RL robinhood:0xc31d45f8a4f319553bb019fd042dfe375bd7d243
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Tokenized stocks are arriving onchain faster than DeFi can put them to work. The value of distributed tokenized stocks is approaching $3B after growing nearly tenfold since the start of 2025. Securitize's SECZ is the largest individual tokenized stock by value. Strategy and Circle account for three of the next four largest products. Use of tokenized stocks in DeFi remains limited. Deposits grew from almost nothing in mid-2025 to roughly $202M by early September, but they represent less than 7% of total tokenized-stock value. Most of that capital is concentrated in trading pools and early lending markets. Trading and lending give investors ways to use tokenized stocks without moving their capital back through traditional markets. Keeping that capital onchain can support deeper markets and tighter pricing. The next phase will depend less on how many stocks are tokenized and more on what investors can do with them once they arrive.
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$18.4B of onchain capital is already run by someone other than its owner. Demand for delegated onchain management exists. September research records $18.42B across capital allocators, basis trading, yield aggregators and indexes on 3 Sep 2026. 1/9
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They're already looking into integrating Jev (check images below) Shipping multiple updates every single day. There's something about exponential growth Where will @auto_protocols be in a couple months from now? Chart looks amazing as well 💤 zzz-2:native
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Communities are often split into separate groups by language: e.g. Main group, Group (Portuguese), Group (Korean) Now, everyone can join the same discussions in one shared space, using any language
The next generation of finance should give everyone the tools once reserved for a few. That’s the future we’re working towards at Wall3 Labs.
Tokenization is coming to America. Thanks to the SEC’s leadership, Americans can start to reap the benefits of tokenization: instant settlement, 24/7 trading, fractionalization by default and more. It’s a good day for US innovation.
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I’m workin on the most in depth educational memecoin youtube series EVER made Save this post & follow me so you don’t miss it when it comes out 🫡 After feedback from you guys, the new voiceover is now done What do you guys think? Also little status update for those interested ; Episode 1 is completely finished Episode 2 is being edited right now The script of 3 is finished as well (Total of 15 episodes) Currently working on the 3D animations for the third one as it will be the most technical heavy (have to explain concepts such as blockchain, how a liquidity pool works, slippage etc) so I definitely want the visual part of it to be as of much help here as possible ETA on the series ; a month from now Will share more clips along the way there & ask for feedback, I genuinely really appreciate you guys on that. Negative or positive doesn’t matter, I just want it to be the best it can be
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Hired someone new for the VO, will redo the whole episode Thanks for all the feedback, I really appreciate it Want to make this series the best it can be
$ZZZ Task system has started to come online. Many suggestions discussed over the last few days have now begun to be implemented. Expecting improvements to come fast, especially as the new system gets refined and automated. Still early but making solid progress every day.
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$ZZZ 1. Discussion and decisions platform (Completed) 2. Automated Task Management (In Progress) 3. Task Execution by People and AI 4. Community Rewards 5. Expanded Task Capabilities 6. Project Discovery We’re going so much higher
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Need this type of a chart to full port
Why $WALL3 is still under the radar & imo an extremely undervalued token ; When they launched there was no info on how the token would accrue value & no real timeline on when the treasury would open Robinhood pushes for RWA & agentic trading. @Wall3_RL does both. And they literally require the onchain stock liquidity/infrastructure to improve in order to get their fund onchain. Uniquely aligned goals with @vladtenev @RobinhoodCrypto There are so many external treasuries farming yield/sitting in stablecoins or more recently, idle in onchain stocks. Isn’t it more interesting to direct funds to the first hedge fund onchain? Or just anyone. Run it non custodially in your own wallet. Because that’s what it is. The first onchain hedge fund, doxxed team (founders sold company before & worked at multi billion asset management firms), do your research into them From their disclaimers you can see they are being serious about legal compliance, and from their timing/what they’ve presented so far you can assume they’ve been working on this quite some time. Literally frontrunning everyone. A couple days ago, they released a paper on the utility of their token & here’s a TLDR on it 👇 — How much of the fees go to buybacks The lever is the "support share" (σ): •100% at launch. Every dollar of fee cash left after direct costs goes to buying $WALL3 on the open market and burning it. •Steps down to a floor of 50% over three years — but only once FDV passes $100M or TVL passes $50M, and never before October 2030. On the paper's own modelled path the step-down starts October 2030. •Fees are always charged in USDC, never in the token. Anything a customer chooses to pay in $WALL3 (10% discount) is burned directly, on top of the buyback. •Execution cap: purchases are limited to 25% of daily volume. Whatever the cap can't absorb goes into the pool as protocol-owned liquidity until depth hits 5% of FDV, then it also goes to buybacks. •Governance: holders of the access deposit are "intended" to govern share, floor, trigger and cadence so the parameters can change. The pitch: five fee-generating businesses (own treasury, partner wallets, model portfolios, research seats, a trade-time intelligence API, plus a pooled access vault), all charging traditional hedge-fund style fees ; 1.5% + 10–15% above a high-water mark, or 0.75% + 10% over the S&P for the long-only portfolios. All fees in stablecoins, all routed through one rule into buying and burning the token. The token's job is access: hold 2% of your tracked capital in $WALL3, or pay a 0.5%/yr pass instead. The headline model: $200k of seed treasury in October, modelled TVL of $944M by 2031 and $6.4B by 2036, with $11M and $70.9M of buybacks in those years. —- Not saying they will reach these numbers but even if its a fraction of it, the current price makes $WALL3 seem extremely undervalued to me 2.5M FDV, under 20% of that is circulating I will personally (high likelyhood) park 50-100k in the fund myself
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Reza, co-founder of @Wall3_RL just posted this “Our own treasury and the first partner wallets come next, expected in October. That treasury starts our onchain hedge fund strats for onchain treasuries. Every fee is paid in USDC and spent on WALL3.” The first onchain hedge fund going live soon with an amazing flywheel into their token 🤷‍♂️ robinhood:0xc31d45f8a4f319553bb019fd042dfe375bd7d243
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We released Company Intelligence this week. Our own treasury and the first partner wallets come next, expected in October. That treasury starts our onchain hedge fund strats for onchain treasuries. Every fee is paid in USDC and spent on robinhood:0xc31d45f8a4f319553bb019fd042dfe375bd7d243. Timing: onchain RWA, excluding stablecoins, went from $3.9B in January 2025 to $31B today. Larry Fink's 2026 letter puts tokenization roughly where the internet was in 1996. Those treasuries will need a strategy layer. That is what we are building.
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$BANCOR long thesis: 0xc55a4468a3e1c2dfe58dddad0188c71d5dffd740 circle almost had another name. in january 2014, twobitidiot published an article reporting that circle’s original name and brand was supposed to be bancor. the company chose circle, but the other name survived in an old post that’s still online today. [the original receipt] ( and that name already carried decades of history. in the 1940s, john maynard keynes proposed bancor as an international unit for settling balances between countries. the proposal never became the world’s monetary system, but the idea of money beyond national borders endured. [the keynes plan] ( then came the phoenix. in 1988, the economist pictured a phoenix above burning banknotes, wearing a coin marked 2018. the accompanying article imagined a future world currency. thirty years later, circle launched usdc on september 26, 2018. that shared year is a coincidence, and it became the visual thread in bancor’s mythology. [1988 archive] ( [usdc launch] ( the name resurfaced again in 2020, when jeremy allaire discussed whether a synthetic global digital currency could become a bancor on circle’s own show. he was discussing the monetary idea, years before this memecoin. [the official transcript] ( then circle introduced arc, a blockchain designed around stablecoin finance, with usdc as native gas. [arc announcement]( that gives $bancor its homecoming story: an independent community takes the name circle reportedly left behind, pairs it with the phoenix, and frames its arrival on arc as a return. an abandoned monetary idea. a name almost chosen. a bird that rises again. that’s the lore of $bancor: giving an old name another life. the project is independent, with no affiliation or endorsement from circle or arc, and is unrelated to bancor protocol’s bnt. [project site](
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So @jerallaire retweeted @TollyLabs latest post It doesn’t get more obvious than this $Tolly $Bancor (leading coin on Tolly)
There was high friction when I told you to buy coins on arc You had to otc & pay a 40-80% premium, I explained how to do so Now there is low friction since bridge & pump + fomo integration is live and my coins are 10-20x higher Send them into price discovery now
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There was high friction when I told you to buy coins on arc You had to otc & pay a 40-80% premium, I explained how to do so Now there is low friction since bridge & pump + fomo integration is live and my coins are 10-20x higher Send them into price discovery now
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For those asking on how to bridge/buy ; Bridge isn't open, OTC is Make burner wallet (also different seed phrase) wallet on @Rabby_io , send eth there and swap like 95% of that to usdc (usdc on eth) Then go on to OTC buy USDC on ARC and as receiving wallet, use EVM addy of ur basedbot If you don't have it yet you can use my ref link which has double cashback -> Then wait until order goes through and buy your favourite coins on Arc-- know that if you want to sell and take ur money out you'll have to OTC the other way around or wait until bridge goes live, which is on 16 sept
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Bridge into Arc just went live $Bancor has the best lore imo and is the main coin of a leading launchpad @TollyLabs I’m still holding all, if you want to understand why I’ve got such high conviction on this one, read the post quoted below
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Added $BANCOR to my conviction list. The Circle lost-name thesis + 2014 receipt was enough for me to take a position. Credit to @Bancorarc for the narrative. Launched on @TollyLabs too, still my favorite place for early Arc plays. Full thesis below ↓
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Hired someone new for the VO, will redo the whole episode Thanks for all the feedback, I really appreciate it Want to make this series the best it can be
I’m making the most in-depth memecoin guide video series that will release on Youtube for free Intro video is done & here’s a sneak peek of it, lmk what u think :) 13 more episodes to go, follow me to make sure you won’t miss the official release in a month or so 🫡
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I’m making the most in-depth memecoin guide video series that will release on Youtube for free Intro video is done & here’s a sneak peek of it, lmk what u think :) 13 more episodes to go, follow me to make sure you won’t miss the official release in a month or so 🫡
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For the people asking me This is NOT me It’s a random german account impersonating me, pls go report
next wave of high quality on-boarding that actually brings proper education is gonna bring permanent vol few
Latest vid going crazy 40k views already, 1200 bookmarks @ spyzercrypto on TikTok, go follow :) There is an enormous lack of education and I encourage every trader to go make content It’s not that me making content/being successful at it diminishes your chances, it actually improves yours Growing the pie alongside eachother If you thought that you’ve got no idea how big the demand is and how low the supply is
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The most complete (meme)coin guide Youtube series ever made 13 episodes This gonna be a movie, total runtime will be 3h or more I'd guess Give me a month or two max
@Celes_tine__ $10 -> $17 now. practicing what i learnt from @spyzer book