I write about products, markets, and capital in Web3.
web3
Joined December 2021
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codlyn retweeted
50,000 downloads in two weeks is no small start. Now I’m curious to see what people discover with the new update and that growing AI catalog.
@potentially_agi
🤝 Paid partnership
codlyn retweeted
I keep seeing predictions that tokenization, stablecoins and other crypto sectors
will attract huge amounts of capital over the next few months.
There's already activity in these sectors,
but how much of the capital people are talking about is actually flowing in, and how much is still expected to come?
codlyn retweeted
BACK TO BACK wins on Jack.com and N3on is acting like it's just another day
Someone explain this luck to me @N3onreload
codlyn retweeted
I actually think “we’re still early” still makes sense.
Electricity existed for decades before most homes had it. The internet existed long before it became something most people used every day.
And people who started building around those technologies years, even decades later, could still be early relative to what they eventually became.
So crypto being 15 years old doesn't automatically mean we're late.
Maybe we just don't know how far along we are yet.
codlyn retweeted
The $21B gain is obviously the headline.
But last week Strategy also repurchased $176M of $STRC , about 1.77M shares at $99.39.
$STRC has a $100 par value.
Back in July it was around $84. Now the discount is only about sixty cents, and the repurchases are still going.
That’s what I’m paying attention to.
Strategy reports a $21 billion gain on digital assets in Q3 2026. Last week, we acquired 334 $BTC and repurchased $176M of $STRC. As of 10/4/26, we hold 848,000 BTC and $5.7B of USD Assets. $MSTR strategy.com/press/strategy-…
codlyn retweeted
I've been fascinated by tokenizing private company equity for a while now.
You hear tokenization everywhere.
Real estate. Commodities. Public stocks. Funds. All kinds of assets.
But private company equity?
That one felt different to me.
So when I had to pick one asset category for this article, I already knew what I wanted to dig into.
What I didn't expect was how deep the rabbit hole would go.
The more I researched it, the more the question stopped being “how do we put private shares on @solana ?”
It became:
What exactly is being tokenized?
Who actually recognizes it?
What happens when it changes hands?
What rights move with it?
And why would a private company agree to any of this in the first place?
So many more questions that needed to addressed.
The deeper I went, the more fascinating the problem became.
The blockchain is almost the easy part.
codlyn retweeted
The “each new yield-bearing primitive expands pendle’s surface area” part got me thinking for a bit.
Does a new yield-bearing asset actually expand pendle’s TAM just because it exists onchain?
i'm not sure it does.
Yield existing onchain doesn't mean there's a market for it.
That's the part i think is easy to miss with pendle.
There's a difference between yield existing onchain and people being able to price plus trade the future of that yield.
The significance of @pendle_fi only continues to compound as newer narratives + asset classes emerge onchain.
Pendle has always been more than simply a yield layer.
It has increasingly serves as an avenue for value discovery across entire sectors, allowing the market to price + trade the future yield generated by whatever assets happen to matter at the time.
Narratives rotate, but each new yield-bearing primitive simply expands Pendle's addressable surface area.
That's probably one of the strongest characteristics of its PMF.
Pendle doesn't need to predict which sector wins next.
As long as increasingly more assets move onchain + generate yield, there will be demand to price, trade + hedge those future cash flows.
“As long as DeFi wins, Pendle wins."
$PENDLE
codlyn retweeted
We've spent a lot of time thinking about tokenized stocks as a way to bring traditional stocks onchain.
But looking at what @RobinhoodCrypto is doing, I think there's a much more interesting possibility.
What if the stock token isn't just the asset people come to buy?
$NVDA can be the quote asset for a memecoin.
It can provide liquidity for a pool.
It can be used as a referral reward, a loyalty reward, or an incentive to keep people trading.
And that's the beauty of tokenized stocks to me.
You're not just putting stocks onchain.
You're making them usable inside an entirely new financial environment.
Robinhood just flipped @RealityFi_xyz to become the world’s 5th largest tokenized stock issuer.
And the real story isn’t the ranking
It’s that stock tokens have finally found a incentive layer on RH ↓↓
_______
On @RWA_xyz's tokenized stocks dashboard, Robinhood now sits at #5 by distributed value, behind:
→ @Ondo | $832.3M | 395 RWA count
→ @bstocksfinance | $648.3M | 74 RWA count
→ @xStocksFi | $611.8M | 832 RWA count
→ @Securitize | $284.0M | 3 RWA count
→ @RobinhoodCrypto:
$154.5M in distributed value
1.27 million holders
$13.73B in monthly transfer vol (up 568% in 30D)
189 RWA count
$170M+ AUM onchain
None of this is proof of incentive but it's proof that RH is gaining traction in RWA, and for the right reasons.
Now let's get into how stock tokens are being used virally as an incentive layer and why no other RWA chain built this loop until Robinhood did.
The chains that carried RWA never made stocks an incentive layer even though they had more value than RH.
All real-world assets are on; Ethereum ($17.4B), BNB Chain ($5.6B), Solana ($4.3B), Avalanche ($1.7B), Stellar ($3.4B), Arbitrum ($0.9B) and Base ($0.4B).
But none of them optimized to include retail in what they loved the most - memecoins.
Robinhood, however, has the least distributed RWA value at $0.19B and has since made U.S. stock exposure the quote asset for memecoins.
They did so by issuing ERC-20 trackers for NVDA, TSLA, AAPL, HIMS, and 180+ other stocks.
Launchpads like @longdotxyz were built so community tokens launch into stock-token liquidity.
A revolutionary model that attracted even trafi attention to the point that @StoneX_Official analyst, Mark Palmer, called it the memecoin–tokenized stock flywheel.
This equally led RH to being the highest trading venue onchain, consecutively for weeks and the top application seeing insae volume and revenue worldwide happens to be a RH app - @ponsdotfamily.
So were other chains asleep or is Robinhood running the most aggressive marketing experiment in onchain equities?
Both, and neither, exactly
All chains optimized for what their services requires.
Robinhood did pure retail marketing
→ subsidize gas inside its wallet
→ celebrate meme culture
→ and let stock tokens become an incentive
And they've been doing this since last year, we all just caught on
→ EU Stock Token giveaway for new eligible customers: €5 NVDA + €5 VOO | 19 Nov 2025 → 31 Mar 2026
→ Gas subsidy + approvals for crypto and stock token swaps in Robinhood Wallet: threshold cut to >$0.50 | Launch → 29 Sep 2026
→ Long(.)xyz stock-paired launches and token rewards LP’s against stock tokens
→ Points for LPs on meme×NVDA, meme×TSLA, meme×HOOD pools
→ Referral bonuses paid in stock tokens
→ Loyalty points redeemable into stock tokens
This sent the memexstock market category parabolic that, on the 2nd of Sptember, meme×stock pairs saw a daily trading high of $217M.
I believe this category will grow even stronger as long as the incentive layer stays up.
Thanks for reading,
tradeguru
codlyn retweeted
I came across a post from @apys_co saying you could deposit USDC and earn NVIDIA, Apple, Strategy or SpaceX as the interest.
I stopped at SpaceX.
My first thought was basically, “wait, how are they doing that?”
So I went down the rabbit hole to understand what was actually happening here.
codlyn retweeted
Honestly i think we're still at the beginning.
Technology has this crazy way of compounding, where every breakthrough becomes a foundation for the next one.
AI feels like we're just starting to see what that can lead to
we are perhaps witnessing the greatest technological transition era in human history
humans transitioned from hunter-gatherer groups to settled agricultural communities using pottery and early tools
mechanization, steam engines, and electricity transformed global manufacturing and daily life
computing, the internet, and mobile devices connected the world in real time
we are in the AI era where advanced systems can now perform complex multi-step tasks and match or exceed human cognitive workflows
the biggest shift In human history is happening right now
codlyn retweeted
It’s not slowly becoming one. It already is.
And it’s not just software engineering either. AI is already creeping into fields you wouldn’t immediately expect, even medicine and radiology.
And I don't think it always means jobs disappearing.
In a lot of these fields, it could just mean AI taking over parts of the work and making the job easier.
codlyn retweeted
Onchain U.S. Treasury yield should be liquid, permissionless, & free to access. Now it is.
Introducing $aptUSD, a new U.S. Treasury-backed yield-bearing token built to make onchain cash productive without sacrificing liquidity.
No lockups. No liquidity concerns. ZERO fees. 🤯
Just hold $aptUSD and earn:
• 3.5% backed by U.S. Treasuries & cash equivalents
• Yield accrues automatically
• Instant exit, no fees
• Earn 24x Pips just by holding until Sept. 22
• Built to remain liquid and deployable across DeFi
• Live on $ETH, launching soon on $BNB, @Base, & $SOL
$aptUSD was built to be the attractive way to earn U.S. Treasury yield onchain. Now, market participants no longer need to take on unnecessary smart contract, platform, counter-party, and liquidity risk in DeFi.
With $aptUSD, you can earn while you wait to ape. 🚀
Learn more:
👉 docs.apyx.fi/product-overvie…
Swap into $aptUSD:
👉 app.apyx.fi/swap
codlyn retweeted
.@outcomexyz recently launched its HIP-4 markets with $1M in rewards attached
But the formula deciding who actually gets paid is more specific than the headline lets on.
Here's exactly how it works:
codlyn retweeted
Guys it seems @_ThePenSlinger account was suspended, I've been searching for him recently but couldn't finding him.
Is he still on this space somewhere?
codlyn retweeted
Apyx just made a major upgrade to protocol liquidity.
Today we announce that we've onboarded one of the most established market makers in crypto to support Apyx.
Deeper liquidity, tighter spreads, & better price efficiency between secondary markets & redemption value. 🚀
codlyn retweeted
Imagine someone walks up to you and says:
“I’ll pay you 10% a year.”
What’s the first thing that comes to mind?
Probably not just the percentage.
You’d want to know:
“For what?”
I think yield deserves the same question.
We usually look at the APY first and only later ask where it comes from.
But two products can show the exact same APY while the money behind them comes from completely different places.
That’s the question I started asking when I came across @Apyx_Fi .
codlyn retweeted
𝐖𝐡𝐲 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧𝐬 𝐍𝐞𝐞𝐝 𝐚 𝐑𝐞𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲
Getting fiat into stablecoins isn't as concerning as what happens after the money gets onchain.
Non-dollar stablecoins are growing, and fiat onramps are working across major currencies,
but much of that volume still doesn't translate into meaningful onchain liquidity or trading depth.
For instance, EURC has two things that matter;
→ Trusted regulation through MiCA
→ A domestic economy that gives people a reason to actually hold and spend euros.
That is why the UAE Dirham is super interesting.
DDSC is being built around the same idea, it is a regulated stablecoin connected to an economy with real demand for its currency.
Oil, trade, real estate and sovereign investment all create Dirham-denominated economic activity and this is where ADI Chain comes in.
The opportunity isn't simply to put another currency onchain. It aims to build infrastructure where real-world currencies can move, settle and actually be used onchain.
The next phase of stablecoins won't just be about bringing more currencies onchain, but will be about giving those currencies a real economy to serve.
ADI Chain → DDSC → Onchain Economy.
⛓️@ADIChain_ @ADI_Foundation⛓️.
🤝 Paid partnership
𝐀𝐃𝐈𝐜𝐡𝐚𝐢𝐧'𝐬 𝐕𝐞𝐫𝐢𝐟𝐢𝐞𝐝 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 𝐰𝐢𝐥𝐥 𝐩𝐥𝐚𝐲 𝐚 𝐛𝐢𝐠𝐠𝐞𝐫 𝐫𝐨𝐥𝐞 𝐢𝐧 𝐜𝐫𝐲𝐩𝐭𝐨 𝐞𝐜𝐨𝐧𝐨𝐦𝐲.
AI agents are moving from simply executing tasks to becoming economic players, but there is one thing they still lack, and that is trust.
As billions of dollars in B2B activity shift toward autonomous agents, counterparties need to know who they are dealing with and whether that agent has a reliable track record.
ADI Chain addresses this with ERC-8004, giving agents a persistent, verifiable onchain identity that does not reset with every new deployment or wallet.
Their reputation can grow through signed feedback, while independent validation adds another layer of accountability for higher-stakes transactions.
With projections of $15T in B2B spending flowing through AI agents by 2028, infrastructure like this becomes increasingly important.
The goal is to make the ai agents to be able to carry a verifiable record from its first transaction and build trust over time.
For developers and institutions exploring trusted AI agent infrastructure,vyou can follow the detailed guide to start building on ADI chain with this link:
docs.adi.foundation/core-com…
⛓️@ADIChain_ @ADI_Foundation⛓️.
