Jordan retweeted
A lot of projects are focused on bringing stocks onchain, but @makinafi is looking at what comes next
Using tokenized equities as collateral, borrowing against them and deploying that liquidity into strategies creates another way to make stock holdings productive
Tokenized stocks have so much more potential than just being tradable onchain, giving holders more ways to use their assets, access liquidity and put their capital to work without giving up their stock exposure could bring an entirely new level of utility to DeFi
I've been into tokenized stocks since they were barely a thing on-chain. First, it was just the exposure, then weekend trading, then on September 25, Aave started accepting the Coinbase Mag7 as collateral on Base. I figured someone would build on that fast, and ten days later, Dialectic had seven Machines live on @makinafi.
Here's what actually happens when you put a stock in one. You deposit TSLAc and get yTSLAc back. The Machine posts the TSLAc on Aave V4, borrows USDC against it, and right now that USDC sits in another Makina Machine on Base, where Dialectic runs the strategy. The holdings page shows all of it: the Tesla collateral, the USDC debt, and where the borrowed money is.
The Machine token is priced in the stock itself, so yTSLAc doesn't track dollars, it tracks how much TSLAc each share is worth. If the strategy earns more than the borrow costs, that number slowly ticks up.
What made me comfortable is that Dialectic can only run pre-approved actions, and anything outside that list gets rejected on-chain. On the Steakhouse Machine, depositors can now even veto changes before they go live.
The risk is real, though. Google's earnings drop last week is exactly the kind of day that tests a borrow against a stock, and redeeming takes time because real positions have to unwind.
Jordan retweeted
Cars are now doing things they aren't "supposed" to do.
Stocks are also now doing things they aren't "supposed" to do.
Make your stocks fly. Deposit them into a @Dialectic_Group Yielding Machine on Makina and let them earn yield.
Jordan retweeted
Gold lease income, which powers the trade behind thUSD, starts with the businesses that need metal to operate.
In August, @AriPingle and @iggyioppe went to the India Gold Conference in Goa to meet them: refiners, mints, vaulting and logistics firms, exchanges and brokers.
Special thanks to our partners @Monetary_Metals, @StoneX_Official and @MarexGlobal, and everyone who came to our event.
Jordan retweeted
Stonks are live on AnomaPay!
You can now hold, send, and gift tokenized stocks privately, starting with the top bStocks on @BNBCHAIN
Get started at anomapay.app
Stonk szn is here.
Introducing private tokenized stocks on @Anomapay.
Now you can hold, send, pay, and gift select @BNBCHAIN bStocks while keeping your portfolio and capital movements confidential.
Get started at AnomaPay.app
Jordan retweeted
The playbook for the next wave of unicorns
Find things that already command massive cultural value with mainstream consumers, then build crypto powered financial instruments that make the experience 10x better
Wondering why not more people are talking about this, so I think you either missed it or don't realize how huge it is:
a shadowless PSA 10 1st edition Charizard sold onchain yesterday for $600k (!!).
the fees were literally $0.
now compare that to the Charizard sold in the Logan Paul x Goldin auction:
the winning bid was $770,000. the final price was $954,800.
that's a stunning 24% in fees, and as a cherry on top, you get settlement that's slow af, complicated KYC, annoying physical logistics, and horrendous customs taxes on top of it.
annoying for the seller, annoying for the buyer, only good for the extractive middleman.
whether you're a fan of Gachas or not, one thing you can't deny: these marketplaces are orders of magnitude better when built onchain. and I'm amazed to see it already happening as we speak.
decacorn potential here.
Jordan retweeted
[MOTION DETECTED]
CZ in Kazakhstan with the Deputy Prime Minister.
I guess we are doing nation-state BD now.
Jordan retweeted
DWF Labs is now a registered Virtual Asset Service Provider (VASP) in the British Virgin Islands.
This expands our regulated footprint and unlocks OTC trading, market making, and ecosystem services for institutional clients, all through a BVI-regulated entity.
Read more. Link in comments.
Jordan retweeted
Michael Truell was 21 when he started Cursor.
Today he's 25 and just sold it to SpaceX for $60 billion.
Check your calendar.
Cursor is now part of @SpaceX.
Today, we have officially closed our acquisition. We will join the @spacexai team to help make Grok the world's most useful AI and improve Grok Build, Grok Bot, Grok API, Cursor, and more.
SpaceX has built some of the most inspiring and impressive technology in the world, and we’re grateful for the opportunity to become part of such a special company. Onwards.
Jordan retweeted
Introducing confidential swaps on @AnomaPay, powered by Anoma and @bebop_dex
Swap without revealing your movements or strategy. Guaranteed quotes, 0 slippage.
Now live on @ethereum with support for additional chains and assets coming soon.
Get started: anomapay.app
Jordan retweeted
The official Fluent dashboard is now live on Blockworks.
Track onchain activity, revenue growth, USDnr supply and more.
Blockworks data everywhere
NEW: Now tracking @fluentxyz, a consumer-focused chain with a blended execution environment, an onchain reputation system, and an integrated stablecoin.
Track Fluent's financials, onchain activity, and their native stablecoin, USDnr, in a single place.
ALT Dashboard displaying Fluent's onchain metrics, including transaction counts, active addresses, fee costs, gas throughput, contracts deployed, and top contracts.
Jordan retweeted
Higher activity used to mean higher fees. Since Dencun, that tradeoff has broken.
Activity +80% Fees -98%
L2s consolidated from 110 to ~90. A back-to-mainnet moment is underway.
Lower burn is the price Ethereum pays to expand its economy. What it gets in return 👉 July Rollup
Jordan retweeted
The @blknoiz06 thesis around personal brands and the creator economy is correct.
Millions of people express beliefs about other people every day. Crypto makes financial tools for expressing those beliefs accessible for the first time. That’s what people want.
Jordan retweeted
the amount of capital being deployed into crypto right now is something to pay attention to
DWF Labs has funds covering DeFi, AI agents, and liquid markets, which are all areas that could see serious growth over the next few years
what I like is that they’re not just investing and walking away, they’re also providing the support, connections, and ecosystem resources that can be just as valuable for early teams
We back projects end-to-end.
Our mission is to support our clients and portfolio companies through all stages, and our team of dedicated ecosystem managers is happy to help either directly or through connections in the space.
We are actively deploying capital to ambitious teams and projects through our funds.
Our latest funds can be seen on our website dwf-labs.com.
Reach out to us to apply or find out more.
