Onchain finance and NeoFi. ⓘ This account is known for giga-bullish positions on asset tokenization.
Terra Pulchra
Joined February 2019
- Tweets8.7K
- Following2.3K
- Followers7.1K
- Likes28K
Ray Buckton retweeted
So the Feds just attributed on a fucking Saturday and explicitly called out some folks.
FWIW every official attribution like this has been historically followed by cases and/or more sanctions against services.
😭
fbi.gov/investigate/cyber/al…
Ray Buckton retweeted
crypto bros say counterparty convexity then put their net worth in a coin whose liquidity provider is a 14 year old named fentanyl wizard
Ray Buckton retweeted
If your goal is to protect investors, then the Binance hack is an argument for digital assets legislation, not against it. Under §20204 of Clarity, a registered DCE must meet CFTC system safeguards core principles and hold customer assets at a qualified custodian.
Weakly supervised venues offshore are the problem and better global oversight of them is the solution.
OTH if your goal is to protect incumbents, then the Binance hack is great to point at.
RAM hypergamy maxxing (apparently)😤
Ray Buckton retweeted
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
- AI Mode is increasingly default Google experience
- AI Mode provides rich info and data in line, less incentive to leave search
- AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn
- Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company
- As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet
- This is a massive headwind to all media type companies who are not destinations
- This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and Monday.com get crushed by this funnel collapse
We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
Energy makes the MOST sense as a unit of account in the era of agentics and ubiquitous digital technologies.
I'm becoming @QuaiNetwork pilled TBH
From Big Bang to Blockchain, now playing live:
nitter.gq/i/broadcasts/2JQRAXYVN…
Ray Buckton retweeted
Onchain shareholder register 🤝 Onchain trading
Something pretty exciting is coming to Canton.
Pyth's RWA perp report just got cited on the ICE earnings call 🤯
The data behind it comes straight from the @RefractionRWA crew.
Onchain research is hitting Wall St LES GOOO 🔥
An incredible way to start a Friday 🎉
The @PythNetwork RWA perp report gets mentioned inside of the ICE earnings call in regards to average holding times for oil perps positions.
Refraction Research is proud to be a data source for Pyth's monthly perp reports 🙏
Ray Buckton retweeted
.@Paxos led stablecoin transfer volume growth (by issuer) over the past 7 days, +$5.5B.
That's 2x @Ripple in second (+$2.7B), ahead of @usddio_cn, @Polymarket and @Anchorage.
Data via @tokenterminal
Read the quote, not the headline 👇
@jpmorgan says it's still encouraged by tokenization and will keep evaluating.
That's a not yet, not a no. Good catch @RWAFoundation_ 🐘
.@jpmorgan said “We are encouraged by the potential of tokenization but also need to be thoughtful about how our shares are represented and traded. We've decided not to participate in this venue at this stage but will continue to evaluate opportunities as the market develops."
Encouraged by tokenization, just not ready for this one venue yet.
A whole portfolio in one token 🧺
@Ondo Intelligent Portfolios just went live on @solana.
Seven of them, three powered by @BlackRock.
Ondo Intelligent Portfolios are now live on Solana, including three portfolios powered by BlackRock.
Seven curated portfolios spanning income, growth, and thematic exposure, each delivered as a single onchain transferable token:
→ BRAINon: AI Leaders
→ YLD5on: 5% Targeted Income
→ YLD8on: 8% Targeted Income
→ MAG7Xon: Magnificent 7 & Crypto
→ BLKHIon: Ondo High Income Powered by BlackRock
→ BLKGRWon: Ondo High Growth Powered by BlackRock
→ BLKDIGon: Ondo Diversified Growth Powered by BlackRock
Each portfolio combines assets in one onchain token, with transparent holdings and programmatic rebalancing.
Ondo Intelligent Portfolios are going live on Solana with several launch partner wallets and apps, including Titan, 1inch, LI․FI, Jumper, and more.
This is just the beginning of a broader move onchain, as Ondo expands access to institutional asset allocation expertise across the Solana ecosystem.
One of the most thoughtful dialogues I've heard in a while on tech, privacy, ethics, and the future.
The @QuaiNetwork team and community are galaxy brains 🌌🔥
nitter.gq/i/spaces/1XyJYAJBarnme…
Why isn't every US stock onchain yet? ⏳
Under the SEC Innovation Exemption, third-party tokens wait 30 days per issuer. Issuer-sponsored ones skip the line.
Good reason why @fairmint, @SuperstateInc, and @Securitize are in a GREAT position.
Full breakdown 👇
nitter.gq/RayBuckton/status/2114…
$4B of stocks have now traded on @Base DEXs, and daily volume now regularly tops $100M.
Y'all gotta follow @tokenterminal if you're not already.
Tokenized Stocks
$1B/mo in Jan 2025
$30B/mo in Sept 2026
Mostly on @Uniswap, reported by @BlockworksData and @ARKInvest.
And, ofc, the @RWAFoundation_ brings it all together 🐘🔥
Tokenized stocks went from under $1B a month in January 2025 to $30B in September 2026.
And they moved onchain. DEXs went from nothing to 80% of volume in three months, led by @Uniswap.
Chart via @BlockworksData / @ARKInvest
RWAs on @solana just hit an all-time high of $5B+
RWA = real stuff. Treasuries, credit and stocks. All real.
As I've said: PURPLE CHAIN GUD💜
Ray Buckton retweeted
The herd is stronger together.
Tokenization isn’t a competition between networks, issuers, platforms or protocols.
We’re all working towards the same bigger picture: bringing financial assets onchain, opening up access and building the next generation of financial markets.
Different approaches, different structures, different ecosystems.
There’s room for everyone.
A rising tide lifts all boats. The entire RWA industry wins when the space moves forward.