⭐️ Founder @Rocketfan ⭐️ Portfolio https://nitter.gq/t.co/Oqd7LQ3at3 ⭐️ Weekly sponsorship with @Chiliz 📄 Personal opinions. Not financial advice. Do your own research.
Joined February 2017
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This week's edition of Chiliz Insights features the trading start and price action of PMO, Fan Token teams at the highest stages of football, Fan Token rewards, the CHZ bridge security incident, a new listing on OKX Dutch, PEPPER activity, and more! $CHZ
Tokenized equities have overtaken tokenized commodities in size this year. While commodities already started the year at $3.6 billion and equities at just $1.4 billion, the flip happened in August. Currently, equities are standing at $5.9 billion and commodities at $5.1 billion.
Stablecoins are leading tokenized assets in size with a market cap of $281.6 billion. Debt is second with $23.1 billion, equities are third with $6 billion and commodities are at $5.4 billion.
$OKE: I bought another 16 shares in ONEOK to top up my total invested amount to €12k. Solid physical infrastructure company (midstream provider), that is trading at 13x earnings and pays a 5% dividend at current prices.
Today, we announced the completion of the acquisition of Brazos Midstream's Permian Midland Basin natural gas gathering and processing assets for total cash consideration of approximately $4.425 billion.
Read more here: bit.ly/4jJ9Ndf
$UNI: Yesterday had the third highest burn of the last 30 days with 62k UNI. The more volatile the market gets, the more trading volume Uniswap generates and the more UNI is burned. Great to see!
$BTC: I'm still tracking the 22-23 fractal off the lows, which, so far, looks very similar to the price action we had since June. I think a few weeks ago, everybody would have agreed on more upside, now people are getting more cautious again. I'm still bullish.
$BTC: The chart looks pretty similar to the start of the bull market in 2022/2023. Explosive move upwards, then a sharp correction. In 2023, the correction was even deeper, I'm not sure we are going that low this time. Overall, I think this bull market is just getting started.
Today was rough, the S&P 500 had its worst intraday loss of the last 1.5 years with -4.4%. Crypto gave back all its gains from yesterday. How are you guys holding up?
$UNI: Uniswap's v2 introduced automated liquidity pools, v3 made LPs substantially more capital-efficient, and v4 makes the liquidity pools programmable. Already 32% of the total Uniswap TVL is in v4 pools currently:
Chiliz will be at Solana Breakpoint 2026 in London. They are hosting a side event on November 16th and also have a booth at the conference on November 17th. If you want to build Fan Token infrastructure on Solana, check it out. 👇 $CHZ
London, we're coming. 🇬🇧
Get ready for two days of Chiliz at @Solana Breakpoint 2026.
📅 November 16th | We're hosting Sports meets Solana with @SuperteamTR, from 17:00–22:00 GMT. (RSVP below)
📅 November 17th | Find us at the Chiliz booth at Solana Breakpoint, Olympia London.
$FIGR – Interesting breakdown of Figure's moat and growth opportunities by @mcagney in this interview:
Figure has built a moat around its blockchain infrastructure, creating a fundamentally more efficient lending business for small-balance loans that traditional financial institutions struggle to replicate. By cutting out middlemen, Figure can, for example, reduce origination costs on a $200K loan from $11K to less than $1K through its HELOC platform. This makes these types of loans profitable again for its network of 400+ partners. Figure still has only a tiny share of the HELOC market, even though it is already the largest non-bank lender in the sector. Gaining further market share offers plenty of room for growth.
Wall Street is collecting 2.5% for sitting in the middle of transactions. @mcagney wants to cut it out entirely.
Banks can borrow at SOFR and lend that money at SOFR + 250 basis points.
His argument? Blockchain can handle much of the risk management and settlement, allowing borrowers to pay less while investors earn more.
That's the real $6 trillion DeFi opportunity.
FT @BitcoinJesusETH @Figure
⏱ TIME POINTS ⏱
00:00 - Intro
01:12 - Figure's Rule of 40 Hits 150
04:14 - Figure Doubles Loan Volume
05:59 - What's Next for Figure?
08:28 - Milk Road PRO for $1
08:42 - Navra's $19M DeFi Bet
12:46 - Why Separate Navra From Figure?
14:12 - Who Is Navra Built For?
15:25 - What's Keeping Wall Street Offchain?
21:25 - AI Agents in Finance
24:39 - Sponsor: Nexo
25:13 - Sponsor: Alumni Ventures
25:41 - Why 50 Companies Reject Tokenized Stocks
30:35 - Bringing Stocks Onchain
32:08 - 24/7 US Treasuries Onchain?
33:43 - Do Crypto Regulations Matter?
36:12 - Track Top Investors for Free
36:55 - Does Crypto Need a Bull Run?
39:52 - The $6 Trillion Onchain Opportunity
Christian Ott retweeted
Fan Token team performance in the UCL: Chiliz has five teams in the top 8 with PSG, AFC, BAR, AVL, and CITY. Their other five participating partners are INTER (15th), GAL (18th), ASR (20th), ATM (23rd), and NAP (27th). Paribu's FB is ranked 19th and Binance's PORTO is 26th. $CHZ
$CHZ: Chiliz has put a clear emphasis on sports equity in recent months. They already own a 51% share in OG, so that is an obvious candidate for tokenization, but I am thinking they have at least signed 1-2 additional teams for equity ownership. Which ones would you like to see?
𝐉𝐔𝐒𝐓 𝐀𝐍𝐍𝐎𝐔𝐍𝐂𝐄𝐃: Sports ownership is coming onchain.
@Socios and @Securitize are partnering to develop the Socios Equity Token digital assets, regulated tokenized equity offerings involving minority interests in professional sports teams.
The initiative will bring together Socios.com’s global sports network and Securitize’s regulated infrastructure, introducing a new category of ownership to the Chiliz ecosystem and tapping into a global sports industry heading towards a $1 trillion valuation.
Read the announcement 👇
chiliz.com/chiliz-group-secu…
$ETH: Out of the 9 chains that have a TVL of over 1 billion USD, four use ETH as the native token of the chain, with Ethereum, Base, Robinhood Chain, and Arbitrum, for a combined TVL of 52.9 billion USD. That's why ETH is the most obvious bet on crypto growth to me.
$NVO: I keep on holding, Novo Nordisk still seems undervalued to me at 10.7x earnings. The downtrend of the last 18 months has been steep, the stock is currently at resistance. The RSI is giving hope though, printing a clear bullish divergence.
$NVO: I received my Novo Nordisk dividend, which I re-invested into an additional 3 shares. At current prices, the company is paying out 3.8% in dividends per year. Chart still looks good to me, currently trading around a potential support level.
Figure HELOC is the ninth-largest crypto asset by market cap on Coingecko. It represents unpaid principal on home-equity loans originated through Figure's platform. Its growth is remarkable, it has doubled in the last year from $13.5 billion to $27 billion today. $FIGR
$UNI: The $7 support is holding up. It took a hack of Binance and selling of more than 1% of the circulating supply within an hour, to get the price briefly below. The next day, it went above $7 again. I'm holding for much higher prices.
$UNI looks strong. it basically erased the entire dip, that was caused by the selling of tokens acquired in the Binance hack, within the next trading day. I'm long-term bullish on UNI because of the buyback-and-burn mechanism, that routes Uniswap trading fees back into the token.
Tokenized equities on Base were launched eight weeks ago and already did 100 million USD in volume, with Google alone doing 15 million USD. Tokenized equity adoption is growing!
Google dropped 10% after the closing bell. Onchain, the trading never stopped.
Base's Jesse Pollak on how tokenized stocks let anyone in the world trade 24/7, with Base hitting $100 million in volume in a day just 8 weeks after launch
"Yesterday after markets closed, Google dropped their earnings. Google went down 10%, and Base was the most liquid spot market of any chain, and it did millions and millions of dollars of volume 24/7 on these new rails, global participation. So anyone in the world could trade Google."
"We launched tokenized equities on Base with Coinbase about 8 weeks ago. Yesterday was about $100 million of trading volume of these equities. So it's not a small market."
"I think Google alone did something like $15 million of volume. So it's not the New York Stock Exchange, but these are substantive markets where people are moving big positions and being able to access liquidity 24/7 and do things that just previously weren't possible."
Borussia Dortmund draws against Bayern, both have the same amount of points after 8 matchdays in Bundesliga. Reminder that $BVB stock is undervalued in my opinion, it is trading at just 340 million EUR, while Bayern just did an equity sale at 3.7 billion EUR.
