不太懂交易

Talked about 1wu too much, bought agrippa with an 8m market cap—entered the trade
A meme coin stock of Meta that Zuckerberg is paying attention to
Feels undervalued; it’s a 100m target
Let’s see

$FORM
The other day when choosing a table coin, I did consider the form—one, because it’s cheap enough; two, because I thought if later they announce a buyback policy, it would have a better upside.
So tell me—what happened? They already made a buyback promise before, but they kept not executing it.
Now that they’re about to be done for, they suddenly remember to pump it with a buyback plan 🤣

Don’t touch projects from the animal team. It’ll make you unlucky.

Create a version explaining the SEC new policy

In one simple sentence:
Public companies themselves and third parties can both issue stock tokens for U.S. users to enable on-chain trading; however, third-party issuance requires the listed company’s consent.

After that, stock tokens will be split into two versions: onshore (can be targeted at U.S. users) and offshore (cannot be targeted at U.S. users).

The onshore framework is still fairly strict, making it difficult to achieve scale on its own—it’s more of a symbolic gesture and a move toward mainstream legitimacy.

From the perspective of mainstream legitimacy narratives, this is a positive for both Robinhood and Coinbase. They are U.S.-based companies with their own chains, so public companies are more likely to grant permissions to them than to chains used by offshore exchanges.

If you want to build a narrative around “coin-stock” (tokenized stock), possible targets include:
1. Stocks: Robinhood, Coinbase
2. Public chain targets: ETH, ARB
3. DEX: UNI
4. Meme: on-chain assets tied to the Robinhood ecosystem

That’s basically it. I don’t recommend buying coin-stock memes on the BSC chain—you won’t be able to catch the “mainstream narrative” train.

In crypto, it’s a game of attention and liquidity. Trade the new, not the old. You must be clear about which direction the wind is blowing from— and which pigs are standing on the wind“s edge 🙂‍↔️

Create a version explaining the SEC new policy

In one simple sentence:
Public companies themselves and third parties can both issue stock tokens for U.S. users to enable on-chain trading; however, third-party issuance requires the listed company’s consent.

After that, stock tokens will be split into two versions: onshore (can be targeted at U.S. users) and offshore (cannot be targeted at U.S. users).

The onshore framework is still fairly strict, making it difficult to achieve scale on its own—it’s more of a symbolic gesture and a move toward mainstream legitimacy.

From the perspective of mainstream legitimacy narratives, this is a positive for both Robinhood and Coinbase. They are U.S.-based companies with their own chains, so public companies are more likely to grant permissions to them than to chains used by offshore exchanges.

If you want to build a narrative around “coin-stock” (tokenized stock), possible targets include:
1. Stocks: Robinhood, Coinbase
2. Public chain targets: ETH, ARB
3. DEX: UNI
4. Meme: on-chain assets tied to the Robinhood ecosystem

That’s basically it. I don’t recommend buying coin-stock memes on the BSC chain—you won’t be able to catch the “mainstream narrative” train.

In crypto, it’s a game of attention and liquidity. Trade the new, not the old. You must be clear about which direction the wind is blowing from— and which pigs are standing on the wind“s edge 🙂‍↔️