Tokenized stocks chalked up $20.9 billion in trading volume on a DEX in 30 days, with 40% going through Uniswap V4. Bitwise also recruited 15 major institutional players for interviews. Through the process of the market cap being cut in half, not a single one slashed their crypto positions—the bank’s ships have already sailed offshore, and retail investors are still hurling stones at each other on the dock.
Meanwhile, on the QNT side it’s even harsher: TradFi funds haven’t arrived yet, and the contract open interest already jumped 57% on its own within 12 hours—yet the price backed off from 195 down to 178. The long-to-short ratio in the accounts is only 0.74: of every ten accounts, seven are shorting. The wedding cars are already at the door, and half the guests are still betting on whether this marriage will actually go through.
On the other side, SOON surged 45% in a day. Contract open interest rose from $9.1 million to $14.8 million, up 60%, but the long-to-short ratio slipped from 1.64 to 1.31—the older money that boarded first is already pulling the ladder away.
HOOD’s CEO, riding the heat around tokenized stocks, sold 240,000 shares in SEC filings at an average price of 125.33. Onstage, drums and gongs are loud; offstage, they’re quietly unloading cargo.
On the commodities front, gold at 4286 is staying put. WTI at 94.3 and Brent at 99.6 are both flat. A poll of Thailand’s prime minister has been dragged down by oil prices. The Middle East risk premium is still pinned to oil prices. Shorts are waiting for news, longs are waiting for a pullback—no one moves first.
QNT’s position size is still climbing minute by minute, in increments every 5 minutes. With TradFi opening on Monday, will it be a squeeze or distribution? We’ll know with the single batch of the opening call auction.
#RWA #聪明钱 $QNT $XAU $BZ
Meanwhile, on the QNT side it’s even harsher: TradFi funds haven’t arrived yet, and the contract open interest already jumped 57% on its own within 12 hours—yet the price backed off from 195 down to 178. The long-to-short ratio in the accounts is only 0.74: of every ten accounts, seven are shorting. The wedding cars are already at the door, and half the guests are still betting on whether this marriage will actually go through.
On the other side, SOON surged 45% in a day. Contract open interest rose from $9.1 million to $14.8 million, up 60%, but the long-to-short ratio slipped from 1.64 to 1.31—the older money that boarded first is already pulling the ladder away.
HOOD’s CEO, riding the heat around tokenized stocks, sold 240,000 shares in SEC filings at an average price of 125.33. Onstage, drums and gongs are loud; offstage, they’re quietly unloading cargo.
On the commodities front, gold at 4286 is staying put. WTI at 94.3 and Brent at 99.6 are both flat. A poll of Thailand’s prime minister has been dragged down by oil prices. The Middle East risk premium is still pinned to oil prices. Shorts are waiting for news, longs are waiting for a pullback—no one moves first.
QNT’s position size is still climbing minute by minute, in increments every 5 minutes. With TradFi opening on Monday, will it be a squeeze or distribution? We’ll know with the single batch of the opening call auction.
#RWA #聪明钱 $QNT $XAU $BZ