tokenized equities have their own onchain tape now. the real question is whether it tells you something the offchain market doesn't.
@Dune dug into exactly that in After Issuance, worth a read if you cover RWAs.
JPM Coin from @jpmorgan went live on @ethereum yesterday. the first fake JPMD token showed up about 3 hours after the news.
13 copies now, 6,978 transfers. the real contract: zero.
if you run treasury, check the contract address like you'd check an account number.
tokenized assets: +52% this year, to 39bn dollars. stablecoins: +2%, to 304bn.
the growth moved from onchain dollars to onchain securities. size isn't usage: stocks are 8% of tokenized assets but 93% of the trading.
data via @AFME_EU
Prediction markets only get useful when you can join them to the rest of the book. @Dune mapped Kalshi and Polymarket markets on public companies to their tickers. H200 GPU rentals now sit under NVDA.
“GPU rental prices (H200) end of October?”
That Kalshi market is a live read on NVIDIA demand. But prediction markets are free text, so it has no ticker on it.
Ticker mapping is now live on Dune. Every Kalshi and Polymarket market on a public company is matched to its ticker. The H200 market now sits under NVDA, one of 1,800+ NVIDIA markets mapped in the past 90 days alone, ready to join to your book.
Request a dataset trial: eu1.hubs.ly/H0zbLcG0
Peaceful French teen students visibly upset because school teachers do not have enough paper, pencils, and dry erase boards to teach their classes effectively
only about 1/10 of tokenized RWAs worked as collateral in defi lending.
the pb isn't trust. it's timing: liquidation takes seconds, redemption takes days.
REVEALED: Porsche Mission S!
Porsche has officially unveiled the Mission S, an all-new mid-engined super sports car platform positioned above the 911!
🏎️ All-new petrol-powered mid-engined supercar platform!
📐 Retro-inspired design blending 911 headlights, GT1 lower front, and a 959-style sloping roofline!
🔥 May pair the 911 Turbo's engine with a motor for 1,000+ hp!
🌀 Rear cooling fan sticking out of the bodywork!
🕹️ Pure analogue focus with 5 round instruments, physical HVAC controls, and a big red traction-off button!
📱 Ditches central touchscreen displays for a minimalist, retractable MagSafe phone mount setup!
Can the Mission S really rival the legendary Carrera GT and 918 as the best Porsche ever? 🏎️👑
Thanks to @Ondo for contributing its perspective on tokenized equities in After Issuance, our latest report on what happens to tokenized assets once they are issued.
Read the full report → eu1.hubs.ly/H0z4pHp0
Thanks to Moody's for sharing its views on tokenized private credit in After Issuance, our latest report on the onchain RWA market.
Read the full report → eu1.hubs.ly/H0z6n4z0
September CPI took Fed prediction markets on a rollercoaster.
Track all Fed meetings, alongside other macro and financial markets: eu1.hubs.ly/H0z6mZ60
wall street sleeps. tokenized stocks don’t.
reran my stat on fresh data: 57% of stock token trading still happens while NYSE is closed.
new part: ~500K occasional wallets do 71% of their trading nights and weekends.
built with the @dune MCP in 30sec.
i have used many travel management software (TMS) but by far @perk_global is the worst
~20% overcharging on flights
~30% mark up on hotels
change and cancellation fees like it is 2010
poor UI/UX -> you will likely need to call them to change some trips