Future of finance is popcat god candles and auto deleveraging to clean up the mess 🎶 Nobody said it was easy 🎶

Name & Symbol: Popcat ($POPCAT)
Address: 7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr

we need to get these prices up before the weekend ends so the RWA guys don't realize what happened

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

When you know Tether is going to back many other stablecoin chains and that Aster will just be a non kyc front end for binance but you just can’t prove it https://t.co/fc9v7z2Rad

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Over the last month: Visa: -3% Mastercard: -4% Regional banks: -1% Nasdaq exchange: -6% CME: -3% While SPX is up 3% all assets being tokenized and all payments / balances being on stablecoins is no longer a meme. It’s hard to see a bear market with this tailwind in place

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Crypto twitter found the *1 guy in the entire world* successfully cutting a deficit got him / his sister caught up in a token scam Led to his government falling apart, fiscal plans failing and him needing a bailout from Trump. Impressive frankly.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

okay so you 1] pay KOLs to FUD your token 2] collapse it to zero 3] deploy the treasury to blow up shorts and collect entire protocol in funding on the way up 4] cause a massive short squeeze 5] now you're at $18B FDV. no product. full ownership idk seems better than Bagworks

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

At a CBDC conference in the Bahamas Spoke to a top German bank saying 50% working capital cost cuts are possible with 20-30% savings on all debt / treasury operations - but private blockchains. Like $50-100m of annual savings per large client. Very material It increasingly seems like CBDCs in Europe are inevitable due to “monetary sovereignty” considerations. The Bank Of England is currently in a pilot and their chain will have a smart contract platform bolted on (you’re tired of corporate L1s anon? Wait til every country having one). Mainnet decision for BoE in 2026 I pointed out to the German banker that the working capital debt instruments could be tokenized and traded by non KYCed degenerates who were forced by Trump to keep their money in stables. He started laughing and then realized I was right Canton network and other American players already making inroads there But this creates a really interesting set up. Everyone saw how Pendle looping got usde $6b of TVL in a month. One thing we know about speculators is that they love carry trades Even if usde only has 7% yields the defi primitives enable leveraged bets that make interesting returns for typical retail There will be a situation where every corporate liability is on chain (with a yield) - and has public blockchain representations even if the core assets are on private blockchains So the “real world asset” thesis is initially a corporate treasury optimization function, that gets turbo charged by CBDCs. One *could* view this as competitive for a lot of existing L1s and you’d be right at a surface level If the BOE has a smart contract platform on its CBDC then why would a UK corporate use another platform But this analysis misses the Pendle thing. Let’s say you start looping Siemens corporate liabilities. That’s great until you realize one is denominated in euros and the other is usd. So it won’t work as well. So contracts will be created on the back end to automatically swap yields into UsD equivalents Your eyes are rolling back at this point but basically what I’m saying is 1) the German corporations are coming on chain to save money. They can’t help it - they’re Germans and have to optimize everything 2) the Europeans and UK are coming on chain via CBDCs for political sovereignty bc they hate Trump. This is also why they’re arming themselves 3) these assets and chains will be interoperable with existing smart contract platforms 4) the resulting yield trades will have massive fx risk when juxtaposed with massive US dollar stable supply 5) people will solve this and you’ll have a system where you can literally leverage trade any fixed income spread in the world from your web browser 6) the Korean and Japanese retail trading markets are huge crypto volume drivers and already *very familiar* with fx carry trades. ALL FUTURE ASSETS WILL BE LOOPED ON CHAIN Nobody is talking about it which is why I’m writing about it a bit The very simple conclusion of all the above is that 1) Ethereum is going to go deflationary bc the stablecoin ramp will be accompanied by European RWA surge 2) the RWA assets probably end up represented and traded on blockchains so all the exchanges make more money 3) this all results in huge fx trading volume increases (probably why Ripple acquired hidden road) 4) the most incremental asset is probably fixed income spreads - which is why Canton network and fixed income clearing on chain is succeeding (has Goldman Sachs already). MASSIVE CARRY TRADES 5) average Uk/ EU citizens who are already alarmed by censored internet will freak out about CBDCs and get crypto pilled. The CBDCs ironically serve as on ramps So the entire CBDC/RWA configuration is massively bullish. Galaxy stock should work. ETH/ SOL on the RWA ramp. We need to see ripple actually articulate how this links to hidden road for xrp to pump. Bullish all exchanges and super bullish all defi protocols. Then BTC for all the blackpilled euros

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e