Teams need to start treating their token as if it's equity Teams that treat their token as 'valueless governance tokens' will find the market treats them the same way If teams start treating their tokens as equity, then we can solve our bad coins problem

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

LIVE NOW – Entertainment Finance | @notthreadguy Gen Z doesn’t “invest.” It trades. From sneaker-reselling Twitter to NFTs to perps, Threadguy breaks down why markets are becoming content: PVP hero arcs, streamer-style risk taking, and the “one note of the internet” moving attention (and capital) across everything. -------------- TIMESTAMPS 0:00 Threadguy: “Gen Z crypto face” 2:58 Sneaker Twitter: trade-first upbringing 8:03 Onboarding via social proof 13:08 Two Gen Z money paths 16:53 Crypto as opportunity engine 20:38 Why he won’t leave crypto 23:35 Media growth and infinite TAM 29:31 Entertainment finance: markets as content 37:28 Risk takers become “athletes” 42:27 PVP arcs and downfall appetite 44:25 Trading mimetics: valuation doesn’t matter 49:53 One internet note, spills to equities 55:15 Counterparty: home for internet markets 58:40 Token launch replaces IPO 1:02:38 Where to follow + content grind

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

Bagged this legendary drop from @Morpho https://t.co/H5XEftxG33

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

If you're curious why $1.5 billion in tokenized t-bills moved from Ethereum L1 to Apotos, Avalanche, Polygon last week look at incentives. BUIDL fees dropped from 50 bps to 20 bps for those chains (and Solana) vs Ethereum - that's $4.5m in annualized savings on $1.5 billion. I don't have insider baseball on this but it's likely BlackRock didn't cut fees because Larry's feeling generous. A simple theory: Aptos, Polygon, Solana, Avalanche are paying BlackRock incentives for this privilege - or else, why only those chains at 20 bps while Optimism and Arbitrum are 50 bps? If you're Avalanche with rich AVAX treasury would you pay a couple million to BlackRock in exchange for #2 on the RWA t-bill charts? Wouldn't be the worst marketing dollars you've spent. And once again we see goodhart's law in crypto - when a measure becomes a target it ceases to be a good measure. RWAs without deep liquidity and DeFi ties to the underlying network are vanity metrics - they don't really need the underlying chain, there's minimal moat. If the theory is right a few lessons: - Untethered RWAs are vanity metrics - Chains are spending for these metrics - "Spending" is token sell pressure There's good BD spend and there's bad BD spend. I'm not sure this is good spend.

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

stay tuned for a banger bankless episode with @TrustlessState we discuss to an unprecedented level of depth: what really is the difference between tempo vs arc vs plasma vs codex?

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

stay tuned for a banger bankless episode with @TrustlessState we discuss to an unprecedented level of depth: what really is the difference between tempo vs arc vs plasma vs codex?

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

#1 rule in crypto If it can have a token, it's getting a token

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

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift @RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

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

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift @RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

Please avoid accessing all the Puffer apps and social media; we are investigating the issue. @puffer_finance

Name & Symbol: PUFFER ($PUFFER)
Address: 0x87d00066cf131ff54b72b134a217d5401e5392b6

"If you want to launch a coin, and you want it on @Coinbase, and you don't want to risk not actually getting listed: Just launch it on @base, get liquidity on Aerodrome, and then you can buy it on Coinbase. This is so cool. This is the DeFi mullet we talked about in 2021." - @RyanSAdams & @TrustlessState

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

I'm in the studio all day today, recording episodes for the @BanklessHQ Premium Feed! 1️⃣@pumatheuma - @SuccinctLabs & $PROVE 2️⃣@preston_vanloon - Current state of $ETH EIPs 3️⃣@DeFiDave22 - @capmoney_ Want access? Tell your employer to expense Bankless Premium😅 Link 👇 https://t.co/F3vrjqUrCg

Name & Symbol: Succinct ($PROVE)
Address: 0x7ddf164cecfddd0f992299d033b5a11279a15929

Came on Bankless today and broke my silence on the Roman Storm case. A lot to say—important discussion. We also talk Project Crypto, Ethereum's position in the market, and Zora vs Pump 👇

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69