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0xSyncroot retweeted
The needle to thread with memecoins that can make you rich:
1) Recognize those that relentlessly shill to create fomo and pump and dump on you and mute them. They are low t losers who believe in nothing
2) Recognize those who are elitist and paternalistic about memecoins and mute them. They are too far removed from reality to see truth
3) Think for yourself, believe in something and get long term skin in the game
The Grail thesis
Memecoins are fun and people want 1000x upside opportunities, onchain for liquidity and global access
But they are created out of thin air, pump and dump to ~0 and 99% of people lose on them. There’s nothing backing them and don’t inspire trust for new people
Gtokens are fun, give 1000x opportunities and are backed by durable real world assets. Our holders are winning and we are onboarding new people who want to bet on people they believe in long term
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0xSyncroot retweeted
bStocks 🤝 Ethena 🤝 Binance
bStocks will serve as tokenized spot collateral as Ethena expands its delta-neutral strategy into equity perpetuals.
On-chain tokenization of securities continues to evolve. 🫡
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch.
This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets.
As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception.
Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders.
Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period.
We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle.
Allocations begin today.
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IShowSpeed streams on YouTube
YouTube belongs to Google
Now gSPEED trades against GOOGLc
RWA lore just went full circle 🤯 @GrailCo
Today we are migrating gSPEED liquidity from a Uni v3 USDC pool to a Uni v4 GOOGLc pool on Base
Creator RWAs paired with stock coins 🚀
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gELON backed by an @elonmusk Signed Photo 8x10 PSA 10
now paired with SPCXc — SpaceX shares RWA on Base
Meme collectible × real equity
This is getting interesting!!!
gELON paired with SPCXc is now live 🟦
gELON: backed by Elon collectibles, current mkt cap $240K
SPCXc: backed by SPCX shares, current TVL $1.53M
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I’ve collected 20 gTokens on @GrailCo so far 👀
How many do you have?
And if you don’t own one yet… why not?
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Open the link and click any world to explore it:
grailworld.xyz/
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Fact #4
It’s not random that many gToken were paired with USDC / USDG from the start
Stablecoin pairs remove one unnecessary layer of volatility
If the quote asset crashes, a token paired against it gets dragged into that move even when nothing changed about the asset itself
With USDC / USDG, gToken can price themselves against a much more stable reference
gVITALIK / USDC is a good example
Sometimes good market design is most visible during the volatility everyone else is watching
Fact #3:
@1confirmation was early to dYdX, OpenSea, Polymarket and Farcaster
Now they’re not just investing in @GrailCo
they’re incubating it
Their best bets often looked small before the category became obvious
Collectibles × memes × RWA might be another one
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Today it was someone else
Next time, it could be you
Just keep some skin in the game with @GrailCo
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Fact #3:
@1confirmation was early to dYdX, OpenSea, Polymarket and Farcaster
Now they’re not just investing in @GrailCo
they’re incubating it
Their best bets often looked small before the category became obvious
Collectibles × memes × RWA might be another one
Fact #2:
27 gTokens
Only $4.13M in total market cap
For a market combining memes, community, and real-world assets, that is incredibly small
When an entire new category is worth less than one ordinary meme coin, it usually means one thing:
the market has not caught up to the potential yet
That’s why this feels so early
And why @GrailCo may still be deeply underappreciated
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SPCX touched ~$2.3T on debut
gELON launched the same day by @GrailCo
Current cap: ~$271.89K
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Fact #2:
27 gTokens
Only $4.13M in total market cap
For a market combining memes, community, and real-world assets, that is incredibly small
When an entire new category is worth less than one ordinary meme coin, it usually means one thing:
the market has not caught up to the potential yet
That’s why this feels so early
And why @GrailCo may still be deeply underappreciated
Fact #1: GList = early supporters who put skin in the game with @GrailCo
~80% are in profit, +$661K total PnL
Just look at #1 @AvgJoesCrypto, @rbthreek, @milesmorgan_, @Manners_ST and others 👀
Win and help win
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Fact #1: GList = early supporters who put skin in the game with @GrailCo
~80% are in profit, +$661K total PnL
Just look at #1 @AvgJoesCrypto, @rbthreek, @milesmorgan_, @Manners_ST and others 👀
Win and help win
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