Finance 🎓 | Stay Early. Stay Informed. @LumoraResearch |

I’ve spent years watching @solana evolve from the inside and outside. From NFTs and communities to DeFi, infrastructure, payments, and new business models. One thing has stayed consistent... the most interesting part is the people building on it! So let's talk about that. 🧵👇
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Month after month they continue to exceed expectations. This next year is going to be a true highlight. I’m ready.
A month focused on stronger infrastructure and better tools for informed capital allocation, September laid the groundwork for ONyc's next stage of growth.
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WOW!!! ONyc (@onrefinance) has become the largest RWA collateral on @kamino by a large margin Supply climbed to about $194M, up 88% in Q3 alone. OnRe’s tokenized reinsurance is leading all other major RWA collaterals on the platform. Are you paying attention? 👀
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Competition was fun. 2 weeks, $10,000 to ≈$79,000 Realized PNL I like the platform. Hopefully, the team keeps taking care of us.
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All I can say is wow. I have used @tradingview for 15 years, but you have to pay for every little useful thing. I am excited to test this out. Never thought I’d see a legitimate competitor. This is going to be fun
TradingView charges $2,399 a year to plot 16 charts on one screen. Starting today, you can do the same for free on OpenMarket. Everyone now gets: → up to 16 charts per layout, any grid from 1x1 to 4x4 → no limit on classic indicators: RSI, MACD, moving averages, Bollinger and more → 5,000+ economic series from 200+ countries and 50+ central banks And beyond candles: footprints from every trade, not estimates, and live order book heatmaps from real depth, on crypto, CME futures and more. Every market, one terminal: • US stocks and tokenized stocks • Crypto • CME futures • Forex, commodities, indices • Prediction markets • Macro: CPI, GDP, rates, M2 for 200+ countries openmarket.xyz
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Most prediction markets answer one question: “Will it happen?” But what if you could answer the question that comes after that? “What is this asset worth IF it happens?” That’s the idea behind @ifmarkets Let's talk about it and see why I'm bullish... 🧵👇
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10/ That’s what makes IF Market worth watching to me. It isn't simply trying to build another place where people bet on YES or NO. It's exploring a different question: Can we make the market's expected reaction to an event directly tradable? If that works at scale, this could be a useful new form of scenario-based trading.
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11/ IF market is currently in private beta and has a $20,000 trading competition going on. Users are already getting used to this new trading style and enjoying it a lot. I'm testing it currently as well, and I enjoy it a lot also Let's see what happens as progress continues
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Incase you missed it: Fixed-rate borrowing is live for ONyc (@onrefinance) on @kamino You can lock an 8% USDC borrow rate against ONyc on rolling 30-day terms, with $1.5M in initial liquidity. That makes the cost of leverage known upfront, so the spread versus ONyc’s yield is easier to determine! Time to start earning!
OnRe
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Tokenized assets need reliable liquidity to work in DeFi. Today @onrefinance is expanding liquidity infrastructure for ONyc with @Titan_Exchange. The integration unifies OnRe’s native liquidity with secondary markets, so trades can route to the best available execution path. As ONyc continues to scale that liquidity becomes essential! Hard work never stops🫶
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I know a thing about @Ondo over the years 😎 Up 10c ( 30% ) the last month. This will continue to go higher 🤝
One of my best plays last cycle was going all in on $ONDO from .23c - $2. With things heating up again I am expecting more this cycle as one of the strongest RWA plays in the space! Do you also like @Ondo or @OndoPerps ? They have always treated me right!
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JUST IN: BlackRock partners with $ONDO to launch tokenized investment portfolios.
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More impact markets are being added 📈 The beta competition is at the mid point, and the competition is HOT right now. 7 days down 7 days to go. How are we looking over the last week? 🧐
Four markets now live on If Market. 2026 Midterms → bitcoin:native Next Gemini Pro release → $GOOGL End of Iranian blockade → Brent Oil Fed decision in October → Gold Every asset trades at two prices at once: one if the event happens, one if it doesn't. The gap between them is the market's read on what the event is worth. Trade either leg directly, or trade the gap against spot. Politics, tech, energy and macro, with more listings on the way. Beta live. Reply or DM for a code.
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