42,000 of you followed this account somewhere along the way. Time to wake it back up. Markets. Crypto. Robinhood. Tokenization. AI. The shit actually shaping where money is going next. Welcome to the 1% Better Club. Let's get to work.

WHAT MATTERED TODAY The SEC created a regulatory pathway for qualifying tokenized U.S. stock markets — including requirements designed to preserve traditional shareholder rights. Robinhood Chain’s tokenized-stock market approached $10B in recent trading volume, showing that demand for equities outside traditional market hours is becoming real. S&P Global agreed to acquire OpenZeppelin, pushing one of TradFi’s biggest information companies deeper into the security infrastructure behind onchain finance. And RWA futures reportedly reached $107.6B in monthly volume, showing that real-world assets are increasingly becoming trading markets — not simply tokenized holdings. Bigger picture: Onchain finance is moving from experimentation → infrastructure → market structure. That transition is happening fast. 1% Better every day.

The tokenization conversation changed this week. We now have: SEC → regulatory pathway Robinhood → billions in stock-token volume DTCC → tokenization infrastructure S&P Global → onchain data + security We spent years asking whether Wall Street would move onchain. That’s becoming the wrong question. What part of traditional finance moves onchain fastest? Stocks Bonds Credit Commodities

Robinhood Chain is about to face an important test. Early growth has benefited from cheap and subsidized transactions. Now those subsidies are starting to roll off. Launchpad volume recently fell to its lowest level since late August. That isn’t automatically bearish. It gives us the metric that actually matters: Does activity stay when the incentives disappear? Subsidies can attract users. Product-market fit keeps them.

RWA isn’t just about holding tokenized assets anymore. People are trading them. RWA futures reportedly reached $107.6 BILLION in monthly volume in only nine months. Stocks. Commodities. Indices. Traditional financial exposure. DeFi is expanding from: “Trade crypto onchain.” to: “Trade almost anything onchain.” That may become a much bigger market.

🚨 @SPGlobal IS BUYING @OpenZeppelin Read that again. One of the biggest names in traditional financial intelligence is acquiring one of crypto’s best-known smart-contract security companies. Earlier we watched S&P move deeper into onchain data. Now: Onchain security. Data tells institutions what’s happening. Security tells them whether they can trust the infrastructure underneath it. TradFi isn’t just watching crypto anymore. It’s buying the picks and shovels.

🚨 ROBINHOOD CHAIN IS APPROACHING $10B IN STOCK-TOKEN VOLUME @RobinhoodApp stock tokens reportedly generated roughly $9.7 BILLION in trading volume over the last 30 days. Here’s the stat that really matters: A huge portion of the activity is happening outside traditional NYSE trading hours. That’s the tokenization thesis in one sentence. People don’t necessarily want different stocks. They want better access to the same markets. Nights. Weekends. Global liquidity. The market clock is starting to disappear.

🚨 THE SEC JUST OPENED A PATH FOR TOKENIZED U.S. STOCKS This is big. The @SECGov has created a five-year regulatory pathway for qualifying venues to trade tokenized U.S. equities onchain. And there’s an important requirement: Token holders must receive the same rights and privileges as holders of the equivalent traditional stock. Voting rights. Economic rights. Actual securities — not just synthetic price exposure. This moves the conversation from: “Can stocks go onchain?” to: “How quickly does the infrastructure get built?” 24/7 capital markets just moved another step closer.

GM ☕📈 Big day for onchain finance. Today we’re watching: • Tokenized stocks • Robinhood Chain • RWA markets • Onchain security The infrastructure keeps getting more serious. 1% Better every day.

WHAT MATTERED TODAY Robinhood Chain moved closer to $1B TVL, but fresh outflows reminded us that growth and retention are two different things. DTCC connected deeper into tokenization by bringing Ondo into Fund/SERV — another bridge between traditional market infrastructure and onchain assets. Tokenized equities kept growing, but liquidity remains the harder problem. Meanwhile, access keeps expanding, with wallets beginning to offer thousands of tokenized stocks and ETFs. Prediction markets are evolving too. They may not just become trading venues. They may become information networks. And institutional bitcoin continues moving beyond “buy and hold” toward lending, collateral and yield. Bigger picture: The next phase of onchain finance is about infrastructure, liquidity and distribution. 1% Better every day.

Another piece of institutional finance is moving onchain: Bitcoin yield. Two Prime is launching a BTC lending vault backed with $10M and aimed at institutional investors. This is what the next stage of adoption looks like. Not just holding crypto. Using crypto as productive financial collateral. Lending. Yield. Credit. Settlement. The onchain financial stack keeps filling in.

Prediction markets may be becoming something bigger than markets. They may be becoming media. Traditional media tells you: “Here’s what people think might happen.” Prediction markets say: “Here’s the price people are willing to put on that outcome right now.” Sports. Economics. Technology. Culture. The market itself becomes the headline. That is a very different information product.

🚨 1,700+ TOKENIZED STOCKS AND ETFs — INSIDE A CRYPTO WALLET @BitgetWallet is integrating access to more than 1,700 tokenized equities and ETFs. This is the adoption layer people underestimate. Tokenization doesn’t win just because the technology works. It wins when assets show up where people already are. Wallets are becoming: Trading apps. Banks. Investment accounts. Distribution may be the real tokenization moat.

Tokenized stocks have a problem nobody fixes with another listing: Liquidity. Their share of the RWA market has reportedly tripled. But being able to buy a tokenized stock isn’t the same as being able to trade meaningful size efficiently. Real markets need: • Depth • Tight spreads • Reliable settlement • Market makers Listings create access. Liquidity creates markets.

🚨 TOKENIZATION JUST MOVED DEEPER INTO WALL STREET INFRASTRUCTURE @The_DTCC Fund/SERV has added @Ondo Finance as its first tokenization member. That matters because DTCC sits inside the operational plumbing of traditional U.S. finance. This isn’t: “Crypto wants Wall Street.” It’s increasingly: Wall Street infrastructure connecting directly to tokenized assets. The rails are starting to meet.

🚨 @RobinhoodApp IS CLOSING IN ON $1 BILLION TVL But the more interesting story is what happens next. TVL has reportedly grown about 71% in one month. At the same time, the network recently saw more than $11M in 24-hour net outflows. That’s the real test for every new ecosystem: Getting capital in is one thing. Keeping users, builders and liquidity there is another. Growth gets attention. Stickiness builds networks.

GM ☕📈 Another day watching finance rebuild itself in real time. Today: • Robinhood Chain • Tokenized stocks • Institutional RWA infrastructure • Prediction markets • Onchain yield Follow the infrastructure. Follow the liquidity. 1% Better every day.

WHAT MATTERED TODAY Robinhood Chain reminded us that falling fees don’t automatically mean falling activity. Renewable-energy assets are joining the RWA movement, bringing solar, wind and storage infrastructure onchain. Federal prosecutors charged two former Robinhood employees in an alleged confidential-information trading scheme. And tokenized stocks gave us another important lesson: The structure matters. A token representing actual equity is not necessarily the same thing as a product merely tracking its price. Prediction markets are evolving too, with increasingly sophisticated traders using data, algorithms and market-making strategies. Bigger picture: Onchain finance is starting to inherit everything from traditional markets — the opportunities, the infrastructure and the problems. That’s what makes this transition so interesting. 1% Better every day.

Prediction markets are getting more sophisticated fast. Some of the biggest participants aren’t casual bettors anymore. They’re starting to look more like: Trading firms. Data models. Algorithms. Arbitrage. Market making. That changes the game for everyday users. If prediction markets keep growing, the edge may increasingly belong to whoever has the best data + execution, not the strongest opinion. This category is becoming a real market.

“Tokenized stock” sounds like one product. It isn’t. Depending on the structure, a token might represent: • The actual security • A claim backed by shares • Price exposure through another financial instrument Those differences determine things like: Ownership. Voting rights. Redemption. Legal protections. Same ticker doesn’t always mean same asset. As tokenized equities grow, understanding the structure becomes just as important as understanding the stock.

A less bullish Robinhood story worth knowing: Federal prosecutors have charged two former Robinhood engineers with fraud, alleging they used confidential business information to trade perpetual futures. Important distinction: These are allegations. The case still has to be proven. But as crypto markets become more institutional, insider-information and market-integrity cases are going to matter more. Onchain finance doesn’t eliminate old financial crimes. It creates new places for regulators to look.