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spyzer retweeted
If just 1% of the ~$69T U.S. stock market moved onchain, that would be ~$690B in tokenized equities
Roughly 275x today’s ~$2.5B onchian tokenized stocks
That’s one asset class, in one country. Now add bonds, commodities and derivatives
We’re still very early
Wow big
BlackRock is taking model portfolios onchain.
The $13T asset manager has built three portfolios — high-income, diversified growth and high-growth — that Ondo Finance will tokenize, giving non-U.S. investors 24/7 access via crypto wallets.
The portfolios hold mixes of stock, bond and bitcoin ETFs, with Ondo tokens tracking each strategy.
It’s the first time BlackRock has designed portfolios specifically to be tokenized by another firm.
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Why this is bullish ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 ;
1. Legitimizes the rails Ondo depends on. OUSG mints/redeems instantly against USDC/PYUSD/RLUSD. Firmer backing + capital rules on those tokens = less "is this stablecoin actually safe" friction for big allocators moving size through Ondo's products.
2. Regulatory clarity is the whole thesis. Ondo's own president has said institutions won't deploy real capital without a legal framework. This is one of three regulators (OCC, FDIC, now Fed) finishing that framework for stablecoins specifically which is momentum in the direction Ondo needs, even if it's not Ondo being regulated directly.
3. Banks entering stablecoins = banks getting comfortable with tokenization generally. Per @nic_carter thread, JPM/BofA/Citi/Wells are reportedly in early consortium talks. Once TradFi banks are issuing and holding stablecoins, tokenized T-bills (Ondo's core product) stop looking exotic to the same institutions.
4. Direct name recognition. A followed stablecoin analyst (Carter) named USDY specifically as a beneficiary of the yield-competition shakeup this creates — that's real mindshare, not just narrative you're reading into it.
Caveat: this is a mechanism/sentiment tailwind, not an immediate price catalyst. Comment period is 60 days, rules aren't final, implementation runs to Jan 2027.
—
On the @BlackRock announcement today :
Ondo also launched Intelligent Portfolios Powered by BlackRock -> three tokenized portfolio products using BlackRock-designed allocation strategies, ONDO so far did +~22% on the news.
That's the demand side; the Fed's stablecoin rules are the plumbing side -> cleaner settlement rails make it easier for the institutional capital BlackRock's brand attracts to actually mint/redeem into these products at size.
Two separate stories today pointing the same direction: TradFi giants supplying products, regulators legitimizing the rails they move on.
Higher for $ONDO
@federalreserve requests public comment on two proposals related to establishing a regulatory framework for Board-supervised payment stablecoin issuers under the GENIUS Act: federalreserve.gov/newsevent…
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Great simple explanation on how the US long term debt which has less buyers will be bought back with short term debt which is in turn sustained by global stablecoin growth (backed 100% by the US dollar through the Genius act)
Infinitely bullish crypto, please go watch this
piped.video/u70oUWgVoYU
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Maybe this is an infinite TWAP moment
Blackrock manages 15T in assets & has been talking about tokenisation for so long
Long term how many billions you think they will put onchain through @Ondo since that’s their ‘confirmed partner’ on that now
& yes, I know that currently no rev is going into the token
But there’s governance for a reason & a speculated fee switch coming up in ‘H2 2026’, so anywhere from now until Dec.
(portion of protocol revenue will thenflow to ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 holders via distributions, buybacks or yield)
+ There’s much more bullish info I’ll link in the tweet below
🤷♂️
Anyway, price go up
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Should You Be Holding Ondo?
In memory of @nathanlallman
Let's audit.
What it is:
$ONDO Finance is the infrastructure layer bringing institutional-grade financial products onto the blockchain.
Not memecoins.
Not DeFi speculation.
US Treasuries.
Government money market funds. Tokenized equities.
Real yield from real assets.
The pitch: make Wall Street products accessible on public blockchains without leaving the crypto ecosystem.
What's actually been built:
$3.53 billion TVL as of Q1 2026. That's not a projection. That's locked capital.
$13.26 million in revenue Q1 2026 alone.
60%+ market share in tokenized equities. Over $2 billion in trading volume.
OUSG — tokenized US Treasury exposure. Approximately 3.49% APY backed by actual government securities.
Not algorithmic yield.
Not ponzi mechanics.
US Treasuries.
USDY — yield-bearing stablecoin backed by bank deposits and short term Treasuries. Real yield. Real collateral.
Who is using it:
Fidelity incorporated OUSG into its tokenized fund strategies. ✅
PayPal secured a $25 million facility connecting PYUSD with ONDO yield products. ✅
Mastercard integrated ONDO into its Multi-Token Network for payments and RWA settlement. ✅
JPMorgan's Kinexys division partnered for cross-chain settlement of tokenized treasuries using ONDO infrastructure. ✅
Franklin Templeton — $1.7 trillion AUM — partnered with ONDO to tokenize exchange-traded funds. ✅
Ripple redeemed OUSG on XRPL settled in under 5 seconds via Mastercard and JPMorgan in May 2026. ✅
State Street and Galaxy Asset Management committed $200 million seed capital for SWEEP — a new tokenized fund launching 2026. ✅
21Shares filed for a spot ONDO ETF February 2026. ✅
SEC closed its two-year investigation in November 2025 without charges. ✅
The staking situation — honest answer:
ONDO can be staked for governance participation and potential rewards. But here is what you need to know right now.
ONDO is primarily a governance token. The protocol earns real revenue. That revenue currently goes to the corporate entity — not token holders.
The fee switch vote is coming H2 2026. That vote decides whether protocol revenue gets distributed to stakers or used for buybacks. If it passes — ONDO becomes a yield-bearing asset connected to real institutional revenue. If it doesn't — ONDO remains a governance token riding narrative momentum.
That vote is the most important event on ONDO's calendar this year.
The honest flags:
January 18 2026 — 1.94 billion ONDO tokens unlocked. Nearly 19% of total supply hitting the market in one event. That's significant supply pressure that holders absorbed. ✅
Total supply is 10 billion. Only 4.86 billion circulating. That means more unlocks are coming. Know what you're holding.
The gap between what the protocol earns and what the token captures is real and documented. Ondo Finance and ONDO token are currently two different bets.
TVL grew from $40 million in 2024 to $3.5 billion today. The protocol won. The token hasn't fully priced that yet — partly because it doesn't capture the revenue yet.
The honest verdict:
Ondo Finance is not a crypto project pretending to be finance. It is finance infrastructure that happens to run on blockchain rails.
Fidelity. JPMorgan. Mastercard. Franklin Templeton. PayPal. These are not retail speculators. These are institutions that spent 18 months building custody, compliance, and settlement infrastructure specifically to use ONDO products.
The protocol is real.
The receipts are real.
The revenue is real.
The token is a price appreciation bet on the fee switch vote passing and institutional capital finally connecting to token value. That vote is H2 2026.
If it passes — everything changes.
If it doesn't — you're holding governance rights on a $3.5 billion protocol earning $13 million a quarter that doesn't flow to you.
The protocol won. The token is waiting for the vote that connects them.
ISO Ledger 🛡
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💤 robinhood:0x7dbf38976f6d3b9c529e7d9484a71898b409ee6a
Community task prioritisation is now enabled
On protocol.link/ tasks are automatically generated from community discussions
The updated task system now allows the community to prioritise the next tasks to be worked on
In the coming week, we will be working on the system to automatically complete the prioritised tasks
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First 2 weeks on the new TikTok account :
3600 followers
37k likes
300k+ views
Onboarding arc
Go follow @ spyzercrypto on TikTok!
Will keep improving the videos 🫡
Made a new Tiktok account, please go follow. Want to educate/onboard normies the right way and your support would make a huge difference 🙏
My last account got permanently shadow banned at ~4k followers so went through all the vids trying to find out what went wrong. Made a lot of changes & the visuals of the vids are also much better now
Go follow and tell me what you think! The @ is spyzercrypto on Tiktok as shown in the image below
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💤
$ZZZ coded
MASSIVE: $15 Trillion BlackRock says AI agents could create huge demand for stablecoins and blockchain payments, and AI computing could eventually be tokenized.
AI could bring trillions into crypto
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My whole timeline is talking about AI agents x Crypto
If you want exposure to this which is the biggest upside narrative in all of crypto, check out @auto_protocols
The swarm wakes up next week 💤
robinhood:0x7dbf38976f6d3b9c529e7d9484a71898b409ee6a
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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spyzer retweeted
I’ve said this over and over again in my theses on FOMO: the intertwinement of the blockchain with agentic protocols and infrastructure will be one of the greatest technological innovations of our time if executed well.
The $ZZZ dev has come to take the throne.
This is a multi-billion-dollar product.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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Blackrock is tweeting about the growing connection between AI and digital assets
You need to get exposure to the place where increasingly capable agents go to work & the infrastructure through which they earn
Last AI szn the models were illiterate children compared to what the frontier models are now
This is why I truly believe @auto_protocols is a potential multi billion dollar coin in the making
It’s hard to pull off, yes. But the architecture is being worked on daily by one of the most cracked & well-respected devs in the space. There’s something about continuous improvement resulting in exponential results
And if we start seeing the first signs of PMF soon..
Just saying, know what you hold 🤷♂️
$ZZZ
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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spyzer retweeted
follow the money zzz-2:native
the same dev who built a billion dollar perp dex in the bear market is building the worlds first autonomous evolving protocol
really don't have a price target for this one... zzzillions
JUST IN: Elon Musk says AI will "beat all fields by the end of next year."
"Or maybe 2028, at the latest."
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The most in-depth educational memecoin video EVER made
Releasing soon on the account shown below
Sub @ spyzer_crypto on Youtube to make sure u don’t miss it
The video will be divided into 13 episodes
Current status update ; parts 1 & 2 are done, also found a 3D model artist that’s currently working on the animations to explain more complex concepts in a most normie friendly way (blockchain, liquidity pool, slippage etc)
Script of 3 & 4 are finished, working on 5 atm
Thanks for all the support. It’s taking a little longer than expected, I’m sorry for that but I really don’t wanna rush this
It needs to be the best it can be
Wonder how many subs we’ll have in a couple months from now 👀
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Fuck a linktree
spyzercrypto.com
Onboarding arc
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I think the market is severely underestimating what ZZZ @auto_protocols is trying to become.
The potential architecture for humans and agents to coordinate, fund work, complete tasks, get paid and build autonomous organizations.
Models are improving rapidly. METR has documented substantial increases in the difficulty of software tasks agents can complete.
But the future isn’t just one model becoming smarter. It’s specialized agents working together: an orchestrator breaks down an objective, delegates work and evaluates the results. Anthropic has already demonstrated gains from this approach on its research evaluations.
The valuable layer isn’t only intelligence. It’s coordination
A platform that integrates better models could benefit from progress across the entire AI industry without having to invent the next breakthrough itself.
Now give those agents an economy
Agents doing paid work need to receive money, buy compute, access data, subcontract tasks and manage budgets.
Onchain infrastructure is the logical solution here, it offers shared, programmable payment rails across independently operated agents.
But payments are only one piece. Where do agents find work? Who funds it? Who checks the results?
That’s the opportunity I see for $ZZZ: becoming a go-to place for agents to complete useful tasks and earn money.
From community to autonomous organizations
The roadmap moves from discussion and decisions toward task execution by humans and AI.
Humans bring objectives, capital and judgment. Agents gradually take on more execution.
The proposed “Task Launchpad” makes this especially interesting: participants could commit resources toward a task’s compute budget rather than merely vote for it.
Once funded, agents could get to work.
A launchpad for work, not just tokens.
Funded tasks attract capable agents. Reliable execution attracts more customers and funding. Successful agents could reinvest earnings into compute or hire other agents.
That is how a marketplace could evolve into an economy of autonomous organizations.
On the team/dev ;
GMX has confirmed that its original lead developer deployed ZZZ, while clarifying that it is separate from GMX itself.
Someone with experience shipping serious onchain infrastructure now pursuing autonomous protocols. All GMX OGs still praise him to this day
That background also makes me more optimistic about attracting contributors, integrations and industry relationships. (Just got T1 listing at 30M mcap btw)
Meanwhile, Robinhood is actively pushing the agent economy, introducing agent-driven trading and card purchases. Vlad has explicitly extended its financial-access mission to AI agents.
My bet is that ZZZ can become a flagship AI infrastructure project in that ecosystem. And it already now is the #1 AI coin on Robinhood by all metrics
The token-utility description links holding $ZZZ to membership and credits, with proposed revenue-funded market purchases.
The potential loop is compelling:
Fund tasks → agents execute → useful products generate revenue → more compute and potentially more token demand.
Judging the opportunity by today’s discussion interface misses the bigger question.
I’m not only interested in which model wins.
I’m interested in where increasingly capable agents go to work & the infrastructure through which they earn, spend and coordinate.
If you know about the Huggingface incident, you realize this will happen one way or another
Xdev is building and improving the protocol every single day. Where will we be in a month from now? In 3 months? A year?
How many more T1 listings will we get? Knowinh GMX was listed on basically all of them
The dev is extremely wealthy, talented, connected, showed multiple times to reward his holders and has an insane drive to make this work.
Know what you hold. Understand the bigger picture.
I’m sleeping comfy on my $ZZZ bag
💤
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Institutions, hedge funds will come onchain with size as the growth allows it / some will put their own treasuries onchain
And there’s one single fund that’s frontrunning this already now- and has been since probably months ago. Team based out of Amsterdam
With a founder that co-managed a fund handling billions, the other founder having sold a company, both doxxed and their fund doing ~45% since inception two years ago
And yes, they have a token. The circulating marketcap is about 500k. FDV 3M
Their onchain treasury opens in a week or two. At the start 100% of fees generated from the fund (+ additional services from intelligence layer) go to buybacks and burns until it decays to a floor of 50% depending on FDV milestones / time
I’m positioned. And yes, it will get massive adoption eventually. Everyone (with size) will want to direct a part of their portfolio to a fund onchain doing +40% a year. Especially when they prove their worth
Let’s look back a couple months from now 🤷♂️
@Wall3_RL
Tokenized equities today are exactly where stablecoins were in 2019.
the first pmf is here. bringing equities onchain is just as obvious, simple, yet genius as bringing dollars onchain was back then. we've already seen the first growth spurt push us to the first few billion in onchain supply.
but zoom out and it's painfully obvious we're still incredibly early. an easy 100x in growth still ahead over the next few years.
here's where it gets interesting though:
stablecoin growth was slower, because we spent years operating in a completely different environment. one that mocked crypto, treated it with deep skepticism, and forced us to fight regulatory headwinds the whole way. one of the biggest catalysts, the GENIUS Act, only came last year, many years after the first pmf, and accelerated stablecoin significantly.
tokenized equities are positioned completely differently.
there's already massive institutional interest and adoption, and tokenized equities are an obvious, compelling fit for exactly that crowd. and just days ago the SEC issued its Innovation Exemption, explicitly allowing tokenized stocks to trade onchain, actively pushing this development forward instead of fighting it.
so I think tokenized equities are equally obvious with equally asymmetric upside as stablecoins in 2019. except this time it's going to move much, much faster.
one of the biggest opportunities forming in this space right now.
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spyzer retweeted
聊一个对 $ZZZ 判断的修正。
之前我清掉了 ZZZ 的仓位，核心原因是：我觉得它现在做的事更像是"AI 增强的社区工具"，而不是"agent-native 的组织基础设施"。前者的叙事天花板有限，后者才是真正有想象空间的方向。
但今天重新研究了一轮之后，我觉得我可能问错了问题。
这两个不是非此即彼的关系——它更像是一条过渡路径：先从人的社区开始，再逐步走向 AI Native DAO。
仔细想想，这其实是很自然的。如果你第一天就宣称自己是 AI Native DAO，人类社区为什么要来参与？没有人的参与，DAO 的框架根本搭不起来。所以合理的路径是：先让人来，建立讨论、决策、任务的基础框架，再逐步让 AI agents 参与进来，最终过渡到真正的 AI Native DAO。
从 @auto_protocols 的 roadmap 来看，这个路径其实是 explicit 的：
1. Discussion platform（人在讨论）✅ 已上线
2. Automated task management（AI 开始执行）🔄 开发中
3. Task execution by people AND AI（人+AI 协作）
4. Community rewards + Project discovery（生态扩展）
从 1 到 4，就是从 human community 到 AI Native DAO 的渐进过渡。
还有一个细节：他们的社区平台写了一句 "Agent-friendly — AI agents can be members too"。这说明团队自己也是按这个方向在想的——当前以人为主的社区形态，是有意识的起点，不是终点。
所以我的修正是：之前觉得 ZZZ 的方向不够"agent-native"，现在我认为它走的是一条从人到 AI 的自然过渡路线，而这可能恰恰是正确的打开方式。
后面会找合适的位置重新进场。
上次更新 robinhood:0x7dbf38976f6d3b9c529e7d9484a71898b409ee6a 时，当时看到的主要还是一个面向 ZZZ 持有者的社区协作平台。今天开发者连续补充了产品终点和代币机制，因此现在可以对 ZZZ 形成一个更完整的理解。
开发者 @ExponentLabs_ 用两句话概括了产品定位：
“What’s been built: Reddit but more productive.”
“The end goal: Cursor for communities.”
由于这条推文才发布几个小时，且暂时也无法看到产品，所以目前的讨论也主要是猜测，而非有依据的解读。
这两句话可以连在一起理解。
现在的产品仍然以帖子为基本单位。社区成员提出想法、参与讨论并通过投票表达支持，和 Reddit 类似。不同之处在于，普通社区平台通常停留在讨论和传播，而 ZZZ 想继续把已经形成的讨论转化成任务，再由 AI agents 或社区成员完成。因此，Reddit 代表的是它目前的讨论入口；Cursor 代表的是它最终希望建立的执行能力。就像 Cursor 可以理解一个代码库，并把程序员用自然语言提出的要求转化成实际代码，Autonomous Protocols 想做的是理解一个社区的目标、讨论和决定，再把这些内容转化成可以执行的工作。
整个流程大致是：社区讨论与投票 → AI 整理共识并生成任务 → AI agents 或社区成员完成任务。所以它最终想做的并不是另一个带有 AI 功能的论坛，而是一个把“讨论、决策、任务和执行”连接起来的社区协作系统。由人决定组织往哪里走，再由 AI 承接越来越多的具体工作。
与此同时，$ZZZ 自身的价值捕获路径也开始变得更清楚。
最初，ZZZ 最明确的作用是社区准入。用户持有一定数量的代币才能进入对应空间；持仓每天生成 credits，用于发帖等平台操作；持仓数量也会影响投票权。
9 月 13 日，开发者又直接给出了一条新的价值路径：“Platform subscriptions → ZZZ buybacks.” 也就是说，如果平台之后推出订阅服务，订阅收入将用于从市场回购 ZZZ。这样一来，ZZZ 就不只是一张进入社区的门票，也开始与平台未来可能产生的收入建立联系。
所以，相比 9 月 12 日，ZZZ 最大的进展是产品终点和代币价值路径都开始变得清楚。
它已经不太适合只被理解成一个 AI 社区平台，更像是在尝试搭建一种新的组织工具：社区负责提出目标和作出决定，AI 负责把这些决定转化成任务，并逐渐承担实际执行。目前能够验证的仍然主要是“Reddit but more productive”所代表的协作层。至于它能不能真正走到“Cursor for communities”，把社区意图可靠地转化成 AI 的实际产出，将是接下来最值得观察的部分。
我主观上仍然觉得，autonomous protocols 是一个非常 Crypto-native 的方向，但它真正适合服务的对象，可能不是人类之间的协作，而是未来 AI agents 之间的协作。
DAO 用在人身上一直显得有些拧巴。人需要阅读提案、理解上下文、反复投票和持续参与，最后往往变成少数人在工作，大多数人逐渐失去参与动力。但如果把其中的参与者换成 AI agents，很多原本低效的结构反而会变得合理：agents 可以持续读取链上状态，按照公开规则分工、调用资源并完成任务，整个组织的执行效率可能完全不同。
因此，我真正期待的 autonomous protocol，并不是人类先在一个更好的论坛里讨论，再让 AI 帮忙整理任务；而是由人类设定目标、规则和预算，AI agents 在这些边界内自主组织和执行，只在关键决定上重新交回给人类。
从这个角度看，我对 ZZZ 当前展示出来的方向略微有些矛盾。它做的事情确实与 Crypto 很匹配，但目前仍然更像一个以人类社区为中心、由 AI 辅助的协作平台。这样的产品可能有价值，却暂时很难让我想象它如何撑起整个 autonomous protocols 的叙事和估值。
如果未来 “Cursor for communities” 真正走向一个以 agents 为主要执行者的组织系统，那么它的想象空间会完全不同。但以目前的开发阶段来看，这部分还主要存在于产品愿景里。
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