Building a better bank @superformxyz 🐽 contributing @tokenizedvault co-author erc7540
Miami, FL
- Tweets 918
- Following 582
- Followers 4,602
- Likes 5,751
Let’s get a list of what the SEC stands for:
- Token ownership is better than equity ownership
- Tokenized equities need to have ownership rights
- Vaults need to be non-custodial
- Personal information should be protected via zkps
If you believe, life is but a dream
*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION
*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS
*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES
*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS
*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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The more one builds with vaults, the more one questions “why vaults?”
Vaults will always exist to increase composability, reduce transaction costs, and generally increase security
But at the same time 4 years ago when vaults became standardized as capital allocation tools we didn’t have mature smart account infrastructure and AI
There should be no question if something is non-custodial if the management of something is all purely code (whether public onchain, or verifiable offchain)
The sooner we embrace this future the better. Cypherpunk vaults
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Vikram Arun retweeted
Welcome @Superformxyz to Global Dollar Network. 🌎
Superform is a neobank for global markets, where users can buy and earn on U.S. stocks, USD, and crypto.
USDG is live through their new SuperUSDG vault, where users can earn up to 3.7% on Robinhood Chain.
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Superform at a Traders mixer?? 👀
Come by, we’ve got something for Android users this time too
Looking for yield on stocks?
UPtober conference schedule 👇
🇰🇷 9/28: RWAs Beyond Minting: Turning Tokenized Assets into Live Markets @0xEastPoint
🇰🇷 10/1: Seoul Traders Mixer w/ @QFEX @kbwofficial
🇸🇬 10/8: Vault Integration and the Limits of Embedded Yield @Vault__Summit
luma.com/kvnf6yhj
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The fact that most products do not actually fit this classification right now means we have so much higher to go
Next up: tokenization + vaults
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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You either build self-custodial first or you get replaced by someone who does, with better products and less compliance overhead
Long onchain trading apps & neobanks
Short fintechs adding custodial wrappers
Crypto needs to earn trust before fintechs pivot entirely to self custody, and if that never happens anyway, onchain wins
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Since pre-deposit opened, SuperNVDA has grown to hold nearly 5% of all NVDA on Base
Strategies will be enabled as lending markets mature and SuperStocksUSDC becomes the automated underwriting engine for tokenized equities
Every stock will Earn
Earn on your SpaceX @Coinbase Tokenized Stock, live on @Base.
SuperSPCX is now in pre-deposit, earn up to 100% APY during the launch campaign.
Trade and Earn $SPCX 🔽
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Ironically this now all but guarantees the outcome
The most amusing years of capitalism the world has ever seen are ahead of us, then, back to tradition
Seriously? What’s the concern you ask, @vladtenev? The list of concerns is almost existential.
U.S. securities laws are in place to protect investors. For good reason, we spend millions and millions of dollars every year to comply with U.S. securities laws. In good. conscience, how can Robinhood as a U.S. company set up an operation in far offshore Jersey, an island 3000 miles away, and market a security sort of posing as AMC in some shape or fashion, and not comply with U.S. securities laws. That is shocking and shameful.
Our past issuance of equity to strengthen our balance sheet was vital to our success. Your setting up some kind of fictitious synthetic equity market decouples stock token ownership from a company’s ability to control its own capital raising efforts.
Share ownership gives shareholders various rights, including the right to vote their shares. Your stock token pretend to be some form of stock ownership, but disclosures to the contrary notwithstanding, they are not ownership and they deprive investors of their rights.
This quasi-fake market you are creating on the island of Jersey sows distrust amongst the public about financial markets in general. There already is distrust in financial institutions, you are potentially making it far worse.
These are but a few of my concerns about your actions.
I hereby call on you and Robinhood to voluntarily CEASE AND DECIST the trading of AMC stock tokens. If you don’t, our high priced securities counsel has been asked to see whether we can force you to stop.
I also wonder how can the SEC possibly support your sham ignoring of U.S. securities laws. You can be sure we will be asking them.
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Vikram Arun retweeted
Pleased to announce Vikram Arun @vik_runa from Superform @superformxyz as a speaker at EastPoint:Seoul 2026!
Vikram is Co-founder and CEO of Superform, an on-chain wealth platform that aggregates yield opportunities across DeFi. His team is building the rails for on-chain asset management at scale.
At EastPoint:Seoul2026, we're excited to have Vikram and Superform join us on stage.
📍 Seoul | 🗓️ September 28 | 🔗 eastpoint.xyz
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Yield on stocks. The trillion-dollar question.
Anyone who has run the numbers knows that carry has traditionally been limited by capacity. If we have $10M of stocks looking to earn yield, at 60% LTV, we need $6M of stables and realistically to stay at reasonable utilization to not spike borrows we need $8-9 million.
Where do the stablecoins come from without asking them to absorb gap risk? How do we reduce that risk (what does SuperStocksUSDC do)?
Incentives can bootstrap these markets, but long term positive carry structurally needs:
1. Higher, non-circular stablecoin yields
2. Deep stablecoin liquidity
3. Predictable borrowing costs
4. Market-hours-aware oracles and IRMs
5. Rule-based automation across everything. LTVs, repayment, rebalancing and yield sleeves
Very excited to build this out and ship things over the coming months that we think tie it all together.
DeFi lets us explore things to solve this here that weren’t possible in the real world. Composability allows productive versions of the stocks to support swaps, basis and funding products, indexes, and structured products built on top.
No one company can do this alone, and for that reason, DeFi will win.
This week we launched SuperStocks on Base.
Coinbase Tokenized Stocks are now live in Superform. Eligible users outside the US can buy the stocks they want and for the first time, move from simply owning them to earning on them.
Every Stock Should Earn.
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Vikram Arun retweeted
Earn while you hold stocks.
Coinbase Tokenized Stocks are live on the Explorer with yield opportunities.
Zap into participating @base positions from anywhere, across chains, to enter the $10K raffle.
Eligible to users outside US only.
explorer.portals.fi/base-sto…
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Vikram Arun retweeted
stock carry trade vaults going live on @base
Exciting to see carry trade vaults popping up for CB Tokenized Stocks @628Labs @superformxyz @ipor_io @portals_fi
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Why is Coinbase’s stock launch important? We say as we type in English, while tokenized stocks are blocked in the U.S. and UK
所以 这是同样的中文发布
仅在Superform上
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Monumental effort from @base for bringing all the pieces together for this launch
superNVDA launches today in pre-deposit, enabling a new class of Earn stocks with automated & verifiable strategies, starting with carry
Stocks are better onchain. Time to put them to work
Introducing Earn Stocks on @Base
Tokenized stocks can now earn while you hold them.
Pre-Deposit Campaign: Earn up to 100% APY on NVIDIA @Coinbase Tokenized Stock using SuperVaults. Deposits capped at $500K.
Buy and Earn $NVDA 🔽
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