lobsters_chat | Unsorted

Telegram-канал lobsters_chat - LobsterDAO 🦞

-

Main Channel t.me/blockchain_lobsters

Subscribe to a channel

LobsterDAO 🦞

Can you dm me the link too?

Читать полностью…

LobsterDAO 🦞

Already some protocols offering high lev for stocks , exciting times !

Читать полностью…

LobsterDAO 🦞

Yeah that was my initial assumption too. Stocks weren't degen enough for crypto natives to think about as an opportunity, neither was it safe enough for people to park money in. But I guess, the lack of regulatory clarity might be a better reason tbh.

Читать полностью…

LobsterDAO 🦞

We'll see where they draw the line this time

Читать полностью…

LobsterDAO 🦞

Agreed. This is stocks szn. We're not afraid of tokenized stocks sending us straight to jail.

Читать полностью…

LobsterDAO 🦞

If the SEC is breathing in your neck you are a bit more carefull

Читать полностью…

LobsterDAO 🦞

Mostly because also LP's were not willing to take the regulatory risk

Читать полностью…

LobsterDAO 🦞

Oh I completely forgot that Mirror Protocol was tied to Luna. I guess that poisoned the idea a fair bit for a lot of crypto native people.

Читать полностью…

LobsterDAO 🦞

Hmm I can see if the tokenized product actually represented equity but what is the regulation hurdle when the product is basically some kind of IOU based on the price of the underlying asset?

Читать полностью…

LobsterDAO 🦞

yeah the geography point is the reason why I am surprised that stocks doesn't have a bigger demand. Logically it seems like what the network effect of dollar did for USD stables, the network effect of the American market should do the same for tokenized stocks.

Читать полностью…

LobsterDAO 🦞

https://keyrock.com/the-great-tokenization-shift-2025-and-the-road-ahead/

Читать полностью…

LobsterDAO 🦞

https://x.com/paloma_chain/status/1939793372207882682

Читать полностью…

LobsterDAO 🦞

Johnny Sins made the pivot to crypto

Читать полностью…

LobsterDAO 🦞

Should be 2 cents or so

Читать полностью…

LobsterDAO 🦞

0.7% is barely above the Coinbase low volume taker fee of 0.5% ser. And lower than metamask.

The trick is to set a 1 tick uni v3 liquidity position at 0.25 standard deviations over the last 50 swaps.

Читать полностью…

LobsterDAO 🦞

We need a lot of liquidity for stocks first , you wanna be able to buy big amounts of apple etc without moving the price . I dont think it was attractive for people / mms to lp for stocks due to regulations .

Also various reasons why people in crypto might not be too interested ( no 24/7 trading , smaller returns , custody etc )

Читать полностью…

LobsterDAO 🦞

Could be, yet there were stocks on a bunch of on chain perp DEXes

Читать полностью…

LobsterDAO 🦞

100x leverage CRCL maybe

Читать полностью…

LobsterDAO 🦞

Well SEC is chill now, so time to test some boundaries 😂

Читать полностью…

LobsterDAO 🦞

Stables have a shit load of uses, even for normies in failed states.

Stonks are casino, crypto used to have the best casino in town.

Читать полностью…

LobsterDAO 🦞

But even when Anchor was printing stable returns on Terra, no one was aping massive liquidity unto Mirror stocks. It was interesting, but not serving the geographic need for investment in the same way that Anchor served as a high yield savings account. The tech worked, but the geography wasn't the problem? I think if Mirror had converted stocks into yield bearing portfolios, the geography would have maybe seen it as a compelling savings account. Just speculating tho.

Читать полностью…

LobsterDAO 🦞

Exactly and Synthetix also had issues getting people to provide liquidity throughout their roll out

Читать полностью…

LobsterDAO 🦞

What's USDT, but an IOU based on dollars held in a bank?

Читать полностью…

LobsterDAO 🦞

Exactly, and we've had tokenized stocks since 2015. Why haven't they taken off as much as stables?

Читать полностью…

LobsterDAO 🦞

Basic explanation in article, full explanation in the report

Читать полностью…

LobsterDAO 🦞

Regulation and liquidity issues

Читать полностью…

LobsterDAO 🦞

Is there any good article on why tokenized stocks have failed to take off in DeFi while stablecoins have succeeded? I guess primary reason might be just that crypto natives are way too degen to even consider stock as investment option.

Читать полностью…

LobsterDAO 🦞

https://www.imdb.com/list/ls025391053/

Think it’s probably one of these

Читать полностью…

LobsterDAO 🦞

Trying to get people off Ethereum. Not a big ask is it…

Читать полностью…

LobsterDAO 🦞

you look like an actor but can’t figure out which

Читать полностью…
Subscribe to a channel