LobsterDAO 🦞

02 Jul 2025 14:23

Sers, is there a website where I could find all the upcoming crypto events?

LobsterDAO 🦞

02 Jul 2025 12:25

Anyone from BlockPi here?

LobsterDAO 🦞

02 Jul 2025 06:16

Wah, I knew about usdt and usdt0, but I did not know about usdc chain.

Thank you for pointing that out 🙏

LobsterDAO 🦞

02 Jul 2025 05:38

https://6778953.fs1.hubspotusercontent-na1.net/hubfs/6778953/PDFs/Whitepapers/CPN_Whitepaper.pdf

Source : https://www.circle.com/cpn

LobsterDAO 🦞

02 Jul 2025 05:25

It’s unclear if USDT and USDC should spin up their own chain though?

LobsterDAO 🦞

02 Jul 2025 03:21

AI roboadvisors will be onchain and will be unbounded in their custom indexes and token weights.

LobsterDAO 🦞

02 Jul 2025 03:00

yes, but custom token indexes from stocks which are popular in TradFI, but don't exist outside of the USA private wealth management industry. Custom indexes are PumpFun for portfolios. Create any index and tokenize. no gating or curating.

LobsterDAO 🦞

02 Jul 2025 01:39

and where can I read about it?

LobsterDAO 🦞

02 Jul 2025 01:04

Paloma is delivering tokenized stocks on multiple chains. Base is one. Glad to DM if you have specific needs.

LobsterDAO 🦞

01 Jul 2025 21:21

Ivan step it up, lobs venues never look like this

LobsterDAO 🦞

01 Jul 2025 18:51

User on BitcoinTalk (Boomer OG forum) redeems over $10m BTC from a solid gold physical Casascius Bitcoin bar that he bought back in 2012 for $500. He leaked his private key on the forum and another anon scooped up $40k BCH immediately. - bitcointalk.org
🏷️ $BTC, Bitcoin, Gold

LobsterDAO 🦞

01 Jul 2025 14:52

Hmm I was talking more about the revenue on the issuer side. Stablecoin still gets to earn yield on the money in their custody so it’s not totally dependent on issuance and redemption volume for earning. No such option for stocks

LobsterDAO 🦞

01 Jul 2025 13:16

You could argue the same for most stablecoins pre-2024

LobsterDAO 🦞

01 Jul 2025 13:06

Issuance + redemption fee (backed takes 50bp for each)

LobsterDAO 🦞

01 Jul 2025 13:00

What’s the current business model for issuers like Backed?

LobsterDAO 🦞

02 Jul 2025 14:21

When a STRF or STRK token, that we deposit on Pendle, and loop the PT-Token on Euler/Morpho to 50x 😳😳😳

(hey SEC, this is not financial advice)

LobsterDAO 🦞

02 Jul 2025 08:38

Robinhood's tokenized stock contracts appear to be a walled garden that's not compatible with defi, yet - 𝕏/@0xren_cf
🏷️ DeFi, Robinhood

LobsterDAO 🦞

02 Jul 2025 05:38

Seems like that is exactly what is going on

LobsterDAO 🦞

02 Jul 2025 05:37

https://vxtwitter.com/stable/status/1940048398595547289?s

LobsterDAO 🦞

02 Jul 2025 05:18

So if the top 3 gas using contracts (USDT, USDC & UNI) are all launching their own chains , what is the selling point for ETH?

LobsterDAO 🦞

02 Jul 2025 03:01

No protocol level docs as yet. I will ping you when our DEX is back online tomorrow with a link

LobsterDAO 🦞

02 Jul 2025 02:57

You mean like an index?

LobsterDAO 🦞

02 Jul 2025 01:24

Paloma currently supports stocks and currencies issued on the following chains:
* ETH
* Base
* BNB
* Arbitrum
* OP
* Gnosis
* Polygon

We're also building portfolio tokens for issuance on multiple chains. 25 names for each portfolio token. Yes, Reg S and Reg D compliance from our partners at TokenSoft. Gud times for stonks on chains, but we're encouraging folks to think tokenized portfolios onchain as the next future to reach forward to tackle.

LobsterDAO 🦞

02 Jul 2025 01:02

Hey guys. Know anyone building tokenized stocks on Base?

(Like Backed.fi xStocks on Solana?)

LobsterDAO 🦞

01 Jul 2025 21:21

https://x.com/micheledaliessi/status/1940074988070941184?s=46&t=dZ0Is5ZLsMuWuMCkTmZ9HQ

LobsterDAO 🦞

01 Jul 2025 14:55

Sure but it’s not like you can bypass existing AML or securities regulations just by having the stocks onchain. Widespread geographical access will be limited to the custody model, which will continue to suffer from the same liquidity issues as they do now.

LobsterDAO 🦞

01 Jul 2025 13:29

Emerging market folks like me will like to use the product because I used to trade US stocks back in 2020 from my bro's robinhood account who is based in US.

But, my preference was mainly to trade options on big stocks or SPY. Never held them in spot cause didn't have that much account balance. Used to find new uprising stocks in solar/EV category and sometimes penny stock or others and held them in spot and sometimes options also.

So, what you need to see is which tokenized stocks are having high trading volume and which ones not because crypto degen crowd have low risk aversion

Also, Stocks and cryptos are very different markets. When I shifted to crypto then I just didn't have time to observe US stocks because ultimately placing an option bet on a stock or buying it in spot do requires some research/reading balance sheets/finding alphas and going to Stocktwits chat rooms to see what other ppl are thinking on this. It's a good amount of research.

LobsterDAO 🦞

01 Jul 2025 13:12

Hmm yeah I guess that limits it a lot. People who would pass the legal requirement to be able to redeem most probably also has better means of accessing the US market and since you can’t really utilize the onchain stocks in any significant way, there is no reason to jump through the onchain hoops for a centralized product

LobsterDAO 🦞

01 Jul 2025 13:02

@micobz welcome buddy, maybe you can add some value in here

LobsterDAO 🦞

01 Jul 2025 11:59

The reason is supply not demand. With stables you have the collateral in short term bonds (and while interest rate where 0 the graph looked the same) and with stocks the business model issuing the tokens is way harder.