TomWan

Feeling blessed to spend quality time with family and friends.
When you grow older, biggest wealth is health and happiness, both yourself and your loved ones.
Wish you all a happy and healthy new year ahead!

Some metrics are purely for marketing purposes, nothing wrong about it as there are different level of audiences.
But in this case no need to put as much weight to it. There’s always room for fun/interesting facts and data points.

Adoption of Tokenization so far:
S Tier: Money Market Fund
- BUIDL by @Securitize and @BlackRock
- BENJI by @FTI_US
- WTGXX by @WisdomTreePrime
- USTBL/EUTBL by @Spiko_finance
A Tier: Commodities
- PAXG by @Paxos
- XAUT by @Tether_to
B Tier: Stocks/Private Equity
- @RobinhoodApp on Arbitrum
- @xStocksFi on Solana
- @OndoFinance on Ethereum
C Tier: Private Credit (Default risk is still very high due to adverse selection)
- @goldfinch_fi
- @centrifug
Tokenized Money Market Funds mark a major milestone for tokenization, offering low-risk yields to on-chain entities during a high-interest-rate env

Bear Market = Locked-in Shipping Season
Less noise, just build

Onchain Analysis has become a skill harder to acquire than before
Was discussing this with @AliTslm and @0xpibs earlier today. Back then @flipsidecrypto and @dune are still at its bootstrapping phase, the focus is less on revenue. New analysts could easily learn onchain analysis by using the free plan on Dune and Flipside.
In this year, Flipside has sunset their studio and Dune has become more mature and institutional focus.
That said, both companies have done tremendous work to grow the number of onchain analysts in the industry, and will continue to serve as the foundation for onchain analy

We are live with @eulerfinance, @USDai_Official and @k3_capital to talk about USdai/Euler alphas and Arbitrum DRIP Incentives