RT Haseeb ＞|＜ (@hosseeb)Tokenized stocks coming to @avax via Dinari—more of the broader migration of equities coming on-chain.Avalanche’s configurable chain architecture makes it a natural fit for this wave. Prediction: more of the Fortune 500 that don't have the chops to build their own chains from scratch will spin up turn-key dedicated block space. ...

Emerging Technologies & Trends - AI agents are evolving beyond simple chatbots [1] - Permissionless prediction markets are gaining traction [1] - Tokenized stocks are an area of interest [1] - Chain-abstracted superapps are being developed [1] - SocialFi 2.0 and reputation layers are emerging [1] Blockchain & Infrastructure - Gasless chains and stablecoin-based chains are being explored [1] - Base app adoption is a key focus [1] - The practical readiness of interoperability is being questioned [1] Gaming & Crypto Integration - Games are integrating crypto for genuine utility, moving beyond forced adoption [1] Company Focus - Kaito's potential reinvention is being considered [1]

Industry Development - Equity tokenization firm Dinari is launching a proprietary Layer 1 with Avalanche (AVAX) [1] - The Layer 1 aims to serve as a global, compliant settlement layer for tokenized stocks [1]

Financial Data and Key Metrics Changes - The company reported revenue of $26 million for Q2 2025, representing a 16% year-over-year growth driven by increased product adoption [4][17] - Total swap volume for the quarter reached $1.38 billion, supported by renewed market activity [17] - Monthly active users declined by 6% sequentially, remaining unchanged from the previous year [22] Business Line Data and Key Metrics Changes - Exchange aggregation accounted for 91% of total revenue, with ExoSwap contributing 10% of revenue and 15% of quarterly volume [17] - ExoPay, launched in May, allows customers to buy crypto directly within the Exodus mobile wallet, supporting major cryptocurrencies [7][8] Market Data and Key Metrics Changes - Bitcoin prices increased by 30%, Ethereum by 36%, and Solana by 24% during the quarter, contributing to business momentum [9] - The adoption of stablecoins is accelerating globally, with over $250 billion issued and a forecast of $1.5 trillion by 2030 [13] Company Strategy and Development Direction - The company aims to bridge today's financial needs with future digital sovereignty, focusing on scaling wallet adoption and expanding access to both dollars and Bitcoin [26] - Partnerships, such as the recent integration with MetaMask, are seen as key to driving growth and enhancing user experience [6][28] Management's Comments on Operating Environment and Future Outlook - The regulatory environment in the U.S. has improved, with the passage of the Genius Act, which provides clearer definitions for digital assets [10] - Management expressed optimism about future growth, emphasizing the importance of innovation and seamless user experiences [16][26] Other Important Information - The company held $291 million in digital and liquid assets as of June 30, maintaining a debt-free position and increasing Bitcoin holdings to 2,058 [25] - Marketing and event spending reached $7.3 million, driven by sponsorships and increased advertising [19] Q&A Session Summary Question: Can you discuss the benefits and opportunities of the MetaMask deal? - The partnership allows Exodus to provide technology to MetaMask's millions of customers, enhancing their user experience with cross-chain swaps [30][32] Question: What are the economics behind the MetaMask deal? - Specific details cannot be disclosed, but the deal is expected to be significant given MetaMask's size and unique position in the market [34][36] Question: Can you elaborate on the mix shelf filed in May? - The mix shelf is intended to keep options open for future capital needs, allowing for a more deliberate approach to potential opportunities [42][44] Question: What is the strategy for customer acquisition and wallet growth? - Short-term growth will focus on partnerships, while long-term strategies will enhance existing products and attract new customers [69][70] Question: How will ExoSwap integrate with the MetaMask app? - The integration will likely provide a seamless experience for users to swap assets, similar to existing functionalities in other wallets [72][73]

Market Demand - Strong user demand exists for using tokenized stocks as collateral [1] - The market shows massive demand for Real World Assets (RWAs) as collateral, including both liquid and illiquid assets [1] - Few productive secondary markets currently exist for these assets [1] Tokenization & Collateralization - StormbitX now supports tokens, paving the way for bringing RWAs as collateral [1] - The next frontier involves using RWAs (both liquid and illiquid) as collateral [1]

Market Trend - Tokenized pre-IPO stocks are now tradable on Solana, opening private markets onchain [1] - PreStocks platform enables trading of synthetics of private companies [1] Companies Involved - Markets available include SpaceX, OpenAI, AnthropicAI, Anduril, Kraken, Neuralink, Discord, and Epic Games [1]

Market Trends - Tokenized stocks experienced a surge of 220% in July [1] - Binance Research projects a $13 trillion market opportunity for tokenized stocks [1] Adoption - Adoption of tokenized stocks is nearing a tipping point [1]

Tokenized stocks unlock 24/7 trading, programmable assets and near-instant settlement.Yet we’re still early, with just $370M onchain vs. $120T in global equities—that’s a staggering 324,000x gap.🤝 We've teamed up with @Securitize and @BackedFi to break down the following:🔶 The spectrum of stock token designs🔶 The Tokenized-Stock Trilemma🔶 Real-world case studies like ERC-3643 and @xStocksFiDeep dive into the full report here 👇https://t.co/F246MtNYWw ...

Today, the crypto market slides as the new month kicks off with weaker thanex expected jobs data and global tariffs. Coinbase reports earnings and says it's launching tokenized stocks. Plus, Leah Wald of Soul Strategies discusses the strengthening ties between Wall Street and blockchain.Welcome to CNBC's Crypto World. I'm Tana McKiel. The crypto market wobbling to start the month of August after President Trump unveiled his modified reciprocal tariffs on dozens of countries last night and the market weighed ...

Solana Ecosystem Development - Jito 推出 Block Assembly Marketplace (BAM)，为 Solana 原生 CLOB、DarkFi pools、perps 等设计私有、公平和可编程的交易处理系统 [1] - SIMD-256 在主网上线，Solana 网络区块限制增加 20% 至 6000 万 CUs [2] - Solana 应用在上半年创造了 16 亿美元的收入，环比增长 4 倍 [2] - OnePieceLabs 宣布为 Solana 创始人设立加速器项目，重点关注 RWA、PayFi 或 AI 应用，8 月 22 日截止申请 [2] - AllianceDAO、WhopIO 和 Believeapp 宣布 Go Viral 黑客马拉松，奖金 50 万美元，寻找 Solana 突破性应用 [2] Network Performance & Infrastructure - 主网 TPS 增加到大约 1700-1800 真实 TPS [2] - Crossmint 推出 Blormmy，一个由 Solana 驱动的 AI 代理，使 X 成为一个无摩擦的商业平台，可以通过推特上的亚马逊链接使用 USDC 完成购买 [2] - Ankr 旗下企业部门 Asphere 推出一项新服务，方便企业部署 Solana Permissioned Environments (SPEs)，即为企业客户定制的网络 [4] - QuickNode 推出 Webhooks，一种无服务器、按匹配付费的警报工具，将过滤后的 Solana 事件直接推送到 URL [4] DeFi & Trading - DFlowProtocol 30 天交易量首次超过 20 亿美元 [3] - DeFiTuna 的 FusionAMM 与 Titan_Exchange 合作，计划于 7 月 30 日上线 [3] - Range 推出新的跨链 Solana 浏览器，具有实时跨链交易可见性、按资产、协议和链排序的流入/流出分析，覆盖 Circle 的 CCTP、Wormhole、LayerZero、deBridge、Hyperlane 和 AllBridge Core [3]