RT Mary Gooneratne (@marygooneratne)RWAs are growing faster than ever on @solana.PRIME by @HastraFi is one of the best examples of what happens when tokenization and onchain finance are coupled thoughtfully.Excited to introduce fixed-rate borrowing + one-click Loops for PRIME on @Loopscale. Order book lending is purpose-built for RWAs: deep liquidity with asset-specific pricing and risk parameters. ...

kamino built the custody bridge every institution needs. anchorage integration lets funds borrow on-chain without moving assets from qualified custody. $90m market cap on $2.2b TVL. solana foundation already using it as pilot user. PRIME went from $25m to $600m in 10 weeks. the compliance bottleneck just got solved ...

Financial Data and Key Metrics Changes - For Q4 2025, the company generated approximately $1.29 billion in total revenue, $134 million in adjusted EBITDA, and $127 million in cash from operating activities [6][15] - For the full year 2025, consolidated revenue grew by 4.6% to over $4.8 billion, with adjusted EBITDA increasing nearly 13% to approximately $388 million [15][16] - Attendance globally was down 2.1%, but adjusted EBITDA showed a significant increase due to operational efficiency [7][15] Business Line Data and Key Metrics Changes - U.S. operations outperformed the North American box office, with admissions revenue growing by 3.9%, leading to a total revenue growth of 4.6% and a nearly 15% increase in adjusted EBITDA [17] - International operations saw attendance decline by 5.5%, but revenue grew by 4.6% or was flat in constant currency, with adjusted EBITDA declining by 2.1% [18][19] Market Data and Key Metrics Changes - The North American box office increased by a modest 1.5% in 2025, while the European market experienced a decline in attendance of approximately 3% [15] - The company expects the North American box office to grow by approximately $500 million to over $1 billion in 2026, driven by a strong film slate [10][11] Company Strategy and Development Direction - The company is focused on strengthening its balance sheet, having reduced total debt by approximately $1.8 billion since the end of 2020 [12][14] - AMC is committed to enhancing the moviegoing experience through investments in premium formats and loyalty programs, with a focus on operational efficiency and asset productivity [20][26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, citing a stronger film slate and anticipated growth in the box office, which is expected to lead to significant improvements in financial results [9][11] - The company highlighted the importance of operating leverage, indicating that increased revenues will lead to a substantial rise in adjusted EBITDA [39] Other Important Information - The company has introduced innovative food and beverage offerings, contributing to increased per-patron revenue and profitability [56][58] - AMC's collaboration with Netflix has proven successful, indicating a strategic opportunity for future partnerships [34][35] Q&A Session Summary Question: How is the theater portfolio being managed given the strong outlook for content in 2026? - Management indicated that they will continue to close underperforming theaters while selectively acquiring more profitable locations, with a focus on improving theater economics [44][45] Question: What is the expectation for international admission revenues compared to North America? - Management noted that Europe is recovering faster than the U.S., suggesting that international revenues could be stronger than those in North America [52] Question: What future changes can be expected in the food and beverage business? - Management highlighted ongoing menu experimentation and the growth of movie-themed merchandise as key areas for future innovation [56][58] Question: What is the company's relationship with studios and the status of union negotiations? - Management confirmed strong relationships with studios and expressed hope for positive outcomes in ongoing union negotiations, emphasizing the importance of uninterrupted movie production [59][62]

RT Capital Markets (@capitalmarkets)Institutional-grade RWA growth on Solana is accelerating.The PRIME market on @kamino has surpassed $130M in deposits in less than 3 weeks since launch.PRIME is a yield-bearing token backed by U.S. home equity loans (HELOCs), originated by @Figure. https://t.co/CQy4JSbr9w ...

Solana Ecosystem & RWA Consortium - RT Hastra强调公司并非小步进入Solana生态系统，而是大举进军 [1] - PRIME推出及RWA联盟成立仅一周，便已展现出显著的市场需求 [1] - DeFi原生收益的需求真实存在 [1]

Token Launch - Figure 公司推出名为 PRIME 的代币 [1] - 该代币收益率为 8% APY (年化收益率) [1] Backing - PRIME 代币由 Figure 公司的房屋净值信贷额度支持 [1]

Decentralized Finance (DeFi) Ecosystem - wYLDS can be purchased and staked on HastraFi on Solana to earn returns backed by Figure HELOCs on Provenance [1] - Staking token, $PRIME, can be used on Kamino to borrow against and on Raydium to trade [1] - Stakers act as alternatives to banks, providing competitive yields and lowering the cost of capital for borrowers, leading to lower loan rates [1] Disintermediation of Traditional Finance (TradFi) - Disintermediating TradFi capital allocators leads to great outcomes [2]

DeFi Innovation - DeFi领域在2025年迎来重大进展，被认为是年度最佳事件 [1] - Solana区块链上实现了这一创新 [1] Investment Opportunity - 用户可以通过购买并持有PRIME代币，获得美国房地产支持的贷款敞口 [1] - 投资者有望获得约8%的年化收益率 (APY) [1]

RWA Integration - Kamino integrates PRIME, a significant Real World Asset (RWA) on Solana [1] - PRIME is developed by Figure and issued by HastraFi [1] Investment Opportunity - PRIME offers real-estate-secured yield up to 8% APY [1]

RWA Integration - Kamino integrates PRIME, a significant Real World Asset (RWA) on Solana [1] - PRIME, developed by Figure and issued by HastraFi, offers real-estate-secured yield up to 8% APY [1] Key Players - Figure and HastraFi are involved in the development and issuance of PRIME [1] Platform - PRIME is live on Kamino [1]