A trader shares their long positions in US tech and crypto stocks, including $MSTR at 116, $HOOD at 98-110, and $SOXL at 104, taking partial profits while maintaining core holdings and questioning whether others had the conviction to buy during downturns.
Discussion of Real World Assets (RWA) on blockchain, focusing on tokenized stocks and regulated trading infrastructure. SEC approval enables compliant on-chain equity trading with AMMs and stablecoins, shifting focus from price feeds to actual asset settlement. Tokenized stocks market cap grew significantly across chains, with BNB Chain leading at $1.0B growth over the past year.
SEC approved a five-year Innovation Exemption on September 17, 2026, allowing tokenized securities trading on approved venues with restrictions including US-only participation, shareholder voting rights, and opt-out provisions. Uniswap captured significant trading volume on Robinhood Chain with $2.6 billion in tokenized stock transactions, driving protocol revenue up 165% in 30 days. Multiple crypto projects announced major developments including Arc mainnet launch and NEAR confidential features.