Thread
- Posted
- 2026-09-16 10:17 UTC
- First seen
- 1d ago via trade comments
- Chain
- Base
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Other theses on this trade
Stonkex is live at the b20 round table on x space with big names and Jesse pollak Tune in https://x.com/i/spaces/1qKDzWREAaYJV?s=20
In literally 24 hours: Jesse pollak reposted the Base Tokenized Stocks Space where $STONKEX will be speaking today → $BASECAT started flirting with STONKEX on the timeline. → The SEC just opened the door to onchain trading of tokenized U.S. stocks through its new conditional Innovation Exemption. → @aeroxyz announced the partnership for the STONKEX V2 coming next week. → $BLUECHIP a stock-paired meme got added to the Coinbase roadmap and got listed And all of this is happening while @Base is explicitly pushing tokenized stocks and asking builders to create new products around them. What do you think happens next? 👀 At some point, you have to stop calling everything a coincidence. Tokenized stocks 🤝 Memestocks 🤝 Base 🤝 Aerodrome @Stonks_Exchange is sitting directly at the intersection of all four. Can it get more obvious than this? And V2 is coming. 🐂🔵 https://x.com/ohmyjack/status/2100582743000125864
https://x.com/basecatonbase/status/2100580011371573726 Base cat interacting with stonkex Can it get more obvious than that ???!
SEC approves temporary, conditional exemption to allow limited trading of tokenized stocks onchain Coin base will go all in now
All eyes today on stonkex Jesse pollak founder of Coinbase reposted the space where stonkex will speak And aerodrome should make an announcement today Is stonkex the next project to be in the Coinbase listing roadmap????
Is @base showing us the playbook. 👀🔵 After $BASECAT Coinbase just listed on $BLUECHIP the first stock-paired meme on Base. Now look at what sits right behind them. $STONKEX is floating around a 6/15 M market cap in the past week after a 33.5 M ( only support base network ) while $STFY is building directly around the tokenized-stock ecosystem. We’ve seen a similar progression before: Robinhood → memes like $CASHCAT → then utility/infrastructure plays like $PONS and $Index Now Coinbase is starting with the memes tied to its native B20 stock ecosystem. What comes next? If the market starts rotating from B20 memes into B20 infrastructure, @Stonks_Exchange and @Stockify_fi are the names to save And the timing for $STONKEX couldn’t be more interesting: V2 incoming, with the team hinting at @aeroxyz involvement. 👀 If that materializes, the parallel gets even more interesting: Robinhood → $PONS + Uniswap Base → $STONKEX + Aerodrome? Coinbase has only just started expanding native tokenized stocks on Base. Memes first. Infrastructure next? Eyes open. 🔵 https://x.com/ohmyjack/status/2100363911690141922
https://x.com/jessepollak/status/2100296331608871140?s=46&t=6mLv-fuCslWLJ1rNmwVYWA Jesse will be live tomorrow at round table with stonkex on X space
$STONKEX EXCHANGE WILL BE TALKING AT THE B20 STONKS ROUNDTABLE X SPACE HOSTED BY BASE https://x.com/buildonbase/status/2100291096114782389
After $BASECAT ($20M mcap), Coinbase officially listed $BLUECHIP ($14M), the first stock paired meme on Base. By market cap, right after basecat and bluechip, there is $STONKEX floating around $10M market cap. Robinhood firstly listed memes such as Cashcat, then followed with utility projects like Pons. It seems like Coinbase is following the same pattern. Eyes open on $STONKEX, specially now after they're hinting at a V2 in partnership with Aerodrome. This would be the perfect Base answer to the Robinhood Pons + Uniswap partnership.
You’ll dream about getting in at this price once V2 is released, with custom tax options and many more features in partnership with Aerodrome. 👀
Aerodrome just replied to STONKEX !! What’s coming ?? https://x.com/aeroxyz/status/2099864450819936551
Check the left corner of the last x post from main 👀👀 https://x.com/Stonks_Exchange/status/2099830822635216989
Main x starting to give hints 👀 https://x.com/stonks_exchange/status/2099830822635216989
I’m aping more in the dip of $STONKEX From 35K to 34M, a violent retrace was inevitable. After 2 weeks of up only and almost 1000 Xs ! And you can spot the same pattern in the $PONS chart down below Now we’re back around 6–7M while volume is still high and early buyers are taking profits but top traders are holding tight on @fomo People are de-risking ahead of FOMC + CLARITY Act uncertainty. That doesn’t change the thesis. For me, selling a small cap , right before the catalysts in the pipeline, makes less sense than adding into fear. The market gave everyone the entry they were begging for when it was at 30M. Now the dip is here don’t be scared ! Same thesis. Lower valuation. Better R/R on Stonks_Exchange I bought more.
When cobie started pushing BASECAT as Base’s answer to Robinhood’s CASHCAT, I said the same playbook could eventually unfold with a launchpad vs PONS. But the STONKEX thesis is becoming much bigger than a simple token-vs-token comparison. $STONKEX sits around an 8–9M market cap while @base has released only 10 B20 stocks, versus 100+ across other ecosystems. We’re still ridiculously early. Now look at WHO is actually holding. STONKEX is verified on @fomo and backed by a real company with a gold tick on X, a top-tier design team, and even an Oscar-nominated animation director involved. Among the holders you’ll find 100K+ follower KOLs, 8-figure wallets and major $STONK whales. That matters. A launchpad isn’t just technology. It needs DISTRIBUTION. When something strong launches on Stonks_Exchange, you already have the type of capital and attention capable of discovering it, bidding it and amplifying it across copy traders and degens. We already saw a glimpse of this dynamic with $ZCAT on SOL. Meanwhile STONKEX itself is becoming the alpha: • Serious organic volume • Multiple organic CEX listings ;not paid • Spot + perps • Major market makers already showing interest • No VC / no shady private sale • Born in the trenches and aped by major names, including jessepollak on Base App Now understand the flywheel: More B20s → more launches → more traders → more volume → more fees → more $STONKEX buybacks & burns → tighter supply → more attention → better launches. And Base has barely opened the B20 floodgates. But there’s another reason I’m betting heavily on STONKEX. While competitors rush multichain chasing short-term fees, @Stonks_Exchange is choosing the opposite strategy: QUALITY > QUANTITY Stay Base-native. Build around Base liquidity. Own the B20 vertical on Base. If Base wants to win the onchain-stock war, having a flagship Base-native venue makes far more strategic sense than another generic multichain pad. Pick a lane. Dominate it. And now things get interesting. V2 is coming this week. I won’t spoil the announcement, but ask yourself: What happens when a trenches-native launchpad plugs into one of the deepest liquidity layers on Base? 👀 And WHO would you want beside you if the objective was to make STONKEX the home of B20 trading on Base? Maybe there’s a reason some of the biggest wallets are sitting comfortably on their coins. $PONS already demonstrated how large the launchpad + tokenized-stock narrative can become. Now imagine that reflexive loop on Base: KOL distribution + deep-pocketed holders + CEX liquidity + MMs + native Base liquidity infrastructure + an expanding B20 universe. One last detail people overlook: STONKEX actually supports builders AFTER launch. Generate $500K in volume and the platform reimburses the $300 @dexscreener token-update cost. Small detail? No. That’s how ecosystems are built: reward activity, improve visibility and give serious teams a reason to keep building on your platform.
I keep DCAing $STONKEX. Why? Because if the V2 partnership that will come this week , it could completely change the game. Now ask yourself a few questions: Why are the top holders barely touching their coins? What do they know? Why is $STONKEX so focused on Base and Coinbase tokenized stocks instead of trying to be everywhere or rush into releasing B20 not native stonks? And if Coinbase/Base eventually decides to push and support a B20-native launchpad ecosystem… which project do you think is positioning itself for that opportunity?
V2 announcement next week with the biggest trading and liquidity market place on base is gonna change completely the game Cheap not for long ! Accumulating