Thread
- Posted
- 2026-09-18 18:37 UTC
- First seen
- 5h ago via the feed
- Chain
- Base
- Position when posted
- $56.7K
- Likes
- 5
Other theses on this trade
SEC approves temporary, conditional exemption to allow limited trading of tokenized stocks onchain Coin base about to go all jn
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
U can have launchpad wars But there’s nothing that can beat STFY Insane mind and market share of the b20 stocks on base First mover and unique mover affiliated to STONKEX this project is a gem Ath of 4 million trading at 1.8 m now with only 10 b20 stocks issued
Base season starting NOW? 🔵 JESSE JUST POSTED “ ITS TIME” The liquidity is here Tvl 10 x on chain bigger than Robin The infrastructure is here. Tokenized stocks are coming . The trenches are starving. We’ve waited long enough. It’s time . Start BASE Szn! Realease the B20 stonks
Think about it Thesis is simple There’s nothing like STFY on base First mover on b20s Only 10 stocks available Jesse posted and bought Base x acc teasing ONE WORD PVE
A promise is a promise. 🔵 As a community, we bought and sent some $STFY to @jessepollak here on FOMO when it was sitting at around a 40K market cap. People were joking: “We got you a dinner, Jesse. Enjoy your meal 🍟” Well… that dinner quickly turned into a nice Harley-Davidson. 🏍️ And now it’s starting to look like it wants to turn into a Porsche 911. 😂 The trenches always keep their promises. And the crazy part? We’re still early. Over 125K worth of B20 stocks already distributed to $STFY holders ; with only 10 stocks currently available on @base. Imagine when hundreds more come onchain and people will start to look into it Raise your targets, 100 Xs is nothing we are early 🔵 Start to pick your color for the Porsche Jesse !!! God speed
No kols shilling it yet The index of base will send over 10 milli in the next leg What auerelius knows ?
index tagged 80 m Jesse bought and working in the telegram team chat coin base is 8 x bigger the Robin Hood on chain also x account of Jesse got hacked don’t buy things he posts now on X
People aren’t bullish enough ; they still don’t understand how early we are on B20s. JESSE POLLAK co founder of coinbase isn’t supporting the trenches from a conference stage. He’s literally IN the trenches with us. 😂 He joined the $STFY / $STONKEX TG chat, giving feedback, talking with builders and degens, and even reposted a @Stonks_Exchange video on X. This is how you build an onchain ecosystem. @base clearly understands that tokenized stocks / RWAs could be one of the defining metas of this bull run. Instead of forcing it from the top down, they’re getting their hands dirty with the people actually building and trading it. Builders 🤝 Degens 🤝 Base Onchain volume drives attention. Attention attracts more builders. More builders create competition. And competition forces every team to innovate and raise the bar. That’s how an entire ecosystem compounds. Never been more bullish on what we’re cooking here. The trenches have officially been Pollak’d. 🔵
Jesse Pollak co founder of coinbase retweeted Stonkex video + Aerodrome tweeted "stonks on base". 1 + 1 = 2 and he bought more STONKEX and also STFY + also he joined tg channel of STFY and STONKEX
basecat heating up , base season should start anytime soon ; this is the index of base on steroids beside all the tek and the distribution of stocks ( many more will be added as soon as base adds liquidity ) stfy gets also paet of fees from all the memes launched on $stonkex the launchpad ( they made a partnership) + base yesterday hinted in a post the logo of stfy I’m not joking wen I say that this can go to 60 M + , index tagged that market cap already !
Will be obvious in handsight as I said for STONKEX( the launchpad ) same thing here this is your chance to buy index ( 60 m ath ) again at 400 k with actually better team and tek ( one tweet from base about B20 and we spawn a good candle ) position accordingly
Are you telling me that an official base acount mentioned $STFY and the coin is sub 500 k and the protocol distributed more than 20% of tokenized stocks in all the chain?!! Fading this dip!?? Couldn’t be me ! Only up from here !
$STFY logo in base official tweet https://x.com/baseapac/status/2094750068238848250
Bottom. next Monday, Coinbase will go all-in on B20 coins (tokenized stocks), with many more stocks being added. $STFY is the tokenized stocks hub on Base. They’ve already distributed the equivalent of 20%+ of the current market cap to holders through this mechanism ! millions in volume processed. I personally made $2K just by holding. That’s exactly why I’m not trimming my bag.
thesis is simple index on Robin Hood tagged 60 m we have a better tek here + coinbase is 8 x bigger on chain compare to hood + from Monday coin base is about to go all in on B20 coins ! STFY is the b20 ( tokenized stocks ) hub on base ! adding more even if I’m top holder + I printed already 2.2 k usd in stonks so far !
I literally made 2 k usd just by holding a big position in 4 days ! investment gonna pay it back for itself ! free money
fiery dev twapping into this and you are not bullish??? legend has 100 Million usd in asset under management only on base !!! https://x.com/dev_enjoys check the link in his x bio and his twap on Gm Gn