Tokenized Stocks on Solana Explained (And How to Use Them)

Описание: Wall Street closes at 4pm and stays closed all weekend. Tokenized stocks on Solana keep trading, so when news breaks overnight you do not have to wait for the opening bell.

Solana processed roughly $4.8 billion of tokenized equity volume in Q2,
around 4x the previous quarter, and captured about 97% of tokenized equity volume across chains. For perspective on how early this is: a record quarter is still less than 10 minutes of US stock market trading.

In this Play I break down what changes once a stock is an SPL token. You can trade it when news breaks, go long or short with perps, use it as
collateral on Jupiter Lend or Kamino, or provide liquidity and collect
fees. The stock stops sitting in an account and becomes capital you can use.

I also cover why distribution is the real problem. Putting a stock on-chain is one thing, making sure people can find it and trade it is another. That is where Sunrise comes in, and Backpack's SPCX launch is the case study.

FOUR WAYS TO POSITION
1. Trade the stock itself
2. Earn through lending or liquidity
3. Own exposure to the apps capturing the activity
4. Hold SOL for exposure to the network attracting it

My view is that the deeper opportunity sits beneath the individual stocks, imo. One company can win or lose, but the markets supporting them benefit whenever any supported stock trades, borrows or moves.

TIMESTAMPS
0:00 Wall Street closes, Solana does not
0:42 The Q2 numbers
1:15 Still minute one
1:29 What you can do with an on-chain stock
2:01 Why this matters for Solana
2:40 The distribution problem
3:15 Case study: Backpack's SPCX
4:18 Four ways to position