The Rokslide Stock Traders Thread

The US will have to do something to address power grid needs, especially if we’re talking about ramping up manufacturing. As it stands, we simply cannot power a slew of new modern facilities and the transformers are all manufactured in China and now subject to tariffs.

Look at the Grok AI super computer “colossus” center in Memphis. They have 30 something gas turbines running 24/7, polluting the shit out of the area, to supplementally power the facility (can’t get what they require out of the electrical grid) and the future will only require more of that.
 
Stache Attack said:
How can they afford to do so this quarter?
Click to expand...
Volatility. The more volatile the price of the stock is the higher the dividend.

"PLTY, the YieldMax PLTR Option Income Strategy ETF, generates income through a synthetic covered call strategy focused on Palantir Technologies (PLTR) stock. It essentially mimics owning Palantir shares while selling call options on them, generating premiums and interest from short-term Treasury securities. This strategy aims to provide monthly income while also offering limited exposure to Palantir's stock price appreciation"
 
fmyth said:
Volatility. The more volatile the price of the stock is the higher the dividend.

"PLTY, the YieldMax PLTR Option Income Strategy ETF, generates income through a synthetic covered call strategy focused on Palantir Technologies (PLTR) stock. It essentially mimics owning Palantir shares while selling call options on them, generating premiums and interest from short-term Treasury securities. This strategy aims to provide monthly income while also offering limited exposure to Palantir's stock price appreciation"
Click to expand...
Very interesting thank you for that
 
Stache Attack said:
Very interesting thank you for that
Click to expand...
It's a high yield high risk ETF. If Palantir stock were to trend down for an extended period the PLTY shares and dividend would decline significantly. The dividends I receive from PLTY and MSTY are taxed as income which is not ideal for everyone's unique tax situation. Proceed with caution.
 
On that last dip we have a few weeks back I bought into a few...I sure wish I bouught more! OKLO has been on fire since I added 1 share at 18.30. GEV 1 share at 324.00, QBTS 1 share at 7.48, UPWK 1 share at 9.00.

These are on my watch list. While I think all are good long term companies I do think most of them will wash back down to my initial entry prices and once they do I will load up. Not the best approach but this is how I watch a stock and get to understand its buy and sell points (for myself).
 
Clarktar said:
On that last dip we have a few weeks back I bought into a few...I sure wish I bouught more! OKLO has been on fire since I added 1 share at 18.30. GEV 1 share at 324.00, QBTS 1 share at 7.48, UPWK 1 share at 9.00.

These are on my watch list. While I think all are good long term companies I do think most of them will wash back down to my initial entry prices and once they do I will load up. Not the best approach but this is how I watch a stock and get to understand its buy and sell points (for myself).
Click to expand...
I traded OKLO a while back, made 10 or 15% in a couple weeks and sold it. Saw it at $18 last month and almost bought it again, but wanted it a shade lower.
I kept it on my watchlist…now I wish I hadn’t.
 
Not sure if this was posted, my alerts aren’t working


Kraken is creating tokenized stocks on their exchange using the solana network. Basically this allows anyone to buy and trade tokenized US stocks, which were only available in the US.

Robinhood is in the process of tokenizing stocks as well. I would expect the other top exchanges to do this as well (coinbase and Binance).

This will bring more funds into the market pumping prices. BlackRock has been talking about the tokenization of everything for a while now.

And it’s all being done on crypto because of the speed at which it can happen.


Sent from my iPhone using Tapatalk
 
I admit I don't know the details of this whole "tokenization of assets" thing but what I've read about it in the past it all seems like a huge scam.
I remember years ago there were some crypto projects that were selling "shares" of real estate, watches, etc.
How can you represent that you are "tokenizing" something you have zero ownership of in any capacity?
If I tried to sell you "shares" of Trump Tower or the Mona Lisa or Apple stock, would you buy them from me?
How is this any different that buying a cartoon monkey for $100k?
I'm genuinely curious how this would work or be justified.
 
Crowmangler said:
I admit I don't know the details of this whole "tokenization of assets" thing but what I've read about it in the past it all seems like a huge scam.
I remember years ago there were some crypto projects that were selling "shares" of real estate, watches, etc.
How can you represent that you are "tokenizing" something you have zero ownership of in any capacity?
If I tried to sell you "shares" of Trump Tower or the Mona Lisa or Apple stock, would you buy them from me?
How is this any different that buying a cartoon monkey for $100k?
I'm genuinely curious how this would work or be justified.
Click to expand...
Blackrock, JP Morgan and Van Eck are not selling cartoon monkeys. I've copied and pasted a clear explanation of "asset tokenization" and a some info on the major players involved.

Tokenization of assets is the process of converting real-world or digital assets into digital tokens on a blockchain. These tokens represent ownership or a share of the underlying asset, enabling it to be traded, divided, or managed digitally. Here’s a clear breakdown:
  • What It Is: An asset (e.g., real estate, art, stocks, or intellectual property) is represented by a digital token, typically on a blockchain like Ethereum. Each token is a unique, trackable unit that can embody full or fractional ownership of the asset.
  • How It Works:
    1. Asset Selection: Choose an asset to tokenize (e.g., a property worth $1 million).
    2. Token Creation: Create digital tokens using blockchain standards (e.g., ERC-20 or ERC-721 for Ethereum). Each token might represent a fraction of the asset (e.g., 1 token = 0.001% ownership).
    3. Smart Contracts: Deploy smart contracts to govern token rules—ownership, transferability, and rights (e.g., dividends or voting).
    4. Distribution: Tokens are sold or distributed to investors via platforms, often through Initial Coin Offerings (ICOs) or Security Token Offerings (STOs).
    5. Trading: Tokens can be traded on blockchain-based exchanges, providing liquidity.
  • Benefits:
    • Fractional Ownership: Lowers barriers to investment (e.g., buy a $100 token for a share of a $1 million property).
    • Liquidity: Assets like real estate, typically illiquid, can be traded easily.
    • Transparency: Blockchain ensures immutable records of ownership and transactions.
    • Global Access: Investors worldwide can participate, unrestricted by geography.
    • Efficiency: Reduces intermediaries (e.g., brokers), lowering costs and speeding up transactions.
  • Challenges:
    • Regulation: Security tokens often fall under strict financial regulations, varying by jurisdiction.
    • Valuation: Determining the asset’s value and ensuring tokens reflect it accurately can be complex.
    • Security: Smart contracts and platforms must be secure to prevent hacks or fraud.
    • Adoption: Limited understanding or infrastructure for tokenized assets can hinder mainstream use.
  • Examples:
    • Real estate platforms like RealT tokenize properties, letting users buy fractional shares.
    • Art tokenization (e.g., Maecenas) allows investors to own parts of high-value artworks.
    • Financial instruments like bonds or stocks can be tokenized for easier trading.
  • Technical Aspects:
    • Tokens are often created using standards like ERC-20 (fungible, like shares) or ERC-721 (non-fungible, like unique art).
    • Blockchain ensures decentralization, security, and immutability.
    • Smart contracts automate processes like dividend distribution or ownership transfers.
  • Real-World Impact: Tokenization democratizes investment, enhances liquidity, and could disrupt industries like real estate, finance, and art by making high-value assets more accessible.

Several companies and platforms are actively involved in or planning to tokenize assets in 2025, spanning real estate, financial instruments, commodities, and more. Below is a list of notable players based on recent trends and developments, focusing on their contributions to asset tokenization:
  • BlackRock: A leading asset manager with $10 trillion in assets, BlackRock launched the USD Institutional Digital Liquidity Fund (BUIDL) on Ethereum in March 2024, tokenizing U.S. Treasuries. By February 2025, BUIDL reached a market cap of ~$530 million, making it the largest tokenized fund. BlackRock is also exploring a Bitcoin exchange-traded product in Europe.

  • JPMorgan Chase: Through its Onyx division and JPM Coin, JPMorgan is tokenizing assets like trade finance instruments and fixed-income securities. In 2025, it settled its first public transaction of tokenized Treasuries, processing billions in pilot programs to enhance liquidity and reduce settlement times.

  • VanEck: This $120 billion asset manager launched the VanEck Treasury Fund (VBILL) in 2025, tokenizing U.S. Treasury bills on Ethereum, Solana, BNB Chain, and Avalanche, powered by Securitize and Wormhole for cross-chain interoperability.

  • Securitize: A leading platform specializing in security token offerings (STOs), Securitize tokenizes assets like real estate, equity, and funds. Known for regulatory compliance, it supports VanEck’s VBILL and is expanding globally, potentially aiming for a top spot in 2025.

  • RealT: Focused on real estate, RealT tokenizes properties, enabling fractional ownership with investments as low as a few hundred dollars. It’s a pioneer in democratizing access to high-value real estate markets.

  • Tokeny: Offers end-to-end tokenization solutions for real-world assets, simplifying the process with strong systems for creating, managing, and distributing tokens. It’s ideal for businesses entering asset tokenization.

  • Polymath: Specializes in security token offerings, particularly for regulated markets, tokenizing assets like real estate and intellectual property. Its platform simplifies legal and regulatory challenges.

  • TokenFi: Set to launch its RWA Tokenization Module on May 23, 2025, TokenFi allows tokenization of assets like real estate, intellectual property, collectibles, and domain names, aiming for user-friendly solutions.

  • Debut Infotech: A top RWA tokenization company, it develops solutions for industries like real estate, commodities, and finance, leveraging AI and blockchain for secure, scalable tokenization.

  • SoluLab: Provides end-to-end tokenization services, including smart contract development and compliance, for assets like real estate, securities, and digital collectibles.

  • Blockchain App Factory: Known for tokenizing diverse assets, from real estate to fine art, with a focus on innovative, compliant solutions.


  • Kin Capital: Plans to launch a $100 million tokenized real estate debt fund on Chintai’s layer-1 blockchain in 2025, targeting institutional investors with a $50,000 minimum investment.

  • Visa: The largest payments company, Visa announced a tokenization platform in 2024, with BBVA (Spain’s second-largest bank, managing €750 billion) using it to launch a stablecoin in 2025.

  • HSBC: Announced plans for tokenized asset offerings, joining major banks in exploring blockchain-based securities to enhance market efficiency.

  • Tether: Developing a multi-chain, non-custodial tokenization platform to launch in 2025, aiming to broaden access to tokenized assets.

  • Mantra Chain: Partnered with Damac to tokenize $1 billion in real estate assets, focusing on fractional ownership to make high-value properties accessible.

  • OpenEden Labs: Tokenizes U.S. Treasury bills (TBILL tokens) on-chain, tracking prices with accrued interest, offering a model for financial asset tokenization.

  • Paxos Trust Company: Issues PAX Gold (PAXG), a token backed by physical gold stored in LBMA-accredited vaults, enabling fractional ownership of gold.
Trends and Insights:
  • Market Growth: The tokenized asset market is projected to grow from $15.2 billion in 2024 to $16 trillion by 2030, with real estate, bonds, and funds leading adoption.

  • Focus Areas: Real estate and financial instruments (e.g., Treasuries, bonds) dominate, but commodities (gold, carbon credits), art, and intellectual property are also gaining traction.

  • Regulatory Clarity: Evolving regulations in regions like the UAE, Singapore, and Europe are boosting institutional adoption by reducing risks.

  • Interoperability: Platforms like Mantra Chain and solutions like Wormhole are enabling cross-chain token transfers, enhancing accessibility.

 
GME announced the purchase of 4,710 Bitcoin (512M dollars) today. The stock is up 6% this morning. I took a small (10k) position back in late March early April (2 sep purchases) and am up 24%. Most of the GME die hards are disappointed in the "small" initial BTC purchase. GME is still sitting on a billion in cash dedicated to purchasing additional BTC.
 
The US is allowing crypto into 401k accounts.

1% of this capital would be around $80 billion, if rotated into crypto.

www.cnbc.com

Trump administration axes Biden-era barrier for crypto in 401(k) plans

The Labor Department rescinded Biden-era guidance cautioning employers to use "extreme care" before adding crypto and digital assets to 401(k) plans.
www.cnbc.com www.cnbc.com


Sent from my iPhone using Tapatalk
 
If you can find the 40 minute interview of Jamie Dimon at the Regan Econ conference that just aired live on CNBC, it's a must see for anyone wanting to know the macro on world and US issues. That is one smart dude...and he doesn't hold any punches.

Examples; he says there will be a crack in the bond market- its inevitable

The US will lose its world reserve currency status if we continue to be inefficient and to regulation bound.

He thinks we can grow 3% and reduce the deficit if we get our act together

It was probably the best commentary I've seen in years....
 
Beendare said:
If you can find the 40 minute interview of Jamie Dimon at the Regan Econ conference that just aired live on CNBC, it's a must see for anyone wanting to know the macro on world and US issues. That is one smart dude...and he doesn't hold any punches.

Examples; he says there will be a crack in the bond market- its inevitable

The US will lose its world reserve currency status if we continue to be inefficient and to regulation bound.

He thinks we can grow 3% and reduce the deficit if we get our act together

It was probably the best commentary I've seen in years....
Click to expand...
Here is a link to the interview on YouTube.
 
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