Big conviction: @NestUSD's Productive Stablecoins on @solana it's clear that @toly/@solana wants to onboard more volume towards tokenized equities on chain and move forward from its reputation as the memechain/pumpfun Tweets to check out: Onchain Tokenized Stock Stats -$1 billion in weekly tokenized equities volume on Solana -95%+ of global tokenized equity volume -Cumulative on-chain tokenized stock transfers on Solana passed $10 billion -Tokenized SPCX shares, which alone generated massive single-day volume -Solana captures ~94–97% of tokenized equity spot volume across all chains -Single-day records: $213M (June 19), up to $644M daily high (June 21) -Monthly volumes surged ~180% MoM in recent periods -xStock TVL $570m today vs $160m January 2026 Here is how Nest works: Nest = yield bearing stablecoin backed by tokenized stocks. 3 core tools: nUSD = stablecoin backed by tokenized equities (xAAPL, xNVDA etc) + USDC reserves snUSD = staked nUSD earning ~6% APY - stability fees from borrowing, Kamino USDC lending yield, and dividend rebasing from equity collat (In perps, you do not earn the dividend.) 68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D = governance + value accrual (buyback + burns) Perps = price exposure only Nest = price exposure + actual dividend yield Unlike perps, which only deliver synthetic price exposure, 1:1 backed xStocks provide real ownership of equities and pass through actual dividends to holders Why This Matters Now? HL success in onchain perps trading of real tradfi synthetics (oil,spcx,gold, cbrs etc) proves strong institutional demand for 24/7, self custodial exposure to traditional assets... directly validating and accelerating Nest's thesis that tokenized equities will become core collateral for productive, yield-bearing on-chain dollars. That demand doesn't stop at perps, as more capital moves onchain to trade and hold tokenized equities, there will be natural demand for: -Stable dollar instrument backed by those assets -Yield that comes from real company cash flow (aka dividends) -Collateral that can be used productively without giving up exposure Nest fulfills all 3 demand drivers. Github: Dev Github: X: @Duckswrldd Dex: Team is behind Kwak Labs https://t…
Evidence timeline
X and Telegram posts, app-native calls and on-chain activity linked to this asset.
Big conviction: @NestUSD's Productive Stablecoins on @solana it's clear that @toly/@solana wants to onboard more volume towards tokenized equities on chain and move forward from its reputation as the memechain/pumpfun Tweets to check out: https://t.co/
@0xSunNFT @blknoiz06 i wrote a lengthy article on 68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D a few days ago still relatively early if you can see the long term vision
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Big conviction: @NestUSD's Productive Stablecoins on @solana it's clear that @toly/@solana wants to onboard more volume towards tokenized equities on chain and move forward from its reputation as the memechain/pumpfun Tweets to check out: Onchain Tokenized Stock Stats -$1 billion in weekly tokenized equities volume on Solana -95%+ of global tokenized equity volume -Cumulative on-chain tokenized stock transfers on Solana passed $10 billion -Tokenized SPCX shares, which alone generated massive single-day volume -Solana captures ~94–97% of tokenized equity spot volume across all chains -Single-day records: $213M (June 19), up to $644M daily high (June 21) -Monthly volumes surged ~180% MoM in recent periods -xStock TVL $570m today vs $160m January 2026 Here is how Nest works: Nest = yield bearing stablecoin backed by tokenized stocks. 3 core tools: nUSD = stablecoin backed by tokenized equities (xAAPL, xNVDA etc) + USDC reserves snUSD = staked nUSD earning ~6% APY - stability fees from borrowing, Kamino USDC lending yield, and dividend rebasing from equity collat (In perps, you do not earn the dividend.) 68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D = governance + value accrual (buyback + burns) Perps = price exposure only Nest = price exposure + actual dividend yield Unlike perps, which only deliver synthetic price exposure, 1:1 backed xStocks provide real ownership of equities and pass through actual dividends to holders Why This Matters Now? HL success in onchain perps trading of real tradfi synthetics (oil,spcx,gold, cbrs etc) proves strong institutional demand for 24/7, self custodial exposure to traditional assets... directly validating and accelerating Nest's thesis that tokenized equities will become core collateral for productive, yield-bearing on-chain dollars. That demand doesn't stop at perps, as more capital moves onchain to trade and hold tokenized equities, there will be natural demand for: -Stable dollar instrument backed by those assets -Yield that comes from real company cash flow (aka dividends) -Collateral that can be used productively without giving up exposure Nest fulfills all 3 demand drivers. Github: Dev Github: X: @Duckswrldd Dex: Team is behind Kwak Labs https://t…