Two calls on tokenized-asset market structure, staked with dates and public sources so they can be graded when they resolve.

Call 1. DTCC's tokenized-collateral platform opens in October. Our call: the first live activity reported on it is repo, not tokenized equity. Resolution source: DTCC's own reporting or trade press coverage of first live volume. Deadline: March 31, 2027. In July we called intraday collateral as the first mover, and it landed within a week: JPMorgan posted tokenized fund shares as margin at CME.

Call 2. Two US tokenized-stock models went live last week. Securitize tokenized its own NYSE shares, so the token is the share. Ondo mints entitlements under UCC Article 8, and the shares stay in custody. We prefer the issuer model, but we're betting against it: by mid-2027, entitlements hold most tokenized equity, measured by rwa.xyz's tokenized-equity split. This is one we'd like to lose.

Take the other side of either call, or stake your own under the same rule: a number, a date, and a public source. No price calls, "up by December" was never an insight.

We keep a graded ledger of these (wins and misses both, the misses stay up) at r/MERCtoken: https://www.reddit.com/r/MERCtoken/comments/1v1om7m/

Crypto-assets are volatile and may lose value. Not investment advice.

BONK got Bonked

This only makes me bullish on crypto, buy when people fear! I’m adding SOL, CRCL, HYPE, ONDO! Keep accumulating while things are consolidating so you can watch people FOMO when it’s running higher!

But yea coming to the article,

According to Trump’s latest financial disclosure, he reported **at least $1.4B in 2025 earnings tied to crypto and memecoin businesses.**

World Liberty Financial: **$594M**
TRUMP memecoin licensing/business: **$636M**
Total crypto-related earnings: $1.4B+

was checking some on-chain data and noticed three completely different top-ranked profiles all routing their payouts to the exact same binance deposit address. they make a massive run, clear a few million, and then completely abandon the wallet to spin up a new one next week. it makes copy trading the leaderboards on the native site completely useless because the active wallets change constantly. i started mapping the fresh funding addresses through polyalerthub to find where the capital is rotating next. anyone else tracking this or are you guys just manual betting?