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bStocks Never Sleep. Neither Do Memes. One of the most interesting shifts I’ve been watching on BNB Chain lately is how RWA and Meme are starting to move closer together. And I don’t think this is just a story about one particular meme. I think it’s a story about the kind of culture BNB Chain could build around real-world assets. 1/ Real-world equities are rapidly moving onchain. Through bStocks: NVIDIA → NVDAB Tesla → TSLAB SpaceX → SPCXB Companies that already exist in the real world can now be represented as onchain assets on BNB Chain. When people used to talk about RWAs, the conversation was often centered around things like real estate or government bonds. Now, some of the world’s most recognizable companies are becoming part of the onchain economy. I think that shift matters. 2/ But this raises an interesting question: If real-world assets move onchain, what happens to the culture around those assets? Tesla has Elon Musk and Optimus. SpaceX has Mars. NVIDIA has Jensen Huang and his black leather jacket. A company is more than just a ticker. Every major company has its own: people, products, mascots, history, symbols, and culture. 3/ That’s why I look at RWA + Meme a little differently. RWA brings assets onchain. Memes bring culture onchain. If bStocks brings real-world companies and financial assets onto BNB Chain, memes can bring the culture, symbols, and collective identity surrounding those companies onchain as well. And when both begin to exist on the same chain, I think that could create a very interesting culture unique to BNB Chain. 4/ Take NVIDIA as an example. Through bStocks, we already have: NVDA → NVDAB And in the real world, the person most closely associated with NVIDIA is Jensen Huang. So what is the one object most associated with Jensen? For me, the answer is obvious: the black leather jacket. 5/ And this isn’t a narrative that was manufactured just to create a meme. Jensen has been wearing black leather jackets at major presentations and public appearances for nearly two decades. It started as something his family helped choose. But over time, repetition created an identity: Jacket → Jensen Huang → NVIDIA → AI The meme came after the history. Not the other way around. 6/ And now, that symbol even has a real-world price. A Tom Ford leather jacket personally worn and signed by Jensen Huang went to auction. Estimated value: $40,000–$60,000 Final sale price: $960,000. Nearly $1 million. People weren’t paying $960K simply for leather. They were paying for the: history, identity, and provenance attached to it. To me, that’s a fascinating example of how a cultural symbol can acquire real-world value. 7/ And this is where things get interesting on BNB Chain. Take NVIDIA: Financial layer NVDA ↓ NVDAB ↓ bStocks Cultural layer Jensen Huang ↓ Black Leather Jacket ↓ JACKET ↓ Meme One represents the company’s financial value. The other represents the cultural value surrounding it. Different markets. Different forms of value. But both originate from the same real-world company. 8/ This is also why I find BNB Chain-native meme infrastructure like FLAP interesting. If bStocks creates a new playground for real-world financial assets, meme infrastructure can become a playground for the culture surrounding those assets. And this idea doesn’t stop with NVIDIA. Tesla. SpaceX. Microsoft. Apple. Alibaba. Every major company already has years — sometimes decades — of culture, characters, products, symbols, and stories surrounding it. As the RWA universe expands, the potential cultural layer around those assets expands with it. 9/ So I don’t really think of this as simply: “putting memes on top of RWAs.” I think it’s closer to the convergence of: Financial Markets + Internet Culture Wall Street has tickers. The internet has memes. And now, on BNB Chain, both can exist inside the same block. 10/ That’s why I continue to find RWA + Meme on BSC so interesting. bStocks can bring new assets onchain. But assets alone don’t create culture. Culture begins when people start interacting with those assets. They trade them. Talk about them. Create stories around them. Turn them into images. And eventually, turn them into memes. That’s when an ecosystem begins to develop its own onchain culture. 11/ And that’s how I see JACKET. Not as the entire thesis, but as one example of what this model could look like. Because JACKET itself isn’t the most important part. What matters is whether this same structure can repeat across hundreds of real-world companies and assets. Real-world companies. Real-world assets. Real-world culture. All meeting on the same chain. bStocks brings the market onchain. Memes bring the culture onchain. Maybe that’s what RWA + Meme was supposed to look like. #BNBChain# @cz_binance @heyibinance

吴说获悉，据币安官方公告，币安全仓杠杆、统一账户及统一账户专业版现已新增 15 种 bStocks 代币化证券作为可抵押资产。此次新增的资产包括 Circle（CRCLB）、Micron（MUB）、NVIDIA（NVDAB）、Sandisk（SNDKB）、特斯拉（TSLAB）、SpaceX（SPCXB）、AMD（AMDB）、iShares MSCI South Korea ETF（EWYB）、Intel（INTCB）、Strategy（MSTRB）、Lumentum（LITEB）、Meta（METAB）、微软（MSFTB）、Palantir（PLTRB）及 Invesco QQQ Trust（QQQB）等。相应的 bStocks 交易对也已同步上线杠杆交易。

我花了两周把币安 bStocks 的机制啃完，结论很简单： 这是币圈和美股之间效率差最大的一次机会 先交代背景 6 月 1 号，币安先开了一枪：面向非美国用户，零佣金交易 7000+ 只美股和 ETF 底层走 Nest Trading（ADGM 持牌经纪商）撮合，Alpaca Securities（纽约，FINRA/SIPC）负责托管清算 6 月 10 号 币安推出了 bStocks，基于 BNB Chain 的 BEP-20 代币化证券 首批上线的五个标的：Circle（CRCLB）、美光（MUB）、英伟达（NVDAB）、Sandisk（SNDKB）、特斯拉（TSLAB） 紧接着 6 月 12 号，SpaceX（SPCXB）跟进上线 citation 每枚 bStocks 代币背后，都由受监管托管机构持有的真实美股 1:1 锚定 发行方 BTech Holdings 是币安集团关联公司，招股说明书已获 ADGM 金融服务监管局批准 citation 理解 bStocks，核心就三点，我把目前市面上传统券商能做的事和它对照，信息差一目了然 第一，7×24 小时链上交易 bStocks 跑在 BNB Chain 上，全天候成交，跟炒币一个节奏，TSLAB、NVDAB 这些热门标的，周末也能随时进出 第二，0 手续费双向转换 币安这个产品线有两层：你在币安买的美股持有真实股票仓位，然后可以 0 手续费一键铸造对应的 bStocks 代币 反过来，bStocks 也可以 0 手续费烧毁、换回传统股票仓位 这个机制意味着你的股票和加密货币之间不再有摩擦墙 第三，股票变成「可编程资产」 bStocks 是链上代币，你可以从币安提走、放到自己的钱包 6 月 20 号，Venus Protocol 已经把 TSLAB、NVDAB、SPCXB 纳入 Core Pool 作为抵押品，TSLAB 和 NVDAB 质押因子 60%，SPCXB 给 50% citation 这说明，你的英伟达头寸未来能借出稳定币，去干别的事 而你券商账户里的 NVDAB 只能躺着等涨跌 说回产品本身，bStocks 上线后的数据值得细品 先看标的池 首批 CRCLB、MUB、NVDAB、SNDKB、TSLAB 五个，涵盖加密基建（Circle）、AI（英伟达）、电动车（特斯拉）、半导体存储（美光、Sandisk），选品逻辑很明显——锚定加密用户已经熟悉的赛道叙事 SPCXB 这种未上市就爆炒的标的后续补进来，说明标的扩展弹性很强 再看费率 全部 bStocks 交易对零 Maker 费，优惠一路开到 8 月底 citation 币安上一次对一个新产品线这么撒补贴，印象里已经是两三年前的事了 我对 bStocks 的长期判断： 这产品解决了一个真实刚需：非美国用户买美股的摩擦成本。 我会持续盯着 bStocks 的标的扩容节奏和 Venus 借款端开放时间 代币化股票的故事讲了很多年，这次币安用真实托管 + 链上可组合性同时落地的打法，跟之前那些纯合成品不一样

FLAP Stocks Vault now Supports bStocks on @BNBCHAIN ; Integrating bStocks with Dual-Asset Choice For greater flexibility and diversified asset exposure, bStocks has been added as a new dividend token to the FLAP Stocks Vault ecosystem. Choose from:  * NVDAB Token  * SPCXB Token  * TSLAB Token Customize your income strategy now with FLAP Stocks Vault 现已支持 @BNBCHAIN 上的 bStocks； 整合 bStocks 的双资产选择：  为提供更高的灵活性和更多元化的资产配置，bStocks 已作为新的分红代币加入 FLAP Stocks Vault 生态系统。 可选代币： * NVDAB 代币 * SPCXB 代币 * TSLAB 代币 立即使用 定制您的收益策略🦋

昨天 SpaceX 打新，结果被 xStocks 弄得挺头疼。 今天顺手研究了下，分享下几个机制的底层异同。 1. Kraken 的 xStocks，做的是列支敦士登合规，证券代币，实际相当于价格敞口，没有实际的投票权。 2. Binance 的 bStocks，类似，做的是阿布扎比 ADGM 合规，因此需要一支一支的审批才能上线，所以现在只有特斯拉、SpaceX、美光这些。 3. Binance 的 7000 支美股，底层接的是 Alpaca 券商，所以券商里有的在 Binance 里就有。 那 bStocks 和 7000 支美股的区别在于？ bStocks 本质上是个 Token，1:1 追踪了股票价格，因此它可以 7*24 交易、可以提在链上交易，甚至放 DeFi 里。 7000 支美股本质是还是券商，该休市休市、也不能到链上，优点就是齐全。 所以你能看到 Binance 现在有两种特斯拉，TSLA 走券商模式，TSLAB 走 Token 模式。带 B 后缀都属于 Token，而且两种模式的资产的还能无损转换。