Joined March 2009
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This is a great question about $HYPE vs $STEX and incidentally I've been researching it myself recently. This is what Gemini has to say:
Replying to @henrymcphie_
Quick question....How is HYPE a threat to the $STEX business model?
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Idiotic. They can #TokenizedGold earn yield and gain from price appreciation of that and all commodities.
🇺🇸 SENATOR LUMMIS IS PUSHING THE U.S. TO SELL GOLD AND ACQUIRE 5% OF ALL #BITCOIN TO COVER ITS $39,000,000,000,000 DEBT AMERICA IS STARTING TO THINK IN SATS 🚀
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Or they can just use @Streamex which $CRCL stands to benefit
Jamie Dimon went on Fox and called Brian Armstrong "full of sh!t" over stablecoins. 😳 Jamie is the GOAT. Love him or loathe him, you absolutely know where he stands. What stood out to me in the clip was to hear the CEO of America's biggest bank promise to fight, and admit he might lose. Dimon said banks "will not accept" the CLARITY Act as written, and warned that done badly it becomes "a huge problem." Then he granted it could pass anyway. When the man running the biggest bank vows to fight to the end and might still lose, the moat is already cracked. So what is the fight really about? One question with a trillion dollars behind it: who needs a banking licence to pay interest on a digital dollar. The argument (if you've not been following along with popcorn): - GENIUS prohibited issuers like Circle from paying you yield like deposits. - It says nothing about the exchange, so Coinbase and Kraken route 4 to 5% "rewards" to anyone holding USDC. Circle pays the exchange, the exchange pays you. - CLARITY could decide whether that survives down the chain. It just cleared Senate Banking 15-9. The compromise kept activity-based rewards alive (cashback for actually using the coin) and prohibited passive, deposit-like yield. So the hold-it-and-earn model Coinbase runs today is the piece sitting in the crosshairs. Banks want it dead, because deposits are the cheapest funding a bank can get and anything that *could* impact that is bad. JPMorgan sits on roughly $2.4T of them, most paying close to nothing. A dollar earning 4% in your wallet reprices that entire base. Then there's the part Dimon left out of the Fox segment. JPMorgan already shipped JPMD, a yield-bearing dollar token, live on Base. Coinbase's chain. There's very clearly an underlying assumption that tokenized money is the future, and JPMorgan (understandably) wants to win that. The problem is, deposit tokens, even yield-bearing ones, very rarely leave the bank's perimeter. Stablecoins do. Deposits are money that stays still. Stablecoins are money that moves between institutions, even on weekends and bank holidays. I expect deposit tokens and reward stablecoins to coexist in five years, until "where do your dollars sit" is a choice between the credit risk of the issuer (JPMorgan vs Circle) and the yield. Your answer may vary based on your risk appetite. Institutions have a lot more to gain from stablecoins than they've probably realized, once you apply the lens of money that moves vs money at rest. Dimon will fight it. He told you he might lose. And as the chessboard changes, expect the big names to adapt and make the most of it anyway.
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x.com/KobeissiLetter/status/… If @streamex is able to operating under the "Innovation Exemption" $STEX and #GLDY would both be huge beneficiaries. Wow. This might be getting real! @Frank_Giustra $CEPT $SECZ

Onchain liquidity for institutional-grade assets. Soon. #GLDY $STEX
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Great read. There's actually 2 analysts covering this - Siebert has a great report and double digit target
$STEX — tokenized gold with monthly yield. $55M raised, debt-free, serious board hires. Chart at $0.54 up 28% today. May 18 earnings. Needham $9 PT. 2026 is prove-it year for GLDY. 🐂 Revenue materializes in 2026 = multi-bagger from $0.54 🐻 GLDY adoption stalls = this grinds to zero ⚠️ Only 1 analyst covering — high speculative risk with no institutional coverage safety net 🟢 Gold at ATH tokenized yield = right narrative at the right time 🚩 Former biotech company rebranded into crypto — execution track record is fresh and unproven #STEX #Streamex #Tokenization #RWA #GoldYield #hovdid
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$STEX Investors are now being paid in gold to hold gold, something that has never been available in this form before #GLDY This #TOKENIZEDGOLD model is a major disruptor. ETF's/Pension Funds/IRA's can get paid in $GOLD for owning #GOLD. No need to invest in $GLD for exposure
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Agreed. @Frank_Giustra loves to rip on the establishment without taking an honest look at himself. Where's the #GLDY interest you publicly posted? I'm sure there's more to the story so let's hear it.
Shame that @Frank_Giustra didn't make a direct mention to $STEX in such a brilliant article frankgiustra.com/posts/what-…
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#GLDY as well $STEX
JUST IN: If tokenized gold like $GGBR, $XAUT, & $PAXG were an ETF, it would now rank as the 4th-largest gold ETF in the world
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Simple process to generate alpha on #TokenizedGold as $CRCL demonstrating, #Stablecoins are the future.
With the launch of #GLDY by $STEX, gold is now a productive asset. Jewelers & Manufacturers: Need access to gold but not the volatility, they prefer a fixed lease fee to use the gold. #GLDY Holders: No storage fees, lease fee is paid to you as a 3.5% yield. How to buy:
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#TokenizedGold #GLDY is getting ready to rock. Makes sense $STEX should be attracting #Stablecoin investors. $CRCL $GLD $SLV $CEPT players should be paying close attention.
Are you new to Streamex and still figuring out what $GLDY does? It's simple: You own gold. We put it to work. We give you yields denominated in gold. Hear it straight from @MarioNawfal and @Frank_Giustra ⬇️
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$STEX gets discussed around the 30 minute mark.
🚨🇺🇸🇮🇷 THE WAR NO ONE IS TALKING ABOUT ISN'T BEING FOUGHT WITH MISSILES... IT'S BEING FOUGHT WITH GOLD In a conversation powered by @Streamex, Frank Giustra, one of the most respected voices in gold and mining, breaks down what's really happening beneath the surface of every war the U.S. is fighting. He says every country that tried to trade oil outside the dollar got destroyed. Libya. Iraq. Venezuela. Iran is just the latest. But while the U.S. bleeds resources enforcing dollar hegemony with its military, China is quietly building an alternative financial system backed by physical gold. China may hold up to ten times more gold than officially reported. U.S. debt just crossed the threshold where interest payments exceed the defense budget. Giustra says every great power in the last 500 years that hit that point was already in decline. As gold reclaims its role at the center of the global monetary system, @Streamex is building on that trend by tokenizing gold, allowing fractional ownership and even yield on a traditionally non-yielding asset. Giustra, who advises the company, says this is what the bridge between the old financial system and whatever comes next actually looks like. China is doing what America did 150 years ago: stay out of everyone else's wars and build. The 50-year fiat experiment is in its final chapter. The country that's been stacking gold the longest will write whatever comes next. Full conversation with @Frank_Giustra below. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any decisions 01:00 Iran has responded in an asymmetric manner to cause economic havoc… and they’re doing a good job of it. 02:30 Iran is equipped well enough to sustain these attacks with cheaper weapons than the U.S. is using. 05:40 The U.S. dollar’s reserve status is as important as, or more important than, the U.S. military. 06:20 Any country that tries to move away from the U.S. dollar… nasty things happen to those countries. 08:40 The U.S. has been slowly bankrupting itself… all these senseless wars have drained the Treasury. 11:50 Gold has no counterparty risk. 13:10 Gold, Reserves, Power, and the Next Currency Shift. 15:00 All Fiat currencies eventually go to Zero. 17:50 The U.S. has not audited Fort Knox since 1955… you have to ask yourself why. 23:40 Gold is going to play a monetary role again… it’s no longer a fringe theory. 31:10 “Tokenization allows you to own gold without the traditional barriers.” 32:40 Streamex is starting with gold, then moving into silver and other commodities. 33:10 “Streamex is turning gold into a yield-bearing asset.” 33:30 “You can own gold through the token… and earn a yield on it while holding it.” 36:50 The money you put in the bank is not your money… you’ve loaned it to the bank.
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Great info on $STEX demonstrating first mover advantage for #GoldTokenization - monetizing Gold. This info would perfect for @Streamex blogs on your homepage. $CRCL shareholders should take notice.
Stablecoin yield debate has reached a turning point in the CLARITY Act. It’s bullish for $GLDY. The latest news on the CLARITY Act points toward potential restrictions on “passive yield” for stablecoins. Under the proposed framework: - Any rewards or interest tied solely to holding a stablecoin balance would be disallowed. - Activity-based rewards remain permitted. Lawmakers are drawing a clear distinction between stablecoins and traditional bank deposits, aiming to prevent crypto-issued dollar instruments from functioning as interest-bearing savings products. Markets reacted negatively to this, given how central yield programs are to stablecoin adoption and revenue models for companies like Circle and Coinbase. The proposal reflects a broader compromise, advancing regulatory clarity for digital assets while placing limits on one of the sector’s key growth mechanisms. While this is not positive for issuers of US dollar stablecoins like USDC and USDT and the platforms providing yield on passive holdings, it is actually quite bullish for Streamex and $GLDY. The key point of the act continues to center on competition with the banking system, particularly around platforms offering yield on assets like USDC and USDT in a way that resembles deposit-like products. The draft still permits “activity-based rewards,” which is an important distinction. If a user participates in an underlying activity or product, they can still get the yield. $GLDY, as an asset, is a security, and the yield inherent to the asset is not based on passive holding; it is a real-world activity that takes place through gold leasing. With that, Streamex and GLDY fall into a very positive bucket under the CLARITY Act and can actually benefit from it, as they are already fully compliant assets. It's still early days, as this is draft language and nothing has been signed into law yet. But regardless of how the final text lands, Streamex and GLDY will be positioned very well as a fully compliant yield-bearing asset under the regulations. Regulatory clarity is a tailwind for assets built the right way. $STEX 🤝
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$STEX $GLDY $CRCL #TokenizedGold Let's see these Stablecoins numbers increase
Update addressing @streamex inaccuracies/concerns Golden Opp? investorchatter.com/is-strea… Institutions recently bought $60 mill $STEX 60%-100% higher than where u can buy now $COIN @Frank_Giustra $CRCL $BMNR $JPM $HOOD $WPM $NEM $SOL $XRP Must Read Facts/Thesis to consider here:
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They should invest in $GLDY
In a recent interview with S&P Global Commodity Insights, Frank Giustra spoke about the opportunity for Canadian pension funds to play a larger role in supporting domestic mining and capital markets. Read more on S&P Global. @Frank_Giustra
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Great update for $STEX - looks to follow the #TokenizedGold rising demand, and #RWA #StableCoin market that $CRCL $CEPT $OPRA are showing exists. #GoldBugs pay attention
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Interesting observation on $STEX - notice how the options market just opened up with cheap contracts - could be an easy way to accumulate for very cheap, possibility of #GAMMAsqueeze as well enough cheapies get bought. This has so many catalysts in the short and near term.
Replying to @Russ_N_Starr
Please, do not disturb those great hedge funds. Let them focus on filling me at $1.50. They already did at $2.00 but I just want all $STEX shares I can get at these levels This is a once in a lifetime opportunity!!!
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own $GLDY as well. This is solid use of #blockchain and $SOL Company will never have to raise $$ ever and can purchase #commodities with OPM. What do you think the price of STEX will be after $1B in GOLD and $1B in $SIL $SILVER is sold and generating royalties.
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Great article highlighting the meat and potatoes on $STEX. Just a matter of time before it pulls a $CRCL
Is Streamex a Golden Opportunity After the Recent Selloff Into GLDY & SLVY Launches? Investors can buy @streamex well below where institutions/insiders bought $60 million $STEX incl @Frank_Giustra . $COIN $CRCL $BMNR $JPM $HOOD $WPM $NEM Facts/thesis here: investorchatter.com/is-strea…
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