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Feb 13, 2026
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WATCH
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Amir highlights two specific "Mafia" apps: "Bricks" (tokenizing the Turkish Lira carry trade/EM yields) and "Hello Trade" (tokenized stocks and commodities). He emphasizes these are "net new assets" and "10x experiences" requiring real-time speed. The delay in TGE means the alpha is currently in monitoring the ecosystem. These apps represent the "stress test" for the thesis that low latency unlocks new asset classes (RWAs) rather than just faster swaps. If these apps hit the KPIs (e.g., $50k daily fees), it validates the entire chain's valuation before the token even launches. Watch the "Mega Mafia" ecosystem launch. Success here signals a buy for the eventual MegaETH token. Regulatory hurdles for tokenized stocks; failure of the apps to attract liquidity. |
Unchained (Chopping Block)
Why MegaETH Is Delaying Its Token Launch Afte...
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