According to @ThinkingUSD, owning Solana SOL feels difficult as the memecoin thesis is being invalidated in real time, with tokens offering no ownership while founders gain immediate liquidity that reduces build incentives. Source: X post by @ThinkingUSD on Nov 11, 2025 https://twitter.com/ThinkingUSD/status/1988341339457761342 For traders, the post signals bearish sentiment toward SOL and Solana memecoins and elevates narrative risk for tokens lacking rights or cash-flow linkage. Source: X post by @ThinkingUSD on Nov 11, 2025 https://twitter.com/ThinkingUSD/status/1988341339457761342 The author also questions the need for onchain stocks when retail equity trading is already zero-commission, suggesting headwinds for tokenized equities narratives in crypto markets. Source: X post by @ThinkingUSD on Nov 11, 2025 https://twitter.com/ThinkingUSD/status/1988341339457761342

According to @kwok_phil, a weekend flash crash led to massive crypto liquidations as traditional equity markets were closed, creating a collateral access gap that accelerates forced selling in 24/7 crypto venues (Source: @kwok_phil on X, Oct 11, 2025). He states the event saw about $19 billion in liquidations and argues that if stocks were onchain, traders could instantly post equity as collateral to avoid real-time liquidations during off-hours (Source: @kwok_phil on X, Oct 11, 2025). Trading takeaway: manage weekend leverage and maintain onchain liquidity buffers until broader RWA collateral and onchain stocks enable seamless cross-collateralization across asset classes (Source: @kwok_phil on X, Oct 11, 2025).