Caff
Caff|Aug 27, 2026 08:29
STONKEX on Base is imo one of the more interesting setups around the new RWA / tokenized stocks meta Coinbase is bringing stocks onchain STONKEX is positioning itself around the speculation + cultural layer that forms around them We’ve already seen how powerful the stonk narrative can become when it catches momentum STONK on Solana is probably the clearest comparison, while PONS is another example of the market starting to price in the tokenized stocks / onchain equities narrative But imo Base is where this gets especially interesting Coinbase is actively pushing stocks, RWAs and global financial assets onchain, with Base sitting directly underneath that ecosystem You’ve already got tokenized assets like COIN, NVDA, TSLA, AAPL and GOOGL beginning to move onchain, and this is still extremely early The bigger thesis with STONKEX is that as Coinbase expands the infrastructure + liquidity around tokenized stocks, an entire speculative economy is likely to form around it Memes, communities, trading and new tokens built around the biggest stocks in the world STONK showed what this narrative can look like on Solana PONS is another bet on the same broader meta on Robinhood But STONKEX has the advantage of being positioned directly on Base, inside the ecosystem closest to Coinbase’s tokenized stock push Base and @brian_armstrong are building the rails for stocks, RWAs and global finance to move onchain STONKEX is basically a bet on the culture + speculation that comes with it If Base becomes one of the main homes for tokenized equities and STONKEX can establish itself as one of the core tokens around that narrative, I think the upside from here could be huge(Caff)
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