Head of BD & Partnerships @metaplex; prev Partnerships Lead @0xPolygon
Los Angeles, CA
Joined March 2013
- Tweets2.5K
- Following1.3K
- Followers2.6K
- Likes8.3K
Pinned Tweet
Launching a token or NFT on Solana? DM me
@metaplex offers:
- the most battletested standards & programs (15m tokens, 1b NFTs)
- customizable contracts, whiteglove support
- unmatched resume of marquee launches
Here to help the best builders w/ their biggest moment🦾
Excited to be supporting @fairdotclub's mission to unlock secondaries for private startups on Solana
This is just the beginning for permissioned RWAs powered by MPL-3643
Clay retweeted
Tokenized RWAs: ~$40B today. Morgan Stanley expects $2.3T by 2030.
That's 50x+ growth, and most of those markets come with rules.
MPL-3643 from @metaplex is built for issuer-sponsored tokenization: permissioned by design, with Solana's speed and composability.
Trillions. 🧵👇
Clay retweeted
The opportunity of onchain RWAs is way bigger than just tokenized public stocks.
Private equity, funds, commodities and more are being unlocked to come to Solana
Clay retweeted
“You can think of it effectively as a compliance layer for any type of RWA or tokenized security on Solana.” - @DegenMack
MPL-3643 gives issuers tools to meet compliance requirements and bring new markets onchain, preserving Solana's composability.
Permissioned. Not siloed.
Clay retweeted
RWAs are growing onchain, but big markets need compliance built in.
MPL-3643 from @metaplex lets permissioned assets be issued natively on Solana, not wrapped. Transfer restrictions and lockups live in the asset itself.
Now in limited-access alpha 👇
Clay retweeted
Been testing out the early version of Vantage
It's hands down the best platform for building Solana-backed intelligence dashboards
If you want early access shoot me a DM!
Clay retweeted
Morgan Stanley sees tokenized RWAs passing $2T by 2030.
Many of these markets need compliance infra for issuer-sponsored tokenization.
MPL-3643 pairs permissioned design with Solana's speed and composability, positioning Solana to capture the next wave of markets.
Trillions.
Clay retweeted
most rwas are wrapped.
you hold a token, someone else holds the asset.
mpl-3643 flips that: real assets, native on solana, rules built in.
meteora is an official integration partner.
anyone can create pools for mpl-3643 assets on meteora.
what will you build with @metaplex?
Clay retweeted
$MPLX is one of the most under-owned assets in crypto
Should be top 4 across both metrics
Annual Earnings (revenue): $2.2M using Trailing 30D Annualized
Annual Buybacks: 50% of the above = $1.1M
Circulating Market Cap: $28M
Tokenholder Yield: 3.9%
Earnings Yield: 7.7%
Top 10 Tokenholder Yield: $HYPE, $LIT, $CAKE, $AERO, $UNI, $RAY, $PENDLE, $AAVE, $JUP, $CRV
Top 10 Adjusted Earnings Yield: $CAKE, $LIT, $HYPE, $RAY, $AAVE, $JUP, $SKY, $UNI, $AERO, $PENDLE
Crypto valuations don’t have to rely on narratives alone. Many crypto assets can be valued on their cash flows, earnings, and capital returned to tokenholders. Read more on The Stack: grayscale.com/the-stack/brin…
Clay retweeted
Metaplex has been on fire the last 60 days
TLDR:
- new RWA products
- new trading products
- geographic expansion in Korea
And we're not slowing down. Q3 was the warm-up
Metaplex mode
