Jony.AVAX9000🔺 | 🌊📘🧪

This Aerodrome chart is only one example of how fast tokenized assets are moving onchain. Tokenized stocks are now appearing across leading DEX ecosystems: Aerodrome on Base, Uniswap across Ethereum and other networks, and Raydium and Jupiter-routed liquidity on Solana. What we are seeing is not an isolated trend on one exchange or one chain. It is the beginning of global capital markets moving onchain. Aerodrome’s tokenized stock volume reached approximately $27 million yesterday, growing nearly 5x in one week. But as trading volume rises, someone must provide the liquidity behind every trade. And regardless of whether that liquidity sits on Aerodrome, Uniswap, Raydium, or another AMM, the underlying problem remains the same: impermanent loss, inventory imbalance, concentrated-liquidity risk, and the constant challenge of keeping capital productive as markets move. Tokenization brings assets onchain. But only intelligent, sustainable liquidity can turn those assets into real markets. That is what we are building at @Balcore_AI . The assets are arriving everywhere. Now the market-making infrastructure must be ready so these liquidity can stay robust and productive. Be the Market Maker. There is no escape. 🔺

Happy Saturday. The biggest shift happening in blockchain is no longer a promise about the future. It is financial infrastructure moving into production. In the past two weeks, India advanced its first tokenized corporate bond, Japan began planning blockchain rails for the instant settlement of stocks and government bonds, and Hong Kong began rolling out regulated digital money. On Wall Street, Nasdaq has received SEC approval for certain stocks and ETFs to trade and settle in tokenized form, while NYSE parent ICE is building a 24/7 platform for tokenized securities with onchain settlement. As this transition accelerates, the next question is which networks are actually prepared to support institutions at scale. This is where Avalanche stands out. It has spent years building for this exact moment, with customizable L1s, subsecond finality, and enterprise focused infrastructure that allows institutions to meet their governance and compliance requirements while remaining connected to public blockchain rails. The results are becoming difficult to ignore. Progmat moved more than ¥452 billion in digital securities onto a dedicated Avalanche L1. Kenya is anchoring nationwide academic credentials on Avalanche. FIFA operated its purpose built blockchain using Avalanche technology. Newly reported Q2 data showed approximately 236 million C Chain transactions and $84 billion in stablecoin transfer volume. The past two weeks added even more proof. Securitize and Neuberger launched a new tokenized high income fund on Avalanche, bringing a fixed income platform managing more than $230 billion onchain. Charles Schwab announced plans to make AVAX available through a platform serving 40 million brokerage accounts. Bitwise, VanEck, and Grayscale collectively crossed 5 million AVAX in holdings, with approximately 3.49 million AVAX staked. This is what real adoption looks like. Years of quiet building, followed by progress that suddenly appears everywhere. As stocks, bonds, funds, commodities, currencies, and real estate move onchain, issuance will not be the final challenge. Every asset will need deep, efficient, and sustainable liquidity around it. That is why @Balcore_AI chose Avalanche as its starting point. We are building the market making infrastructure these assets will need. We are starting on Avalanche, but the problem we are solving is global. As more assets move onchain, they will need real markets around them. That is what we are here to build. Be the Market Maker. There is no escape. 🔺

@Balcore_AI's self-custodial market-making vault for AMM DEXs opens soon. It is built to beat impermanent loss and make liquidity provision sustainable and profitable. This is where onchain market making changes forever. Be the Market Maker. There is no escape. 🔺

Something is happening onchain that I don’t think enough people are paying attention to yet. A few years ago, tokenization was mostly a thesis. Now almost every week another familiar asset shows up onchain. In just the last few weeks, tokenized versions of Pfizer, Oklo, and a Vanguard bond ETF went live. Excluding stablecoins, tokenized real world assets are now around $31.5 billion, more than double a year ago, with roughly $300 million to $500 million of new value coming onchain every week at this year’s pace. US Treasuries lead the market at around $15 billion, with BlackRock’s BUIDL alone nearing $2.8 billion. But tokenized stocks are the category that really stands out. They grew from roughly $61 million to $2.47 billion in twelve months, about a 40x jump. Robinhood started with roughly 200 tokenized stocks for European users in mid 2025 and now has more than 2,000 stocks and ETFs. In July, they went even further by launching their own chain and bringing tokenized US stock trading to more than 120 countries. But putting assets onchain is only half of the equation. The bigger question is what happens after they get there. If you include permissioned rails, the tokenized market is already around $60 billion, yet most of those assets barely trade. Tokenized Treasuries have roughly $16.5 billion outstanding but only around $2.7 million in onchain spot volume, and only about 10% of tokenized assets interact with DeFi. Even more telling, roughly 97% of trading volume around tokenized stocks and gold happens through synthetic perpetuals instead of the actual tokens. We have become very good at issuing assets onchain. We are still not very good at making markets for them. That is largely a market making infrastructure problem. Today, liquidity providers are usually forced into a bad tradeoff. Chase the price and stay active, and you keep selling the winning asset, accumulating the losing one, and potentially compounding impermanent loss. Pull the liquidity back to protect the inventory, and the capital stops earning. The infrastructure to sustainably stay in the market while protecting the book still has a long way to go. That is the boundary we are pushing at @Balcore_AI : market making infrastructure that manages liquidity placement, inventory, reserves, rebalancing, and restraint as one system, with one simple objective: keep capital working while making sure the fees earned stay ahead of what it costs to keep the book whole. Tokenization creates the assets. It does not automatically create the markets around them. Someone still has to make that market. Be the Market Maker. There is no escape. 🔺

Good morning. Impermanent loss in AMM DEX market making never announces itself. It quietly reaches into your basket while you are busy admiring the fees. The real question is not how much your LP earned. It is how much of your original inventory survived after earning it. At @Balcore_AI , we are building market making where fees compound your capital instead of distracting you while it disappears. Be the Market Maker. There is no escape. 🔺

That smile when you know @Balcore_AI works, even before the world discovers it. Behind that smile are countless days and nights of work. I am pretty sure I looked much younger before I started building Balcore. Lol. Looking back, we have come a long way. We went deep into one of DeFi’s most complex problems, stayed with it, and eventually cracked it. With Balcore, it is no longer a question of if. It is only a matter of time before people see what we have created and how far it can push DeFi forward. Be the Market Maker. There is no escape. 🔺

Every LP is exposed to the same storm. Not every LP is protected the same way. To our knowledge, there is no equally elegant solution available in the market as of today that tackles impermanent loss at the liquidity-architecture level. Till date all the approaches delivered either try to compensate for the loss with minted tokens or incentives, or rely on simple automation to chase ranges, maximize fee capture, and hope the fees outrun the damage. @Balcore_AI is taking a different path: engineer around the loss itself. Be the Market Maker. There is no escape. 🔺

Impermanent loss is one of DeFi’s oldest structural problems in AMM-based DEXs. AMMs are a major breakthrough in market structure because they opened access to market making to almost anyone. But despite that innovation, impermanent loss remains one of the main reasons both professionals and everyday users hesitate to participate as liquidity providers. A lot of smart teams have tried to solve it, but most approaches only address one part of the system. Mint-to-cover models such as Bancor, THORChain ILP, and various emission- or bribe-based designs try to offset the loss with another token. But when that token becomes the source of the protection itself, sell pressure can weaken the very mechanism meant to provide the cover. Yield aggregators like Yearn, Beefy, and Convex largely avoid the problem by staying single-sided. That may be safer, but you are no longer actively market making or earning trading fees inside the pool. Active LP managers such as Arrakis, Gamma, Charm, and Steer automate range management, but a bot chasing price to stay in range is not a solution to impermanent loss. It may keep collecting fees, but the underlying inventory is still changing and the loss still passes through to the LP. That is the distinction we are obsessed with at balcore_AI . We do not believe this gets solved with one more automation bot or by trying to insure the loss after it happens. It requires the system to work together: precision liquidity, capital rotation, inventory protection, market-regime intelligence, and reserve-backed loss accounting. Don’t just automate the loss. Engineer around it. That is the code we went all in to crack at Balcore. There is no escape. Be the Market Maker. 🔺