The policy released by the SEC has sparked a lot of interpretations. Took some time to think it through this morning—5 years is considered a super long cycle in blockchain. The market for tokenized stocks and tokenized stock memes is bound to grow bigger and bigger. Here are the targets I've chosen: 1. **Ethereum:** `0x1f9840a85d5af5bf1d1762f925bdaddc4201f984`. I went heavy on this position on 7/8. As the scale of tokenized stocks on-chain expands, the most compliant platform is Robinhood. The SEC has also emphasized that everything must be based on the blockchain, so UNI is positioned to capture the largest share of this market. Plus, UNI buybacks have already started. I think double-digit UNI prices are coming soon. 2. **Tokenized stock memes:** Putting stocks on-chain means not only enabling stock trading but also embedding them into the traditional crypto ecosystem. That’s where DeFi and memes come in. In the future, platforms like Aave will likely launch a lot of stock-based DeFi products. As for memes, I’ve talked about them a lot—RBH is focusing heavily on the long ecosystem. My pick is **Robinhood:** `0x98096d17e191b3da1d5f99a6d7b3584351b11e18`. SOL is focusing on stonks, but when it comes to SOL’s tokenized stocks based on BP, it just feels gross—I don’t want to get involved. BSC has launched a genius platform, but I think BSC can’t keep revolving around BNC forever. It needs to create more interesting stock-related memes to stay fun. Examples like "Bull to Mars" were great, but there are too few of them, and there’s a lot of shady stuff going on. For now, pure community-driven projects still can’t beat RBH’s picks. That’s all I’ve got for now. The main theme is crystal clear—stick to this theme, go all-in for 5 years, and make bold moves. The sooner you act, the sooner you’ll cash out.