The biggest RWA on BNB Chain | On Chain Wall Street | Invested by @yzilabs
New York, NY
Joined September 2024
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PRE-IPO RADAR: Discord
1/ Discord’s last primary round in 2021 valued the company at about $15B.
Today secondary market marks sit closer to $8.5–10B.
The company confidentially filed for a U.S. IPO in January 2026 with Goldman Sachs and JPMorgan, but more than nine months later there is still no public S-1 and no listing date.
5/ The valuation gap is the main story.
The 2021 peak reflected a very different market. Secondary prices have stayed well below that level.
In 2025, Humam Sakhnini became CEO while co-founder Jason Citron moved to an advisory role.
The company has also been advancing age verification and safety features.
6/ If you are new to it, three lines are enough:
- Discord is a large community chat platform, especially strong in gaming.
- It makes money mainly through subscriptions and ads.
- Secondary valuation is well below the 2021 peak, and the IPO timeline remains uncertain.
How do you view Discord’s position — still primarily a gaming tool that expanded outward, or a broader community platform that just happens to be popular with gamers?
Paimon Finance retweeted
🎙️ Kalshi Pre-IPO on LBank: Inside the Offering With Paimon
📅 Oct 29, 2026 | 🕙 10 AM UTC
🎙️ Hosts: @LBank_Exchange & @xmuha0
🎤 Guest: @Paimon_Finance
📰 Media Observers:
@BeInCrypto
@CryptoRank_io
@CoinsCapture
👉 Set a reminder:teapaw.org/i/spaces/1DGLdZBDqbwGm
@Kalshi is currently valued at around $35–36B.
CEO @TarekMansour recently called the 2026 midterms “the first true prediction-market election.”
More than $1.4B has already been traded on 2026 midterm contracts, with Kalshi capturing the majority of that volume.
The platform has also rolled out new transparency features for election markets (including Brier scores) while continuing to face regulatory challenges from multiple states.
Mansour has said the legal disputes could ultimately reach the Supreme Court.
Prediction markets are moving from the fringe toward mainstream political and information tools.
🔥 @Anthropic has formally filed for IPO！
CEO @darioamodei recently addressed criticism in a detailed post, reaffirming the company’s “race to the top” strategy.
He argued that remaining at the technical frontier is the most effective way to raise industry safety standards, while also acknowledging shortcomings in certain communications and policy handling.
Anthropic has also committed a portion of its shares to a public benefit fund.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
🔥 Paimon’s first conversion is coming.
In June 2025, we launched our first @SpaceX pre-IPO at a $400B valuation.
16 months later, SpaceX has reached $2T — roughly 5.5x.
Now, previous pre-IPO SpaceX tokens ($xSPCX) can be converted into actual shares at 1:1.
📍How to convert:
1. Go to app.paimon.finance/convert
2. Connect your BSC wallet
3. Enter the $xSPCX amount
4. Approve → Burn/Convert to mint the corresponding bStock ($SPCXB) on @BNBChain
The liquidity pool remains open, so you can still sell if you prefer not to convert.
Early holders can seamlessly move pre-IPO exposure into public-market tokens without leaving crypto.
DYOR. Watch gas and slippage.
#xSPCX #Paimon #RWA #SpaceX #SPCXB
Here’s the detailed step-by-step guide for converting $xSPCX:
teapaw.org/Paimon_Finance/status/…
「RWA Insights」
📈 Tokenized stocks keep growing, and the market share is shifting.
The tokenized equities market is now around $3.7B–$4B (up ~483% YTD per @DWFLabs data through early October).
Ondo’s share dropped from ~56% to ~26–30%.
@bstocksfinance and xStocks each hold roughly 24–32%, with @BNBCHAIN overall share rising sharply⚡️.
On-chain exposure to private and public markets continues to expand.
Paimon’s Pre-Access SPVs trade on BNB Chain.
🚀 Something big is coming.
Paimon’s first-ever @SpaceX pre-IPO token conversion is just around the corner.
16 months in the making. One major milestone ahead.
Full details dropping soon. 👀🔥
Paimon Finance retweeted
What does pre-IPO access onchain actually look like? 🎙️
Join us in an X Space with Leon (@UTechStables), Guyan (@Paimon_Finance) & Kingsley (@openstocks_hq) to learn how you can access private markets on BNB Chain
Live on Oct 22, 12 PM UTC
Set your reminder 👇
teapaw.org/i/spaces/1pKkOXl…
See you then!
What does pre-IPO access onchain actually look like? 🎙️
Join us in an X Space with Leon (@UTechStables), Guyan (@Paimon_Finance) & Kingsley (@openstocks_hq) to learn how you can access private markets on BNB Chain
Live on Oct 22, 12 PM UTC
Set your reminder 👇
teapaw.org/i/spaces/1pKkOXl…
☄️ PRE-IPO RADAR: Anthropic
1/ @AnthropicAI just held a pre-IPO investor day on October 14.
Q3 revenue hit $16.8B, up roughly 45–46% from the previous quarter, and the company said it reached adjusted profitability.
At the same time, some investors walked out talking about a $1.5T valuation instead of the previously discussed ~$2T.
That combination is worth watching.
7/ One practical note:
people who want economic exposure to Anthropic before a public listing can get it through tokenized SPV structures.
Paimon’s Pre-Access SPV will offer via $xANTH soon.
