It is said that 4 has countered, and it turns out that http://Four.meme launched something new today: 4Stock.
The most intense part is not "stock tokenization," but that it has turned the waiting time for stock tokens to be launched into a business.
In simple terms:
Is there a popular stock that does not yet have a corresponding bStock?
No problem.
First, buy the stock through a custodial account, then issue a pre-bStock that claims to be 1:1 backed by the stock.
Once the official bStock is launched, proceed with the exchange as planned.
It's like the birth certificate of bStock hasn't been processed yet, but 4Stock has set up the full moon feast in advance.
The first marked one is BNC4, corresponding to the US stock CEA Industries (NASDAQ: BNC).
This choice understands BSC very well.
BNC is itself a US company that holds BNB and is a "Binance concept stock."
Now http://Four.meme has brought it back to the BNB Chain, making it the first 4Stock.
After quite a detour, BNB finally bought "US stocks holding BNB" on-chain.
Even Russians would take notes after seeing this set of dolls.
But what the market is really FOMO-ing is not just BNC4.
It is also the same-name token $4Stock that has emerged around this product:
0xd270d4e1ec6e6e0d28c0ecb8be966ec75997ffff
It is essential to clarify the distinction between the two:
BNC4 is the pre-bStock that claims to be supported by BNC stocks.
$4Stock is more like the narrative token for the entire 4Stock product line, and also the paired asset in the BNC4 trading pool.
One is about stock mapping.
The other is about imagination on the trading platform.
Why has $4Stock rapidly exploded in volume after its launch?
Because it hits three layers of narrative at the same time:
The first layer is RWA.
It finally goes beyond just talking about "stocks will go on-chain in the future," but has presented specific paths for minting, custodianship, and future redemption.
The second layer is Stock Meme.
The stock is responsible for providing the real-world story, while the Meme adds an on-chain premium to it.
The third layer is the launch platform.
If 4Stock continues to add new stocks, what the market trades will not just be a specific stock, but whether http://Four.meme can control the entry of "which stocks are moved on-chain first."
This is the most imaginative part of $4Stock:
It aims to become the narrative master switch for all pre-bStocks.
Of course, currently, the market has already put the story ahead of the product.
The spot price of BNC is only a few dollars, yet BNC4 was able to be speculated to more than twenty dollars at the beginning of its launch.
This indicates that the market is not buying just the stock net worth, but:
Stock exposure + initial scarcity + BNB ecosystem bonus + Meme sentiment.
So at this stage, BNC4 should not simply be understood as on-chain stock, nor should $4Stock be understood as equity or revenue vouchers of http://Four.meme.
Can the custodial stocks be publicly verified?
Can the redemption run smoothly?
Can it truly exchange for bStock in the future?
Can $4Stock itself achieve continuous value capture?
These questions still need to be observed further.
But 4Stock has indeed opened up a very interesting new path:
Previously, after stocks went on-chain, everyone would make Memes around the stock.
Now, before the stocks officially go on-chain, they first issue pre-bStock around them, then turn the pre-bStock into the base for Memes.
Traditional finance is responsible for producing assets.
http://Four.meme is responsible for producing FOMO in advance.
What 4Stock truly aims to seize is not just stock tokenization.
It is the most valuable attention before each stock goes on-chain.
As long as new targets continue to be launched, this story can keep rolling.
If there are no continuous launches, no transparent reserves, and no smooth redemption, then even the grandest RWA narrative could ultimately leave behind just a Meme named "stocks."
Clearly see the three layers of assets and recognize the contracts.
Don't end up trying to buy on-chain stocks and end up with Li Gui on the couch.
As for the current price, I personally suggest not to FOMO; it may be better to wait for a pullback and see how things go.
If you want to FOMO, please register for FOMO first:
https://fomo.family/r/duanwangye66
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