Coin-stock Meme cross-chain spread, Solana is becoming an untapped "red ocean"

BlockBeats news, September 11, according to GMGN monitoring, on-chain funds are replicating a new Meme play, pairing Meme tokens with tokenized stocks to form paired pools, bringing US stock narratives into on-chain trading. This play has been validated across multiple ecosystems.

On the BSC ecosystem, 4Stock introduced BNB treasury company CEA Industries (BNC) into Meme trading, forming derivative assets like build around BNC4; Stonks chose Nasdaq 100 ETF token QQQB as the paired asset.

Robinhood Chain further expanded the stock mapping scope, with several representative projects currently:

AI (Artificial Inu) paired with Nvidia (NVDA) stock token, combining AI narrative with Meme, currently valued at approximately $206 million; MEME (A Meme Coin) paired with AMC stock token, inheriting the Meme Stock culture of the GameStop era, currently valued at approximately $47.05 million; FLYBRAIN paired with Alphabet (GOOGL) stock token, currently valued at approximately $33.45 million.

The coin-stock Meme trend has also blown to Solana as expected.

Pump.fun recently opened Custom Pairs, providing a new issuance entry for stock-paired Memes; previously Solana had the StonkFun ecosystem, and multiple million-dollar-level observation targets have now emerged.

Among them, STONK is currently one of the largest projects in Solana stock-paired Memes, forming a paired pool with SPYx (S&P 500 ETF token), currently valued at approximately $234 million, with the stock pool's 24-hour trading volume at approximately $5.58 million.

Another representative Meme CTO is built around VIDAx (Vida Global stock token), currently valued at approximately $3.46 million, with the stock pool's 24-hour trading volume at approximately $487,000.

In addition, Solana has three other Meme coins that are forming stock narratives:

TREE is paired with Apple (AAPLx) stock tokens, with a current market cap of approximately $2.63 million and 24-hour trading volume in the stock pool of about $1.06 million. On-chain data shows that a wallet publicly labeled Point Farm Capital bought about 755,700 TREE today, paying 1,500 USDC; this address also holds STONK and CTO.

FRIES combines the fries Meme with McDonald's (MCDx) stock tokens, with a current market cap of approximately $1.73 million. A wallet publicly labeled The__Solstice holds about 17.288 million FRIES and also holds TREE and STONK.

MAXI is centered on Solana treasury company DeFi Development Corp (DFDVx), with a current market cap of approximately $1.47 million. However, its stock pairing pool liquidity is about $45,000, and it is still in an early stage.