Ali Crypto 110

Bitcoin's sitting around $87-88k as the year fades out, down from those fall highs, and the market's got this tired, post-holiday feel. Retail chatter has died down a lot—searches for crypto stuff tanked lately—and it seems like that big end-of-year rally slipped away. Step back a bit, though. 2025 told a different story underneath the daily swings. Memes and AI stole the spotlight early on, but Real World Assets ended up dominating, pulling average gains of about 186% year-to-date, straight from CoinGecko numbers. Kind of funny, really. All the "dull" things turning treasuries, bonds, real estate, or credit into tokens turned out to be the winners. Layer 1s came next with around 80%, and those Made in USA projects scraped together 31%. Meanwhile, the loud ones tanked hard: gaming down 75%, DePIN 77%, Solana plays 64%, AI 50%, memes 32%. Money spoke clearly. Steady yields and some regulatory nods beat wild bets.
What shifted things this year? Big money finally showed up seriously. BlackRock's BUIDL exploded in size, Ondo piled billions into tokenized bills, Centrifuge and Maple built real on-chain credit. Chainlink kept feeding solid data for stuff like commerce figures. Even old-school names like JPMorgan and Goldman went deeper with tokenized setups. Stablecoin rules got clearer, rates hung high longer than folks thought, so stashing cash in on-chain treasuries giving 4-5% looked smarter than gambling on wild swings.
That said, nothing's perfect here.
Liquidity jumps around chains, rules differ everywhere
MiCA in Europe helped, U.S. stuff dragged until late breakthroughs. If rates crash in 2026, that yield perk fades fast. Some folks gripe it's just old finance dressing up in blockchain clothes, still leaning on central parties and oracles. Valid concern, sure. Yet it opens doors to trillions off-chain, drawing in regular people and institutions without making them dive into meme chaos.
Numbers underline the move. RWA locked value shot past spots like $20B or more, Ondo, Mantra, Pendle pulling steady money even in rough patches. Contrast that with DeFi stalling overall or AI burning out after the hype.
Here's a look at how narratives stacked up returns-wise in 2025—RWA way out front in the green.

Standout RWA tokens like ONDO and LINK pushed higher through the mess.

And a straightforward view of tokenization: locking real assets on chain with solid proofs

Into 2026, if the economy cools and cash hunts safe spots, RWA might build quietly. Or a full risk-on mood could sideline it for shinier stories.
After what 2025 taught basics over buzz—tokenization seems less of a long shot now.
Eyeing pulls back in ONDO, LINK, or wider plays. Or did I overlook the real sleeper? What's your take?

$BTC
$ONDO
$LINK
#RWA #RealWorldAssets #Crypto2026 #Tokenization #BinanceFutureSpace

Bitcoin's hovering around $87-88k as we close out the year, consolidating after that wild ride from October highs. Everyone's been talking ETFs, institutional inflows, memes exploding left and right. But quietly, in the background, privacy coins have been the real standout performers of 2025 up over 70% as a sector in some metrics, with spikes even higher late in the year, way outpacing BTC's gains.
Zcash in particular has been on fire, trading around $515-518 today after a solid 10-15% pump in recent sessions. That's not just random volatility; on-chain data shows real conviction building. The shielded pool—those fully private addresses using zk-SNARKs—has held steady around 23-30% of total supply all year, even hitting highs near 30% earlier. Holders are choosing privacy deliberately, locking coins away instead of dumping during rallies. It reduces liquid supply at a time when demand's picking up from folks wary of full transparency.
Think about why this matters now. Institutions are all in—banks launching BTC products, billions flowing on-chain—but every big trade on Ethereum or Bitcoin is visible. Front-running becomes easy, strategies get copied. Zcash's optional shielding lets you hide amounts and addresses while still proving validity. Critics say it could enable illicit stuff, and yeah, regulators have delisted privacy coins before. But with features for selective disclosure (audits if needed), it's more pragmatic than mandatory-privacy plays like Monero. XMR's holding strong around $450, great for pure anonymity, but ZEC's flexibility seems to be drawing broader interest this cycle.
However, risks are there. Any fresh regulatory crackdown could sting, especially if macro turns sour and BTC drags everything down. Liquidity's thinner over holidays too. That said, the setup feels compelling Grayscale's Zcash trust, halving echoes, prediction markets heating up. Privacy could power confidential bets or DeFi without exposing positions.
Here's Zcash's 2025 price action: grinding higher through the chop, late year breakout on privacy rotation.

A comparison of ZEC vs XMR—Zcash edging performance lately.

And a breakdown of how shielded transactions work: proving everything without revealing details.

Privacy sector overall crushed it amid the noise.

In a world where on-chain surveillance is ramping up, optional privacy might be the edge institutions quietly need. Accumulating on dips could make sense if this narrative sticks into 2026. Or maybe it's just end-of-year rotation. What do you think real revival or temporary hype?
$ZEC $XMR $BTC #PrivacyCoins #zcash #Crypto2026 #Monero

#NasdaqTokenizedTradingProposal
You know this Nasdaq proposal has me thinking a lot about how Blockchain might actually fit into the stock market with out causing choas
They submitted it back in September 2025, basically wanting to let regular stocks and ETFs trade either the usual way or as tokenized versions, all on the same platform.

The setup sounds pretty careful. Those tokenized shares would need to match the traditional ones exactly—same CUSIP code, same voting rights, dividends, all of it. No shortcuts there. Traders could pick, just for that one trade, if they want blockchain settlement. The Depository Trust Company handles the clearing either way, and they're apparently gearing up for this. Execution, pricing, monitoring—nothing shifts. It keeps everything tied to the broader market rules.

Nasdaq figures blockchain could deliver some real upsides, like sharper transparency, maybe simpler fractional shares, solid audit records, and down the road, quicker settlements. But they insist on staying inside current SEC guidelines. Approval would mean tokenized securities trading on a major U.S. exchange for the first time, kind of easing traditional finance toward blockchain in a controlled manner. They're aiming for something like late 2026 rollout, if the DTC tech lines up and regulators agree.

Today—December 27, 2025—the SEC is deep into formal review. They started proceedings mid-December to weigh approval or rejection properly. Comments are coming in until January 7, 2026, with rebuttals after that. Opinions split a bit. The Securities Industry and Financial Markets Association likes it, calling it a sensible early move that keeps investor safeguards intact. On the other hand, Ondo Finance—they're heavy into tokenizing assets—wants more clarity on DTC's exact settlement process. They worry hidden details might tilt things toward bigger players.

That caution makes sense to me. When you're touching infrastructure handling enormous value, openness counts. Still, plenty see it as a push toward better markets. Hard to say how it'll shake out in the next months.
Are you leaning toward it opening doors wider, or does the uncertainty give you pause?