Recently, Twitter and many places have started saying that the mainland is about to open BTC trading.
In recent years, Hong Kong has gradually embraced cryptocurrency, launching compliant trading platforms and Bitcoin spot ETF pilots, but if mainland China opens Bitcoin trading in the future, which projects will benefit the most?
Many people will first think of exchanges (like Binance) or mining companies (like Bitmain), but the real dark horse may be Solv Protocol—a foundational financial protocol focused on Bitcoin yields and RWA (real world assets).
Why Solv? The core demand after the mainland opens BTC.
If mainland China opens Bitcoin, the market will face several key issues:
1. The 'holding Bitcoin without earning interest' dilemma: Chinese investors are accustomed to wealth management returns (like Yu'ebao, bank wealth management), while Bitcoin itself does not generate interest, making long-term holding inconsistent with local investment habits.
2. Compliance yield demand: China's financial regulations are strict, ordinary DeFi protocols (like Lido, Aave) may find it hard to operate compliantly, needing yield products recognized by regulators.
3. Traditional capital entry channels: Institutions and high-net-worth clients need secure and stable Bitcoin yield solutions, rather than mere price speculation.
Solv just happens to solve these problems for the following reasons:
1. Compliant Bitcoin yields: Natural advantages of Binance + institutional-level RWA.
Solv is the exclusive Bitcoin yield partner of Binance Earn, providing a stable yield of 3.9% per annum. If the mainland opens BTC, Binance is likely to become one of the first compliant trading platforms, and Solv, as its officially partnered yield protocol, will directly benefit.
More importantly, Solv integrates top RWA assets like BlackRock BUIDL, Hamilton Lane SCOPE, allowing Bitcoin holders to obtain 'fixed-income-like' stable returns. This model is closer to traditional financial wealth management products and is more easily accepted by Chinese regulators and investors.
Imagine this:
- Chinese banks or securities firms may launch 'Bitcoin wealth management', potentially based on Solv's RWA yield strategy.
- Alipay/WeChat Wealth Management launched 'BTC Interest Treasure', which is a product resulting from Solv's collaboration with BlackRock.
This compliant, stable yield solution will be more attractive than simple BTC spot trading.
2. Aligns with Chinese financial regulatory logic: non-speculative, anchored to real assets.
The Chinese government's core requirement for financial products is: avoid pure speculation, and must have real asset support.
- Stocks correspond to corporate equity, bonds correspond to debt, gold ETFs correspond to physical gold.
- Most cryptocurrencies, however, lack underlying cash flow and are easily categorized as 'speculative tools'.
However, Solv's RWA Bitcoin yield products are different:
- Its yields come from compliant financial assets like U.S. Treasuries (BlackRock BUIDL), private credit (Hamilton Lane), etc.
- It’s not 'printing money out of thin air', but a real-world profit distribution, closer to traditional fund models.
This structure is more likely to pass Chinese financial regulatory scrutiny and may even become one of the first compliant crypto yield products in the mainland.
3. Hong Kong pilots lead the way, and the mainland market has huge potential.
Currently, Hong Kong has approved Bitcoin spot ETFs and is piloting compliant exchanges. If the mainland opens in the future, it is highly likely to refer to Hong Kong's model:
- Institutions lead the way: Funds and private banks gain BTC investment permissions first, followed by retail investors.
- Yield products take priority: Pure speculation on coins may be restricted, but yield products (like staking, RWA) are easier to get approved.
Solv has collaborated with institutions like Binance, BlackRock, and Nomura Securities, possessing a mature compliance framework. If Hong Kong's RWA Bitcoin wealth management model proves successful, Solv is likely to become the 'standard solution' in the mainland market.
4. China's capital outflow demand: Bitcoin as an offshore asset allocation tool.
High-net-worth individuals in China have long faced capital controls and pressure from the devaluation of the RMB, and Bitcoin + stable yields may become a new type of offshore asset allocation choice.
- Traditional methods: Currency exchange for real estate, investing in Hong Kong and U.S. stocks.
- New approach: Hold BTC through compliant channels and earn stable USD returns with Solv (e.g., U.S. Treasury rates).
Solv's RWA products precisely meet this demand—allowing for both the appreciation potential of Bitcoin and cash flow from USD assets.
Conclusion: Solv may be the hidden champion after the mainland opens BTC.
If mainland China opens Bitcoin, exchanges and mining stocks may soar in the short term, but in the long run, **the real game-changer for the market may be yield protocols like Solv**. Because it:
✅ Provides compliant and stable Bitcoin yield solutions that align with the habits of Chinese investors.
✅ Integrates traditional financial assets (like BlackRock funds), making it easier to be accepted by regulators.
✅ Verified by institutions like Binance, BlackRock, etc., with a first-mover advantage.
In the future, we may even see:
- State-owned banks in China collaborate with Solv to launch 'Digital RMB-BTC yield products.'
- Tencent and Alibaba's wealth management platforms are integrating Solv's RWA Bitcoin yields.
If this day comes, the value of $SOLV may far exceed market expectations.
#BTC赛道龙头Solv进军RWA is not only a global trend but may also become a key bridge for China's crypto financialization.
