JPMorgan Chase, the Wall Street giant whale for thousands of years, finally no longer watches from the shore, but plunges into the on-chain gold mine! Brothers, this is not a test, it's coming to stake its claim with an aircraft carrier!
For specific buying and selling points and positions, pay attention to Da Sheng's homepage, in the profile.
Da Sheng's analysis (what is Morgan doing with JPMD on the Base chain):
In plain English! One of the world's most powerful banks, JPMorgan Chase, which has so much money that it can buy half of the crypto circle without batting an eye, actually, unprecedentedly, for the first time! Converted the real money (USD deposits) that large companies deposit in their banks into digital tokens on the blockchain, called JPMD! Moreover, it didn't hide in its own 'dark room chain' to play, but directly went to Coinbase's own son - Base chain (Ethereum Layer2)! This signal is brighter than a lighthouse: the top financial giants of traditional finance have recognized the public chain and are going to really play!
Why does this matter shake the crypto circle?
Giant whale certification, confidence directly explodes!(Slapping the table!)
Think about it,Managing 4 trillion US dollars,Super behemoths are bending down to pick up steel pennies on the chain, which is more useful than any shout-out! What was the market's reaction when PayPal supported Bitcoin? This time it's a bank giant of the parent level, endorsing with real bank deposits on the chain!This is equivalent to Wall Street shouting with a loudspeaker: Blockchain is not a toy, but the next generation of financial infrastructure!Da Sheng, I read this news,Adrenaline soared!This wave of confidence recharge is more hardcore than any good news!RWA (Real World Assets on-chain) - The engine of the next bull market, the accelerator is welded to the floor!(Envy case!)
What is JPMD? Isn't it just puttingbank deposits, the most traditional asset, 'moving' it on the chain?This is the core gameplay of the RWA track! With this move by Morgan,RWA directly upgraded from 'concept' to 'landing nuclear bomb'!Brothers, think about it,Treasury bonds, commercial paper, even real estate... once these trillion-dollar traditional assets are on the chain on a large scale, how much new money and new traffic will they bring?Look at the leader ONDO, how much did it secretly rise after the news came out? Those who understand, understand!Da Sheng, I have long said that RWA is a must-contend place, with this fire burned by Morgan,If you don't keep an eye on ONDO, MKR, GFI, you are going against money!Base chain is winning big, and the L2 heroes are collectively climaxing!(Envy and jealousy!)
Why did the big shot chooseBase chain? It's not that its technology is the best in the universe (of course, it's not bad either), the key is that ithas a good pedigree - Coinbase's own, with full compliance attributes!This operation by Morgan is equal to setting an example for all financial institutions that are watching:'Want to go on-chain? Find compliant and reliable L2/public chain!'Avalanche (AVAX)'s subnets, Polygon (MATIC)'s Supernets, are probably drooling all over the place?Da Sheng dares to assert that,if institutional funds really enter the market on a large scale, L2, especially those that take the compliance route, will definitely be the first batch to receive the water! Projects in the Base ecosystem (such as Aerodrome - AERO) must be closely monitored!The stablecoin world, a storm is brewing!(Be vigilant!)
The USDT and USDC we use now are issued by companies like Tether and Circle. What about JPMD?It is issued by JPMorgan Chase itself with real USD deposits stored there! What kind of regulation is the bank subject to? That's strict to the bone!Although it is only for large companies now,but if... I mean if... it is opened to retail investors one day? Will USDT and USDC be afraid? Their backs must be cold!This forces established stablecoins to be more transparent and compliant! This is good for our users, but it also meansthe stablecoin market may be reshuffled!
For specific buying and selling points and positions, pay attention to Da Sheng's homepage, in the profile.
Da Sheng believes:
The good news is: Giant whales are entering the market with real money! A flood of liquidity may be coming! How long have I been talking about the RWA track? Now it's completely confirmed as a 'wealth code' level narrative! The value logic of L2 is as hard as diamond! If the bull market is really coming, these two will definitely be the pioneers! My blood pressure is rising with excitement!
The worry is: Will these 'suit thugs' turn our on-chain paradise into a new 'Wall Street playground'? JPMD is still centrally controlled by JPMorgan Chase itself, and can be issued or withdrawn at will. This is a bit incompatible with the decentralized spirit of 'code is law' and 'everyone can participate' that our DeFi pursues! I seem to see two worlds on the chain in the future: one is a glamorous 'institutional VIP area' with high walls, and the other is our grassroots 'DeFi food stall'. Can money flow freely? Will there be an 'on-chain household registration system'? It's chilling to think about!
Hardcore operation guide for die-hard fans (practical hooks):
RWA track, ALL IN attention! ONDO, MKR, and GFI are clear leaders, but don't rush in blindly! Wait for the pullback, wait for clearer regulation, but must put them at the top of your watchlist! This is the future!
L2 ecosystem, especially the Base system (AERO, etc.), is the focus of ambush! Giant whales bring traffic, and ecological projects are most likely to produce wealth stories. Those DEX and lending protocols on the Base chain that haven't taken off yet but have some potential, go study them now!
Stablecoin strategy needs to be upgraded! Don't just stick to USDT! USDC (related to Base, close to the water), DAI (more decentralized) Allocate more, don't put all your eggs in one basket!
Traditional financial stocks (such as JPMorgan Chase stock JPM)? In the long run, giants that actively embrace new technologies are definitely more attractive, but short-term fluctuations are large due to news stimulation, so don't play if you have a bad heart!
Brothers! JPMorgan Chase's aircraft carrier has already entered the on-chain port, have you heard the horn of the next wave of 'institutional crazy bull'? Which one do you think will become the 'king of gains' in this wave of market, RWA or L2?
A more ruthless question: when old money from Wall Street arrives with rules and huge sums of money, will we 'crypto natives' follow to eat meat and drink soup, or will we be ruthlessly harvested? Show your knives in the comments!
