After the Genius Act, the level of attention given to #RWA has reached new heights, whether in terms of public sentiment or the recent capital enthusiasm in the primary market, it is akin to the crazy investments in last year's #AI sector. As the saying goes, the linkage between primary and secondary markets often presents trend-based opportunities. And #RWA is one of the key trend-based opportunities for the next five years.
Recently, our team has been exploring projects in the #RWA sector, which can be described as erupting like 'bamboo shoots after the rain,' among which
@StableStock
This is one of the few projects that has truly impressed me, let's chat about it today! Additionally, the project will soon open public testing, so hurry and grab the whitelist opportunity (only 5000 spots available). 🧐
1️⃣ What problem is #StableStock solving?
Our team has previously helped factory owners in the Pearl River Delta with industrial relocation, investing in many physical projects in Indonesia, Vietnam, and Africa, and knows the real situation on the ground:
• In many places, people are holding local depreciating currencies, such as the Indonesian rupiah or Vietnamese dong, losing 10-20% in a year is quite normal;
• The banking system is poor, remittances and currency exchanges are troublesome;
• Want to buy some US stocks for hedging? Sorry, the account opening process is complex, requires identification, and has many restrictions;
• But these people use USDT so fluently, their wallets are more adept than ever, especially in Nigeria, which is quite impressive.
#StableStock is specifically designed for these people. It directly transforms 'US stocks,' a premium asset, into an asset that can be bought, traded, and crossed across chains using stablecoins. And it is genuinely backed by real 1:1 custody, with actual stocks behind it, not synthetic derivatives or pure oracle simulations.
2️⃣ How does #StableStock work? Core three-layer strategy
First Layer: Accessible (Accessibility)
This is actually the hardest step, but they have achieved it:
• Partnered with licensed traditional brokers, leveraging their clearing systems and APIs to create a compliant stock trading brokerage based on a stablecoin settlement system;
• Users can directly buy stocks with USDT/USDC, for example, one-click purchase of #AAPL, #TSLA;
• Then these stocks will be mapped as on-chain #sAAPL, #sTSLA, directly into your wallet, breaking the traditional financial system's connection challenges.
This is the core of their 'breaking walls': digitizing traditional stock assets + bringing them on-chain + making them composable.
Second Layer: Usable (Liquidity)
What can you do after buying #sTSLA? It's not just a display item, but can further earn returns and participate in #DeFi's 'Lego components':
• Deposit into #StableVault, and you will receive yield-bearing #stTSLA;
• Then they automatically use this asset for DEX market-making, lending, LP, cross-chain bridge liquidity, etc.;
• Stock liquidity between different chains and protocols can also be aggregated, such as TSLA.ondo, sTSLA, xTSLA, etc., all can be exchanged without slippage.
This is the true way to bring traditional stocks into #DeFi liquidity pools.
Third Layer: Ecosystem
This Vault is not just used by them; they also welcome other teams to 'tap in':
• Want to create structured products? Use their #stAAPL;
• Want to issue stock index products? Combine #sTSLA + #sAAPL + #sMSFT;
• Want to do stock futures, options, ETFs? This set of equity assets is open.
In short: liquidity is not hoarded, it's shared so everyone can play and innovate together.
3️⃣ Where is the 'moat' of #StableStock in RWA?
• Real asset custody + compliant broker channel
Most RWA projects are still in the 'Tokenization' phase, and their on-chain stocks genuinely have underlying assets, managed and mapped on-chain in an integrated manner.
• Focus on emerging markets
I have seen too many projects targeting wealthy people in Europe and the US, resulting in high CAC and indifferent users. #StableStock goes against the grain, targeting countries where USDT usage is high but investment channels are lacking—there are billions of potential users in these regions.
• First build channels, then build liquidity, and then create an ecosystem.
This strategic rhythm is correct. Many projects come in saying, 'I want to reconstruct finance,' but end up with no assets and no users. They first build channels and assets before focusing on reuse and ecology, which is stable.
• The team understands finance, crypto, and the Asian market.
The CEO is the Web3 investment head at Matrix Partners and co-founder of 10K Fund; the COO has decades of asset management experience and has worked on financial offshore products in countries like Indonesia; the CMO has led marketing for dozens of top projects going overseas. It can be said that this team is not only 'Crypto native' but also 'Asia GTM native.'
Overall, I believe #StableStock is at the intersection of three super trends: #RWA + #Stablecoin + emerging markets: if #USDT/#USDC itself is like a 'dollar bank,' #StableStock is the 'investment and wealth management' part within the bank; it brings high-quality assets like blue-chip stocks into the crypto world, helping users truly diversify their assets; at the same time, these assets can also become a new source of liquidity for the entire #DeFi world as 'hard currency.' Whoever connects 'US stock assets' and 'crypto liquidity' first will create a multi-trillion-dollar story. We are very optimistic about the opportunities in this direction and sector 🧐. It's worth paying attention to and looking forward to; remember to grab the whitelist!