The Chinese market has severely underestimated several key signals in recent times; these changes are reshaping the underlying logic of the crypto market.
Four overlooked catalysts
1️⃣ Solana becomes the main battlefield for RWA
• Kraken & Backed issue US stock tokens on the SOL chain, allowing global users to trade 24/7
• The process of traditional financial assets moving on-chain is accelerating, and the valuation logic of the SOL ecosystem is facing reassessment
2️⃣ $DOGE officially cross-chain to SOL
• Asset migration achieved through Wormhole; leading Memecoin may bring tens of billions in new liquidity to SOL
3️⃣ Worldcoin's "hidden agenda"
• 135 million $WLD sold at a low price to top institutions like a16z
• Project parties hold sufficient cash but clearly state "no market protection"; long-term inflation models are worth caution
4️⃣ Solana's new opportunity Seeker's breakthrough attempt
• Released on August 4, adopting the DePIN + developer incentive model
• Key breakthrough: No longer relying on hardware profits, but instead building an ecological closed loop (referencing Helium's successful path)
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### USDC Battle: A covert war over crypto hegemony
Surface data:
• Daily settlement volume of $10 billion, compliance market share exceeding 50%
• Circle valued at $4-5 billion, has become a battleground for competitors
Deep game:
Ripple's "central bank dream"
→ Plans to include XRP in USDC reserve assets (1USDC = 0.9 US Treasury + 0.1 XRP)
→ Both obtaining dollar minting taxes and endowing XRP with reserve currency attributes
Coinbase's "Payment Empire"
→ USDC is the lifeline of the Base chain
→ Acquisition of Circle = creating a crypto version of Alipay, directly enhancing the valuation of the listed company
Industry impact:
The winner will control the monetary issuance rights of the "on-chain Federal Reserve"; this acquisition may redefine:
• Stablecoin market landscape
• Public chain competitive landscape
• Institutional access channel
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Operational suggestions:
✔ Closely track the progress of SOL ecosystem RWA projects
✔ Pay attention to Seeker phone pre-sale data (August key node)
✔ USDC-related movements may trigger price fluctuations in XRP/COIN stocks
(The market has risks; this article does not constitute investment advice)
#Solana #USDC #Ripple #Institutional Trends #Web3 Infrastructure $USDC
