White House Digital Asset Report Triggers Dramatic Changes in the Crypto Sector:
---
🔥 Booming Sector
1. RWA ($1.5 trillion scale): BlackRock's on-chain U.S. Treasury fund saw an inflow of $2.8B in a single month, yielding more than traditional assets.
2. Compliant Stablecoins (82% market share of USDC): Connected to the FedNow clearing network, corporate adoption surged by 400%.
3. Institutional DeFi (TVL $31 billion): Goldman Sachs/BlackRock's on-chain income-generating tools have an APY of 5.8%, with settlement efficiency improved by 90%.
💀 Exiting Sector
1. Privacy Coins: Monero's market value plummeted by 98%, and exchanges have completely delisted it; mixers are included in the SDN list.
2. PoW Mining: The U.S. hash rate share has dropped sharply to 6%, with mining companies' bankruptcy residual value below 15%.
3. Permissionless DeFi: Uniswap is sued by the SEC, and dYdX sees a 92% loss of U.S. users.
---
⚠️ Ultimate Warning:
- The results of the Federal Reserve's CBDC pilot on August 5 may impact stablecoins;
- The final audit of RWA collateral on August 15 could expose poor-quality assets to risks. #白宫数字资产报告 #RWA赛道