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【When RWA becomes mainstream, what should investors do to seize the opportunity?】

Just now, Binance officially endorsed the RWA project, and this signal is very clear. It is foreseeable that on-chain RWA projects will first experience a wave of phased small explosions.

Issuing RWA, developing RWA public chains, and bringing physical assets and financial assets on-chain, etc.

I personally believe that the above tracks will develop rapidly and attract a lot of attention. However, for retail investors, a lot of the early RWA projects are actually just gimmicks to raise money.

The projects that are truly making progress and focusing on long-term development often need to "mine gold from the muck" to be discovered.

In this wave, investors should at least pay attention to the following two points.

First, it’s better to miss out than to fomo. RWA is already a relatively complex concept, and blindly following the trend and gambling is very unlikely to yield positive expected value.

Choose to invest only after you really understand the underlying logic and competitive advantages of this product; do not follow the crowd blindly. Always remember, truly significant opportunities will give you time to get on board.

Secondly, the evaluation of these projects can refer to already more mature RWA projects. For friends who have no ideas, I recommend the following two projects for your research:

1. $plume @plumenetwork focuses on high-performance public chains in the RWA direction, and the investors behind it are very reputable and luxurious, with several projects underway. It is a top player in the RWA public chain space.


2. $ondo @OndoFinance focuses on the RWA project of bringing financial assets on-chain. Currently, it mainly deals with the tokenization of U.S. Treasury bonds and has launched two interest-bearing stablecoins: $USDY and $OUSG, with the underlying assets pegged to U.S. Treasury bonds. Moreover, the latest product, Ondo Global Markets, will promote the tokenization and trading of U.S. stocks and ETFs. It is also one of the most compliant and cutting-edge projects in this field.


If you find this helpful, please like, comment, share, and follow. I will continue to update RWA project analyses and compliance interpretations~

Just now in the hashkey related posts, I saw the news from Jinse Finance @JinseFinance that the China Securities Regulatory Commission will completely ban a series of exchanges such as Bybit @Bybit_Official and 100X.

I was really shocked when I saw it at that time. After all, I am a senior user of bybit and I have a lot of funds on it. But when I think about it carefully, I feel something is wrong. This matter should not be handled by the China Securities Regulatory Commission.

So I quickly searched for information sources on x and related websites, and found that there was no corresponding report at all.

The only relevant information source is the ban news of the above-mentioned exchanges by the Thai Securities Regulatory Commission.

The professionalism of Jinse Finance is really worrying. The editor made such a low-level mistake, which makes people wonder if it is a trick for popularity 😂.

Combined with the public relations dispute between foresight news and hashkey group this afternoon, although there is a lot of information before b, no matter what, you must have the ability to distinguish the authenticity of information and judge the value of information.

As soon as I woke up today, I saw big news

First, the U.S. Securities and Exchange Commission (SEC) has officially dismissed the lawsuit against Binance @binance and CZ @cz_binance. The SEC's decision to withdraw the lawsuit is final.

This means that the SEC cannot bring a lawsuit against Binance regarding this matter again. The sword of Damocles that has been hanging over Binance and CZ for years has finally been slowly lowered.

This settlement between the SEC and Binance is one aspect of the easing relationship between the Trump administration and Binance.

In fact, when the $USD1 issued by the Trump family business was listed on Binance, this trend had already become increasingly clear.

Since last year, Trump himself and his family have been continuously expanding their influence in the cryptocurrency field.

From meme coins ($Trump) to stablecoins ($USD1) to crypto VC, mining, and other areas, Trump's vast map of the crypto world will reach a new height with the support of Binance's top industry resources.

Moreover, the U.S. government's shift in regulatory attitude can also alleviate Binance's compliance pressure, leaving operational space for Binance to enter the U.S. market, creating a "win-win" situation.

Recently, the alpha zone of the OKX wallet has been very popular, with thousands of points of APR attracting many novices to try it out, and many so-called 'influencers' recommending it. But is this LP model of OKX really reliable?

Although the pools on OKX are labeled with thousands of percent APY, in reality, such a yield can only be achieved within a very narrow range. Moreover, the APY itself fluctuates greatly, mainly influenced by trading volume.

Those who frequently participate in LPs know that this is a common trick in V2 pools, labeling the APY of a very narrow range as the APY of the entire pool.

And a narrow range also means you have to constantly monitor the market; if it falls outside the range and you don't withdraw in time, the impermanent loss can be quite substantial.

Therefore, risk and reward are always proportional. If you want to seek higher returns, you will definitely have to bear higher risks or put in more effort. Thus, it's important to stay vigilant about these opportunities and carefully research before taking action.

DYOR~

！！
WSJ (Wall Street Journal) officially announces that a certain exchange and the Ondo tokenization platform will list digital token versions of Apple, Tesla, and Nvidia stocks, allowing on-chain players to trade U.S. stocks directly on the CEX.

Although the underlying mechanism and fundamental logic of this on-chain U.S. stock trading is still unclear, it is undoubtedly a very critical step in the RWA (Real World Assets) space!

After Cetus was hacked, the total TVL has reached a terrifying $377,288,650,701,667,200🤣. Although it’s not appropriate, it still feels somewhat amusing; I’ve never seen such a high TVL in my life, and it's a historical moment.

Recently, I've also started to return to DeFi projects, such as the Infrared protocol on Berachain, the stablecoin project Ethena, and of course Cetus on the Sui chain.

Since I’m optimistic about Sui’s future prospects, I thought about mining some stablecoin LP on Cetus to secure a basic income. I was still hesitating about how much money to invest, and as a result, the protocol got completely drained today, so I guess I was lucky to escape this time. $CETUS

Thus, the safety of the principal is always a sword of Damocles hanging over all DeFi players. You might just want to safely earn a 10% annual yield, but others are eyeing your principal.

Players forming LP can accept a 20% unrecouped loss to exit, but they absolutely cannot accept the pool being emptied by hackers.

Moreover, this kind of unpredictable systemic risk is very difficult to avoid through prior research and off-market hedging. This is also one of the reasons I have a love-hate relationship with DeFi. All the earnings you make on DeFi projects might not even cover the losses from a single instance of systemic risk.

Wallet security, project research, gameplay research, position control, yield calculation. Achieving results in the DeFi space is far more complex than one might imagine. Newcomers who want to get involved must be prepared to pay tuition fees and must not be careless! (I’ve already paid mine)

In the future, I will also specifically write articles explaining quality opportunities and operational strategies in the DeFi field. Interested friends can like, comment, and follow~

The staking yield of iBGT has surprisingly reached a new high of over 700% after two days of sluggishness. 🤣

When I just logged in, I thought the webpage was buggy or hacked (cetus PTSD), but upon careful confirmation, it turned out there was no issue, and the yield is real.

Although this 700% APR certainly cannot be maintained for long, the yield level of the staking project surpasses many other DeFi projects. Furthermore, there is an expectation for airdrops in Q3, and personally, I am quite optimistic about both berachain and the infrared protocol.

By the way, iBGT's staking mining can be hedged, and while it cannot completely cover all risk exposures, the overall risk is manageable.

Interested brothers can like and comment, and I will later provide a detailed low-risk mining tutorial for berachain.
$BERA

Note: The above content does not constitute investment advice, please DYOR.

On May 23, Ondo Finance also announced its global market product, which will provide tokenized trading services for U.S. stocks and ETFs to players on the SOL chain and integrate with on-chain DeFi.

If this product can truly deliver on its promised features, then on-chain players will be able to seamlessly connect buying U.S. stocks while engaging on the SOL chain.

It will also allow for the fusion of U.S. stock tokens with DeFi, truly bridging off-chain assets and on-chain financial systems.

This will be the boldest and most revolutionary layout within the Ondo ecosystem! In the long term, if the product can truly be realized, it will be a significant benefit for $ONDO !


Although it is still unclear what the underlying mechanism and fundamental logic of this U.S. stock on-chain integration are, it is indeed a very critical step in the RWA track!

(The above sharing is for research purposes only and does not constitute any investment advice; please conduct your own research and make your own decisions - DYOR)

#加密市场回调

The largest DEX on SOL, Jupiter, has just announced the launch of its latest lending protocol, Jupiter Lend. This lending protocol will be developed in collaboration with Fliud, a longstanding liquidity layer for ETH.

According to Jupiter DEV, Jupiter Lend will help users in the SOL ecosystem borrow more funds with less collateral and lower borrowing rates. (This is actually the iterative thinking behind almost all lending protocols.)

The project has a solid background, previous successful experience, and a good angle and timing for entry. Currently, the DeFi ecosystem on the SOL chain still has a significant gap compared to ETH.

This time, with Jupiter directly getting involved in creating a lending protocol, it is definitely worth early participation, and I personally feel there are expectations for an airdrop.

At present, the protocol has not been officially deployed, but you can register for an appointment at the following URL: jup.ag/lend. Since you don't have to spend real money, it makes sense to secure a spot in advance.

If Jupiter can really occupy the DeFi ecological niche of the SOL ecosystem, this would be a significant boon for Jupiter's platform token, JUP.