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Joined October 2022
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Jun 13
🚀 SpaceX's $SPCX jumps 19% on Nasdaq, hitting $2T market cap — a massive RWA milestone.
But crypto played a key role behind the scenes:
🔹 $888M Kraken IPO subs ($557M from Binance wallets)
🔹 $395M Binance $273M Hyperliquid futures OI
🔹 $13M Polymarket bets on closing value
Traditional markets on-chain demand. The lines are blurring. 🌉📈 #SpaceX #RWA #StockMarket #kraken #Binance #polymarket
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Jun 13
Hong Kong Mortgage Corporation launches HKD 12B public digital bonds, including a 5-year HKD tranche—the longest tenor for HKD digital bonds to date. Also the world’s largest digital bond issuance, settled via CMU’s DLT platform. A first for a HK public entity. #Web3 #DigitalAssets #RWA
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Jun 11
Japan's House of Representatives just passed a bill to regulate crypto under the Financial Instruments and Exchange Act — bringing it closer to stocks.
Key changes from next year:
✅ Lower taxes
✅ Stricter trading rules & insider trading bans
✅ Possible crypto ETFs
✅ Higher penalties for unregistered businesses
🇯🇵 #Web3 #Crypto #Japan
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Jun 11
Breaking: Hungary to lift crypto transaction restrictions, per gov spokesperson Anita Köböl. The previous rules required approval checks, led to trading drop & platform suspensions, with up to 8 years in prison for unauthorized exchanges. A major shift by the new Tisza gov to ease EU tensions.
#Web3 #Crypto #Hungary
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Jun 10
Mastercard introduces Agent Pay for AI – enabling AI agents to make micro-transactions with each other. Powered by blockchain (Polygon) to record permissions, in collaboration with Adyen, Coinbase & Cloudflare.
Traditional finance Web3 building the payment rails for the agent economy.
#Web3 #AI #Payments #Mastercard
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Jun 10
CFTC Chairman Mike Selig announces formal public input on a new structured framework for prediction market event contracts. The goal: long-term, transparent rules to identify congressionally targeted contracts while allowing lawful markets to function. "Not the last rulemaking" – balancing integrity & innovation.
#CFTC #PredictionMarkets #Web3
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Jun 10
a16z最新报告《7 Charts: Tokenized assets have proved the concept. Now comes the hard part》给出了一个重要判断：
RWA已经完成概念验证，但真正的挑战才刚刚开始。
过去两年，代币化资产规模从不足30亿美元增长至340亿美元，增长超10倍。但数据背后暴露出一个核心矛盾：规模最大的资产类别（国债、黄金）恰恰链上利用率最低。
当前大多数RWA项目只是把资产记录搬到链上，实现了数字化，却尚未实现真正的链上化。未来竞争不再是谁能把更多资产上链，而是谁能让这些资产真正流动、组合、交易，并成为链上金融体系中的“金融积木”。
从资产类别分化、多链竞争到2030年的市场预测，a16z认为RWA的下一阶段将围绕可组合性、流动性和链上原生应用展开。
概念验证已经结束，真正的硬仗才刚刚开始。
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Jun 10
【5｜2030年的RWA会有多大？】
各机构预测差异巨大：
• McKinsey相对保守
• BCG与Ripple更为乐观
• Standard Chartered给出了最激进的预测
但无论采用哪种口径，结论都高度一致：
未来几年RWA市场仍存在超过100倍增长空间。
真正的分歧不在增长趋势，而在定义。
有的机构只统计传统金融资产上链；
有的将稳定币和银行存款纳入统计；
有的甚至进一步覆盖贸易金融与商品流通。
不过无论最终规模是多少，实现增长的关键都只有一个：
从“资产数字化”迈向“资产链上化”。
未来成功的RWA不会只是能够被持有，而是能够被编程、组合、交易和流转。
这也是a16z标题所强调的：
Tokenized assets have proved the concept. Now comes the hard part.
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Jun 10
RWA 代币化已经证明了"可以把资产搬上链"，但还没有证明"搬上链之后能创造增量价值"。
从数据层面看，市场 10 倍增长的叙事足够亮眼，但结构性的矛盾更值得警惕：
规模与活跃度倒挂：最大的品类（国债、黄金）利用率最低，说明机构入场更多是"配置需求"而非"使用需求"。这些资产被代币化后，仍然以"持有"为主要用途，没有成为链上金融生态的活跃参与者。
"数字化"不等于"链上化"：超过四分之三的代币化资产仅把区块链当作记账工具，没有释放可组合性这一核心优势。这意味着当前 RWA 市场的真实"链上渗透率"远低于账面市值所暗示的水平。
多链格局将持续：没有单一链条能垄断 RWA，成本、合规、流动性、生态关系等因素决定了不同资产会选择不同基础设施。这对后来者既是机会也是挑战——差异化定位比"大而全"更重要。
RWA 的下一程，竞争焦点将从"上链速度"转向"链上深度"。 谁能把代币化资产从"静态凭证"变成"动态金融积木"，谁就能在 100 倍增长空间中占据更有利的位置。而这需要的不只是技术基础设施，还包括监管框架对资产可转让性的明确、DeFi 协议对合规资产的适配、以及机构投资者从"试水"到"重仓"的心态转变。
"Now comes the hard part"——概念验证的阶段已经结束，真正的硬仗才刚刚开始。
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Jun 10
【4｜多链竞争：没有赢家通吃】
RWA并没有向单一公链集中。
目前链上资产分布大致如下：
• Ethereum：157亿美元，占比约51%
• BNB Chain：40亿美元
• Solana：22亿美元
• Stellar：17亿美元
• Liquid Network：15亿美元
此外，XRP Ledger、ZKsync Era、Arbitrum等也接近10亿美元规模。
背后的逻辑很简单：
不同资产需要不同基础设施。
有的重视安全性，有的追求低成本，有的依赖银行网络资源，有的强调跨境支付能力。
未来随着RWA从“持有型资产”向“交易型资产”升级，跨链流动性与合规跨链桥的重要性将快速提升。
谁能解决合规资产跨链流转问题，谁就可能成为下一轮RWA基础设施竞争的重要受益者。
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Jun 9
New Delphi_Digital report:
Since Jan '25, $1K in newly listed CEX tokens → ~$500 avg (median -82%). Only 12% above listing price.
Fixed unlocks, no revenue back to holders, airdrops as exit liquidity weigh on markets.
Bright spot: Fee switches gaining traction (Hyperliquid, Uniswap, Jupiter, Aave). But buybacks rarely offset supply overhang.
Institutions: Long-term capital (BlackRock, Mubadala) up 62% YoY, arb funds out.
Next attractive tokens = revenue-back performance-linked unlocks. Still early structural repair.
#Web3 #Tokenomics
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Jun 9
🚨 Stablecoin update from HKMA's Eddie Yue
🏦 Dingdian Technology
→ Expected launch: mid-year
→ Trial in just a few weeks
🏧 HSBC
→ Follows in Q3–Q4
💡 Their stablecoin use cases differ.
📌 #Web3 #Stablecoin #HongKong
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Jun 8
🚨 BREAKING: 200 crypto firms & organizations — including Coinbase, Ripple, Kraken, a16z, Circle, and Binance — have signed a letter to Senate Leaders John Thune and Chuck Schumer, urging a full floor vote on the CLARITY Act.
The Digital Asset Market Clarity Act would establish a comprehensive federal framework, clarify regulatory roles, provide viable registration paths, protect developers, and bring digital asset business back to the US.
This is a major push to keep innovation, jobs, and investment in America 🇺🇸
#Web3 #CryptoPolicy #StandWithCrypto
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Jun 8
Just noticed: Coinbase is now the deployer for Hyperliquid’s USDC treasury wallets, activating AQAv2 via two addresses.
So Coinbase takes over managing the on-chain treasury ops for Hyperliquid’s USDC — deeper infra ties between them.
#Web3 #Coinbase #Hyperliquid #USDC
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Jun 7
🚀 Vietnam is stepping into a key phase of digital finance development!
🇻🇳 The securities regulator hints at an upcoming crypto asset trading market pilot to boost industry standardization.
📊 Already the 7th largest crypto user base globally & 5th in transaction growth rate.
Big moves ahead for Web3 in Vietnam!
#Web3 #Crypto #Vietnam
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Jun 7
🚨 U.S. House Ways & Means Committee to hold crypto tax hearing next week. 7 draft bills aim to clarify rules on stablecoins, staking, mining, and small transactions.
Proposals include tax exemptions for crypto payments under $200–300 and clarifying that digital asset lending isn’t a taxable event.
🧵 #Crypto #Tax #Web3
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