RT Ignas | DeFi (@DefiIgnas)$ETH potential to pump is capped by its failure to be accepted as SoV.To buy and hold $ETH now you need to believe in its ability to become a store of value asset.Yes, $ETH can run to 10k with no fundamental change, but the current narrative of tokenization and RWAs is not enough to push it much higher without the SoV premium.This narrative can even backfire as new chains ALREADY compete for RWAs and stablecoin adoption with better features like privacy, speed, and low fees.Yet n ...

9月29日，Antalpha宣布与Tether扩大合作规模，通过包括以该代币作为抵押的放贷在内的各类服务，拓 宽对XAUt的获取渠道。Antalpha 表示，将在全球主要金融中心设立实体金库，允许持有人将代币兑换 为实体金条。该金融科技公司曾经在6月表示，Tether 购入了 Antalpha 8.1%的股权。 智通财经APP获悉，据媒体援引知情人士透露的消息报道称，全球稳定币领域领军者Tether Holdings SA 与一家和比特币硬件巨头Bitmain Technologies Ltd关系密切的公司，正在就为一种能够累积代币化黄金 的公众载体筹集资金进行商谈。 据知情人士称，Tether 与知名金融服务公司Antalpha Platform Holding(与加密货币矿商们密切合作)正牵 头为一家所谓的数字资产金库公司至少筹集2亿美元。知情人士补充表示，如果这项计划成功，该载体 将使用这笔资金大规模囤积Tether所打造的黄金代币资产"XAUt"。 稳定币领军者Tether的最新计划，基本就是在大举推进"黄金上链"(gold-on-chain)生态系统，并且属于更 广义RWA(现实世界资产上链)大浪潮 ...

Core Insights - The strategic partnership between Yimuyuan Group and BC Technology aims to leverage their strengths in agriculture and digital asset services to enhance global agricultural trade through digitalization [1][3] - The global RWA market is projected to reach $16 trillion by 2030, indicating significant potential for agricultural RWA products [1] - Yimuyuan Group serves over 60 million users across nearly 2,800 counties in China, covering over 15,000 types of agricultural products [1] Group 1: Strategic Focus Areas - The collaboration will focus on three main areas: cross-border payment solutions, agricultural RWA product innovation, and exploring new business scenarios [2] - Yimuyuan Group plans to purchase at least $12 million in stablecoins to enhance the efficiency of cross-border trade in agricultural products [2] - Agricultural RWA products will be developed using high-quality agricultural assets, with BC Technology providing technical and platform support for compliance and risk assessment [2] Group 2: Industry Implications - This partnership is seen as a potential model for traditional agricultural assets to access international markets through the RWA framework [3] - The integration of agricultural resources and digital technology is expected to create new pathways for value extraction and operational efficiency in cross-border agricultural business [3] - The collaboration aims to establish a complete value realization model from agricultural assets to global capital markets, enhancing the potential for agricultural production and circulation [3]

Store of Value (SoV) Potential - Ethereum's potential for price appreciation is limited by its failure to be widely accepted as a store of value [1] - To justify holding Ethereum, investors need to believe in its potential to become a store of value asset [1] - Ethereum needs to gain acceptance from passive institutional and retail holders, similar to Bitcoin [2] - A deflationary supply is considered a crucial element for Ethereum to become a superior store of value compared to Bitcoin [2][3] Tokenization and Real World Assets (RWAs) - The current narrative of tokenization and RWAs may not be sufficient to significantly increase Ethereum's price without the store of value premium [1] - New chains are already competing for RWA and stablecoin adoption with features like privacy, speed, and low fees, potentially hindering Ethereum's growth in this area [1] Ethereum's Advantages - Ethereum possesses native yield and smart contract utility for usage within DeFi [4] - Some DeFi users already treat Ethereum as a yield-bearing collateral, indicating existing adoption as a store of value [2] Challenges and Future Outlook - Alt L1s are unlikely to be as neutral or decentralized as Ethereum, giving Ethereum a potential advantage [2] - Ethereum needs to find a way to tax the L2s, and adoption needs to grow enough to burn supply for it to become a superior SoV [3]

Core Insights - Jack Ma's financial venture, Yunfeng Financial, is increasingly active in the blockchain and insurance sectors, particularly through a strategic investment in Anthea Holding Limited, a global cryptocurrency life insurance company [2][10]. Company Developments - Yunfeng Financial announced a strategic investment in Anthea Holding Limited to explore the application of blockchain technology in insurance, focusing on compliance processes like KYC and anti-money laundering [2][10]. - The company has a substantial asset base of HKD 105 billion and is co-founded by Jack Ma and Yu Feng, with respective shareholdings of 29.85% and 70.15% [3]. - In recent months, Yunfeng has made significant investments in blockchain, including purchasing 10,000 Ethereum (ETH) for approximately USD 44 million and launching various projects in the sector [4][7]. Financial Performance - For the first half of the year, Yunfeng Financial reported a revenue of HKD 1.532 billion, with a significant year-on-year profit increase of 142%, primarily driven by its insurance business [13]. - The core of Yunfeng's business remains in life insurance, with its subsidiary, Wantong Insurance, contributing HKD 696 million in net operating profit [14][15]. Strategic Initiatives - The company is actively pursuing Web 3.0 and digital currency initiatives to enhance its insurance operations, aiming to address traditional financial pain points such as cost, efficiency, and security [16]. - The recent acquisition of Anthea is part of a broader strategy to capitalize on the potential growth opportunities in the global cryptocurrency life insurance market [17][18]. Leadership and Talent Acquisition - The leadership team includes notable figures from the blockchain and financial sectors, enhancing Yunfeng's capabilities in Web 3.0 [21][24]. - Key appointments include Liang Xinjun and Jiang Guofei, both with strong ties to Jack Ma and extensive experience in blockchain technology [22][25].

Core Insights - Jack Ma's financial venture, Yunfeng Financial, is increasingly active in the blockchain and insurance sectors, particularly through strategic investments and partnerships [2][4][10]. Group 1: Strategic Investments - Yunfeng Financial announced a strategic investment in Anthea Holding Limited, a global cryptocurrency life insurance company, to explore blockchain applications in insurance, particularly in KYC and AML processes [2][10]. - The company has made significant investments in blockchain, including purchasing 10,000 Ethereum (ETH) for approximately $4.4 million and forming strategic partnerships with Ant Group [6][7]. - Yunfeng Financial raised HKD 11.7 billion through a share placement to expand its virtual asset trading and related businesses [8]. Group 2: Business Performance - For the first half of the year, Yunfeng Financial reported a revenue of HKD 1.532 billion, with a significant profit increase of 142% year-on-year, primarily driven by its insurance business [14][16]. - The core of Yunfeng's business remains in life insurance, with its subsidiary, Wan Tong Insurance, contributing HKD 696 million in net operating profit [15][16]. Group 3: Leadership and Talent Acquisition - The company has strengthened its leadership by bringing in key figures from the blockchain and Web 3.0 sectors, including Liang Xinjun and Jiang Guofei, who have strong ties to Jack Ma [22][25]. - Jiang Guofei, a former president of Ant Digital Technology, will play a crucial role in coordinating the strategic partnership with Ant Group [26]. Group 4: Market Position and Future Outlook - Yunfeng Financial's market capitalization has increased to approximately HKD 25 billion, more than doubling since mid-July [11]. - The company aims to leverage Web 3.0 technologies to enhance its insurance offerings and address traditional financial pain points, thereby expanding its market presence [17][18].

RT Crypto.com Research & Insights (@cryptocom_rni)DeFi+L1L2 Update:🤝 Cronos partnered with AWS to accelerate institutional adoption of RWA📈 Plasma has seen $7.86B net inflows since its launch🏦 9 European banks are working on a MiCA-compliant euro stablecoin, set to launch in the H2 2026Full details 👇https://t.co/aK1t04llOR ...

🚨 PROJECT DEEPDIVE: AVANTIS $AVNT - Discover @avantisfi a.k.a. the 'universal leverage layer'. Backed by @Base and @PanteraCapital, Avantis could change the way we trade crypto and RWAs alike... ⬇️https://t.co/rEgPEq4UFq ...

RT Solana (@solana)“In 5 years, we’ll be looking back and saying Solana has the largest market share of all these L1sThe rail system for RWA’s, stocks and bonds, commercial paper” -@Scaramucci https://t.co/kRZ24TTSJh ...

“In 5 years, we’ll be looking back and saying Solana has the largest market share of all these L1sThe rail system for RWA’s, stocks and bonds, commercial paper” -@Scaramucci https://t.co/kRZ24TTSJh ...