Market Dynamics & Narratives - American narratives dominated crypto market earlier in the year, focusing on ETFs, DATs, TradFi, RWA Tokenization, and regulatory clarity [1] - Asian retail investors were playing catch-up, contrasting with 2022-2024 when Asia drove the market [1][2] - China & Asia were displaced due to lack of edge in US politics and information asymmetry regarding ETF listings [2] - Chinese narratives regained popularity driven by CZ's activity and the launch of Aster [3] Potential Market Manipulation - US government shutdown delayed expected catalysts and SEC actions, making long positions vulnerable [2][3] - Aster, a new perp dex supported by CZ, attracted billions in open interest from inexperienced traders [2] - Launch of SOL, XRP, and DOGE spot ETFs coincided with market events [4] - A BTC whale opened massive short positions, potentially linked to knowledge of Xi Jinping's actions [5][6] - Elevated open interest, delayed catalysts, and the government shutdown created an opportunity to "loot" the market [6] Conspiracy Theory Summary - The theory suggests a coordinated effort to exploit market vulnerabilities, with Chinese actors potentially profiting from the US government shutdown and delayed ETF catalysts [1][2][3][6]

Market Analysis & Price Prediction - XDC is currently in a demand zone between $0065 and $0075, with expectations to hold above the $0065 support level [2] - The analysis anticipates a potential upward squeeze following an extended downtrend, similar to previous patterns that led to a 490+% increase [3][5] - The immediate focus is on navigating the current sell-off and establishing a floor, looking for higher lows to form before targeting a break above the $0008 midline [6][7] XDC Network Developments & Partnerships - XDC Network is hosting the XDC Innovative Labs in Dubai, covering various crypto-related topics like DeFi, RWA, AI, and payments [10][11][12] - XDC Network is expanding in North America through integrations with exchanges and affiliations with blockchain organizations, supporting payments for the US-Mexico remittance corridor [13][14] - XDC Network is involved in global trade breakthroughs like the CIIT, utilizing a rail system in Mexico for cargo transport [16][17][18] - Circle's USDC and CCTP v2 are live on the XDC Network, supporting DeFi, stablecoin initiatives, payments, and trade finance [18][19] - XDC Foundation has joined the Digital Chamber and the Canadian Blockchain Consortium, participating in stablecoin and asset tokenization working groups [19][21] Stablecoin & DeFi Growth on XDC - The stablecoin market has surpassed $313 billion, indicating significant growth in the digital asset space [26] - Stablecoin market cap on XDC has increased by almost 50% in the last 30 days, reaching approximately $24 million [27] - USDC on XDC has grown by over 77% in the last 7 days, reaching $79 million [28] - DeFi initiatives are growing on XDC, with 19 protocols integrated, and the analysis foresees substantial growth in the DeFi market on XDC [33][34] - The stablecoin market cap on XDC is up 32+% in the last 7 days, with Circle contributing most of the gains [32][33]

Core Insights - Reitar Logtech Holdings Limited has announced a strategic partnership with Hangzhou Xianmu Technology Co., Ltd to create a global tokenized smart supply chain ecosystem for the casual catering industry [1][2][12] - The collaboration aims to leverage both companies' strengths in logistics, digital procurement, and blockchain technology to transform the casual catering supply chain [2][9] Group 1: Strategic Cooperation - A joint venture will be established to target Hong Kong and overseas markets, integrating Reitar's logistics network with Xianmu's merchant ecosystem [4] - The partnership will create a comprehensive supply chain network that includes raw materials, logistics, compliance, retail, and finance, utilizing blockchain for improved transparency [5] - The model will be piloted in Hong Kong and replicated in regions such as the Middle East, Southeast Asia, Europe, and the Americas [6] Group 2: Technological Advancements - Xianmu's proprietary commercial AI achieves 100% supply chain fulfillment coverage with a 95% accuracy rate, enhancing operational efficiency in the foodservice supply chain [2] - Reitar will focus on tokenizing supply chain assets, enabling on-chain transactions and facilitating instant cross-border settlements [7] Group 3: Market Potential - The global Chinese foodservice market is projected to grow from $227.55 billion in 2020 to $577.68 billion by 2030, indicating significant market opportunities [8] - The overseas Chinese restaurant market is expected to reach $409.8 billion by 2026, with a compound annual growth rate (CAGR) of 9.4% [8] Group 4: Future Vision - The partnership aims to redefine the global restaurant supply chain and create a new digital finance era, unlocking new market potential and value [10][12] - The collaboration is expected to attract global supply chain partners and enhance resource sharing, driving the digital transformation of the casual catering industry [10]

Company Overview - OpenEden 致力于成为 RWA（Real World Asset） Tokenization 领域的 "Shopify"[1] Tokenized US Treasury Fund - OpenEden 的 TBILL 成为首个获得 Moody's 评级的 Tokenized US Treasury fund[1] - TBILL 现在获得了 S&P 的 "AA+" 评级[1]

RWA Tokenization Overview - RWA (Real World Assets) tokenization is considered a core pillar of the current bull cycle in Altcoins and Crypto [1] - Major players like PayPal (with its stablecoin) and Nasdaq (exploring tokenized stocks) are entering the RWA space [1] Market Perspective - The industry believes RWAs may become a core pillar of this cycle [1] Key Question - The report addresses whether the RWA tokenization boom is innovation or speculation [1]

Group 1: Macro Changes - Federal Reserve Chairman Powell indicates that the U.S. economy is experiencing "moderate growth but not fast," highlighting the need for a delicate balance between employment and inflation targets [1][3] - Powell expresses concerns over weak job growth, suggesting that overly tight monetary policy could impact the labor market, reinforcing market expectations for potential interest rate cuts to support the economy [1][3] - The rise of Real World Asset (RWA) tokenization is accelerating, driven by macroeconomic uncertainties and the demand for non-traditional asset allocations, with a focus on the need for secure management of emerging digital assets [1][3] Group 2: XBIT Wallet Features - XBIT Wallet is designed as a decentralized web3 wallet that offers user-friendly, robust functionality with bank-level security standards, addressing current investor needs [5] - It supports multi-chain RWA assets, allowing users to manage diverse tokenized assets across various public chains in a unified interface [5] - The wallet integrates decentralized exchange aggregation for optimal trading paths and liquidity, aiming to minimize slippage and ensure quick execution of trades [5] Group 3: Security Fundamentals - Understanding and managing private keys and recovery phrases is essential for using decentralized wallets like XBIT Wallet, as they are critical for asset ownership [7][8] - Private keys are unique encrypted strings that serve as the sole proof of ownership for digital assets, while recovery phrases simplify the backup process [7][8] - Best practices for security include offline backups, multi-factor verification, and regular updates to the wallet application to protect against phishing and malware [8][9] Group 4: Industry Implications - The uncertain economic landscape and the surge in RWA assets make active management and security of digital assets a necessity rather than an option [9] - XBIT Wallet is positioned as a secure and user-centric solution, enabling ordinary investors to participate safely in the digital financial transformation [9] - The understanding of recovery phrases and private key management is crucial for investors to navigate the future digital wealth era centered around RWA token wallets [9]

Core Insights - Greenpro Capital Corp. has launched its GreenX Ecosystem, a regulated Shariah-compliant digital asset exchange, at the Green Digital Economy Summit & Ecosystem Strategy Release in Kuala Lumpur [1] - The launch signifies a pivotal moment for GreenX, aiming to enhance RWA tokenization, ESG finance, and on-chain innovation across ASEAN and beyond [1] Company Developments - The GreenX Ecosystem is designed to unify various digital asset initiatives, promoting growth in the digital economy [1] - The summit served as a platform for GreenX to present its strategic vision and operational framework to stakeholders [1] Industry Impact - The initiative is expected to accelerate the adoption of digital assets and sustainable finance practices in the region [1] - GreenX's focus on RWA tokenization and ESG finance aligns with global trends towards responsible investing and digital transformation [1]

Event Overview - The European Blockchain Convention (EBC11) is set to take place in Barcelona this October [1][2][3] - The event will feature speakers from banking and DeFi sectors, focusing on digital assets [1] Key Speakers & Focus Areas - Consensys' Managing Director will discuss expanding Ethereum adoption [1] - Bitcoin Strategy's Board Director will present on Bitcoin strategy at Europe's first BTC treasury company [2] - Stripe's Head of UK Public Policy will address fintech and crypto regulation in the UK [2] - Kadena's Capital Markets Lead will focus on RWA (Real World Asset) tokenization initiatives [2] - BNB Network's COO will manage operations at the world's largest publicly listed BNB treasury [2] - GK8 Security's Global Head of Partnerships will build global custody partnerships for institutions [3] - Assetera Global's CEO will lead the EU-regulated trading platform for securities and RWAs [3] - Prosegur Global's CEO will develop secure digital asset custody solutions [3]

USDC and CCTP V2 are now live on @XDCNetwork!Institutions, developers, and businesses on XDC can now access the world’s largest regulated stablecoin for key use cases:✅ Global Trade Finance: Settle tokenized invoices, letters of credit, and other trade instruments✅ RWA Tokenization: Issue and exchange tokenized assets like treasuries, private credit, and real estate✅ Enterprise Payments: Enable fast, low-cost, B2B and cross-border transactionsDay 1 partners: @FireblocksHQ @sbixdcWith XDC, @USDC is supported ...

We believe the next step going forward will be the tokenization of financial assets. >> We think tokenization is perhaps the biggest innovation to come into capital markets in the past decade. >> Tokenization is an innovation.>> This is one of the biggest opportunities in crypto right now with the clearest growth potential. I'm speaking about asset tokenization. We're taking realworld assets, real assets, and putting them on the blockchain.And that means every stock, every bond will have its own basically Q ...