Ondo Finance has announced the acquisition of Oasis Pro, gaining its SEC-registered licenses as a digital asset broker-dealer, alternative trading system (ATS), and transfer agent (TA). It enables Ondo to launch a compliant tokenized securities market, covering RWA issuance, secondary trading, private placements, and underwriting. https://t.co/COxRAsIUDN ...

Core Viewpoint - The company has announced the establishment of a joint venture with Shenzhen Gao Ge and Shenzhen Feng Lin, where the company will hold a 34% stake, aiming to enhance its capabilities in the Web3.0 sector through this collaboration [1] Group 1 - The joint venture will be registered as a private limited company under Chinese law [1] - The primary focus of the joint venture will be to provide training, professional consulting services, and high-end conference business related to RWA [1] - The establishment of the joint venture is deemed beneficial for the company and its shareholders, leveraging Shenzhen Gao Ge's industry resources to empower the group's development in the Web3.0 ecosystem [1] Group 2 - The initiative aims to integrate the company's traditional financial expertise with innovative momentum in the Web3.0 field [1] - This move is expected to strengthen the company's core competitive foundation while fostering new growth engines [1]

Over the last couple weeks, the main thing that I have been focused on on this channel is stressing how important it is to focus on old coins during this time while they just kind of trend in a downtrend or maybe they just chop to the side. H bar is one that has been in a downtrend specifically since going all the way back to July. But also the main thing that I have been saying is focus on the fundamentals going all the way back to November of 2024 and how HAR performed because again H bar did do a 10x fro ...

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 ...

Core Insights - Tether Holdings SA is in discussions with Antalpha Platform Holding to raise at least $200 million for a public vehicle that will accumulate tokenized gold assets, specifically Tether's gold token "XAUt" [1][2] - This initiative is part of a broader trend towards "gold on-chain" and the expansion of Real-World Assets (RWA) in the digital asset ecosystem, focusing on centralized custody and compliance [1][4] Company Developments - Tether, the issuer of the largest stablecoin USDT, is collaborating with Antalpha, which is closely associated with Bitmain, a major player in the cryptocurrency mining sector [2] - The partnership aims to enhance the accessibility of XAUt through various services, including lending against the token, and establishing physical vaults for token redemption [3][4] - Tether has previously acquired an 8.1% stake in Antalpha, indicating a deepening relationship between the two companies [3] Market Context - The demand for physical gold has surged by 46% this year due to geopolitical uncertainties and inflation concerns, leading to a doubling of the market cap for Tether's gold token [3] - The proposed fundraising and expansion of the XAUt ecosystem are seen as critical steps in Tether's strategy to increase liquidity and market capitalization of tokenized gold [4] Industry Trends - The tokenization of real-world assets is projected to exceed $18 trillion by 2033, with a compound annual growth rate (CAGR) of 53% since 2025 [5] - RWA tokenization is gaining traction among traditional financial institutions, which are increasingly focusing on integrating blockchain technology into their operations [6] - Major banks are exploring RWA as a means to diversify revenue streams and enhance compliance within existing financial regulatory frameworks [6]

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 ...