Market Overview - The cryptocurrency market experienced a significant downturn, with the total market capitalization shrinking to approximately $2.82 trillion, reflecting a 5.11% decline over 24 hours, and a trading volume of about $70 billion [1] - Bitcoin fell over 5%, dropping below the $85,000 mark, while other major cryptocurrencies like Ethereum and SOL saw declines exceeding 6% [1] - Over 227,000 traders faced liquidation, with a total liquidation amount of approximately $1.014 billion [1] - The Fear and Greed Index plunged to 16, indicating "extreme fear" among investors, leading to widespread sell-offs [1] Fundamental Analysis - Bitcoin (BTC) faces short-term collapse pressure, with economic risks in the U.S. and over $500 million in liquidations resulting in a market cap loss of about $10 billion [3] - There was a net outflow of $11.37 million from ETFs, indicating a slowdown in institutional demand, although long-term holders are increasing supply, providing some buffer [3] - Ethereum (ETH) shows weak fundamentals, with a rise in active addresses but a slowdown in DeFi and Real World Asset (RWA) adoption; staking withdrawals have cleared, and institutional staking reached $170 million [3] Policy Environment - Uncertainty in the policy landscape has increased, as the Federal Reserve announced on January 28 to maintain interest rates, aligning with expectations [4] - The focus is shifting to the new Fed chair and the 2026 policy outlook, amid geopolitical risks, such as fears of Trump attacking Iran, which are causing market anxiety [4] - There is a risk of a U.S. government shutdown, as federal funding is set to expire on January 30, which could exacerbate market volatility if Congress fails to pass a new budget [4] Technical Analysis - Bitcoin is currently consolidating around $83,000, having touched a low of approximately $81,000 earlier in the day before rebounding [5] - The cryptocurrency is in a downward trend on a weekly basis, with short-term support at the $80,000 level; a drop below this could see it fall to the $76,000 mark, a previous strong support level [5] - For Ethereum, a drop below $2,600 could lead to a decline towards the $2,000 level [5] Operational Strategy - The recommended approach is to focus on defense and observation, waiting for market panic to subside and clearer stabilization signals to emerge [7] - Short-term trading for Bitcoin can be considered within the $81,000 to $86,000 range, while Ethereum can be traded between $2,600 and $2,800, with a strict position control of 10% and proper stop-loss measures [7]

RT Messari (@MessariCrypto)State of @avax Q4Key Update: Avalanche saw a breakout quarter for RWAs, with TVL surging 68.6% QoQ as BlackRock’s BUIDL fund deployed $500M to the network.Growth was further bolstered by FIS’ tokenized loan pools and the launch of the S&P Digital Markets 50 Index via @DinariGlobal and @SPDJIndices.QoQ Metrics 📊• RWA TVL ⬆️ 68.6% to $950M+• Avg. daily transactions ⬆️ 63.0% to 2.1M• Active L1s ⬆️ 10.3% to 75 ...

RT Jack McDonald (@_JackMcDonald_)The December $RLUSD monthly independent attestation is now live! Recent highlights include:1/ RLUSD is officially listed on @binance with XRPL support coming soon 👀2/ @LMAX’s global marketplace has integrated RLUSD as core collateral – accelerating institutional stablecoin adoption and cross-asset mobility across crypto + traditional markets3/ RLUSD was ranked #2 on @decrypt’s fastest-moving stablecoin of 2025 list with a velocity of 71 → market cap is important, but the ab ...

Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. Ark Invest is a registered investment adviser focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions.It does not constitute either explicitly or implicitly any provision of services ...

Core Viewpoint - The SEC's recent statement on tokenized securities establishes a clear regulatory framework, emphasizing that the economic substance of securities takes precedence over their technological format, thereby addressing concerns about regulatory arbitrage in the market [2][12][22]. Timing - The timing of the SEC's statement coincided with a closed-door meeting involving major financial players, who expressed concerns about granting special exemptions for tokenized securities, fearing it could undermine investor protection and lead to market fragmentation [3][4]. Core Framework - The SEC categorizes tokenized securities into two main types: issuer-sponsored and third-party sponsored. Issuer-sponsored tokenized securities involve direct issuance by the company, while third-party sponsored securities can be further divided into custodial and synthetic tokenized securities [5][6][7]. Economic Substance Over Form - The SEC emphasizes that the economic reality of a product is what matters for regulatory purposes, regardless of its technological implementation. This principle aims to prevent attempts to circumvent securities laws through innovative structuring [12][13][22]. Regulatory Philosophy - The SEC's statement reflects a developing regulatory philosophy under Chairman Paul Atkins, aiming to create a clear framework for crypto assets, distinguishing between various types of tokens and their regulatory implications [14][15]. Impact on Industry Participants - For issuers, the path to tokenization is now clearer, requiring compliance with existing securities regulations without special exemptions. For DTC/DTCC participants, approved pilot projects can proceed with recognized legal standing for tokenized securities [18][19]. - Third-party platforms must carefully assess whether their products are custodial or synthetic, as this will determine their compliance with securities regulations [19]. - Retail investors are being protected from potentially misleading products that do not follow proper issuance processes, emphasizing the need for clarity on what they are purchasing [20]. Conclusion - The SEC's statement reinforces a technology-neutral approach while prioritizing economic substance, indicating that attempts to evade regulatory scrutiny through technological means will face increasing challenges. However, compliant pathways for tokenization are becoming clearer, potentially lowering barriers for institutional participation [22].

Group 1 - The core point of the article highlights that the RWA protocol has captured over $36 million in fees this month, setting a historical monthly record [1] - Grayscale accounted for $21.2 million of the total fees, which primarily comes from management fees paid by ETP holders [1] - The annualized fees from Grayscale exceed $300 million [1]

Tokenization continues to heat up in a big way. We have been seeing all-time highs getting broken in just a matter of days because of how fast institutional players and Wall Street are moving on chain. And this is something that you cannot avoid at this moment in this space.I understand that price action might be negative, but fundamentals are still very positive, especially in the long-term span of things. I have been fully focused on tokenization because I do believe that it is going to be one of the bigg ...

RT Arbitrum (@arbitrum)Spiko adding $300M of RWA TVL to Arbitrum highlights a bigger trend:Tokenization grows fastest on platforms built for it with predictable fees, high-throughput execution and deep liquidityArbitrum is becoming the preferred environment for institutional-grade credit products ...

Core Insights - IOTA's strategic focus has shifted from speculative cryptocurrency to building infrastructure for the $35 trillion global trade market [1] Group 1: Strategic Shift - IOTA aims to address inefficiencies in traditional trade by vertically integrating digital identity, real-world assets (RWA), and trade finance [1] Group 2: Implementation and Partnerships - The IOTA-based TWIN network has been implemented in Kenya and the UK, and is collaborating with the World Economic Forum to advance the African digital trade initiative ADAPT [1] Group 3: Technological Upgrades - With the Rebased upgrade, IOTA has introduced a token deflation mechanism and is focused on the tokenization of commodities and trade receivables [1]

📰 #AscendEX Daily Updates🔷The tokenized RWA TVL has reached $21 billion, with US Treasury bonds accounting for 42.4%.🔷X platform releases a list of leading accounts in various industries, with figures from the crypto industry like CZ and Vitalik making the list.🔷The Russian Constitutional Court ruled that crypto assets are protected under property rights.#AscendEX #Crypto #CryptoNews ...