Trust Wallet is your onchain hub for RWAs.We’re building the bridge between TradFi and Web3. Multi-chain. Multi-provider. 100% user-owned. ...

RT L.Lawliet 💢 (@Lfuckjpg)I am glad to see that opportunities for consumer oriented RWA are gradually being recognized by institutions, and Tabi has been laying the groundwork in this direction for a year.Large e-commerce companies like @hoobuyshopping are already using @TabiPayHQ , and in the future, more supply chain financial opportunities will be distributed on @TabichainTabi is not just about payments, it encompasses everything related to consumption. ...

Core Insights - The collaboration between China National Renewable Energy (中环新能源) and Ant Group marks a strategic shift from traditional asset-heavy operations to digital asset management, focusing on tokenization of renewable energy assets and smart operations [1][2][5] Group 1: Strategic Transformation - The partnership aims to enhance the management of renewable energy assets through tokenization, which will improve liquidity, reduce transaction costs, and foster trust in the market [1] - By collaborating with Ant Group, the company is transitioning from merely selling electricity to becoming a provider and manager of digital green assets, creating a closed-loop system connecting green assets, blockchain tokens, and global capital [2][5] Group 2: Operational Efficiency - The integration of Ant Group's AI technology is expected to significantly improve operational efficiency by enhancing power generation and load forecasting accuracy, maximizing the value of virtual power plants, and reducing operational costs [3] - This shift from reliance on human experience to AI-driven decision-making is anticipated to lead to a qualitative leap in operational efficiency and establish a new competitive edge based on data intelligence [3][6] Group 3: Carbon Asset Monetization - The collaboration will enable automated carbon accounting and intelligent carbon trading, transforming carbon assets from a compliance burden into a new revenue stream [4][5] - The creation of a carbon financial platform will facilitate the tokenization of green certificates and carbon reduction credits, establishing a standardized and liquid market for these digital assets [4][5] Group 4: Global Expansion and Market Positioning - The company is actively pursuing global expansion, having established partnerships with enterprises across Europe, the Middle East, Africa, and Southeast Asia, which will support its asset management and digital service offerings [5][6] - This strategic shift positions the company favorably in the competitive landscape of the renewable energy sector, transitioning from a heavy asset builder to a light asset manager and value integrator [6]

Core Insights - The launch of the "Digital Wind Tunnel" RWA digital health management system aims to enhance the trust and security of digital assets in the Web 3.0 era [1][2] - The system addresses various risks associated with RWA, including smart contract risks, system security, application security, and personnel safety [2] Group 1 - The "Digital Wind Tunnel" RWA digital health management system provides end-to-end, visual digital health management solutions to build a trustworthy, secure, and compliant digital asset ecosystem [1] - The acceleration of global asset digitization has increased asset liquidity and accessibility, but also highlighted significant risks in RWA [1][2] - The chairman of the company emphasized that security is not a cost but a fundamental infrastructure necessary for the survival of RWA tokenization and stablecoins [1] Group 2 - The platform includes enterprise-level digital health management, smart contract risk auditing, transaction behavior analysis, audit report generation, and personnel safety capability enhancement to mitigate RWA security risks [2] - The launch marks a significant milestone in the company's digital security efforts, with plans to continue promoting digital health management services globally [2] - The collaboration with Hong Kong Cyberport aims to strengthen the protection of digital assets and support the development of Hong Kong as an international hub for digital assets [1][2]

Mocaverse has evolved into one of Web3’s broadest ecosystems.Moca Chain, powered by Moca ID + AirKit, anchors credentials and interoperability across 60+ partners spanning culture, retail, sports, gaming, RWA, education, and AI.Ecosystem Highlights 📊• SK Planet → OKI Club retail loyalty• OneFootball → Football ID fan identity• Soneium / San FranTokyo / MyAnimeList → anime + culture stack• Plume Network → RWA finance integration• Open Campus → education credentials• Anichess, Nifty Island & more → gaming par ...

RWA Tokenization Landscape - 62% of tokenized bonds globally are issued on Polygon [1] - 38% of Euro Treasury Bills are on Polygon [1] - 29% of US Treasury Bills are on Polygon, matching Ethereum and exceeding all other chains [1] Report Overview - The Dune x RWA_xyz report for 2025 is available, focusing on onchain data [1] - The report covers treasuries, credit, equities, and commodities [1]

Investment Rating - The investment rating for the company is "Buy-A" with a target price of 24.58 CNY over the next six months, indicating a potential upside from the current price of 22.07 CNY [5]. Core Insights - The company has partnered with Ant Group to establish "Ant Chain Trust," focusing on green asset management and dynamic rating pricing using blockchain, IoT, and AI technologies [1][2]. - The collaboration aims to address the challenges in traditional green asset management, such as data silos and the inability to reflect real-time operational data and policy risks [2]. - The company is leveraging AI and Web3 technologies to enhance the lifecycle management of renewable energy assets, positioning itself as a core infrastructure provider in this sector [2][9]. - The report highlights the importance of real-world asset tokenization (RWA) as a growing category in the crypto market, with the company successfully completing the first RWA project based on renewable energy assets in China [3][9]. Financial Projections - The company is expected to achieve revenues of 51.73 billion CNY, 61.22 billion CNY, and 72.60 billion CNY for the years 2025, 2026, and 2027 respectively, with net profits projected at 5.31 billion CNY, 6.73 billion CNY, and 8.11 billion CNY for the same years [10]. - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 0.49 CNY, 0.62 CNY, and 0.75 CNY respectively, with a dynamic price-to-earnings ratio of 50 times for 2025 [12][10].

Core Viewpoint - Nasdaq's proposal to introduce tokenized securities aims to integrate blockchain technology into mainstream financial markets, marking a significant evolution in global capital market structures [5][10]. Group 1: Tokenization of Securities - Tokenized securities refer to the process of converting traditional financial assets into digital tokens via blockchain, allowing for 1:1 anchoring with physical securities and granting equivalent voting, dividend, and governance rights [7]. - The tokenization framework extends beyond public market securities to include Real World Assets (RWA) such as real estate, private equity, and art, enabling low-cost, high-transparency trading of previously illiquid assets [7][12]. - Stablecoins are expected to play a crucial role as transaction mediums and settlement tools in the tokenized ecosystem, facilitating instant payments without relying on traditional cross-border remittance networks [7][8]. Group 2: Nasdaq's Tokenization Settlement Plan - Nasdaq's tokenization settlement plan involves four key steps: investors select the "tokenized settlement" option through brokers, settlement instructions are sent to the Depository Trust Company (DTC), DTC locks the corresponding stocks in a dedicated account and triggers the minting of equivalent tokens via smart contracts, and finally, tokens are distributed to brokers' on-chain wallets [8]. - This hybrid model of "off-chain trading, on-chain settlement" retains traditional market liquidity while leveraging blockchain's efficiency, achieving near-instant (T+0) settlement and significantly reducing counterparty risk and capital costs [8][11]. Group 3: Strategic Motivations Behind Nasdaq's Move - Nasdaq's push for tokenized securities addresses deep-rooted inefficiencies in traditional settlement systems, aiming to compress the lengthy T+2 settlement process to seconds, thus lowering costs and risks associated with trading [11]. - The initiative seeks to expand the asset boundary by enabling the fractionalization of non-standard assets, thereby attracting a diverse range of global assets and new on-chain investors [12]. - By leading the charge in compliant tokenization frameworks, Nasdaq aims to maintain its global trading technology leadership amidst increasing competition from firms like BlackRock and JPMorgan [13]. Group 4: Implications for Global Financial Infrastructure - Nasdaq's approach to tokenization is reshaping the development path of global financial infrastructure, ensuring that digital tokens have the same legal status and investor rights as traditional securities [15]. - The integration of programmable features through smart contracts is expected to automate complex processes such as corporate governance and compliance, enhancing operational precision and efficiency in global capital markets [15]. - The hybrid model of "on-chain and off-chain" is anticipated to become an industry standard, opening compliant pathways for trillions in non-standard assets to enter the blockchain ecosystem [15]. Group 5: Challenges and Future Outlook - Despite the promising outlook for tokenized securities, structural challenges such as regulatory compliance, traditional financial system inertia, and the need for significant infrastructure upgrades pose hurdles to widespread adoption [16][17]. - The lack of a unified global regulatory framework for securities tokens remains a significant barrier, as different countries have varying legal definitions and investor access rules [16][17]. - The potential impact on Chinese stock exchanges could be profound, as Nasdaq's advancements in T+0 settlement and RWA compliance may attract domestic investors to overseas blockchain markets, challenging the current capital flow dynamics [19][20].

Binance Ecosystem & Meme Coin Strategy - CZ 的回归让市场重拾信心，认为能从中获利，散户赚钱效应显著 [1] - 币安将 SOL meme 的优势引入 BNBChain，通过 alpha 平台进行小山寨币博弈 [1] - 币安通过 cabal/CTO 团队、项目方和 VC 背书，提升了资产的本质 [1] - CZ 虽然不喜欢 meme，但成功吸引了 meme 玩家参与 alpha 上的应用币 [1] Emerging Narratives & Tokenization - 期待 ICM (互联网内容货币化), CCM (社区内容货币化) 和 RWA (真实世界资产) 博弈的可持续版本 [1] - Alpha points 和 Virtual/Holoworld 的积分制度与公平发射的 meme 精髓相似，通过刷积分获得新项目参与权 [1] - ICM 和 CCM 的潜力未被完全开发，以往的互联网资本化或股权代币化映射模式存在可持续性和激励问题 [1] - HoloworldAI 正在尝试改进互联网资本化或股权代币化映射模式 [1] Market Opportunities & Liquidity - 建议关注币安的迭代速度，密切关注新赌场的诞生，如 perpdex、预测市场、宝可梦等 [1] - 建议拥抱流动性 [1]

Key Takeaways - BNB Chain is positioned as a settlement layer where institutions engage with DeFi [1] - RWAs (Real World Assets) on BNB Chain are becoming liquid, composable, and accessible [1] Report Highlights - The RWA Report 2025, co-produced by Dune and RWA_xyz, was launched at the RWASummit in Brooklyn [1] - The report includes clear theses and key trends based on on-chain data [1] - The report covers established players and emerging projects across treasuries, credit, equities, commodities, and more [1]