Market Capitalization & Ethereum (ETH) - Tokenized assets' market cap on Ethereum establishes a lower bound for ETH's market cap [1] - Increased tokenization of assets, including stablecoins, positively impacts ETH's market cap [1] - If the established floor holds, ETH is potentially near its bottom [1]

Core Insights - OBOOK Holdings Inc. (OwlTing) is experiencing a significant increase in enterprise adoption of stablecoin-based settlement and tokenized financial infrastructure as companies transition from pilot projects to real production integration [1][2] Industry Momentum - The shift towards stablecoins and tokenization is driven by two global forces: the rising adoption of tokenized assets by major banks and trading platforms, and the demand for compliant, real-time settlement layers for cross-border transactions [4][5] - Analysts predict that the tokenized-equity segment could exceed US$1 trillion if just 1% of global equities migrate on-chain [4] Client Engagement - Since its Nasdaq listing on October 16, OwlTing has seen increased interest from payment companies and financial institutions, with multiple clients in Canada, Europe, Africa, and Asia moving to API integration and live transaction testing with OwlPay Harbor [2][3] - Current clients collectively manage up to US$100 million in monthly cross-border fiat volume, indicating substantial potential for migration to stablecoin systems [3] Product Offerings - OwlTing has introduced OwlPay Stablecoin Checkout, allowing global merchants to accept stablecoin payments and settle instantly, thus reducing card fees and bypassing traditional payment networks [7][8] - The company is preparing to launch x402, an AI-driven settlement engine that automates various processes in cross-border stablecoin settlement, enhancing efficiency [9] Market Potential - Citi projects that the stablecoin and tokenized cash market could reach up to US$4 trillion by 2030, prompting OwlTing to roll out a comprehensive product suite for 2025 aimed at capturing this growth [10]

Tokenized Assets on Avalanche (AVAX) - Tokenized assets on Avalanche are scaling across multiple issuers [1] Tiered Asset Classification - Tier 1 assets exceed $500 million [1] - Tier 2 assets range from $50 million to $500 million [1] Specific Tokenized Assets - USDT (Tether) and USDC (Circle) are listed as tokenized assets [1] - BUIDL (BlackRock/Securitize), JAAA (Centrifuge), and avUSD (Avant Protocol) are also listed [1]

RT Token Terminal 📊 (@tokenterminal)🏦⛓️ Tokenized assets on @solana are climbing up the market cap ladder:Tier 1 ($1B+): USDC, USDT, PYUSDTier 2 ($100M–$1B): USDG, BUIDL, USDYLeading issuers: @circle @Tether_to @PayPal @global_dollar @BlackRock @Securitize @OndoFinance https://t.co/47Zw6fjDao ...

ETFs went from zero to ~$13.4T because they made markets more simple:1-click diversification, intraday liquidity, improved transparency, and lower fees.Tokenized assets or RWAs improve on these features even further.Tens of trillions more coming onchain. https://t.co/u7XEkwlhLm ...

🏔️🔺 Tokenized assets on @avax are scaling across multiple issuers:Tier 1 ($500M+):• USDT @Tether_to• USDC @circle• BUIDL @BlackRock @SecuritizeTier 2 ($50M–$500M):• JAAA @centrifuge• avUSD @avantprotocol https://t.co/Oa0CgNufk6 ...

RT Token Terminal 📊 (@tokenterminal)🏦⛓️ Tokenized assets on @solana are climbing up the market cap ladder:Tier 1 ($1B+): USDC, USDT, PYUSDTier 2 ($100M–$1B): USDG, BUIDL, USDYLeading issuers: @circle @Tether_to @PayPal @global_dollar @BlackRock @Securitize @OndoFinance https://t.co/47Zw6fjDao ...

🏦⛓️ Tokenized assets on @solana are climbing up the market cap ladder:Tier 1 ($1B+): USDC, USDT, PYUSDTier 2 ($100M–$1B): USDG, BUIDL, USDYLeading issuers: @circle @Tether_to @PayPal @global_dollar @BlackRock @Securitize @OndoFinance https://t.co/47Zw6fjDao ...

RT Joey 🔺 (@joeycannoli9)Avalanche added $490M in Real World Asset (RWA) value over the last 30 days. The newest influx of tokenized assets comes from Blackrock's BUIDL fund. Total value now sits at $1.24 billion across 43 assets 🔺 https://t.co/oSLdX92XIw ...

Core Insights - Bitcoin holders exhibit more "diamond hands" behavior compared to Ethereum holders, with Bitcoin being less frequently moved and treated more as a "digital savings asset" [1][2] - Ethereum, functioning as "digital oil," is actively used for transactions and smart contracts, leading to higher turnover compared to Bitcoin [1][3] Group 1: Bitcoin Characteristics - Bitcoin is largely hoarded with low turnover, indicating a trend of supply migrating into long-term hold wrappers rather than remaining on exchanges [2] - Bitcoin's recent trading price was $95,992, reflecting a nearly 6% decline over the past week, with an all-time high of $126,088 reached in October [5] Group 2: Ethereum Characteristics - Ethereum's long-term holders are mobilizing their coins at a rate three times faster than Bitcoin's long-term holders, indicating a utility-driven behavior [3] - Ethereum's price recently stood at nearly $3,208, down 4.5% over the past week, and it has traded below its all-time high of $4,946 [4] - Approximately one out of every four ETH is locked in native staking and ETFs, showcasing its potential store-of-value use cases despite its active transaction nature [4]