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Polymarket’s move is less about “leaving Polygon” and more about owning the full stack—product control plus value capture.

 

Multiple data points suggest Polymarket may have contributed roughly ~25% of Polygon’s activity in key dimensions (TVL share and gas spend).

 

Timing likely ties to an upcoming TGE: migrating before token issuance avoids higher coordination costs and expands the valuation narrative.

Polymarket plans to leave Polygon and launch its own Ethereum Layer 2, POLY. Here’s the product and economic logic, plus how much value Polymarket likely contributed to Polygon.

 

 

On December 22, an update from leading prediction market Polymarket drew widespread attention across the market. In its Discord community, team member Mustafa confirmed that Polymarket plans to migrate away from Polygon and launch an Ethereum Layer 2 network called POLY—now the project’s top priority.

 

A BREAKUP THAT WASN’T EXACTLY UNEXPECTED

 

Polymarket’s decision to move beyond Polygon is hardly surprising. One is a breakout, headline-grabbing application at the forefront of the market; the other is an aging base layer that has been losing momentum. The gap in market attention and value expectations between the two has long felt misaligned. As Polymarket has grown into a new heavyweight, Polygon’s less consistent network performance (with the most recent outage on December 18) and comparatively thinner ecosystem have increasingly become real constraints.

 

For Polymarket, building its own network is a win-win—both as a product choice and as an economic strategy.

 

On the product side, beyond simply seeking a more stable operating environment, launching its own Layer 2 allows Polymarket to tailor underlying features around its platform’s specific needs, making future upgrades and iterations far easier to execute.

 

More importantly, the bigger value lies in the economics. A self-owned network enables Polymarket to internalize the economic activity and surrounding services generated by its platform—preventing value from leaking to external networks and instead steadily compounding into a long-term, system-level advantage.

 

>>> More to read: What is Polymarket? Web3 Prediction Market

VISIBLE AND HIDDEN ECONOMIC CONTRIBUTIONS

 

As an application-layer heavyweight, Polymarket’s breakout success delivered clear, direct economic value to Polygon. Historical data compiled by Dune analyst dash shows:

 

419,309 monthly active users; 1,766,193 total users historically

 

19.63 million transactions this month; 115 million total transactions historically

 

$1.538 billion in trading volume this month; $14.3 billion in total historical volume

 

As for how to estimate Polymarket’s share of Polygon’s broader economic activity, Odaily Planet Daily noticed a rather striking “coincidental” ratio when comparing the two ecosystems.

 

First, in terms of capital retained on-chain: DefiLlama data shows Polymarket’s total open positions across the platform at roughly $326 million, which is about one quarter of Polygon’s total TVL of $1.19 billion.

 

Second, in terms of gas consumption: Coin Metrics reported in October last year that transactions related to Polymarket were estimated to account for 25% of Polygon’s total gas usage.

 

Since that dataset is somewhat dated, we also checked more recent figures. Dune analyst petertherock shows that in November, Polymarket-related transactions consumed roughly $216,000 in gas, while Token Terminal estimates Polygon’s total gas spend for the same month at about $939,000—again, close to one quarter (around 23%).

 

Of course, this similarity could be partly driven by differences in methodology and time windows. Still, seeing a comparable ratio across multiple dimensions provides a reasonable reference point for approximating Polymarket’s economic significance to Polygon.

 

 

Beyond measurable indicators such as active users, retained capital, transaction volume, and gas contribution, Polymarket’s economic significance to Polygon also shows up in a set of “hidden” contributions—harder to quantify, but just as real.

 

First is its role in activating stablecoin liquidity. Since all Polymarket trades are settled in USDC, the platform’s high-frequency, continuous trading behavior has objectively increased demand for USDC circulation on Polygon and expanded real usage scenarios for the stablecoin on the network.

 

Second is the spillover value of retained users. Even beyond prediction markets, these users may, for convenience, start using other products in the Polygon ecosystem—such as DeFi—thereby strengthening the network’s overall ecosystem value.

 

These contributions are difficult to capture with clean, concrete metrics, but they represent exactly the kind of “real demand” that base-layer networks value most—and struggle the most to attract.

 

>>> More to read: What is POL? Polygon’s Ecosystem Upgrade

WHY NOW? THE ANSWER ISN’T HARD TO GUESS

 

In reality, based on user scale, performance metrics, and market mindshare alone, Polymarket already has the confidence to stand on its own. This is no longer a question of “whether to leave,” but “when to leave.”

 

Choosing to begin the migration at this moment likely comes down to the approaching Polymarket TGE. On one hand, once Polymarket issues a token, its governance structure, incentive framework, and economic model tend to become more fixed—making any underlying migration later significantly more costly and complex. On the other hand, evolving from a “single application” into a full-stack system of “application + base layer” implies a shift in valuation logic. Building its own Layer 2 clearly raises the ceiling for Polymarket, both narratively and from a capital-markets perspective.

 

Ultimately, Polymarket’s departure from Polygon is not merely a straightforward infrastructure move—it’s a snapshot of structural change in the crypto industry. When top-tier applications become capable of independently carrying users, traffic, and economic activity, base-layer networks that fail to provide additional value will inevitably be sidelined.

 

 

 

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〈Polymarket Ditches Polygon: The Economics Behind Its Exit〉這篇文章最早發佈於《CoinRank》。

Vedlejší řetězec je nezávislý paralelní blockchain připojený k hlavnímu řetězci prostřednictvím dvoucestného mostu pro převody aktiv a tokenů.

 

Vedlejší řetězec může zlepšit škálovatelnost a nákladovou efektivitu přizpůsobením konsensu a parametrů bloků pro rychlejší propustnost.

 

Vedlejší řetězec může podporovat kompatibilitu EVM pro snadnější nasazení DApp, ale přináší obchodní ústupky v decentralizaci, odpovědnosti za bezpečnost a složitosti.

Zjistěte, co je vedlejší řetězec, jak se spojuje s hlavním řetězcem prostřednictvím dvoucestných mostů, proč zlepšuje škálovatelnost a klíčové obchodní ústupky v decentralizaci, bezpečnosti a složitosti.

PoW zajišťuje konsensus prostřednictvím výpočtů založených na těžbě, zatímco PoS zajišťuje konsensus prostřednictvím stakingu validátorů.

 

PoW odměňuje těžaře novými mincemi plus poplatky, zatímco PoS typicky odměňuje validátory poplatky za transakce z bloků, které ověřují.

 

PoW čelí obavám o koncentraci hashovací síly, zatímco útoky PoS vyžadují většinové vlastnictví tokenů, což je činí extrémně nákladnými a sebepoškozujícími.

Porovnejte konsensy PoW a PoS: jak těžba a staking ověřují bloky, rozdělují odměny, formují rizika bezpečnosti a proč mnoho nových sítí preferuje PoS.

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Americká vláda si dává třídenní volno, vydání dat EIA odloženo na příští týden
Finanční služby a pokladna Hongkongu a Komise pro cenné papíry a futures: Očekává se, že služby obchodování a úschovy virtuálních aktiv budou zahrnuty do regulačního rámce
#Solana Nadace spustí nový SDK konektor pro připojení peněženky
: Pokrok AGI do roku 2026 vyžaduje nejen technologické průlomy, ale také překlenutí mezery v nasazení aplikací AI

Stablecoins have entered a global regulatory expansion phase driven by the U.S. GENIUS Act and rapid adoption in Asia and Europe.

 

Ethereum captures over half of all stablecoin supply and dominates on chain liquidity inflows, becoming the core beneficiary of the new stablecoin cycle.

 

DeFi on Ethereum is accelerating again with rising TVL and stable yields, making stablecoins a mainstream yield instrument for global investors.

THE GLOBAL STABLECOIN WAVE HAS ALREADY STARTED

 

As the United States passes the GENIUS Act, the path forward for regulated stablecoins becomes clearer. Traditional and crypto native capital now have a compliant instrument for payments, settlement and liquidity provisioning.

 

The United States sets the tone with the GENIUS Act

 

On July 18, President Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins Act (GENIUS Act). The law recognizes stablecoins backed 1:1 by cash, bank deposits or U.S. Treasury bills. Issuers must operate under banking oversight or federal approval and publish monthly reserve reports with third party audits.

 

The U.S. has clearly chosen to advance regulated private stablecoins instead of a centralized CBDC. Key benefits include:

 

• Strengthening the dollar’s global currency position • Increasing demand for U.S. Treasuries • Accelerating cross border settlement and economic efficiency

 

Global regions move quickly on stablecoin regulation

 

Hong Kong enacted its stablecoin bill on August 1 The European Union began enforcing MiCA in 2024 Japan approved USDC as the only legally compliant dollar stablecoin South Korea is preparing a domestic won stablecoin through a consortium of eight banks

 

These developments indicate one direction: stablecoins are becoming a standardized global instrument for payments and financial infrastructure.

 

STABLECOIN MARKET SIZE AND DISTRIBUTION

The total stablecoin market cap has reached 270 billion dollars, doubling the 2021 peak. USDT leads with 164.5 billion dollars (60 percent market share). USDC follows at 65.2 billion dollars. New generation stablecoins like USDe and USDS contribute additional momentum.

Across ecosystems, USDT and USDC capture over 85 percent market share. On Ethereum, USDT accounts for 49 percent and USDC for 29 percent.

ETHEREUM BECOMES THE BIGGEST BENEFICIARY

Ethereum hosts over half of all stablecoins in circulation, giving it unmatched DeFi liquidity depth.

 

On chain capital flows confirm Ethereum’s dominance

 

Artemis data shows strong liquidity concentration:

• Inflows: 21.2 billion dollars • Outflows: 12.8 billion dollars • Net inflow: 8.4 billion dollars

 

Other chains remain largely unchanged, highlighting Ethereum’s clear advantage in capturing stablecoin driven liquidity.

 

Ethereum DeFi enters a new growth phase

 

As inflows accelerate, TVL across major Ethereum DeFi protocols grows by roughly 50 percent month over month. Institutional and traditional finance participants increasingly allocate to lower risk and yield stable on chain products.

 

Ethereum’s DeFi ecosystem is becoming the preferred environment for stable yield strategies.

HOW USERS CAN EARN YIELD WITH STABLECOINS

 

Holding stablecoins is no longer only about trading convenience. Users can earn yield through:

 

Centralized exchange products

 

Platforms like Binance, Bybit and OKX offer stablecoin earn programs and structured products.

Decentralized DeFi protocols

 

Users can earn through DEX LP positions, perps DEX liquidity, lending protocols like AAVE or ecosystems like Hyperliquid.

 

Typical yields range from 4 to 10 percent annually, with higher returns available in DeFi for users comfortable with protocol risk.

CONCLUSION

 

The global stablecoin wave is fully underway. Ethereum stands as the earliest and biggest winner. ETH returned above four thousand dollars and major protocols continue expanding. For institutional and traditional investors seeking low risk and stable yield, Ethereum remains the preferred on chain destination.

 

As more jurisdictions finalize stablecoin regulation, holding regulated fiat stablecoins will become a global habit. Payments and on chain financial applications will accelerate. Stablecoins are evolving into a universal digital money layer with Ethereum at the center of this transformation.

 

〈The Global Stablecoin Wave Arrives and Ethereum DeFi Emerges as the Biggest Winner〉這篇文章最早發佈於《CoinRank》。

According to The Block, decentralized prediction market platform Polymarket confirmed that the recent user account theft incident was due to a security vulnerability in its third-party authentication service provider. Some users who registered through Magic Labs had their funds drained without clicking phishing links or enabling two-factor authentication.
The platform stated that the vulnerability has been fixed, there is no ongoing risk, and affected users will be contacted individually. The exact amount of losses and number of affected users have not been disclosed.
#Polymarket #CryptoScam

Politické iniciativy, institucionální nasazení a veřejná účast tvoří trojitou rezonanci, která urychluje přechod kryptoměn z okrajových spekulativních aktiv do mainstreamového finančního systému.



Inovativní finanční nástroje, jako jsou stablecoiny a Bitcoin ETF, dosahují bezproblémové integrace mezi tradičními financemi a kryptoaktivy, což podporuje hlubokou konvergenci napříč trhy s platbami, investicemi a zajištěním.



Regulační compliance a trendy institucionalizace vedou kryptoměnový trh k postupné zralosti, kterou se očekává, že vytvoří standardizovanější, diverzifikovanější a odolnější finanční ekosystém digitálních aktiv.

The contraction of USDe’s market cap was not the result of a single-day bank run, but rather a prolonged de-scaling process following a systemic market shock.

 

As a crypto-native stablecoin that once reached system-level scale, USDe’s size reduction reflects a broader reassessment of risk associated with complex stablecoin structures.

 

The event does not invalidate the synthetic stablecoin model itself, but highlights the dual pressures of mechanism resilience and market trust under extreme conditions.

Since the “10/11 market shock,” Ethena’s synthetic stablecoin USDe has seen its market capitalization shrink by nearly half, with net outflows of approximately $8.3 billion. According to CoinMarketCap, USDe’s market cap stood close to $14.7 billion as of October 9, but declined to around $6.4 billion within just over two months.

 

STRUCTURAL PRESSURE FROM $8.3 BILLION IN NET OUTFLOWS

 

Once regarded as a “new paradigm” in the stablecoin sector, USDe is now undergoing a pronounced contraction in scale. CoinMarketCap data shows that over roughly two months, USDe’s market capitalization declined from nearly $14.7 billion to approximately $6.4 billion, representing net outflows of about $8.3 billion and an almost 50% reduction in size.

 

Importantly, this process did not manifest as a sudden cliff-like collapse or persistent de-pegging events. Instead, it unfolded as a relatively smooth but sustained contraction over time. From a capital behavior perspective, this resembles a phased de-risking process: initial redemptions driven by heightened uncertainty, followed by more measured risk adjustments by capital allocators, and eventually stabilizing at a lower equilibrium level. This pattern differs materially from short-lived, sentiment-driven anomalies.

 

Because USDe once reached system-level scale, its market cap movements carry broader signaling value beyond a single project. As a representative crypto-native stablecoin, changes in its size directly reflect shifting confidence in “non-reserve, synthetic” stablecoin models, which explains why its contraction has drawn sustained market attention.

 

Figure 1: USDe Historical Market Cap Trend (Q4 2025)

 

FROM ZERO TO $10+ BILLION: THE STAR GROWTH PHASE

 

To understand the significance of USDe’s contraction, it is necessary to revisit its expansion phase. Prior to mid-2024, USDe was among the fastest-growing stablecoins in the market, with a growth trajectory that outpaced many established peers. At its peak, USDe’s market cap approached $15 billion, placing it among the top-tier stablecoins alongside USDT, USDC, and DAI. The journey from launch to a $10 billion scale took less than a year—an exceptionally rapid expansion within the stablecoin sector.

 

This growth was not merely quantitative. It reflected USDe’s successful absorption of large-scale capital and its widespread integration into DeFi protocols and institutional yield strategies. From liquidity pool allocations on major DeFi platforms to low-risk arbitrage strategies employed by quantitative funds, USDe became a core asset. As a result, its scale conferred systemic relevance, making subsequent fluctuations meaningful not only for the project itself but also for stablecoin market structure and DeFi capital allocation logic.

 

A CRYPTO-NATIVE, BANK-FREE STABLECOIN EXPERIMENT

 

USDe’s defining characteristic lies in its departure from bank custody and U.S. Treasury-backed reserves. Instead, it maintains its dollar peg through a combination of spot ETH or stETH collateral and short positions in perpetual futures. From the outset, this approach sought to address a long-standing industry question: must stablecoins rely on traditional financial infrastructure?

 

Within the Web3 narrative, this mechanism carried significant symbolic value. By eliminating dependence on bank accounts and fiat reserves, USDe positioned itself as a fully crypto-native stablecoin, relying entirely on on-chain assets and derivatives markets. Mechanically, spot collateral provides baseline value, while short perpetual positions hedge price volatility, theoretically creating a balanced exposure. This structural differentiation was central to USDe’s rapid rise in visibility and capital inflows during its growth phase.

 

FROM A SINGLE STABLECOIN TO A DEFI CORE VARIABLE

 

USDe’s influence extended well beyond the stablecoin layer. Together with its staking derivative sUSDe, it reshaped yield dynamics within the DeFi ecosystem. While traditional stablecoin yields typically ranged between 3% and 5%, USDe-related strategies delivered yields exceeding 10% during peak periods, with leveraged strategies temporarily reaching even higher levels.

 

Numerous DeFi protocols incorporated USDe as a core asset for liquidity pools, staking mechanisms, and leverage products. This deep integration transformed USDe from a standalone stablecoin into an ecosystem-level variable. Consequently, as USDe supply began to contract, the effects spilled over into associated protocols, contributing to declining yields and liquidity adjustments, further amplifying market focus on its scale reduction.

 

Figure 2：Ethena Protocol TVL Sharp Decline Chart

 

A TEST OF TRUST AFTER SYSTEMIC MARKET VOLATILITY

 

The timing of USDe’s contraction closely aligned with the broader market turbulence around October 11, often referred to as the “10/11 market shock.” During this period, global risk assets experienced heightened volatility, and the crypto market faced sharp drawdowns, with derivatives markets undergoing rapid repricing and shifts in funding conditions.

 

Under these stressed conditions, USDe experienced brief price deviations on major exchanges. While Ethena Labs attributed these movements to technical and data-related factors and the peg was subsequently restored, the episode intensified market scrutiny regarding USDe’s performance under extreme volatility. It is important to note that such stresses were not unique to USDe; many strategies reliant on hedging and funding rates faced challenges during this period. However, USDe’s system-level scale magnified its visibility.

 

On-chain and market behavior following the shock suggests a pattern of sustained redemptions rather than a singular run event. A significant portion of net outflows occurred in the weeks following the initial shock, with redemptions largely driven by large holders and institutional addresses. This behavior is consistent with professional risk management practices—reducing exposure to complex structures as volatility rises—rather than retail panic. Over time, this reassessment contributed to USDe’s prolonged de-scaling.

 

CONCLUSION

 

From a design perspective, USDe’s mechanism offers efficiency advantages in stable market environments, achieving capital efficiency without reliance on traditional financial infrastructure. However, under high-volatility conditions, its stability depends on the simultaneous functioning of multiple factors, including hedging execution, funding rate dynamics, liquidity depth, and collateral price behavior.

 

When markets reverse rapidly, rising hedging costs, shifts in funding rates, and liquidity concentration effects can all exert pressure on synthetic stablecoin structures. This does not imply that the mechanism is inherently invalid, but rather that its risk profile differs fundamentally from that of reserve-backed stablecoins. While traditional models concentrate risk in reserve transparency and liquidity, synthetic models face compounded exposure to market microstructure and derivatives dynamics.

 

Against this backdrop, USDe’s market cap contraction can be viewed as the external manifestation of a broader risk–reward reassessment. As investors recalibrate their tolerance for complexity and volatility, capital has gradually rotated toward more conservative reserve-backed stablecoins. In this sense, the USDe episode serves less as a repudiation of innovation and more as a reminder that stability remains the defining benchmark for stablecoin adoption under stress.

 

Read More:

Why USDe Survived While LUNA Collapsed

The Technical Ghost Behind USDe’s “Depeg”

〈USDe Market Cap Halved: A Test of Trust and Mechanism for Crypto-Native Stablecoins〉這篇文章最早發佈於《CoinRank》。

Plán Crypto.com najmout market makera pro sportovní predikce vyvolal kontroverzi ohledně střetu zájmů.

Živá obchodní soutěž Aster "Člověk vs. AI" končí: ProMint vítězí, AI dosahuje mírné ztráty, ale rozhodujícího vítězství nad lidským týmem.

Agregátor predikčních trhů Rocket dokončuje kolo předběžného financování ve výši 1,5 milionu RMB, vedené Electric Capital.

Bitget Wallet integruje Hyperliquid, čímž rozšiřuje možnosti obchodování s perpetuálními kontrakty na řetězci.

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RWA Tokenization enables real-world assets to become interoperable with blockchain systems through legal structuring, compliant custody, and on-chain settlement.

 

Institutions are adopting RWA Tokenization to improve operational efficiency, transparency, and risk management while maintaining alignment with existing regulatory frameworks.

 

Despite challenges around liquidity and data integration, RWA Tokenization is emerging as a foundational layer connecting traditional finance with on-chain markets.

RWA Tokenization is transforming how real-world assets are issued, managed, and settled by bringing legally structured assets into on-chain financial infrastructure.

 

INTRODUCTION: WHY RWA TOKENIZATION IS BECOMING A CORE FINANCIAL NARRATIVE

 

Over the past decade, the crypto industry has gone through multiple cycles driven by speculation, innovation, and regulatory uncertainty. While early growth was largely fueled by native digital assets and decentralized applications, the current phase is increasingly defined by infrastructure-level transformation. At the center of this shift is RWA Tokenization, a model that brings real-world assets into on-chain financial systems through legally structured and technologically verifiable mechanisms.

 

RWA Tokenization does not simply aim to digitize assets or mirror off-chain prices with tokens. Instead, it rethinks how real-world assets are issued, held, transferred, and settled by leveraging blockchain-native properties such as programmable settlement, transparent recordkeeping, and composability. Through RWA Tokenization, assets like government bonds, private credit, funds, and real estate income streams can be represented on-chain in a way that aligns with existing legal and regulatory frameworks.

 

This trend is closely linked to broader macroeconomic conditions. Higher interest rates, tighter liquidity, and rising capital costs have pushed institutions to prioritize efficiency, transparency, and risk control. At the same time, regulatory clarity around custody, stablecoins, and digital asset infrastructure has improved, making RWA Tokenization operationally feasible at scale. As a result, RWA Tokenization is moving from experimental pilots toward institution-led deployment.

 

More importantly, RWA Tokenization is reshaping the value foundation of crypto markets. By anchoring on-chain finance to legally enforceable assets and real economic activity, RWA Tokenization reduces dependence on speculative demand and positions blockchain as a neutral financial infrastructure layer. This evolution marks a critical step in connecting on-chain systems with the real economy.

 

 

WHAT IS RWA TOKENIZATION

 

DEFINING RWA TOKENIZATION IN MODERN FINANCE

 

RWA Tokenization refers to the process of representing ownership rights or economic claims of real-world assets on a blockchain. Unlike purely synthetic tokens or price-pegged derivatives, properly designed RWA Tokenization ensures that each on-chain token corresponds to a legally enforceable interest in an underlying asset. This legal linkage is essential for institutional adoption and regulatory acceptance.

 

In modern finance, RWA Tokenization typically involves multiple layers of coordination. The underlying asset is first placed into a legally recognized structure, such as a special-purpose vehicle or regulated trust. Tokens are then issued on-chain to represent proportional claims on that structure, whether in the form of ownership rights, revenue participation, or repayment claims. This design allows real-world assets to interact directly with blockchain-based financial systems without compromising legal certainty.

 

RWA Tokenization also introduces standardization to asset representation. By encoding asset rights into programmable tokens, financial products that were previously siloed within specific institutions or jurisdictions become interoperable. This interoperability enables assets to be transferred, pledged, or combined across platforms with significantly lower friction.

 

As a result, RWA Tokenization is increasingly viewed not as a niche crypto application, but as an extension of modern financial infrastructure.

 

WHY RWA TOKENIZATION IS NOT SIMPLE DIGITIZATION

 

A common misconception is that RWA Tokenization is merely a digital wrapper placed around a traditional asset. In reality, digitization alone typically ends at recordkeeping, while RWA Tokenization encompasses the full lifecycle of an asset. This includes issuance, valuation updates, cash flow distribution, risk disclosure, and compliance reporting.

 

In traditional systems, these processes are handled by separate intermediaries, often resulting in delays, opacity, and operational risk. RWA Tokenization consolidates many of these functions into programmable workflows, reducing manual intervention and improving auditability. Smart contracts can automate distributions, enforce transfer restrictions, and provide real-time visibility into asset status.

 

Another key distinction lies in composability. Digitized assets usually remain confined within closed systems. In contrast, assets created through RWA Tokenization can be integrated into broader on-chain financial applications, including lending protocols, structured products, and settlement layers. This composability transforms real-world assets into modular financial components.

 

HOW REAL-WORLD ASSETS MOVE ON-CHAIN

 

LEGAL STRUCTURES BEHIND RWA TOKENIZATION

 

The foundation of any compliant RWA Tokenization framework is legal structuring. Real-world assets must be placed into legally recognized entities that clearly define ownership, risk isolation, and investor rights. Common structures include special-purpose vehicles, trusts, or regulated funds, depending on jurisdiction and asset type.

 

These structures protect investors by isolating assets from the issuer’s balance sheet, clarifying legal claims, and ensuring alignment with securities and property laws. Tokens issued on-chain represent claims on these legal entities, not the physical asset directly.

 

Without robust legal foundations, RWA Tokenization would struggle to scale beyond experimental use cases. Institutions require certainty around ownership, jurisdiction, and recourse mechanisms.

 

 

ON-CHAIN AND OFF-CHAIN DATA INTEGRATION

 

RWA Tokenization relies on continuous synchronization between on-chain records and off-chain asset data. Valuations, cash flows, and material events are updated through audits, disclosures, or trusted data providers.

 

While blockchain ensures immutability, off-chain data accuracy remains critical. RWA Tokenization improves transparency through standardized reporting and immutable logs, reducing information asymmetry compared with traditional systems.

 

WHY INSTITUTIONS ARE ADOPTING ON-CHAIN ASSETS

 

OPERATIONAL EFFICIENCY AND COST REDUCTION

 

Traditional asset settlement involves multiple intermediaries and delayed clearing cycles. RWA Tokenization enables near–real-time settlement and automated reconciliation through smart contracts.

 

These efficiencies reduce counterparty risk, free up capital, and lower back-office costs. For large institutions, even small efficiency gains can translate into meaningful balance-sheet improvements.

 

REGULATORY CLARITY AND RISK MANAGEMENT

 

RWA Tokenization enhances transparency and compliance by embedding regulatory rules directly into on-chain logic. Immutable transaction records and programmable restrictions improve monitoring and reduce enforcement costs.

 

This alignment with regulatory frameworks makes RWA Tokenization a viable pathway for institutional participation.

 

INFRASTRUCTURE REQUIREMENTS FOR RWA TOKENIZATION

 

PUBLIC BLOCKCHAINS AND SECURITY ASSUMPTIONS

 

Institutions prioritize blockchains with strong security guarantees, predictable finality, and mature ecosystems. These factors directly affect asset safety and regulatory confidence.

 

CUSTODY, COMPLIANCE, AND SETTLEMENT LAYERS

 

Regulated custodians manage private keys, asset segregation, and reporting obligations. Together with settlement layers, they form the operational backbone of institutional-grade RWA Tokenization.

 

LIMITATIONS AND CHALLENGES AHEAD

 

LIQUIDITY CONSTRAINTS AND MARKET DEPTH

 

Real-world assets typically trade less frequently than crypto-native assets. Building deep secondary markets for RWA Tokenization requires time, standardization, and broad participation.

 

TRUST, DATA RELIABILITY, AND GOVERNANCE

 

RWA Tokenization still depends on off-chain verification. Strong governance frameworks, audits, and disclosure standards are essential to maintaining long-term trust.

 

CORE ELEMENTS OF RWA TOKENIZATION

 

 

 

RWA TOKENIZATION IS BECOMING CORE FINANCIAL INFRASTRUCTURE

 

RWA Tokenization is no longer a niche experiment but a structural evolution in global finance. By combining legally enforceable asset structures with blockchain settlement, transparency, and programmability, RWA Tokenization enables institutions to adopt on-chain systems while maintaining regulatory discipline.

 

As infrastructure matures and standards improve, RWA Tokenization is positioned to become a central bridge between traditional finance and on-chain markets, reshaping how value is issued, transferred, and managed globally.

〈RWA TOKENIZATION: HOW REAL-WORLD ASSETS ARE MOVING ON-CHAIN〉這篇文章最早發佈於《CoinRank》。

Garrett Jin, zástupce "BTC OG insider whale," uvedl, že trend amerických akcií pohybujících se na blockchainu je býčí pro Nasdaq a Ethereum (ETH), zatímco představuje výzvy pro hráče řízené vysokofrekvenčním obchodováním–jako

l a .

VanEck předpovídá, že Bitcoin se stane jedním z nejlépe výkonných aktiv v roce 2026, přestože byl letos silně zasažen a zaostával za zlatem a Nasdaq 100. Firma poznamenává, že devalvace měny a návrat likvidity by mohly přivést silný návrat pro BTC.

Americká komise pro cenné papíry a burzy (SEC) obvinila tři kryptoměnové platformy a čtyři investiční firmy, že se dohodly na podvodu s maloobchodními investory až do výše 14 milionů dolarů.

Podle stížnosti obžalovaní použili sociální média, aby nalákali investory do falešných obchodních aktivit, přičemž žádné skutečné transakce se ve skutečnosti neuskutečnily.

Tržní predikce na BNB Chain rychle rostou, přičemž Opinion, predict.fun a Probable se objevují jako přední platformy podporované YZi Labs, přičemž každá se odlišuje obchodním měřítkem, designem produktu a mechanismy motivace.

 

Opinion dominuje objemově se zralým systémem bodů, predict.fun přitahuje uživatele prostřednictvím svých fondů predikcí generujících výnosy a Probable vstupuje na trh s bezpoplatkovým, plně on-chain modelem podporovaným PancakeSwap.

 

Tyto platformy společně zdůrazňují různé cesty inovací na trhu predikcí, pokrývající pobídky, efektivitu kapitálu a uživatelskou zkušenost v rámci ekosystému BNB Chain.

Krypto tržní tvůrci již nejsou jednoduchými poskytovateli likvidity, ale strukturálními operátory

Aktivně řídí riziko zásob, směřují likviditu přes fragmentované platformy a stále více ovlivňují, jak jsou ceny objevovány, spíše než aby pouze reagovali na tržní tok.



Likvidita se posunula od dotovaných k selectively priced

Po kolapsu modelů řízených pákovým efektem, nyní krypto tržní tvůrci nasazují kapitál pouze tam, kde lze riziko kvantifikovat a kompenzovat, což ponechává slabší aktiva strukturálně tenčí.

Výkon aktiv závisí na cenové struktuře, přičemž globálně oceňovaná aktiva jsou ovlivněna likviditou dolaru, zatímco lokálně oceňovaná aktiva reagují na regionální růst, politiku a kapitálová omezení.



Ceny kryptoměn jsou globální, ale kapitálové toky jsou lokální, což činí nezbytným sledovat, odkud kapitál rizika pochází, spíše než se spoléhat pouze na makro trendy.



Snížení sazeb nezaručuje růsty kryptoměn; býčí trhy vyžadují kapitál, který je ochoten podstoupit riziko, nikoli pouhou nadbytečnou likviditu ve finančním systému.

Aave is facing a deep governance split as tokenholders debate control over the protocol’s brand and core assets.

 

VanEck expects bitcoin to rebound strongly in 2026 after underperforming major assets this year.

 

The IMF praised El Salvador’s economic growth while easing tensions around the country’s continued bitcoin accumulation.

Aave Community Split Over Brand Control in Key Tokenholder Rights Debate

 

Aave’s community has become sharply divided over who should control the protocol’s brand and related assets, intensifying a long running dispute between the Aave DAO and Aave Labs, the centralized developer firm behind much of the protocol’s technology.

 

The debate was triggered after swap fees from an integrated trading tool flowed to Aave Labs rather than the DAO treasury, raising broader questions about ownership of trademarks, domains, social accounts and other brand assets tied to a protocol with more than $33 billion in total value locked.

 

Supporters of DAO ownership argue that brand control should align with tokenholder risk and governance, while backers of Aave Labs warn that shifting control away from builders could slow development, complicate partnerships and weaken execution. As of the latest vote count, a majority of votes cast oppose transferring ownership to the DAO, with the proposal set to conclude later this week.

 

VanEck Says Bitcoin Could Be Top Performer in 2026 After Lagging This Year

 

Bitcoin has underperformed gold and the Nasdaq 100 this year, but VanEck expects the largest cryptocurrency to stage a strong comeback in 2026, according to the firm’s latest outlook.

 

David Schassler, head of multi asset solutions at VanEck, said bitcoin’s roughly 50% underperformance versus the Nasdaq 100 has created conditions for a rebound as liquidity returns and demand for scarce assets rises amid ongoing currency debasement.

 

VanEck expects gold to continue its rally toward $5,000 next year and believes bitcoin will follow a similar breakout pattern as investors increasingly rotate toward hard assets. Schassler said the firm has been actively buying amid the recent weakness.

 

IMF Praises El Salvador Growth as Tensions Over Bitcoin Holdings Ease

 

The International Monetary Fund praised El Salvador’s stronger than expected economic growth, projecting real GDP expansion of around 4% this year and a positive outlook for 2026, while softening its tone on the country’s bitcoin strategy.

 

Despite earlier IMF recommendations, El Salvador has continued accumulating bitcoin, adding more than 1,000 BTC during November’s market downturn and bringing total holdings to nearly 7,500 BTC, valued at roughly $660 million.

 

The IMF said discussions around El Salvador’s bitcoin project remain ongoing, with a focus on transparency and risk management, while negotiations over the sale of the government’s Chivo wallet are well advanced as part of the broader loan program.

〈CoinRank Daily Data Report (12/24)｜Aave Governance Rift, VanEck Bullish on Bitcoin 2026, IMF Endorses El Salvador Growth〉這篇文章最早發佈於《CoinRank》。