One alarming figure before the U.S. market opens: the 10-year Treasury yield has hit 5.34%, and the 30-year is at 5.70%—levels we haven’t seen since 2002. A December rate hike is fully priced in.
In this environment, $BTC is still holding up better than I expected. Another tanker was hit by projectiles in the Strait of Hormuz over the weekend, but the safe-haven premium is fading: Gulf oil flows have recovered to 81% of pre-war levels, and Saudi Arabia has cut its prices for Asia to a six-year low. It’s a relief that this bout of geopolitical tension hasn’t spilled over into crypto prices.
What really has me excited is RWA. Three big stories in one week:
Ondo has brought tokenized notes to pre-IPO AI companies, with trading available 24/7.
xStocksFi has deployed natively on Monad, adding more than 1,100 tokenized stocks. OKX and ICE are also pushing 24/7 tokenized U.S. equities.
$ETH ’s Glamsterdam test raised the chain’s gas limit to 200 million, clearly paving the way for onchain securities.
My take: high yields are temporary; bringing assets onchain is irreversible. Hold on to your Bitcoin and don’t overtrade. Only touch altcoins with real settlement volume.
NFA DYOR
#RWA #代币化 #加密货币 #区块链 #BinanceSquare
In this environment, $BTC is still holding up better than I expected. Another tanker was hit by projectiles in the Strait of Hormuz over the weekend, but the safe-haven premium is fading: Gulf oil flows have recovered to 81% of pre-war levels, and Saudi Arabia has cut its prices for Asia to a six-year low. It’s a relief that this bout of geopolitical tension hasn’t spilled over into crypto prices.
What really has me excited is RWA. Three big stories in one week:
Ondo has brought tokenized notes to pre-IPO AI companies, with trading available 24/7.
xStocksFi has deployed natively on Monad, adding more than 1,100 tokenized stocks. OKX and ICE are also pushing 24/7 tokenized U.S. equities.
$ETH ’s Glamsterdam test raised the chain’s gas limit to 200 million, clearly paving the way for onchain securities.
My take: high yields are temporary; bringing assets onchain is irreversible. Hold on to your Bitcoin and don’t overtrade. Only touch altcoins with real settlement volume.
NFA DYOR
#RWA #代币化 #加密货币 #区块链 #BinanceSquare