The European session has just opened. Here’s an interesting data point: the total market cap of tokenized stocks has hit $3.9 billion, a new all-time high. $BNB chain leads with $1.2 billion, Ethereum has $840 million, and $SOL 7.4 hundred million. The top three chains together account for 70% of the market. Moving U.S. stocks onto the blockchain is no longer just a narrative—real money is flowing in.
$SOL has another catalyst: Pando Finance’s Solana ETF lists on the Hong Kong Stock Exchange tomorrow, making it the second one in Hong Kong. Its 1.6% fee honestly isn’t cheap, but the signal matters more: compliant capital in Asia is also looking for an entry point.
The macro picture is absurdly chaotic: Trump just announced an Russia-Ukraine “energy ceasefire,” and oil prices promptly fell below $90. Then three oil tankers were blown up in the Strait of Hormuz in three days, while the Houthis are still attacking Saudi airports. Extending an olive branch with one hand while planting bombs with the other—$BTC is holding firm and trading sideways amid this schizophrenic market. By the way, expectations of a December rate hike have surged to 80%. Don’t get your hopes up about liquidity.
My view is simple: slow-moving trends like RWA and ETFs keep building every day. Macro noise is a fast-moving variable—it can shake things up, but it won’t change the direction. Stick to the main trend; don’t let a single tweet shake you out.
NFA DYOR
#币安广场 #RWA #比特币 #SolanaETF #TokenizedStocks
$SOL has another catalyst: Pando Finance’s Solana ETF lists on the Hong Kong Stock Exchange tomorrow, making it the second one in Hong Kong. Its 1.6% fee honestly isn’t cheap, but the signal matters more: compliant capital in Asia is also looking for an entry point.
The macro picture is absurdly chaotic: Trump just announced an Russia-Ukraine “energy ceasefire,” and oil prices promptly fell below $90. Then three oil tankers were blown up in the Strait of Hormuz in three days, while the Houthis are still attacking Saudi airports. Extending an olive branch with one hand while planting bombs with the other—$BTC is holding firm and trading sideways amid this schizophrenic market. By the way, expectations of a December rate hike have surged to 80%. Don’t get your hopes up about liquidity.
My view is simple: slow-moving trends like RWA and ETFs keep building every day. Macro noise is a fast-moving variable—it can shake things up, but it won’t change the direction. Stick to the main trend; don’t let a single tweet shake you out.
NFA DYOR
#币安广场 #RWA #比特币 #SolanaETF #TokenizedStocks