炼金叔叔
68 Posts
炼金叔叔
Square VerifiedReport
Block User
挖掘项目价值 | 专注投研分析 | 输出原创教程
炼金叔叔希望大家都能在这里获得有价值的信息和教程，欢迎交流。
52 Following
1.4K+ Followers
385 Liked
Posts
All
Quotes
·
--
Grok built into X is like someone with no sex drive: ask it anything about stock investing or crypto, and it just plays dead.
So Uncle asked the same questions on the Grok bot, and the answers turned out to be surprisingly high-quality.
So, with the crypto market this dead, what else can we do?
Grok thinks that the colder the market gets, the more certainty shifts from “making money off other people” to “collecting service fees.” Here are the strategies, from most to least certain 👇
1️⃣ Earn steady yield: Put USDC and USDT into Aave, Morpho, or exchange yield products for roughly 4%–10% annualized. Pendle lets you lock in a fixed rate. The returns aren’t huge, but this is the surest bet in a dead market.
2️⃣ Funding-rate arbitrage: Go long spot and short perpetuals on the same coin to hedge out price movements and earn only the funding payments. No need to predict the direction. Ideally, switch sides in a bear market when everyone is rushing to short and funding rates turn negative.
3️⃣ New token launches and Alpha launches: Binance Alpha points, Launchpool, and new-token mining on various exchanges.
4️⃣ RWA and tokenized U.S. stocks: Things like Surf-style stock NFTs and on-chain U.S. Treasuries. If crypto isn’t doing well, use on-chain channels to make money from off-chain assets. This is the strongest narrative right now.
5️⃣ Sell the shovels: Your services are worth more when things are quiet. You can take on project partnerships, earn referral commissions, or run a paid community.
Grok built into X is like someone with no sex drive: ask it anything about stock investing or crypto, and it just plays dead.
So Uncle asked the same questions on the Grok bot, and the answers turned out to be surprisingly high-quality.
So, with the crypto market this dead, what else can we do?
Grok thinks that the colder the market gets, the more certainty shifts from “making money off other people” to “collecting service fees.” Here are the strategies, from most to least certain 👇
1️⃣ Earn steady yield: Put USDC and USDT into Aave, Morpho, or exchange yield products for roughly 4%–10% annualized. Pendle lets you lock in a fixed rate. The returns aren’t huge, but this is the surest bet in a dead market.
2️⃣ Funding-rate arbitrage: Go long spot and short perpetuals on the same coin to hedge out price movements and earn only the funding payments. No need to predict the direction. Ideally, switch sides in a bear market when everyone is rushing to short and funding rates turn negative.
3️⃣ New token launches and Alpha launches: Binance Alpha points, Launchpool, and new-token mining on various exchanges.
4️⃣ RWA and tokenized U.S. stocks: Things like Surf-style stock NFTs and on-chain U.S. Treasuries. If crypto isn’t doing well, use on-chain channels to make money from off-chain assets. This is the strongest narrative right now.
5️⃣ Sell the shovels: Your services are worth more when things are quiet. You can take on project partnerships, earn referral commissions, or run a paid community.
So Uncle asked the same questions on the Grok bot, and the answers turned out to be surprisingly high-quality.
So, with the crypto market this dead, what else can we do?
Grok thinks that the colder the market gets, the more certainty shifts from “making money off other people” to “collecting service fees.” Here are the strategies, from most to least certain 👇
1️⃣ Earn steady yield: Put USDC and USDT into Aave, Morpho, or exchange yield products for roughly 4%–10% annualized. Pendle lets you lock in a fixed rate. The returns aren’t huge, but this is the surest bet in a dead market.
2️⃣ Funding-rate arbitrage: Go long spot and short perpetuals on the same coin to hedge out price movements and earn only the funding payments. No need to predict the direction. Ideally, switch sides in a bear market when everyone is rushing to short and funding rates turn negative.
3️⃣ New token launches and Alpha launches: Binance Alpha points, Launchpool, and new-token mining on various exchanges.
4️⃣ RWA and tokenized U.S. stocks: Things like Surf-style stock NFTs and on-chain U.S. Treasuries. If crypto isn’t doing well, use on-chain channels to make money from off-chain assets. This is the strongest narrative right now.
5️⃣ Sell the shovels: Your services are worth more when things are quiet. You can take on project partnerships, earn referral commissions, or run a paid community.
43
1
59
961
·
--
Article
Investment research on a $9M-funded RWA project—Dow ProtocolThe recent market is indeed so dry it feels like crypto might be about to crash to death. But if you break the market down, you’ll see a different perspective—for example, the stablecoin narrative has already hit a growth bottleneck, and since the start of 2026 it has still stayed around the $300B mark.
But the RWA track has been continuously attracting capital, and nobody even brings up US stock tokenization. Whether on CEXs or DEXs, everyone is listing US stock tokens like crazy. Growth in other RWA sub-sectors is also clearly evident: since the beginning of the year, the market size has grown from $23.4B to $37.2B—up 58% in seven months.
Uncle thinks the logic of finding projects through the RWA thread is relatively solid, so he’d like to share today’s investment research project: Dow Prototol.
Investment research on a $9M-funded RWA project—Dow Protocol
The recent market is indeed so dry it feels like crypto might be about to crash to death. But if you break the market down, you’ll see a different perspective—for example, the stablecoin narrative has already hit a growth bottleneck, and since the start of 2026 it has still stayed around the $300B mark.
But the RWA track has been continuously attracting capital, and nobody even brings up US stock tokenization. Whether on CEXs or DEXs, everyone is listing US stock tokens like crazy. Growth in other RWA sub-sectors is also clearly evident: since the beginning of the year, the market size has grown from $23.4B to $37.2B—up 58% in seven months.
Uncle thinks the logic of finding projects through the RWA thread is relatively solid, so he’d like to share today’s investment research project: Dow Prototol.
But the RWA track has been continuously attracting capital, and nobody even brings up US stock tokenization. Whether on CEXs or DEXs, everyone is listing US stock tokens like crazy. Growth in other RWA sub-sectors is also clearly evident: since the beginning of the year, the market size has grown from $23.4B to $37.2B—up 58% in seven months.
Uncle thinks the logic of finding projects through the RWA thread is relatively solid, so he’d like to share today’s investment research project: Dow Prototol.
1
6
309
·
--
Today the US stock market overall is relatively weak; both tech and semiconductors are pulling back.
With a market like this, I don’t really want to chase the most severely beaten-down names.
In the end, I chose to go long on $AAPLB AAPLB. The reason is simple: even though Apple is weaker than the broader market today, it still maintains relative strength. Clearly, money is more willing to group around this kind of leading company with higher certainty.
So Uncle’s plan is to wait for the pullback to stabilize before entering.
For the short term, watch the 344–346 area first. If it breaks below 338, exit.
Before the earnings report, I won’t take a full overnight position.
#TradFi晒单
Today the US stock market overall is relatively weak; both tech and semiconductors are pulling back.
With a market like this, I don’t really want to chase the most severely beaten-down names.
In the end, I chose to go long on $AAPLB AAPLB. The reason is simple: even though Apple is weaker than the broader market today, it still maintains relative strength. Clearly, money is more willing to group around this kind of leading company with higher certainty.
So Uncle’s plan is to wait for the pullback to stabilize before entering.
For the short term, watch the 344–346 area first. If it breaks below 338, exit.
Before the earnings report, I won’t take a full overnight position.
#TradFi晒单
With a market like this, I don’t really want to chase the most severely beaten-down names.
In the end, I chose to go long on $AAPLB AAPLB. The reason is simple: even though Apple is weaker than the broader market today, it still maintains relative strength. Clearly, money is more willing to group around this kind of leading company with higher certainty.
So Uncle’s plan is to wait for the pullback to stabilize before entering.
For the short term, watch the 344–346 area first. If it breaks below 338, exit.
Before the earnings report, I won’t take a full overnight position.
#TradFi晒单
9
372
·
--
Solana ecosystem unissued token project Onre progress tracking
I wanted to add more Onre as well, but I tried to use the Onre Kamino loop loan—unfortunately the pool is full and there’s no quota left.
For retail investors, I don’t know, but I feel there’s a lot of money from institutions in this.
The total TVL across Kamino’s three pools—ONyc/USDC, USDG, and USDS—is close to 90 million USD.
Solana ecosystem unissued token project Onre progress tracking
I wanted to add more Onre as well, but I tried to use the Onre Kamino loop loan—unfortunately the pool is full and there’s no quota left.
For retail investors, I don’t know, but I feel there’s a lot of money from institutions in this.
The total TVL across Kamino’s three pools—ONyc/USDC, USDG, and USDS—is close to 90 million USD.
I wanted to add more Onre as well, but I tried to use the Onre Kamino loop loan—unfortunately the pool is full and there’s no quota left.
For retail investors, I don’t know, but I feel there’s a lot of money from institutions in this.
The total TVL across Kamino’s three pools—ONyc/USDC, USDG, and USDS—is close to 90 million USD.
5
182
·
--
Bullish
$BTC If I lose, I’ll quit
I’ll trade until I hit 200k
$BTC If I lose, I’ll quit
I’ll trade until I hit 200k
I’ll trade until I hit 200k
1
8
273
·
--
Bullish
Rug-wool momentum is weak, and uncle has to learn trading too
Uncle’s approach to selecting assets is simple: follow institutional money
Among the ongoing areas with incremental on-chain activity, RWA is one category to consider
And has the coin price dropped nearly 60% from its high point—$RE —will there be an opportunity?
Besides buying spot, what other angles do retail investors have to get involved?
👉 Entry angles
1️⃣ Hold reUSD or reUSDe, earn yield from the underlying insurance business
From what it looks like, the returns are indeed pretty attractive. reUSD has an annualized yield of 6.2%, reUSDe has an annualized yield of 12.2%. For safety, TVL is also close to $570 million, putting it among the top-tier projects in DeFi
2️⃣ Hold or stake $RE and participate in protocol governance
👉 Now let’s look at the price action
RE previously peaked at $1.079 and bottomed out at $0.357. It’s around $0.44 now. The sell pressure from airdrop claims and early allocations has already been hit once
So for the short term, I’m watching $0.5 first. If it goes lower, the support from the prior lows is still there—I'll pick up some spot!
Not investment advice
DYOR~
Rug-wool momentum is weak, and uncle has to learn trading too
Uncle’s approach to selecting assets is simple: follow institutional money
Among the ongoing areas with incremental on-chain activity, RWA is one category to consider
And has the coin price dropped nearly 60% from its high point—$RE —will there be an opportunity?
Besides buying spot, what other angles do retail investors have to get involved?
👉 Entry angles
1️⃣ Hold reUSD or reUSDe, earn yield from the underlying insurance business
From what it looks like, the returns are indeed pretty attractive. reUSD has an annualized yield of 6.2%, reUSDe has an annualized yield of 12.2%. For safety, TVL is also close to $570 million, putting it among the top-tier projects in DeFi
2️⃣ Hold or stake $RE and participate in protocol governance
👉 Now let’s look at the price action
RE previously peaked at $1.079 and bottomed out at $0.357. It’s around $0.44 now. The sell pressure from airdrop claims and early allocations has already been hit once
So for the short term, I’m watching $0.5 first. If it goes lower, the support from the prior lows is still there—I'll pick up some spot!
Not investment advice
DYOR~
Uncle’s approach to selecting assets is simple: follow institutional money
Among the ongoing areas with incremental on-chain activity, RWA is one category to consider
And has the coin price dropped nearly 60% from its high point—$RE —will there be an opportunity?
Besides buying spot, what other angles do retail investors have to get involved?
👉 Entry angles
1️⃣ Hold reUSD or reUSDe, earn yield from the underlying insurance business
From what it looks like, the returns are indeed pretty attractive. reUSD has an annualized yield of 6.2%, reUSDe has an annualized yield of 12.2%. For safety, TVL is also close to $570 million, putting it among the top-tier projects in DeFi
2️⃣ Hold or stake $RE and participate in protocol governance
👉 Now let’s look at the price action
RE previously peaked at $1.079 and bottomed out at $0.357. It’s around $0.44 now. The sell pressure from airdrop claims and early allocations has already been hit once
So for the short term, I’m watching $0.5 first. If it goes lower, the support from the prior lows is still there—I'll pick up some spot!
Not investment advice
DYOR~
4
471
·
--
Solana ecosystem Perp Dex project Phoenix prepares to distribute 420,000 USDC
This event is Flight Club. It just launched today and will run for one month. Every day, 15,000 USDC is distributed. As long as you trade, you’ll get rewards. Keeping your position also earns rewards. Distribution happens daily at 3:00 AM Beijing Time.
You don’t need to look at your profit situation to get a share of the U—there’s more to it. You can open a position and try it out.
Not for those without a promo—haven’t brought the invite.
Pure sharing
Solana ecosystem Perp Dex project Phoenix prepares to distribute 420,000 USDC
This event is Flight Club. It just launched today and will run for one month. Every day, 15,000 USDC is distributed. As long as you trade, you’ll get rewards. Keeping your position also earns rewards. Distribution happens daily at 3:00 AM Beijing Time.
You don’t need to look at your profit situation to get a share of the U—there’s more to it. You can open a position and try it out.
Not for those without a promo—haven’t brought the invite.
Pure sharing
This event is Flight Club. It just launched today and will run for one month. Every day, 15,000 USDC is distributed. As long as you trade, you’ll get rewards. Keeping your position also earns rewards. Distribution happens daily at 3:00 AM Beijing Time.
You don’t need to look at your profit situation to get a share of the U—there’s more to it. You can open a position and try it out.
Not for those without a promo—haven’t brought the invite.
Pure sharing
3
249
·
--
DeepSeek valued at 500 billion yuan……
It left me completely stunned. It feels like capital has already formed a consensus—no more pretending. Everyone’s collectively betting on AI. If it can deliver, we all share the cake; if it can’t, we all go down together. Who cares what happens to the future—making money in a bubble is what matters.
DeepSeek valued at 500 billion yuan……
It left me completely stunned. It feels like capital has already formed a consensus—no more pretending. Everyone’s collectively betting on AI. If it can deliver, we all share the cake; if it can’t, we all go down together. Who cares what happens to the future—making money in a bubble is what matters.
It left me completely stunned. It feels like capital has already formed a consensus—no more pretending. Everyone’s collectively betting on AI. If it can deliver, we all share the cake; if it can’t, we all go down together. Who cares what happens to the future—making money in a bubble is what matters.
3
374
·
--
The market has already reached a consensus on Zhaoxin’s market value— the bottom is already set at three trillion yuan.
So, by no means—absolutely千万千万不要 get carried away and short it. You’ll be in for a very惨 fate.
Here’s a funny story about Zhaoxin’s listing: the worst case is Yang Guoqiang. In 2021, Country Garden bought 900 million shares of Zhaoxin for 2 billion yuan. Three years later, he transferred them to Hefei state-owned assets. If he had kept holding, the value would have exceeded 40 billion yuan, which would be a 20-fold gain— and Country Garden could have turned its fortunes around directly.
The market has already reached a consensus on Zhaoxin’s market value— the bottom is already set at three trillion yuan.
So, by no means—absolutely千万千万不要 get carried away and short it. You’ll be in for a very惨 fate.
Here’s a funny story about Zhaoxin’s listing: the worst case is Yang Guoqiang. In 2021, Country Garden bought 900 million shares of Zhaoxin for 2 billion yuan. Three years later, he transferred them to Hefei state-owned assets. If he had kept holding, the value would have exceeded 40 billion yuan, which would be a 20-fold gain— and Country Garden could have turned its fortunes around directly.
So, by no means—absolutely千万千万不要 get carried away and short it. You’ll be in for a very惨 fate.
Here’s a funny story about Zhaoxin’s listing: the worst case is Yang Guoqiang. In 2021, Country Garden bought 900 million shares of Zhaoxin for 2 billion yuan. Three years later, he transferred them to Hefei state-owned assets. If he had kept holding, the value would have exceeded 40 billion yuan, which would be a 20-fold gain— and Country Garden could have turned its fortunes around directly.
3
1.6k
·
--
Choose good projects for staking, where should stablecoins go?
Uncle analyzes:
1️⃣ Huma: The OG and pioneer pools have opened, and Uncle expects the annualized return from airdrop conversion to be between 30%-60%.
2️⃣ Yala: Currently unable to estimate the value of the airdrop, but stablecoins can earn close to 10% interest.
3️⃣ River: The satUSD stablecoin can earn nearly 14% annualized interest, plus 2x $RIVER points.
4️⃣ Rate-X: A DeFi project in the Solana ecosystem, with strong resources from the project team, stablecoin interest can reach around 13%, plus 4x RateX points.
5️⃣ OpenEden: I just participated yesterday, stablecoin USDO interest is around 10%, plus 12x points.
6️⃣ StandX: Interest is slightly lower, around 6.3%, but this project is focused on perpetual contract exchanges, founded by the original contract head of Binance (if I remember correctly), expected to launch products in August, definitely will have activities later.
Choose good projects for staking, where should stablecoins go?
Uncle analyzes:
1️⃣ Huma: The OG and pioneer pools have opened, and Uncle expects the annualized return from airdrop conversion to be between 30%-60%.
2️⃣ Yala: Currently unable to estimate the value of the airdrop, but stablecoins can earn close to 10% interest.
3️⃣ River: The satUSD stablecoin can earn nearly 14% annualized interest, plus 2x $RIVER points.
4️⃣ Rate-X: A DeFi project in the Solana ecosystem, with strong resources from the project team, stablecoin interest can reach around 13%, plus 4x RateX points.
5️⃣ OpenEden: I just participated yesterday, stablecoin USDO interest is around 10%, plus 12x points.
6️⃣ StandX: Interest is slightly lower, around 6.3%, but this project is focused on perpetual contract exchanges, founded by the original contract head of Binance (if I remember correctly), expected to launch products in August, definitely will have activities later.
Uncle analyzes:
1️⃣ Huma: The OG and pioneer pools have opened, and Uncle expects the annualized return from airdrop conversion to be between 30%-60%.
2️⃣ Yala: Currently unable to estimate the value of the airdrop, but stablecoins can earn close to 10% interest.
3️⃣ River: The satUSD stablecoin can earn nearly 14% annualized interest, plus 2x $RIVER points.
4️⃣ Rate-X: A DeFi project in the Solana ecosystem, with strong resources from the project team, stablecoin interest can reach around 13%, plus 4x RateX points.
5️⃣ OpenEden: I just participated yesterday, stablecoin USDO interest is around 10%, plus 12x points.
6️⃣ StandX: Interest is slightly lower, around 6.3%, but this project is focused on perpetual contract exchanges, founded by the original contract head of Binance (if I remember correctly), expected to launch products in August, definitely will have activities later.
1
2
18
17.5k
·
--
Article
From Fragmentation to Unity: How Jumper + LI.FI Solve the Cross-Chain User Experience Problem?I just wanted to cross a chain, but ended up being educated all night.
Have you ever encountered a situation where you just wanted to transfer some USDC from ARB to SOL, but ended up having to open 8 websites, switch wallet networks, prepare Gas for the target chain, and pick the bridge yourself, only to have the transaction fail after all that operation? 🤡
Why is the cross-chain experience so difficult?
It's not that there are too few bridges or that the technology is insufficient, but rather that the experience is too fragmented and the logic is too scattered—what we need is not more bridges, but a method to 'unify' these bridges.
Thus, Jumper and LI.FI emerged.
1. Who is LI.FI? What is Jumper?
From Fragmentation to Unity: How Jumper + LI.FI Solve the Cross-Chain User Experience Problem?
I just wanted to cross a chain, but ended up being educated all night.
Have you ever encountered a situation where you just wanted to transfer some USDC from ARB to SOL, but ended up having to open 8 websites, switch wallet networks, prepare Gas for the target chain, and pick the bridge yourself, only to have the transaction fail after all that operation? 🤡
Why is the cross-chain experience so difficult?
It's not that there are too few bridges or that the technology is insufficient, but rather that the experience is too fragmented and the logic is too scattered—what we need is not more bridges, but a method to 'unify' these bridges.
Thus, Jumper and LI.FI emerged.
1. Who is LI.FI? What is Jumper?
Have you ever encountered a situation where you just wanted to transfer some USDC from ARB to SOL, but ended up having to open 8 websites, switch wallet networks, prepare Gas for the target chain, and pick the bridge yourself, only to have the transaction fail after all that operation? 🤡
Why is the cross-chain experience so difficult?
It's not that there are too few bridges or that the technology is insufficient, but rather that the experience is too fragmented and the logic is too scattered—what we need is not more bridges, but a method to 'unify' these bridges.
Thus, Jumper and LI.FI emerged.
1. Who is LI.FI? What is Jumper?
1
6
12k
·
--
Article
Solv, the leader in the BTC track, ventures into RWA: it's not about catching the hot topics well, but about choosing the right direction.Having been in this industry for a long time, seeing a combination like 'BTCFi + RWA' gives the first reaction of—here comes another concept talk.
But for this project, after watching for a while, I still decided to write it down. Not because it has a loud promotion, but because it is indeed trying to solve some old problems in the Bitcoin ecosystem: unable to yield, non-compliance, inability to combine, and institutions unable to enter.
And Solv is not just randomly trying to 'generate yield for BTC', what it is doing is a relatively restrained, yet very clear route.
1. To put it simply, what Solv is doing:
Solv, the leader in the BTC track, ventures into RWA: it's not about catching the hot topics well, but about choosing the right direction.
Having been in this industry for a long time, seeing a combination like 'BTCFi + RWA' gives the first reaction of—here comes another concept talk.
But for this project, after watching for a while, I still decided to write it down. Not because it has a loud promotion, but because it is indeed trying to solve some old problems in the Bitcoin ecosystem: unable to yield, non-compliance, inability to combine, and institutions unable to enter.
And Solv is not just randomly trying to 'generate yield for BTC', what it is doing is a relatively restrained, yet very clear route.
1. To put it simply, what Solv is doing:
But for this project, after watching for a while, I still decided to write it down. Not because it has a loud promotion, but because it is indeed trying to solve some old problems in the Bitcoin ecosystem: unable to yield, non-compliance, inability to combine, and institutions unable to enter.
And Solv is not just randomly trying to 'generate yield for BTC', what it is doing is a relatively restrained, yet very clear route.
1. To put it simply, what Solv is doing:
3
3
7
8.4k
·
--
Article
Capital is no longer the only thing, talking is the new narrative of Web3——River4FUN participation guideI’ve been keeping an eye on River for a long time - you may have heard a lot of people calling it River recently, but this is not a new project that suddenly popped up.
👉 Let me start with the background - Riverdot Inc was initially positioned to cooperate with the BTC ecosystem and try to introduce the power of Bitcoin into the DeFi track. Unfortunately, in the past year, the BTC ecosystem has not produced any particularly representative public chain projects, and River has not been able to break out against the wind.
But this team can turn and catch hot spots.
In the Web3 world, if a project wants to succeed, it is far from enough to have technology and ideals alone. I believe that the prerequisite for the success of a web3 project is that "the project must be popular enough."
Capital is no longer the only thing, talking is the new narrative of Web3——River4FUN participation guide
I’ve been keeping an eye on River for a long time - you may have heard a lot of people calling it River recently, but this is not a new project that suddenly popped up.
👉 Let me start with the background - Riverdot Inc was initially positioned to cooperate with the BTC ecosystem and try to introduce the power of Bitcoin into the DeFi track. Unfortunately, in the past year, the BTC ecosystem has not produced any particularly representative public chain projects, and River has not been able to break out against the wind.
But this team can turn and catch hot spots.
In the Web3 world, if a project wants to succeed, it is far from enough to have technology and ideals alone. I believe that the prerequisite for the success of a web3 project is that "the project must be popular enough."
👉 Let me start with the background - Riverdot Inc was initially positioned to cooperate with the BTC ecosystem and try to introduce the power of Bitcoin into the DeFi track. Unfortunately, in the past year, the BTC ecosystem has not produced any particularly representative public chain projects, and River has not been able to break out against the wind.
But this team can turn and catch hot spots.
In the Web3 world, if a project wants to succeed, it is far from enough to have technology and ideals alone. I believe that the prerequisite for the success of a web3 project is that "the project must be popular enough."
2
1
3
13.6k
·
--
Article
RWA - What the hell? Why is it so popular all of a sudden?Let's first look at a very impressive set of data: As of the end of May 2025, the scale of real-world assets (RWA) on the global chain has reached 23 billion US dollars, with a monthly growth rate of 6.4%. Among them, private credit and US Treasury bonds accounted for more than 20 billion US dollars, and have firmly taken the main throne. In other words, RWA is no longer just a slogan, but a real move to move assets onto the chain.
Data source: https://app.rwa.xyz/
👉What is RWA? It’s not that mysterious: you may have only speculated on BTC, ETH and altcoins before, but now even houses, bonds and gold can be “shared” on the chain - this is the magic of RWA (Real-World Asset).
RWA - What the hell? Why is it so popular all of a sudden?
Let's first look at a very impressive set of data: As of the end of May 2025, the scale of real-world assets (RWA) on the global chain has reached 23 billion US dollars, with a monthly growth rate of 6.4%. Among them, private credit and US Treasury bonds accounted for more than 20 billion US dollars, and have firmly taken the main throne. In other words, RWA is no longer just a slogan, but a real move to move assets onto the chain.
Data source: https://app.rwa.xyz/
👉What is RWA? It’s not that mysterious: you may have only speculated on BTC, ETH and altcoins before, but now even houses, bonds and gold can be “shared” on the chain - this is the magic of RWA (Real-World Asset).
Data source: https://app.rwa.xyz/
👉What is RWA? It’s not that mysterious: you may have only speculated on BTC, ETH and altcoins before, but now even houses, bonds and gold can be “shared” on the chain - this is the magic of RWA (Real-World Asset).
3
3
6
18.2k
·
--
Article
How much is that pizza worth now? - A fifteen-year evolution of Bitcoin🍕 Everything starts with a pizza...
Today is May 22, 2025, which is also the Bitcoin Pizza Day that has circulated in the crypto community for many years.
Five years ago, on May 22, 2010, a programmer bought two pizzas in Florida for 10,000 bitcoins. At that time, BTC was just a digital toy in the geek circle, worth nothing. But now? Ten thousand BTC is equivalent to... I've never seen such a large number.
This is the charm of Bitcoin: from the naive attempt of exchanging pizzas for coins to now standing at $100,000, with a total market value approaching $20 trillion. It not only supports the core narrative of the crypto world but also prompts the entire world to rethink what 'money' really is.
How much is that pizza worth now? - A fifteen-year evolution of Bitcoin
🍕 Everything starts with a pizza...
Today is May 22, 2025, which is also the Bitcoin Pizza Day that has circulated in the crypto community for many years.
Five years ago, on May 22, 2010, a programmer bought two pizzas in Florida for 10,000 bitcoins. At that time, BTC was just a digital toy in the geek circle, worth nothing. But now? Ten thousand BTC is equivalent to... I've never seen such a large number.
This is the charm of Bitcoin: from the naive attempt of exchanging pizzas for coins to now standing at $100,000, with a total market value approaching $20 trillion. It not only supports the core narrative of the crypto world but also prompts the entire world to rethink what 'money' really is.
Today is May 22, 2025, which is also the Bitcoin Pizza Day that has circulated in the crypto community for many years.
Five years ago, on May 22, 2010, a programmer bought two pizzas in Florida for 10,000 bitcoins. At that time, BTC was just a digital toy in the geek circle, worth nothing. But now? Ten thousand BTC is equivalent to... I've never seen such a large number.
This is the charm of Bitcoin: from the naive attempt of exchanging pizzas for coins to now standing at $100,000, with a total market value approaching $20 trillion. It not only supports the core narrative of the crypto world but also prompts the entire world to rethink what 'money' really is.
9
3
6
16.6k
·
--
Article
Why Hyperion? A power shift in Aptos DEX.In the past few weeks, the DEX landscape of the Aptos ecosystem is being completely rewritten by a newcomer.
That's right, I am referring to Hyperion. A hybrid DEX that has been online for only 3 months and has yet to issue a token, is overwhelming established competitors—Thala, LiquidSwap, and Cellana Finance—at an astonishing speed.
I checked the latest data from DefiLlama, and Hyperion's total transaction volume in the past 7 days reached $448 million, not only maintaining the top spot among Aptos DEXs but also growing +51.63% month-over-month. In comparison, Thala dropped by 52% during the same period, and Cellana plummeted nearly 96%. Data doesn't lie; the landscape is being restructured.
Why Hyperion? A power shift in Aptos DEX.
In the past few weeks, the DEX landscape of the Aptos ecosystem is being completely rewritten by a newcomer.
That's right, I am referring to Hyperion. A hybrid DEX that has been online for only 3 months and has yet to issue a token, is overwhelming established competitors—Thala, LiquidSwap, and Cellana Finance—at an astonishing speed.
I checked the latest data from DefiLlama, and Hyperion's total transaction volume in the past 7 days reached $448 million, not only maintaining the top spot among Aptos DEXs but also growing +51.63% month-over-month. In comparison, Thala dropped by 52% during the same period, and Cellana plummeted nearly 96%. Data doesn't lie; the landscape is being restructured.
That's right, I am referring to Hyperion. A hybrid DEX that has been online for only 3 months and has yet to issue a token, is overwhelming established competitors—Thala, LiquidSwap, and Cellana Finance—at an astonishing speed.
I checked the latest data from DefiLlama, and Hyperion's total transaction volume in the past 7 days reached $448 million, not only maintaining the top spot among Aptos DEXs but also growing +51.63% month-over-month. In comparison, Thala dropped by 52% during the same period, and Cellana plummeted nearly 96%. Data doesn't lie; the landscape is being restructured.
4
16.5k
·
--
Article
SNS LFG Airdrop Event Analysis | Task Ranking Strategy GuideA few days ago, SNS officially distributed the first batch of $SNS airdrops, accounting for 20% of the total supply. Users who registered a .sol domain name before the snapshot can claim it. The official also mentioned that there will be second and third phase airdrop activities, each accounting for 20% of the total supply, which is worth paying attention to.
👉 Airdrop query address: https://airdrop.sns.id
I've researched a bit, and a few days ago I registered my first .sol domain name just in case. Next, I will systematically organize SNS’s project positioning, token economy, participation paths, and precautions for everyone's reference.
SNS LFG Airdrop Event Analysis | Task Ranking Strategy Guide
A few days ago, SNS officially distributed the first batch of $SNS airdrops, accounting for 20% of the total supply. Users who registered a .sol domain name before the snapshot can claim it. The official also mentioned that there will be second and third phase airdrop activities, each accounting for 20% of the total supply, which is worth paying attention to.
👉 Airdrop query address: https://airdrop.sns.id
I've researched a bit, and a few days ago I registered my first .sol domain name just in case. Next, I will systematically organize SNS’s project positioning, token economy, participation paths, and precautions for everyone's reference.
👉 Airdrop query address: https://airdrop.sns.id
I've researched a bit, and a few days ago I registered my first .sol domain name just in case. Next, I will systematically organize SNS’s project positioning, token economy, participation paths, and precautions for everyone's reference.
2
6
15.5k
·
--
Article
Explore Maximizing Returns on the Aptos Chain—Kofi's Participation TutorialJust got off Amnis, and the snapshot here at Meso has just ended. Looking at this meager amount of APT in my wallet makes me worried—everyone says that not moving assets means depreciation, so what can I do next? Recently, I've been studying Kofi, a liquid staking project on Aptos, which offers slightly more yield than just holding APT and allows for seamless interaction with Hyperion, so why not give it a try.
1. What is Kofi?
If you are an Aptos ecosystem user, holding a lot of APT and feel that 'simply holding APT is too wasteful and not flexible enough', then Kofi might offer you new ideas.
Explore Maximizing Returns on the Aptos Chain—Kofi's Participation Tutorial
Just got off Amnis, and the snapshot here at Meso has just ended. Looking at this meager amount of APT in my wallet makes me worried—everyone says that not moving assets means depreciation, so what can I do next? Recently, I've been studying Kofi, a liquid staking project on Aptos, which offers slightly more yield than just holding APT and allows for seamless interaction with Hyperion, so why not give it a try.
1. What is Kofi?
If you are an Aptos ecosystem user, holding a lot of APT and feel that 'simply holding APT is too wasteful and not flexible enough', then Kofi might offer you new ideas.
1. What is Kofi?
If you are an Aptos ecosystem user, holding a lot of APT and feel that 'simply holding APT is too wasteful and not flexible enough', then Kofi might offer you new ideas.
3
13.3k
·
--
Article
Casual Discussion Topic — Can Issuing Tokens Really Create Value Out of Thin Air?Watching project after project issue tokens and seemingly create billions in market cap feels absurd. It’s just pressing a button, writing some code; how can it turn into money? In fact, this question is not only asked by newcomers; many seasoned players understand it verbally but haven't fully grasped it in their hearts. Today, let's talk about this phenomenon of making money out of thin air.
One, why can issuing tokens sell?
Let me explain a very common principle: a piece of paper that says movie ticket can be worth dozens; if it says stock, it can be worth hundreds or thousands; if it says lottery, some people are willing to spend money for hope... Aren't they essentially quite empty? But why are people willing to pay? Because 'there's consensus, rules, and expectations behind it.'
Casual Discussion Topic — Can Issuing Tokens Really Create Value Out of Thin Air?
Watching project after project issue tokens and seemingly create billions in market cap feels absurd. It’s just pressing a button, writing some code; how can it turn into money? In fact, this question is not only asked by newcomers; many seasoned players understand it verbally but haven't fully grasped it in their hearts. Today, let's talk about this phenomenon of making money out of thin air.
One, why can issuing tokens sell?
Let me explain a very common principle: a piece of paper that says movie ticket can be worth dozens; if it says stock, it can be worth hundreds or thousands; if it says lottery, some people are willing to spend money for hope... Aren't they essentially quite empty? But why are people willing to pay? Because 'there's consensus, rules, and expectations behind it.'
One, why can issuing tokens sell?
Let me explain a very common principle: a piece of paper that says movie ticket can be worth dozens; if it says stock, it can be worth hundreds or thousands; if it says lottery, some people are willing to spend money for hope... Aren't they essentially quite empty? But why are people willing to pay? Because 'there's consensus, rules, and expectations behind it.'
1
1
7
17.2k
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Trending Topics
WarshPushesToScaleBackForwardGuidanceAndDotPlot
111,897 views
867 Discussing
🚨 THIS COULD BE BAD NEWS FOR $BTC !
I think Warsh’s push to scale back forward guidance and the Dot Plot could create another source of pressure for the crypto market.
Without clear signals from the Fed, investors will have a harder time predicting future interest rates, making riskier assets less attractive during periods of uncertainty. #WarshPushesToScaleBackForwardGuidanceAndDotPlot
For me, the biggest concern is that rates could remain higher for longer than the market expects. This would limit liquidity and make it harder for Bitcoin and especially altcoins to sustain a strong rally. With investors forced to react to every new inflation and employment report, volatility could increase significantly.
In my view, this is a bearish development for crypto in the short term. If uncertainty grows and rate-cut expectations weaken, I believe the market could face renewed selling pressure, with altcoins likely to be more vulnerable than Bitcoin.
Kripto Kurdu
·7 Likes
·4.4k views
SpotBitcoinETFsShed$261M
55,431 views
133 Discussing
EthereumDropsBelow$2400
29,391 views
125 Discussing