tradfi

Emas dan perak menghapus $1.4 TRILIUN hanya dalam 20 menit.
Menurut Grok: Kejatuhan mendadak di pasar emas dan perak pada 12 Feb 2026, menghapus nilai sekitar ~$1.4T karena campuran faktor: Bursa Emas Shanghai meningkatkan persyaratan margin, memaksa trader dengan leverage untuk menjual; dolar AS yang kuat di tengah perubahan kebijakan Fed; dan dampak tarif Trump yang mengurangi permintaan. Harga sedikit rebound setelahnya, tetapi volatilitas tetap ada. Sumber: Forbes, DW, BullionVault.
##XAUUSD #XAGUSDT实操指南 #GOLD #Silver #TradFi

Tokenization: More Than Just a Digital Copy
A widespread view of asset tokenization is that it involves creating a direct, 1:1 digital representation of a physical or financial asset (like a share of stock or a bar of gold) on a blockchain, effectively "moving" the asset on-chain. However, this "digital twin" model faces immense legal, regulatory, and operational hurdles. The breakthrough model emerging for 2026, as pioneered by financial utilities like the DTCC, is far more sophisticated and immediately viable: the tokenization of security entitlements.
Understanding the "Entitlement" Layer
In traditional finance, when you own a stock, you often don't hold a direct claim on the issuer. You hold an "entitlement" or beneficial interest in that stock, which is custodied in an omnibus account at a central depository like the DTCC. The new model tokenizes this layer of ownership. The legal framework (like UCC Article 8 in the U.S.) and the underlying custody remain intact. What changes is that your entitlement—your right to the economic benefit and ownership of that asset—is now represented by a programmable token on a blockchain.
The Power of Programmable Ownership
This subtle shift is revolutionary because it separates legal ownership from economic and operational control. The token, representing your entitlement, can now be:
Instantly Transferred: Peer-to-peer between permissioned parties (e.g., between two broker-dealers) 24/7, without waiting for traditional batch settlement cycles (T+2).Programmatically Used as Collateral: The token can be automatically pledged in a smart contract to secure a loan or margin requirement, unlocking liquidity in assets that were previously stagnant.Fractionalized: While the underlying security is held whole, the entitlements to its benefits can be divided, enabling new investment products.
The 2026 Use Case: Supercharging Liquidity and Efficiency
By 2026, this model will move from pilot to production, primarily in institutional finance. The first major use cases will be:
Collateral Mobility: A bank can instantly mobilize tokenized treasury bond entitlements as collateral for a derivatives trade on another platform, drastically reducing capital requirements and counterparty risk.Repo Market Evolution: The multi-trillion dollar repurchase agreement (repo) market will become faster and more efficient, with near-instantaneous settlement and automated rollovers via smart contracts.
This approach doesn't fight the existing financial system; it upgrades its circulatory system. For investors, it means the near-term value of RWA tokenization is in financial market infrastructure efficiency, not in democratizing access to skyscrapers. The tokens and protocols that enable this seamless, programmable movement of institutional entitlements will be foundational.
Key Cryptos to Watch: $MKR $GFT $CPOOL



#RWA #Tokenization #DeFi #TradFi #Write2Earn

Kebanyakan orang melihat kepala berita.
Beberapa melihat narasi tersebut.
Sangat sedikit yang memahami sinyalnya.
Ketika manajer aset senilai $1T+ seperti Franklin Templeton mulai bekerja dengan Binance, ini bukan tentang PR.
Ini tentang infrastruktur yang dibangun diam-diam sebelum modal bergerak dengan keras.
Dan pasar sudah bereaksi — BNB yang mendorong ke puncak baru bukanlah kebetulan.
Pasar mendahului realitas.
Mari kita pecahkan ini dengan benar.
Apa Arti Sebenarnya dari Kesepakatan Ini
Di permukaan, ini sederhana:
• Franklin Templeton = modal, dana, produk institusional

Pada 6 Februari, Bank Rakyat Tiongkok bersama delapan kementerian merilis (tentang pencegahan dan penanganan risiko mata uang virtual dan tokenisasi RWA) (yaitu “Dokumen No. 42”), yang tidak hanya menegaskan kembali larangan terhadap mata uang virtual, tetapi juga untuk pertama kalinya secara jelas memasukkan “tokenisasi RWA (aset nyata)” ke dalam kategori aktivitas keuangan ilegal, melarang lembaga domestik untuk melakukan jenis bisnis tersebut. Dalam sekejap, eksplorasi RWA di pasar daratan sepertinya telah ditekan tombol berhenti.
Namun, hanya empat hari kemudian pada 10 Februari, di Hong Kong, forum tertutup tingkat tinggi tentang “Keuangan Kripto Asia 2026” diselenggarakan, di mana Fosun Wealth Holdings di bawah FinChain mengumumkan kerjasama strategis mendalam dengan Avalanche dan secara resmi menerbitkan stablecoin berbasis aset yang sesuai dengan regulasi Asia - FUSD.