Considering that the recent crypto market has been a bit unstable, with the mindset of seizing opportunities, I had a discussion with @Alvin0617 about RWA-related topics.
We mainly approached it from the perspective of retail investors, looking at how these large institutions entering the market, as well as hot money, actually relate to us 🤔
We organized the opportunities worth noting for retail investors according to the on-chain sequence of stablecoins - US Treasuries - US stocks - others (such as commodities, real estate, etc.).
I also recommend everyone to pay attention to @CryptoWesearch's research in the RWA sector, which has been focusing on this track since 2023.
This time, I finally didn't let Alvin down, and he didn't have dark circles under his eyes; he still looks handsome on camera 😝
E51. Large institutions entering RWA, from stablecoins to US stocks on-chain, what opportunities are there for retail investors? ft. @Alvin0617
The RWA + stablecoin track is one of the biggest themes this year and a major intersection between traditional finance and crypto.
In this wave of major trends, what opportunities do ordinary people have? After Huma, which projects are worth positioning in advance?
In this episode, we share a number of projects and practical guides, welcome to listen.
Timeline
00:00 - Highlights of this episode: the phenomenon of US stocks becoming altcoins, the compression of listing paths in the crypto space, and crypto users starting to allocate to US stocks.
05:17 - Definition and scope of RWA: bringing real-world assets on-chain, breaking the traditional financial $1 million net worth threshold, and enabling 24/7 trading.
10:40 - Global asset classification and the on-chain process: the on-chain conversion space for assets such as real estate, bonds, currencies, and equities.
16:02 - Stablecoin layout in the Solana ecosystem: different strategies of PYUSD and Huma Finance and double-digit yield opportunities.
21:17 - Participation strategies for stablecoins in the Ethereum ecosystem: how to assess project risks and returns, not just looking at TGE expectations.
26:23 - Pendle's layout in the RWA track: how a yield trading platform attracts institutional funds and collaborates with Islamic finance.
31:15 - New attempts at stablecoins from established DeFi projects: how Maple Finance's Syrup achieves $1 billion TVL.
36:05 - US stock on-chain platforms and standards: exploring Injective's US stock trading functionality.
41:23 - Challenges and opportunities of US stocks on-chain: solutions to liquidity issues, price anchoring, and market closure problems.
46:30 - Development of gold tokens: gold tokens issued by Tether and Paxos and their application scenarios.
51:37 - Differences in RWA participation between institutions and retail investors: differences in risk appetite, asset allocation, and investment strategies.
57:15 - Future development trends of RWA: from compliance to liquidity, the long-term value and investment opportunities of on-chain assets.
Disclaimer & Risk Warning: The views of the host or guests in the podcast only represent personal opinions and may sometimes hold positions in the projects discussed in the podcast. This podcast is for informational purposes only and should not be considered investment advice. Always DYOR (Do Your Own Research).
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