This time I finally don't have dark circles under my eyes 😂
I hope my mental state can be even better every time I record.
Thanks again to Star and Ruby for the invitation from @day1globalpod 🙏
As I shared a few days ago, the RWA track seems far from regular market participants, but after the explosive rise of Circle's stock $CRCL, it has become a track we cannot ignore.
The main opportunities currently available in the RWA track, I believe, are shared in this podcast by teams that are seriously doing work.
We @cryptowesearch started tracking the RWA track at the end of 2023, and we've written about quite a few projects. It's also because of this that we had a connection with @humafinance.
In the future, I look forward to seeing how RWAFi in the RWA track can release the liquidity locked in investment products onto various chains, and how it can embody the spirit of "permissionless" and "interoperability" of blockchain. I believe there are still many opportunities in this.
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A little share: I believe that the accumulation in this circle is rewarding.
It was around the AI explosion in 2023 that I started trying to use AI to improve workflows.
It was also at that time that I began to obsessively follow Star's content. What impressed me the most was his judgment on the trends in the AI track and a series of content on building personal IP, which were basically all hits with 50,000-100,000 views each.
This also made me fully understand that PMs are actually treasures in this industry, with detailed product understanding and analogical ability. They are basically on the other end of the spectrum from us who first encountered the craziest crypto when we started investing. The two professions I liked most in college were actually product manager and angel investor.
Now, besides still enjoying finding early opportunities, I also hope to chat more with more product-driven seniors, which is a great complementary relationship 😎
I believe @starzqeth and @rubywxt1 can be said to represent solid product people in this industry. Every time I see them outputting, I feel a surge of energy.
I also recommend everyone to follow them.
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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