ClearLensPC

Head of Research @presto_labs. Bitcoin & Crypto | ex-Banker | Truth Seeker | Long Humanity, Short Dogma & Cognitive Bias

[Presto Research @Presto_Research]

https://t.co/NWI8TBGbIz

[Presto @Presto_Labs]

Presto is making markets in Japanese equities on @tradexyz, starting with KIOXIA (285A) and SoftBank (9984).

Cash-settled equity perps tracking the underlying shares: 24/7 trading, 10x leverage, built on @HyperliquidX HIP-3.

First Korean blue chips. Then the S&P 500. Now Japan. Institutional depth from the first print, on the names powering the AI and tech supercycle.

Real-world assets deserve native on-chain markets.

[Presto Research @Presto_Research]

Tokenization does not create demand. It removes friction.

In recent interview with a Korean media, our Head of Presto Research @ClearLensPC shared his insight on where that friction sits: at the border. The benefit of bringing an asset on-chain is largest when it crosses jurisdictions, so the assets that belong on-chain are the ones global investors already want, not those with purely domestic demand.

His framing: Asset First, Tokenization Later. Identify real global demand, then tokenize.

Read the full interview in Korean: https://t.co/jpMEgNmyW8

[Presto Research @Presto_Research]

https://t.co/qmYgjXeGbb

[ClearLensPC @ClearLensPC]

$5T RWAs: Can Tokenized Equity Repeat Stablecoins' Success?

[Presto Research @Presto_Research]

Daily Market Brief 260610

[ClearLensPC @ClearLensPC]

Sayloer's Inoculation, Decoded

[Presto Research @Presto_Research]

Daily Market Brief 260609

[ClearLensPC @ClearLensPC]

It's Gold, AI, and Inflation, Not MSTR

[Presto Research @Presto_Research]

Daily Market Brief 260604

[Presto Research @Presto_Research]

#ThrowbackThursday 📚

5 pieces from the Presto Research that read even sharper in this market 🧵👇

[ClearLensPC @ClearLensPC]

CLARITY Advances, But Road Ahead Still Bumpier Than GENIUS

[Presto Research @Presto_Research]

Daily Market Brief 260515

[ClearLensPC @ClearLensPC]

Thursday's Markup: CLARITY Act's Make-or-Break Moment

[Presto Research @Presto_Research]

Daily Market Brief 260511

[ClearLensPC @ClearLensPC]

Spot-Perp Divergence at Extremes: Historic Squeeze Ahead?

[Presto Research @Presto_Research]

Daily Market Brief 260506

[ClearLensPC @ClearLensPC]

Hyperliquid HIP-4: Threat to Polymarket & Kalshi?

[Presto Research @Presto_Research]

Daily Market Brief 260505

[ClearLensPC @ClearLensPC]

CLARITY Act Yield
Compromise Reached

[Presto Research @Presto_Research]

Daily Market Brief 260504

[Presto Research @Presto_Research]

🔥Presto Original🔥
Conflux: Building the Asia-centric Asset Settlement Stack
by @stateroot

▪️A multi-trillion-dollar opportunity: Tokenized real-world assets have grown from $85 million in 2020 to over $30 billion on public chains, while stablecoins now carry $320 billion in market cap and processed $33.4 trillion in on-chain volume in 2025. Tokenized assets are projected to reach $9.4 trillion by 2030, with Asia positioned as the fastest-growing region for both RWA and stablecoin adoption.

▪️Asia’s regulatory inflection point: A convergence of regulatory developments has created a window of opportunity. Hong Kong issued its first two stablecoin licenses in April 2026, China clarified a regulated pathway for offshore RWA tokenization of domestic assets, and Singapore’s Project Guardian has progressed from experimentation toward live institutional pilots. These moves unlock trillions in previously inaccessible Asian assets for tokenized global capital markets.

▪️Conflux’s strategic positioning: Conflux Network occupies a niche that no other major blockchain fills. It is the only compliance-friendly public blockchain in mainland China with a live PayFi stack, the first AFSA-approved offshore RMB stablecoin (AxCNH), USDT0 integration, and partnerships with Ant Digital Technologies and China Telecom. Its ambition is to become the primary blockchain settlement rail for China’s $3.3 trillion Belt and Road trade corridor and Hong Kong’s emerging tokenized asset infrastructure.

▪️Execution progress: Key milestones include the March 2025 launch of a green energy battery-swapping RWA project in China (596 stations, 15,000+ batteries), a 500-million $CFX ecosystem fund for PayFi, the BitUnion prepaid card accepted in 183 countries via UnionPay International, the November 2025 integration of USDT0, and April 2026 support for XAUT0 extending Conflux’s settlement stack from stablecoins into tokenized gold.

@Conflux_Network

[ClearLensPC @ClearLensPC]

Paul Tudor Jones Warns on Stocks, Doubles Down on Bitcoin

[Presto Research @Presto_Research]

Daily Market Brief 260429

[ClearLensPC @ClearLensPC]

"DeFi is Over?" Long Live DeFi!

[Presto Research @Presto_Research]

Daily Market Brief 260424

[ClearLensPC @ClearLensPC]

The Inevitable "All-Value-Exchange" Convergence

[Presto Research @Presto_Research]

Daily Market Brief 260422

[ClearLensPC @ClearLensPC]

Post-Kelp Crunch Hits Leveraged Loops as Borrow Rates Spike

[Presto Research @Presto_Research]

Daily Market Brief 260421

[ClearLensPC @ClearLensPC]

Four Takeaways From the $292M Kelp Exploit

[Presto Research @Presto_Research]

Daily Market Brief 260420

[ClearLensPC @ClearLensPC]

Pre-War Recovery Signals Risk-On Shift (Gold Lags)

[Presto Research @Presto_Research]

Daily Market Brief 260415