Kong Vu

Your life, your choice.

[Cointelegraph @Cointelegraph]

🚨 UPDATE: A record 10.83M $BTC is now in unrealized loss after Bitcoin fell below $59,100, per Glassnode.

[RWA Foundation @RWAFoundation_]

Platforms with the Biggest YTD Growth in RWA Holders:

@OndoFinance - 300%
@DinariGlobal - 266%
@Spiko_finance - 248%
@tethergold - 197%
@xStocksFi - 137%
@orogoldapp - 58%
@Paxos - 35%
@Reental_co - 34%
@etherfuse - 14%

[Ondo Finance @OndoFinance]

Tokenized stocks on BNB Chain are scaling.

Cumulative volume just crossed $5B, with more than half on Ondo Global Markets.

CRCLon and MUon are the largest Ondo tokenized stocks on @BNBCHAIN, together making up ~40% of market cap.

[Lookonchain @lookonchain]

Tom Lee(@fundstrat)'s #Bitmine just staked another 160,480 $ETH($248.7M).

In total, #Bitmine has staked 4.88M $ETH($7.56B), 86% of its total holdings.

https://t.co/f70iddoJZ2

[🌟Dr.Crypto🌟 @xrp_ana]

The biggest opportunity in crypto is infrastructure.
Swift isn't just talking about blockchain..it has tested interoperability with both XRPL and Hedera as part of its next-generation cross-border payments strategy.

XRP Ledger (XRPL) → Fast, low-cost cross-border settlement, tokenization, decentralized exchange, and enterprise payments.

Hedera (HBAR) → Enterprise-grade DLT for tokenization, identity, asset issuance, and high-throughput settlement.

Chainlink (LINK) → Connects real-world data and financial systems to blockchain through secure oracles and CCIP.
Swift..connecting 11.5K+ financial institutions across 200+ countries and territories..has tested interoperability involving XRPL and Hedera as it modernizes global payments and prepares for tokenized financial infrastructure.

At the same time, Swift is rolling out:

50+ banks joining its new payments framework.
A blockchain-based shared ledger.
Support for tokenized assets and 24/7 cross-border settlement.

The future of finance won't run on speculation.
It will run on infrastructure.

#XRP #XRPL #HBAR #LINK #ALGO #XLM #QNT #AVAX #Swift #Tokenization #RWA #Blockchain #FutureOfFinance

[Cointelegraph @Cointelegraph]

🚨 LATEST: Bitcoin’s current 53% drawdown is its shallowest bear market on record, far smaller than previous declines of 77% to 93%.

[Defi Rocketeer @Defi_Rocketeer]

RWA Infrastructure Tier List

The RWA industry doesn’t get to $32B without a ton of infra quietly shipping behind the scenes.

Almost nobody knows the full stack behind issuance, compliance, custody, transfer agents, settlement, oracles, PoR, fund admin, cross-chain collateral, repo,wallet infra…

I do, so you don’t have to:

🔶 Issuance Platforms

@Securitize : ~$4.2B tokenized value, $3.4B AUM, ~$1.9B Q1 volume, and $19.5M Q1 revenue.

@OndoFinance : ~$3.71B platform value, 440 assets. OUSG/USDY products, the cash/fund product layer crypto can actually use.

@centrifuge : ~$1.64B TVL, ~$81M active loan volume, and ~500 commits over the past 6 months.

@SuperstateInc : ~$983M across only 2 funds. High-quality regulated US fund wrappers with tax-aware structures.

Libeara: ~$1.1B across 14 assets. Standard Chartered-backed infra with exactly the distribution channel RWA needs.

@Spiko_finance : ~$1.84B across 9 assets. Fund wrappers + onchain distribution at scale outside the US issuer lane.

@TokenySolutions : ~$284M across 3 funds. ERC-3643 + T-REX compliance stack.

@Brickken : $450M+ assets moved onchain, 100+ clients, multi-chain issuance and compliance tooling.

@circle : ~$3.1B AUM in USYC, largest tokenized MMFs. CCTP has moved around $126B across 19 chains.

@Paxos : ~$5.8B across 5 assets, one the largest tokenized gold issuer.

🔶 Custody

@FireblocksHQ / @Anchorage / @coinbase Custody / @komainu : these five custody providers dominate most institutional RWA flows.

@Ripple Custody: bank-facing custody stack with Chainalysis AML, HSM integrations, and clients/signals like BBVA, DBS, Intesa, and Kyobo.

🔶 Oracle / Bridge

@chainlink : oracle + CCIP + proof-of-reserve layer, already powering data for a ~$400M Amundi/Spiko token fund.

@redstone_defi : RWA data/oracle stack focused on tokenized asset pricing, PoR, and standards research.

@PythNetwork : high-speed market data oracle expanding into stocks, FX, and real-world feeds.

@LayerZero_Core : cross-chain messaging, already tied to $500M+ in RWA cross-chain transfers.

@wormhole : broad cross-chain bridge infra across 10+ chains.

@axelar : interoperability gateway used in JP Morgan / Oasis Pro-style tokenized fund pilots on Avalanche.

🔶 Execution Layers

@ethereum : still the main settlement layer with ~$16.2B in RWA value.

@CantonNetwork : consortium-style interoperability and legal coordination layer.

@arbitrum : ~$818M RWA market cap, ~$329M active value, with strong DeFi + RWA overlap.

@plumenetwork : ~$110M distributed asset value, 210 RWAs, and 180+ projects building.

@avax : important for subnets and JP Morgan-style repo/tokenized fund experiments.

Those are the big names everyone should at least recognize.

But the stack behind KYC, transfer restrictions, cap table sync, legal wrappers, custody, NAV, PoR, settlement, reporting, and secondary trading goes way deeper than this.

Full map below 👇

[🌟Dr.Crypto🌟 @xrp_ana]

"Be fearful when others are greedy, and greedy when others are fearful." ... Warren Buffett
Wealth is rarely built during bull markets.
It's built during bear markets when quality assets are overlooked, conviction is tested, and accumulation happens quietly.
That's why I focus on utility, not hype.
The tokenized economy won't run on a single blockchain. It will require specialized infrastructure:
🔹 XRP >> Global payments & liquidity
🔹 ZBCN >> PayFi, real-time payroll & streaming payments
🔹 XLM >> Remittances & financial inclusion
🔹 HBAR >>Enterprise infrastructure & tokenization
🔹 LINK >> Real-world data & interoperability
🔹 QNT >> Enterprise connectivity
🔹 XDC >> Trade finance & RWAs
🔹 ONDO >> Tokenized securities
🔹 AVAX >> Institutional blockchain infrastructure
🔹 ETH >> Smart contracts & DeFi
🔹 SOL >> High-performance financial
🔹 ADA >> focused on secure and scalable smart contracts

The biggest financial institutions are already investing in tokenization, digital assets, and blockchain infrastructure.
The attached chart represents what long-term investors often look for: an accumulation phase where value may not yet be fully reflected in price.
Bull markets reward those who accumulated.
Bear markets are where they accumulated.
DYOR. NFA.
#Crypto #Tokenization #RWA #XRP #ZBCN #HBAR #XLM #LINK #QNT #XDC #ONDO #AVAX #SOL #ADA #ETH

[Louis.hl @louisdives]

here is current crypto narratives tier list in 2026

[Lookonchain @lookonchain]

After holding $ETH for 8 years, these #Ethereum OGs finally gave up.

Four #Ethereum OG wallets received 37,602 $ETH($58.66M) 8 years ago at ~$830.

During the 2021 and 2025 bull markets, their unrealized profit exceeded $150M, but they never sold.

After 8 years of dormancy, they began selling today and have sold 33,623 $ETH($52.46M) at ~$1,560 over the past 4 hours.

Their current profit is only ~$27.4M.

https://t.co/XyNKIhlz7A
https://t.co/5Vu1WPSyt4
https://t.co/rJIgc45z1q
https://t.co/sklbqQR0zc

[Stacy Muur @stacy_muur]

I feel like revenue multiple is a much better indicator for determining a project's health.

Revenue multiple = Market Cap ÷ Annual Revenue

It's basically a comparison of what the token is worth today VS. what the protocol earned in the last 12 months.

For example, @worldlibertyfi at 17x means the market is pricing $WLFI at $1.82B while the protocol earned $105M in revenue.

Here are the top 5 protocols by revenue multiple:

1. Uniswap – 37x
2. WLFI – 17x
3. Hyperliquid – 15x
4. Aave – 9x
5. Lighter – 8x

Data from @Grayscale.

[Chain INK @0xchainink]

Hardest Burns in DeFi 👇

% of market cap bought back and destroyed every year

$EDGE → 64.5%
$OVER → 30.0%
$GEOD → 9.7%
$FLIP → 9.7%
$HYPE → 5.1%
$UNI → 3.2%

The whole market prints. These six burn.

[Cryptogics @cryptogics]

MOST POPULAR #DEFI COINS

$VET $SOL $XRP $CELO $LINK $ZEC $MON $HTR $KMNO $SPA $QUICK $ROSE $BB

[Cointelegraph @Cointelegraph]

⚡️ LATEST: Grayscale listed the top 15 revenue-producing crypto protocols trading at low multiples ahead of the CLARITY Act, led by $HYPE, $PUMP, and $CAKE.

Is your favourite on the list?

[Wimar.X @DefiWimar]

The biggest Warren Buffett warning in 26 years.

This pattern has NEVER failed.

1999 → 50% cash
2007 → 60% cash
2016 → 60% cash
2026 → 75% cash

Every time Buffett moved into cash, markets crashed after.

→ 1999 crash: 49%
→ 2007 crash: 58%
→ 2016 crash: 22%
→ 2026 crash: **%

Berkshire is now sitting on $397 BILLION in cash.

Buffett warned that markets are in a gambling mood again.

And he is backing that warning with the biggest cash pile in history.

Most people will notice this after it is already too late.

Follow and turn notifications on.

I'll post the warning BEFORE it hits the headlines.

[Grayscale @Grayscale]

Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY

Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.

Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF

[The DeFi Investor 🔎 @TheDeFinvestor]

Only a few DeFi projects do buybacks that exceed their token emissions.

In the past 90 days:

1. @HyperliquidX

• Bought back $135M worth of HYPE
• $64M HYPE was unlocked for its team

2. @chainlink

• Bought back $15M worth of LINK
• No LINK tokens were unlocked

3. @Uniswap

• Bought back $11.9M worth of UNI
• No UNI tokens were unlocked

4. @Lighter_xyz

• Bought back $6.4M worth of LIT
• No LIT tokens were unlocked (its unlocks start 1 year after TGE)

5. @JupiterExchange

• Bought back $5.7M worth of JUP
• No JUP tokens were unlocked (Jupiter passed a proposal to pause its token emissions)

6. @SkyMoney

• Bought back $3.3M worth of SKY
• No SKY tokens were unlocked (all its supply is already in circulation)

7. @Raydium

• Bought back $3M worth of RAY
• No RAY tokens were unlocked

Hyperliquid clearly dominates in terms of buybacks.

But what's great to see is that more and more projects have started to allocate a good chunk of their revenue to token buybacks.

DeFi is significantly more sustainable now than it was a few years ago.

[Aster 🥷 @Aster_DEX]

[Tokenomics Update] $ASTER Buyback and Burn Steps Up to 198%

Aster is upgrading its buyback so the platform's own activity both rewards stakers and sets $ASTER on a deflationary path.

Starting from 12:00 PM UTC today, 99% of Aster's daily platform fees buy back $ASTER. An equal amount of $ASTER is burned from reserve, matching the buyback one for one.

The bought-back $ASTER goes to stakers. Each epoch it is added to Loyalty Rewards (300K $ASTER base, plus the buyback amount), distributed to veASTER by lock weight.

The burn takes team allocation first. $ASTER launched with a total supply of 8,000,000,000. The burn continues until total supply reaches 3,000,000,000.

Buybacks run automatically via TWAP across each day and settle on-chain. The buyback and the burn are both public and verifiable:

- Buyback wallet: 0xa0edBaBcb48034e368de286b49F9603C7AfA1b60

Every permissionless listing on Aster Spot pays a 50,000 USDT fee, used to buy back $ASTER as extra staking rewards.

- Listing fee wallet: 0x39C473f4420e4ae9Ab3fe9e7ceDFc08F9684bB1a

Docs: https://t.co/NU0NXQPPch

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025.

This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase.

China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves.

This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves.

The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of +27 tonnes added.

China’s demand for gold is accelerating.

[Rekt Fencer @rektfencer]

DON’T OVERTHINK IT.

Just wait until October 6.

Then buy $BTC.

Bitcoin has always moved in a 4-year cycle.

And every cycle, people say the same:

“This time is different.”

It isn’t.

You don't have to believe me today.

Bookmark this now and thank me later.