📊 Only Around 10% of RWA Liquidity Is Active in DeFi Protocols
According to research by Tanaka, the RWA sector is growing rapidly, but DeFi has captured almost none of the upside, with only around 10% of RWA liquidity currently active in DeFi protocols.
For instance, tokenized gold and commodities are valued at approximately $7 billion on-chain, yet only $184 million is active within DeFi. Most tokenized Treasury products are essentially on-chain PDF files wrapped with KYC requirements. Products such as BUIDL, FOBXX, USTB, and OUSG manage significant assets, but transfers remain restricted by whitelists, transfer agents, qualified purchaser checks, redemption windows, and other compliance mechanisms. #regulation
According to research by Tanaka, the RWA sector is growing rapidly, but DeFi has captured almost none of the upside, with only around 10% of RWA liquidity currently active in DeFi protocols.
For instance, tokenized gold and commodities are valued at approximately $7 billion on-chain, yet only $184 million is active within DeFi. Most tokenized Treasury products are essentially on-chain PDF files wrapped with KYC requirements. Products such as BUIDL, FOBXX, USTB, and OUSG manage significant assets, but transfers remain restricted by whitelists, transfer agents, qualified purchaser checks, redemption windows, and other compliance mechanisms. #regulation
🇺🇸🗽 Republican lawmakers have introduced a bill to modernize American reserves, aiming to create a strategic reserve of #BTC in the US to diversify the country's reserve balance. They hope the US will hold about 5% in reserves, or approximately 1 million #BTC, which would be roughly equivalent to the amount of gold currently held by the US government.
🇺🇸💰 President Trump says the US will likely have to refund $149 billion in tariff revenue. #tradewars
🇺🇸🗽 Rep. Begich introduces Bitcoin legislation to recognize and codify its "strategic importance" in the US.
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸🗽 Congressman Nick Begich wants the U.S. government to stockpile 5% of all Bitcoin.
🇺🇸🗣 US Congressman Mike Rulli says "there will only ever be 21 million Bitcoin."
"While governments can print unlimited amounts of money, Bitcoin's supply is permanently fixed."
"While governments can print unlimited amounts of money, Bitcoin's supply is permanently fixed."
🕵️ Which coins are currently exposed to quantum risk at rest?
In our latest research, we quantify Bitcoin’s exposed supply and separate exposure into two categories:
• Structural exposure: 1.92M BTC (9.6%) coins exposed by design
• Operational exposure: 4.12M BTC (20.6%) linked to wallet behavior, address reuse, and custody practices.
The larger share is operational, suggesting that part of Bitcoin’s visible exposure may still be reduced through improved wallet and custody management.
Exchange-related balances alone account for 1.63M BTC (8.1% of issued supply).
glassno.de/4v2wdJ1
In our latest research, we quantify Bitcoin’s exposed supply and separate exposure into two categories:
• Structural exposure: 1.92M BTC (9.6%) coins exposed by design
• Operational exposure: 4.12M BTC (20.6%) linked to wallet behavior, address reuse, and custody practices.
The larger share is operational, suggesting that part of Bitcoin’s visible exposure may still be reduced through improved wallet and custody management.
Exchange-related balances alone account for 1.63M BTC (8.1% of issued supply).
glassno.de/4v2wdJ1
📌 Top 5 News for 24 Hour:
1. $LORACLE.HL's $HYPE short surpasses $100M, down $23M. →
👁 603 | ❤️ 0 | 🔁 9
2. Mark Cuban sells most Bitcoin, criticizes its direction. →
👁 189 | ❤️ 1 | 🔁 4
3. RetoSwap hacked, $2.7 million stolen. →
👁 280 | ❤️ 0 | 🔁 3
4. Republican lawmakers propose US strategic Bitcoin reserve bill. →
👁 251 | ❤️ 0 | 🔁 3
5. Garrett's wallet moves significant funds across platforms. →
👁 247 | ❤️ 0 | 🔁 3
| |
1. $LORACLE.HL's $HYPE short surpasses $100M, down $23M. →
👁 603 | ❤️ 0 | 🔁 9
2. Mark Cuban sells most Bitcoin, criticizes its direction. →
👁 189 | ❤️ 1 | 🔁 4
3. RetoSwap hacked, $2.7 million stolen. →
👁 280 | ❤️ 0 | 🔁 3
4. Republican lawmakers propose US strategic Bitcoin reserve bill. →
👁 251 | ❤️ 0 | 🔁 3
5. Garrett's wallet moves significant funds across platforms. →
👁 247 | ❤️ 0 | 🔁 3
| |
🤔 Bankless Co-Founder David Hoffman Says He Sold the Last of His ETH as Ryan Sean Adams Declares End of Bankless “First Era”
David Hoffman stated on X that the “CT” sentiment has shifted significantly over the past two weeks, leading him to sell the last of his ETH.
Ryan Sean Adams announced that the “first era” of Bankless has concluded, ending their six-year collaboration focused on crypto, DeFi, and Ethereum. He mentioned that Bankless has entered its “second era,” where he plans to adopt a more behind-the-scenes role while remaining bullish on ETH and Bankless.
David Hoffman stated on X that the “CT” sentiment has shifted significantly over the past two weeks, leading him to sell the last of his ETH.
Ryan Sean Adams announced that the “first era” of Bankless has concluded, ending their six-year collaboration focused on crypto, DeFi, and Ethereum. He mentioned that Bankless has entered its “second era,” where he plans to adopt a more behind-the-scenes role while remaining bullish on ETH and Bankless.
🇺🇸🕵️ Mark Cuban Says He Sold Most of His Bitcoin After It Failed to Act as a Hedge
Billionaire investor Mark Cuban has sold most of his Bitcoin holdings, concluding that the cryptocurrency did not serve as the hedge he expected amid recent geopolitical tensions involving Iran and a weakening U.S. dollar.
Cuban remains more positive on Ethereum, describing most other cryptocurrencies as “garbage.” He had previously stated that his crypto portfolio was primarily composed of Bitcoin and Ethereum.
Billionaire investor Mark Cuban has sold most of his Bitcoin holdings, concluding that the cryptocurrency did not serve as the hedge he expected amid recent geopolitical tensions involving Iran and a weakening U.S. dollar.
Cuban remains more positive on Ethereum, describing most other cryptocurrencies as “garbage.” He had previously stated that his crypto portfolio was primarily composed of Bitcoin and Ethereum.
😢1
🕵️ 650,000,000 $USDC (650,136,500 USD) transferred from USDC Treasury to Coinbase