這次終於沒有黑眼圈了😂
期許每次錄音精神狀態都可以更好
再次感謝 Star 和 Ruby 這次 @day1globalpod 的邀約 🙏
就像我前幾天分享的,RWA 賽道看似和一般市場參與者很遠,但在 Circle 股票$CRCL 上市後暴漲的現象來說,已經成為了我們不可忽視的一個賽道
RWA賽道當今可以參與的主要機會、我認為有在認真做事的團隊,都在這個 podcast 裡分享了
我們 @cryptowesearch 是在 23 年年底開始追蹤 RWA 賽道,寫過的項目也不少,也是因為這樣先前跟 @humafinance 有了緣分
未來期待 RWA 賽道中的 RWAFi 如何釋放這些被鎖在投資產品裡的流動性到各個鏈上,以及發揮區塊鏈「無許可」以及「可互操作性」的精神,當中我認為還有很多機會
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小小分享一下:我認為在這個圈子的累積都是有回報的
大概是在 23年 AI 爆發的時候就開始嘗試用 ai 改善工作流
也是在當時我開始瘋狂關注 Star 的內容,最讓我印象深刻的就是他判斷 AI 賽道的趨勢以及對打造自我 IP 的一系列內容,基本上當時篇篇都是爆款 5-10萬閱讀量+
也充分讓我理解到 PM 其實就是這個產業的寶藏,細緻的產品理解度跟類比能力,基本上是我們這種一開始接觸投資就碰到最瘋狂的 crypto 的人光譜另一端,大學時期我最喜歡的兩個職業其實就是產品經理以及天使投資人
現在除了自己依然喜歡找早期機會之後,也希望自己能夠跟更多有產品力的前輩們多聊天,也算是個很好的互補關係 😎
而我認為 @starzqeth @rubywxt1 可以說是這個產業的扎實產品人代表了,每次看到他們在輸出的時候都讓我感覺到一股能量
也推薦各位 follow 起來
E51. What opportunities do large institutions have for retail investors to enter RWA, from stablecoins to U.S. stocks on the chain? ft. @Alvin0617
The RWA + stablecoin track, which is one of the biggest themes of the year, is also the main intersection of traditional finance and Crypto
In this wave of general trends, what kind of opportunities do ordinary people have, and after Huma, what projects are worth laying out in advance?
In this issue, we share a lot of projects and hands-on guides, welcome to listen
Timeline
00:00 - Highlights of this issue: the phenomenon of alt-monetization of U.S. stocks, the compression of the listing path in the cryptocurrency circle, and the allocation of U.S. stocks by users in the cryptocurrency circle
05:17 - RWA Definition and Scope: Put real-world assets on-chain, break the $1 million net worth threshold in traditional finance, and be tradable 24/7
10:40 - Global Asset Classification and On-Chain Progress: On-Chain Transformation Space for Assets such as Real Estate, Bonds, Currencies, and Equities
16:02 - Solana Ecosystem Stablecoin Layout: Different Strategies and Double-Digit Yield Opportunities for PYUSD and Huma Finance
21:17 - Ethereum Ecosystem Stablecoin Participation Strategy: How to Assess Project Risks and Benefits, Not Just TGE Expectations
26:23 - Pendle's layout on the RWA track: how the yield trading platform attracts institutional capital to cooperate with Islamic finance
31:15 - A new attempt at stablecoins for established DeFi projects: how Maple Finance's Syrup reached $1 billion TVL
36:05 - U.S. Stock On-Chain Platform and Standards: Injective's U.S. Stock Trading Function Exploration
41:23 - Challenges and opportunities for U.S. stock listings: solutions to illiquidity, price anchoring, and market closure
46:30 - Development of Gold Tokens: Gold Tokens issued by Tether and Paxos and their application scenarios
51:37 - Differences in RWA participation between institutional and retail investors: differences in risk appetite, asset allocation and investment strategies
57:15 - RWA Future Trends: From Compliance to Liquidity, Long-term Value and Investment Opportunities for On-Chain Assets
Disclaimer & Risk Warning: The views of the host or panelists in the podcast are personal and may sometimes take a position in an item discussed in the podcast. This podcast is for informational purposes only and is not intended as investment advice, Always DYOR (Do Your Own Research).
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