Yesterday @EnHeng456 revealed the public holdings of Sister A @heyibinance: besides over 90% in $BNB, the few assets are:

$KITE + $FF

$KITE = AI Agent payment infrastructure;

$FF (@falconfinance) = yield dollar collateral narrative

This combination, I feel, has already pointed out the two main lines of the new round of narratives for BSC:

1️⃣ AI × Payment × Agent economy (KITE)

2️⃣ Stablecoin × RWA × Yield Curve (Falcon)

Among them, Falcon's Staking Vaults are essentially the yield layer component in this path:

Transform selected tokens / RWA assets into sustainably yielding underlying assets, forming a complete closed loop with universal collateral.

Using universal collateral, convert various high-liquidity assets (including RWA) into yielding dollar underlying assets.

The essence of this matter is: to provide the entire trading and financial system with a more efficient "collateral layer + yield layer";

As CEX gradually incorporates RWA and stablecoins into the collateral system, these assets are likely to become structural assets in the underlying layer of the portfolio.

Everyone needs better yield assets, so this is a hard demand.

In short: the short-term is narrative, the long-term is infrastructure.

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