
Phyrex|May 13, 2025 08:40
😂 Borrowing the content of the artist, although stablecoins are a component of RWA, they are actually the most difficult part for investors to participate in, especially when it comes to making profits. After all, as we have mentioned before, the essence of stablecoins is the proof of short-term US bonds, and the yield of US bonds is difficult for us to obtain. Even if given, the yield may still be quite high during monetary tightening, but if it comes to monetary easing, it is difficult to estimate an annualized yield of 1%.
Gold is actually a safe haven asset, which is definitely a good investment during risk periods. However, because it is a safe haven asset, the usage rate of gold stablecoins is still relatively low, just like how although BTC is used as a payment method, few people really use Bitcoin as a payment method.
A few days ago, I talked to a few friends about this topic. My opinion is that if it is necessary to use BTC for payment, I will use U to buy BTC first and then pay, and definitely not use my existing BTC for payment.
From my current perspective, there are still three opportunities for RWA to be implemented:
1. Cooperate with Restaking's gameplay through on chain securities firms.
2. The asset issuance policy applies to the issuance of bonds by (profitable) enterprises.
3. RWA arbitrage of (profitable) asset packages.
These three compliance based situations have good potential and are also opportunities for ordinary traders to make money from them.
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