Don’t fade @brevis_zk A cut from @no89thkey’s (@altlayer) speech at the Token2049 conference: “Thanks to Brevis’ zero knowledge proofs, we ensure that stablecoins are better integrated into DeFi with our Continuous Protocol Incentivization mechanism. In this way, we contribute to the growth and better distribution of RWA (real world assets) and stable token ecosystems.”

AI, Real world Asset (RWA), Zk proof are the real hot projects in the crypto space right now. And I know they’re gearing up the web3 space ahead of other sectors of the industry adoption that will take over next.

A David Hockney RWA drops on BNB Chain this Wednesday, Oct 29. This isn’t just art — it’s outperforming Bitcoin with a $2B market cap and is collected by billionaires. We’re listing it at the most competitive price onchain. This one’s going to move fast.

Most DeFi projects talk yield. @bondifinance talks structure. It’s not about chasing the next pump it’s about building real, fixed-income rails that can outlast the hype cycles. Every funding phase is backed by verified real-world assets bonds, companies, and institutions that actually exist beyond the blockchain echo chamber. 18% APR isn’t magic. It’s math backed by corporate debt from global firms, tokenized and distributed onchain for anyone to access. Bondi Finance isn’t reinventing yield. It’s redistributing trust. @bondifinance | #RWA #DeFi ✦ Yield that remembers what it’s built on.

Good morning USA & others friends 😊✅ 🚨 JUST IN: Elon Musk has tokenized Tesla’s $5B Berlin Gigafactory through Real-World Asset (RWA) technology — dividing it into 100 million $500 digital shares! 💥 The offering sold out in just 3 days, raising a staggering $50 BILLION — showcasing the true power of tokenization and how blockchain is revolutionizing traditional asset ownership. The future of investing is onchain. 🔗⚡ #Tesla #ElonMusk #RWA #Tokenization #Crypto #Blockchain #DigitalAssets

@clanker @bankr @askgina.eth @mfergpt @pigeontrade

Currently, approximately 40 to 70 million people use crypto. That is tiny vs 716M people who own crypto. Although this exact "activation gap" is where the opportunity lies! 🔹 181M monthly active addresses, but far fewer unique people 🔹 ~10M new MAUs in the last year 🔹 Fastest growth in EMs like Argentina, Colombia, India, Nigeria Whoever converts holders into daily users wins. Think stablecoin payments, L2 consumer apps, and RWA rails. We are still early, and accelerating. 📈 📈

ขอสั้น ๆ Oracle AI narrative ที่ combine data + compute + trust ได้ครบ… ถือว่าเป็น narrative ใหม่ที่ fundamental strong + macro fit โดยเฉพาะในรอบถัดไปของกาว BTCFi & RWA boom เทรนด์ Oracle AI โดยเฉพาะโปรเจกต์อย่าง APRO Oracle ที่เชื่อม Oracle + AI + Bitcoin security เข้าด้วยกัน ถือเป็นหนึ่งใน narrative ใหม่ที่กำลังมา ### 3 เมกะเทรนด์หลักตอนนี้ 1️⃣ BTCFi (Bitcoin Finance) 2️⃣ RWA (Real-World Assets) 3️⃣ AI-native protocols Oracle เดิม เช่น Chainlink, Pyth ฯลฯ ทำหน้าที่นำข้อมูลจากภายนอกเข้าสู่โลกบล็อกเชน ### แต่ปัญหาคือ??? - ส่วนใหญ่ผูกกับ Ethereum ecosystem - มี data latency, centralized aggregators, และ AI-unfriendly formats APRO เข้ามาเติมช่องว่างนี้ด้วยโมเดลใหม่คือ บอกตัวเองว่าเป็น Bring Bitcoin-grade security to off-chain data for BTCFi, RWA, and AI computation นั่นหมายถึง ชั้น Data-Infrastructure ที่เชื่อมโลกจริง กับ BTC ecosystem โดยใช้ AI เป็นตัว validate + interpret ข้อมูลให้ เข้าใจได้และเชื่อถือได้โดยไม่ต้องมีคนกลาง ### APRO Oracle น่าสนใจที่ มันเป็นแบบ trustless Innovation Layer ใช้ AI ตรวจสอบความถูกต้องของข้อมูล (AI-based data integrity checks) Oracle ส่วนใหญ่เป็น ETH-centric แต่ APRO วางตัวเป็น BTCFi oracle + AI verifier ที่ทำให้ Bitcoin และ cross-chain smart contracts รู้จักข้อมูลนอก chain แบบ trustless ### Token Utility (AT) real utility ทุกฟังก์ชันของโปรเจกต์ต้องใช้ $AT token = demand เกิดตามจริง - Payments: dApps จ่าย AT เพื่อเข้าถึงข้อมูล - Staking: node ต้อง stake เพื่อยืนยันข้อมูล สร้างแรงกดดันด้าน supply - AI Validation Fees: จ่ายค่าตรวจสอบข้อมูลแบบ off-chain compute - Governance: $AT ใช้โหวต parameter ต่าง ๆ ของ network สรุปคือ ยิ่ง network ใช้งานเยอะ -> ใช้ AT มากขึ้น + เผาเยอะขึ้น + token ล็อกมากขึ้น -> ลด supply -> ดันราคาในระยะยาว ### ⚠️ความเสี่ยงที่ควรจับตา โปรโตคอลยังอยู่ early phase ต้องพิสูจน์การ integrate กับ BTCFi จริง ล่าสุด integrated กับ @GoKiteAI ที่เป็นบล็อกเชน Layer 1 สำหรับ AI Agent โดยเฉพาะ หน้าจับตา ตัวใดจะเป็น data-backbone ของ Bitcoin smart contracts ได้จริง และมันอาจกลายเป็น the first Oracle-AI unicorn ของรอบหน้า [ DYOR ] https://x.com/t0xblock/status/1982768469809737777

poidh is an RWA app we document "real world actions" and how much they're worth

Over 500 wallets have already traded the $KOODOG token on LiveArt. 🚀 They’re building RWA portfolios backed by real assets like “Balloon Dog (Blue)” by Jeff Koons — unlocking rewards and bonus $ART. This is what DeFi looks like when powered by cultural capital. Explore: https://app.liveart.io/trade/KOODOG

Want more Lighter points this week? Based on Lighter_xyz latest update, you need to: https://app.lighter.xyz/trade/ETH?referral=NRUJXEJDM8QT 1. Choose account type Premium account 2. Trade the newly released RWA pairs $XAU $XAG 3. To start trading $XAU and $XAG, you need to select the Isolated Margin mode (in the top right, select Cross) 4. Try to trade these new pairs for a large PnL with a large margin size (It's time to return to the roots of trading on FX)

BlackRock, Apollo, Hamilton Lane, Nomura, and Brevan Howard — with a combined $15 trillion AUM — have all chosen Sei for RWA settlement. For context, the DTCC handles about $2 quadrillion in annual settlements. If even 0.01% of that flow moves through Sei, it translates to roughly $200 billion in volume. With a current market cap of just $1.8B, the upside is staggering. In the race for cross-institutional settlement, the first chain to secure that position doesn’t just win — it owns the game.

‫تتر دوباره یه حجم زیادیXAUT چاپ کرده! ‫مارکت‌کپ توکن طلای پشتیبانی‌شده‌ش (RWA) تو یه روز ۳۷٪ رفته بالا 😳 ‫خودِ طلا هم که همین روزا هی سقف تاریخی جدید می‌زنه، ولی تازه یه سقوط خیلی تند هم داشت. ‫بزرگ‌ترین سقوط یه‌روزه‌ش تو ده سال اخیر! حدود ۶٪ افت کرد. البته تو دنیای کریپتو این رقم چیز خاصی نیست 😅 ولی نشون می‌ده جنگ تجاری رو همه‌ی دارایی‌ها اثر گذاشته. ‫با این حال مردم هنوز دارن سمت طلا می‌رن چون پناهگاه امن حساب می‌شه، واسه همین منطقیه که تتر بخواد بیشتر چاپش کنه.

Fav RWA use cases: 1) Global access to $TSLA $HOOD etc just like global markets love stables 2) Instant and easy margin accounts 3) Unbundled Equities - Exposure to specific revenue of $GOOG $META $TSLA etc without exposure to the whole entity For #3, you could go long Optimus and charging network but short Cybertruck shipments as an example

Bitcoin is no longer a silent vault of value. It’s an intelligence , reborn. And @ArchNtwrk is giving that intelligence a body. Arch lets Bitcoin speak without bridges. A new layer where value flows securely and code runs within the chain’s own heartbeat. With ArchVM, ideas now breathe inside Bitcoin, DeFi, RWA, gaming, finance… all native, all born from the core. This isn’t just another network. It’s Bitcoin remembering who it is.

Modüler blockchainler, yapay zeka entegrasyonları, gerçek dünya varlık tokenizasyonu (RWA) ve Layer 2 çözümleri en son altcoin trendlerini oluştururken, yeni projeler özellikle bu alanlarda ölçeklenebilirlik ve kullanım kolaylığına odaklanıyor. DeFi ve GameFi'deki inovasyonlar da dikkat çekmeye devam ediyor.

Supra — sitting at a $35M market cap — is the ultimate high-risk, high-reward bet in this group. Its vertical integration of oracles and automation could be huge if the mainnet actually delivers on its 500K TPS promise. Being 97% down from its ATH leaves enormous upside — or a total wipeout. Sui ($9B mcap) has clear institutional tailwinds, backed by ETF filings and an all-time-high TVL of $2.16B. Easily the most established of the four. Sei ($1.2B mcap) positions itself as the DeFi/RWA-focused chain, now outpacing BTC and ETH in active addresses. Its “Giga Upgrade” and ties with BlackRock and Nomura give it serious credibility. Sonic ($621M mcap) plays the EVM angle, boasting 3M+ addresses and a vibrant yield farming ecosystem. Keep an eye on its Pectra compatibility upgrade on Nov 3, a major catalyst.

Ethereum’s RWA Renaissance: $30B Bridge to a $16T Horizon

🚀 Zama không chỉ là công nghệ — đó là một movement cho “Privacy by Default”. Mainnet đang đến gần – giờ là lúc BUILD. 💥 Hành động ngay: • Tham gia testnet & claim airdrop • Đăng ký Creator Program (50.000 USDT rewards) • Follow 👉 @zama_fhe 🔥 Thành tựu: $150M funding | 500+ projects trong hệ sinh thái ⚙️ Tương lai: 100K TPS | RWA & Privacy Boom sắp bùng nổ 📢 Lan tỏa: Viết threads, collab cùng builders. #ZamaCreatorProgram

🔥 Big win for Aptos! BlackRock added $500M in tokenized assets to the Aptos blockchain through its BUIDL Fund, pushing Aptos’ total RWA (Real World Assets) value above $1.2B. Aptos now ranks among the top 3 blockchains for RWA tokenization — right behind Ethereum and ZKsync Era. 🚀

Variational mega bull case TL;DR • RFQ-based derivatives protocol (not a typical orderbook DEX). • Two products: Omni (perp DEX) + Pro (institutional platform). • Closed-loop liquidity — all flow via OLP (Omni Liquidity Provider), no external MMs. • Value stays internal: refunds, rebates, OLP vault profit-sharing. • 🔥Institutional endgame🔥: Pro could onboard billions in on-chain derivatives volume. • 500+ listings, RWA markets soon, proven team behind it. WHY IT’S DIFFERENT On Hyperliquid (public orderbook): • Retail-friendly, but big orders = slippage + taker fees. • External MMs (Wintermute, Citadel, etc.) extract value. On Variational (RFQ + OLP): • Users request quotes (RFQ) instead of hitting the book. • OLP aggregates & hedges flow across CEX/OTC venues. • No external MMs → no value leakage. • Better spreads, zero taker fees, deeper liquidity.

Even in the test network, the Pharos ecosystem already has some pretty good dAPPs, many of which are actively developing. Bitverse provides a pretty good DEX. The main thing to note is that the platform provides the opportunity to trade RWA contracts. For those who don't know what these are, they are real world assets, not just cryptocurrencies. Bitverse uses the RWA Engine mechanism, which connects digital assets to real ones, and thanks to the speed of L1 Pharos at 30,000 TPS, this simplifies and improves performance and quality.