Alloの‌価格RWA

Why did the market start growing? U.S.A. acts? The USA accepted 3 very important laws at once: > GENIUS act > Clarity act > Anti-CBDC Surveillance State Act and this is a bullish factor, because it was right after this that the market began to grow in particular, the GENIUS Act creates a regulatory framework for stablecoins in the USA Clarity Act defines the legal status of crypto assets, making them legal Anti-CBDC Act prohibits the U.S. Federal Reserve from independently issuing a central bank digital currency Only Trump’s signature remains, and the entire market will become officially regulated 1/ What are the main advantages of this, and how will it help? > fewer problems from the SEC and regulator clarity > growth in market liquidity and people’s trust in it > attracting major players like top funds 2/ Can this somehow change the market in the long term? I believe, yes This will reduce cases of fraud and misunderstandings, especially with stablecoins Each of them will undergo safety standards and reserve checks And of course, the implementation of tokenized assets and finance, which opens access to innovations Things like RWA may become a certain reality, of course, after some time 3/ Conclusion Important news, which even in summer gave us green candles It remains to be seen whether there will be an “alt season,” which everyone is waiting for Obviously, the main activity and everything else will become clear closer to the end of summer

As crypto heats up, a new battle is emerging — not for L1s or memecoins, but for control over the next-generation dollar. From Tether to PayPal to BlackRock, everyone wants a piece of the stablecoin stack. 🔑Key players and drivers: ➡️ Tether ($USDT): Still the king — over $110B in circulation, dominant in CEXs, OTC, and emerging markets ➡️ PayPal ($PYUSD): Now in Venmo, integrating with merchants, fully regulated but deeply centralized ➡️ BlackRock ($BUIDL): Not a classic stablecoin — a tokenized T-bill fund becoming Wall Street’s “digital dollar” ($500M+ AUM) ➡️ US regulation: CLARITY and GENIUS bills are shaping future rules for stablecoins and digital assets ➡️ CBDCs on pause: Private stablecoins keep gaining ground Each stablecoin is playing its own game: 🟠 $USDT — Dominates in unstable currencies and frontier markets 🟠 $PYUSD — Expanding through PayPal’s Web2 rails and real-world payments 🟠 $BUIDL — Targeting institutions with yield-bearing, tokenized cash 📈Who’s next in line to rise? 🟢$USDC (Circle): Rebounding post-crisis, shifting focus to RWA and banking APIs 🟢 FDUSD: From First Digital Trust, gaining traction fast on Binance 🟢 EURe, XAUt: Gold- or euro-backed alternatives that could shine in times of USD stress 🟢 USDe (Ethena): Yield-bearing, algorithmic newcomer bridging RWA and DeFi Stablecoins are no longer just “digital dollars” — they’re becoming the core of a new financial stack. Expect this sector to be the main battleground for liquidity and trust in the next cycle.

BUIDL, the @BlackRock USD Institutional Digital Liquidity Fund, tokenized by Securitize, is the largest tokenized RWA and tokenized treasury by far, representing nearly 40% of the entire tokenized treasuries market.

Securitize is building the core infrastructure allowing the RWA Market to soar past $25B.

A huge step towards RWAFi has been achieved on @SeiNetwork. You might already know @OndoFinance, but these metrics could surprise you a lot: + Ondo ranks 2nd in total US Treasuries holdings, with $1.39b. + $USDY, a tokenized note issued by Ondo, is in the top 7 RWA assets, with a market cap of over $653m. ➜ Ondo plays a major role in the overall RWA market. Integrating $USDY on Sei brings substantial advantages: + Sei's TVL receives a substantial boost from a leading project in the RWA narrative + Sei users can now access the extensive DeFi utilities of USDY, including yields and lending opportunities Get ready to experience USDY on Sei's advanced infrastructure.