Different strategies that projects are deploying to adopt RWAs in DeFi. Take a look at the gap: + represented RWA value: $437.19b - 204% gain over 30 days + distributed RWA value: $30.92b - only 6% gain over 30 days This means the gap between these 2 metrics is getting much larger. I think the major reason lies in how protocols adopt this RWA value in practice - they're really slow. How to speed up this progress? imo, there are three ways to adopt RWAs depending on the protocol's strengths. 1. Having RWAs as collateral assets for lending + outstanding model: @aave horizon market + total market size: $506m + total borrows: $156.4m Remarkable RWAs include RLUSD from @Ripple, USCC and USTB from @SuperstateInc, GHO from Aave, VBILL from @vaneck_us, and more. At the leading position of Aave, having these RWAs as collateral assets is a smart move, leveraging strong reputation and wide connections with institutions and funds. However, these RWAs are mostly stablecoins. Aave really needs to diversify the list. 2. Putting RWAs into productive yields + outstanding model: @pendle_fi + total market size: estimated at above $1b + highest implied APY: 20.84% Pendle seems to be a trusted place for RWAs to become fully composable in DeFi by turning them into PT-assets. Thanks to Pendle, RWAs can also be present in agentic strategies conducted on INFINIT, in collab with lending platforms like Aave or Morpho. 3. Tokenizing RWAs into tradable assets + outstanding model: @OndoFinance Global Markets + total market size: $755.9m + total volume (CEX + DEX): $17.1b Ondo Global Market is taking the lead in making tokenized stocks fully mintable and tradable. TVL has been growing super fast since launch in September 2025.

🇨🇳 Where China Has Invested Most in the Last 20 Years Chinese Investment in $ Billion (2005-2025): 1. 🇺🇸 United States: 204.14 2. 🇦🇺 Australia: 108.12 3. 🇬🇧 United Kingdom: 106.58 4. 🇧🇷 Brazil: 78.88 5. 🇨🇭 Switzerland: 62.87 6. 🇨🇦 Canada: 57.28 7. 🇩🇪 Germany: 56.34 8. 🇮🇩 Indonesia: 49.37 9. 🇸🇬 Singapore: 46.11 10. 🇫🇷 France: 37.07 11. 🇷🇺 Russia: 34.25 12. 🇵🇪 Peru: 29.10 13. 🇲🇾 Malaysia: 27.93 14. 🇮🇹 Italy: 25.75 15. 🇰🇿 Kazakhstan: 25.22 16. 🇳🇱 Netherlands: 21.95 17. 🇨🇩 Congo: 19.93 18. 🇫🇮 Finland: 18.48 19. 🇨🇱 Chile: 17.55 20. 🇮🇳 India: 17.28 21. 🇸🇪 Sweden: 17.25 22. 🇱🇦 Laos: 16.82 23. 🇵🇰 Pakistan: 16.56 24. 🇸🇦 Saudi Arabia: 15.70 25. 🇮🇶 Iraq: 15.56 26. 🇰🇭 Cambodia: 14.59 27. 🇰🇷 Korea, South: 14.31 28. 🇻🇳 Vietnam: 14.21 29. 🇬🇾 Guyana: 14.04 30. 🇭🇺 Hungary: 13.80 31. 🇪🇸 Spain: 13.54 32. 🇦🇷 Argentina: 13.21 33. 🇯🇵 Japan: 12.78 34. 🇮🇱 Israel: 12.73 35. 🇬🇳 Guinea: 12.11 Source: China Global Investment Tracker (CGIT)

Long-horizon $BTC holders are absorbing supply at the fastest rate since the COVID-19 crash. The breakout above $80,000 is not leverage-driven. Bitfinex Alpha 204 reads what that means for the next move.

The symbols 𝑑𝑥, 𝑑𝑦, and 𝑑𝑥/𝑑𝑦 or 𝑑𝑦/𝑑𝑥 were introduced by German mathematician Gottfried Wilhelm Leibniz (1646 – 1716) in a manuscript dated November 11, 1675 (Cajori Vol. 2, p. 204).

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.