We’ve always believed that RWA has two core areas where real moats can be built.
One of them is actually off-chain.
For TCG, that means custody.
BNB/ETH only needs another ~10% move to reach 0.40 — up from 0.28 at the start of the year.
That would mark another year of 40%+ outperformance versus ETH.
Execution compounds.
2025年BNB回报大幅跑赢BTC和ETH。其中BNB跑赢ETH 33个点，如果叠加Launchpool收益，跑赢43个点（下面图表是ChatGPT生成，只能简单叠加收益，还不能复利计算）。我们认为BNB在未来三年，相对价格上可以每年跑赢ETH 30个点左右，三年之内完成总市值的反超（BNB的数量比ETH还多一些，1亿3对1亿）。
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You can now buy spot BNB ETF exposure directly on a stock exchange. The lines between crypto and traditional capital markets are disappearing.
Convergence is happening. $BNB
@vaneck_us launched the first U.S. spot BNB ETF, $VBNB, today.
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I agree with most of David’s points here.
ETH remains one of the most important assets and infrastructures in Web3. But I don’t think ETH needs to be “revalued” into a gold-like monetary premium asset.
Regulatory clarity, institutional adoption, DeFi, RWA, stablecoins and L2s can all be positive for Ethereum — but ETH’s valuation still needs to come back to value capture, network revenue, collateral demand, settlement demand, and real usage.
For context, I also sold all my ETH — not because I think Ethereum is irrelevant, but because I don’t see the current case for a structural re-rating of ETH as an asset.
ETH does not need to be "as good as gold” to be valuable. It can be valuable enough as core on-chain financial infrastructure.
I wrote more on this here:
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Couldn’t agree more. The best Web3 applications and infrastructure will serve the AI and agent economy — making possible what Web2 alone cannot. That future is arriving fast.
Embracing the AI economy starts with distilling yourself.
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"Binance's 320M users are demanding high-quality real-world assets."
.@cz_binance on podcast with @CathieDWood @LorenzoARK: "Wall Street and crypto should just be one industry."
Key moments:
→ Binance's 320M users are demanding high-quality real-world assets
→ Tokenization is unlocking gold, oil, and equities for crypto-native investors
→ Geopolitical volatility is making 24/7 global markets a feature
→ In 2015, TradFi giants were crypto's loudest skeptics; now they're building on it
The convergence is here.
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Great interview. Definitely worth listening to the full episode — without an AI assistant.
CZ addressed many important questions, and, as always, answered as frankly and directly as possible.
Good interview with The Free Press @TheFP.
Sharp questions, often started with assumptions that are different from mine.
Title: Former Binance CEO Speaks: From Crypto's Richest Man to Prison
I'd add "And Back" to the title if I could.
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Thanks for showing us the future... let's mark this tweet.
Most people saw a demo at Web3 Festival.
I saw the future.
A machine with a QR code.
A $0.01 stablecoin payment.
Light on in 3 seconds.
This is bigger than a payment flow.
This is the beginning of on-chain energy infrastructure for the real world.
Blockchain for Good
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Freedom of Money AMA
Way to go 🔥
Real passion, ZERO paid advertising —this is a home for every TCG enthusiast.
As a protocol focused on the Asian, we will continue to invest resources to sincerely build diverse community and gradually roll out features beyond only gacha.
Thx our @RenaissKrCM again!! 🇰🇷
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.@BNBCHAIN is the home to RWAs by TVL, by holders, and by variety.
Cross-border e-commerce receivable RWA has just landed with the PayFi vault opened.
Our BNB Yield Fund (BNB策略收益型基金) backed by @yzilabs is a secure and efficient gateway for all kinds of institutions to the BNB ecosystem, offering cost-effective and highly liquid access to its yield opportunities.
We are creating a closed-loop model and a value flywheel: institutions contribute to ecosystem growth while benefiting from it by investing in BNB through our BNB Yield Fund.
More announcements will be made after the Spring Festival holiday.
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