Real-world asset (RWA) protocols have surged to become one of decentralized finance’s fastest-growing sectors, overtaking decentralized exchanges (DEXs) to rank as the fifth-largest DeFi category by total value locked (TVL), according to data from DefiLlama.RWAs now account for approximately $17 billion in TVL, up from around $12 billion in the fourth quarter of 2024. The milestone marks a structural shift in DeFi, as tokenized US Treasurys, private credit, and commodities transition from experimental use cases into core onchain financial infrastructure.“At the start of this year, RWAs weren’t even in the top 10 DeFi categories,” DefiLlama noted — underscoring the speed at which onchain representations of real-world assets have gained traction.RWAs Move From Niche Experiments to DeFi’s Core PlumbingThe growth of RWAs reflects a broader change in how capital is flowing into crypto. Rather than chasing speculative yield, investors are increasingly deploying funds into onchain versions of familiar, yield-bearing financial instruments.Vincent Liu, chief investment officer at Kronos Research, said RWA expansion is being driven by “balance-sheet incentives rather than experimentation.”With interest rates remaining higher for longer, tokenized Treasurys and private credit offer predictable yield, while improving regulatory clarity has lowered friction for institutional allocators exploring onchain markets.Earlier in 2025, RWAs excluding stablecoins had already grown to roughly $24 billion, with private credit and tokenized government debt emerging as the primary growth engines.Ethereum Dominates, but Multichain RWAs Are ExpandingEthereum continues to dominate as the primary public settlement layer for RWAs, hosting the majority of onchain debt instruments, tokenized funds, and credit structures.That said, data from RWA.xyz shows a growing second tier of blockchains gaining traction, including:BNB ChainAvalancheSolanaPolygonArbitrumEach currently captures low-to-mid single-digit percentages of public-chain RWA value, but together they point to a more diversified, multichain future for tokenized assets.Alongside public blockchains, permissioned infrastructure has also emerged as a major force. The Canton Network now hosts over 90% of total institutional RWA market share, providing a regulated, privacy-preserving environment that can still interoperate with DeFi liquidity and data rails.Tokenized Treasurys Lead RWA AdoptionTokenized US Treasurys remain the gateway product pulling capital onchain.Platforms and funds driving this segment include:BlackRock’s BUIDLCircle’s USYCFranklin Templeton’s BENJIOndo’s OUSGTogether, these vehicles have pushed tokenized Treasury exposure into the multi-billion-dollar range, cementing government debt as a foundational onchain yield product.Liu noted that as the sector matures, the constraint is no longer tokenization itself, but rather liquidity, secondary markets, and integration with traditional finance systems.Looking into 2026, he expects focus to shift away from headline TVL figures toward deeper questions:who controls issuance, where RWAs are used as collateral, and which venues capture secondary-market flow.Gold, Silver and Commodities Add a New Growth LegRallies in gold and silver are adding fresh momentum to the RWA narrative, pulling new capital into tokenized commodities.Recent estimates place the tokenized commodities market near $4 billion in market capitalization, led by gold-backed products such as Tether Gold and Paxos Gold, which have expanded alongside rising spot prices.Liu said the recent metals rally is “elevating tokenized commodities from niche RWAs to macro-relevant assets,” as investors demand 24/7, onchain access and settlement during periods of heightened volatility.As prices rise, issuance attracts liquidity, which in turn reinforces adoption — creating what Liu described as “behavioral validation” beyond simple yield-seeking.What Comes Next for RWAs in DeFi?Looking ahead to 2026, several themes stand out:RWAs are now foundational DeFi building blocks, not side experimentsTreasurys and private credit anchor onchain yieldCommodities introduce macro relevance and volatility hedgingInteroperability will be key, especially as RWAs evolve into neutral collateral that can move seamlessly across chains and venuesAs RWAs continue climbing DeFi’s rankings, the sector is increasingly shaping the bridge between traditional finance balance sheets and blockchain-native liquidity — a shift that could define the next phase of onchain finance.

According to PANews, recent statistics from defioasis.eth indicate that among the 1,733,785 trading addresses on Polymarket, approximately 70% have incurred losses, while only about 30% are in profit. Notably, a mere 0.0385% of top profitable addresses account for over 70% of total profits, amounting to $3.7 billion. Nearly 25% of addresses are profitable but only within the $0–1,000 range, contributing less than 1% to total profits. Meanwhile, over 63.5% of addresses have losses not exceeding $1,000, though 149 addresses have losses exceeding $1 million. This data is based on realized gains and losses, excluding any floating open positions.

On Dec 29, 2025, 12:12 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 87,000 USDT and is now trading at 86,982.21875 USDT, with a narrowed 0.96% decrease in 24 hours.

Tokenized silver trading volumes have exploded onchain as silver prices surge to record highs, signaling growing investor demand for blockchain-based exposure to commodities amid supply stress, macro uncertainty, and extreme volatility in traditional markets.Onchain data shows that as silver futures and ETFs rallied, tokenized versions of silver followed — and in some cases outpaced — traditional market activity, reinforcing the momentum behind real-world asset (RWA) tokenization.Tokenized Silver Trading Jumps 1,200% in One MonthInterest in silver is increasingly spilling into tokenized markets. According to data from RWA.xyz, the tokenized version of the iShares Silver Trust (SLV) recorded a:1,200% surge in monthly onchain transfer volume300% increase in the number of holders~40% rise in net asset value over the past 30 daysThe spike mirrors growing volatility and inflows across silver futures and ETFs, but also highlights how investors are turning to blockchain rails for faster, fractional, and borderless access to commodities.Tokenization allows real-world assets — including commodities, real estate, private equity, and funds — to be represented as digital tokens onchain, enabling 24/7 trading, instant settlement, and broader global access.For tokenized SLV specifically, non-U.S. investors can mint, redeem, and transfer exposure to silver without relying on traditional brokerage infrastructure.Physical Silver Markets Diverge From Paper PricingSilver’s rally has been driven by tightening physical supply, with pricing dynamics increasingly diverging from futures markets.Key signals of stress include:Double-digit physical premiums in Asia over COMEX futuresBackwardation in the London forward curve, where spot silver trades above future delivery prices — a classic sign of near-term supply scarcitySilver trading near $80+ per ounce, levels rarely sustained historicallyBackwardation suggests buyers are willing to pay more for immediate physical delivery, underscoring supply constraints that paper markets may not fully reflect.What’s Driving Silver’s Record Rally?Silver’s surge is being fueled by a convergence of structural, industrial, and macroeconomic forces:1. Supply ConstraintsChina’s decision to impose export licensing on refined silver starting Jan. 1 has raised fears of reduced global availability, tightening physical markets further.2. Inelastic Industrial DemandSilver remains critical to solar-power and photovoltaic manufacturing, with demand remaining resilient even after prices have more than tripled since 2024.3. Macro TailwindsExpectations of future U.S. rate cuts, combined with long-term concerns around currency debasement, have pushed investors toward hard assets such as gold and silver.Silver Trades Like Crypto: Extreme Volatility Takes HoldSilver’s recent price action has looked uncannily similar to Bitcoin-style volatility.Over the weekend, silver:Spiked 6% in minutesThen plunged 10% within just over an hourMarket observers highlighted the move as one of the most violent swings in modern precious-metals trading, underscoring how liquidity, leverage, and macro positioning are reshaping traditionally “stable” assets.This volatility contrasts with crypto markets, which have remained relatively subdued in December.Tokenized Silver Confirms the Rise of Onchain CommoditiesThe parallel rally between traditional silver markets and tokenized silver onchain offers another data point supporting the long-term case for RWA tokenization.As investors seek:Real assetsFaster settlementGlobal accessLower friction than traditional finance…tokenized commodities are emerging as a bridge between TradFi demand and crypto infrastructure.Silver’s explosive onchain activity suggests tokenization is no longer a niche experiment — but an increasingly preferred access layer during periods of market stress and volatility.Key TakeawaysTokenized silver volumes surged 1,200% in 30 daysHolder count rose 300%, signaling broad participationPhysical silver markets show clear supply stressPrice volatility rivals crypto-style movesOnchain RWAs continue gaining real traction

بحسب موقع The Data Nerd، قبل ساعة، قامت محفظة يشتبه في أنها تابعة لشركة MetaAlpha بإيداع 3500 إيثيريوم، بقيمة 10.39 مليون دولار، في منصة Binance.

سجلت أسعار الذهب والفضة أرقامًا قياسية جديدة هذا الأسبوع، مما يُبرز قوة المعادن النفيسة. إلا أن هذا يُعدّ بمثابة إضافة إلى معاناة مستثمري العملات الرقمية. فقد انخفض سعر البيتكوين، الذي كان يُعتبر "الذهب الرقمي"، بنسبة 6.25% هذا العام بعد بلوغه سعرًا قياسيًا، بينما انخفض سعر الإيثيريوم بنسبة 12%. ويسود جوٌ من الركود في سوق العملات الرقمية، حتى أنه أثّر سلبًا على أسعار أسهم شركات إدارة أصول العملات الرقمية المدرجة في البورصة. وأشار لويس نافيلير، مؤسس شركة نافيلير وشركائه للاستشارات الاستثمارية، إلى أنه نظرًا لتوقعات ارتفاع أسعار الذهب بنحو 70% في عام 2025، في حين تستمر معظم العملات الرقمية في الانخفاض، فقد حان الوقت لمستثمري العملات الرقمية للتوجه نحو الذهب. وأكد على مزايا الذهب، بما في ذلك عمليات الشراء من قبل البنوك المركزية، وانخفاض التقلبات، وتحسين السيولة. في غضون ذلك، نشر المستثمر الشهير بيتر شيف على منصة X أنه إذا لم يرتفع سعر البيتكوين مع ارتفاع أسهم شركات التكنولوجيا، ولم يرتفع مع ارتفاع أسعار الذهب والفضة، فقد لا يرتفع أبدًا. (ياهو فاينانس)

Bitcoin whales have emerged as the primary buyers in the $80,000 price range, quietly accumulating while smaller investors continue to sell amid persistent market fear, according to new on-chain data from Glassnode.The data highlights a growing divergence between large holders and retail participants as Bitcoin consolidates below the $90,000 level.Whale Accumulation Strengthens After $80K Bitcoin BottomBitcoin whales — defined as entities holding 1,000 BTC or more — have been the dominant accumulators since Bitcoin bottomed near $80,000 in late November, Glassnode data shows.The 1,000 to 10,000 BTC cohort stands out as the only group displaying sustained net accumulation, with its Accumulation Trend Score approaching 1, the highest possible reading. This metric evaluates whether wallet cohorts are accumulating or distributing based on net balance changes over the past 15 days.A score close to 1 signals strong accumulation, while a score near 0 indicates distribution.According to Glassnode, this whale cohort has consistently added Bitcoin during the recent consolidation phase — even as price volatility and negative sentiment dominated the broader market.Large Holders Buy as Smaller Investors SellWhile whales accumulate, entities holding fewer than 1,000 BTC are net sellers, showing varying degrees of distribution across nearly all smaller wallet cohorts.This pattern is consistent with capitulation behavior, especially as the Crypto Fear & Greed Index has remained in “fear” or “extreme fear” territory for roughly the past 30 days.Historically, prolonged fear-driven selling by retail investors has often coincided with accumulation phases led by larger, more sophisticated market participants.$80,000 Zone Attracts Strategic Bitcoin BuyersGlassnode’s data suggests the $80,000 level represents a key accumulation zone, particularly because Bitcoin has spent relatively little time trading in that range compared with other major price levels.That scarcity appears to have attracted large buyers looking to establish or expand long-term positions during periods of market stress.Notably, the 10,000+ BTC whale cohort was especially aggressive when Bitcoin first revisited $80,000 in late November. While accumulation from this largest group has slowed in recent weeks, the cohort has not yet shifted to net selling — a meaningful contrast to earlier in the year when distribution intensified as BTC traded above $100,000.Market Structure Signals Divergence, Not PanicAt the time of writing, Bitcoin trades around $87,500, just below the psychologically important $90,000 level. Despite muted price action, on-chain behavior suggests distribution pressure is coming primarily from smaller holders, not from long-term whales.This divergence between price sentiment and accumulation trends often marks late-stage corrections rather than the start of prolonged bear markets, though short-term volatility may persist.Key Takeaways for InvestorsBitcoin whales (1,000–10,000 BTC) are the strongest buyers near $80KRetail and small holders (<1,000 BTC) are net sellers amid fearAccumulation Trend Score near 1 confirms sustained whale buyingFear-driven capitulation historically aligns with accumulation phasesLargest whales are slowing buys but not distributing yetOn-chain data shows that Bitcoin’s largest holders are steadily accumulating during retail fear, reinforcing the $80,000 zone as a strategically important support area. While price action remains range-bound and sentiment fragile, whale behavior suggests confidence in Bitcoin’s longer-term value proposition.As history has often shown, periods of widespread fear paired with large-scale accumulation tend to precede meaningful trend shifts — though patience may be required before that conviction is reflected in price.

استحوذت شركة كانتور فيتزجيرالد، عملاق تداول السندات في وول ستريت، على 429,361 سهمًا من أسهم شركة ستراتيجى هذا العام، بقيمة تقارب 68 مليون دولار. وفي وقت سابق من هذا الشهر، حددت الشركة سعرًا مستهدفًا لسهم ستراتيجى عند 229 دولارًا خلال 12 شهرًا، أي أقل بنحو 59% من سعرها المستهدف السابق البالغ 560 دولارًا، لكنها أكدت توصيتها بزيادة الوزن النسبي للسهم في المحفظة، مع استمرار تفاؤلها بشأنه على المدى الطويل. (BTCtreasuries)

تُظهر بيانات السوق أن سعر الفضة الفوري انخفض إلى ما دون 74 دولارًا للأونصة، بانخفاض قدره 6.54% خلال اليوم. (جينشي)

According to Foresight News, Cango Inc. has announced that its sole Class B ordinary shareholder, Enduring Wealth Capital Limited (EWCL), has decided to increase its investment in the company through a cash subscription. Under the investment agreement signed on December 29, 2025, Cango Inc. will issue 7,000,000 Class B ordinary shares to EWCL, each carrying 20 votes. EWCL will subscribe to these shares for a total of $10.5 million, equating to $1.5 per share. Following this investment, EWCL's ownership in the company will rise from approximately 2.81% to 4.69%, with voting rights increasing from about 36.68% to 49.61%. The completion of this investment is subject to customary conditions, including approval from the New York Stock Exchange, and is expected to be finalized in January 2026. However, there is no guarantee that all conditions for the completion of the investment will be met.

تُجري اليابان إصلاحًا جذريًا لنظامها الضريبي الخاص بالعملات الرقمية، حيث تقترح فرض ضريبة ثابتة بنسبة 20% على أرباح الأصول الرقمية ضمن خطة إصلاحها الضريبي لعام 2026. ورغم أن هذا يمثل انخفاضًا ملحوظًا عن النسبة الحالية البالغة 55%، إلا أن السياسة الجديدة لا تُطبق حاليًا إلا على مجموعة محدودة من الأصول الرقمية "المحددة"، مما يثير تساؤلات لدى الكثيرين حول دلالات ذلك.

تواجه شركة OpenAI دعاوى قضائية بعد انتحار مراهق يبلغ من العمر 16 عامًا، حيث يُزعم أن برنامج ChatGPT ناقش موضوع الشنق مرارًا وتكرارًا، مما قد يكون فاقم معاناته. وتقوم الشركة حاليًا بتطبيق إجراءات حماية أكثر صرامة للمراهقين، تشمل تنبيهات السلامة، وإرشادات خاصة بالفئة العمرية، وأدوات الرقابة الأبوية، وذلك لمنع الضرر وضمان تفاعلات أكثر أمانًا ومناسبة لأعمار المستخدمين الصغار.

عقدت مؤسسة تطوير ستيلر (SDF) شراكة مع LayerZero، وهي بروتوكول رائد في مجال قابلية التشغيل البيني، لتمكين الاتصال المباشر بين ستيلر وأكثر من 150 شبكة بلوك تشين. يتيح هذا التكامل للأصول - ولا سيما USDC والعملات المستقرة الأخرى - الانتقال بسلاسة عبر السلاسل دون الحاجة إلى جسور أو وسطاء مركزيين.

سيطر قراصنة على لعبة Rainbow Six Siege، ومنحوا اللاعبين مليارات العملات داخل اللعبة وعناصر نادرة، مما أجبر شركة Ubisoft على إغلاق الخوادم. وتقوم الشركة حاليًا باستعادة الحسابات المتضررة مع السماح للاعبين بالاحتفاظ بأي عناصر استخدموها، كما تعمل على إعادة فتح اللعبة تدريجيًا.

قامت شركة Bitmine بواحدة من أكثر التحركات الجريئة في مجال الخزينة في تاريخ العملات المشفرة الحديث، حيث خصصت مئات الملايين من الدولارات لشبكة Ethereum بينما تبنت في الوقت نفسه التخزين كاستراتيجية دخل طويلة الأجل.

تجري مجموعة ميراي أسيت محادثات لشراء رابع أكبر بورصة للعملات المشفرة في كوريا الجنوبية، كوربيت، في صفقة تبلغ قيمتها حوالي 100 إلى 140 مليار وون (70-100 مليون دولار).

تم تتبع أكثر من 35 مليون دولار من العملات المشفرة المسروقة من مستخدمي LastPass منذ عام 2022 إلى مجرمين إلكترونيين روس استخدموا كلمات مرور رئيسية ضعيفة وقاموا بغسل الأموال عبر منصات خلط العملات ومنصات التداول الروسية. وقد وجد مختبر TRM أن عمليات السرقة استمرت لسنوات، مما يدل على أنه حتى الخزائن المشفرة يمكن اختراقها إذا كانت ممارسات الأمان ضعيفة.

أعلنت منصة Coinbase أخيراً عن أول عملية اعتقال لأحد العقول المدبرة وراء اختراق بيانات العملاء الذي كشف عن ما يقرب من 70 ألف حساب مستخدم.

انخفض الاهتمام العالمي عبر الإنترنت بالعملات المشفرة إلى أدنى مستوياته مع اقترابنا من العام الجديد، حيث تشير بيانات بحث جوجل إلى تراجع حاد في اهتمام المستهلكين مع دخول السوق عام 2026.

عملة "أطلس" الرقمية، المستوحاة من كلب نائب الرئيس الأمريكي جيه دي فانس، تخضع لسيطرة 68 محفظة رقمية تُظهر مؤشرات على عمليات شراء منسقة ونشاط محتمل من الداخل، حيث يُسيطر على ما يقارب نصف المعروض منها. وقد حظيت العملة بترويج مكثف من قِبل المؤثر "ويل إنسايدر"، مما أثار مخاوف من تعرض المستثمرين الأفراد لخطر التلاعب بالأسعار.