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

데이터 너드에 따르면, 한 시간 전 메타알파 지갑으로 의심되는 지갑이 코인세이프에 1,039만 달러 상당의 3,500 ETH를 입금했습니다.

금과 은은 이번 주에도 기록을 경신하며 귀금속의 강세를 보였지만, 암호화폐 투자자들에게는 상처에 상처를 더한 것과 같습니다. 한때 '디지털 금'으로 여겨졌던 비트코인은 사상 최고가를 기록한 후 올해 들어 6.25%, 이더리움은 12% 하락했습니다. 암호화폐 시장의 전반적인 분위기는 매우 침체되어 있으며, 상장된 암호화폐 자산 관리 회사의 주가도 급락했습니다. 투자자문사 Navellier & Associates의 설립자 루이스 나벨리에(Louis Navellier)는 대부분의 암호화폐가 계속 하락하는 동안 금값이 2025년 들어 70% 가까이 상승한 것을 감안할 때 암호화폐 투자자들이 금으로 눈을 돌릴 때라고 말하며 중앙은행의 매입, 낮은 변동성, 유동성 개선 등 금의 장점을 강조했습니다. 한편, 주요 투자자 피터 쉬프는 기술주가 오르고 금과 은이 오를 때 비트코인이 오르지 않는다면 절대 오르지 않을 수도 있다는 글을 X 플랫폼에 올렸습니다. (야후 파이낸스)

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.

올해 들어 지금까지 약 6,800만 달러에 해당하는 429,361주의 Strategy 주식을 매입한 월스트리트 채권 거래 대기업 캔터 피츠제럴드는 이달 초 향후 12개월 동안 Strategy 주식의 목표 주가를 이전 예상치인 560달러보다 약 59% 낮은 229달러로 설정했지만 '보유' 등급을 재차 유지했습니다. 이 회사는 이달 초 향후 12개월 동안 전략 주식의 목표 주가를 229달러로 설정했는데, 이는 이전 예상치인 560달러보다 약 59% 낮지만 장기적으로는 '보유' 등급을 유지하며 강세를 이어갈 것으로 전망했다. (BTCtreasuries)

시장에 따르면 현물 은은 이날 6.54% 하락한 온스당 74달러 아래로 떨어졌습니다. (GOLDEN TEN)

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.

일본은 2026년 세제 개혁 계획에 따라 디지털 자산 수익에 대해 20%의 고정 세금을 부과하는 암호화폐 과세 체계의 대대적인 개편을 추진하고 있습니다. 이는 현재의 55% 세율에서 크게 낮아진 것이지만, 새로운 정책은 현재 '특정' 암호화폐 자산에만 제한적으로 적용되기 때문에 많은 사람들이 그 의미를 궁금해하고 있습니다.

16세 소년이 자살로 사망한 후, ChatGPT가 반복적으로 목매달기를 논의해 소년의 고통을 악화시켰다는 주장과 함께 소송에 직면해 있습니다. 현재 Facebook은 안전 경고, 연령별 안내, 자녀 보호 기능 등 보다 강력한 청소년 보호 기능을 도입하여 피해를 예방하고 어린 사용자들이 연령에 맞는 안전한 상호작용을 할 수 있도록 하고 있습니다.

스텔라 개발 재단(SDF)은 선도적인 상호운용성 프로토콜인 레이어제로와 파트너십을 맺고 스텔라와 150개 이상의 블록체인 네트워크 간의 네이티브 연결을 가능하게 했습니다. 이 통합을 통해 자산, 특히 USDC와 기타 스테이블코인은 중앙화된 브리지나 중개자에 의존하지 않고도 체인 간에 원활하게 이동할 수 있습니다.

해커들이 레인보우 식스 시즈를 장악하여 플레이어들에게 수십억 개의 게임 크레딧과 희귀 아이템을 탈취하여 Ubisoft가 서버를 폐쇄했습니다. 유비소프트는 영향을 받은 계정을 롤백하는 동시에 플레이어가 사용한 아이템은 모두 보관할 수 있도록 하고 있으며, 점차적으로 게임을 재개할 예정입니다.

비트마인은 최근 암호화폐 역사상 가장 공격적인 자금 조달을 통해 수억 달러를 이더리움에 투자하는 동시에 장기적인 수익 전략으로 스테이킹을 수용했습니다.

미래에셋 그룹은 한국에서 네 번째로 큰 암호화폐 거래소인 코빗을 약 1000억~1400억 원(7000~1억 달러) 규모의 거래로 인수하는 협상을 진행 중입니다.

러시아 사이버 범죄자들이 취약한 마스터 비밀번호를 사용하고 믹서기와 러시아 거래소를 통해 자금을 세탁한 것으로 추정되는 3,500만 달러 이상의 암호화폐가 2022년 이후 LastPass 사용자들로부터 도난당했습니다. TRM 랩은 이러한 도난이 수년 동안 계속되었다는 사실을 발견했으며, 이는 보안이 취약하면 암호화된 금고도 손상될 수 있음을 보여줍니다.

코인베이스가 마침내 약 7만 개의 사용자 계정이 노출된 거래소 고객 데이터 유출 사건의 주범 중 한 명을 처음으로 체포했습니다.

새해를 맞이하면서 암호화폐에 대한 전 세계 온라인 관심도가 최저 수준으로 떨어졌으며, Google 검색 데이터에 따르면 2026년으로 접어들면서 소매업체의 관심이 급격히 감소할 것으로 예상됩니다.

JD 밴스 미국 부통령의 애완견을 테마로 한 아틀라스 멤코인은 68개의 지갑이 공급량의 절반 가까이를 통제하고 있으며, 조직적인 매수 및 잠재적인 내부자 활동의 징후를 보이고 있습니다. 이 토큰은 인플루언서인 웨일 인사이더가 대대적으로 홍보하면서 개인 투자자들이 가격 조작의 위험에 처할 수 있다는 우려를 불러일으켰습니다.