@sizheplue

Binance x BlackRock: a structural turning point in the crypto market Many people don't realize the weight of today's news, but this is the most important signal I have ever seen: Binance officially supported BlackRock's BUIDL, the world's largest asset management company, and connected it to Binance's institutional settlement system after tokenizing the US dollar government bond fund. This is not a functional update. This is a cycle change. 1. Wall Street's "US dollar short debt earnings" directly flowed into the currency circle for the first time. BUIDL = Tokenized US Dollar Short-Term Treasury Bond Fund Distributed by BlackRock and hosted on the Securitize chain. Binance now allows the institution to: Hold government bond income assets on the chain As collateral You can also continue trading on Binance. At the same time, enjoy an annualized 4-5% profit The barrier between traditional finance and crypto finance has been completely broken. 2. Binance is turning itself into an "RWA Bank + Transaction Clearing Center" Combined with three-party custody (bank) MirrorRSV (on-chain cold wallet) Ceffu (Institutional Hosting) BUIDL (treasury bond income) What Binance does is no longer an exchange. It is constructing: Compliance institutional channels Off-exter clearing system RWA Mortgage Network Asset tokenization infrastructure This is a new Binance. It is also a new industry. 3. This will accelerate the 'institutional era' of the encryption market. The appearance of BUIDL means: Family office Fund Bank Enterprise Traditional asset manager Some assets (1–5% configuration) can be put into: BTC ETH. RWA Dagong Chain The market that relied on "retal FOMO" in the old days is coming to an end. 4. RWA will become the biggest long-term narrative in 2025–2027 ONDO, POLYX, MANTA, AVAIL... These are the most popular tracks for institutions. RWA = U.S. Treasury income moved to the chain This is a global trillions market. The biggest sign today is: Binance officially connected to RWA products on Wall Street. It is a historical milestone. 5. Retaial investors need to understand that the market structure is undergoing a radical change. BTC is becoming more and more institutionalized The decline will become smaller and smaller. The four-year cycle is weakened. The differentiation of counterfeit currency will be more extreme. It's hard to live junk money. Funds will flow to real usage scenarios (public chain / RWA / chain tour leader) The era of "all air coins soaring" in 2021 will not come again. 6. What does this mean for counterfeit currency? Lihao: SOL IMX RON SUI Ton ONDO MANTA Likong: GameFi without products High FDV air The chain that relies purely on hype No income token No DAU project There is only one core logic in the future. Real Value > Pure Narrative Value Cash Flow > Air Story DAU > PPT Today's incident will be written into the future history of encryption: The official switch from the retail era to the institutional era. BlackRock x Binance RWA x Crypto Traditional finance x blockchain This is the biggest structural change in the next 10 years.

0 reply

0 recast

1 reaction