AICoin Daily Report (November 24)

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1. The number of addresses holding at least 10,000 BTC increases to 90, a new five-month high

The number of addresses holding at least 10,000 BTC has increased to 90, reaching a new five-month high. -Original

2. The probability of the Federal Reserve cutting rates by 25bp in December is 69.4%, with a cumulative cut of 50bp at 22.3%

CME's "FedWatch" data shows that the probability of the Federal Reserve cutting rates by 25 basis points in December is 69.4%, while the probability of keeping rates unchanged is 30.6%. By January next year, the probability of a cumulative cut of 25 basis points is 56.9%, with a probability of 20.8% for keeping rates unchanged, and a cumulative cut of 50 basis points at 22.3%. -Original

3. The correction in gold prices has ended, and it may rise to $4,700/oz

RWA (Real World Assets) is becoming the "new favorite" of global capital. Simply put, RWA refers to moving valuable and owned items from the real world—such as houses, bonds, stocks, and even art, private loans, and carbon credits, which are not easily traded—onto the blockchain, transforming them into tradable and programmable crypto assets. This way, no matter where you are, you can trade these items on-chain at any time and at low cost. OKX Research Institute believes that RWA is not a fleeting crypto trend but an important bridge for the integration of Web3 and the trillion-dollar traditional financial market. From the asset securitization of the 1970s to today's RWA, the core focus has been on enhancing asset liquidity, reducing transaction costs, and expanding the user base. This report aims to deeply analyze the RWA sector's landscape and explore this future possibility. 【Overview of the RWA Market: Development History, Scale, and Institutional Drivers】 Taking the rental housing scenario as an example, RWA is reconstructing traditional models: no need for intermediaries, no need for a deposit and three months' rent upfront, just "rent for a month" on the mobile app for automatic payment; when moving out, "one-click settlement" for instant deposit return; temporary relocations can transfer the remaining rental period on-chain, with full transparency and immutability. Landlords can complete property rights confirmation on-chain through RWA, with rent automatically distributed by smart contracts, and even "future rental periods" or "rental income rights" can be monetized in advance. RWA transforms real estate into flexible, tradable crypto assets, enhancing efficiency. 【Insights into the RWA Sector: User Profiles, Structure, and Six Major Assets】 (1) Private Credit: Core high-yield RWA assets (2) U.S. Treasury Bonds: "Entry-level" RWA for institutional capital (3) Commodities: Gold tokenization leads growth (4) Listed Stocks: Tech stocks and ETF tokenization become mainstream (5) Real Estate: Fragmented ownership lowers investment barriers (6) Stablecoins: Absolute dominance. By 2025, the narrative of RWA will reach its peak, but it may not ultimately be led by crypto companies. Platforms like Robinhood aggregate traffic through a unified window (stocks, crypto, future private credit) to earn distribution fees; while traditional financial giants controlling trillions in assets (like BlackRock and Fidelity) hold the top of the value chain, they have the capability to launch their own L2 or private chains, integrating assets, tokenization services, trading, and settlement into a closed loop. Learn more: https://www.okx.com/zh-hans/learn/okx-research-rwa?channelid=aicoin20 Register for OKX for a permanent 20% rebate: https://jump.do/zh-Hans/xlink?checkProxy=true&proxyId=2 -Original

4. Linea mainnet bridges over 1.22 million ETH, with interactive addresses reaching 420,000

According to Dune data, the Linea mainnet has bridged in 1,222,464 ETH, with a total of 1,310,038 transactions and 428,014 interactive addresses. -Original

5. Michael Saylor states he will not yield, possibly hinting at increasing BTC holdings

Michael Saylor, founder of Strategy, stated "I will not yield," possibly hinting at continuing to increase his Bitcoin holdings. Previously, the results of the "Will you HODL this week" poll he initiated showed that 77.8% did not sell. -Original

6. White House advisor states the new leadership of the Federal Reserve may adopt a rate-cutting policy

White House economic advisor Hassett stated that the new leadership of the Federal Reserve may adopt a rate-cutting policy. President Trump is expected to interview candidates for the Federal Reserve chair in the coming months and may finalize the selection around the New Year. -Original

7. U.S. Treasury Secretary states government shutdown caused a $11 billion loss in GDP

On November 23, U.S. Treasury Secretary Basant stated that the government shutdown caused a permanent loss of $11 billion to the U.S. GDP. -Original

8. BlackRock Bitcoin ETF daily trading volume reaches a record high of $8 billion

On November 21, the trading volume of the U.S. spot Bitcoin ETF surged, with BlackRock's iShares Bitcoin Trust (IBIT) achieving a daily trading volume of $8 billion, setting a new record since its inception. The total trading volume of Bitcoin ETFs across the market reached a historical high of $11.5 billion that day. Bitcoin prices stabilized around $84,000 after falling over 30% from their peak, driving a surge in trading volume. Despite the active trading, IBIT recorded a net outflow of approximately $122 million that day. ETF analyst Eric Balchunas pointed out that this reflects "massive liquidity rotation." Currently, Bitcoin has cumulatively dropped about 24% in November, down about one-third from its historical high of approximately $126,000 earlier this year. -Original

The above is a selection of hot topics from the past 24 hours. For faster news, please download AiCoin (aicoin.com)

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