Phyrex
Phyrex|4月 21, 2026 19:30
On the third day of being forced to operate, to be honest, I wasn't very tired today. Compared to the previous two days, I had a longer break, but the number of places to run has significantly increased. The farthest one is the digital port. At the invitation of @ zchrhrhr, I discussed some RWA and stablecoin related content with all the teachers. I won't say much about stablecoins. I always believe that pure US stock tokenization is a pseudo demand, of course, I am referring to "spot" rather than derivatives. Firstly, there are currently very few fully compliant listings on the US stock market, and even if there are, most users cannot access them. Secondly, due to non-compliance, most of the listings that people can access are those that cannot be delivered with the underlying stock. Once they cannot be delivered, they are essentially not "stocks", but only price parameters tracking the stock. It is precisely because they cannot be delivered that the opportunity for arbitrage with the underlying stock is very low. Furthermore, whether it is the US stock market or the prediction market, the biggest problem is to anchor users to cryptocurrency users. Derivatives are fine, after all, many small partners like high leverage contracts, but "spot" is not very interesting for investors who like to grow by hundreds or thousands of times. Of course, if the interest payment of US stocks is used as a way to generate interest on the chain, there is a possibility of development, at least it can make up for the weakness in DeFi that does not know where the benefits come from. After leaving the Cyberport, I went to several places and then went to the dinner party at @ Bitget_zh. With the experience of the previous two days, I had predicted that many people would attend, and indeed a lot of people. Thanks to @ LeslieLi92210 and @ xiejiayinBitget for their hospitality, especially Leslie, who seemed cute, but when it came to business ability, the aura directly changed from anime to Queen Fan, and I admired her. Unfortunately, I couldn't stand anymore and left earlier. After eating a big meal for two consecutive days, my stomach couldn't take it anymore. So Mr. Li took us to a food stall. To be honest, I thought the food at the stall was much more delicious than the previous two days. Thank you to Teacher Ma and Kitty for paying the bill. It was just the four of us, but as we ate, it turned into a big table 。 Tomorrow is the last day of forced operation, and it will be closed on the 23rd. Going home, I haven't missed home like this for a long time. I should be near the venue tomorrow and look forward to meeting my friends.
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