云海与Blc

RWA is taking over stablecoins
The eve of the Federal Reserve
Recently, many people have been watching whether Bitcoin has risen, but the real big money is less concerned about the price; they are doing something very important by quietly moving their money to on-chain US Treasury RWA. Yesterday was the eve of the Federal Reserve's interest rate meeting, and the market dared not bet on the direction, with risk assets collectively on hold. However, there was an unusual change in on-chain data: the money didn't leave, it just changed places. In the last 72 hours, the scale of stablecoins flowing to on-chain US Treasury RWA has already reached hundreds of millions of dollars. Such a volume of migration usually occurs when institutions have already figured out where the next phase of money should go, rather than retail investors rushing in; it is long-term and more rational money making decisions. Moreover, it is worth noting that not only individual investors are looking at RWA. Some leading DeFi organizations and DAOs have begun discussing and promoting the tokenization of government bonds as treasury assets. Even the Maker DAO system and Aave's institutional compliance path have made discussions. The actions of these protocol treasuries often occur a step ahead of market sentiment. There are no issues with stablecoins, but in an environment without high interest rates, money lying in a zero-interest place is a cost in itself.
Currently, the annual yield of on-chain US Treasury RWA is around 4.5%-5.5%. For institutions, this is not speculation; it is about not wanting to lose profits daily. Essentially, the Federal Reserve's risk-free interest rate has been completely transferred to the blockchain for the first time. While the traditional market is still waiting for Powell's comments, the on-chain has already made a choice with money. Now, RWA has two paths developing simultaneously: one is the traditional finance path, such as Blackrock's BuiDL, which focuses on compliance scale and ecology; the other is the crypto-native path, such as Ondo Finance, which innovates in efficiency combinations and on-chain liquidity. These two paths are not contradictory, but serve different types of money.
However, it must be made clear that RWA is not a low-risk asset. Recently, ONDO had a large unlocking, and the token price has fluctuated significantly, but this does not mean there is a problem with the US Treasury itself.
The price of governance tokens does not equate to the value of the underlying assets; these two matters should not be confused.
When a 4.5% yield can be settled in real-time, and when the risk-free interest rate officially goes on-chain, the boundary between crypto and traditional finance is being repriced.
$BTC #云海交易

In recent days, Binance has opened the official function for exchanging virtual currencies for fiat, which is primarily achieved through compliant licensed channels (such as BPay Global) connecting with traditional financial networks like SWIFT and Mastercard, allowing for the official clearing of crypto assets to fiat. This marks further compliance integration between the crypto industry and traditional finance, while also bringing real challenges such as costs, regulation, and regional differences. I will summarize the pros and cons for everyone in detail: (Starting with the advantages)

1. Core advantages
1. Compliance and risk control upgrades
(1) Relying on regulatory licenses like the Central Bank of Bahrain and SWIFT's standard clearing process, transaction traces are controllable, significantly reducing risks such as frozen cards and money laundering associations in the C2C model, and greatly enhancing the security of funds.
(2) Standardized KYC/AML processes replace third-party merchant reviews, making identity verification more standardized and fund flows traceable, aligning with anti-money laundering and cross-border payment regulatory requirements.
2. Improved user experience and security
(1) Official channels replace C2C personal transactions, eliminating intermediaries' price differences and credit risks, with more transparent quotes and more stable settlement efficiency (usually 0-5 working days).
(2) Supports multiple fiat currencies and mainstream crypto assets, covering over 70 countries, meeting the unified deposit and withdrawal needs of cross-border users, with clear and traceable operational paths.
3. Strengthened industry and platform value
(1) Building a compliant bridge between crypto and traditional finance, promoting the compliance process in the industry, and attracting institutions and risk-averse users to enter the market.
(2) Enhancing Binance's competitiveness among global exchanges, solidifying its position as a crypto-fiat hub, benefiting platform tokens and ecosystem trust.
4. Optimized asset conversion efficiency
Achieving the “atomic” conversion of crypto assets to on-paper fiat, and then clearing through SWIFT/bank cards, reducing multi-platform transitions and asset exposure risks. Some scenarios (such as European Mastercard) support real-time transactions, enhancing the convenience of small, high-frequency trading.
#云海交易 #币安官方兑换虚拟币

The cryptocurrency market is being redefined for the following reasons:
Now that fluctuations in U.S. stocks and gold no longer significantly impact the cryptocurrency market, it is a very good signal feedback. Why is this so?
This indicates that the cryptocurrency market is being redefined; it is being accepted by mainstream assets and is no longer a subsidiary of anyone. The upcoming various market trends, as well as yearly trends, are all bullish and focused on value investment! $BTC #云海 #云海交易 #加密市场回调

Recently, many friends asked me about the current market being very volatile, how to view it and how to respond. What I want to say is that we need to analyze step by step based on specific events. The recent major issue is the various tariffs between Greenland and the European Union, as well as the delayed cryptocurrency regulatory bill.
1. Impact on the cryptocurrency market (event-driven and price performance)
1. Initial impact (January 17-19): Tariff threats trigger sell-off
◦ Trump announced on Truth Social: If the 'purchase of the island' does not go through, from February 1, an additional 10% tariff will be imposed on Denmark and 7 other countries, rising to 25% in June.
◦ Bitcoin once fell 3.6% below 91,000 USD, Ethereum fell 4.9%, and Solana dropped by 8.6%; nearly 800 million USD was liquidated across the network, and the market value evaporated by about 100 billion USD.
◦ Market logic: Risk assets are under pressure across the board, and the narrative of cryptocurrencies as 'digital gold' temporarily fails, with funds shifting to gold (which reached a new high of 4,800 USD).
2. Quick reversal (January 21-22): Negotiation framework established + tariff delay
◦ Trump reached a framework agreement on Greenland with NATO Secretary General Jens Stoltenberg, canceling the February 1 tariff measures and shifting to negotiations on 'military access + mineral development + missile defense deployment'.
◦ Bitcoin returned above 90,000 USD, rebounding more than 3% from the daily low; Ethereum rebounded nearly 7% to above 3,060 USD.
◦ Market logic: Uncertainty decreases, risk appetite recovers; coupled with Trump urging Congress to advance cryptocurrency regulatory legislation, boosting industry confidence. However, we cannot fully trust what this bizarre person says now.
3. Structural impact
◦ Regulatory expectations diverge: The White House pushes for regulatory legislation, but the ban on platform deposit yields remains controversial, and the pace of legislative implementation becomes a key variable.
◦ Institutional funds rebalancing: ETF fund inflows slow down, hedge funds increase allocation to volatility products, and liquidity premiums for highly volatile altcoins narrow.
◦ Risk-hedging narrative recalibrated: Correlation between cryptocurrencies and U.S. stocks, tech stocks rises, and hedging attributes may only manifest under extreme dollar credit crises, remaining risk assets in the short term.
The subsequent big market trend still depends on the direction of recovery from the bottom, but the bottom has not yet been reached…#云海交易 #比特币 #特朗普取消对欧关税威胁 #美国加密市场法案延迟 $ETH

Make a small wave, the recent market has been fluctuating, choosing to place limit orders is the most suitable $ETH

The market is about to make a big move!

Huang Mao frequently causes trouble, gold hits a new high again, what do you think about the upcoming market trends?
In the short term, you can take a long position on rebounds, while in the long term, I continue to be bearish on Ethereum, and I expect to see it start with 2 again!
This is called following the trend, rather than going against it! $ETH #黄金

Saying bearish on Ethereum is not just talk $ETH $BTC #美国核心CPI低于预期 #eth

The Clear Act vote is highly likely to pass, which is positive for cryptocurrencies, so this recent rise is likely a提前 digestion of that positive news. However, given the current political situation, central banks worldwide support Powell and are unwilling to let the U.S. president interfere with monetary policy. When the news is fully priced in, the positive sentiment may fade.
Sell at the opening high tonight—I've already added my position! $ETH $BTC

Trump says he's the acting president of Venezuela, check out how the unruly blonde performs 😂$BTC #特朗普立场 #委瑞内拉 #云海

ETH layout long positions, just wait.
Non-farm data is about to be released.
Fed Governor Milan said a 150 basis point rate cut might happen again in 2026.
Is this a major positive? Let's wait and see.
For short-term traders, based on the current market situation, the 3000 support level is still relatively solid. You can place limit orders to set up long positions around 3060, aiming for profit-taking around 3150.
No clear breakout signs are visible in the long term.
For medium to long-term positions, continue to manage short positions: $ETH $BTC #云海交易

2026 Cloud Sea Trading is set to embark! See you in February! $BTC $ETH