اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
Andrew Moh | Alpha 🧵
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Bullish on #Eth L2's Degen - Gems - Alpha - Market Insights Twitter: https://twitter.com/0xAndrewMoh
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پستهای کانال
| 2 |  Unpopular take: most RWA projects are solving the wrong problem.
Issuance is not the bottleneck. Distribution is.
That’s what I agreed with Gohan’s thesis.
After an asset gets tokenized, where does it actually go? Where does it circulate, get used as collateral, get routed into yield?
That answer is mostly silence right now.
➜ The best tokenized T-bill in the world still just sits there if the distribution layer is weak.
This is how value accrues in any financial system.
Asset managers get the headlines. Clearinghouses and prime brokers capture the durable value.
The rails matter more than the assets running on them. Onchain will not be different.
Mantle is the only chain I see explicitly building for this role
Not just announcing RWA partnerships. Actually constructing the plumbing.
+ Ondo USDY and Agora AUSD named as core yield-bearing asset partnerships on its official site
+ xStocksFi live on Mantle, 24/7 tokenized equity trading via Fluxion
+ $2.117b bridged TVL, $776.55m native TVL, $766.01m stablecoin MC
+ Treasury disclosed at $4b+ in January 2025, RWA tokenization named a core strategic pillar
➜ That's a chain positioning itself as where tokenized assets actually move.
New stablecoin liquidity is still flooding in. USD1 just crossed $4.290b market cap with $1.498b in daily volume.
All of it needs somewhere to land.
anw, everyone is watching what gets tokenized next.
I'm watching where it lands.
https://x.com/0x99Gohan/status/2044000978962395516 | 0 |
| 3 |  Europe is well-known for its crypto legal framework, MiCA, MiFID, and DOEA.
But they mean nothing without practical case studies, like Vision with their Vision Chain - shaping the blockchain infrastructure in the region.
Vision Chain inherits the fulfilled model of Optimism:
+ OP stack - fast and cheap
+ a part of Optimism Superchain
+ fully EVM compatible with the largest user base
ofc, Vision Chain is not 'another' L2; it's pretty much like placing the first bricks for a regionally adopted network infrastructure where these moves are enabled:
+ using the MiCA-compliant Euro stablecoins for gas fees
+ connecting with major banks in Europe to establish a strong institutional backing
imo, with the solid base from Bitpanda, Vision Chain will have it | 0 |
