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BounceBit's roadmap - 𝐀 𝐧𝐞𝐰 𝐩𝐚𝐫𝐚𝐝𝐢𝐠𝐦 Imagine a system that merges RWA yield with returns through CeDeFi - not by directly tokenizing real assets, but by enabling them to generate yield from multiple sources simultaneously. 𝐓𝐡𝐞 𝐯𝐢𝐬𝐢𝐨𝐧🧵⤵️

79,801 просмотров • 1 год назад •via X (Twitter)

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🔥METAPLANET MOON MATH🔥 Metaplanet had a 568.2% BTC Yield last year. Their small size helped. Even assuming they never trade at a huge multiple, and assuming a much lower BTC Yield, the returns are still ridiculous over the next 5 years. 1× mNAV returns with a 75 % BTC Yield + 30 % Bitcoin CAGR over the next 10 years are flat-out insane: Year 0: 35,102 BTC, $2.64 Year 1: 61,428 BTC, $6 Year 2: 107,500 BTC, $14 Year 3: 188,125 BTC, $31 Year 4: 329,218 BTC, $71 Year 5: 576,132 BTC, $161 Year 6: 1,008,231 BTC, $366 Year 7: 1,764,405 BTC, $833 Year 8: 3,087,708 BTC, $1,894 Year 9: 5,403,489 BTC, $4,310 Year 10: 9,456,106 BTC, $9,804 Halfway through the decade gets you as 61x here with those inputs. Lots of unknowns with this trade, keep in mind that they aim to have 210,000 BTC by end of 2027 and this is projecting about half that with 107,500. 75% BTC Yield for 10 years also will not happen. If you look at the results from this input, years 5-7 is where it starts to get ridiculous. Strategy was able to achieve more than Metaplanet's Year 5 number in a harder currency and by trailblazing... but getting around 1 million Bitcoin by year 6 will be much tougher with prices being higher past 2030. W/ the 75% BTC yield input I think this is a somewhat reasonable result for the first 5 years. Still small enough for plenty of yield. Of course, you could imagine a multiple. Or an even higher BTC Yield initially, then lower. Or a steeper BTC CAGR. Adjust whatever inputs you want. All I know... We’re going a LOT higher, kids. $MPJPY

Adam Livingston

30,335 просмотров • 7 месяцев назад

🔥Strategy's STRC is the FIXED INCOME KILLER APP🔥 11% dividends on an annualized basis. PAID MONTHLY. This SMOKES every other traditional fixed income product. And the dividends are ROC, which means they are TAX-DEFERRED. These are NOT taxed as income. Every “safe yield” product in America is the same movie with different actors: You hand them dollars They hand you a coupon Inflation quietly eats the principal You clap because the number went up STRC is a different animal. STRC is what happens when fixed income stops pretending the denominator is stable. Traditional fixed income = yield paid from a system that’s structurally losing purchasing power. STRC = yield funded by a balance sheet that’s actively compounding a harder asset. So yeah, the headline yield matters (11% variable, paid monthly). But the real edge is that your “coverage” isn’t coming from hope, it’s coming from Bitcoin reserves + capital markets machinery. Compare the usual “popular” choices: T-Bills: “Congrats on matching the Fed… until the cuts.” IG corporates: “Enjoy the spread… until credit risk wakes up.” High yield: “You’re underwriting zombies for a few extra points.” Munis: “Great if you’re high bracket… still capped by fiat math.” CDs: “Locked up for a rate you’ll hate in 6 months.” Preferred ETFs: “Equity risk cosplay with bond marketing.” Money markets: “Cash that thinks it’s investing.” STRC is basically: “Here’s a real coupon, and the issuer is playing offense with the treasury instead of praying the CPI gods behave.” Fixed income has been a retirement home for capital. STRC is fixed income with teeth. Not financial advice. I’m just saying the bond market is getting dunked on by a ticker that acts like a money printer stapled to a war chest. $10,000 into STRC vs. traditional fixed income after 20 years: Strategy STRC (11%): $80,623 3-M T-Bill: $20,483 10-Yr Treasury: $22,726 IG Corporate: $25,638 High-Yield Corp: $35,236 AAA Muni: $17,372 Series I Bond: $22,038 1-Yr CD: $22,336 Preferred ETF: $34,386 Gov MMF: $20,208 Fixed income built on Bitcoin is THE FUTURE.

Adam Livingston

61,147 просмотров • 7 месяцев назад

TL;DR - Privacy on public blockchains has historically been fragmented and episodic. Umbra introduces persistent, expressive privacy by default. - Umbra is a private financial layer on Solana, enabling private transfers, swaps, balances, and yield within a continuous shielded environment. - Umbra combines client-side zero-knowledge proofs for anonymity with MPC for confidentiality - MPC enables confidential balances via Encrypted Token Accounts (ETAs), hiding balances and transfer amounts - Privacy strength depends not only on cryptography, but on anonymity set size and user behavior. - Umbra treats anonymity sets as a first-class metric and designs the product to minimize behavioral privacy failures. - A multi-purpose shielded pool allows funds to remain private across transfers, swaps, and yield, compounding privacy over time. - The Umbra SDK allows wallets and applications to integrate private transfers, swaps, and balances, feeding activity into a shared shielded pool. - Swaps execute via public liquidity venues while identity, balances, and intent remain unlinkable. - Users can earn yield on shielded assets, incentivizing longer time in the private environment. - Umbra mitigates exit-related privacy risks through product design, including anonymity indicators, configurable unshielding delays, and confidential balances. - UTXO-based shielded systems suffer from performance decay as balances fragment into many notes over time, increasing scan and aggregation costs. - Umbra eliminates this bottleneck by consolidating balances into Encrypted Token Accounts (ETAs), using UTXOs only at the anonymity boundary. The result is encrypted balances with stable, high-performance transfers even as activity scales. - Compliance is addressed through proactive screening against risk databases and opt-in selective disclosure via read-only viewing keys. - Umbra was launched via MetaDAO as an ownership coin, with governance and economic policy determined by token holders through futarchy. - Umbra is not a mixer or a single feature, but a sovereign privacy domain with its own private state and internal economy. - Umbra is Hopecore for Privacy. Thank you all for reading!

milian

13,772 просмотров • 6 месяцев назад

🌐 We're delighted to welcome Zebec Network into the Ondo Ecosystem following an integration of $USDY with Zebec’s Instant Card and RWA Payments technology. 🌐 🤝 Zebec Network is a decentralized infrastructure network built to create a future where real world value moves freely and seamlessly, giving individuals and businesses alike immediate control of their funds and tokens. Zebec's real time payroll apps and onchain payments infrastructure serves companies, merchants and individuals, helping to transcend the boundaries of traditional banking. 🗣️ Justin Schmidt, President of Ondo Finance, commented, "Zebec Network’s continuous payment technology revolutionizes payroll by enabling payments by the second, enhancing efficiency, and ultimately the end user experience. Zebec's integration of USDY into its payment solutions is an exciting yet logical step, providing users with high-quality yield on their balances." 🗣️ Sam Thapaliya, Founder of Zebec Network, remarked, "This integration marks a significant advancement in our shared quest to redefine financial ecosystems globally. By incorporating USDY, a market-leading tokenized real world asset, we further enhance Zebec’s product suite, empowering businesses and individuals to manage their finances with unprecedented immediacy and efficiency." 🚫 NOTE: USDY is not, and may not be, offered, sold or otherwise made available in the US or to US persons. USDY also has not been registered under the US Securities Act.

Ondo Finance

101,793 просмотров • 2 лет назад

TOTAL #RWA VALUE HIT A NEW ATH OF $18.18B 🚨 As more institutions are jumping onboard, there's a talk that RWA sector could baloon to $16T by 2030. Many dont realize yet but it will become abundantly clear that 2025 is the year of tokenization, and we’re on the brink of an RWA Supercycle. At the core of this revolution, Brickken stands out as a key player in shaping the future of real-world asset tokenization I believe RWA szn is coming, I’m strategically positioning myself with Brickken, which just hit another record breaking milestone of $14M+ TVL, marking a 7.5% surge this week and reinforcing its dominance in real-world asset tokenization. 📊 Breaking Down Brickken’s TVL Rankings by chain: 🔹 #36 in the Overall RWA Category 🔹 #2 on Binance Smart Chain (BSC) 🔹 #7 on Base – 🔹 #24 on Ethereum Brickken’s dominance is expanding across multiple chains, showcasing widespread adoption and rising demand. With TVL growth accelerating, more assets are being tokenized and secured on its platform. The increasing $BKN staked in the Perpetual Staking Vault highlights strong community confidence and long-term commitment, while its market-validated TVL reflects the growing demand for secure, transparent, and efficient RWA tokenization. You might find these interesting: 🔗 Track Brickken’s TVL on DeFiLlama: 🔗 Learn How TVL is Calculated: 🔗 Tokenization Tracker: 🔗 Brickken Birthday Campaigns: 🔗 Join the Brickken Telegram Community: #Brickken #RWA #Tokenization #BKN

Aein

27,045 просмотров • 1 год назад