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RWA Sector TVL Surpasses DEX, Enters Top Five DeFi Verticals

2 hours ago

December 29, 2025 — Data shows the Real World Assets (RWA) sector has emerged as one of DeFi’s fastest-growing segments this year. Per DefiLlama, RWA now ranks as the fifth-largest DeFi category by Total Value Locked (TVL), having overtaken decentralized exchanges (DEXs). Currently, RWA TVL stands at ~$17 billion, up sharply from ~$12 billion in Q4 2024. DefiLlama notes RWA wasn’t even in the top 10 DeFi sectors at the start of 2025, marking its rapid shift from experimental niche to core DeFi infrastructure. Kronos Research CIO Vincent Liu says RWA’s growth is driven primarily by balance sheet demand, not conceptual experimentation. In a “higher rates for longer” environment, tokenized U.S. Treasuries and private credit have become attractive on-chain yield assets—while clearer regulation has also cut friction for institutional entry. Structurally, Ethereum remains the primary network for RWA issuance and settlement, with public chains like BNB Chain, Avalanche, Solana, Polygon, and Arbitrum holding smaller shares. Meanwhile, permissioned networks like Canton Network dominate the institutional space. Analysts note tokenized U.S. Treasuries remain RWA’s core entry product. As gold and silver prices strengthen, tokenized commodities are drawing more capital. By 2026, RWA is expected to shift further from the “yield narrative” to macro assets and neutral collateral.
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Yihua's Trend Research Increases ETH Holdings Again, Adding 5011 ETH for a Total of 612,609 ETH

On December 29, per Ai Auntie’s monitoring, Trend Research—Yi Lihua’s subsidiary—withdrew another 5,011 ETH (worth $14.68 million) from Binance one hour later. Its latest on-chain ETH holdings total 612,609 ETH, valued at $1.79 billion overall. The average cost per ETH is $3,109.58, with an unrealized loss of $107 million.

3 minutes ago

Binance Alpha's second round of MetaArena airdrop is live, with a minimum of 241 points required to claim the reward

Binance Alpha’s second-round MetaArena (TIMI) airdrop is now live as of December 29, per an official announcement. Users need at least 241 Binance Alpha Points to claim 1,000 TIMI tokens on a first-come, first-served basis. If rewards aren’t fully distributed, the points threshold will drop by 5 points every 5 minutes. Note: Claiming the airdrop will cost 15 Binance Alpha Points. Users must confirm their claim on the Alpha event page within 24 hours—otherwise, they’ll forfeit the airdrop.

3 minutes ago

On-chain Evening Recap: ETH Short Positions See Over $11 Million in Unrealized Profits, with Whale Exiting Market

On December 29, per monitoring from HyperInsight (via its Telegram channel @HyperInsight), key whale position shifts between 10:00 AM and 8:00 PM ET today are as follows: ### **Bullish Camp** - The whale nicknamed *"30-time long and never give up"* actively opened long positions this morning (targets: NEAR, ETH, HYPE). This afternoon, it continuously rolled positions, boosting its HYPE long holdings by over 58,000 coins. By day’s end, it closed out positions: took profits on SEI and ETH, and stopped out on NEAR. - *"Buddy Huang"* added 40,000 HYPE long positions this afternoon (a slight position increase), with total holdings now ~$1.3 million. Bullish on HYPE short-term, it fully closed stop-loss positions within the past hour. - The *"LIT on-chain Lighter largest bull"* placed multiple high-level take-profit orders on LIT contracts (target >$4.1). Despite floating losses, it has held firm without reducing positions. ### **Bearish Camp** - The *"ZEC largest bear"* opened a

3 minutes ago

Bitget has launched the U-based MAGMA perpetual contract, with a leverage range of 1-20x

On December 29, Bitget announced via an official statement that it has launched the USD-denominated MAGMA perpetual contract, with leverage options ranging from 1x to 20x. Contract trading bots will also launch simultaneously.

3 minutes ago

Trump "2.0" Challenges Fed's Independence, Wall Street on Edge

December 29 As Trump launches his “2.0 era,” the Federal Reserve faces unprecedented political pressure. Trump has publicly clashed with Fed Chair Jerome Powell (rarely in public settings, per reports) and repeatedly criticized the central bank’s monetary policy. He has also been reported to seek undermining Powell’s influence via a “shadow chairman” arrangement, raising market concerns about the Fed’s independence. Reports note Trump has accused Powell of “politically motivated rate cuts” and targeted other Federal Open Market Committee (FOMC) members—including efforts to oust Fed Governor Lisa Cook. The case is set for trial in January 2025, marking a major test of the line between the White House and independent federal agencies. Against this backdrop, a pattern of “selective silence” has emerged among Fed officials and staff, who stress policy is rooted solely in economic data to avoid further political friction. While analysts say the Fed’s institutional independence and m

3 minutes ago

Yihua's Trend Research Further Increases Holding of 6748 ETH, Total Position Now Shows Unrealized Loss of $117 Million

December 29 – Per Ai Yi analytics, Trend Research (an affiliate of Easy Life) withdrew $19.77 million worth of ETH from Binance 10 minutes ago and subsequently deposited it into Aave as collateral. Over the past 7 hours, the entity has accumulated 27,598 ETH (valued at $83.05 million), pushing its on-chain holdings to 607,598 ETH. Total holdings now stand at $1.77 billion, with an average cost of $3,111.07 and a total unrealized loss of $117 million.

3 minutes ago