Notes
5.29 饼子热点信息整理
1⃣: $DOG 公平分发的幕后故事
$DOG 的总交易量突破 100 亿美元,随后 @LeonidasNFT 撰写了 $DOG 的公平分发长文故事: $DOG通过 Runestone 合集空投 100% 代币给1 12,383 名早期 Ordinals 支持者,无团队分配,公开透明的算法和社区捐助(包括2.9 BTC)实现公平分发。该文章引发社区共鸣热议。
https://t.co/8bkwJt9FRn
2⃣:又一新协议引发抢铸潮
昨晚凌晨又一新协议 @mezcalbtc 首个代币 $taco 引发 FOMO 铸造,总量 2.1 万张。GAS 费率冲到 14sat/vB,该协议是简化版符文,不用 runestone 解码器,直接用 JSON 推上链,且支持定价和灵活铸造,不用见证数据。(也是基于 OP_RETURN 上的一个协议,但胜在有网站,索引转账等,且 UI 界面跟铸造体验方面也还行)
https://t.co/c1gcMMSls9
昨晚 $taco 铸造,因 Oyl 钱包地址类型混淆,导致部分用户钱包中 Alkanes 协议龙头代币 $METHANE 被烧毁(据说有 500 张)损失惨重。(玩新协议,尽量使用新钱包)
https://t.co/d3TbQYU1sY
3⃣:Relics 协议将开启曲线代币发行功能
@relics_btc 官网显示,将于 5月30日凌晨5点(北京时间)上线一层上进行绑定曲线的 Meme 币发行功能。预计需使用 $MBTC 参与。预要参与 可通过 MagicEden买 MBTC NFT 拆分代币,或在 Relics 平台购 $MBTC 。
https://t.co/TKtoAzXzsp
4⃣: $METHANE 误烧近 4% 总量
@1999_eth 提供了一组甲烷 $METHANE 数据:目前因用户操作失误,导致甲烷总量已被烧 3,972 张,约占总量的 3.97%。当前实际流通量现为 96,028 张。
https://t.co/kZ3EMhWPmO
5⃣:Liquidium发布跨链借贷协议
@LiquidiumFi 在比特币大会上推出首款原生、去中心化的跨链借贷协议,利用ICP的Chain Fusion技术,实现在不同链间供应比特币并借入USDT,消除了区块链之间的壁垒,让用户更有控制权,资产也能更自由地流动。
https://t.co/uVdFwWVsSM
6⃣:Uniscan 浏览器更新 Alkanes 板块
UniSat 的浏览器 Uniscan 今日更新了 Alkanes 元协议板块,可详细分析协议数据及资产持仓分布情况。
https://t.co/KRG13SVXvZ
7⃣:Tyche 平台龙头代币突破百万市值
进两日 @Bitomni_Global 的 Tyche 平台龙头代币 $TDOG 三天时间上涨至 129万美金,其独特的抽奖机制,也引发群友热议。
https://t.co/hB5jWKVAOa
8⃣:比特币原生 RWA 平台
@ChintaiNexus 宣布与 @ArchNtwrk 合作,推出首个比特币原生现实资产(RWA)抵押贷款平台。用户可通过该平台赚取由现实资产支持的比特币原生收益,无需桥接或包装,项目由 $CHEX 代币驱动。
https://t.co/AyvPXmPtzR
@evilcos 老师提示的 RWA 风险,还是要注意下!
https://t.co/YjGWMhYG4I
----------------
▣▣▣
今日头部符文代币对比昨日行情
❯ $DOG 下跌 -3.01%,市值 5.15 亿美元
❯ $MIM 下跌 -3.84%,市值 0.526 亿美元
❯ $PUPS 下跌 -2.01%,市值 0.341 亿美元
❯ $BILLY 上涨 +0%,市值 0.196 亿美元
❯ $RSIC 上涨 +1.44%,市值 0.141 亿美元
❯ $GIZMO 上涨 +0%,市值 0.087 亿美元
❯ $MORI 下跌 -20.59%,市值 0.027 亿美元
----------------
◉◉◉
今日头部 BRC20 代币对比昨日行情
❯ $ORDI 下跌 -1.71%,市值 2.3 亿美元
❯ $SATS 下跌 -5.60%,市值 1.18 亿美元
❯ $RATS 下跌 -2.48%,市值 0.236 亿美元
❯ $PIZZA 下跌 -3.70%,市值 0.052 亿美元
----------------
就这些吧~
当生态慢慢火起来后,新协议也诞生了非常多,为了防止参与新协议铸造,导致原有资产被烧,建议多备点新钱包,里面放点资产,分好UTXO,以备不时之需~
#Bitcoin #Ordinals #Runes #BRC20
补充下 SOL 链两个 RWA 的具体情况
$COLLAT
C7heQqfNzdMbUFQwcHkL9FvdwsFsDRBnfwZDDyWYCLTZ
这个是法国一家公司做的 RWA项目,目前已上线 Apple、安卓 App。
项目背景:
1)创始人 @0xPAH 背景是微软 4 年安全专家
2)项目拿了天使轮融资
3)SOL 官推和创始人 @aeyakovenko 多次互动
4)正在参加黑客马拉松
5) @Darky1k 45w 粉丝大 v 昨天喊单
6)90% 流通,锁了 10%
7)月底COLLAT还会锁仓一部分币
8)著名做市商wintermute 买入
$PVS
FWAr6oWa6CHg6WUcXu8CqkmsdbhtEqL8t31QTonppump
$pvs
有实体公司,有真实业务,宝马车间的3D自动化渲染就是和pvs合作。拉盘collat的冬季钱包买入。有英伟达合作背书,应该是做类似depin流量变现
#PVS 用于 XR 和 3D 资产的去中心化云渲染和 Web3 交易平台 专有的企业级实时 3D XR 云流媒体和渲染平台。
3D视频渲染GPU租借币,云端服务器租用,使用 $pvs 支付。
rwa项目
我找了位置上车,MEME 、AI 都有点审美疲劳了 ,RWA还没在链上大的炒作过
,最近有苗头




最近一直在看AI,回过头才发现RWA 其实走的比AI强势。
RWA这个赛道叙事足够宏大,可以落地,能很好的链接web2和web3
一、base链龙头
$kta (800M)
0xc0634090f2fe6c6d75e61be2b949464abb498973
二、eth链龙头
$chex (100M)
0x9ce84f6a69986a83d92c324df10bc8e64771030f
三、sol链
$collat 龙头(60M)
C7heQqfNzdMbUFQwcHkL9FvdwsFsDRBnfwZDDyWYCLTZ
$pvs (15M)
FWAr6oWa6CHg6WUcXu8CqkmsdbhtEqL8t31QTonppump
近期多关注RWA 赛道新项目,尤其强背书的

RWA keeps growing bigger and bigger
Congrats to the $CHEX team for this
amazing achievement 🤝
big day
Hey Guys, the DNA Deal Desk is
Launching and It’s the first fully on-
chain private investment platform
powered by $CHEX
Why is this a game-changer?
Let's break it down more 🧵👇
1️⃣ “The Shopify of RWAs”
DNA Deal Desk leverages Chintai's white-label tech to help financial institutions tokenize assets seamlessly. No need to build blockchain solutions from scratch—Chintai has you covered! 🏗️
2️⃣ Bringing TradFi to DeFi 💼
This isn’t just an improvement—it’s a leap forward for a $13 trillion industry, turning private markets into a liquid, accessible, on-chain marketplace.
3️⃣ Mass Adoption of Tokenization 🌐
Say goodbye to slow, paperwork-heavy processes. DNA Deal Desk makes private investing frictionless and instant—the Uber moment for private finance.
4️⃣ Instant Access & Liquidity ⚡
No more waiting years to exit investments. Broader participation, immediate access, and faster exits are now a reality.
5️⃣ “Tokenization or Die” 🛒
Just like e-commerce disrupted retail, tokenization is revolutionizing private finance. Adapt or risk obsolescence.
Disclaimer - I have invested in CHEX
So please don’t forget to do your own research
Hey Guys, RWA is one of the narratives
which shows real utility within the
digital asset industry through asset
tokenization and @ChintaiNetwork
Team is building some cool stuff
Things you need to know about $CHEX
📌Chintai is an end-to-end Digital Assets platform.
📌It’s Regulated and licensed by the Monetary Authority of Singapore.
📌Chintai aims to establish CHEX as the leading RWA token and its L1 blockchain as the dominant institutional platform for tokenized assets globally.
Key Points:
✅The Shopify of RWA Tokenization:
-Financial institutions can white-label Chintai’s sophisticated tokenization platform instead of building their own, akin to the Shopify model.
✅High Market Cap Potential:
-CHEX offers real utility with an FDV of $400M. It has significant growth potential, comparable to Ondo ($12B FDV) or Mantra (another RWA L1).
✅ Regulatory Advantage
Chintai’s MAS licensing sets a gold standard for tokenizing securities, covering 85% of the trillion-dollar RWA market.
✅ Institutional Blockchain for RWAs
-Billions in TVL expected from TradFi clients and partnerships leveraging institutional-grade tokenomics.
✅Clients Drive Token Demand
-50+ clients across diverse sectors must buy CHEX to use the platform, contributing to ecosystem growth.
✅Institutional-Grade Tokenomics
-CHEX is fully distributed, deflationary, and suitable for financial institutions' long-term balance sheets.
✅RWA ETF with Dividends
-Holding CHEX is like owning a diversified RWA ETF with staking rewards, positioned as a long-term asset.
✅Blue-Chip Qualities
-CHEX combines meme token attributes (fair launch, strong community) with solid fundamentals for TradFi.
🔎Roadmap Highlights
➡️December 2024: Four clients tokenizing $500M in RWAs, including energy contracts, fine art, and real estate.
➡️Q1-Q2 2025:🔎 Launch of major clients and big-name financial institutions. Targeting $10B in assets on the platform by year-end.
➡️Token Utility: Staking yield, buybacks, and burns to activate by mid-2025.
➡️Expansion: Pursuing U.S. licensing and major CEX listings (Kraken, OKX, Binance).
➡️Growth Phase: Transitioning to a major player with “hockey stick” growth and scaling opportunities.
Final Thoughts:
Overall, Chintai is uniquely positioned to lead the tokenized RWA market with its regulatory edge, institutional-grade tokenomics, and growing client base. With billions in assets projected, strategic partnerships, and a strong roadmap for growth, CHEX offers potential for long-term value.
Disclaimer - I have made investment in CHEX so please don’t forget to do your own research.
Hey Guys, RWA is one of the narratives
which shows real utility within the
digital asset industry through asset
tokenization and @ChintaiNetwork
Team is building some cool stuff
Things you need to know about $CHEX
📌Chintai is an end-to-end Digital Assets platform.
📌It’s Regulated and licensed by the Monetary Authority of Singapore.
📌Chintai aims to establish CHEX as the leading RWA token and its L1 blockchain as the dominant institutional platform for tokenized assets globally.
Key Points:
✅The Shopify of RWA Tokenization:
-Financial institutions can white-label Chintai’s sophisticated tokenization platform instead of building their own, akin to the Shopify model.
✅High Market Cap Potential:
-CHEX offers real utility with an FDV of $400M. It has significant growth potential, comparable to Ondo ($12B FDV) or Mantra (another RWA L1).
✅ Regulatory Advantage
Chintai’s MAS licensing sets a gold standard for tokenizing securities, covering 85% of the trillion-dollar RWA market.
✅ Institutional Blockchain for RWAs
-Billions in TVL expected from TradFi clients and partnerships leveraging institutional-grade tokenomics.
✅Clients Drive Token Demand
-50+ clients across diverse sectors must buy CHEX to use the platform, contributing to ecosystem growth.
✅Institutional-Grade Tokenomics
-CHEX is fully distributed, deflationary, and suitable for financial institutions' long-term balance sheets.
✅RWA ETF with Dividends
-Holding CHEX is like owning a diversified RWA ETF with staking rewards, positioned as a long-term asset.
✅Blue-Chip Qualities
-CHEX combines meme token attributes (fair launch, strong community) with solid fundamentals for TradFi.
🔎Roadmap Highlights
➡️December 2024: Four clients tokenizing $500M in RWAs, including energy contracts, fine art, and real estate.
➡️Q1-Q2 2025:🔎 Launch of major clients and big-name financial institutions. Targeting $10B in assets on the platform by year-end.
➡️Token Utility: Staking yield, buybacks, and burns to activate by mid-2025.
➡️Expansion: Pursuing U.S. licensing and major CEX listings (Kraken, OKX, Binance).
➡️Growth Phase: Transitioning to a major player with “hockey stick” growth and scaling opportunities.
Final Thoughts:
Overall, Chintai is uniquely positioned to lead the tokenized RWA market with its regulatory edge, institutional-grade tokenomics, and growing client base. With billions in assets projected, strategic partnerships, and a strong roadmap for growth, CHEX offers potential for long-term value.
Disclaimer - I have made and OTC
investment in CHEX so please don’t
forget to do your own research.
尽管 $RSR \ $ONDO 连续领涨了RWA赛道两天时间,
但这个赛道仍处于早期阶段,市值处于低位,这些是RWA相关的主要币种:
$OM - MANTRA
$ONDO - Ondo
$QNT - Quant
$MKR - Maker
$XDC - XDC Network
$RSR - Reserve Rights
$PENDLE - Pendle
$XAUT - Tether Gold
$CTC - Creditcoin
$CHEX - CHEX Token
$PAXG - PAX Gold
$POLYX - Polymesh
$TRAC - OriginTrail
$USYC - Hashnote USYC
$LCX - LCX
$QGOLD - Quorium
$CPOOL - Clearpool
$CFG - Centrifuge
$GFI - Goldfinch
$SOLO - Sologenic
$OUSG - OUSG
$TRU - TrueFi
$VELO - Velo
$TOKEN - TokenFi
$DUSK - Dusk
$EURS - STASIS EURO
$LUMIA - Lumia
$KAU - Kinesis Gold
$MPL - Maple
$KAG - Kinesis Silver
$HIFI - Hifi Finance
$PRO - Propy
为什么RWA赛道将崛起?
源自于上一轮熊市的PTSD,DeFi收益率在2022年和2023年由于行业动荡大幅下降,特别是FTX破产和Luna事件等引发的危机。
这些问题给DeFi带来了严重打击,市场迫切需要找到解决方案。
在这样的背景下,RWA(现实世界资产)进入了人们的视野,通过将稳定的现实世界价值引入DeFi,为投资者提供了更加安全和多元化的收益机会。
特别是BlackRock(贝莱德)CEO认为在比特币ETF之后,金融资产的代币化是下一个重要的趋势。
#Bitcoin #ETH #RWA
$RSR
+3.76%
$ONDO +3.42%
$OM +1.68%
$QNT +1.53%
$MKR +3.64%
$XDC -0.82%
$PENDLE +2.04%
$XAUT -0.06%
$CTC -7.87%
$CHEX +0.58%
$PAXG -0.08%
$POLYX +2.23%
$TRAC +2.32%
$USYC $LCX -2.19%
$QGOLD $CPOOL +6.01%
$CFG +3.08%
$GFI -1.25%
$SOLO -1.75%
$OUSG $TRU -10.4%
$VELO +3.34%
$TOKEN +0.82%
$DUSK -0.26%
$EURS $LUMIA -4.49%
$KAU $MPL -13.92%
$KAG $HIFI +6.81%
$PRO -0.98%
Coins which outperformed #BTC on 30 Days timeframe(Narrative wise)
- L1: $SOL $SUI
- L2/L3: $GEL $METIS
- Blockchain Service Infra: $ACX
- BlueChip DeFi: $JUP $RUNE
- DeFi 3.0: $WELL $FLIP $PENDLE $ENA
- Memes: $APU $DOGE $DOG and many more..
- RWA: $CHEX $MAPLE $CPOOL
- Web3 Gaming: $BIGTIME $APE
- LRT: $INF
- AI: $VIRTUAL $DEAI $OLAS $BOTTO
- DePIN: $GRASS $BZZ
Data Credits: @dyorcryptoapp

Top 10 Gainers in the last 7D among Top 300 #crypto 👇
#VIRTUAL
#MOODENG
$GOAT
$NOS
$CHEX
$RAY
$WELL
$SAFE
$CAT
$SPX
Did you buy any of these this week? 🤔
https://t.co/jaJtMQAYWY

Here’s my 100x portfolio for 2024:
🐶 Memes
• $WIF
• $PEPE
• $MICHI
• $MANEKI
• $WELSH
• $PSPS
• $NPC
🏛️ RWAs
• $ONDO
• $RIO
• $PROPS
• $CHEX
• $BOSON
• $PROPC
• $UBXS
🤖 AIs
• $TAO
• $QUBIC
• $NMT
• $PAAL
• $LNQ
• $GHX
• $AGRS
🔶 BTCFi
• $CKB
• $RSIC
• $PUPS
• $WZRD
• $MUBI
• $ORDS
• $BVM
⚙️ L1s
• $KAS
• $SOL
• $INJ
• $TRIAS
• $DIONE
• $ALPH
• $MAZZE
🎮 Gaming
• $KATA
• $ROOT
• $NAKA
• $BRN
• $PZP
• $CAH
• $UPO
AI + Memes + RWA are the 3 most bullish narratives for this year imo.
Did I miss anything fam?
Let me know in the comments.
$WIF
+6.75%
$PEPE +3.67%
$MICHI +13376.16%
$MANEKI -0.17%
$WELSH $PSPS $NPC +6.6%
$ONDO +3.42%
$RIO +6.57%
$PROPS +1.88%
$CHEX +0.58%
$BOSON -5.5%
$PROPC -3.28%
$UBXS -13.22%
$TAO +4.72%
$QUBIC +1.59%
$NMT -3.77%
$PAAL +5.78%
$LNQ +3.4%
$GHX -11.76%
$AGRS $CKB +3.96%
$RSIC +23.56%
$PUPS -16.63%
$WZRD $MUBI -9.41%
$ORDS -32.76%
$BVM $KAS +3.93%
$SOL +1.27%
$INJ +9.37%
$TRIAS +4.88%
$DIONE +4.3%
$ALPH +1.77%
$MAZZE $KATA $ROOT +0.79%
$NAKA -2.72%
$BRN $PZP $CAH +1.38%
$UPO -11.14%