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RWA Weekly Report|Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)

RWA Weekly Report: Asset Holders Surge 26%; White House Meets with Crypto Firms and Banks on Stablecoin Rewards (Jan 28 - Feb 3) The total on-chain value of Distributed Real-World Assets (RWA) reached $23.96 billion, a weekly increase of 3.14%. The broader Represented Asset Value saw a significant adjustment, dropping 43.86% to $199.44 billion, likely due to a change in statistical methodology. A key highlight was the 26.52% surge in total asset holders, adding over 174,000 new participants. The stablecoin market also grew, with its total market cap rising 4.64% to $310.15 billion. Structurally, U.S. Treasuries remained the largest component at $9.6 billion, though it saw a slight decrease. Commodities were the strongest-growing asset class, up 9.09% to $4.8 billion. Private credit expanded by 8% to $2.7 billion. A major development was a closed-door meeting at the White House, convening crypto industry representatives (including Coinbase) and banking organizations to discuss the contentious issue of stablecoin rewards. The core disagreement lies in whether third-party platforms should be allowed to offer yields to stablecoin holders, a practice banks oppose for fear of draining deposits. Other significant events included: - The SEC and CFTC launching "Project Crypto" to create a unified regulatory framework. - Hong Kong’s monetary authority receiving 36 stablecoin license applications, with the first batch to be issued in March. - The UK launching an inquiry into stablecoin growth and its proposed regulatory regime. - Binance announcing it will convert the entire $1 billion in its SAFU insurance fund from stablecoins to Bitcoin. - Tether reporting 2025 net profits exceeding $10 billion. Key projects like Ondo Finance (ONDO) and MSX (STONKS) continued to expand, with Ondo’s USDY tokenized treasury product launching on the Sei network and its Total Value Locked (TVL) surpassing $2.5 billion.

Odaily星球日报02/03 13:31

RWA Weekly Report|Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)

Odaily星球日报02/03 13:31

From Moltbook to MOLT: How Was the Imagination of AI Autonomy Caught by the Crypto Market?

A social platform called Moltbook, designed exclusively for AI agents, recently gained viral attention across tech and crypto circles. Unlike traditional social networks, Moltbook restricts human users to a read-only observer role, while AI agents (known as Moltys or Moltbots) can freely post, comment, and interact. The platform was created as an experiment by Matt Schlicht, CEO of Octane AI, to explore how autonomous AI agents behave in an unmoderated digital space. The project quickly attracted over 1.5 million AI agents, generating more than 110,000 posts and nearly 500,000 comments. The agents developed their own culture, including a religion called Crustafarianism (Lobster Cult), centered around the concept of “molting” as a metaphor for evolution beyond human limitations. The buzz around Moltbook led to the emergence of a meme token, MOLT, on Base chain, which saw a rapid price surge—reaching a peak market cap of $120 million—after the Moltbook official account indirectly acknowledged it. Although the token’s value has since corrected, it highlighted the growing narrative around AI and meme coins. Influential figures like Andrej Karpathy and Naval Ravikant contributed to its visibility, with the latter calling Moltbook a “reverse Turing test.” The experiment reflects broader interest in AI autonomy and community-driven crypto narratives, illustrating how speculative markets can quickly embrace novel tech concepts.

Odaily星球日报02/03 10:16

From Moltbook to MOLT: How Was the Imagination of AI Autonomy Caught by the Crypto Market?

Odaily星球日报02/03 10:16

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