The story is improving, but the foundry's break-even point and cash burn are the two signals to watch most closely next; in the short term, be wary of a "buy the rumor, sell the news" pullback.

What really needs to be tracked is the pace of fulfillment for long-term contracts, the intensity of capital expenditures, and whether power/computing supply can keep up with the growth rate of orders.

The real turning point will be the core PCE data on July 30th, followed by the earnings reports of the mega-cap companies: the "second act" of policy will be written by the data.

A product launch is just the first step. What truly matters moving forward is whether users are willing to adopt it long-term, whether institutions will continue to scale their trading volumes, and whether the product can withstand extreme market conditions and regulatory shifts.

AI is shifting from "funded by profits" to "expansion through debt"—a key signal of this cycle.

FALX’s real innovation lies in combining FalconX’s Prime Brokerage loan book, SPV legal structure, M11’s external credit curation, Pareto’s on-chain Vault, and distribution channels like Plume/Sygnum/OpenTrade into a single on-chain capital formation mechanism.

Achieving 14.3% APY with Real Credit Cash Flow.

We believe that RWA today occupies a position roughly equivalent to the internet in 1996.

tZERO Claims 105 Patents, Names 6 Potential Targets, Fires First Shot in Tokenization Patent War Against Securitize.

The two main pathways are: directly entering jurisdictions with mature regulatory frameworks, and adopting the technical pathway of on-chain native platforms.

Only selling "authentic" stocks, Securitize's market cap neared $2 billion on its first trading day.

It may rise, but definitely not in the way you imagine—like a sudden surge of tens of percentage points at the exact moment of inclusion.

When culture becomes a liquid asset, CardBox wants to be the track that keeps it flowing.

Whether it's the World Cup or the Crypto market, what truly determines their vitality has never been scale itself, but rather how many people can participate and find their own place within it.

The Modularization of DeFi Lending: The Risk Management Battle Among Morpho, Euler, and Aave.

The biggest trend in the crypto industry for 2026 is not a new L1 blockchain, a new Meme coin, or an ETF approval. It is the first large-scale, systematic influx of crypto capital into the core asset system of TradFi.