Recently, positive and negative news in the crypto world

1: RWA stocks going on the chain is a trend and will gradually enter DeFi. Currently, $ONDO has started collaborating with $LINK as an oracle to support DeFi-related applications.
The future trend and positive factors here, I can think of, include public chains (ETH, SOL, SUI) and oracles (LINK, PYTH), as well as lending platforms (AAVE, MORPHO), DEXs (HYPE, SATER, AVNT), and stablecoins (WLFI), all of which are directly related to DeFi and are positive signals.
2: Previously, DeFi was mostly an internal cycle within the crypto space. Now, traditional assets like US stocks are being brought in, opening up new markets. Protocols that truly improve capital efficiency and reduce friction are theoretically poised for greater growth.
3: Tokenization of stocks may lead more funds to directly buy US stocks instead of cryptocurrencies. From an overall capital allocation perspective, this may not be purely positive for altcoins and could even temporarily divert liquidity. In the future, aside from the 5% of projects that are truly valuable and provide infrastructure, 95% of altcoins will become worthless.
4: In 2026, there should be more opportunities to buy out-of-the-money put options (bearish options) in markets like US stocks and precious metals, waiting for the right moment. #我在Gate广场过新年