
Market Decoded: When Having No View Is the View
In uncertain markets, liquidity is not defensive. Kevin Loo examines why on-chain money market exposure offers yield, flexibility, speed.

In uncertain markets, liquidity is not defensive. Kevin Loo examines why on-chain money market exposure offers yield, flexibility, speed.

March’s market shifts reshaped how on-chain allocators think about liquidity, duration, credit structure, real assets, and regulation.


Stream Finance 的崩盘暴露了 DeFi 中被忽视的风险,也促使 Web3 财库转向合规的代币化资产。

Crypto markets saw $19B in liquidations amid an October macro sell-off—driven by tariffs, not trust collapse. Structure, not sentiment, endures.

The tokenized stock market is still early. How it evolves will depend on whether we can transition from tactical distribution to long-term infrastructure.

Is Singapore’s regulatory tightening a signal of retreat or recalibration? A shift from Web3-friendly times or a step towards a more mature ecosystem?

With Hong Kong’s stablecoin framework coming after U.S. GENIUS Act, the global momentum for digital finance regulation is accelerating.

Following the U.S. Senate passing the GENIUS Act, the regulation of stablecoins is now expected to reshape the broader tokenized finance landscape.

When markets turn, institutional capital moves in search of stability, liquidity, and protection. How can institutional-grade RWAs meet that need?

Recent volatility surrounding FDUSD has reignited a critical conversation: what does trust look like on-chain—and how can we build it?

How will Trump’s reciprocal tariffs against duties imposed on U.S. goods usher in new hedge and yield opportunities for senior secured loans?