Mek
Trader Institutional @Binance KOL & @BNBChain Martian | 7y experience. Building in Web3 & VibeCoding. Not financial advice.
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It's bizarre that I open the Binance Square feed and there are dozens of posts of screenshots of negative positions in futures, asking whether to hold or close, or saying that they are putting in + money on the operation that is already -500% negative and about to be liquidated without a stop.
If they sought knowledge about Trading, Management, and Institutional instead of posting losses hoping that someone in the comments will save a very poorly applied trade.
That's why always DYOR, follow serious and realistic content creators, what do you think about this? 👇
If they sought knowledge about Trading, Management, and Institutional instead of posting losses hoping that someone in the comments will save a very poorly applied trade.
That's why always DYOR, follow serious and realistic content creators, what do you think about this? 👇
The Tokenization Revolution: Why RWA are set to Bring Trillions into Crypto
As of February 24, 2026, Bitcoin is testing $63,000 amid heavy deleveraging and ETF outflows. The Crypto Fear & Greed Index has dropped to 5 last week, firmly in Extreme Fear territory, the kind of reading we saw only in the darkest days of past bear markets.
Yet while retail sentiment turns ice cold, the infrastructure for the next major capital cycle is being built quietly by the very institutions that control global finance.
This is the story of tokenization: the process that turns real-world assets like U.S. Treasuries, equities, private credit, and real estate into blockchain native tokens. And it is no longer experimental.
Tokenization solves three fundamental problems that have kept trillions locked in traditional finance:
Settlement moves from T+2 (or T+1) to instant, 24/7.Ownership becomes fractional: anyone can own $10 of Apple stock or a U.S. Treasury bill.Assets become composable: you can use tokenized Treasuries as collateral in DeFi protocols for yield, lending, or derivatives without leaving the blockchain.
The result? Capital that once moved at the speed of legacy rails now flows
at blockchain speed, with full transparency and reduced counterparty risk.
On-chain RWA market cap (excluding stablecoins) now stands at approximately $20.8 billion according to DefiLlama, with BlackRock’s BUIDL alone surpassing $2.46 billion. Tokenized U.S. Treasuries have already crossed the $10 billion mark. These numbers are still tiny compared to the $400+ trillion in global traditional assets, but the growth trajectory is unmistakable.
BlackRock did not enter this space for marketing. Its BUIDL fund - backed by short-term U.S. Treasuries, repos, and cash equivalents. Delivers daily yield while living natively on-chain. The launch on Uniswap and expansion across multiple chains shows the world’s largest asset manager is treating tokenization as core infrastructure, not a pilot.
On the infrastructure side, the DTCC, the post-trade giant that clears and settles virtually all U.S. securities. Partnered with Digital Asset to tokenize DTC-custodied U.S. Treasuries directly on the Canton Network ($CC ). The MVP is targeted for the first half of 2026. When the DTCC moves, entire balance sheets follow.
Ondo Finance ($ONDO ) has emerged as the clearest leader in bringing yield-bearing products to retail and institutions alike. With its tokenized Treasuries (OUSG, USDY) and now expanding into tokenized equities through global listings and regulatory approvals in Europe, Ondo is building the actual on-ramp that institutions and sophisticated retail both need.
Other protocols like Mantra ($OM) with its security-first L1, @centrifuge ($CFG) in private credit, and @chainlink ($LINK ) providing the trusted oracles that make all of this pricing reliable are completing the stack.
-
The “why now” is straightforward. Regulatory clarity is improving. Major custodians are live. BlackRock, Franklin Templeton, JPMorgan, and Apollo are all shipping product. And the yield gap between traditional money markets and on-chain equivalents is attracting real capital – not just crypto natives.
Projections from Boston Consulting Group, Citigroup, and Standard Chartered point to $4–16 trillion in tokenized assets by 2030. That is not hype; it is conservative math based on current adoption curves.
In an Extreme Fear environment, this is exactly the setup serious capital uses to accumulate exposure before the next leg higher.
NFA – Not Financial Advice. This is my independent analysis based on public data from BlackRock, DTCC, DefiLlama, and on-chain sources. Do your own research (DYOR) and only invest what you can afford to lose. Markets can remain irrational longer than expected.
The tokenization wave is not coming. It is already here - and the institutions building it are playing a multi-year game.
What part of the RWA stack are you most focused on right now - Tokenized Treasuries, equities, private credit, or the infrastructure layer? Drop your thoughts below. I read every reply.
-Mek
Yet while retail sentiment turns ice cold, the infrastructure for the next major capital cycle is being built quietly by the very institutions that control global finance.
This is the story of tokenization: the process that turns real-world assets like U.S. Treasuries, equities, private credit, and real estate into blockchain native tokens. And it is no longer experimental.
Tokenization solves three fundamental problems that have kept trillions locked in traditional finance:
Settlement moves from T+2 (or T+1) to instant, 24/7.Ownership becomes fractional: anyone can own $10 of Apple stock or a U.S. Treasury bill.Assets become composable: you can use tokenized Treasuries as collateral in DeFi protocols for yield, lending, or derivatives without leaving the blockchain.
The result? Capital that once moved at the speed of legacy rails now flows
at blockchain speed, with full transparency and reduced counterparty risk.
On-chain RWA market cap (excluding stablecoins) now stands at approximately $20.8 billion according to DefiLlama, with BlackRock’s BUIDL alone surpassing $2.46 billion. Tokenized U.S. Treasuries have already crossed the $10 billion mark. These numbers are still tiny compared to the $400+ trillion in global traditional assets, but the growth trajectory is unmistakable.
BlackRock did not enter this space for marketing. Its BUIDL fund - backed by short-term U.S. Treasuries, repos, and cash equivalents. Delivers daily yield while living natively on-chain. The launch on Uniswap and expansion across multiple chains shows the world’s largest asset manager is treating tokenization as core infrastructure, not a pilot.
On the infrastructure side, the DTCC, the post-trade giant that clears and settles virtually all U.S. securities. Partnered with Digital Asset to tokenize DTC-custodied U.S. Treasuries directly on the Canton Network ($CC ). The MVP is targeted for the first half of 2026. When the DTCC moves, entire balance sheets follow.
Ondo Finance ($ONDO ) has emerged as the clearest leader in bringing yield-bearing products to retail and institutions alike. With its tokenized Treasuries (OUSG, USDY) and now expanding into tokenized equities through global listings and regulatory approvals in Europe, Ondo is building the actual on-ramp that institutions and sophisticated retail both need.
Other protocols like Mantra ($OM) with its security-first L1, @centrifuge ($CFG) in private credit, and @chainlink ($LINK ) providing the trusted oracles that make all of this pricing reliable are completing the stack.
-
The “why now” is straightforward. Regulatory clarity is improving. Major custodians are live. BlackRock, Franklin Templeton, JPMorgan, and Apollo are all shipping product. And the yield gap between traditional money markets and on-chain equivalents is attracting real capital – not just crypto natives.
Projections from Boston Consulting Group, Citigroup, and Standard Chartered point to $4–16 trillion in tokenized assets by 2030. That is not hype; it is conservative math based on current adoption curves.
In an Extreme Fear environment, this is exactly the setup serious capital uses to accumulate exposure before the next leg higher.
NFA – Not Financial Advice. This is my independent analysis based on public data from BlackRock, DTCC, DefiLlama, and on-chain sources. Do your own research (DYOR) and only invest what you can afford to lose. Markets can remain irrational longer than expected.
The tokenization wave is not coming. It is already here - and the institutions building it are playing a multi-year game.
What part of the RWA stack are you most focused on right now - Tokenized Treasuries, equities, private credit, or the infrastructure layer? Drop your thoughts below. I read every reply.
-Mek
MASSIVE: 🇺🇸 White House confirmed President Trump wants to remove tax on Bitcoin and crypto transactions.
🚨 BINANCE RECORDS STRONG SALES VOLUME AT $BTC
Net cumulative volume in the last 4 hours on Binance is the highest since February 3, before the dump that brought bitcoin down to $60K.
Despite selling pressure, the price of bitcoin has not yet been affected, signaling intense participation from the futures market in the current price marking.
It is important to point out that this is NOT Binance, but THOSE WHO OPERATE on Binance.
What could be the reason for such a large sale?
Net cumulative volume in the last 4 hours on Binance is the highest since February 3, before the dump that brought bitcoin down to $60K.
Despite selling pressure, the price of bitcoin has not yet been affected, signaling intense participation from the futures market in the current price marking.
It is important to point out that this is NOT Binance, but THOSE WHO OPERATE on Binance.
What could be the reason for such a large sale?
Whales are reaccumulating everything they sold since October 🔥
All the reduction in bitcoin reserves of whales that occurred after October of last year has already been reversed.
This V-shaped recovery signals strong institutional accumulation in the last 30 days, taking advantage of falling prices and accumulating over 98,000 BTCs.
Note that institutional distribution started exactly at the peaks of 2025 and shortly after, the price was never able to sustain a rise.
For now, this has not yet reflected in prices and the short term may still suffer from systemic shocks, but it increasingly seems that the institutional interest is to take advantage of the dip to accumulate.
Ask yourself: do you prefer to sell to the whales, or accumulate along with them?
All the reduction in bitcoin reserves of whales that occurred after October of last year has already been reversed.
This V-shaped recovery signals strong institutional accumulation in the last 30 days, taking advantage of falling prices and accumulating over 98,000 BTCs.
Note that institutional distribution started exactly at the peaks of 2025 and shortly after, the price was never able to sustain a rise.
For now, this has not yet reflected in prices and the short term may still suffer from systemic shocks, but it increasingly seems that the institutional interest is to take advantage of the dip to accumulate.
Ask yourself: do you prefer to sell to the whales, or accumulate along with them?
🚨TRUMP ORDERS THE RELEASE OF CONFIDENTIAL FILES RELATED TO ALIENS AND UFOs
Ready, now they can stop looking at Epstein's files and in order to avoid a future alien invasion, they will need to raise taxes to create the Alien Defense.
FED looking at this: "now I can print more to protect ourselves from the alien invasion".
The timing of this release order is really very convenient...
Ready, now they can stop looking at Epstein's files and in order to avoid a future alien invasion, they will need to raise taxes to create the Alien Defense.
FED looking at this: "now I can print more to protect ourselves from the alien invasion".
The timing of this release order is really very convenient...
The future of Web3 is built on collaboration and innovation.
It is a pleasure to announce that I am now officially part of the BNB Martians team! My mission is clear: to contribute to the growth and adoption of the ecosystem of @BNB Chain .
Get ready, there are many great things coming your way.
#BNBChain #KeepBuilding #Web3 $BNB
It is a pleasure to announce that I am now officially part of the BNB Martians team! My mission is clear: to contribute to the growth and adoption of the ecosystem of @BNB Chain .
Get ready, there are many great things coming your way.
#BNBChain #KeepBuilding #Web3 $BNB
wtf is wrong with $BTC
💵 The Fed has just injected $18.5 billion into the banking system via overnight repos.
This is the 4th largest liquidity injection since Covid.
Repo is not formal QE.
But it is liquidity entering the system.
When the Federal Reserve needs to temporarily buy Treasuries to stabilize short-term funding, it indicates stress in the reserve market or high demand for cash.
Even though the official discourse is still of restrictive policy, practice shows that the system continues to rely on support.
First come the repos.
Then, if the stress persists, larger measures come.
In this scenario, the investor needs an asset that captures monetary premium. Like gold and bitcoin. $BTC #FED
This is the 4th largest liquidity injection since Covid.
Repo is not formal QE.
But it is liquidity entering the system.
When the Federal Reserve needs to temporarily buy Treasuries to stabilize short-term funding, it indicates stress in the reserve market or high demand for cash.
Even though the official discourse is still of restrictive policy, practice shows that the system continues to rely on support.
First come the repos.
Then, if the stress persists, larger measures come.
In this scenario, the investor needs an asset that captures monetary premium. Like gold and bitcoin. $BTC #FED
2025 was weak in price. But it was huge in Bitcoin transfer.🚨
Companies added ~489 thousand BTC.
Funds and ETFs totaled ~205 thousand BTC.
Governments increased ~135 thousand BTC.
Meanwhile, individuals SOLD around 696 thousand BTC. More than in 2024.
Hand rotation in its purest essence.
Sideways year, strong corrections, and constant noise created the perfect environment for FUD. Negative narrative, regulatory fear, macro risk, alarmist headlines.
Those who sold were investors pressured by informational noise.
Those who bought were participants with a long horizon and strong balance.
Classic transfer.
Weak hands distribute.
Structured entities (whales) accumulate.
2025 was yet another test of conviction.
The retail investor was overshadowed by volatility and excess narrative.
Bitcoin did not stay still in 2025.
It changed owners.
Companies added ~489 thousand BTC.
Funds and ETFs totaled ~205 thousand BTC.
Governments increased ~135 thousand BTC.
Meanwhile, individuals SOLD around 696 thousand BTC. More than in 2024.
Hand rotation in its purest essence.
Sideways year, strong corrections, and constant noise created the perfect environment for FUD. Negative narrative, regulatory fear, macro risk, alarmist headlines.
Those who sold were investors pressured by informational noise.
Those who bought were participants with a long horizon and strong balance.
Classic transfer.
Weak hands distribute.
Structured entities (whales) accumulate.
2025 was yet another test of conviction.
The retail investor was overshadowed by volatility and excess narrative.
Bitcoin did not stay still in 2025.
It changed owners.
Bitcoin approaching a possible bottom zone
BTC/USDT (1S) - Institutional
Professional analysis update
Bitcoin is currently around $68,000, within a strong correction movement after losing key support in the 80k–83k area. The breakout came with clear momentum, showing bearish pressure in the short term.
Looking at the structure on a weekly timeframe:
• The trend line that comes from the lows of 2023 is still intact.
• This correction is bringing the price back to a strong macro support zone.
• Below the current price is the previous accumulation zone + imbalance.
Professional analysis update
Bitcoin is currently around $68,000, within a strong correction movement after losing key support in the 80k–83k area. The breakout came with clear momentum, showing bearish pressure in the short term.
Looking at the structure on a weekly timeframe:
• The trend line that comes from the lows of 2023 is still intact.
• This correction is bringing the price back to a strong macro support zone.
• Below the current price is the previous accumulation zone + imbalance.
🇺🇸 US inflation measured by the CPI in January falls to 2.4%, below the expectation of 2.5%.
Core inflation fell to 2.5%, in line with expectations of 2.5%.
Core inflation is now at its lowest level since March 2021.
Interest rate cuts are back on the "menu".
No surprises for those following here on Binance Square, I had already indicated that disinflation would soon affect the CPI.
Truflation continues to accurately predict the trend of disinflation and the FED is expected to cut rates at some point this year.
Core inflation fell to 2.5%, in line with expectations of 2.5%.
Core inflation is now at its lowest level since March 2021.
Interest rate cuts are back on the "menu".
No surprises for those following here on Binance Square, I had already indicated that disinflation would soon affect the CPI.
Truflation continues to accurately predict the trend of disinflation and the FED is expected to cut rates at some point this year.
‼️ Fear & Greed 8 – Extreme Fear today
Same level as yesterday and above 5 from last week.
My view: classic accumulation signal. Institutions buy quietly, and weak hands sell at a loss
Same level as yesterday and above 5 from last week.
My view: classic accumulation signal. Institutions buy quietly, and weak hands sell at a loss
🏦 A #BlackRock deposited this morning more 3.402K $BTC (US$ 227.5M) and 15.1K $ETH (US$ 29.52M) on Coinbase.
More sales may be coming.
More sales may be coming.
DEPUTY REINTRODUCES PROPOSAL FOR BRAZIL TO BUY BITCOIN !!
Bill that proposes Brazil to buy R$ 350 billion, corresponding to 1 MILLION bitcoins over 5 years has advanced in the Chamber.
The text goes beyond the creation of the reserve and also proposes total exemption from Income Tax on gains with digital assets.
Will it pass?
Bill that proposes Brazil to buy R$ 350 billion, corresponding to 1 MILLION bitcoins over 5 years has advanced in the Chamber.
The text goes beyond the creation of the reserve and also proposes total exemption from Income Tax on gains with digital assets.
Will it pass?
Don't divert your attention now.
Usually after periods of decline in Bitcoin, many people end up distancing themselves from the market.
Especially newbies, tourists.
I believe it should be exactly the OPPOSITE.
It's at this moment that planting begins and investors should be even more attentive to what's happening.
Don't wait to return only when the hype has already set in.
It's at this moment that you will be flooded with FOMO and whales will dump on your head.
Take an interest when everyone thinks it's over.
Be cautious when everyone thinks they are a genius.
Usually after periods of decline in Bitcoin, many people end up distancing themselves from the market.
Especially newbies, tourists.
I believe it should be exactly the OPPOSITE.
It's at this moment that planting begins and investors should be even more attentive to what's happening.
Don't wait to return only when the hype has already set in.
It's at this moment that you will be flooded with FOMO and whales will dump on your head.
Take an interest when everyone thinks it's over.
Be cautious when everyone thinks they are a genius.
🚨BREAKING: Russia is considering returning to using the US dollar as part of a broad economic partnership with President Trump, according to Bloomberg.
The partnership would include:
1. The US and Russia working together on fossil fuels
2. Joint investments in natural gas
3. Partnerships for offshore oil exploration and essential raw materials
4. Unexpected profits for American companies
5. Russia's return to the USD settlement system
If realized, this agreement would change the global economy.
The partnership would include:
1. The US and Russia working together on fossil fuels
2. Joint investments in natural gas
3. Partnerships for offshore oil exploration and essential raw materials
4. Unexpected profits for American companies
5. Russia's return to the USD settlement system
If realized, this agreement would change the global economy.
The "Real Yield" has arrived for the BNB Chain
A
ended 2025 with solid fundamentals, real use, and clear traction in DeFi, RWAs, and payments. The Q4 2025 data from
just came out and shows a game changer: the focus now is on real use and institutional capital. 🏦
$BNB ended 2025 with a Market Cap of US$ 118.9 billion, an increase of 17.8% compared to the previous year, becoming the 3rd largest crypto in the market.
BNB Market Cap
I will show you why 2025 was the year of maturity and what that means for 2026. 👇
1. The Giant of RWAs (Tokenized Real Assets)
ended 2025 with solid fundamentals, real use, and clear traction in DeFi, RWAs, and payments. The Q4 2025 data from
just came out and shows a game changer: the focus now is on real use and institutional capital. 🏦
$BNB ended 2025 with a Market Cap of US$ 118.9 billion, an increase of 17.8% compared to the previous year, becoming the 3rd largest crypto in the market.
BNB Market Cap
I will show you why 2025 was the year of maturity and what that means for 2026. 👇
1. The Giant of RWAs (Tokenized Real Assets)
• Bitcoin February 12, 2023 - 22K our ATH was 69K, many said the market was over, hitting imaginary bottoms
• Bitcoin February 12, 2026 - 68K our ATH is now 126K, and there are amateurs saying the market is over, it’s done, it’s the end .. so much unnecessary FUD
In the first scenario, we had a drop of -65% from the ATH of 2021 until February 2023, after that + 440% until the ATH of 2025.
In the current second scenario, we have a drop of approximately ~50% from the ATH in October (4 months ago).
Lower supports may be sought to capture more liquidity, but pay attention .. when they start talking about a drop only after the market has fallen 50%, it's a trap for retail to forget to hold and the big players start accumulating.
This goes beyond $BTC , we can look at a scenario of more significant appreciation in $ETH and altcoins.
• Bitcoin February 12, 2029 - Seeking a bottom at 100K after the rally from the 2028 Halving? Then Bitcoin dies again at this bottom.
• Bitcoin February 12, 2026 - 68K our ATH is now 126K, and there are amateurs saying the market is over, it’s done, it’s the end .. so much unnecessary FUD
In the first scenario, we had a drop of -65% from the ATH of 2021 until February 2023, after that + 440% until the ATH of 2025.
In the current second scenario, we have a drop of approximately ~50% from the ATH in October (4 months ago).
Lower supports may be sought to capture more liquidity, but pay attention .. when they start talking about a drop only after the market has fallen 50%, it's a trap for retail to forget to hold and the big players start accumulating.
This goes beyond $BTC , we can look at a scenario of more significant appreciation in $ETH and altcoins.
• Bitcoin February 12, 2029 - Seeking a bottom at 100K after the rally from the 2028 Halving? Then Bitcoin dies again at this bottom.
The drop of $BTC last week caused the largest realization of loss in history.
This means that more coins were sold at a loss than ever before.
Large-scale liquidity capture.
This is what panic looks like.
Weak hands exiting, emotional sales, forced liquidations.
Historically, extreme realized losses tend to occur near exhaustion points, not at the beginning of new cycles.
Funds are usually built in moments like this.
This means that more coins were sold at a loss than ever before.
Large-scale liquidity capture.
This is what panic looks like.
Weak hands exiting, emotional sales, forced liquidations.
Historically, extreme realized losses tend to occur near exhaustion points, not at the beginning of new cycles.
Funds are usually built in moments like this.
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