ArkStream Capital says that capital flows and selection logic in the crypto market are changing
BIBIBI
AT A GLANCE
The article states that the crypto market's focus is shifting toward RWA perpetual contracts, protocol revenue, and buybacks.
Article
ArkStream Capital When Binance becomes “Stock Binance,” crypto is undergoing an unprecedented transformation
Fed rate hikes and the U.S.-Iran conflict push up oil prices, while Bitcoin rises against the trend in the third quarter 42%, moving in step with the Nasdaq and decoupling from gold.RWA Perpetual contracts have become the largest source of incremental trading volume in the crypto industry; broad-based altcoin gains are no longer the norm, while protocol revenue and buybacks have become new screening criteria.
The article states that Bitcoin rose in the third quarter 42%。
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The article states that RWA perpetual contracts have become the largest source of incremental trading volume in the crypto industry.
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The article states that protocol revenue and buybacks have become new screening criteria.
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The headline uses “Stock Binance” to describe Binance.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This article is an analysis discussing changes in the crypto market. It argues that the market is no longer broadly focused on rising altcoins, but instead pays greater attention to RWA trading volume in perpetual contracts, as well as whether projects can generate protocol revenue and conduct buybacks. The data and assessments in the article have not been independently verified.
Why it matters to readers
If the article's assessment is correct, investors may place greater emphasis on actual revenue, buybacks, and specific trading activity when evaluating crypto projects, rather than solely on price appreciation.
Beginners can understand this as a market observation: a project's trading volume and revenue may be regarded as important indicators, but the text itself cannot demonstrate that these trends have been validated.
Risks and unknowns
The statistical methodology for the claim that Bitcoin rose in the third quarter 42%is not specified.
The claim that Bitcoin moved in step with the Nasdaq and decoupled from gold does not provide an independent basis for verification.
RWA The claim that perpetual contracts became the largest source of incremental trading volume does not provide specific trading-volume data.
The article does not explain the specific business, regulatory, or financial event to which “Stock Binance” refers.
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RWA Perpetual contracts
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