ClearLensPC✓

RT @Presto_Labs: Peter Chung (@ClearLensPC), Head of Presto Research, moderated the roundtable "Beyond Issuance: Distribution, Monetization, and the Next Phase of RWAs" at EastPoint:Seoul 2026. A focused discussion with asset managers, securities firms, and on-chain infrastructure teams on what comes after issuance. With: Eric Chen (@ericinjective), Injective @injective Keone Hon (@keoneHD), Monad Foundation @monad_xyz Viv Diwakar (@viv_diwakar), Canton Foundation @CantonNetwork Andy Lee (@apwlxyz), HashKey RWA @HashKeyGroup Toya Zhang (@Toya_bit), @EXIO_HK Jihae Ryu, Korea Investment Management Aaron Gwak (@aarongwak), Libeara @libeara_ Chetan Karkhanis, Franklin Templeton Digital Assets @FTDA_US Chris Yin (@chriseyin), Plume @plumenetwork Youngjin Choi, Hanwha Asset Management Jin Young Lee, NH-Amundi Asset Management Jonathan Gill, SC Ventures @scventuresDNA Shane Verner, Fireblocks @FireblocksHQ Kyung-mo Go, Eugene Investment & Securities Thanks to all participants, and to @hashed_official, @bloomingbit_io, and @kedglobal for hosting.

“USD Stablecoins will destroy 50%+ of currencies within 30 years.” 💯

Every year, I have been tracking predictions for a while. I am going to share a few publicly. I will not elaborate; you can speculate on why I believe these things: USD Stablecoins will destroy 50%+ of currencies within 30 years. The number of US banks will fall by 50% or more in the next two decades. No current blockchain is well suited to global financial trading. The current age verification / account-based KYC / data gathering regime will result in a data breach so catastrophic the entire system will have to be torn down.

RT @Presto_Labs: Peter Chung (@ClearLensPC), Head of Presto Research, joins Episode 12 of the Stablecoin Builder Series hosted by @utila_io, alongside speakers from @R25Official and @libeara_. On the agenda: what production-ready RWA infrastructure actually requires. Custody, compliance, governance, and liquidity. Issuance puts assets on-chain. Liquidity makes them markets. That is where Presto operates. Tuesday, August 25 5:00 PM SGT Register:

RT @Presto_Labs: We're proud to announce that Presto is now live on @Morpho as a vault curator. Lending comes down to one thing: matching capital with borrowers you understand. We've spent a decade doing that across Asia's markets, and now we're doing it onchain. Two USDC vaults are live on Ethereum. Prime lends against blue-chip assets, and Forte lends against selected RWA collateral, including 3F assets (wFalconX, wJAAA) through our partnership with @3f_xyz. Every collateral asset is vetted before our vaults lend against it. We verify oracle configurations against onchain state, participate directly in liquidations, and manage supply across markets to keep rates where they should be. This is only the beginning. Asia holds some of the deepest pools of institutional capital and borrowing demand in this market, and Presto's job is to bring the two together on Morpho. More to share soon. Stay tuned.

RT @Presto_Research:

RT @Presto_Labs: Presto is making markets in Japanese equities on @tradexyz, starting with KIOXIA (285A) and SoftBank (9984). Cash-settled equity perps tracking the underlying shares: 24/7 trading, 10x leverage, built on @HyperliquidX HIP-3. First Korean blue chips. Then the S&P 500. Now Japan. Institutional depth from the first print, on the names powering the AI and tech supercycle. Real-world assets deserve native on-chain markets.

RT @Presto_Research: Tokenization does not create demand. It removes friction. In recent interview with a Korean media, our Head of Presto Research @ClearLensPC shared his insight on where that friction sits: at the border. The benefit of bringing an asset on-chain is largest when it crosses jurisdictions, so the assets that belong on-chain are the ones global investors already want, not those with purely domestic demand. His framing: Asset First, Tokenization Later. Identify real global demand, then tokenize. Read the full interview in Korean:

RT @Presto_Research:

$5T RWAs: Can Tokenized Equity Repeat Stablecoins' Success?

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Sayloer's Inoculation, Decoded

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It's Gold, AI, and Inflation, Not MSTR

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RT @Presto_Research: #ThrowbackThursday 📚 5 pieces from the Presto Research that read even sharper in this market 🧵👇

CLARITY Advances, But Road Ahead Still Bumpier Than GENIUS

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Thursday's Markup: CLARITY Act's Make-or-Break Moment

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Spot-Perp Divergence at Extremes: Historic Squeeze Ahead?

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Hyperliquid HIP-4: Threat to Polymarket & Kalshi?

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CLARITY Act Yield Compromise Reached

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RT @Presto_Research: 🔥Presto Original🔥 Conflux: Building the Asia-centric Asset Settlement Stack by @stateroot ▪️A multi-trillion-dollar opportunity: Tokenized real-world assets have grown from $85 million in 2020 to over $30 billion on public chains, while stablecoins now carry $320 billion in market cap and processed $33.4 trillion in on-chain volume in 2025. Tokenized assets are projected to reach $9.4 trillion by 2030, with Asia positioned as the fastest-growing region for both RWA and stablecoin adoption. ▪️Asia’s regulatory inflection point: A convergence of regulatory developments has created a window of opportunity. Hong Kong issued its first two stablecoin licenses in April 2026, China clarified a regulated pathway for offshore RWA tokenization of domestic assets, and Singapore’s Project Guardian has progressed from experimentation toward live institutional pilots. These moves unlock trillions in previously inaccessible Asian assets for tokenized global capital markets. ▪️Conflux’s strategic positioning: Conflux Network occupies a niche that no other major blockchain fills. It is the only compliance-friendly public blockchain in mainland China with a live PayFi stack, the first AFSA-approved offshore RMB stablecoin (AxCNH), USDT0 integration, and partnerships with Ant Digital Technologies and China Telecom. Its ambition is to become the primary blockchain settlement rail for China’s $3.3 trillion Belt and Road trade corridor and Hong Kong’s emerging tokenized asset infrastructure. ▪️Execution progress: Key milestones include the March 2025 launch of a green energy battery-swapping RWA project in China (596 stations, 15,000+ batteries), a 500-million $CFX ecosystem fund for PayFi, the BitUnion prepaid card accepted in 183 countries via UnionPay International, the November 2025 integration of USDT0, and April 2026 support for XAUT0 extending Conflux’s settlement stack from stablecoins into tokenized gold. @Conflux_Network

Paul Tudor Jones Warns on Stocks, Doubles Down on Bitcoin

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"DeFi is Over?" Long Live DeFi!

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