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Welcome to the Euro Star Planet! Hello everyone, this is Teacher Zhu. Not chasing trends, not making calls, focusing on macro logic + project research + on-chain real data. In Euro Star Planet, I mainly share: 🧠 Bull and bear cycles and market structure analysis 🔍 In-depth breakdown of potential projects 📊 On-chain data + sentiment analysis ⚠️ Risk warnings, more important than making money If you also: ✔ Don't like mindless bullish calls ✔ Want to see long-term logic instead of tenfold gains in a day ✔ Hope to survive longer in this market Currently, Euro Star Planet is just getting started, and we are open to KOLs and VIP users. We can follow each other and evolve together 🤝 👉 Friends who have already followed, drop a comment in the section, and I will definitely follow back! $BTC

Damn, no wonder Iran has been causing trouble, the US seized $1 billion of their crypto assets. Who says crypto assets are safe? This was handled so easily! I think the most likely reason is that they were kept on a CEX and got taken down; if they were in a wallet, they probably would have been fine! $BTC $ETH #HYPE再创新高：市值破146亿美元

The S&P 500 index has risen for nine consecutive weeks, marking the longest winning streak since 2023 and one of only 10 such occurrences in the past 40 years. In the past 10 instances, the probability of an increase one month later was as high as 90%, and 70% after six months. Currently, the 9-week gain is 18.8%, one of the highest in history. If it continues to rise next week, it will set the record for the longest weekly winning streak in history. $BTC $QQQ

Trump's account is established to create a US stock account for every newborn American, with an initial investment of $1000, taken over at age 18. Based on the current US stock returns, it is estimated to be worth $5800 at 18. The platform is Robinhood, which has already soared. #ETF流出，资金轮动 $BTC $ETH $HOOD

The Simpsons writers are running for president 😂, having successfully predicted Trump becoming president, they probably don't think they're predicting themselves to become president. $BTC $ETH $OKB

Trump's holdings are almost entirely in semiconductors. #美光科技市值破万亿：存储超级周期 $BTC $ETH $MU

PCE 3.2% is lower than expected, with a minor impact; the main focus is still on the upcoming CPI on June 10. $BTC $ETH $OKB #稳定币三线同日落地

Chuanzi is calling Intel again, Intel can also be considered a US state-owned enterprise, the government invested 8.9 billion, and earned 50 billion, right! $BTC $ETH $INTC

Jackie Chan plays NVIDIA's Jensen Huang in "Silicon Valley Empire"? He's still alive and well, so why cast someone to play him? I don't get it! Is the big shot too busy? 😂 $BTC $ETH $NVDA

Iran took the initiative, how did the fighting start again! The US stock market has already plunged, and BTC followed the drop. Can we stop negotiating one moment and fighting the next, and just settle it like a man all at once? #纽交所母公司授权OKX推出原油合约 $BTC $ETH $OKB

RWA Leading Sector Overview Recently, the US stock market has been very volatile. Last night, US stocks hit new highs again, but this did not boost Bitcoin. I originally expected that since US stocks could rise, they would more or less drive some momentum for Bitcoin, but Bitcoin underperformed and showed weakness. Currently, the sectors performing well in the crypto space are AI and RWA-related, which are still influenced by the US stock market. Below is a dashboard of the RWA sector from defilama, with very comprehensive data. Overview The total RWA volume is 27 billion, with the DeFi sector at 2.59 billion. Among them, bonds account for 15.3 billion, precious metals 5.6 billion, private credits 2.66 billion, public equities 2.2 billion, and there are many other smaller categories which you can check out yourself. By blockchain: Ethereum ranks first with 15.2 billion, BSC second with 3.5 billion, and Solana third with 2.19 billion. So don’t think Ethereum is underperforming; even in RWA it leads by a wide margin. Why do most assets choose Ethereum? Not because of speed, but because it is more secure. By platform: The top is Securitize, a name that might not be very familiar, but it is currently the largest RWA tokenization platform, with SEC and BlackRock compliance endorsements! The current RWA volume is 4.1 billion. This company is likely preparing for a Nasdaq IPO, so it hasn’t issued tokens yet. After the IPO, you can pay attention to its stock! Second is Tether, the largest stablecoin. Third is Circle, fourth is ONDO, fifth is Maple, sixth is Paxos (which issues on-chain gold), seventh is Xstocks (on-chain US stocks, mentioned before), and eighth is Spiko, the European version of Securitize, focusing on on-chain money market funds, also a traditional institution transitioning, so it likely won’t issue tokens. From this, we should focus on CRCL, ONDO, and Maple. Currently, ONDO and Maple’s token prices are performing well, which is the big trend! Looking at detailed categories, we saw that bonds rank first in RWA. Within this category, most are stablecoin-based. A key point is Centrifuge, which we mentioned before as doing private credit; unexpectedly, it has also crossed into bonds and ranks fourth, so it deserves attention. In the precious metals category, most are gold-related. The major players are Tether and Paxos, both of which we have discussed before. In private credits, Maple ranks first and second, and Hastra third; this is US consumer credit RWA, such as mortgages and auto loans. In public equities, these are on-chain stock tokens, mainly ONDO and Xstocks. There are other smaller categories which you can explore if interested. In summary, the RWA sector has developed steadily over the past few years. First, stablecoins are definitely a direction, with the giant effect becoming more obvious, so focus on Tether and CRCL. Then there are bonds and US stock-related sectors, so focus on ONDO and Maple; Xstocks has not issued tokens. #纽交所母公司授权OKX推出原油合约 $ONDO $CFG $SYRUP