bitmonkcrypto

RWA quietly became one of crypto’s most real stories.
$39.2B distributed on-chain. $388B represented. 3.38M holders - more than 2x in 30 days.
That’s no longer just a narrative.
➟ Fixed income leads at ~$16.5B
➟ Private credit: $7.6B
➟ Gold & commodities: $5.5B
➟ Tokenized equities: $2.5B
And Wall Street is already playing.
➟ BlackRock BUIDL: $2.8B
➟ Tether Gold: $3.1B
➟ Circle USYC: $2.6B
➟ Ondo: $3.6B platform
But here’s the twist:
Most RWA capital is still sitting idle. Only ~$3.9B is being used in DeFi.
The real explosion is happening in synthetics.
RWA perps on Hyperliquid reached ~$2B op

If you’re in crypto, The Bitcoin Standard is a must-read 📚
It’ll make you rethink money, Bitcoin, and why it matters.
Have you read it already? 👀

Bitcoin hit $81K
Two weeks ago it was $65K 😆
The bounce is violent

MoonPay / @moonpay is quietly becoming a much bigger crypto infrastructure company.
The “buy crypto with a card” era is starting to look like just one piece of the puzzle.
Here’s what actually matters from MoonPay in 2026 so far:
PayBox + Kamino.
The newest move landed Aug 27.
PayBox now connects AI conversations with Kamino, letting eligible users ask Claude or ChatGPT to:
➟ Supply USDC for yield
➟ Borrow against SOL and other collateral
➟ Prepare transactions for approval via passkey or preset limits
PayBox launched in July as a non-custodial payment vault for AI agents.
The bigger idea: age

What's happening right now?
$BTC is testing its largest supply wall at $80,000 - right around the average cost basis of ETF holders.
Spot Bitcoin ETFs just logged their 8th straight day of inflows (longest streak since April).
Price is holding above $79k after a sharp weekly rally, but Friday brings a $6.4B options expiry and Fed Chair Warsh’s Jackson Hole speech.
➟ Institutions are still buying
➟ $80K remains the key resistance
➟ Options expiry could add serious volatility
➟ Macro headlines could decide the next move
The setup is getting interesting.
If BTC breaks $80K with strong volume, th

Bitcoin smashed through $80,000 for the first time since May - and this move has serious macro fuel behind it. 👀
BTC tagged $81K before getting rejected near the 50-week MA, but currently around 78k, will it bounce is the real question. With BTC up over 4% on the day and roughly 25% in a week, the momentum is undeniable.
➟ Treasury buybacks are reviving the debasement trade
➟ Spot Bitcoin ETF inflows are accelerating hard
➟ Shorts are getting squeezed as key resistance levels break
➟ ETH, SOL and XRP are joining the rally as market breadth expands
The big question now: new bull leg or an over

Bitcoin smashed through $80,000 for the first time since May - and this move has serious macro fuel behind it. 👀
BTC tagged $81K before getting rejected near the 50-week MA, but holding above $79K–$80K is still a major statement. With BTC up over 4% on the day and roughly 25% in a week, the momentum is undeniable.
➟ Treasury buybacks are reviving the debasement trade
➟ Spot Bitcoin ETF inflows are accelerating hard
➟ Shorts are getting squeezed as key resistance levels break
➟ ETH, SOL and XRP are joining the rally as market breadth expands
The big question now: new bull leg or an overbought

Bitcoin’s 20% Surge: What’s Driving the Rally?
Bitcoin has surged roughly 20% in a week, jumping from the low $63K range to around $76K–$78K.
The move has been fueled by a mix of macro tailwinds, a massive short squeeze, modest ETF inflows, and renewed optimism around U.S. crypto policy.
What’s driving the move?
➟ The U.S. Treasury’s plan to double long-dated bond buybacks helped ease yields and supported risk assets.
➟ A major short squeeze liquidated billions in leveraged positions, creating a wave of forced buying.
➟ Modest ETF inflows added support.
➟ Renewed discussion around the Clarity

Bitcoin holding firm near $64.5k–$65k as U.S. spot ETFs pull in another strong day of inflows ($189M yesterday after $298M on Monday).
Treasury’s stepped-up long-bond buybacks are helping push yields lower, giving crypto a clean tailwind.
Institutional demand is quietly rebuilding while volatility stays compressed.
Eyes on the Fed minutes later today…
Will this be the spark for the next push higher?
#Bitcoin #BTC #Crypto #RWA #ETFs