According to @secondswap_io, the Consensus HK event showcased growing activity in the prediction market space, with numerous builders and consumer apps actively engaged. The focus on 'tokenizing the world' stood out, with initiatives ranging from tokenized money market funds to Australian real estate and delta-neutral strategies. Additionally, a shift in investor sentiment was observed, with a preference for steady and predictable returns over chasing outsized gains.

According to @secondswap_io, the Consensus HK event highlighted a shift in investor focus from altcoins to equities and real-world assets (RWAs). While appetite for secondary markets has cooled, allocators are now deploying less volatile strategies such as OTC discounts and delta-neutral approaches. The Green Finance and RWA Tokenization event showcased innovative applications like tokenizing forest assets and carbon credits, with institutional examples like IKEA’s significant Baltic forest acquisitions. These developments underscore the growing importance of tokenized RWAs for long-term investments and secondary liquidity.

According to @ag_dwf, Falcon Finance says it offers a 4% delta neutral yield on tokenized gold while keeping gold exposure intact and has been featured by Fortune Magazine for tackling a 4.6 billion tokenized gold gap (source: @ag_dwf citing Falcon Finance). According to @ag_dwf, the announcement frames tokenized gold as a yield-bearing RWA opportunity within DeFi (source: @ag_dwf). According to @ag_dwf, the post does not include mechanism specifics, risk terms, or token details and refers readers to Falcon Finance's announcement (source: @ag_dwf).

According to @ag_dwf, the 10/10 sell-off tied to Trump tariffs smashed USDe liquidity and triggered cascading liquidations, underscoring crypto’s high volatility and the need for disciplined risk controls (source: @ag_dwf). @ag_dwf outlines a trading risk framework: avoid excessive leverage and exotic collateral; maintain a delta-neutral portfolio with strict balance and margin controls; implement comprehensive API surveillance including ADL event monitoring; deploy automated PnL monitoring that can react in milliseconds; build resilient high frequency trading infrastructure that functions during exchange feed delays, congestion, or unstable APIs; and run adaptive models that trade across regimes (source: @ag_dwf). He adds that his team has traded on Binance since 2019 and is continuing to scale, advising against overreacting to coordinated attacks while focusing on robust execution and monitoring (source: @ag_dwf). He also cites ARK Invest CEO Cathie Wood’s Fox Business interview attributing a $28B deleveraging to a Binance software issue and suggesting selling pressure has largely cleared, providing context for positioning after the drawdown (source: Fox Business via @ag_dwf).

According to @CrypNuevo, current market data shows a neutral delta for liquidation levels, indicating no immediate signs of a short squeeze or a long squeeze for Bitcoin (BTC). However, a significant data point reveals the largest individual liquidation level is concentrated at $115,300. @CrypNuevo suggests this adds considerable weight to a downside liquidation cluster, pointing to this price level as a potential target for a market pullback.

According to Ai 姨, Ethena has 21% of its USDe engaged in a Delta neutral hedging strategy on Bybit, with the ETH portion valued at $227 million. Following Bybit's confirmation of a breach, ENA has fallen by 11.5%, erasing today's gains.