Sky founder: plans to propose additional proposal to change the core token (MKR or SKY) to strict deflation

Serenity forwarded a research report from Mizuho Securities, stating that there is no delay in the deployment of CPO and 800V DC, and the recent decline in the sector is a mistake. According to a research report by Mizuho, the production window for CPO will remain between 2028 and 2029, and the shipment forecast for light engines will be raised. Mizuho believes that InP DFB lasers are still the long-term mainstream of CPO and has named $SIVE as a beneficiary target. The incremental shipment of 800VDC data centers is expected to start in 2027. The Senior Vice President of NVIDIA's Network Division denies any delays in the Spectrum-X Ethernet CPO switch and confirms that mass production and customer delivery will be pushed forward in the second half of 2026.

According to Onchain Lens monitoring, Giant Whale Garret Jin sold 184102 HYPE for $73.58, earning 13.54 million USDC and a profit of $2.83 million. Garret Jin lost $13.2 million in a 5-fold BTC long position and gained $3.29 million in a 2-fold ZEC long position.

The global RWA tokenization market has exceeded 43 billion US dollars, with a growth of about 37% in the past 180 days. tokenized funds account for 80% of the total market value, commodity assets account for 16.6%, and tokenized stocks account for 3.8%. Ethereum holds 57.8% of the market share, with Sky leading with a scale of $6.1 billion, and Securitize and Ondo Finance each holding $3.6 billion. Standard Chartered and Citigroup have released a report expressing optimism about tokenized assets, with Citigroup expecting the market size to reach $5.5 trillion in the benchmark scenario and $8.2 trillion in the optimistic scenario by 2030.

[Multiple Senators Write to Treasury Department, Requesting Clarification on State-Level Stablecoin Regulatory Certification Process Under the GENIUS Act] According to CoinDesk, several senators, led by Republican Senator Cynthia Lummis, have written to Treasury Secretary Scott Besant, requesting the Treasury Department to clarify the procedures and timeline for state-level stablecoin regulatory certification under the GENIUS Act. They also called for written guidance to standardize the application, review, and certification processes.

CryptoQuant founder and CEO Ki Young Ju stated on X platform that altcoins have not disappeared, and those that rely solely on narrative hype will be eliminated. The era of simply making money by issuing coins has come to an end. The counterfeit coin with long-term value needs to have real business, actual revenue and conform to the global mainstream financial development trend, including a global Internet platform with token market layer, a decentralized financial service project with real revenue and a track project that conforms to the mainstream financial development trend.