RWA = Future
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Joined May 2022
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What keeps me on @ZIGChain isn't just the tech, it's the idea. Wealth generation shouldn't be gated behind big capital or the right connections.
ZIG Markets is building the infra to open that up: it curates real yield, makes it accessible, and earns revenue doing it. A portion of that revenue flows back into buying ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 off the open market.
Latest proof: the 3rd monthly buyback cycle just deployed $100K in revenue to buyback ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 from open market. This is almost double the last cycle and only set to grow, with products like ZM1 (a tokenized private credit fund) targeting $100 M TVL.
distribution → TVL → revenue → ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buyback 🔥
As @LLuciano_BTC put it, hyperliquid:native , near:native and ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 showed revenue is the meta that works this cycle, and $ZIG looks like the most undervalued version of it, still around $ 70M.
Do the math or don’t, your call. 🙂
Want to understand what’s being built behind ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 ? This conversation with @ARafayGadit is worth your time.
He goes beyond the headlines to explain the business strategy, revenue model, Tokenomics 2.0 and how ZIG Finance plans to build sustainable value for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01
A deeper look at the fundamentals driving the ecosystem. Worth the listen.
One of the best podcasts I’ve done in a long time. Almost LIVE for two hours going deep into @ZIGFinance and the business we’re building around ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01.
• What ZIG Finance does
• How we make money
• Protecting investors and customers
• Driving value into ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01, why ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 comes first
• Tokenomics 2.0 in detail
• How we view markets
If you’ve had questions about any of this, make time for this one. And if you’ve followed us for years, it’s a good reminder of why we’re doing what we’re doing.
Thanks @cryptostasher for hosting + @CryptoWizardd @AndrewCryptoHQ @trader1sz for dropping by :)
Tokenization is only half the story. Distribution is where the real value is created.
@ZIGFinance is building the full pipeline:
→ Originating private credit, invoice financing and trade finance.
→ Distributing these opportunities through GroveX, Coinstore, vaults and partners.
→ Connecting real capital to SMEs and institutional yield to investors.
More distribution → more revenue potential → stronger fundamentals for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01
This is real world finance moving beyond tokenization.
Revenue sharing is easy to promise @ZIGFinance is already putting it onchain
Under Tokenomics 2.0, a portion of ZIG Markets revenue (from structuring & distributing real-world yield products) is used every month to buy ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 on the open market.
4 monthly cycles completed:
• July: ~1.04M ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 acquired
• August: ~1.13M ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01
• September: ~1.85M ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01
• October: 1.35M ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01
Total acquired: ~5.37M $ZIG , funded by real commercial revenue, not team treasury.
How it works:
• 50% automatically goes to the Ecosystem Pool
• 50% goes to an onchain validator vote → permanently burned or sent to the pool
Latest example:
October’s cycle saw validators vote 98% in favor of permanently removing 675,000 $ZIG from circulation.
Every acquisition wallet and proposal vote is trackable onchain.
Real business revenue. Monthly buybacks. Onchain decisions.
That’s tokenomics moving beyond promises and into execution.
The money is starting to tell the story.
Over the last two months, leading RWA protocols grew TVL by 19%.
The ZIG ecosystem grew 98%.
@Valdora_finance deposits alone climbed from $28.7M to $67.8M
That’s $39M in fresh capital flowing into curated strategies.
Investors aren’t just chasing yield anymore. They’re choosing who manages their capital.
And that’s where @ZIGFinance is positioning itself for the next phase of onchain finance.
Real world finance is coming onchain and ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is in the mix.
@ZamanatDigital × @ADI_Foundation are exploring up to $150M in tokenized private credit, trade finance and Sukuk opportunities.
Through @ZIGFinance , these products can reach institutional and retail investors via embedded finance.
More real assets, more capital flowing onchain, and more utility for the $ZIG ecosystem.
This is how adoption scales.
Real assets and tokenized finance, with up to US$150M in ambition.
Zamanat has signed an MoU with @ADI_Foundation to explore tokenized investment opportunities across maritime finance, SME credit, trade finance receivables and Sukuk.
ADI Foundation brings asset origination and ADI Chain infrastructure. Zamanat brings structuring and distribution coordination.
Turning real-world assets into structured digital investment opportunities.
ZM! Access is the yield.
Powered by ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 - @ZIGFinance , @GroveXchange is bringing up to 9% p.a. on $USDT.
Your stablecoins can do more than just sit there.
Your USDT has options. @GroveXchange is putting another one on the table, powered by ZIG Finance.
This is what makes the @ZIGFinance ecosystem interesting.
Nawa Finance brings Shariah-aligned yield onchain, while ZIG Markets connects capital to real-world financing opportunities.
Not just another yield narrative. Real economic activity meeting onchain finance.
ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 has a shot at a massive real world opportunity.
$44T moves across borders every year, yet only 0.31% settles onchain.
ZIG Markets is connecting onchain capital to this real payment demand, funding payouts and getting repaid at settlement.
This is what bringing real world utility onchain looks like.
$44 trillion crosses borders every year. Only 0.31% settles onchain.
To pay out in minutes, money transfer operators pre-fund cash in the destination country. That capital comes mostly from banks and their own balance sheets.
ZIG Markets connects onchain capital to that need. It funds a payout, is repaid at settlement, then funds the next.
We're already doing this with @ConcreteXYZ's USD1 RWA Vault.
All roads lead to ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 .
Watch how the pieces connect.
ZIG Finance is building toward something bigger.
All roads lead towards ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 - @ZIGFinance
The real opportunity in onchain finance isn’t just bringing assets onchain.
At @ZIGFinance , it’s about designing products that more people can actually access.
Who a product can reach is decided by how it is designed, before anyone uses it.
That is how we approach what we bring onchain at ZIG Finance, including our work with @ZamanatDigital on Shariah-aligned private credit for GCC investors.
Tokenomics is easy to announce.
Designing a transparent mechanism is harder.
With ZIG 2.0, ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 acquisitions are linked to ZIG Markets revenue, with an onchain process for allocation and validator governance.
50% → Ecosystem Pool
50% → Validator vote on permanent retirement
Not an automatic burn. Not a guaranteed buyback.
Transparency you can verify.
A stablecoin vault is only as interesting as the strategy behind it.
Nawa brings Shariah-aligned yield vaults. ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 - @ZIGFinance connects the infrastructure, financial products and distribution behind them.
Through ZIG Markets, capital can flow into structured real-economy financing, including private credit and remittance financing.
Onchain vault shares. Transparent AUM tracking. Yield linked to underlying economic activity.
That’s stablecoin utility beyond trading.
Four partnerships in four days. Coincidence? Look closer.
@worldlibertyfi , @CoinstoreExc ,@FasanaraCapital and @GroveXchange each bring a different piece to the puzzle.
Stablecoin settlement. Distribution. Institutional private credit. Invoice financing.
Different players, one bigger picture: connecting real-world yield with platforms that have users and capital.
That’s where @ZIGFinance comes in.
The opportunity isn’t just in putting assets onchain. It’s in building the infrastructure that gets those assets distributed, generates revenue and can ultimately drive ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks.
Four partnerships. Four different roles. One direction.
The real story isn’t the deals. It’s what they could unlock for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 .
What happens when $3T of private credit meets onchain liquidity?
Right now it’s only 0.27% of the way there. Growth is already 627x, and the gap is 368x bigger than where we are.
That gap is the ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 -@ZIGFinance 👀
If we compare ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 ’s MCAP to its TVL 👀
🔹$78M market cap.
🔹$91M TVL.
That’s 116% TVL relative to market cap.
More value locked than the market is valuing the entire token at.
The market might be sleeping on this one.
🤖 Made with AI
A $4B stablecoin backed by @worldlibertyfi partnering with an $80M RWA token? 👀
That’s the interesting part of the @ZIGFinance × ethereum:0xda5e1988097297dcdc1f90d4dfe7909e847cbef6 story.
ZIG × WLFI also brought together 150+ allocators, asset managers and founders during TOKEN2049 Week in Singapore.
ZIG × USD1 could bring a whole new level of attention to RWA tokenization and onchain finance.
Distribution → TVL → Revenue → ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 buybacks
The real question is, what happens when a $4B stablecoin ecosystem meets an RWA platform with room to grow?
On 6 October in Singapore, we marked our partnership with @worldlibertyfi in a curated room of more than 150 allocators, asset managers and founders.
Our aim is to take USD1 into payment finance, a market that has sat inside banks and specialist funds.
The first product is already live: @ConcreteXYZ's USD1 vault allocates into the ZIG Markets PayFi strategy, financing real payment flows. More to come.
Physics has potential energy and kinetic energy.
RWAs have a similar dynamic:
Asset → Token → Liquidity → Capital → Yield
Tokenization unlocks the asset’s potential.
Liquidity and distribution turn that potential into capital velocity.
That’s where @ZIGFinance fits:
moving tokenized real-world value from onchain representation → actual capital deployment.
The asset is the potential.
Capital flow is the motion.
Everyone is watching ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 ’s market cap, but few are watching the revenue.
Here’s the crazy twist. You guys wanna know?
I don’t wanna name names, but some chains have $0 in chain revenue, while @ZIGFinance is using real revenue to buy ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 from the open market.
1st Buyback: 1.04M ZIG
2nd Buyback: 1.13M ZIG
3rd Buyback: 1.85M ZIG
4th Buyback is coming, maybe even bigger 👀
4.02M $ZIG acquired in just 3 cycles.
Revenue → Buybacks → ZIG demand.
Maybe a $5B MC isn’t that crazy after all.
Son günlerde bir çok ag kapanıyor.zamanında büyük şaşalarla arzıendam etmişlerdi.kimi attığı droplarla adından övgüyle söz ettirdi kimleride kullanıcılarda hayal kırıklığı yaratmıştı..
Şimdi elimizde bir tablomuz var.Paranın yönü...
Para nerdeyse güç ordadır...
Bu tablo kapanış listesi değil. Kapanmadan önceki röntgen.
TVL milyonlarda, 24 saatlik gelir sıfır, eksi ya da birkaç yüz dolar. Kırmızı yüzdeler günlük düşüş değil; token FDV’sinin zirveden erimesi. Zincir hâlâ blok basıyor, cüzdan açılıyor, explorer çalışıyor. Ama sequencer’ı, prover’ı ve güvenliği çeviren para yok. Buna zombie chain deniyor: teknik olarak açık, ekonomik olarak ölü.
Asıl kırılma teşvik bitince geldi. Airdrop ve puan için yığılan likidite, token dağıtılınca çıktı. Linea’nın TVL’si Mart’ta teşvik programıyla 1 milyar doları aştı, emisyon incelince 30 milyonun altına indi. Gelen sermaye ürünü sevdiği için değil, ödülü aldığı için duruyordu.
Gerçek kapanışlar da başladı.
Blast, 2 Ekim’de kapandığını duyurdu. Zirvede 2,27 milyar dolar TVL vardı, 32 milyona indi. Aylık gelir 3,5 milyon dolardan 1.793 dolara düştü. Ekip tek cümleyle özetledi: işletme maliyeti geliri aşıyor, sürdürülebilir yol yok. Arayüzden çekim 26 Ekim’e kadar. Sonrasında fon kaybolmuyor ama normal ekrandan çıkmıyor; Ethereum L1’deki bridge kontratıyla çekmek gerekiyor.
Abstract, 6 Ekim’de aynı kararı verdi. 15 Aralık’ta zincir kapanıyor. 400 binden fazla kullanıcı, 144 uygulama gelmişti; Pudgy Penguins’in arkasındaki Igloo iki yılda on milyonlarca dolar kaybettiğini açıkladı. Token basıp bunu kapatmayı da reddettiler. Talep yoksa token de çözüm değil. 15 Aralık’a kadar çekilmeyen fon erişilemez hale geliyor.
Aave de aynı hesabı yaptı. Sonic, Scroll, zkSync, Metis, Soneium ve Aptos’taki dağıtımlarını terk ediyor. Her biri çeyrekte 5.000 doların altında gelir üretiyordu. Oracle, risk ve likidasyon altyapısı bedava değil; yeni zincir için yıllık en az 2 milyon dolar gelir eşiği koydu.
Ayıran şey teknik değil. Base’in arkasında Coinbase’in dağıtımı var, Arbitrum ve Optimism’in derin DeFi’si var. Geri kalanı fee savaşında birbirini eritti. Dencun ucuz blob getirdi, aktivite artsa bile zincirin cebine kalan pay küçüldü. Tablodaki isimlerin çoğu henüz “kapandı” demedi. Lisk de aynı grupta: TVL ~132 bin dolar, 24 saat gelir 0, FDV zirveden ~%88 aşağıda. Soru artık “hangi teknoloji kazanır” değil. Bu zinciri ayakta tutan para ne zaman biter?
Peki kullanıcı ne yapacak?
Önce şunu ayır: token düşmesi ile zincirin kapanması aynı şey değil. FDV %90 erimiş bir coin hâlâ işlem görebilir. Asıl risk, zincirin kendisinin kapanması. O gün özel anahtarın durması yetmez. Fon karşı tarafa köprülenmediyse, explorer kapandığında o bakiye erişilemez hale gelir.
Blast’ta son tarih 26 Ekim. Abstract’ta 15 Aralık. İkisi de resmi kanaldan duyurdu. Başka bir zincir sessizce ölürse aynı senaryo tekrarlanır. Duyuru çıkmasını beklemek, çoğu zaman geç kalmak demek.
Bakılacak yer basit. 24 saatlik gelir haftalarca sıfıra yakınsa, TVL sadece teşvik döneminde şişip sonra boşaldıysa, ekip “pivot” deyip ürünü terk ettiyse, o zincirdeki bakiyeyi ana ağda ya da hâlâ işleyen bir L2’de tut. Köprüyü de projenin kendi sayfasından yap. Rastgele bir “migration” linki, kapanış haberinin üstüne binen en eski tuzaktır.
Token, kurtarma planı değildir. Abstract bunu açıkça söyledi: talep yoksa basılan token topluluğa hizmet etmez, sadece çıkışı geciktirir. Cüzdanda duran şey bir hikâye değil, bir bakiye. Hikâye bitince bakiyenin hâlâ bir adresi olmalı.
Kaynak ve kontrol
Blast duyurusu: teapawt.net/blast/status/210603280…
Abstract duyurusu: teapawt.net/AbstractChain/status/2…
Resmi çıkışlar: migrate.abs.xyz ve native-bridge.abs.xyz. İkincisinde yaklaşık 3 saat gecikme var. Ekip sahte site ve DM uyarısı koydu. Bu iki adres dışındaki “Abstract taşıma” linkine basma.
Aave’nin düşük gelirli pazarları terk etmesi: coindesk.com/tech/2026/07/30…
Tablodaki rakamlar için DefiLlama: defillama.com/chains
Gelir haftalarca sıfıra yakınsa ve TVL sadece teşvikle şişip boşaldıysa, bakiyeyi orada bekletme.
Kural basit. Duyuru resmi hesaptan gelecek. Köprü, projenin kendi yazdığı adresten yapılacak. Tarih geçtikten sonra “anahtarım duruyor” yetmez.
What if ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 was valued like xdce-crowd-sale:native ?
$ZIG → $81.8M TVL | $116M FDV
$XDC → $16.9M TVL | $1.24B FDV
$ZIG has ~4.8× more TVL, while XDC sits at ~10.7× the valuation.
At XDC’s $1.24B FDV, $ZIG would be around $0.50+.
The TVL is already there. The valuation hasn’t caught up.
