The Weekly Bull-etin: No. 18

Welcome to Mu Digital's Weekly Bull-etin! We are bringing you the latest news and insights into real world assets ("RWA"), tokenization, stablecoins and yield products in the Web3 and Decentralized Finance ("DeFi") industry. Follow us to keep updated!

Mu-sings from the Editor

Gm,

This week has been groundbreaking for the cryptocurrency world as Bitcoin surged past the $100,000 mark for the first time. The rally was fueled by President-elect Donald Trump's announcement that he intends to nominate cryptocurrency advocate Paul Atkins to chair the Securities and Exchange Commission (SEC). This move is seen as additional proof that Trump is serious about his promise to make the US the "crypto capital of the planet".

In addition to Bitcoin's historic rise, venture capital firm Andreessen Horowitz (a16z) released its 2025 crypto trends report. The report highlights the growing importance of tokenization of assets, predicting it will be a major trend in the coming year. This includes the tokenization of government bonds and unconventional assets, which could revolutionize the financial landscape.

Until next time,

LA Yepez

What’s Mu?

1️⃣ Bitcoin breaks $US100,000 for the first time, pumped by Trump

2️⃣ a16z’s 2025 crypto trends: Decentralized chatbots, gov’t bonds onchain

3️⃣ El Salvador’s digital asset issuer raises $30M via US Treasury offering

4️⃣ Standard Chartered's Libeara to launch tokenized money market fund on Ethereum

5️⃣ XRP Replaces Tether as the 3rd Largest Cryptocurrency; BTC Faces $384M Sell Wall

Charts of the Week

Onchain Yield Alternatives

AAVE yields soared to 15% following months of rebuilding efforts, driven by increased borrowing and collateral growth during the bull market. Aave now secures over $20 billion in liquidity. Meanwhile, yields on US Treasuries, Delta neutral positions, and DAI have remained steady. In this market, native onchain yield alternatives offer higher yield opportunities than US treasuries.

DeFi TVL Trends

DeFi Total Value Locked (TVL) has risen by 11% to reach US$171 billion, marking the fifth consecutive week of growth and setting a new record for 2024. Growth was observed across all protocols, including Real-World Assets (RWAs).

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