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Blog iconSuni Onchain | 链习
Feb 16

The Scale Trap: Why Stablecoin Market Cap is a Misleading Metric

Whenever the media covers stablecoins, the headlines almost always follow the same script: “Stablecoin market cap hits new all-time high, surpassing $XXX billion.” Within the industry, we’ve fallen into the same trap, treating TVL (Total Value Locked) as the gold standard for ecosystem health. The numbers sound massive, don't they? It creates an illusion that “more money = a more prosperous ecosystem.” But if you’ve ever worked in payments or traditional finance, that framing feels off. In an...

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Will the Spring of RWA Finally Arrive? An Interpretation of the CSRC’s New Regulatory Guidelines

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If We Can’t Solve This Problem, Tokenization Is Just Empty Talk

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RWA Depegging: What Should We Really Worry About?

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Why Are Financial Institutions Starting to Take RWA Seriously?

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A Simple Framework for Understanding RWA’s Underlying Architecture

Suni Onchain | 链习

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Suni

Exploring how finance is being rewired—written from the perspective of a former banker & journalist

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