Today I saw a presentation where someone showed a big holder's position, and I was stunned. Isn't this the password in plain sight?
I've been researching the #RWA track lately, paying special attention to @falconfinance ($FF). If 2025 is the explosive year for synthetic dollars and RWA, then Falcon being included in the investment portfolio by a big holder, along with securing 20 million USD in financing, where #WLFI (Trump family background) invested 10 million, is definitely not a coincidence. Instead, it is BSC playing a big game about 'liquidity hegemony'! 🧐
Let's talk about what #Falcon is really for. Imagine we have #BTC, #ETH, or even RWA-type government bond assets. Since the BTC price is too low right now, I want to 'make money' but don't want to sell my coins. What should I do? The core of Falcon is to solve this pain point. It turns these high liquidity assets into 'universal collateral', and then it mints a synthetic dollar for us. This dollar can not only peg to real dollars at a 1:1 ratio, but it can also automatically earn interest, which means while we are collateralizing assets, our wallet can also 'lay golden eggs'.
Essentially, Falcon aims to turn everything in the world that can generate cash flow into programmable "yield-generating dollars" on-chain. It essentially connects the "asset islands," allowing our assets to double in efficiency without selling.
The recent portfolio reveal of the top influencer is fundamentally a "confirmation of the official narrative position." In the crypto space, the "portfolio combinations" or watchlists of big names represent the highest level of wealth codes. He Yi, as one of the leaders of Binance, represents the official aesthetic and strategic direction of BNB Chain in her project selection. The appearance of $FF in her investment portfolio sends a signal stronger than any KOL's call. It implies three key elements:
1️⃣ Resource Allocation: The BSC official team is treating Falcon as a "stablecoin infrastructure" for support. In 2025, BSC announced the "One BNB" strategy, aiming to unify the entire ecosystem, with stablecoins + RWA being the key hub that connects on-chain and off-chain.
2️⃣ Narrative Positioning: In the last round on BSC, the "Meme Coin + Low Gas" strategy gained traction, but it lacks deep financial infrastructure. Falcon fills this gap, focusing not on memes but on being a "factory for on-chain dollars," which is precisely what institutions and long-term capital value the most.
3️⃣ Public Chain Positioning: BNB Chain needs a "liquidity engine" like Ethena on Ethereum. Falcon happens to fill this role, and its appetite is larger, targeting not just crypto assets but also RWA. It is easy to imagine its future traffic position in the entire BSC ecosystem.
Finally, #RWA is a key potential track for 2026, possessing a sufficiently deep moat. The $10 million investment (total financing of $20 million) in #WLFI is not focused on Falcon's technology, but rather its ability to seamlessly integrate Trump-affiliated #USD1 stablecoins, U.S. Treasury bonds, and other RWA assets on-chain, which will become a significant advantage for #Falcon. Consider this: when the market crashes, Falcon is backed by real-world cash flows. When the market is euphoric, it can amplify returns using on-chain efficiency. This "combination of virtual and real" structure often better navigates bull and bear cycles.
Lastly, let me speak from the heart: At the beginning of 2026, the market is as cold as an ice cellar, but the colder it gets, the more we need to focus on "infrastructure-type projects." Meme coins can make you rich overnight, but they can also lead you to zero overnight. However, projects like Falcon, which focus on solid infrastructure, may grow slowly but can keep you warm during a bear market, which is more precious than anything for us seasoned investors pursuing stability! 🧐
