Ryan Nguyen 155

Layer 1 Blockchains Generating REAL Revenue (Jan 2026)

Forget narratives. Here's actual revenue generated in January:

$SOL : $245M
$TRX : $160M
$ETH: $89M
$BNB: $62M
$TON: $41M
$SUI: $28M
$AVAX: $22M
$INJ: $19M
$APT: $15M
$NEAR : $12M

$SOL absolutely DOMINATING L1 revenue at $245M, more than ETH and BNB combined.

$TRX quietly crushing it at $160M (nearly $1B in 2025 revenue, current daily fees ~$5.3M).

Follow the revenue, not the narratives.

🚨 CLARITY ACT TALKS: NO DEAL
BUT PRESSURE INCREASES

Today’s White House meeting ended without a final agreement on stablecoin yield.

But this wasn’t a failure.
It was a forcing function.

What changed:
🔹 Banks and crypto stayed engaged
🔹 Technical details narrowed
🔹 Negotiations continue behind closed doors

What didn’t change:
🔹 Stablecoin yield remains the choke point

No breakout headline yet.
But the White House doesn’t run repeat sessions unless progress is real.

This is still moving.

$BTC $ETH

🚨 China's US Treasury holdings have reached their lowest level since the 2008 Financial Crisis.

Big crash incoming.
$ETH $POL $VET

🇺🇸 JUST IN: COINBASE CEO SOUNDS THE ALARM

BANKS ARE ALLEGEDLY PUSHING TO SHUT DOWN CRYPTO COMPETITION THROUGH NEW MARKET STRUCTURE LAWS 👀

“CRYPTO FIRMS DESERVE THE SAME RIGHTS AS BANKS — INCLUDING OFFERING LOANS.”

TRADITIONAL FINANCE IS FIGHTING TO PROTECT ITS MONOPOLY WHILE STIFLING INNOVATION.

THE BATTLE BETWEEN BANKS AND CRYPTO IS HEATING UP. 🚨
$XRP $POL $VET

RWA altcoin holder counts:

$ONDO ➢ 181,400+ holders
$INJ ➢ 100,000+ holders
$PROPS ➢ 60,000+ holders
$DUSK ➢ 33,000 holders
$RIO ➢ 31,700 holders
$CPOOL ➢ 23,560 holders
$BOSON ➢ 13,000 holders
$PROPC ➢ 11,230 holders
$BKN ➢ 9,270 holders
$CARR ➢ 9,000 holders
$WELF ➢ 4,000 holders

🔥 Vitalik Buterin warns that the DeFi ecosystem on Ethereum is overly dependent on centralized stablecoins like USDC, creating a “single point of failure” risk. Vitalik criticizes “USDC yield” products for chasing profits without delivering genuine decentralized risk management.

Vitalik supports alternative models such as ETH-collateralized stablecoins or highly collateralized, diversified real-world asset stablecoins. He cites Aave as an example, where billions of USDC dominate lending activity, to illustrate the current problem.

Vitalik’s message is that DeFi needs to reduce reliance on centralized entities and build a more autonomous, sustainable system in the long term.
$ETH $AAVE

🇺🇸 U.S DEPARTMENT OF TREASURY JUST SHIFTED POLICY ON RWAs

"Crypto is not a threat to the dollar..... Digital assets are one of the most important phenomena in the world right now" - Treasury Sec Bessent

US government fully embracing digital assets 🚀
$POL $1MBABYDOGE $SOL

Technical Strengths of L1s

The edge of every L1 in one slide:

$SUI parallelism
$SOL throughput
$AVAX subnets
$ETH smart contracts
$BTC security
$BNB low fees
$ADA formal proofs
$XMR privacy
$SEI parallel execution.

Which is your favorite?

🚨 CHINA JUST OFFICIALLY BANNED CRYPTO!

Over $1 TRILLION liquidity will be withdrawn.

This is not a joke anymore:

- No recognition of crypto as “money.”
- ALL crypto-related business is financial CRIME.
- Ban on foreign crypto services operating inside China.

If you hold any crypto, you MUST read this post now:

Starting from tomorrow, China will BAN CRYPTO.

No spot trading.
No futures trading.
No funds or ETFs.
No crypto adoption anymore.

This was one of the biggest crypto markets.

Around 30% of liquidity was coming from China and its traders.

NOW IT'S GONE.

And this is just the beginning...

Now BIG MONEY, who was officially registered on the territory of China, will be forced to liquidate their crypto assets.

It's over $400 BILLION in different crypto assets:

- All positions will be forced to close.
- Funds and exchanges MUST liquidate their holdings in a few weeks. Otherwise, it will be threatened with financial crime.
- Stablecoins will be converted into fiat. This will withdraw a lot of liquidity back from the market.

THIS IS NOT GOOD AT ALL.

The worst thing is still coming.

Shanghai leads all of Asia. The rest follows.

If they just started banning crypto, other countries may follow very soon...

And now trust is cracking.

While crypto is dumping, trust is going down, and people don't want to park their money in it.

I have been studying macro for over 10 years and called almost every major dump.

Follow me, and I will notify you before another dump starts.

Many people will regret not following me earlier...
$XRP $POL $VET

ISO 20022 = the new financial system.

$XRP $XLM $XDC $ALGO $QNT $SHX $IOTA $HBAR

These coins will lead the way

All banks and financial institutions will pour this market

Almost here

ONDO Finance has SEC approval to tokenize pre-IPO equity in SpaceX, OpenAI, Databricks, and Anthropic.

Most people think RWAs are boring treasury bills. ONDO is giving access to unicorn companies before retail gets near the IPO.

This is what mature crypto infrastructure looks like. $ONDO

Our Top 10 #Altcoins Watchlist For Next Week 🔥🚀

1. Solana ( $SOL ): $100
2. Pippin ( $PIPPIN ): $0.3636
3. Hyperliquid ( $HYPE ): $45
4. Pepe ( $PEPE): $0.0000048932
5. MYX Finance ( $MYX): $12
6. The White Whale ( $WHITEWHALE): $0.3507
7. Qubic ( $QUBIC): $0.0000007689
8. Manyu ( $MANYU): $0.00000001849
9. Ocicat ( $OCICAT): $0.000000012304
10. Crepe ( $CREPE): $0.00002860

Is it related to Epstein?
$BTC $XRP

$BTC $52k

$ETH $1k4

$SOL $48

$BTC is weak.
Altcoins are weak.
The entire market is weak.
Something big is coming. Something REALLY big.
What if I tell you that the biggest part of the crash is yet to come ?

💥BREAKING:

Vitalik says: We don’t need Ethereum copycats. Build something that actually adds value.
$ETH

Welcome $ETH $1k4

Be patient.

$BTC and altcoins are going lower.

So much lower.

Please take care your money. Take care it.

$BNB

Let me be honest with you.

This crash is not a simple crash.

This is not just a Bear Market.

We are probably watching the end of cryptos, and the biggest crash in History on stocks.

BINANCE HAS NOW LOST $56 BILLION FROM ITS RESERVES

Be ready.
$BNB

🚨 VITALIK: We don’t need more copypasta EVM chains, and we definitely don’t need even more L1s.
$ETH