Trump's recent remarks have once again triggered market volatility, with gold declining and Bitcoin pulling back from around 89,000. These movements reflect subtle shifts among large capital players. Wall Street institutional investors are gradually withdrawing from Bitcoin arbitrage opportunities, for a simple reason — profit margins have been squeezed thin. Where is this capital flowing to? The answer is towards opportunities with stronger underlying cash flow.

While players leveraging leverage to chase gains and sell off during short-term fluctuations are still nervous, true long-term strategists have already shifted their focus to the core tracks of decentralized finance. They are no longer obsessed with minor price swings but are seeking "hard asset" opportunities that can generate sustainable returns.

For example, many DeFi projects are currently doing a very practical thing — providing continuous and reliable yield solutions for users' stablecoin assets. Take lisUSD as an example, a decentralized stablecoin generated through an over-collateralization mechanism. Users can lock in mainstream assets like BNB as collateral, borrow out lisUSD, and then deposit it into protocols to earn interest.

The brilliance of this model lies in a few points: the yield comes from genuine lending demand, not tokens printed out of thin air. Even if the market is in a sideways trend, as long as active lending activities exist on-chain, yields can be generated continuously, much more stable than relying solely on price fluctuations. At the same time, the collateralization mechanism isolates risks, allowing users to manage their main assets and earnings separately. In the current market environment, this logic is indeed more worth deep research than pure speculative play.