[8/6 RWA 시황] "써클 두둥등장" RWA/Stablecoin Ryan Yoon 1/ 써클: Arc 메인넷 9월 16일 공개, 블랙록·DTCC·비자 밸리데이터 참여 2/ 옐로우카드: 스탠다드차타드·소니로부터 4천만달러 투자 유치 3/ 한국은행: 자산토큰화반 신설, 국채 토큰화 실증 준비 착수 🐯 Ryan's Comment 다들 바랬던 써클의 Arc가 드디어 공개될 에정입니다. 로빈후드와 유사한 그림을 많은 분들이 예상할 것 같으며, 특히 밈코인에 관심이 우선적으로 몰리지 않을까 싶습니다. 다만 로빈후드의 경우 플랫폼 자체가 '밈주식'의 주역이었기에 밈코인까지 이어졌었고 Arc의 경우는 그런 속성이 없다보니, 과연 활성화 될 수 있을지가 미지수입니다. RWA 산업 흥행을 기원하는 저는 밈 유동성의 끝에는 RWA 프로젝트로 흘…

Channel
라이언의 RWA
@ryan_research
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
558subscribers
+2 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1002277120830 |
|---|---|
| Type | Channel |
| Username | @ryan_research |
| Created | Between 1 September 2024 and 31 March 2025— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 7 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 7 August 2026 |
| On Telegram | t.me/ryan_research |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 7 Aug 2026, 02:44 | 558 | +2 |
| 6 Aug 2026, 18:17 | 556 | no change |
| 6 Aug 2026, 04:24 | 556 | first reading |
Engagement
11 posts held, back to 5 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 33.5%
- avg views ÷ 558 subscribers
- Avg views / post
- 187
- 11 posts measured
- Reaction rate
- 1.22%
- reactions ÷ views · ER floor
- Posts in window
- 11
- of 11 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate. It is computed over the 2 of 11 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 6 August 2026 |
|---|---|
| Posts held | 11 (5 August 2026 – 6 August 2026) |
| Views total | 2,054 |
| Reactions total | 16 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Aug 2026, 18:17 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Reaction mix
16 reactions across 2 posts, in 4 distinct kinds. The most used accounts for 50.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 8 | 50.0% | |
| 👍 | 4 | 25.0% | |
| 👏 | 2 | 12.5% | |
| 😭 | 2 | 12.5% |
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 2 of the 11 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 16reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 11 most recent posts we hold, published 5 August 2026 to 6 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
Recent posts
아마 저만 재밌는 차트인데, X축 = 보유자 수익률 Y축 = 변동성 현재는 아직 바닥이 아니라는게, 제 2사분면으로 들어가서 변동폭이 더 크게 나오고 수익률은 더 떨어지는 상황이 되어야 한다는 뜻입니다. @ryan_research
🦁 모든 것에 반응하는 비트코인 전망 요약: 거시 경제 호재에도 비트코인은 횡보하며 사이클 바닥 구간을 형성 1/ 미 연준 금리 동결 및 경기선행지수 반등으로 증시 신고가 경신했으나 비트코인은 횡보 2/ Coldcard 지갑 키 생성 결함으로 594 BTC($3,800만) 탈취 발생 후, 1년 이상 휴면 물량 11만 9천 BTC가 즉각 이동 3/ 다행히 이동 물량의 90%가 신규 콜드월렛으로 재배치(1개월 미만 지갑 보유량 40% 증가)되고 거래소 유입은 10%에 불과하여 현물 가격 매도 압력으로 연결되지 않음. 4/ 과거의 공포 투매 대신 장기 박스권 정체로 수익 공급 비중 축소가 진행 5/ 판매자 소진 정수(Seller Exhaustion Constant)가 바닥 영역에 진입했으나, 과거 하락장 저점 대비 33% 상회하여 최종 …
🦁 살다살다 경기도 부도를 봅니다 • 지난해 한도의 99.6%에 달하는 9,430억 원의 지방채를 발행했고, 조례 개정을 통해 기금 5,588억 원을 전용 • 올해 상당수 사업 예산이 9개월분만 편성되어 있어, 당장 7,700억 원 규모의 감액 추경이 불가피한 상황 당분간 재개발·재건축 등 인프라 개발에 속도 붙긴 어렵겠네요. @ryan_research
😭2
🦁 시티 그룹, 디지털 자산 고객 솔루션 담당 이사(투자 부문) 채용 https://jobs.citi.com/job/london/digital-assets-client-solutions-director-investor-division/287/98588429360 @ryan_research
[8/5 RWA 시황] "규제는 항상 늦는다." RWA/Stablecoin Ryan Yoon 1/ 디나리: 미국 개인 투자자용 토큰화 주식 724종 개방 2/ 웰스파고: 올가을 기업용 토큰화 예금 서비스 출시 3/ 카미노(Kamino): 7.49% APY 기관용 상품 출시 🐯 Ryan's Comment 디나리의 토큰화 주식 거래 지원은 더이상 새롭지 않습니다. 제가 주식 토큰화 리포트를 처음 작성한 게 2025년 7월이니 1년이 지났습니다. 하지만 당시 내용은 규제와는 무관한 파생상품 위주의 토큰화 시장이었습니다. 디나리의 이번 상품은 실물 주식과 연동되는 구조로 규제 내 처리에 더 많은 시간이 걸렸을 것입니다. 규제 내에서 하면 늦습니다. 또한 정말 의미 있을지도 의문이구요. 과연 사람들이 실물 주식 연동에 신경 쓸까요? …
소설처럼 읽기 쉽게 썼습니다.
🤩 2036년, 10년 뒤 우리가 마주할 세상 🟠2026년 현재는 블록체인 기술로 세상을 바꾸지 못했습니다. 하지만 2036년에도 블록체인 기술은 세상에 큰 변화를 가지고 왔을까요? 🟠2036년의 블록체인 기술들을 여러 시나리오를 통해 알아보세요! 📌리포트 읽어보기 🐯 Follow Tiger Research Youtube | TG | X | LinkedIn
🦁 미너비니, 다시 매수 시작 $SPY 숏 포지션의 절반이 스톱아웃되었고, 오늘 아침 나머지 절반도 스톱아웃되었습니다. 오늘은 롱 포지션으로 몇 가지 종목을 추가했습니다. 이게 가짜 신호가 아니기를 바랍니다. 드디어 매매 가능한 반등이 올 수도 있겠지만, 9월로 접어들면서 강력한 계절적·순환적 역풍을 여전히 염두에 두고 있습니다. 특히 10년물 국채 수익률이 5%를 확실하게 상회할 경우 더욱 그렇습니다. 다행히도, 매수 가능한 위치에 있는 양질의 주식들이 여전히 있습니다. 따라서 당분간은 시장 흐름에 맞춰 유연하게 대응하겠습니다. 기술적 투자자이기에 단기 흐름 확인으로 좋은 포스팅입니다. 시장의 훈풍은 크립토에도 직접 영향입니다. @ryan_research
오늘 첫 포스팅이 채널 개설 후 2,000번째 포스팅이었습니다. 지금까지 550명 가량이 와주셨는데, 대략 4개 쓰면 1명이 들어온다고 생각하오 있습니다. 크게 숫자를 신경쓰진 않지만, 내심 1,000명은 있으면 좋겠다는 마음이 있습니다. KBW까지 달성해보는 것을 목표로 하니, 앞으로 약 500명. 2000개의 좋은 내용들 더 전달드리겠습니다! 잘 부탁드립니다. 오후도 다들 파이팅입니다.
❤8👍4👏2
🟢 [한은, 자산토큰화 전담반 신설](https://www.edaily.co.kr/News/Read?newsId=02105766645544368&mediaCodeNo=257) | 규제·정책·발표 한국은행이 디지털화폐실 산하에 자산토큰화반을 신설했다. 이는 중앙은행 디지털화폐와 국채 토큰화 실증 시범사업을 위한 조직으로, 미래 금융 인프라 설계에 본격 착수하는 의미가 있다.
Showing the 11 most recent of 11 posts we hold for @ryan_research. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Citation-graph rank
Citation-graph rank — 4,164 of 1,151,006entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 7 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 7 August 2026 — this entry's latest reading, not the date you are reading this.
“라이언의 RWA” (@ryan_research), 558 subscribers as measured 7 August 2026. Telegram Register, tgregister.com/channel/ryan_research.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.