Day of 2026-01-23: Gravity Well "$ACE"
"Buying the RWA Blood"
The ecosystem is witnessing a fascinating liquidity vacuum. $ACE has reached went to $0.91 as presale floor, and as it transitions into Stage 2 (Staking), it is pulling the "oxygen" (buy pressure) out of the rooms. This has created a paradoxical emptied out the sRWA. Even as their underlying value remains robust, their price in $HIVE is dipping below pre-sale levels, a classic "blood in the streets" opportunity for the patient accumulator. If you use $FIAT terms, it even cheaper, will the yield kept it's value if you choose $HBD. Point being, is, IT's versatile.
Portfolio Standings 23rd Januar '26
Asset | Quantity | Value ($HIVE) | 48h Trend |
|---|---|---|---|
$TTSLA | 55.484 | 1627.78 | +0.015 (Qty) |
$TNVDA | 77.148 | 1186.44 | +0.229 (Qty) |
$DAB | 1280.725 | 1074.16 | Steady |
$MATIC | 43.272 | 840.01 | Steady |
$TGLD | 21.970 | 606.57 | Steady |
$SURGE | 201.366 | 319.40 | -2.112 (Qty) |
$BBH | 182046.80 | 204.53 | -1,250.41 (Qty) |
$BBHO | 38231.95 | 193.01 | -142.59 (Qty) |
$ACE | 18.000 | 165.77 | +0.127 (Qty) |
Market Dynamics & Volume Shifts
The volume leaderboard tells a story of a "Sector Rotation." While the attention is on $ACE, the trading activity has exploded in the RWA sector.
Massive dominance by $TNVDA. This confirms your observation: as buy pressure falls, the "arbitrage" or "panic" volume is flowing through.
$SURGE remains as the secondary liquidity pillar.
Strategy Audit
RWAs arbitrage feels godo on paper; while some started to trade below pre-sale HIVE value, effectively buying a 1:xasset at roughly a 33% discount to its historical HIVE peg. Also exited over 1,250 $BBH, with that capital likely redirected to increasing $BTC position or to prepare for upcoming $ACE staking requirements.
- The $BBH distribution: The trimming off of 1.25k$BBH, will go either in $BTC or prepping for the $ACE staking requirements. Any case, it'll be a tall order.
Note on $ACE: Reaching the $0.91 floor is a major psychological milestone. If Stage 2 staking yields are aggressive, expect that 0.13% volume to skyrocket as the "wait-and-see" crowd rushes back in.