Velo Protocol: When TradFi old money meets Crypto Alpha GM anons, today we are going to talk about a project that could make you rethink the Asian crypto narrative. In the current market environment filled with countless forks and copy-paste projects, opportunities for truly structured alpha are becoming increasingly scarce. From the Memecoin supercycle to the AI Agent asset issuance frenzy to the stablecoin/RWA summer, the differences between crypto Degen and the new generation of the Z era are chasing the same narrative, and the differences in money strategies are accelerating and converging. So much so that few people in the market are paying attention to the technological paradigm revolution and business paradigm shift that is taking place. Velo is one such alpha that has been mispriced by Vibe in this market now. Of course, this is not because it has any revolutionary technological paradigm innovation, but because it represents a new Crypto business model gameplay: a real old money serious Crypto play. 1⃣Velo's core investment logic: what ™ is called "winning at the starting line" Let's talk about the conclusion first: We are at a critical turning point in the development of Crypto. In previous cycles 🔁, the main theme was "decentralized revolution subverts traditional finance", but now the narrative has quietly become "traditional finance and Crypto go both ways". And Velo is a textbook case for this new narrative: ❌ Not another DeFi fork, but a Crypto Avatar of traditional capital ❌ Not against the existing system, but building seamless bridges ❌ It is not a grassroots movement, but a top-down strategic deployment So, how hard is the Velo background (the point is)? Let's go straight to the dry goods. CP Group, the CP Group behind Velo, is the owner behind 20,000+ 7-Eleven in Asia, the iron buddy of the Thai royal family (what does this mean in Southeast Asia, you will naturally understand), and a diversified business empire of tens of billions of dollars. Translate: Velo has 99.9% of what crypto projects dream of but never get – real-world distribution channels and regulatory moats. While other projects were writing code in the garage, the Velo team mapped the map in the boardroom. Imagine this: when you are still worried about how to get the first user, people are already sitting in a conference room with a financial map of the entire Southeast Asia on the table, discussing "which banks, payment companies, and exchanges we will integrate first". 2⃣Velo's product ecosystem deconstruction: not just another DeFi aggregator Universe hybrid perpetual DEX Universe is a multi-chain perpetual contract protocol across NovaChain, BSC, and Solana. Recently, Universe has been deeply integrated with Bitget Wallet, allowing users to directly open Bitget Wallet and open orders on Universe without gas. This is similar to the cooperation between Hyperliquid and Phantom wallet. Although Bitget Wallet is one level lower than Phantom Wallet, it has a large user base in Asia, providing Velo with direct access to millions of accurate users. PayFAI Settlement Layer: AI-powered financial infrastructure The PayFAI settlement layer is the core innovation of the Velo ecosystem in this cycle, it is not just another simple payment medium token, but an AI-driven cross-border settlement infrastructure. The system supports foreign exchange transactions, merchant payments, and enables seamless integration of TradFi to PayFAI. NovaChain: EVM-compatible settlement layer As the underlying blockchain of the Velo ecosystem, NovaChain does not aim to be an "Ethereum killer" but focuses on serving the role of a bridge between TradFi and DeFi. Its EVM compatibility ensures seamless connectivity with existing DeFi ecosystems. RWA and stablecoin aggregation Velo's layout in the RWA (Real World Assets) field is also worth paying attention to. With products like PLG Gold, users can access real-world assets like gold as well as institutional-grade liquidity directly on-chain. This tokenization of real assets provides a friendly entry point for traditional investors into the Crypto market. 3⃣ When a consortium-level player decides to build a Web3 empire in earnest Others are building products, Velo is building empires. Velo's gameplay is completely different from one dimension: --Deeply bound with Bitazza - is not a simple technical docking, but a joint rule of the wallet ecosystem. As one of the largest digital asset platforms in Thailand, Bitazza is equivalent to Velo directly gaining the first entry point for crypto users in Thailand. --Integration with Lightnet protocol-level - The key word here is "protocol-level". It is not API calls, not simple cooperation, but deep integration of the underlying architecture. Lightnet itself is a cross-border settlement network for CP investment, which means that Velo is born with the gene for cross-border payments. Seamless Integration of Traditional Banks + DeFi - While other projects are still thinking about how to "subvert" banks, Velo is already "co-building" the new CeDeFi financial infrastructure with banks. The power of this approach lies in: ❌ Ordinary projects: first make products → find users→ seek cooperation → and other regulatory approvals ✅ Velo model: relationship first, → before making products→ users come with their own → and supervision-friendly The result: while others are still struggling with cold starts, Velo already has ready-made distribution channels, a ready-made user base, ready-made regulatory relationships, and ready-made business scenarios. Velo's ambition in this era of comprehensive technological acceleration is to build a one-stop new paradigm financial platform from 0 to 1 that covers all financial needs of users from payment, settlement, wallet, transaction to asset management with a geographical monopoly (Thailand and even Southeast Asia). It doesn't want to add a new piece to the existing financial business puzzle, but to become the core hub that connects the puzzles. Above.