RWA

juanpabloabadia

Porque no lo has implementado en industria RWA no es solo ofrecer crea un piloto llévalo a producción y TRL 9 para que puedas decir que no tiene ninguna utilidad solo con argumentos de bot IA que solo critican una tecnología que será en futuro del almacenamiento

uncirculated_luster

I still have confidence in ETH. We are headed towards 24/7 markets with RWA (real world assets) and tokenized everything. Now this has been in the works for literally years, but it is happening. ETH is still positioned to do the heavy lifting in the RWA space.

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Post is by: OkRaisin5389 and the url/text [ ](https://goo.gl/GP6ppk)is: https://vaultstreet.com The basic idea is pretty simple: Take a basket of institutional-grade RWA opportunities, combine them with market-neutral strategies, then use controlled leverage to increase the overall return. Sounds good on paper. But I’d be much more interested in hearing from people who understand the risks behind this type of structure. For example, CARRY can use lending markets such as Morpho and Aave where appropriate, with the leverage engine adjusting exposure based on liquidity, borrowing costs and collateral conditions. That’s a very different proposition from simply holding a tokenized Treasury. There is also a liquidity component because many RWAs can’t be redeemed as quickly as normal DeFi assets. So there are quite a few moving parts here. If you’re researching institutional RWA products, I’d suggest reading the article and then digging into the underlying assets and redemption mechanics. Personally, that’s what I’d want to understand before touching something like this. Would you trust a managed leveraged RWA strategy, or would you rather keep leverage completely out of the equation? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Cacheless_Carl

the world economic forum talked about RWA's becoming huge, def pay attention to it

longReshape40

Take a look at what had the best 1 month gains on CMC. Those will likely gain momentum once BTC crosses 100k again. Many former coins or projects have lagged behind despite some recent gains. The AI niche, such as FET, TAO, etc will see some love just like RWA as others have mentioned

Main_Elevator3837

Buddy, if you're not going all in on RWA Tokenization then IDK what to tell you. The writing is on the wall in BIG bold letters.

SuleyGul

This is a bad take. This time around there is actual protocols with significant revenue generations and RWA applications that are set to do extremely well this cycle. Projects like HYPE, PUMP, AAVE, UNI, ASTER, SKY, LINK to name a few. IMO this is the cycle where crypto is maturing from memes to actual real world utility and revenue generation. I don't expect a broad based alt season but projects with actual utilityz revenues and adoption to significantly outperform.

The-great-phoenix

We have few major catalyst that will play in favor of a rally and here they are 1/ tokenization of RWA: this will benefit to all utility coins of crypto market 2/ devaluation of USD currency thanks to money printing so crypto coin price will get artificial boost/ bump 3/ unsustainable level of high interest rates, once inflation cool down the government will need to stimulate spending on the consumer side 4/ clarity act: will be done at some point one day, and in between a status will be decided by CFTC and SEC to make more and more crypto project compliant is the US zone, triggering more volumes

thepickletony

SOL and LINK would probably be my strongest holds from that list. I like SUI and PYTH too, but I'd personally add some BTC/ETH as the boring core and maybe ONDO for RWA exposure. I'd probably trim CRO before adding another L1 since you're already pretty heavy there. Category-wise I'm watching RWA, oracles/data and AI/compute the most. I keep most of this kind of mixed bag in Tangem too, mainly because once you're holding across this many ecosystems having it in one place becomes pretty useful. Also 90% guarantee is brave 😂 nothing in crypto gets that percentage from me.

Accurate_Salt2613

IXS has better tokenomics, also they're in RWA and agentic trading too...all the ingredients to pull off a mythical glory run

Zaytion_

Faster than the legacy financial system. T+2 is atrocious compared to crypto. That's why RWA tokenization is the current new hotness. Will unlock tons of boring business cases for new ideas.

Dependent_Swimming81

Blockchains are more expensive than existing solutions for companies. And also, modern banks move money around instantly, also 24/7. In the EU at least. ==> yes SWIFT does it but obviously make alot of money out of it and lots of smaller players are cut out ... data proves you wrong RWA/Stablecoin usage is growing to cut out expensive middlemen and give access to smaller players and prevent monopolies [https://app.rwa.xyz/](https://app.rwa.xyz/) ==> see real metrics for yourself

GueRakun

So you totally missed the whole tokenized RWA happening rn? 😆😝 Check Clearing House choosing QNT as tech provider to do the clearing in stablecoin. Clearing House clears $2T a day. https://www.theclearinghouse.org/payment-systems/Articles/2026/09/The-Clearing-House-Partners-with-Quant-to-Advance-the--On-Chain-Money-Initiative Base, Robinhood, SOL .. they all have tokenized Real World Asset and soon all real world assets are tradeable on-chain. Still sidelined anon?

copadribbler1994

Blockchains are more expensive than existing solutions for companies. And also, modern banks move money around instantly, also 24/7. In the EU at least. Supply chain: where are the users? It is just a very quirky solution for a problem that does not really exist. Supply chains are working fine without blockchain. Stablecoins have really no huge place in a world where instant bank transfers exist. RWA => Still need company to hold real asset. If token sent to 0x00dead, property is gone. I do not know how I have been looking at this through a 9-5 jobber. If it was a business usecase, where is the line of the big logistics companies trying to get their hands on blockchain tech? I think you have to stop looking at the topic out of the believe-vitalik-perspective

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Post is by: Former-Telephone5362 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wvew8s/what_would_make_you_trust_an_onchain_investment/ We’re exploring how valuable physical art could work as an on-chain real-world asset But putting an asset on-chain doesn’t automatically make it trustworthy There are questions around the underlying asset, ownership, and valuation So I’m curious: If you were considering investing in an on-chain RWA, what would you need to see before putting your money into it? What matters most to you: The asset itself, the smart contract, the team behind it, or something else? Would love to hear different perspectives! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Slav3k1

Polymesh network is positioned very well for the RWA race. This network is made solely for this purpose, it has RWA primitives baked in its DNA. Now their for-profit organization Polymath is going public on Nasdaq through a planned acquisition by [TruGolf Holdings](https://www.newswire.ca/news-releases/trugolf-to-acquire-polymath-research-inc-bringing-tokenization-innovator-to-the-public-markets-on-nasdaq-888058533.html) (NASDAQ: TRUG).

BakingBreadBB2

Yeah, they are doing a lot of work in RWA but news about the whole sector don't get highlighted as much because they sound boring, That's my guess at least.

Kenesson-Ongute

Stellar is in fourth place? I had no idea they were even competing in the RWA space tbh

Onemoretimego1

Is it just me or is ETH losing ground in the RWA space? I expected their share to be a bit higher at least.

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Post is by: BakingBreadBB2 and the url/text [ ](https://goo.gl/GP6ppk)is: https://finbold.com/guide/which-blockchain-are-institutions-choosing-for-tokenized-assets/ *Tokenized real-world assets crossed $37 billion this year, spread across more than 38 networks, according to RWA.xyz. Ethereum holds a little under half of that total. Solana and Stellar sit further back, each in the low single-digit billions. For scale,* [*Finbold reported the same market at close to $8 billion in 2024*](https://finbold.com/tokenized-real-world-assets-nears-8-billion-in-value-as-demand-grows/)*.* *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

AbaconflavouredD

Not many RWA platforms have actual physical backing and a regulated structure.Most are either synthetic or lack independent reserve audits. In the tokenized gold segment, streamex stands out. They have an SPV physical custody and a leasing mechanism. This doesn't mean there are no risky but the structure looks more transparent than most alternatives

Longjumping_Law_9712

people here saying altcoin season is dead, now look what will happen on NEAR and Injective once thier ETF got approved. also the recent Quant token surges to 300% in just 3 days after selected by CLEARING HOUSE to power its on-Chain Money Initiative, a network designed to let financial institutions clear and settle tokenized deposits. not all altcoin you hold skyrocket some of them will slowy die. and the recent meta for the upcoming bullrun is RWA, payments, AI

Calm-Neighborhood-43

I mean did you read what I wrote? Feel like I explained it . Alts give a higher return... Pick something in the top 100 or 150 that is to do with ai or RWA tokenisation and if we get another bull market then it will give you good returns. I wouldn't personally hold anything too long . Don't be fooled by the fundamentals or narratives into holding forever. Don't join any telegram fan groups . Set a reasonable target to take profits and then get out when the market is hot and people start talking about a supercycle. The risk reward from here is good.

Corey_Blake

The real question is which blockchain actually requires the token to service the RWA on it? If the asset settles fine without the token, you're buying a brand not a business.

Bluejumprabbit

Tokenized treasuries are already the biggest slice of onchain RWA, led by BlackRock BUIDL and Ondo. Private credit through Maple and Centrifuge holds the other real chunk of TVL, most of the RWA token narratives you read have. Other things are derivatives with Hyperliquid and Pendle giving additional value to tokenization

CamgirlMarguerite

I was reading a little about this but The RWA tokens that survive will be the ones where you can actually verify the underlying asset exists and is improving, not just tokens with a real-world narrative slapped on top. imo the projects worth watching are the ones publishing proof their physical assets are measurable and accountable, because that is what separates a legitimate RWA from a greenwashed story token. I’m always looking to invest in new projects, what projects are currently on your watchlist or looking at?

TheVeloRebel

I would defo start with the gateway drug of BTC LOL BUT Having said that, if you're new, you haven't made your choices yet, old projects are evolving, new projects are evolving. I'd suggest looking into other narratives like Institutional connections, RWA (Real World Assets), Quantum Resistant projects and the other narratives like "Crypto Agility" that align with blockchains that are able to adapt over time to new protocols. Most Blockchains arent very flexible and need generations to change to the new threats, this will be a future issue IMO. Be careful with most crypto and spread risk. Perhaps try LLM's to search for these narratives to get a rather simplistic and sterile answer that's not too emotional? Look for common knowledge bytes/answers of information. Ask them to list top 5 etc and do the research. Be carfeful out there. It's very easy to be swayed by slick talkers who own projects and influencers looking for liquidity lol I own a few from the narrative of Crypto Agility, some from RWA and a few of the main staples like BTC and Eth. Learn about the tech and their history. Visit their socials and Reddits.

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Post is by: Opposite_Reflection5 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wngb6q/the_golden_ultra_underground_alt/ I made an analysis of all the alt with weakass marketcap, forgotten and with strong fundamentals. Winner : Celo, remember this name. Perfect position for futur RWA activites, huge partnership and already a lot of people using it daily. Eazy money in perspective. This is a great gift (still a bet, do not be delu) im giving you. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Frequent_Chemical269

Yeah, RWA is one of the areas I’ve been getting more curious about too. It feels like one of the few crypto narratives that has a pretty clear connection to real-world use. You seem to follow this space pretty closely - are you involved in web3/tech professionally, or mostly researching and investing on your own?

Vydrah

I think there is a good chance that the next major catalyst is everything which is related to RWA’s. I would take a look again at things like Securitize, aave, Morpho, ondo, chainlink (as always) and so on maybe also avalanche, there are plenty of opportunities right now.

Dr-Mumm-Rah

They have been focusing on things that most companies and the financial world would want, including tokenization of RWA and private control of their own blockchain L1s/Subnets. The tokenomics are a bit wonky, but that is fixable. Hope this one roars back to life, because the undervalued potential is there.

synthwave_man

With $1k you need to take a higher risk, to get to $10k first, and from there it will be easier to get to the next target: $100k I was in the same position in 2018. Choose one low cap altcoin that has a high chance of giving you a 10x, and go all in. My top picks for a 10x at the moment would be: - Anyone Protocol (already up 5x over the last few weeks, so perhaps wait for a little dip) - DEXTF (RWA project that has a real partnership with Deutsche Bank)

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Post is by: _Sauravx and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wh9lj7/what_would_a_lending_protocol_need_to_do/ I've been trying to understand this. The infrastructure for crypto-collateralized lending already exists. So if someone wanted to build: stablecoin liquidity - real-world borrower - gold/RWA collateral- local currency what would they actually need that Aave/Compound don't provide? Seems like the biggest challenge would be the off-chain part rather than the DeFi part. Curious if anyone has looked seriously into this. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: Still-Energy-833 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wdzyp4/stablecoin_season/ I think the one thing that most people have missed in the crypto cycle is the stablecoin season. I know we have never had one before, and most of us don't really care about stablecoins as an investment because they are just a utility or convenience with some gains attached, but they have had their first season which put the 4 year cycle into a 5 year cycle. RWA being put on a blockchain is a whole new season that will only intensify in 5 years' time when the cycle repeats *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

billybobbybrownbaby

took a huge position SECZ. hoping with the RWA narrative it captures a lot of upside. recently broke out into the mid 8s

GlobalGweiPro

Yeah, that’s pretty much how I see it. The RWA volume is impressive, but volume alone doesn’t tell us how much value reaches ETH. It depends on where the trades settle, how much activity happens on Ethereum or its L2s, and how much revenue the platforms keep. The platforms probably capture the clearest benefit for now

qzvxyr

Lender terms decide this way more than token choice. PAXG and XAUT both track spot close enough that it's noise. What actually matters is whether the platform does independent custody attestations, how their liquidation logic works (hard threshold vs some cushion), and what LTV band they'll actually give you on a gold-backed token vs BTC/ETH, since a lot of platforms quietly cap it lower for RWA collateral

billybobbybrownbaby

SECZ for a RWA play. just broke out above 8 bucks. long shares and calls for march.

Azra_Meer21

I think the interesting question is whether the practical benefits of Hyperliquid’s model outweigh the trade-off in decentralization. Would be interested to hear how you think RWA perps could work while staying more aligned with decentralization?

Azra_Meer21

Interesting point. I’d be curious to hear your thoughts on where RWA perps are heading, especially the impact on ETH. Feel free to DM me. I’d be happy to discuss it further.

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wabq5v/title_solana_sentiment_right_now_fomo_is_running/ That said, FUD hasn't disappeared - 15% of the chatter is still about risk and potential pullbacks, so it's not like everyone's ignoring downside talk. It just means the bullish narrative is currently drowning it out numerically. What's more interesting to you here: the meme/momentum side of Solana's activity, or the RWA and institutional angle? Curious if people think one of these narratives has more staying power than the other."} *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa9sct/binance_sentiment_data_fomo_is_running_2x_higher/ Been looking at how the Binance conversation is shaping up lately and the split stood out to me: FOMO sits at 20% versus FUD at just 10%, so bullish-leaning chatter is outpacing skeptical chatter by 2 to 1 in the current sample. What's actually driving the FOMO side isn't the usual "number go up" talk, it's centered on Binance positioning itself at the intersection of TradFi and crypto, specifically tokenized stocks, real-world assets (RWAs), and AI-driven on-chain apps. A lot of the conversation frames Binance as a leader in tokenized asset infrastructure, which is a pretty different narrative than the exchange-volume-and-listings stuff that usually dominates. The FUD, while smaller in share, is worth noting too: it's mostly people questioning whether the volume behind these tokenized asset and RWA narratives is actually organic, plus general wariness about potential negative headlines down the line. So you've got genuine enthusiasm about the RWA/tokenization angle, but it's not going unchallenged. Does the tokenized stocks and RWA narrative feel like a real structural shift for Binance, or is this more hype-driven momentum that fades once the next news cycle hits? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa96nm/binance_sentiment_data_fomo_is_running_10_points/ Been looking at the sentiment split on Binance-related conversation lately and the FOMO/FUD gap stood out to me: 25% FOMO versus 15% FUD. That's a decent lean toward optimism, but what's more interesting is *what's* actually driving it. It's not the usual pump talk. The bulk of the enthusiasm seems tied to Binance pushing further into TradFi-adjacent territory: tokenized equities, Pre-IPO access, real-world-asset (RWA) products, and AI-driven on-chain agents running on BNB Chain. So the FOMO side of the conversation reads more like people reacting to a string of product launches and partnership announcements than to any price action. There's a mix of big-picture narrative (Binance as a bridge between TradFi and crypto) and people pointing to concrete deployment updates as proof it's actually happening, not just talk. On the FUD side, the concerns are narrower and more technical, mainly around liquidity dynamics tied to large outflows, which is worth noting since that's a fairly specific worry rather than generic bearishness. There's also a chunk of discourse around coordinated campaigns and Moonshot listing vote activity, which suggests some of this sentiment is being actively shaped by organized community participation rather than purely organic reaction. What's everyone's take here, does the TradFi pivot (tokenized stocks, RWAs, Pre-IPO stuff) feel like a real structural shift for Binance, or is this more narrative-driven hype that fades once the announcements slow down? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa7bs2/binancebnb_chain_sentiment_data_shows_fomo_nearly/ Been looking at recent sentiment breakdowns for Binance and BNB Chain, and something stood out: FOMO is sitting at 10% versus FUD at just 5%, so positive sentiment is roughly double the negative. That alone isn't shocking for a bull-leaning ecosystem, but what's more interesting is where that FOMO is coming from. Instead of one dominant narrative driving the excitement, the conversation is split across a bunch of different threads at once: AI agent projects launching on BNB Chain, RWA (real-world asset) tokenization efforts, new exchange listings, governance votes, and even open hiring roles at the ecosystem level. Normally when FOMO spikes, you can point to a single catalyst (a listing, a partnership, a price pump). Here it looks more like general background enthusiasm spread thin across many smaller developments happening simultaneously. That kind of diffuse attention can actually be a signal in itself. It suggests the community isn't rallying around one hype event but is engaged with the ecosystem broadly, which historically tends to reflect sustained interest rather than a short-lived pump-and-dump narrative. Low FUD (5%) also implies there's not much active criticism or concern circulating right now, at least relative to the positive chatter. What do you think is actually driving this broader engagement with BNB Chain right now, is it the AI agent narrative, the RWA push, or just general governance activity pulling people in? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa66h2/solana_sentiment_right_now_is_40_fomo_vs_just_10/ Been digging through the recent Solana chatter and the split is pretty stark: about 40% of the conversation reads as FOMO while only 10% reads as FUD. That's a 4-to-1 ratio, which is a wide gap for any coin's social sentiment. The driver isn't some fundamental catalyst, it's "Solana Summer" memecoin activity, Moonshot voting incentives, and a decent amount of AI/RWA-on-Solana talk mixed in. A lot of the bullish volume looks like coordinated promotional posting rather than organic conviction, which tracks with why FOMO is so dominant while genuine skepticism stays quiet. The FUD that does exist is smaller in volume but noticeably sharper, mostly people questioning whether the memecoin/voting incentive stuff is sustainable long term. What stands out to me is the imbalance itself. When FOMO outweighs FUD by that much, it usually means the loud voices are aligned but the skeptics haven't fully shown up yet, or they're just getting drowned out. Worth watching whether that 10% FUD number grows as the hype-driven narratives get tested. Anyone else noticing how much of the current Solana hype seems tied to promotional/incentive-driven posting versus actual organic interest? Curious what's separating the signal from the noise for you. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa28io/title_ethereum_sentiment_data_shows_fomo_25/ This kind of mixed, low-intensity sentiment (FOMO only slightly ahead of FUD, no single dominant theme) is actually a pretty different pattern than what you see during a clear hype cycle or a clear capitulation phase. It suggests the market is still digesting a bunch of separate catalysts (RWA adoption, ETF flows, regulation) rather than reacting emotionally to one big event. Curious what others are seeing here, does the RWA/tokenization narrative feel like it's actually gaining traction with real capital, or is it still mostly talk at this point?"} *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1wa1y1t/binancebnb_chain_sentiment_is_oddly_balanced/ Been looking at the chatter around BNB Chain lately and what stands out isn't hype or panic, it's how evenly split the mood is. FOMO sits at 10% and FUD sits at 10%, which is a pretty rare dead-even reading compared to the usual lopsided sentiment swings you see with most coins. The actual content driving conversation is mostly about tokenized real-world assets and new integrations landing on BNB Chain, plus milestone posts from projects building on it. But right alongside that celebration, there's a steady undercurrent of skepticism about whether any of this translates into near-term price movement. Whale activity and cross-chain adoption keep coming up too, which suggests people are watching flows and infrastructure growth more than they're reacting emotionally to price action. What's interesting is that this kind of balanced sentiment usually shows up during periods where a project has genuine fundamental developments (in this case, RWA tokenization) but the market hasn't decided yet whether to price that in. It's less a story of hype or fear and more a story of people waiting to see if the narrative sticks. Does anyone else think the RWA tokenization angle on BNB Chain is actually gaining real traction, or is this just another cycle of milestone announcements that fade once attention moves elsewhere? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1w9z3we/solana_sentiment_right_now_60_fomo_vs_just_15_fud/ Looked at Solana-related tweets from the past six hours and the split is pretty lopsided: 60% FOMO-driven sentiment versus only 15% FUD. That's a 4-to-1 ratio of hype to skepticism, which is a pretty extreme tilt for a single 6-hour window. What's interesting isn't just the raw split though, it's what's inside the FOMO bucket. A lot of it is centered on meme coins and RWA (real-world asset) narratives on Solana, with people pushing the "get in early" framing. But even within that overwhelmingly bullish crowd, there's a recurring undercurrent of people flagging liquidity risk and questioning whether the current pace of pumps is sustainable. So the FUD number looks small, but the caution isn't absent, it's just embedded inside the hype conversation instead of being its own separate camp. This kind of pattern (crowd-driven optimism with sustainability warnings mixed in) tends to show up when a narrative is moving fast and attracting a lot of new attention at once. Doesn't tell you what happens next, but it's a useful snapshot of crowd psychology in real time. Anyone else noticing this mix of hype and "wait, is this too fast" commentary happening simultaneously in Solana discussions, or does this kind of split seem normal for how the ecosystem's socials usually behave? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: coinsocialbase and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1w9wglb/ethereum_sentiment_check_fomo_is_running_5x/ Been going through the last six hours of ETH-related chatter and the split between FOMO and FUD stood out: 25% FOMO versus only 5% FUD. That's a pretty lopsided ratio for a coin that usually gets a lot of mixed reactions. What's interesting is the FOMO isn't just "number go up" energy. The recurring themes are tokenization, real-world asset (RWA) use cases, and new infrastructure being built on Ethereum. Those are more substantive narratives than pure price speculation, which is probably why the FUD side is so thin right now. That said, people aren't ignoring the near-term stuff either. There's still plenty of talk about resistance levels and expected volatility, so this isn't a case of everyone assuming a straight line up. So the overall picture is short-term caution mixed with longer-term conviction, which is a pretty normal setup but the FOMO/FUD gap is wider than you'd expect given all the volatility talk. Feels like people are separating the trading noise from the infrastructure story. Is the RWA/tokenization narrative actually driving fresh interest in ETH for you, or does it feel more like recycled talking points from previous cycles? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Vydrah

I have not looked into it a lot (yet)… but on Twitter aave had often been mentionend with RWA‘s. Maybe someone with more insight could explain why.

Unable_Beat_3194

Are you actually trying to learn or just affirm things that you’ve heard. Some good use cases is stablecoin yields which is an alternative to money market funds and bond yields. Depository yields from major banks is very low the default yield on a stablecoin through LPs is 10-15x higher than a standard savings account. RWA hedging is another major use case, being able to access SP500 outside of market hours and buying stocks outside of NYSE hours is a huge advantage when markets are so reactive after hours especially during an earnings call after market closes. Remittance markets has been a primary use case for a long time, sending money to family overseas without delays and high fees. Bitcoin in general acts as another low inflationary instrument outside of traditional metals as an instrument against fiat debasement especially in 3rd world countries. These are just a few topics you can do some more research on. One of the main technological breakthroughs is the ability to prove ownership on a public ledger which is what so many firms are building use cases for.

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Post is by: DeFiNomad and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1w7bfme/is_tokenized_gold_finally_becoming_productive/ I’ve been looking into PAXG/XAUT lately and I think the interesting part isn’t just owning gold onchain, it’s being able to actually use it. Aave and Morpho already let people use tokenized gold across DeFi, and Arch recently added PAXG/XAUT as collateral for loans. So instead of selling your gold when you need liquidity, you can borrow against it and keep the exposure Obviously you’re adding liquidation and platform risk, but this feels like a much more interesting RWA use case than simply tokenizing gold so it can be traded. Anyone here actually borrowing against PAXG/XAUT? What platform are you using? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

sakata32

It seems the main narrative of this cycle will be RWA and robinhood. What's the best way to get exposed to RWA and robinhood? Just buy link?

Old-Director-6727

Too risky There are two kind of people in crypto one who invest long term and One who relies on short term there is no in between until and unless you are whale and have crazy discipline you will go crazy as you see cascades in the run I would suggest if you don't have much information I say you use the portfolio rebalancing stratergy you decide three coins and decide a ratio between them maybe 1:1:1 and now you investing according to that now dont invest whole amount rather invest parts in every month and at the end of month you do one more thing you rebalance the ratio between the coins for example eth is down so you invest in eth more like that you should see this stratergy on youtube if you trying to invest short term i dont think uniswap is good its not a defi meta currently RWA and hyperliquid and robinhood are in the real trend

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Post is by: Cloudy_Day912 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1w44gif/how_realworld_trade_data_is_quietly_starting_to/ Been thinking a lot lately about how disconnected a lot of DeFi still feels from actual economic activity on the ground. Most lending protocols rely on crypto collateral, over-collateralization, and price feeds. That works until you start wondering what a more mature version looks like — one that incorporates real economic signals. Lately I’ve been digging into how import/export records, shipping volumes, and supplier-buyer relationships (all publicly available through customs data in many countries) are being used by some projects as alternative data for credit scoring and invoice financing. Instead of just looking at wallet history or token holdings, you can see whether a business has consistent trade flows, established counterparties, and healthy shipment patterns over multiple years. It feels like a bridge between traditional trade finance and on-chain capital. The interesting part is the shift in risk assessment. A company with steady export records to multiple regions might get better terms than one relying purely on volatile crypto collateral. We’re still early, but the combination of oracles feeding this kind of off-chain data into smart contracts could open up DeFi to small and medium businesses that don’t hold large crypto bags. Curious where others see this heading. Have you come across any protocols or experiments that are using real-world trade or supply chain data to improve lending, factoring, or RWA plays? Or do you think on-chain purity will always win out? If you want to keep thinking through the mechanics of this specifically, how supplier patterns, shipment consistency, and trade-flow verification could feed into lending models without the usual noise, I have been putting longer breakdowns and some experiments in a small corner subreddit called [reddit.com/r/fortisx\_\_\_fi](http://reddit.com/r/fortisx___fi) It is quieter by design, which tends to help when you are trying to work out details rather than just post headlines. No pressure at all if it is not for you, just mentioning it because this is exactly the kind of thing I do not have enough space to unpack here. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

The-great-phoenix

This is a complex situation: Macroeconomy is bad so it will put a medium downward pressure on crypto market Tokenization of RWA is progressing and will expand the size of crypto market with a large upward pressure Prediction markets and perpetual contract are adding volatility so the price could go wild because of massive liquidation either up or down. The individuals and institutional interest regarding crypto is growing so there are more ETF and wallets opening that are channeling more money so upward pressure on cryptos Finally inflation will drive price of token up especially the ones that are deflationary or with max supply released Globally I would say that price has most chance to go up in the near future unless we enter into a depp recession

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Post is by: cryx-Advertising1471 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1vzxsl4/etransport_an_interesting_approach_to_realworld/ E-Transport: Bringing Real-World Electric Mobility On-Chain The conversation around digital assets often focuses on things that exist entirely online. E-Transport is taking a different approach by connecting digital participation with physical electric mobility assets. @E\_Transport\_\_ focuses on electric scooters and e-bikes used for rental services across more than 20 cities. According to its official platform, the model covers locations including Miami, Las Vegas, Barcelona, Dubai and Phuket. Turning Mobility Into a Managed Asset One of the interesting parts of E-Transport is that participants are not expected to handle the operational side themselves. The platform says it manages procurement, logistics, city permits, GPS tracking, charging and servicing of the equipment. The transport assets can generate revenue through several use cases: \- B2C: short-term scooter and e-bike rentals for tourists and everyday users. \- B2B: longer-term mobility arrangements for companies and business parks. \- Residential communities: electric transportation integrated into private residential infrastructure. This creates a model where the underlying activity is tied to something people actually use: urban transportation. Why the Operational Layer Matters Owning or participating in a physical mobility asset is only one part of the equation. Keeping that asset available, charged, tracked and serviced is what allows it to generate rental activity. E-Transport says its system uses GPS tracking for individual units and remote motor-locking capabilities. It also describes a reserve fund and insurance coverage as part of its stated protection mechanisms. Another notable feature is portfolio management through Telegram. The platform says users can monitor their portfolio, purchase equipment shares, review history and make USDT withdrawals through its Telegram-based interface. A Different Take on Real-World Assets The broader idea is straightforward: instead of representing an entirely abstract digital asset, E-Transport is attempting to connect digital ownership and management with physical transportation infrastructure. Whether this model can scale sustainably will ultimately depend on real-world factors such as fleet utilization, operating costs, maintenance, regulation and demand in each market. That is what makes E-Transport an interesting project to watch — it is trying to bring digital finance closer to an everyday physical service: getting people around cities. \#ETransport #ElectricMobility #RWA #UrbanMobility *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

jekpopulous2

Stop looking at L1s with no DeFi infrastructure and start looking for protocols that could turn all that RWA liquidity into real yield for users.

Jenn2895

Ignore DMs. Anyone trying to talk to you privately about crypto or investing in general is trying to scam you. I would stick with blue chips with strong fundamentals & utility. Like Chainlink, Ethereum, etc. Especially w/ the RWA narrative. Will be easy to 2-3x your investment, or more.

Express_Ad2791

I think you're both kind of arguing different definitions of alt season. There will absolutely be another rotation where some narrative does 5-10x and everyone suddenly becomes an RWA expert for three months lol. But that's different from the old "throw a dart at the top 100 and outperform BTC" alt season. The game didn't disappear, it just got way more selective.

jekpopulous2

The narrative two cycles ago was alt L1s and they went up like 1000%. Then crashed. The narrative last cycle was DeFi and those tokens went up like 1000%. Then crashed. The narrative this cycle is ETH and RWAs. I’m already up 45% on ENA today because I understand that if Bitcoin continues to push upward RWA tokens will climb like 1000%. Then crash. We have an alt season every single cycle you’re just not following the trends.

UlysApp

Basically, tokenized stocks put assets like Apple, Nvidia or Tesla onto blockchain rails. That means instead of stocks only living inside a brokerage and trading during market hours, they can potentially be held in a crypto wallet, traded 24/7, swapped directly into BTC/ETH/stablecoins, or even used as collateral in DeFi. The bigger idea is that crypto stops being a separate little financial world. If stocks, treasuries and other real-world assets start moving onchain, you’re bringing a massive amount of new money and liquidity into the same ecosystem crypto already uses. It just makes a lot of sense and the RWA/tokenized stock volume on robinhood chain, hyperliquid, etc..is already booming with little users compared to traditional markets. There's even people launching memecoins and pairing them with stocks so the token is memecoin/NVDA instead of memecoin/ETH for example. And you earn NVDA for holding the coin. It's pretty incredible.

Fantastic-Phone4499

Cause they sold and are looking for lower entry or they want to fud retail out of their bags while they continue to accumulate so retail buys higher. Once we hit 100k they will say is going to $350-$500 but will be selling from 150k to 300k. If BTC even hits 300k at that point they tell you top is in and need to sell. Top influencers are always wrong. I been expecting the pump since February. Crypto supercycle is coming. Alts will out perform BTC this time. AI, RWA, and Privacy are the sectors to watch.

MinimalGravitas

When was that published... because both RWA and stablecoin TVLs have dropped quite a bit since then (-15% and -9% respectively). Also that 'fees collected' is really quite funny, why would they post that publicly... $67.5k in 3 months... so $750 per day? I'm pretty sure there are kids with lemonade stands generating more revenue!

MinimalGravitas

Yes it is... * The network has barely 3 TPS: https://www.hederatxns.com/ * The token price is not just lower today than when it launched, it is also lower than during the pre-launch SAFT 3 investment rounds: https://www.coinlore.com/coin/hedera-hashgraph/historical-data * It has basically zero stablecoin adoption, in 51st place ($35M vs $147**B** for the market leader): https://defillama.com/stablecoins/chains * It has basically zero RWA adoption, in 17th place ($76M vs $17.3**B** for the market leader): https://app.rwa.xyz/networks * It has basically zero DeFi adoption, in 53rd place ($20.7M vs $41.3**B** for the market leader): https://defillama.com/chains The only real use case was when they gave Atma free transactions, and even then they still abandoned the network. They try to play up the big names on their 'Governing Council', but none of them actually use the network, as an example one of council members 'LG' has recently decided to deploy a crypto project, and so built an Ethereum rollup rather than using Hedera. It is dead.

Dablicku

I think you're forgetting that a lot of companies are doing this already through RWA tokenisation + liquidity companies that back them up like Steakhouse, Sentora, RockawayX, etc. Most of which is done on the SOL and ETH chain because there is absolutely no use case for XRP when it has been done a 1000x successfully.

Jenn2895

I hear your concerns w/ Eth & also managed a Btc average last cycle of $20k. Did the bulk of buying after FTX crash & Xmas 2022. Sold it all when I 5x’d. Which is great in the markets in general, but not so much for crypto. To be honest I’m not too excited about Btc or Eth this cycle. Simply due to their high market caps. They are definitely safer bets now. Which is great risk wise, not so much return wise. But I think box will pull off at least a 3x. Probably higher for Eth b/c of RWA, Ai agents, global finance moving on chain, & supply squeeze since 1/3rd is already locked up in staking. Decided to go heavier into $Link now. Market cap is lower, $7B. They also have a lot of partnerships, patents & basically positioned themselves to be critical infrastructure for Web3, Defi, Global Finance, etc. Think Chainlink will easily 10x this cycle. Possibly much higher, but 10x easy. Been trying to find some small caps w/ strong fundamentals & utility. So if you got any leads I’ll def take a look. Last cycle I threw some $ on SwftC just b/c they had a micro cap, $5M, were already available on a major exchange & had utility. It’s so much easier to get over a quick 10x when the market cap is so low. I avoid memes though. I have 1 & it’s literally just for the meme b/c I like paying or gifting people “magic internet money” 🤣.

casiocoin

NFT’s are far from dead, that’s the blueprint as to how we tokenize RWA’s in the short future. I think the old ones will come back when the use case is there for real RWA’s. I’m not heavy into them, just mostly BTC, ETH, some select memes, but I see the potential of individually serialized tokens on a blockchain interfacing with individually serialized assets, I.e. vehicles, real estate, Pokémon graded cards etc. all of those are individually serialized RWA’s that will eventually have a 1:1 NFT proving digital and physical ownership. Want to sell a car, house, sports card? Just receive payment over a blockchain network and transfer the digital RWA (NFT) through defi or exchange, it doesn’t matter. No more 3rd party, DMV, govt land office, probate, estate disputes, NFT’s are now sales contracts for anything, irreversible, timestamped, and can contain additional digital information.

Jenn2895

Ya, that’s all true. 😆 But it’s a bear market, people gotta find a way to laugh… it’s better than having to post the suicide hotline #. Highly doubt Btc goes to $30k. I mean I would love it if it did since I play the cycles & sold all my btc last year. I think max pain *could* be $45k-$55k. But we could already be at the bottom. I started my dca already for this cycle. As far as your question regarding Sol. I have a little staked but not going heavy into it. Mainly b/c market cap is 43B already & they had some issues w/ down time. Also, seems most of their usage is meme coins/gambling. Think this cycle is going to lean towards RWA, Ai, actual utility.

Zaytion_

Just look into what is going on with RWA, tokenization, etc. Lots going on.

Jenn2895

Zero utility, just a meme. This cycle is RWA & Ai. I mean gamble a little if that’s what you’re into. I’m going to pass. The only meme coin I hodl is $MIM. Just b/c I get a kick out of asking people if I can pay them with Magic Internet money. lol

Saffuran

**BTC** and **ETH** are solid, I have no faith in ADA but you do you. **SOL** is still solid. Outside of those three mostly only dabble smaller positions in **ZEC** (privacycoin), **HYPE** (good growth map and tokenomics), **ONDO** (traditional markets moving into crypto with a potential inevitability of 24/7 stock trading using blockchain -- general RWA exposure.)

hoppeeness

I mean link isn’t going to tokenize anything but yes I get it as important infrastructure. BTC is going to be dead once RWA’s are tokenized. It won’t be able to hold enough value for people to use as a store of value.

The-great-phoenix

The crypto market asset class as a whole is about 2.2 trillion and it is poised to raise thanks to clarity act and financial institution who are already prepared to tokenize RWA massively, we already have a lot off stocks that are already tokenized and on chain settlement coming among other things, so DEFI growth into crypto is going to happen soon, explosion maybe around mid 2027 Not all cryptos will benefit from it the same way though, now is the right time to assess which project will get the most utility/traction when it happens and get positioned

MinimalGravitas

I've given you quotes from heads of 3 of literally the biggest institutions in traditional finance and lists of the projects they have built... don't they seem pretty appropriate sources when discussing adoption by the financial institutions? We can of course keep going if you like, here's a list of links to RWA tokenization projects built by JP Morgan (the biggest public bank by market capitalization) - the most recent was just 3 months ago: https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-jpmorgan

TheVeloRebel

Crypto Agility, QC/PQC, RWA and institutional usecases.

Jenn2895

Chainlink, Ethereum, Bitcoin: Stacking in that order. Eth & Link have actual utility. Both are critical infrastructure for RWA & Ai. The transition, although slow, has already begun. Chainlink has the lowest market cap of the 3 which provides room for highest ROI. Which is why my Link bags are heavier than Eth & Btc.

BakingBreadBB2

RWA and tokenized stocks will probably take over, but let's not forget that crypto made both of those possible

Freudarian

Looking back 16yrs the original idea was to send value over a decentralized network. Nowhere in the whitepaper was mentioned HODL, moon, gold, or anything. Bitcoin has done what it came to do: renew the banking sector, compete with the lazy establishment, and create new markets and jobs. Just like torrents are used to distribute data efficiently through networks, and it doesnt have much to do with Piratebay anymore. I think you are wayyyy early, but in the end, compounding life savings is not what crypto is for. The hoax about the new dig gold narrative was a bulltrap for VC's from the beginning and boy they didnt hold back. Now we have so many new applications that we couldnt dream of. In 2010 using a platform was expensive complicated, now there is thousands of them. Fueled with AI im sure they'll be around for some time. The markets wont dissappear and RWA is going to be real. I was tired of the restrictions I had dealing with stocks. I want 24/7 realtime trading and I dont want befor and after trading where I cant compete. Thats BS. But, I agree the bullrun will be a diminishing return until the money is so concentrated that it will be only used as leverage for assets and valuta. Untill something will spark a bankrun in 10 / 15 yrs

Proper-Stay-9995

I like RWA focused projects

Mission_Ad_5348

Wrong, BCH is the real Bitcoin for adoption, including alts such as CKB Nervos Network, ( long term its projected to dethrone Ethereum because of account vs Cell model ( a superb version of UTXO or rather evolved version ) Zilliqa 2.0 as the better solana transaction scaling for stable offloads and regulatory framework and IDENTITY proof for institutions especially now with LTIN, vLel stuff. And COMPound for RWA since its a more secure DEFI than aave. Overall crypto is in a good road. Btc is not same with eth. Small blocks will die same as ethereums evergrowing state data that will only consume validators and end up handicap them when the data is too large causing clog fest and centralization due to technology's limitations. 

AlbiBambi

When it comes to RWA I guess clear and full regulation will be a must. No serious institution will want to do business otherwise

AlbiBambi

When it comes to RWA I guess clear and full regulation will be a must. No serious institution will want to do business otherwise

eggZeppelin

Look up stablecoin transaction volume for 2026 for international remittance and large B2B transfers. Look up RWA tokenization from firms like DTCC.

Mattie_Kadlec

Not just this year. RWA gonna be a huge part of crypto from now on IMO because we are just starting to see major tokenizations happen. So much more is yet to come

Mattie_Kadlec

Yeah, they will all want maximum certainty when it comes to RWA

AlbiBambi

Everyone is laser-focused on the TradFi and RWA aspects, but I think the machine-to-machine economy stuff is flying under the radar here. If we are genuinely moving toward a future where AI agents are autonomously executing yield strategies and paying for API calls, unpredictable gas fees on legacy L1s are going to be a massive bottleneck.

ProfitableCheetah

RWA is taking over crypto and there is no stopping it

Foreign-Back-8676

I think the main issue right now is that RWA tokenization still isn't popular among traditional users (people outside the crypto space) There will still be a lot of development in this area. Right now, accessibility alone isn't enough to attract broader interest. Security is just as important...

JakRenden2

Ngl, the point in the article about TradFi needing deterministic finality is spot on. Institutions aren't going to risk clearing massive RWA settlements on a chain that might re-org just because the network got congested.

Jenn2895

I wouldn’t buy back in. Better off investing in projects with strong fundamentals & utility. Esp around RWA. Chainlink, $Link, is a safe bet. Ethereum, $Eth, should also do well. You can research more to find some high risk/high reward plays.

Old-Committee944

For me its mostly BTC and ETH, then maybe few strong L1 or RWA projects. Trying to catch every new narrative is how you end up with 30 random bags and no idea why you even bought them lol.

ninenulls

Too late. I sold it all. With clarity dying and RWA going to private chains, the only thing you can count on is using USDC at Walmart. Flat dollar coins have a future. Everything else will jump around, more down than up. Look at the monthly chart of bitcoin and tell us you're not concerned

Fluffy-Situation-818

Funny how the memes ended up defining the chain more than the RWA pitch. It will be interesting to see whether robinhood leans into that or tries to steer it back serious

Freudarian

I think its good to rotate and diversify. However, this is what I see: Oil & gas through the roof Stock market overpriced Gold at ATH levels, and other precious metals AI bubble about to burst Housing markets are ATH Credit market is on a stretch Am I missing something? Well, mix it with the fact that a lot of people still have jobs, markets are still performing, so I dont see a market crash happen very soon unless China and US go to war, and drag EU into it. Which at this point seems unlikely, since relationships are at a low, but China seems wise enough not to engage with an idiot. Soooo.. I think a rotation is more likely. In comparison to other markets Crypto has been underperforming so its a very attractive market. I think the biggest obstacle is the Unclarity Act, and a new narrative for novelty, ETF's, RWA, DigiGold, Memes and NFT's are getting old.

jawni

Besides ONDO, which is a pretty straightforward bluechip RWA play, why would you buy any of those?

AccordingFloor7010

Yes, the ones backed by NOTHING other than a hope and a prayer  (just like a fiat government currency) - meaning BTC and the other 20k like it .... as opposed to RWA-backed cryptos & stable coins, such as Tether Gold and other new-ish ones like it, backed by real tangible assets that you can always trade your cryptos in for upon demand - the opposite of fiat.

AccordingFloor7010

All cryptos are rug pulls sooner or later.  Unless they're RWA-backed.

hoppeeness

Bitcoin is too late. It will still go up and down in smaller intervals until it’s just down over the next 5-10 years. But once most of the RWA’s are tokenized the use case for the vast amount of people who were previously investing will be gone. There are plenty physical assets that have scarcity and tokenizing them takes away most of bitcoins use cases.

Imp-Classic17

This is always an easily overlooked aspect of RWA but I don't even know if there are any RWA projects that own and operate the underlying assets themselves. It's all still a blur imo