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tldr; Citigroup is making significant moves into the cryptocurrency space, planning to offer crypto custody and payment services. The bank aims to capitalize on the growing market for stablecoins, tokenized real-world assets (RWA), and crypto-linked exchange-traded products like Bitcoin and Ethereum ETFs. This marks a shift as traditional financial institutions increasingly integrate blockchain and crypto technologies. Citigroup's efforts align with broader Wall Street interest in tokenization and the potential for trillions in assets tied to stablecoins and RWAs. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
True, speed isn’t everything, but Keeta pairs its 11M+ TPS with 400ms finality(which is instant for intends and purposes) full compliance (KYC, AML, Travel Rule), and native RWA anchors built into the protocol. Add 90% smart contract functionality at the core and $20M+ backing from Eric Schmidt, and you’ve got scalability, regulation, and utility all in one.
That’s honestly a solid exit protecting gains is harder than making them. Respect for sticking through all those cycles and still coming out ahead. If you’re planning next cycle, keep an eye on $WHITE early entry on a compliant RWA chain like WhiteRock could be the kind of bottom-buy setup you’re waiting for.
Keeta’s 11M TPS milestone with Google Cloud is huge for blockchain speed but speed alone isn’t the whole game. White Network hits 200k TPS with instant finality and compliance for RWA tokenization. Scalability meets regulation. That’s what gives WHITENET real staying power.
Kendu feels like early Shib, powered by relentless community energy and global presence. Meme culture fuels momentum, but real adoption comes from infrastructure. That’s where White Network shines 200k TPS, instant finality, compliant RWA tokenization. Memes spark hype, WHITENET builds lasting value. Both sides of crypto’s future.
($AAVE) defi leader for lending; 70b in assets on platform ($LINK) oracle leader for defi and besides ETH, has the most RWA use case ($ETH) still is a ETH cycle rn no need to fight the trend + still under ATH with record inflows from ETF Lower mc for some risk ($COR) decentralized AI task processor ($ALVA) creates “baskets” similar to ETFs for crypto ($0xs) privacy platform with their own privacy email, phone numbers, website etc.
It makes sense, RWA in memes make sense to me
tldr; Chainlink (LINK) has reached a three-month high, trading at $23.79, driven by peak community sentiment and increased demand for its oracle services and cross-chain protocol (CCIP). The project has seen a surge in activity, securing over $62 billion in total value and dominating 61% of the oracle market. LINK's growth is supported by its role in DeFi, RWA tokenization, and favorable U.S. crypto regulations. The token also benefits from increased Ethereum ecosystem usage and stablecoin cross-chain transfers, particularly through Arbitrum and Base. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
For me, it’s LINK. It’s already a critical part of the crypto infrastructure (feeds, CCIP, RWA integrations) and has actual partnerships with traditional finance moving on chain. If adoption grows the way I think it will, LINK could be one of the few non BTC/ETH plays that actually cements itself as essential in 5–10 years. BTC and ETH are the “index funds” of crypto safe, proven, but probably won’t 20x from here. LINK still has that potential and the fundamentals to back it up.
For me, it’s LINK. It’s already a critical part of the crypto infrastructure (feeds, CCIP, RWA integrations) and has actual partnerships with traditional finance moving on chain. If adoption grows the way I think it will, LINK could be one of the few non BTC/ETH plays that actually cements itself as essential in 5–10 years. BTC and ETH are the “index funds” of crypto safe, proven, but probably won’t 20x from here. LINK still has that potential and the fundamentals to back it up.
I strongly believe we will see a shift to RWA. Crypto is not only speculative. Ecosystems like IOTA are building stuff that can change the world like TWIN in africa. Or digital passports etc. You all should take a look to whats is being build on IOTA.
If this lines up the way it looks… we r sitting on a goldmine with $TSUKI & $RWA. 🚀
Not hyped but strong RWA/AI picks - Origin Trial TRAC, Chintai CHEX & AIOZ ...Best Tokenomics with full coins in supply ! DYOR
THEYRE USING CHAINLINK TO MOVE REAL WORLD DATA ONCHAIN. THEYRE WORKING TOGETHER. PERIOD. You NEED chainlink to move RWA data on chain to be used by public blockchain like Ethereum Without Chainlink there can be no RWA data on public blockchain at all. Your analogy is wrong. It’s more like ICE makes the burger, and Chainlink is the server that brings it over to the customer
RWA narratives keep also my attention !
>Solana is not capturing any relevant share in institutional adoption of stable coins / RWA? lol. Leading in tokenized stock volume, just partnered with R3 to connect Solana to the chain with the most tokenized RWA in the world, multiple DATs, multiple ETF applications. Stablecoin velocity on Solana is actually higher than Ethereum. Stablecoin supply on Solana has 6x'd in the last 24 months. What are you smoking? >Solana is centralized with 50% of validators only beeing profitable through delegated SOL from the solana foundation and them unilaterally pushing updates via a discord? Most networks bootstrap validator profitability and validators will have a far lower breakeven when Alpenglow is implemented. And no one can unilaterally push an update, they can suggest an update and validators can choose to update. That's called social consensus, you may want to look that up and get some semblance of understanding on one of the basic properties of networks like these. >double digit % of solana transactions fail, fluctuating between 25% and 75% at any given time? Failed transactions are not a failing of the network and that graph shows the percentages at 25%, nowhere at all does it come close to the upper bound to 75%. Also, failed transactions are not called failed because the network had any sort of failure, they are failed transactions because the user specified conditions that were not met. >Solana operates at loss every month. Exp>Rev Citation needed. >Foundation refuses to disclose SOL holdings and? They seem to be doing a fine job. > Team lied to investors about circulating supply They forgot to disclose part of the supply that was sent to a market maker and burned the same amount of tokens from their own allocation. Nothingburger, but yet certain people still like to think it's somehow relevant 5 years later. >50% of validators would collapse w/o Solana directly subsidizing them Citation needed >10 Systemic failures since 2021 About on pace with L2's amount of failures in half the time. How many has had Solana had since 2024? Stuck in the past again I see. >Aug 7th, critical bug was "magically" patched in mins—impossible on a decentralized network where validators have to communicate Are you implying they had a fix ready but decided not to patch until downtime? How would that make any sense? Or are you just saying you find it suspicious it was patched that fast and have nothing else to say? >42% $SOL validators run by FIVE data centers Sounds like Ethereum >99% of validators run by only 137 data centers "only" LOL >Costs ~800k to run 1 validator at breakeven Dropping significantly with Alpenglow. >Fakes TPS by including consensus messages Vote transactions are exactly that... transactions. But this will also change with Alpenglow, either way Solana does more non-vote TPS than ETH and all of it's L2's combined... >Faked Billions of $ of TVL in 2022 Solana can't fake anything. Developer *on* Solana, acting indepently faked that... >50%+ Pump fun tokens are sniped in the initial block, meaning users are systematically being made exit liquidity So because users on an app on Solana are exploiting other users(who should be well aware of this risk), this is an indictment on Solana? ok lol. Man I thought you were actually gonna have something good, instead it was just massive misconceptions and "issues" that are either far in the past, inconsequential, or total non-issues.
Solana is not capturing any relevant share in institutional adoption of stable coins / RWA? \-> [https://defillama.com/stablecoins/chains](https://defillama.com/stablecoins/chains) Solana is centralized with 50% of validators only beeing profitable through delegated SOL from the solana foundation and them unilaterally pushing updates via a discord? \-> [https://x.com/Picolas\_Caged/status/1949867882084520018](https://x.com/Picolas_Caged/status/1949867882084520018) \-> [https://x.com/etheraider/status/1917957357860163753](https://x.com/etheraider/status/1917957357860163753) \-> [https://x.com/etheraider/status/1917957332509823054](https://x.com/etheraider/status/1917957332509823054) double digit % of solana transactions fail, fluctuating between 25% and 75% at any given time? \-> [https://dune.com/scarn\_eth/solana-tx-fail-rate](https://dune.com/scarn_eth/solana-tx-fail-rate) thats just the tip of the iceberg. • Solana operates at loss every month. Exp>Rev • Foundation refuses to disclose SOL holdings • Team lied to investors about circulating supply • >50% of validators would collapse w/o Solana directly subsidizing them • 10 Systemic failures since 2021 • Aug 7th, critical bug was "magically" patched in mins—impossible on a decentralized network where validators have to communicate • 42% [$SOL](https://x.com/search?q=%24SOL&src=cashtag_click) validators run by FIVE data centers • 99% of validators run by only 137 data centers • Costs \~800k to run 1 validator at breakeven • Fakes TPS by including consensus messages • Faked Billions of $ of TVL in 2022 • 50%+ Pump fun tokens are sniped in the initial block, meaning users are systematically being made exit liquidity
Devve. You won't have heard of it (yet), but it is a permissioned chain specifically designed for Enterprise. It ticks the boxes that prevents most chains from being fully utilised by big money because of privacy, security, regulatory issues, etc. The chain is live and has been developed in stealth the last 9 years. They have not marketed it yet, they will begin when their partnerships start being announced - beginning Q4 this year. Basically, companies can spin up shards customised to their specific needs. Each shard operates essentially as a standalone blockchain, but multiple can be easily connected to work together e.g. you operate in multiple territories that have different regulatory requirements, or you want to scale up TPS as necessary. With this this system TPS is essentially infinitely scalable. Connection to the shard is via API, so incredibly easy for Enterprise to integrate. All of this will be offered as part of a Blockchain-as-a-service system. Similar to AWS but for blockchain. Anti-fraud, theft and loss protections are built in at the consensus level (and are patented) - things which are essential for Tradfi. Swaps also occur at consensus so no risky smart contracts are needed for trading. And they can occur while the user maintains full custody. Essentially combining the best features of current CEX'es and DEX'es For their first, big, on-chain project, they have partnered with one of the largest Tradfi enterprises in the world to create an exchange combining crypto and RWA capabilities. Instant swaps with self-custody. The partner will be revealed Q4 along with the launch of the exchange. Expect Bloomberg, CNBC, Fox, etc coverage. That is how big the partner is and how important this project will be to Tradfi. This is not a monolithic, permissionless blockchain. It won't satisfy the desires of the anti-government crypto users. What it will do is allow the really big Enterprise money to start using blockchain in ways that are practical to their requirements, not the other way round.
RWA hype’s been running hot for years but actual use cases? Pretty light. StrikeX + CMC Markets are quietly building the real deal infrastructure to own a big chunk of that market once adoption pops off. CMC just went all-in, grabbing majority control and stacking STRX tokens, while StrikeX’s platform can handle everything from slow private equity to quick FX moves — all wrapped in legit compliance. When RWAs blow up, these two won’t just be playing — they’ll be running the game. Anyone else think STRX is the sleeping giant here? 👀
1. Ondo is a useless GOV token. Cannot be used to settle RWA on chain. Stable coins will be used. Source: ONDO website. other then that decent long term holds
RWA is going to be the crypto narrative of 2025. I anticipate ETH, LINK and ONDO doing well. Use case is not as important as hype.
Most of the innovation happens on ETH, with Stable coin, Defi, RWA, ZK, plenty of new exciting usage area
ETH for me. It already settles massive stablecoin/RWA flows, benefits from L2 expansion, burns supply when usage rises, and has a clear roadmap into 2030. Spicy runner-up if we’re betting on AI: Ocean Protocol, if data becomes the bottleneck, their compute-to-data and data NFT model could capture real fees. All-in on one coin is still a gamble though; time horizon helps but tail risks exist. What’s your pick and why?
Gotta love how with us seeing RWA being tokenized ETH is POPPIN!
It's ETH. 5 years is a lifetime in crypto but I'd bet on ETH. BTC is just made a close to 2x on it's previous ATH while ETH isn't even at previous ATH yet. Tokenization of RWA's, stablecoins, regulatory clarity until at least 2028, staking rewards owners of ETH, all these things are my reasons. I'll allow that BTC is probably a safer bet in this timeframe but I think ETH provides the better risk-adjusted returns.
Although I dumped Alts 2 yrs ago and went all BTC, IM excited to see ETH back up to 21 levels. Happy for my ETH brethren... I do agree that stable coins and RWA seems to be transitioning from chatter to actual movement. So makes sense
Narrative this cycle is RWA and AI. Buy TAO and PENDLE and you’re all set
A safe route for me would be: BTC, ETH, LINK. BTC is one of a kind and will always be the grand daddy. LINK - defi and now RWA would collapse without LINK and no other project comes close to LINK when it comes to oracle. ETH - some might argue there are stronger L1’s out there, which there might be, but follow the smart money. My portfolio consists of several other cryptos besides BTC/ETH/LINK. This is what I’d recommend to someone that’s looking for the safest low-risk strategy.
TVL is not the only metric for adoption, but it is one of them. "Locking assets just to inflate stats" is just cope. People putting money in DeFi shows there is trust, because it doesn't make sense to "inflate stats" when there could be real money at risk. Calling TVL smoke and mirros shows a fundamental misunderstanding of what adoption is. >what matters is throughput, uptime, cost, and real-world utility. ALGO moves billions in RWA These are metrics that Algorand and other chains have, but others chains also have a lot of the things Algorand lacks (which I pointed out in my first reply).
TVL ≠ adoption. Algorand’s devs have been clear that “locking” assets just to inflate stats is vanity—what matters is throughput, uptime, cost, and real-world utility. ALGO moves billions in RWA, CBDCs, and payments without trapping liquidity in DeFi just to look big on a leaderboard. You want smoke and mirrors, look at TVL; you want actual usage, follow the transactions.
Both chains are lagging behind in TVL, dApps, volume, stablecoins (especially Cardano), users, developers, and fees/revenue. Only credit I'll give Algorand is RWA's and actually being scalable and cheap. Cardano's "scientific" approach made it one of (if not THE) slowest smart contract chains, both in terms of block speed and finality. Not to mention that it also expensive, even more than Ethereum at times (whenever gas fees are like .2 GWEI). You'd think that all that peer-reviewed research would have made them realize things like BFT being the better consensus mechanism for smart contract chains, or how eUTxO has lead to difficulties for smart contracts. If anything, Algorand is showing more technical achievements than Cardano despite being "less scholarly".
There are many here are three to get you started; 1. Supply chain tracking and ESG compliance (Guardian a Hedera ESG policy engine is best in class) - better than existing solutions through immutability of records and transparency reducing the risk of green washing - look at the Hyundai Kia used case as an examole 2. RWA tokenisation, look at Archax, Dovu and Redswan as examples. Fractionalising large traditionally inaccessible assets making them available investments to smaller retail investors 3. Cross border settlement look at the work Shinhan bank and Standard Chartered have done on Hedera reduces cross border settlement time and cost 4.
I’m patient to the point where I’m cool with losing my money . About 90 k invested and waiting for the cycle to kick into full gear. Got a good collection of small cap AI and RWA coins and some big ones. Dips don’t phase me anymore
The post ask if we can use crypto as payments, and no we do not use the blockchain because all of them are rubish and or hype the only RWA its ICP.
Evrything its hype, i hope all this meme fiasco will be over so people focus more on RWA.
and what about $XLM and $XRP which have already started their application in the financial and banking sector? RWA coins and real estate tokenization in the UAE - little by little but Web3 technologies are making their way into real life
I think you have to decide what you hope to achieve when investing in a cryptocurrency, and why there is value in a certain coin/token. There needs to be utility, otherwise it is just a pyramid scheme where you are the exit liquidity. Coming from a stocks background I am really interested in RWA and tokenisation of traditional markets. So when I invest, I need to decide where the value is actually coming from and if it is actually beneficial to have a blockchain/coin/token to facilitate the transactions.
100% crypto with 50% Chainlink, 30% AI, 10% RWA & 10% Memes🤣 wish me luck hommies 🐿️
ETH but LINK is where you can make more gains. It's the only oracle that allows RWA tokenization safely, and it's being integrated by most major financial institutions. Extremely undervalued because people don't understand it.
We will see how that goes with Ethereum won’t we? Staking now not under the SEC and companies now allowed to do it. Backbone of future finance and RWA. All businesses especially public listed companies will eventually all be required to use ethereum. If they won’t use it, those companies will fade into irrelevancy. All business all economic movement of monetary value, will end up on ethereum.
https://youtu.be/ms_RQLK6Anc @ 26:20 Paul Atkin references ERC3643, a token standard for RWA Tokenization, being developed and adopted by huge players. Guess what was embedded into its framework?
Great summary, OP! This ‘Project Crypto’ could be a game-changer for DeFi adoption, especially with tokenized RWA surging 20% in Q2 2025. If the SEC streamlines regs, it might unlock trillions in on-chain markets. What do you think this means for ETH as the go-to chain? Let’s discuss!
Do you think the largest asset manager in the world, Blackrock, would recently create ETFs and choose the blockchain for their all their RWA products going forward for a "dead project?" What about the new ETH treasury companies? They think it's dead too? BTC and ETH are very clearly the top two contenders in this market. Lie to yourselves all you want. The faster you swallow your pride and realize this, the less you're left behind.
i believe three key things are the most important for taking any key trade: **1. narrative**: most trades oscillate around narratives, be it in crypto or outside of it... but especially crypto. this cycle, crypto has mostly oscillated around 3 main narratives if you remove BTC/ETH: memecoins, AI and RWA and within memecoins, there are meta narratives that you can trade: e.g. Elon Musk meta (Doge/Bonk/Floki/Shib/Ani), animal coins (Doge/Bonk/Pepe/Kori), financial/market nihilism (Fartcoin/Useless coin), coins in a particular ecosystem (Solana eco/Ethereum eco/BonkFun eco), AI memecoins, etc the market tends to favor some narratives at certain times, and your job is to find these narratives very early and key into them ideally, you want to choose a narrative that is timeless e.g. a trade i was very early to was the politifi narrative heading into the US elections, and while i had called a lot of these trades early and they ended up doing hundreds of Xs at peak, i realized they tend to lose steam when the political event plays out by contrast, DOGE/BONK/FLOKI which are animal coins will always be timeless. USELESS coin/FARTCOIN which are based on financial nihilism will always be timeless **2. community**: memecoins have no intrinsic value. they are basically tokenized attention, which means their value is based on the level of attention around them this is why community is one of the most important things for a memecoin ideally, you want to choose a memecoin that has a strong, cult-like community that continues to talk about it regardless of whether the price is up or down on any given day a coin with a good narrative and no community will not take off until a strong community forms around it **3. access and liquidity**: memecoins are heavily retail-driven, which is why ease of access and liquidity is critical to their success i.e. retail does not want to go through hoops to buy, so you want to make sure buying it is as easy as them clicking a few buttons on apps/platforms they already use this is why it is important to go with coins that have strong liqudity and availability on good CEXs or that are likely to get listed on good CEXs (if you want to be early) if you trade on DEXs, of course it helps if a coin has a sizable liquidity pool... but my definition of 'liquidity' goes far more than that **'volume' is a more accurate representation of liquidity if you can ensure that the volume is organic and not wash volume for a few reasons:** \- it shows that there is strong enough demand to absorb sell pressure which helps hold the price \- it is a key signal CEXs look at to decide what to list, so it improves the odds of a memecoin being listed which then raises its ceiling this is why it is a good sign if a memecoin continues to do a lot of consistent volume in its very early stages of course there are more factors at play, but i've been trading memecoins across multiple cycles now and believe the above to be the most important ones
Sui Avax Ton Ondo (RWA) Bonk (meme) SEI INJ Pump
I’d say if you want a 2-3x you could still buy them, but better returns can be found elsewhere. I’d look into AI + RWA sectors - my picks from those sectors? AI: Bittensor (TAO) RWA: ONDO
Thank you for laying down this answer, to which I have a couple of points: So, Ethereum is a platform in which you build stuff, got it. But then as an entreprenuer and software developer myself, what can I build with it ?, what is useful for ? I see ERC-20 rug-pull tokens, NFT scams and DeFi, (which is not that useful, other than allowing exchange of other ERC-20 tokens with the hopes of "mooning" and speculation) . Stablecoins are nothing more than IOU ( I owe you ) of US dollars, so whoever is issuing this IOUs, have to have the dollars, and you have to TRUST they have them. This seem very prone to corruption and human greed (which has already happen before). Same as RWA (Real World Assets) with Stocks, which are IOUs on the stocks, and moreover, the stocks are not legaly owned by the buyer, but to the broker who issue the Tokenized Stock. I have read couple of the "adoptions" from the link, and cant find anything "build" on ethereum that is out of this scope. Basically re-enforcing the FIAT system that is in place, but using "Ethereum blockchain" as slogan. You mention "obviously one of the most successful aspects of Ethereum has been as a permissionless way to move value". This was precisely the innovation with Bitcoin that Satoshi discovered/invented before and to which all other forms of cryptocurrency tried to adhere. And finally the ETH Token. Having a mathematically scarce asset in Bitcoin to compete with, how does ETH stores value better than BTC ?, thus, serving as better money to the regular economic actor ? Cheers
Responding to u/Chemical-Beat-7663 claiming that nobody is responding to why zbcn is a shitcoin. Let's go with your Pros: 1. Niche RWA utilization in the payroll industry. Ripple focuses on cross border with this focuses on payment in real time with burns and buy backs on going. Utilization with token regulation is healthy. **RESPONSE: This statement has absolutely no meaning whatsoever. Do you even know what RWA utilization is? The fact that you admit that ZBCN has a "niche RWA utilization" means that the banks aren't taking ZBCN seriously yet. Unless you have any other sources other than pulling finance acronyms out of your ass pretending you know what they mean.** 2. First winner in the crypto space for VISA fintech. Having worked in the payfac space I know VISA does their due diligence and is very forward thinking. They don’t align with scams often. **RESPONSE: Please show me where you got this information. They are not the "first winner in the crypto space for VISA fintech". Again, seems like you are pulling out finance terms and big companies out of your ass pretending you know what it means based on common knowledge - you know VISA does their due diligence? WOW congratulations for being so intelligent. I would hope VISA and any other billion dollar company would obviously do their due diligence.** 3. Ripple and Algo partnerships are official and on both websites additionally serious investments have been made. **RESPONSE: So why not invest in Ripple or Algo? And what are "additional serious investments"? $100? $1000? Show us what investments you're talking about.** 4. Acquisition of a compliance company and seeking iso certification. First time a “shitcoin” has done both. **RESPONSE: What compliance company? And it's not ISO certified yet?** 5. Tons of upward potential and good entry point from a mc standpoint. **RESPONSE: That's just your opinion man.** 6. Product ecosystem keeps evolving and the project is by no means stagnant. **RESPONSE: That's just your opinion man.**
Good take. I’ve been doing the same scouting early. One that stood out for me is White Network. Testnet just went live, blazing fast finality, real RWA focus, and full compliance baked in. Feels early but solid.
Absolutely relate. I had a similar shift after getting wrecked on leverage. Switched to lower-risk spot entries, started following testnets and tokens with strong fundamentals. White Network caught my eye recently real RWA use case, testnet just launched.
This kind of wild, chaotic energy is exactly what memecoin culture thrives on part cult, part comedy, all in for the dopamine. Projects like this grab attention, but real power? That's when you mix it with serious tech. WhiteNetwork ($WHITENET) does just that clean infrastructure, RWA focus, but with room to ride waves like this too. If you’re gonna degen, do it with purpose.
"Does chart reading actually help long-term" - no. "low-cap/meme coins" - avoid. Understanding the use case application, development process (i.e. achieving milestones), avoiding security flaws and following enacted policies that become law, are better for this. Thus "Why do you pick a specific coin to trade?" Price history vs ATH, market sentiment, Greed Fear Index. etc. \+ All of the above. This is why DeFi and RWA is likely to gain traction now. The goal is to "make a million slowly"
To be fair, almost all if the UK is already RWA tokenized, and Australia is building its actual dollar on the rail system of Hbar. This doesnt even scratch the surface of how Hbar is being used to defend space satalites by the federal govt. Via wisekey or sealq. Or how Nvidia is building Hbar into their chips for verifiable compute. So I would say the article is wrong. There are a lot of real world ise cases, the world just is busy looking at falsified claims of global liquidity, when the banks already have thay with plaid, and its marketcap is 1/4 of xrp's. And puppy coins.
IMO... BTC. because of all the debt/inflation/printing... Beyond that, if im staying only in crypto, Id be looking at ETH since so much of the infrastructure is built on ETH, the talk of RWA is mighty ETH focused. Im sure there are other plays. Circle just launched an IPO, their stock we looking like its settling into a good spot to open a position. It's gonna be a long term trade, this isn't a day-banger.
> But oracles are juts a tiny part of what link do. Since Link's inception, Oracle is what Link mostly does. Don't need to believe me. Don't just trust what I say. You should check it for yourself. Source: [https://defillama.com/protocol/chainlink-requests](https://defillama.com/protocol/chainlink-requests) > Proof of reserve Proof of reserve for whom and for what? To me, it is one of the most confusing marketing part about Link. Link marines keep saying the most valuable crypto assets won't be native ones, but the tokenized version. But how do you do proof of reserve when the asset isn't even on-chain? You can do all the fancy accounting on the tokenized version, but the weakest link is at the issuer living in the meat space. You can't do proof of reserve when you may have a problem of "garbage in, garbage out". So proof of reserve's unique selling point has to be about on-chain assets - it is not the institutional assets Link marine wants to harp about. > ccip Interchain communication is a very competitive arena, e.g. the Wyoming stablecoin used LayerZero. Providers will choose who can give the biggest grant, like most BS institution adoption, or provide as much as possible at a low cost. When TradFi say, blockchain is an inefficient tech, they are partially right. They are right in the sense that they can achieve a lot of similar things more quickly and cost-effectively in a centralized system. The issue is about trusting that they do things by the book. Well, if you are issuing RWA assets, like Link wants to push, blockchain is very limited in being able to monitor what happens off-chain. The blockchain's advantage is securing assets native to the chain. There is a somewhat inherent paradox with Link's marketing. They try hard to differentiate themselves by overindexing on TradFi assets. But, in turn, it also makes their tech easily substitutable.
what is a lie? that Solana is not capturing any relevant share in institutional adoption of stable coins / RWA? \-> [https://defillama.com/stablecoins/chains](https://defillama.com/stablecoins/chains) that it is centralized with 50% of validators only beeing profitable through delegated SOL from the solana foundation and them unilaterally pushing updates via a discord? \-> [https://x.com/Picolas\_Caged/status/1949867882084520018](https://x.com/Picolas_Caged/status/1949867882084520018) \-> [https://x.com/etheraider/status/1917957332509823054](https://x.com/etheraider/status/1917957332509823054) that double digit % of solana transactions fail, fluctuating between 25% and 75% at any given time? \-> [https://dune.com/scarn\_eth/solana-tx-fail-rate](https://dune.com/scarn_eth/solana-tx-fail-rate)
You can just admit you didn't realize Ondo was the top purely RWA focused coin by market cap instead of doubling down on an even dumber opinion.
i guess jokes on you, Solana is not capturing any relevant RWA or stablecoin value, its all going to ethereum. turns out institutions care if your blockchain is centralized, has outages, 50% failed transactions, can be rolled back by some dudes on a discord server and has as main focus scams and memecoins extracting value from retail. lmao
The "BTC vs Alts" narrative is just about BTC dominance in terms of market cap, most alts are not trying to do the same thing BTC is doing so it makes no sense comparing them "What's the point of alts?" Well, LINK is about oracles, Ondo is RWA, Monero is privacy, some are memecoins, some are stablecoins Each alt has its own point, some are good, most are bad, it makes no real sense to put them all in the same category
3 most popular chains, the most popular interoperability project, the OG AMM, and the biggest RWA issuer. Makes sense.
My general rule is to not shill any token I'm interested in because my goals aren't your goals, we have different risk appetites and different timelines. I'll copy/paste a previous post I made that provides a path to coming to your own convictions: Here's some basic research that could help you best identify reasonable bets in the current market: Go to coinmarketcap and create an account, if you haven't already In the upper right, click on the account and switch currency to "BTC" Then click on Cryptocurrencies in the upper left, and select Rankings. These are your top 200 coins, and how they've performed relative to BTC. The ones that are negative are either coins that haven't pumped yet, or they're legacy dino coins you might want to avoid. Coins that have recently run hard are probably front-runners and may not have much further upside. Most of the largest market cap coins simply can't get much bigger in the remainder of this cycle, so look through rankings 20 through 200. Here's where you need to take it one step further: I wish Coinmarketcap had a 'Launch date' filter, but they don't. But now you'll want to click on coins you might be interested in, and make a note in the summary to see when that coin launched. Any crypto launched in/after 2022 has not seen a bull market yet, are strong (top 200) but haven't yet pumped relative to BTC. Now plug those into TradingView, select a daily or weekly timeframe, and track them relative to BTC. You should see relative strength or weakness that provides some additional validation to your thesis. If you have a higher risk appetite, *maybe* expand that search to the top 500 and pick 1 alt that fits the criteria above & is moving up the rankings. Maybe it's a narrative that you like, e.g AI or RWA or ordinals. Allocate a small percentage (1-3%) to that moonshot, maybe you get lucky. Happy trails...
> Numbers for context: - Aptos hosts about 530m usd in tokenised private credit, treasuries and other assets, third largest RWA network. Kinda weird to specifically note Aptos... yes it is the 3rd biggest RWA network, but it only represents 4.2% of the total share. Whereas the top two are 55.2% and 18.9% respectively... with billions of dollars worth of RWAs. Funny how that detail doesn't get mentioned huh?
Yeah RWA is def growing this time, real assets coming on chain. Just gotta filter out the noise and spot the legit ones early..
tldr; The passage of the GENIUS Act in the US is expected to boost the tokenization of real-world assets (RWAs), according to Aptos Labs' chief business officer, Solomon Tesfaye. The legislation, which establishes a regulatory framework for stablecoins, signals Congress's support for blockchain innovation and is anticipated to attract institutional interest. Tokenized assets, particularly in private credit and US Treasury debt, are gaining traction, with Aptos emerging as a hub for RWA activity, hosting over $540 million in tokenized assets as of June. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
Unlike last cycle RWA are actually coming on chain in increasing numbers (check RWA.xyz) for market stats) but alas, along with that growth come the associated scams and slow rugs.
HNT is about the best RWA I’ve seen, but I wouldn’t recommend it, as it’s one of the worst poorly run projects I’ve ever seen. FET is known more as a ln IOT company, but they’ll fit into RWA in my opinion and I feel will do well. JAM from Polkadot could be one for the future, but DOT/KSM themselves are in the toilet price wise unfortunately.
In a world of no usd though its irrelevant. Stable coins make it the same amount of steps, but this isn't even very important. Sol >usd stable coins > RWF Or even better sol> Rwandan tungsten RWA for example. Its use is more for consumer transfers from minor nation to minor nation, which I doubt is 14%. RLUSD will be more useful than XRP in almost all scenarios. Even more useful will be chainlink. An Oracle is needed in any cryptographic currency or RWA trade. Undoubtedly CCIP will secure the inevitable bridge transactions needed and ACE will make sure that the transaction is compliant.
ONDO and AVAX. RWA is expected to blow up this year.
Maybe just do good moves for crypto? Like tax exemptions for US based cryptos. It's a RWA for Trump's reputation in my book
Interledger Protocol! XRP can process trillions of transactions per second with ILP. That's how it takes over the financial system moving stablecoins, tokenized RWA's, etc.
If you’re looking for promising tokens with long-term potential, definitely keep an eye on $WHITE / WHITENET. WhiteRock is launching WHITENET, which will power their own blockchain the White Network built specifically for institutions and tokenized real-world assets like stocks and bonds. Super fast, fully compliant, and designed for serious use cases. What stands out about WHITENET: • It’s separate from $WHITE, but key for transactions and governance • It supports real asset tokenization (think RWA), with privacy and compliance baked in • They’re doing a fair launch no early investor allocations, no discounts • Supply is purely demand-based: 1 $WHITE = 10 WHITENET No pre minting, no insiders just equal access and actual utility. If you decide to check it out, use referral code:MAX20 for the max bonus after converting here[http://network.whiterock.fi/contribute?code=MAX20](http://network.whiterock.fi/contribute?code=MAX20). Launch is planned for Q3 2025 (between July 1 and September 30), according to the whitepaper. not financial advice, do your own research. But this one has real potential.
> isn't the whole point of a currency that we accept it for convenience (and not barter with other goods like gold?) depends, currency replaced money. the two terms are often incorrectly interchanged, they both dont have the same properties/characteristics. Id say letting people choose which "asset" they wish to hold is a stronger method than currency, everyone can send whatever they have of value and receive what they value back in return. >Surely the endgame here is adoption of a single currency due to its purchasing power (e.g. choosing to accept XRP instead of the stables)? Stablecoins enhance XRP not compete with it. the worlds first DEX was created on the XRPL in 2012, the same is true for RWA's and stablecoins. Both were first created/issued on the XRPL before any of those things were even terms in the space. What really matters is liquidity and value. that is what the XRPL has been focused on, thats why Ripple is issuing RLUSD, it increases liquidity for the XRPL.
Isn’t treasury bills and government bonds the same thing? And this years trend is RWA coins
tldr; China is advancing its stablecoin-RWA ecosystem, aiming to anchor digital currencies with high-quality domestic assets. Minsheng Securities highlights partnerships with firms like Ant Digital and GCL Energy, focusing on tokenizing new energy assets. This initiative could reshape China's digital asset sector, spurring growth in Web3.0 and revaluing fintech firms. Despite growing anticipation, official channels remain silent, reflecting regulatory caution in China's evolving digital landscape. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
Interesting analysis but it seems to be solely based on money supply or "circulating money" . Where do you get your data from? Ever expanding M2? Yes but under relative control. If you are afraid about money supply now wait until QE and the Fed lowers rates then you will see a money-supply tsunami. In my opinion the biggest threat for a surge in inflation is in the tariffs. Until all countries strike "deals" with the Trump Administration nobody really knows the extent of this new consumer tax(tariffs are a tax paid by consumers, NOT by exporting countries). Then we may see the real effect of a 15% tariff on Japanese cars for example. The Crypto market with "underlying value" like BTC,ETH, XRP,SOL is no longer a "random place" for money to land. XRP and Ripple will replace SWIFT for inter-bank money movements. ETH powers RWA tokenization. Stablecoins will become the versions of a digitized US dollar and allow even more consumers to adopt cryptocurrency. I personally do not worry as much about inflation as you do. If you are risk on then the best place to put money is into the crypto "majors". Or you may choose to put money in Nvidia or MSFT.
They are cautiously optimistic about RWA tokenization and Stable coins
> L1 tokens like [$SOL](https://x.com/search?q=%24SOL&src=cashtag_click) and [$ETH](https://x.com/search?q=%24ETH&src=cashtag_click) absorb more value I bet you have the wrong thesis. It will be the native appreciation and adoption that drive up growth, not the other way around. We have already seen it happen. Higher ETH liquidity and market cap are what made ETH the number one chain for stablecoin supply. RWA or whatnot supply will follow the growth of the L1 asset, not lead it. You can already see how low volume xstocks on Solana is. Ppl don't come onchain to trade stuff they can do on Robinhood.
tldr; The RWA tokenization market surged over 260% in early 2025, driven by the U.S. GENIUS Act, which provided regulatory clarity for stablecoins and asset tokenization, boosting institutional confidence. Aptos Labs emerged as a key platform, hosting over $540M in tokenized assets. Currently, tokenized private credit and U.S. Treasury debt dominate the market. The next phase aims to tokenize complex assets, signaling a shift toward mainstream financial infrastructure and deeper integration between traditional finance and DeFi. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
LandDao is still flying under the radar, but the way they’re combining RWA and NFTs is one of the smartest moves I’ve seen in a while.
As the world moves toward a tokenized economy (RWA, gaming assets, digital IDs), how does Bybit envision becoming a key infrastructure player in this ecosystem rather than just a trading platform?
If you are only going on price and not tokenomics. You need more research. RWA’s are the future.
The government's ability to tax it's people is what's backing the USD. The IRS roughly collects $100B to $200B from stock capital gains per year and crypto around $25B per year. The stock market is backed by company earnings and profitability. Bitcoin is not backed by gold, silver, or government promises. Instead, it draws value from its unique combination of scarcity, utility, decentralization, and TRUST in the blockchain. Also comparing USD and bitcoin is not a great comparison. One is a currency and another is an asset class. Every generation had its asset bubble and to some degree and been burnt by it. Current labubu craze Although the toys are typically sold for 50 yuan in China (equivalent to just over $7), the scarcity of them has driven up prices through resellers. This month, a human-sized Labubu sold at auction for over $150,000, and a limited edition release went for over $31,000 Bitcoin talks lot about scarcity as it's main reason to buy and hodl. What are my view? It doesn't really matter. As part of my asset allocation I have my money in crypto. Do I believe it will make me rich? No, but I am very interested in the technology to make our lives better. Whether we like it or not , digital currency , RWA, Defi is coming. This current cycle is building the infrastructure and the next cycle will be regulation and it will kill most of crypto projects (there are 10k active crypto currencies out there) Just becareful out there and don't be a sheep.
I think your econ prof is oversimplifying things. Crypto can very well be backed by something like in the case of stablecoins (USDC & others) or tokenized RWA (PAXG & others). Unlike their traditional counterparts, they can be used in programs. Don't condescend your prof but maybe test their knowledge of crypto on a very basic level. Just see if they actually put research into the topic. If that's not the case, politely suggest they do before lecturing others on the topic.
That site is just a collection of links to all the examples of mainstream companies building applications on Ethereum... it's just quicker than pasting the hundreds of references separately. The biggest asset manager in the world (Blackrock), the biggest card payment company (Visa) and the biggest private bank in the world (UBS) have all deployed RWA platforms to Ethereum to tokenize traditional financial assets... Sony/Samsung, Deutsche Bank and Robinhood have all built Ethereum rollups ('L2s')... Paypal, JPMorgan and HSBC all have Ethereum based stablecoin programs... Etc etc. That link I shared above collates all the references for those examples, plus a comically large number more. I am sorry if that doesn't fit the narrative you have been fed by your preferred influencers.
$YBR is going to be one of the top RWA projects in the near future. The recent partnership with HomeBlocks is just massive!!
Solana. Cheap, fast, 2nd in TVL only to ETH and has a growing rate of tokenizing RWA’s. Big one imo is Ondo.
You must be pretty new to crypto. The PFP thing is only a simple application. Token gating, RWA, identity management, stocks, fractionalized ownership.
La récente montée de Conflux (CFX) est liée à l'annonce de la mise à jour Conflux 3.0, prévue pour août, qui promet des améliorations en termes d'IA, d'actifs réels (RWA) et une capacité de 15 000 transactions par seconde, alimentant l'enthousiasme et la spéculation autour du projet, y compris sur un possible stablecoin en yuan offshore. Cette dynamique semble avoir un effet de contagion sur Nervos Network (CKB), les deux projets étant souvent associés comme des blockchains publiques chinoises
I would go Render and Ada, maybe wait for a dip, also keep an eye on near and Avax price drops. Then have a speculative shot at some low cap RWA or AI coins with a smaller amount.
All are vital infrastructure for a dramatic shift in the word’s financial superstructure and each is US-based. HBAR is ISO 20022 compliant. LINK’s Oracle interacts with the ISO standard for data, it’s got ties to a lot of big projects and it’s got big 1st mover advantage in the Oracle space. HBAR has an upcoming ETF and LINK an ETP. ONDO’s roadmap connects Tradfi at the institutional level to the blockchain and it ticks other boxes that fill out my RWA play. Besides, OP asked 😆
Only 2500? And the rest of your money is responsibly invested? Fuck BTC and ETH (I own both) lol. Get something further down the risk curve that could actually 2 to 5x, or else what's the point during a bull run? Let's be real you're not here for a safe 50% Follow the hype and get some RWA (ondo or avax), AI (virtuals, render) or maybe get yourself a bluechip meme that has the best upside vs risk of them all (pepe, pengu, bonk, doge, fartcoin) and actually have some fun with a couple grand.
You never regret taking profits too early. You always regret taking profits too late. See it as mini cycles, not entirely one really big cycle. If everything goes up, it may go up a lot less. Select alts get bit more liquidity. DeFi Ai, Ai, agents, RWA, utilities, specific meme coins, Extreme outperformance on specific alts. Use probably instead of assumptions. Mindset shift for crypto market. Think in bets. Probabilities are always more important than absolutes. Good outcomes don’t always equal good decisions. And bad outcomes don’t always equal bad decisions. ->mindset shift for evaluating new positions. The whole goal is crypto is to compound small repeated wins over time, which eventually constitute one bigger win. I have an edge I’m going to bet.. Win 4/10? But if you can win 6/10, and pull huge multiples, and make bets repeatedly where you have an edge, eventually, you’re going to have probabilities where you are going to come ahead in the end. Great reminders. Don’t fomo into wrong topics and narratives, easy does it. Large accounts that can take bigger risks, make sure the logic and common sense is correct, even if you lose some, you still have extra to keep for yourself without losing it all. Those that throw out $500k in a $1M portfolio, foolish. The game ends when you lose it all, then you have to start over at your day job to make it back slowly. You can’t rotate if you have nothing left to rotate. You could have made a lot of money or even a 10x, but it doesn’t mean it was a good decision, you could have just gotten extremely lucky. You can lose money on a good trade. But either way, you don’t point out a flaw in your logic. Invalidate a thesis, if something doesn’t look good or feel good, then it likely isn’t something you want to blindly remain locked in, thinking it’s going to go up forever or return to a high price, when really you must admit you’re at a loss, sell, and then carry on. -lack of profit taking -Lack of proper risk management -being overly confident -assign a risk parameter Instead of thinking in absolutes, of whether this coin will go UP or will go DOWN, think in probabilities. And your decision making is the most important thing. Any statistical sample size has outliers. People lose money and have made good bets. That’s just unlucky. People have made repeated bad decisions and have made a lot of money. Ie- people betting pray and spray on memecoins and making 100x.. Lottery winners.. The best you can do is do your best on trades and expect positive value in every single trade. When you enter a trade, have a set of invalidations that aren’t just fundamental, but also technical. When you buy an alt coin- 1- profit taking strategy 2- technical invalidation (Write it down, and stick to them) Very rare you take massive drawdowns to a coin -when you wait for strength and re-entry. At least you’re getting in on a confirmation of strength Invalidation for smaller caps is just as important
Definitely Algo. This season should favor RWA and tech. Algo is so undervalued.
Always exciting when these threads pop up! The vibes definitely feel like liquidity is starting to trickle down from BTC. For me, I'm keeping an eye on a few different buckets: \- Layer 2s (Arbitrum, Optimism): Still feel like they have room to run as adoption grows and Ethereum scales. \- Real-World Assets (RWA) plays (e.g., MakerDAO, Centrifuge for exposure): If institutional money comes in, tokenized assets will be huge. \- DePIN (Render, Filecoin): Decentralized infrastructure just makes sense long-term. I'm avoiding the pure memecoins for now unless it's genuinely 'play money.' As always, DYOR, and don't ape into anything just because someone on Reddit said so!
Please do research, start with bull run and bearish, etc, you either go for tech wise RWA or eth and bitcoin, never put in meme and most important is tokenomics.