RWA

counterboy12

Rust is a horrible dev language. Use Cadence instead, it’s build specifically for secure smart contracts and asset ownership like RWA‘s

mrmogul914

For sure tokenized real estate. Are you familiar with RWA space.

SkyEnvironmental7746

Fassets go look at current XRP on network being used for defi. over 150M. FBTC coming. When that happens price will mature the network. I can’t sit here and explain everything it’s to much. But on top of RWA real world assets and being attached to FBTC and FXRP TVL will shoot Flare above $0.15-$0.30 by 2030

Routine-Can-1678

No, no Ethereum. Ethereum is a DeFi coin. You need people to bring money from a bank in real life into the Ethereum chain for Ethereum to have value. That's why it suddenly underperformed in 2022-2025, because the DeFi craze was over when interest rates at an ordinary bank got high enough. Ethereum requires you to gamble on how much interest rates will be, how much RWA tokenisation will be brought to Ethereum, how much DeFi activity there will be, how much will be cannibalised from its own L2s and copycat EVM protocols. Bitcoin is far better as you can buy it at any price and be sure it'll be more valuable over time. Ethereum, you'd have no idea.

OscarCorterz_20

I think this is where a lot of RWA discussions get oversimplified. Everyone talks about fractional ownership and blockchain, but if the company behind the asset can't actually operate it, the token doesn't magically create value.

Old-Director-6727

Yes, stablecoins would definitely become a truly mainstream crypto product, but this is not a good thing; stablecoins are just centralized products with wrapped dlt. It's not a decentralized use case so technicallly its just using one aspect of "crypto product", the same is currently happening with all the on-chain equities, commodities, as well as any other RWA use case (other than hyperliquid)

mrmogul914

This is definitely a step up from the old CFD-style tokens, but I have major questions about how the "real liquidity link" actually holds up during stress. Traditional markets settle in T+2 while blockchain settles in seconds—so who eats the slippage when Nvidia drops 5% in two minutes? More importantly, how do they handle the 4:00 PM to 9:30 AM EST gap when the NYSE is closed? If the token freezes or de-pegs during after-hours earnings while the underlying stock is moving 10%, it defeats the whole purpose. I also worry about the regulatory hot potato: if the SEC decides this RWA issuer is selling unregistered securities, do our wallets get frozen, or do we get a redemption window? To answer your question about other platforms—Binance's old stock tokens tracked fine during market hours but were a nightmare after hours, halting right when you needed to react. The real stress test for Bitget isn't the 0.1% fees or the dividend conversion; it's whether I can sell this token at 2:00 AM during a market crash and actually find a buyer at a fair price. If the order book dries up the second Wall Street closes, then this is just a prettier version of the same old problem. I'm bullish on the *idea*, but I need to see how the peg holds during a black swan before I put real money in. I am working with a Platform that allows me to diversify and invest in RWAS specifically tokenized real estate. Wishing you the best.

MinimalGravitas

The biggest financial institutions in the world have already deployed multiple RWA tokenization projects and all speak of crypto as the future for the financial system: * Biggest bank in the world by market capitalization: [JP Morgan](https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-jpmorgan). The head of JP Morgan, Jamie Dimon has said that *“crypto is real, it will be used by all of us.”* * Biggest asset manager in the world: [Blackrock](https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-blackrock). Larry Fink, the head of Blackrock, recently said wants the entire financial system on &"one common blockchain",* and referred to Ethereum as the *"toll road to tokenization"*. * Biggest wealth manager and private bank in the world: [UBS](https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-ubs). The CEO of UBS, Sergio Ermotti stated recently "Blockchain is the future for traditional banking". * Third biggest asset manager in the world: [Fidelity](https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-fidelity). The CEO of Fidelity, Abigail Johnson, said *"the current financial system is the most complicated web of basically reconciliation processes built on primitive technology — and that blockchain will eventually replace it."*

Grouchy_Science1847

Absolutely wild growth — going from $5B to $32B in just over 2 years shows RWA isn’t just hype anymore, it’s the future of bringing real value on-chain. If you want to stay ahead of this shift and trade alongside the action, BYDFi is a great place to be. They’re running their July referral event right now where you can trade and share 7,000 XRP, plus the Green Pitch Finals are live — you can support promising projects and win from a $400,000 prize pool.

Total-Literature447

This and RWA

Old_Network1961

Mostly yes. And considering that we asking for more adoption it makes perfectly sense to see this. Institutional adoption accelerating across RWA sectors. Imo, the workflow layer coordinating settlement, compliance and reconciliation across those stablecoins is the next infrastructure race

sigh_duck

Stables, RWA, perps, Lending/Borrowing, memes, and gambling are so far the biggest volumes for crypto. Lets the people decide what its good for, rather than trying to shove blockchain tech into things where it doesn't need to be.

arturas_rizen

Is it a CLOB? I am a fan of RFQ implementation for anything RWA related. Specifically, I like Carbon Terminal. They have CFD level liquidity in their beta where you can earn dividends off your positions.

jawni

when you say "shit like this", do you mean everyone being duped by a quote taken out of context? Because yeah, when someone posts this and every single comment is just handwringing and pearl-clutching, it does make me a bit bearish. The actual statement made from Vlad? Nah, doesn't make me bearish at all, it was a completely innocent statement. The actual quote from the tweet: >While we’re building robinhood chain to be the best chain for RWA … it works great for memes too https://x.com/vladtenev/status/2074695821896065360

RWA_Maxi_1

the launch of Robinhood Chain is being billed as the moment that RWA, especially tokenized equities, become “mainstream”, even with Robinhood’s eye-watering user base (27.4 million funded accounts), history shows that simply porting assets on-chain doesn’t guarantee meaningful adoption or composability. look like battle "on-chain" wars will not seize to wage on, despite big ambitions, protocols have rarely broken $1 billion TVL for tokenized treasuries or bonds, and user counts often stagnate in the tens of thousands. will it be different this time?

Educational_Cable405

You can staple an order book onto anything, that part's easy. The problem with RWA is that liquidity only holds as long as the underlying can actually be pulled out fast, and most of these things can't. Add any stress and the token starts trading at whatever discount reflects how slow redemption really is, so the liquidity evaporates at the exact moment you wanted it. I'd flip the framing: liquidity is just a readout of how much people trust the redemption plumbing. Fix that and depth follows, chase depth first and you're renting it from a market maker.

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 48th place ($48.2M vs $154**B** for the market leader): https://defillama.com/stablecoins/chains * It has basically zero RWA adoption, in 19th place ($90M vs $15.9**B** for the market leader): https://app.rwa.xyz/networks * It has basically zero DeFi adoption, in 39th place ($43M vs $37.3**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. It is dead.

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 48th place ($48.2M vs $154**B** for the market leader): https://defillama.com/stablecoins/chains * It has basically zero RWA adoption, in 19th place ($90M vs $15.9**B** for the market leader): https://app.rwa.xyz/networks * It has basically zero DeFi adoption, in 39th place ($43M vs $37.3**B** for the market leader): https://defillama.com/chains The only real use case was when they gave Atma free transactions, and then they still abandoned the network! It is dead.

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Post is by: GaryChris55 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1ujgvun/can_defi_replace_macro_brokers_in_2026_i_want_to/ Will start with some context first. I've been fully self custodial for a few years now, no CEX accounts, everything sits in my own wallets (after what happened with FTX I just couldn't anymore). I follow geopolitics closely and usually hold strong views I want to capitalise on. I want to print at crucial macro events, gold during rate cycles, Nasdaq around earnings season, dollar around CPI prints… but I can't. The moment I want to act on a view, I have to either open a brokerage account (counterparty risk, KYC, possible account freeze) or go to a CEX, which I won't. So I spent the last month specifically looking for on chain solutions for RWA trading. I just wanted a single trusted perp with exposure to gold, indices, commodities and forex straight from my wallet. But this space is way more crowded than I expected. From the outside it looks like a few protocols are doing this seriously, with real infrastructure to handle out of hours pricing and market open gaps, and I know that's actually hard to get right. Gains Network/gTrade has been doing RWA perps since 2022, Ostium is the newer one that's more RWA focused (gold and metals are a big chunk of their volume), and then Hyperliquid is pushing into equity style perps from the crypto side. Different tradeoffs on each. Some prioritise 24/7 availability, others seem to pause or behave differently around weekends and gaps to keep pricing accurate, which I'd actually want for something like gold. I'm still evaluating the stuff that actually matters: how the LP side economics work in practice (on a lot of these you're effectively trading against the pool, so I want to understand that before sizing up), and whether rollover rates are genuinely transparent or just hidden fees with a nicer name. Has anyone been trading RWA perps on chain for a while? What platform do you use, and which ones are actually transparent with their fee model? *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.*

MinimalGravitas

Is that your theory as to why they keep building projects on Ethereum and it's rollups? https://ethereumadoption.com/built-on-ethereum?view=byEntity#entity-jpmorgan That's 7 different things (RWA funds, a stablecoin, an interop protocol, etc) in the last 12 months.

cryptocheeta

I will be honest I think its Zigchain RWA

BrisingrReborn

I've seen Canton is one of the top RWA chains. I hadn't really heard much about it until like just a month ago

Phantasmaaa

RWA projects are the play

CopynCat

Everyone’s just gonna say the bullshit they’re invested in. I’m in 5m (used to be 500m) market cap and 2m (used to be 100m) market cap coins because my brain is smooth and I want the big dirty risky gains. Do your own research, buy the hype before its hype. AI and RWA Coins?

ConsistentRub934

LINK is a decent start. I’d look at coins with actual usage and products behind them, not just old ATH charts. NEXO, AVAX, INJ and maybe some RWA names are worth checking among others, but I’d still avoid going all in on one narrative.

Sapodilla101

> Again, hard to divide physically. Again, we have tokenized gold now. > What other blockchains could possibly be better as a final settlement layer? RWA transactions are popping off on Ethereum, its L2s, and Solana.

Sure-Benefit2023

I think alts need to be watched by category, not as one big group. L1s, AI coins, DeFi, gaming, memecoins, RWA, and infra can all behave differently depending on liquidity and narrative rotation. When people say “alts are dead” or “alts are back,” it usually hides a lot of differences. A smaller watchlist with clear categories is probably more useful than trying to track every coin at once.

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Post is by: TheShadowScorp and the url/text [ ](https://goo.gl/GP6ppk)is: /r/VaultBags/comments/1ufapio/why_im_watching_vault_early_instead_of_chasing/ I’ve been spending more time looking for crypto projects with an actual long-term reason to exist instead of just chasing the next meme pump. One project I’ve been watching closely is VAULT. What caught my attention is that it’s not trying to sell itself as “the next 1000x meme.” The bigger idea seems to be building a token around real world asset exposure and long-term holding incentives rather than pure hype. That’s what stands out to me: * focus on utility over temporary hype * potential exposure to real-world value-backed concepts * a model that seems more aligned with holding and compounding vs constant flipping * community still early enough where people can actually get in before the crowd notices Most of crypto still feels like musical chairs. Projects pump, insiders dump, and communities get wrecked. I’m a lot more interested in projects that are trying to bridge crypto with actual assets, yield, and long-term use cases. Curious if anyone else here has looked into VAULT yet or has thoughts on where RWA-style crypto projects could go over the next cycle. If anyone here is already researching early RWA / RWU focused projects, I’d like to compare notes. NFA & DYOR X: @VaultBags VaultBags X Community = https://x.com/i/communities/2036662368902553754 Thank 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.*

NoSleepDad2023

RWA. Tokenizing stocks mainly.  Other than that it’s a casino of meme coins 

hoppeeness

Opposite. Many alts utility is finally being productionalized. It’s BTC that won’t 1000 or even 10x. With tokenized RWA’s BTC’s use cases are very narrow and don’t apply to most people.

SadExtreme8597

the "patchwork" framing is fair for a lot of what's out there right now. most tokenized stock products are just wrappers, like same underlying, different rails, with extra steps. it gets more interesting when tokenization changes the settlement layer. t+0 settlement, fractional ownership that's genuinely programmable, collateral that moves across protocols. that's a different thing from putting a stock ticker on a blockchain and calling it innovation. the RWA space is still very early and a lot of it is still in the "bandage" phase you're describing. but the infrastructure question underneath it is real lol

FollowingFriendly505

Recently started a small position in my portfolio filled with what I believe are some of the cryptos most likely to still be around in 2032-34. Since I expect RWAs to be a regular thing in about 4 years, my take (just as almost everyone) is that altcoins centered around financial bottlenecks will become an international standard for banking and investing infrastructure.As for my current portfolio, my holds are SOL HYPE ONDO LINK VIRTUAL MORPHO Even though HYPE and VIRTUAL won't capture value from direct exposure to broad RWA adoption, they are just too hard to simply overlook.

Most-Use-2167

Tbh XRP and XLM were really growing on me, but after actually doing the math. Even with XRP doing 1 billion transactions a day, that would only generate $12,000 in on-chain fees a day at the rate of USD .000012 per transaction as it currently is. I’m kinda lost on the value of these ultra-low fee compliant ledgers like XLM and XRP now. I think there’s some legitimate use-case for RWA projects that form a global bridge for things like stocks and bonds to be traded. But the actual L1 infrastructure itself… I mean VISA only does 901 million transactions a day… I don’t see where the actual L1 itself is supposed to generate the revenue that justifies its current valuation.

Spiritual-Summer8184

tokenized metals is lowkey one of those use cases that actually makes sense for RWA, like rare earth materials are notoriously hard to get exposure to otherwise. curious how the liquidity holds up when people actually try to exit positions though

Weird_Evidence6587

With the market currently flushing out leverage and testing absolute macro patience, the focus has drastically shifted away from pure hype. A lot of people are quietly DCA-ing into solid Layer-1s like Solana and BNB that are actually holding up structural volume, while the risk-on capital is heavily rotating into Real-World Assets (RWA) and AI utility protocols. Honestly, the best move right now isn't chasing whatever is pumping on Twitter, but grabbing the boring infrastructure plays with actual fee generation while everything else is bleeding. What sectors are you leaning toward?

financeguruIB

$SOL will lead the bull cycle. Internet capital markets, RWA activity at ATH and Ai agents all on chain.

financeguruIB

I love that. $SOL will lead the bull market along with other majors. Solana = internet capital markets / RWA activity leader/ ai agents ….. all on chain

synthwave_man

High caps: ETH Low caps: ANYONE (privacy) and DEXTF (RWA)

Brave_Respect1975

Be patient solana is a good RWA 👍

PeteyPab305

I agree w/ you, BTC will never be the more than a settlement layer, unless we want to drop fees, and price points, using it as collateral for what I assume will eventually be a stable coin "everyday" commerce layer, alongside RWA's and their associated networks, of who will win idk, it will probably be a bifurcated market. At-least that's what the Gov. is pitching in the Clarity Act. I don't believe the digital gold thesis, I don't believe the defi money thesis, I think it's literally a peg for the entire crypto market, because it's wealth that has already been tied up in the network, all the equipment, power consumption, etc.

Electronic_Quote399

Solana processes an average of 100 million or more transactions per day, averaging over 3.4 to 4.1 million daily active users right now. A dead chain doesn’t maintain millions of participants interacting with smart contracts. Its held the number 1 spot across the entire crypto industry for DEX trading volume for five quarters, controlling over 30% of the entire market share. RWA sector recently crossed 2 billion, more than ethereum.

WanderingSelf

Why stupid, they look for RWA path, a typical exit.

PeeOnDusk

the reason why "this time is different" is actually true is because there are other speculative outlets out there. it's easier than ever to gamble now on sports, prediction markets, 0dte, AI trade, IPO's, and RWA on perp dex's. people no longer need crypto tokens to speculate, they can do it everywhere else now. so it''s true, THIS TIME IS DIFFERENT and for the better. useless protocols (Both L1 and L2) will die. stupid shit like meme coins are done. why would you speculate on a rug pull that a single moron has control over when you can gamble on poly market (where you think you have an edge), or on the momentum trade like ai. this is a good sign for the industry. it is maturing, and ultimately, only the strong networks will survive, with utility: 1. Store of value (bitcoin, zec) 2. public infrastructure (eth, sol) 3. revenue generating tokens (hype, Lit, other perp dex) in terms of the token prices for these majors, who knows. no one knows how to price eth the asset. clearly no one knows how to price btc either and how to deal with the volatility. and what's the appropriate FDV/Rev multiple for Hype or Lighter? we will find out soon enough I think there is clear upside on all these categories in the next 4 years

ChangeHeroOfficial

Love seeing the RWA space mature like this. When multiple players are all generating real fee revenue, it signals genuine product-market fit across the sector, not just hype around a single project.

ChangeHeroOfficial

$650M in onchain private credit for equipment financing is a meaningful commitment. If credit quality and onchain transparency hold up, this could become a notable case for the RWA space.

BakingBreadBB2

I kinda agree but when it comes to things like RWA you need to have some kind of KYC protocols to prevent outright fraud

AlbiBambi

>The tokenization of real-world assets (RWAs), spanning commodities, equities, and private credit, is now a $25 billion market, having quadrupled from roughly $6.4 billion a year ago. These numbers still feel crazy to me. RWA isn't growing, it is exploding, and we are still treating it like a marginal part of crypto

Routine-Can-1678

RWA things (Ondo, Hyperliquid) Kaspa Ethereum + Solana That's about it

Patient_Craft2195

This is the right question. The "still shipping in a flat market" filter strips out 95% of crypto and leaves the projects worth watching long-term. My honest list: * **Bitcoin Core devs** — Already proved it. Built through 2014-2017 silence, 2018-2020 winter, and 2022-2024 contagion. Zero salary, mostly volunteer/grant-funded. The original conviction project. * **Ethereum Foundation + client teams (Geth, Reth, Nethermind, Lighthouse)** — Multi-year roadmaps (Pectra, Fusaka, Verkle, Statelessness) that exist regardless of price. Funded through endowments, not token-pumped treasuries. * **Monero contributors** — No premine, no foundation, no marketing. The fact that Monero is still actively developed despite delistings from every major exchange tells you these are mission people, not market people. * **Bitcoin L2 builders (Stacks, Spark, Citrea, BitVM teams)** — Building infrastructure that takes years to mature and won't have a clear "moment." Pure conviction work. * **Nostr protocol contributors** — No token. Literally cannot pump. Still shipping. * **Sigma chain projects (Ergo, etc.)** — Tiny communities, almost no speculative interest, still active development. The smallest tell: when a team keeps shipping with no audience, the motive can only be the work itself. * **Cypherpunk privacy stuff (Zcash dev teams, Wasabi/Samourai-style projects)** — Building tools that some governments actively don't want to exist. Wrong incentive structure for grifters. Notably **not** on this list: most L1s with VC overhang, most "AI agent" projects, most RWA tokenization plays, almost all memecoins. These are largely *because of* market conditions, not despite them. The filter is: would the team show up if the token went to zero tomorrow? If yes, they're builders. If no, they're sellers using a token as the product.

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Post is by: samlion1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1u0jdr4/why_big_banks_are_building_blockchain_networks/ For years, the relationship between traditional banks and the cryptocurrency industry appeared defined by conflict. Banks questioned the legitimacy of digital assets, while crypto enthusiasts criticized the inefficiencies of traditional finance. Meanwhile, regulators struggled to determine how emerging blockchain technologies fit within existing financial frameworks. Yet behind the headlines and public debates, a remarkable shift has been taking place. Some of the world's largest financial institutions are no longer asking whether blockchain technology has value. Instead, they are actively investing in it. From tokenized deposits and digital settlement networks to blockchain-based payment infrastructure and asset tokenization platforms, major banks are increasingly embracing the technology that once threatened to disrupt them. This global shift raises an important question: **Why are banks suddenly racing to build blockchain networks instead of fighting crypto?** --- ## Solving the Multi-Trillion Dollar Settlement Problem The primary operational reason banks are focusing on blockchain is simple: **Traditional financial settlement is highly inefficient.** Even in an era of instant global communication, many financial transactions still require multiple intermediaries, clearing houses, and lengthy manual reconciliation processes. Here is how the legacy system compares to blockchain networks: [Traditional Bank Transfer] -> Intermediary A -> Intermediary B -> Clearing House -> [Recipient Bank] (Takes 2-5 Days) [Blockchain Network] ---------------------> Direct Ledger Settlement ---------------------> (Takes Seconds/Minutes) For institutions managing trillions of dollars in assets, even modest efficiency improvements generate billions in operational savings. --- ## Tokenized Deposits Could Change Commercial Banking One of the most closely watched developments is the emergence of tokenized deposits. Unlike public cryptocurrencies, tokenized deposits represent traditional commercial bank money operating on blockchain networks. Many analysts believe tokenized deposits will become one of the most important bridges between traditional finance and digital asset infrastructure, offering real-time payment processing, programmable settlement via smart contracts, and 24/7 liquidity management. --- ### 📖 Read the Full Deep Dive on Ecency! This is just the beginning of the institutional shift. In the full analysis, we explore: 1. How **Stablecoins** forced central banks to accelerate their Web3 plans. 2. The multi-trillion-dollar race for **Real-World Asset (RWA) Tokenization**. 3. **Regional approaches** and the shifting regulatory landscapes between the US, Europe, and Asia. 👇 **Click the link below to join the discussion and read the complete report on Ecency:** 👉 [Read the Full Article on Ecency](https://ecency.com/@cryptonexhive/why-big-banks-are-building) --- *Published by Cryptonex (https://cryptonex.vip) for educational purposes.* *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.*

Dependent-Stuff-8982

Btc investments will move to Defi, Eth and tokenized RWA. The moment is coming when eth will decouple due to clarity act. There's norhing to look forward to on Btc other than continued fails as an inflation hedge (digital gold narrative is dead) and general uselessness of the token for other use cases.

Euro347

**"Tokenization 2030: Wall Street On-Chain,"** outlines a massive paradigm shift where the real-world asset (RWA) tokenization market is projected to skyrocket from around $17 billion to a **$5.5 trillion base case by 2030** (and up to $8.2 trillion in a bull case).

counterboy12

I know you‘re being sarcastic, but the non fungible token part of it (the actual technology) is will and is silently chaining the industry. (RWA‘s are NFTs)

MinimalGravitas

> What projects on ETH chain are successful? Blackrock's first tokenization project 'BUIDL' launched with $100M worth of tokenized treasuries on Ethereum, it has grown to over $800M: https://etherscan.io/token/0x6a9DA2D710BB9B700acde7Cb81F10F1fF8C89041#code It has been so successful that Larry Fink was speaking at Davos this year about the benefits of moving the entire financial system onto 'one common blockchain': https://www.dlnews.com/articles/people-culture/blackrock-ceo-larry-fink-wants-the-entire-financial-system-on-one-common-blockchain/ Since then Blackrock have announced 2 more Ethereum based RWA projects.

MinimalGravitas

Kudos, I echo your thoughts almost exactly. Current market prices don't in any way impact the fact that the biggest institutions are right now building the future of global financial infrastructure on Ethereum. Literally in just the last month we have seen new RWA tokenization projects from Blackrock (the biggest asset manager in the world), JP Morgan (the largest bank by market capitalization in the world) and Fidelity (the 3rd biggest asset manager in the world)... that's just in the last 30 days. Long term I have never been more confident in Ethereum's success. Adoption is happening, and the fact that most people haven't noticed is a gift to the future of those that do.

ciralu

The perps launch timing is what I'm watching most closely. That's when we'll really see if the RWA trading thesis holds up.

Solid-Individual-913

The problem with being this level of delusional is that the internet in 2000 was useful and crypto is still useless. Do people even talk about Web 3.0 anymore? Decentralized social media, ID, PIN, media, etc? Web 3.0 got replaced by DeFi, NFTs, RWA and a bunch of other useless shit that only serves to keep the scam going. At this point smart contracts from ETH SOL ADA or whatever are no different than any of the promises of bitconnect. More than a decade and nobody knows what the hell crypto does or what it will do. At the same time AI has revolutionized the world. AI is doing it all. War, cybersecurity, hacking, your homework, etc. We don't need a delusional conversation. If you have anything to say, use coherent arguments rather than aspirational commentary.

Accurate_Salt2613

Yeah looking for an L1 play and also RWA and AI

DeaderthanZed

Six figures? Sheesh…even assuming some massively greater adoption of crypto in the future why would that benefit these three crypto tokens specifically? There are hundreds of chains what differentiated these three? Where do they have product market fit? What useful and/or popular apps are on these chains? What RWA integrations? Is there any onchain activity at all any reason why any real crypto participant would generate real and meaningful activity?

Worldline_AI

You're on to something, and it's not about the price, rather the price action is confirming that Bitcoin has lost its purpose. It is no longer this money outside the system, it has been co-opted as part of the system, and now the same manipulation and centralization Bitcoin was supposed to fight against, is showing up in the cycle. Micheal Saylor, the ETFs, etc, they've killed the spirit animal of Bitcoin. Hopefully, Ethereum will fare somewhat better, via utility, RWA, AI, DeFi, but that's also on the balance.

OscarCorterz_20

RWA is pretty much the only crypto sector that is seeing constant growth right now. Seems like a good opportunity if you make the right plays while the whole market is red

siegsage

United States Treasures. ah, cryptosub, sorry. I meant RWA US Treasures

SadExtreme8597

lemme try giving an example. lets take nvidia. it sells picks and shovels. they make profit. token projects raised billions promising the same  but around 90% of tokens are down 80%+ from ATH and still dropping through every unlock cycle. infrastructure play worked. token model didn't. whether crypto recovers depends on finding its own picks-and-shovels trade. RWA and tokenization are probably the closest thing right now with assets, yield, utility. But honestly, most of it is still vaporware wrapped in a whitepaper. early early days.

Sothisismylifehuh

RWA on Ethereum? Bitcoin isn't needed.

Patient_Craft2195

"Crypto feels dead" is historically the most bullish chart pattern in existence. Every cycle ends with this exact post. 2018, 2020, 2022 — same wording, different decade. But here's the actually-interesting part: this cycle is structurally different. Tech stocks ate the speculative capital because they're delivering AI revenue right now, and crypto's "innovation pipeline" has been recycling the same narratives (AI agents, RWA, prediction markets) for 18 months without a normie-facing product. That's not death, it's a narrative vacuum. Big difference. Rotation always comes back — capital chases the asymmetric bet, and a sub-$2T asset class still wins that math against $20T in megacaps. But it doesn't come back because crypto begs for it. It comes back when one product finally breaks containment to non-crypto users. Until then, this is what dead-money looks like.

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Post is by: Tough_Commercial_103 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tucmok/hyperliquid_hip3_now_does_44_of_all_perp_dex/ few months ago this was a category nobody outside the perp DEX bubble really thought about. now it's the only DeFi category actually growing. RWA perps (basically tokenized stocks, commodities, FX and indices that you trade with leverage onchain instead of through a broker) hit around $525B of volume in Q1 2026 alone, more than the entire 2025 total. and one venue is taking most of it. quick state of the tape, in case you've been off twitter. Hyperliquid's HIP-3, the upgrade from Oct 2025 that lets anyone launch their own perp market using Hyperliquid's infrastructure, is now around 44% of all perp DEX volume. the main deployer, trade. xyz (built by Hyperunit, which is Hyperliquid's own tokenization arm), sits at roughly $2.6B in open interest on RWA perps, which is about 90% of all HIP-3 activity. of the top 30 markets on trade. xyz, only 7 are crypto pairs. the rest are tokenized S&P 500, NASDAQ, individual stocks, gold, silver, crude. so the obvious question. with HIP-3 letting anyone list whatever they want on top of Hyperliquid's liquidity and 24/7 model, is there still a real niche for the smaller, pool based RWA specialist DEXs (Gains Network, Ostium, GMX, Synthetix)? honest read after using a few of them over the last 6 months. the weekend question is the whole argument, not a side detail. trade .xyz keeps RWA markets running 24/7 and handles the weekend volatility by letting the funding rate move dynamically to absorb it. the RWA specialist DEXs mostly halt trading when the actual underlying market is closed (gold market closed, stock market closed). people frame this as "the smaller venues are missing 24/7 trading", but the real tradeoff is simpler than that. halt and freeze gives you accurate price and zero gap risk, but you give up weekend volume. 24/7 funding gives you continuous liquidity, but you pay for it through the funding rate, plus any weekend gap that lands on Monday open. these are different products for different traders. if you want to short oil at midnight because Iran is posturing again, Hyperliquid is the venue. if you want your stop to not get gapped through on Monday's gold open, the halt model is. the "you trade against the pool" critique applies category wide. GMX has its GLP pool. Gains has its gDAI pool. the newer designs use a dual pool setup where a buffer absorbs trader profit and loss first, and the LP pool only takes the other side of the trade if the buffer runs out. in profitable streaks you're ultimately drawing from the pool, full stop. some designs reduce the trader versus liquidity provider zero sum thing better than others, but none completely get rid of it. HL HIP-3 just pushes the same risk onto whoever deployed the market. trade. xyz mostly, and they lose part of their stake if the oracle or risk settings break. where the RWA specialist DEXs still have a real moat is in the asset list and the time spent building it. handling FX trading windows, commodity contract rollovers, equity opening gaps and per asset holiday calendars is genuinely not trivial work. Ostium runs over 50 markets with around 95% of open interest in non crypto pairs, held more than half of all onchain gold open interest through the recent runs above $4,500, and built a custom oracle (with Stork) around exactly those problems. Gains has been doing FX spreads at around 0.01% on majors for longer than anyone. trade. xyz is still rebuilding that schedule logic and isn't ahead on it yet. tldr. HL HIP-3 is going to keep eating the "everything perps on one chain" thesis, and that's the bigger trend. but that's not the same product as "RWA perp DEX with deep non crypto coverage and a halt and freeze solvency model" or "FX spreads tighter than your CFD broker". both can coexist. the lazy "X is dead" framing every time Hyperliquid ships an update doesn't actually answer the question per trader. *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.*

Illustrious-Boss9356

I think ETH and SOL are sort of competitors in the same space. Chainlink is competing in the RWA/Oracle space. BTC is the only one w a unique space but it is the slowest and oldest tech of them all.

ShillBandit

if I open coingecko those are the new pairs with less bagholders hype, canton, sui, tao, aster, ondo, pepe, worldcoin, Stable, Venice, Ethena, Aptos , Arb, Pump So there's a lot of choices, but they're not that many as you can see. Also from that list I will remove pepe / Pump, because they are tied to Meme meta, which to me is the equivalent of DeFi meta in 2019-2020, which severely underperformed in 2021. Hype is overcrowded, but that's not necessarily a bad thing ( SOL was overcrowded at 8$) Arb, I personally dont like it, I don't see how L2s gain any momentum The rest is good, pick whatever narrative you like. AI: TAO / Venice/ WLD, I wouldn't pick near because they have a lot of bag holders so your upside is capped L1s: Pretty tough one, but SUI, is with bias, my favorite. Not because it's revolutionary, I just think it has all the ingredients for a good FU pump. It covers: \- institutional buying : cme / etfs \- covers "new narrative" : move \- they constantly ship stuff, so they'll always be relevant \- chart looks better than other L1s Negative press at the moment, so will get good entries APTOS: Been debating myself for this one, I mean it seems very risky, but it's not really, at 0.9 below VC prices, so I don't know. RWA: ondo Stables coins: ENA / STABLE Perps: HYPE obviously cycle leader can't be denied (I hold none) Aster follow up trade and CZ revenge arc ( I hold none neither) Pick whatever you want honestly

KodineDreamin

Numbers don't lie, Stellar has nearly 2 billion$ real-world assets (RWA) from big named institutions like Franklin Templeton using the Stellar blockchain to manage assets on-chain. How does big institutions adopting technology not a proof of legitimacy? What do you think DTCC with their trillions manage is going to bring onto Stellar lol

KodineDreamin

Numbers don't like, Stellar has nearly 2 billion$ real-world assets (RWA) from big named institutions like Franklin Templeton using the Stellar blockchain to manage assets on-chain. How does big institutions adopting technology not a proof of legitimacy? What do you think DTCC with their trillions manage is going to bring onto Stellar lol

unknowclown357

For real. I feel like I have whiplash. Last week it was RWA, this week it's celebrity memecoins, tomorrow it'll probably be decentralized socks or something. Can't keep up.

Patient_Craft2195

It's neither, really. The biggest problem is *narrative whiplash.* Every cycle, crypto changes what it claims to be — sound money, web3, NFTs, AI agents, RWA, prediction markets — and normies can't tell what they're actually being sold. Usability and trust both downstream from that. You can't trust something whose pitch changes every 18 months. And you can't make usable products when the entire industry pivots before the last one finishes shipping. Fix the identity crisis and the other two start solving themselves.

cointon

They are just the first, all of these blockchains and more are partnered with the DTCC for RWA’s and tokenization: https://www.erc3643.org/members

Zaytion_

2026 is the year of tokenization and RWA. Big things are happening if you know where to look.

StaticAutomatic202

Actually, it does. Even if we take BTC to zero from here, if there is value to be found in RWA and money to be made, that specific sector will have to become independent from the rest of the market eventually. Most companies from the dot-com bubble are not around anymore, but the bubble itself didn’t kill the tech industry…

StaticAutomatic202

Yeah. Infrastructure is being built every single day, and institutional interest for RWAs keeps growing. That can’t be a signal of a failing industry, even though it may seem like it when you read online discussions about RWA.

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Post is by: Accurate_Salt2613 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tpaetm/take_a_look_at_this_project_might_be_a_runner/ I think the next run would definitely be RWA/DeFi focused. Many future gems in the gutter at the moment. One of them I believe is IXS, recently launched their "Bitcoin Real Yield" product and partnered up with BitGo. Tokenomics looks very healthy, fully circulated with buy back and burn from revenue generated from their SaaS platform. This project is worth a look imo. Read more at: [https://medium.com/@marwolwarl/ixs-the-god-tier-rwa-low-cap-you-joined-crypto-to-find-7dbea9c27cd2](https://medium.com/@marwolwarl/ixs-the-god-tier-rwa-low-cap-you-joined-crypto-to-find-7dbea9c27cd2) CMC: [https://coinmarketcap.com/currencies/ix-swap/](https://coinmarketcap.com/currencies/ix-swap/) *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.*

Accurate_Salt2613

https://preview.redd.it/p5esjfkndp3h1.png?width=914&format=png&auto=webp&s=1de8adb470570fffb5a090e0cb24b5632420f34e Take a look into this project if you're interested in RWA, recently launched their "Bitcoin Real Yield" product and partnered up with Bitgo

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Post is by: StaticAutomatic202 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tp70hc/while_most_of_crypto_feels_stagnant_tokenized/ I know everyone is focused on memecoin fatigue, weak alt performance, and whether retail is fully checked out right now, but one sector that keeps quietly growing is tokenized RWAs. Feels like every couple of weeks there’s another announcement involving tokenized treasuries, credit products, bonds, or yield-bearing instruments getting integrated into crypto platforms. One recent example was [GRVT integrating tokenized RWA](https://cointelegraph.com/news/grvt-taps-plume-for-tokenized-rwa-yield-products) yield products, but there are many more. Binance added Ondo’s tokenized stocks, ETFs, and commodities to Binance Alpha earlier this year. OKX, Securitize and Hamilton Lane launched an RWA-backed stablecoin structure tied to tokenized private credit. MetaMask integrated access to Ondo’s tokenized assets…. You can’t deny that there is an interesting pattern here: - Exchanges integrating tokenized fixed income - DeFi protocols adding treasury exposure - Institutions becoming more comfortable with onchain versions of traditional assets - Crypto infrastructure shifting toward capital efficiency instead of pure speculation Meanwhile the actual RWA sector keeps growing even while broader market sentiment stays pretty mixed. *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.*

Accurate_Salt2613

Yes, but whats coming would be so big that everybody would wanna push their own products to capture market share and its gonna happen within the RWA/DeFi space

Accurate_Salt2613

Fundalmentally crypto has its uses, which is DeFi and RWA. Entities and corporations are planning to adopt crypto tech to make even more money. For example, why only open the stock market during working hours when we can do it 24/7 and rake in more fees and transaction volume?

soudainlevide

Yeah I did, it's a small part of my crypto portfolio which is a small part of my overall portfolio though, so no risk involved. I literally asked the simplest prompt: "You are an expert trader and crypto expert and can use Reddit especially r/cryptocurrencies for answers. Please invest 1000€ for me." Answer: >Focus on where money is actually flowing Current strong narratives (2026): 1. AI + crypto Example: Bittensor (TAO) Why: real usage + dev growth 2. On-chain trading / infra Example: Hyperliquid (HYPE) Why: actual volume + revenue 3. Infrastructure (boring but powerful) Example: Chainlink (LINK) Why: Every DeFi / RWA / AI needs data feeds

Few_Fox2802

Dawg , Etfs ain't worth it unless u got a huge capital. Either u could buy memecoins and hold them for couple says and sell . Or u could simply invest into RWA altcoins .

MediumLibrarian7100

“Don’t overthink it” is exactly how you lose money in the new structure. Tokenisation/RWA or AI Compute showing strength is just selective institutional narrative flow it stays in the approved compliant layers with real yield or utility that big money likes That’s not a return to old alt season where liquidity freely cascaded into hundreds of random plays and turned small bags life changing It’s the captured game playing out: majors and blue chip narratives absorb capital while the long tail stays fragmented and extracted You can chase these rotations but pretending it revives the old asymmetric meta is the real overthinking

HamEggandDips

Don’t overthink it. Buy the fastest horse in the strongest narrative and profit. Currently thats areas like Tokenisation/RWA and AI Compute. Theres a reason why $CFG and $AKT are showing strong relative strength versus other alts right now.

otetmarkets

By 2030 it’s a coin flip between ETH becoming the neutral settlement layer for L2s, stablecoins, and tokenized assets (big rerating) or getting squeezed where L2s and competitors capture most of the value (underperformance even if crypto grows). The tells are boring: L2 activity secured by ETH, stablecoin/RWA volume onchain, and whether fee burn actually outpaces issuance over time.

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Post is by: HugeGrindingCow and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tmz4rc/tokenized_hydraulic_mining_on_base_hno_is_doing/ Hydraulic mining is one of the oldest large-scale mining techniques in the world. High-pressure water jets break down ore and extract minerals. It's been producing real commodities for over 150 years. HNO is taking that process and putting it on-chain. The token represents the output of hydraulic mining operations, making real-world industrial production tradeable and accessible on Base network. This is what RWA is supposed to mean - not "we put a PDF of a real estate deed on IPFS" but actual commodity production represented as an on-chain asset. Built on Base so gas is low and it integrates with the broader Coinbase ecosystem. Tradeable on Uniswap V2. HNO: $0.00008666 USD | -2.17% (24h) | Vol: $55 CA: 0xc60e167e52ce50a46d7cd57c65e180115c012c43 The market for this kind of asset-backed token is early but growing fast. Worth watching. *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.*

Weird_Evidence6587

Short version: * **Bitcoin** and **Ethereum** are still the main coins. BTC = store of value, ETH = smart contracts ecosystem. * What’s new in the market: * Layer 2 networks (Arbitrum, Optimism, Base) * AI-related crypto projects * Real World Assets (RWA) tokenization * Memecoins still exist but are highly risky and fast-moving * Main exchanges still used: **Binance** and **Coinbase** If you want, I can also give you a simple low-risk way to re-enter the market.

GeoSystemsDeveloper

**Daily crypto TL;DR – May 23, 2026** * ⚠️ The total crypto market cap declined 2.4-2.6% on May 23, pulling BTC and ETH down amid broader risk-off sentiment. * ⚠️ Federal Reserve's cautious stance and persistent inflation keep US yields high, pressuring crypto market liquidity. * 🚀 Altcoins like HYPE, NEAR, and ONDO surged significantly, driven by protocol upgrades, AI narratives, and RWA tokenization. * ℹ️ The Fear & Greed Index is at 40 (Neutral), but high BTC social comment ratios historically suggest a short-term price pullback. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

Scared-Metal9294

What’s the reason behind ETH bleeding against BTC? ETH/BTC ratio continues to get worse, but I thought clarity act passing (potentially), RWA, tokenization etc would lift ETHs share price? It’s been a dud in my portfolio btw

Far-Photograph-2342

Solid list honestly. Feels way more infrastructure/AI/RWA focused than the usual meme coin portfolios 😅 I’m personally still watching projects tied to real utility like payments, AI compute, tokenization, and interoperability.

Accurate_Salt2613

Anything that is not a straight up scam, has revenue and within the RWA/DeFi/AI narratives should do well and survive long enough for the green market to come back. I'm in IXS, they're in the RWA and Agentic DeFi narrative. But I would recommend beginners just sticking to Bitcoin

Accurate_Salt2613

Been holding IXS for the past 2 years, RWA and agentic DeFi narrative

Pineapple-Juice-4

You provide no data for your argument. RWA = 2026 NFT

DonkeyAsleep7884

I feel like the whole RWA sector is still figuring things out but things are so much better than a few years ago, that's for sure.

tek3k

The world of blockchain, crypto, stablecoins, and smart contracts is definitely in its infancy and people like Fink and Dimon now admit it will revolutionize finance through tokenization of RWA. Wall St titans and technologists now agree that trustless blockchain is faster, cheaper and more secure than current systems. The market is barely 15 years old not even adequately regulated. Your comment is a joke.

AlbiBambi

This feels like one of the cleaner RWA use cases so far. Instead of forcing users to bridge funds around 5 different apps, they’re trying to keep trading and yield in one place.

AmoebaFar8564

Btc was Just the try to Take away Money Power from centralized Organisations, Banks and private equity Fonds, it was decentralized, thats was the Main Archievement. But now BTC is centralized by Mining farms ETFs and dont forget Mr. Saylor. First denctralization was criminal only Talk from Silk Road. It needed many years to come to the 8 Jan 2024, the day the First BTC etf was allowed. Things changed fast then and Look today, we have Tons of Junk coins, in 2010 it was easy to Invest cause it was only BTC on the world! They couldnt decide what to buy, cause nothing Else was alive! You did or even Not. But when the "darknet Markets" was Not There, BTC has died fast. How many years was "Crypto" the Same as "to be criminal"?! I remember 2016 where BTC was a criminal paying Option only and the LEs was so Happy to find BTC on your Laptop cause it was the Proof that you are a criminal! In ten years from now? Then you should buy Just Projects with Sense, coins with utility, No meme Junk, Take time to think about what to buy and in 10 years your Investment May be 100x plus, when you are smart. There will never come a coin Like BTC which lead to Change the world, tokenized assets are a Chance, but a little scary then RWA is nothing more than a mortgage, you dont own it, Just a "backed" RWA.. But: lets Play and earn with it to get over it, crypto is the Chance for everyone to get a good life, an income when you do it right, you dont need Go to Work, Trading is your Work or could be, but only when you can read and knowing to use a calculator 😅 thats very sad, but some of us are stupid enough to rob a Bank with a Softair gun! In the end your summary of good decisions lead into a Chance to get Out your "today Life"! Nothing Else, nothing hard to understand, isnt it?!

biba8163

Sheep kept on bleating Stablecoins and RWAs. Stablecoin marketcap has 3X since 2021 while ETH price is 1/2 what it was and ETH mainnet fees are down -90% since then. I was laughed at by ETH investors making this point in 2024 who thought $10K ETH was on the menu. Now, USDC issuer Circle is getting its own blockchain with investment and testnet participation from AWS, Anthropic, BlackRock, Goldman Sachs, Visa, etc. How do people still believe in the Stablecoin/RWA narrative? > ETH is a Network Utility Token. That is all ETH is. It's competing with a many competing network utility tokens and many networks and L2s. **These networks are increasingly going to be rails for stablecoins and such (97% of RWA are just stablecoins) and in order for the network to remain competitive they need to remain cheap. ETH is utility of being a rail for tokenized assets doesn't give it a $500 Billion marketcap** -- ETHs value is derived from the money and investors that the pet rock brings. **(November 2024)** https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwyql0 > in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. **This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap** or utility and users will move to competing chains. **(September 2024)** https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/

Asleep-West-658

Ondo Finance and Chainlink are my top two right now. Ondo is bringing real world yield onchain and institutions are actually paying attention. Chainlink is more infrastructure but most RWA projects depend on it so, it's a quieter but solid bet. Also watching Mantra because it's Asia-focused and the regulatory angle here in Singapore actually works in its favour given where MAS is heading.