RWA

JustStopppingBye

You're confusing 3rd party tokens that mirror asset prices with actual financial assets being legally issued and brought onchain. Institutions like DTCC are working to bring real securities onto blockchain infrastructure, with proper ownership, settlement and regulatory frameworks. That's the real RWA opportunity: transforming how existing financial markets operate, not simply creating tokens that track stocks you can already buy through a broker.

jawni

If you understand the benefits of crypto in general, then you should understand the benefits of tokenized RWA's because the benefits are generally the same. >Is it access to investments that were previously out of reach? Or the fact that I can trade anything onchain without having to convince the brokers that I am eligible to trade it? Yes and yes. Also the programmable nature makes them usable through DeFi in ways that TradFi can't do.

Ill-Blacksmith3260

It's access to finds that don't need to be realized. Moving crypto sucks, this is a way for people to not have to move funds around to get exposed to RWA. But you don't get the benefits of like dividends.

Shoddy_Trifle_9251

This is a delusion take with RWA and tokenization in the beginning stages on other blockchains. The Blockchain space isn't going anywhere. Did Videos disappear because VHS went away?

buebaurbling

Why wouldn’t they use it? Crypto isn’t just about Bitcoin (But BTC definitely makes up the largest part of this market.). We now have stablecoins and RWA tokenization, and the industry is moving toward making a lot of payments happen in stablecoins. The person using them doesn’t even need to know they’re stablecoins. It’s the same story with payments for AI agents. This post also doesn’t have any interesting numbers... not even a mention of ETF outflows or inflows. And judging by what I see in general, hardly anyone reacts to drops anymore, it’s almost like a normal day (which is obviously bad). I’m disappointed too, but that’s the market... and there are still plenty of opportunities here. I wish everyone the best in getting through this bear market, and I hope next year is better.

yaxiba

With the AI bubble potentially bursting, it is a good time to see how RWA tokenization is actually holding up. Still, if RWA tokenization meta is only about US stocks, that is kind of boring.

ASharpDressedTexan

Agreed, as I mentioned elsewhere on here the growth from the graph I mentioned seemed more like a step function than purely linear which may also be worth noting. Also a lot of 'RWA' stuff is more like banks trading things with one another behind closed doors.

growin60sec

Good instinct to be skeptical of the 800% figure — a lot of that headline is stablecoins being lumped in as RWA, which inflates it a lot. Tokenized Treasuries and bonds are real growth, but they're still small next to stablecoins, and as the top comment says, they're basically centralized products with a token wrapper. I think it's sustainable in the boring sense — institutions like the 24/7 settlement angle — but not in the 'everything gets tokenized' sense unless the regulatory side like CLARITY actually lands. A delay there probably slows the more exotic stuff more than Treasuries and stablecoins, which already have a clear use case.

ASharpDressedTexan

by your theory wouldn't the new trading hours wipe out a lot of the RWA token benefits? I always felt that the benefit of RWA tokens was access to markets that were previously headed towards dark pools.

MakCapital

TVL means little for revenue and future revenue. Solana alone took over 90% of the RWA volume most of the year and Hyperliquid will continue to absorb more. Even RH chain was absorbing what interest remained on Ethereum, but that will continue to drop like all other GP L2s long term. Can't keep pointing to a metric no one trades off and say "look it's just fine!". Scaling matters.

InjectiveRocky

The $32B figure you've highlighted has now grown to over $39B. As more TradFi institutions come onchain, the RWA sector will grow even faster. That said, institutions need more than just tokenization. They need privacy and proper compliance guardrails so they can enforce asset transfer rules, KYC/AML, and other requirements. That’s a core focus for us at Injective. We already have native asset permissioning and recently introduced Institutional Rail to give them more predictable transaction processing. Additionally, we're developing CypherOS for confidential transactions, since institutions don't want sensitive financial activity visible to everyone. Full disclosure: I work with Injective.

InjectiveRocky

I am also bullish on RWAs. Btw, bringing institutions onchain could be a bigger catalyst than tokenized stocks alone. Institutions need more than 24/7 trading. They need clear ownership records, compliance controls, reliable settlement, and enough liquidity to move serious capital. That's what we're building towards at Injective. We already have native RWA permissioning, an SEC-registered transfer agent, and recently launched Institutional Rail to support institutions onchain. And as you mentioned, RWA assets help retail users access traditional markets 24/7 and use them across DeFi. So, RWAs are a win-win for both users and institutions. Full disclosure: I work with Injective.

InjectiveBrandonn

I think the confusion comes from using the word "private" in different ways. Private RWAs can mean private-market assets like private credit or unlisted shares. It can also refer to tokenized assets with confidential balances and transactions. RWA privacy and private tokenization generally refer to adding confidentiality or access controls to tokenized assets. On Injective, we’re working on the confidentiality side of things with CypherOS. It is our native privacy layer designed to support shielded/confidential transactions, confidential trading, and private RFQ flows. FYI, it will bring all of this on our existing network rather than a separate chain. So 'Zcash for stocks' is a rough analogy for understanding the idea in simple terms. But RWAs also need compliance and issuer controls alongside privacy. Full disclosure: I work with Injective.

BILLYBUTCHER_2

Some institutions, like banks, prefer their own blockchains because they want more control over transactions. But I don't think we need a separate public chain for each privacy use case. This will only fragment users and liquidity. Injective is taking a different approach. It's already a finance-focused L1 with native asset permissioning. Now it is working on CypherOS to bring confidential transactions and RWA privacy to its existing network. I think the bigger challenge is balancing privacy and accessibility. There's no point in having private RWAs if they end up isolated from the liquidity and DeFi applications that make tokenization useful in the first place. Full disclosure: I'm affiliated with Injective.

genny_lith

Any crypto representing a pure fiat replacement with no value case is complete speculation with no heading. Platform cryptos (ETH, SOL) have a leg to stand on because they fundamentally resolve true RWA blockchain adoption use cases, like stock tokenization, real estate tokenization, etc. Then you have to account for rug-pull ability. If you can freely buy as much of the crypto as you want and sell liberally, it’s probably not gonna work out either. Greed corrupts. My bias is for GENNY since its basis is effectively data tokenization

rficher

And Ondo.  Sol + chainlink+ ondo will be the backbone of the RWA market

Hot-Efficiency7190

BTC for the safe steady bluechip with fairly predictable cycle. LINK for genuine utility. HYPE is the future, Hyperliquid is building platform for trading RWA and actually in use right now. ONDO for RWA trade. ZEC wildcard to rerun Bitcoin with added security element.

RabbitHoleSnorkle

There is a value to a have an ability to trade a pair where one is RWA, another is crypto. I can theoretically see a scenario where someone would jump off classic crypto to tokenized stocks, indices or commodies to weather a crypto specific store. All on DEX without making a loop to the real brokerage

Onchainmate

The growth in tokenized Treasuries is impressive, but the rise of commodities and private credit is just as interesting. RWA tokenization could open up more investment opportunities through on-chain markets as the ecosystem matures.

Bluejumprabbit

Whale tracking already breaks for the RWA stuff, tokenized treasuries from the big issuers settle on permissioned transfer rails where the flows aren't sitting in a public mempool. As volume keeps moving into those wrappers, the public explorer view becomes less reputable for these type of flows

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Post is by: MathematicianOwn8847 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1xlxvus/everyone_loves_tracking_whale_wallets_will_rwa/ **Tracking whale wallets is a whole trading strategy in crypto. Many people I know track large wallets and sometimes take positions based on their movements. Now I'm seeing discussions about RWA private transactions. It basically allows institutions to hide transaction amounts, balances, or trading activity from the public. I can see why institutions would want this. No fund wants everyone watching every trade it makes, especially when we're talking about millions of dollars in tokenized stocks or bonds. But if this private transactions trend moves to other crypto assets or other RWAs, wouldn't that make whale tracking useless? How will retail traders know what the big players are doing?** *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.*

jasonslpt

In a drawdown the default move is stablecoins, mostly because they are liquid and getting back in takes minutes. An RWA token only works as a parking spot if it keeps that property, and that is where many fall short: thin secondary markets, redemption windows and transfer restrictions can mean you cannot exit at a fair price right when you want to. What builds trust is a named legal entity holding the asset, regular third-party attestations you can match against the on-chain supply, a written redemption process with stated timelines and fees, and real daily volume. Tokenized treasury funds tick most of those boxes, which is why they tend to grow in risk-off weeks. Startup equity tokens are a different risk entirely, closer to a venture bet than a safe place to wait. On your data, check whether the rise comes from a few large wallets or many small ones before calling it a pattern.

BILLYBUTCHER_2

Yes, public blockchains can support confidential RWAs through mechanisms like shielded transactions. And you're right, the real challenge is making that privacy work across existing DeFi protocols. Injective is working on both RWA exposure and privacy. Their iAssets bring RWA price exposure onchain, designed for use cases like trading, lending, and hedging. Meanwhile, the upcoming CypherOS platform will bring shielded transactions, confidential trading, and private RFQs to users and institutions. Full disclosure: I am affiliated with Injective.

FoucaultCareofSelf

You genuinely think that institutional players deciding whether to engage with RWA or settlement activity on public blockchains aren't going to be a lot slower and more deliberate after this event?

FoucaultCareofSelf

I'm truly worried this is a near fatal event for institutional adoption, and not just investment. How are risk-averse financial institutions going to push crypto (settlement rails, RWA etc) projects now, especially when AI was already taking most of their attention? This is devastating.

VestaScan_

i think the premise is half right but the “AI can’t pass KYC” part is a bit off agents don’t really need their own bank account. in practice there’s always a human or a company behind them that’s legally responsible, and that entity already has a stripe account. and the card networks and stripe are clearly not sitting still on this, they’ve all been pushing agent payment stuff (visa, mastercard, stripe with openai etc). so for “agent buys something from a normal business” the boring tradfi rails will probably win for a long time where crypto actually has an edge imo: * **micropayments.** paying $0.002 per API call or per scraped page doesn’t work with card fees. stablecoins on cheap L2s or solana do. coinbase’s x402 thing (payment over HTTP basically) is the most interesting attempt i’ve seen at this * **agent to agent with no business in the middle.** if two agents settle between themselves 24/7 programmatically, a wallet is just way simpler than any bank API * **cross-border.** same reason stablecoins are already growing for B2B payments but notice that it’s mostly stablecoins, not ETH or SOL as currency. nobody wants their agent’s budget swinging 10% in a day. so the question is more “which chains host the stablecoin volume” than “which token goes up”. LINK is a different category anyway, that’s oracles/data, not a payment rail the part people underestimate is compliance. at my company (VestaScan, we do RWA tokenization) we’ve spent more time on KYC flows and who’s liable for what than on the smart contracts themselves. regulators won’t let anonymous agents move real money at scale, so whatever wins will probably have identity baked in somewhere, likely tied to the human or company behind the agent timeline wise i’d say micropayment use cases are real now but small, and big volume is still a few years out. curious if anyone here is actually running agents that pay for stuff on-chain today

theusedcomputers

Crypto is useful, it just had people building things many people could not use. That is changing and people are building RWA

JuicyWhereabouts

The selective disclosure part is the real puzzle for me. Auditors need to see enough to verify, but the whole point is not broadcasting to everyone else, and most current privacy tech seems to struggle with that middle ground. Zero-knowledge proofs feel like the only path that doesn't just shift the trust problem somewhere else, but the tooling around RWA collateral is nowhere near institutional comfort levels yet

lus1d

Exactly! Portfolio should be balanced across all sectors….. BTC, L1 Dino coins, DeFi, Memes, CEX Tokens, Governance coins, Utility tokens, RWA

AmoebaFar8564

Iam Trading Crypto for nearly 10 years now, but today its much more easier cause its accepted for collateral, in 2016 Nobody have you Money to Go on and saving in Backgrounds. The RWA is one the Most important Progresses Crypto ever done! Cause you have the best of both Worlds: digital and real! My Profit increased slowly but it does. I begun with 100€, lost over the years more than 5k to scammers or Projects in pre-market, but now "i have the FULLY Control" of my assets, i need Money to buy after a Crash, Transfer Stocks to collateral and use the Money for buying the Dip. After Market recovering sell with much Profit to pay Back you loans and buy more Stocks! Thats my strategy for 1.5 years very intense, but its Worth it! I have different Invest in different Wallet or CEX to earn more of it. By the way i need Fiat to pay my Lifestyle but when god gives you the Chance, DONT trade greedy, Set Limits before and when reaching your limit Stop and Take Profit! Its easy to Talk but Believe me its hard Work to Check Economic and financial News, Check the growth of your coins instantly, its a 24/7 Job, but when you buy a new Phone and you pay IT or a better Laptop with earned Money, thats unbelieveable Feeling! But when you are Not ready to Work on, you dont earn anything and how many Times i read Posts on x where people asks for Money to recover their loss cause They were too greedy and loss all impermament, they thought "easy Thing, easy earning Money" but its Not, its hard Work Not to lose and when anybody want Trading Futures with high leveraged Positionen and they DONT know what an Indikator is Like RSI or macd, they deserve nothing else than impermament loss! No Work=No Money, thats life and was never anything Else! Edit: thats only my Personal opinion and i Accept other as you should accept mine, its a free world, free thoughts, free opinions! Respect mine, Like i Respect yours!

AmoebaFar8564

Okay thats your way of earning. Iam using the full RWA possibility and buying Stocks from Crypto and Tech companys and i have more earned in one year than 3 in only coins! Strategy is easy: buy Stocks, use them as collateral to buy Crypto in Crashs, selling when Recovered and pay the dept Back,in the end you Made the best of 2 Worlds: the volatility If crypto and These chances given and you have "real Worth" cause you have shares of Tech firms and crypto for "real world use"!

Bluejumprabbit

Yeah permissioned RWA tokens can't trade on open DEXs because the transfer whitelist blocks any wallet that isn't KYC'd, so every issuer ends up with its own walled pool. Ondo and Maple holders already live this, secondary liquidity sits inside each platform and there's no shared order book across issuers.

Infamous_Crow8524

SECZ, with its first mover advantage, existing relationships, and proven abilities to move RWA onchain, has the potential to be a millionaire maker!

juanpabloabadia

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

uncirculated_luster

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

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

Cacheless_Carl

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

longReshape40

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

Main_Elevator3837

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

SuleyGul

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

The-great-phoenix

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

thepickletony

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

Accurate_Salt2613

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

Zaytion_

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

Dependent_Swimming81

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

GueRakun

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

copadribbler1994

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

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

Slav3k1

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

BakingBreadBB2

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

Kenesson-Ongute

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

Onemoretimego1

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

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

AbaconflavouredD

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

Longjumping_Law_9712

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

Calm-Neighborhood-43

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

Corey_Blake

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

Bluejumprabbit

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

CamgirlMarguerite

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

TheVeloRebel

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

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

Frequent_Chemical269

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

Vydrah

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

Dr-Mumm-Rah

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

synthwave_man

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

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

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

billybobbybrownbaby

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

GlobalGweiPro

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

qzvxyr

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

billybobbybrownbaby

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

Azra_Meer21

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

Azra_Meer21

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

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

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

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

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

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

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

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

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

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

Vydrah

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

Unable_Beat_3194

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

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

sakata32

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

Old-Director-6727

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

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

The-great-phoenix

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

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

jekpopulous2

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

Jenn2895

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

Express_Ad2791

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

jekpopulous2

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

UlysApp

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

Fantastic-Phone4499

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

MinimalGravitas

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

MinimalGravitas

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

Dablicku

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

Jenn2895

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