Reddit Posts
Mentions
Solana’s metrics are insane—nearly 500B transactions, trillions in DEX volume, billions in stablecoins and RWA… this ecosystem is thriving 💪
Carbon credits, RWA tokenization, Flows… seems like DOVU is building a multi-product ecosystem, not just another token 🚀
DOVU has a signed $1.1B carbon credit project that will start minting in the next week or so. They have more contracts already signed and were profitable prior to the big deal. They also have more products coming soon - non eco RWA tokenization and Flows for auditable workflows. Capped at 10B coins with 9.5B already in circulation. All their services use dovuOS, which has set fees denominated in USD, but paid in $DOVU to drive organic demand. It is the largest HTS (by market cap) coin on the Hedera network and consistently accounts for more than 10% of daily HTS txs on the network. [VCH soil carbon credit deal](https://www.environmentenergyleader.com/stories/soil-sampled-carbon-credits-debut-in-us-market,117825)
RWA traction is worth watching, but adoption quality matters more than headline deal count. I’d track recurring on-chain volume and issuer transparency to see whether usage is actually sticking.
Cryptocurrency served as a precursor to stablecoins, RWA tokens, and memecoins. However, this has yet to be widely understood
I agree they are not. Like any other RWA, they are just another layer of complexity which also happens to be centralised. Someone will hold the actual stocks and give you tokens. Those stocks in turn are bought from a broker. You can just buy from a broker, its still digital (like interactive brokers) and doesn't involve the highly volatile and often insecure defi landscape (which of course we all know Joe to navigate but still poses unnecessary risks in this scenario). Not your keys not your coins doesn't apply here because the underlying asset has your coins and you dont have the keys.
Post is by: Mouflon77 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/SuperteamUK/comments/1rvafai/happy_6th_birthday_solana/ **Today, March 16, 2026, marks exactly six years since the creation of Solana’s genesis block.** Looking back at 2020, the timing of the launch seemed almost impossible as the world was entering COVID-19 lockdowns and markets were reacting. Yet, what began as a whitepaper by Anatoly Yakovenko proposing Proof of History (PoH) has evolved into one of the most resilient and active ecosystems in blockchain history. **The Journey: Six Years of Milestones** * **2020 (The Genesis):** Mainnet Beta launches on March 16 with SOL trading at roughly $0.50. * **2021 (The Breakout):** Solana explodes into the mainstream. The NFT boom (Degenerate Ape Academy) and "Solymer Summer" send SOL to a peak of $260. * **2022 (The Reckoning):** The network survives its "darkest year," weathering the Wormhole exploit and the FTX collapse. Many wrote the network's obituary when SOL fell below $10, but the developers stayed and kept building. * **2023–2024 (The Recovery):** Solana stages a "phoenix-like" comeback with major partnerships like Visa for stablecoin settlement and Google Cloud running a validator. * **2025 (The Institutional Era):** Solana hits a new all-time high of 1 billion in net inflows within just six weeks. * **2026 (The Present):** Today, Solana handles 148 million non-vote transactions daily which is a staggering 148x increase since its first year. Key Performance & Infrastructure Wins * Firedancer is Live: The long-awaited independent validator client from Jump Crypto launched on mainnet in December 2025, bringing critical client diversity and the potential for 1M+ TPS. * Network Stability: As of late 2025, Solana had achieved a historic streak of 662+ consecutive days without a network outage, proving that the infrastructure has matured significantly since the turbulence of 2021–2022. * Real-World Assets (RWA): Major institutions are no longer just "testing" Solana. Galaxy Digital tokenized its Nasdaq-listed stock on-chain, and Figure filed with the SEC to natively issue equity on Solana. * Mobile Revolution: Following the sell-out of the Saga, over 150,000 people have pre-ordered the Solana Seeker, shipping mid-2025/2026 **What’s Next?** The **Alpenglow consensus upgrade** is expected soon (Q1 2026), targeting **150ms finality** approaching the speed of traditional web services. Six years in, Solana is no longer just "the Ethereum Killer" it has carved out its own identity as the premier **consumer layer** for high-frequency DeFi, gaming, and global payments. **Cheers to the Solana community and everyone who built through the bear markets!** We in London will be celebrating in the heart of London with Solana's 6th Birthday Party! I believe waitlist is full but can put your name in in case they open some spots: [https://luma.com/Solana6thBday?tk=XQUihS](https://luma.com/Solana6thBday?tk=XQUihS) *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.*
Another way to angle it is diversifying your portfolio across uncorrelated narratives ex. A stablecoin yield position, a narrative bet (RWA, AI, DeFi, L1, etc) and a larger cap position with actual product are way more diversified than five altcoins that all pump together.
There is definitely a lot of coordination happening in the background. They buy a bunch of KOL agencies, CT figures/podcasters, and VCs to "build mindshare" about the narrative. Then they coordinate certain liquid funds, many from Singapore/Middle East/shady parts of China, to pump and dump a narrative. It is not really possible to watch on-chain metrics and activities to predict what is what. Most of these narratives hold no water - like they keep shilling ZCash is P2P money when Monero clearly has a wider acceptance/usage for payments. The early meme coin wave was organic because the crypto "native institutions" didn't really take it seriously and were all too preoccupied with modular narratives or whatnot. Later on, it just became a tool for VCs and funds to prop up their launchpad investments. AI is definitely manufactured. Before the bull even started, I said they would manufacture this AI BS as they did with Metaverse. These KOLs and VCs even admit that their interest in AI is not in building real AI products but in tapping into the "general public mindshare" to give up their liquidity for "crypto AI". RWA actually has a longer history, definitely more organic than AI. The interest in RWA stemmed from its ability to provide on-chain yield, less tied to the crypto ouroboros cycle. But the newer emergence of RWA to tokenize shitty businesses or ICOs or whatnot is liquid funds/VCs shilling crypto retail as exit liquidity for SF VCs' portocos.
Post is by: purple_from_the_east and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rujmog/what_actually_drives_crypto_narratives_is_it/ Been tracking narrative momentum across crypto recently. Something interesting: Narratives often start from a small group of accounts before spreading. Examples: • AI narrative • memecoin waves • RWA tokens Sometimes it’s KOLs/Influencers. Sometimes it’s dev activity. Sometimes it’s meme energy. But ngl I'm starting to think its just manipulation 90% of the time - someone convince me otherwise XD *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.*
AI agents...what will they use to transact? Look at stuff like TIBBIR. The narrative over the next 2 to 3 years will be RWA and agentic commerce.
Post is by: No_Recognition8841 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1ru2ok1/thoughts_on_stak_fyis_hybrid_rwa_defi_yield_model/ Hi all, I’ve been looking into stak. fyi recently and trying to understand how the model works. I also asked about it in a few other crypto subreddits and got some interesting comments, so I wanted to bring the discussion here as well. From what I understand, the concept is pretty straightforward: * Deposit USDC * Receive a liquid token (STAK) representing your position * Yield comes from a mix of real-world credit exposure and on-chain DeFi strategies What caught my attention is that it tries to combine RWA-backed yield with DeFi liquidity, rather than locking funds into a fixed-term product. Some people mentioned that hybrid models like this can be interesting but also introduce multiple layers of risk — things like smart contracts, strategy execution, and off-chain exposure. Overall it seems like an interesting approach, but I’m curious how others here evaluate setups like this. Has anyone here looked deeper into how the liquidity or redemption mechanics work, or tried using it themselves? *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.*
Yes it’s the only “shitcoin” with actual RWA trading on chain and making new ATHs against BTC. How’s your Arweave holding up? Lol thanks for playing!
Do people here look different at $sei in the context of the RWA related potential? Still not sure if I should get into Sei or not…
Do people here look different at $sei in the context of the RWA related potential?
tldr; Ethereum remains the leading blockchain for institutional tokenization, controlling over 57% of the tokenized real-world asset (RWA) market, which reached a value of $26.7 billion in March. Despite Solana surpassing Ethereum in RWA holder count, Ethereum's infrastructure and institutional trust make it the preferred choice for tokenization projects. High-profile initiatives, such as JPMorgan's tokenized money-market fund, reinforce Ethereum's dominance. Experts suggest Ethereum will continue to lead due to its established ecosystem and institutional comfort, though competition from private and alternative blockchains may grow. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
A lot of good projects are at bear market lows. Probably research what narratives you want to speculate on. Here are some of my picks with massive upside and relatively lower risk at this stage: AI - TAO, RENDER, or VIRTUALS Meme culture - PEPE and PENGU Layer 1/RWA - AVAX or SOL Or play it safe and buy 1 ETH haha
RWA going to revolutionize finance in the next 36 months
Yes you're right, ETH is superior in terms of smart contract capabilities hence RWA. However if you take a look at the balance sheet of institutional investors and see where the money is flowing into you'll see one standout recurring theme, Digital Gold. ETH is to build on, not necessarily to invest. Digital gold sells, simplicity sells.:)
Post is by: AdAncient6591 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rpvg1o/crypto_market_intelligence_march_10_2026/ The digital asset sector is witnessing a high-velocity rebound this morning as global risk appetite returns to the market. After a period of intense volatility and a brief descent toward $65,000, Bitcoin (BTC) has reclaimed the $70,000 threshold. This recovery is largely attributed to stabilizing geopolitical sentiments and a cooling of the recent oil price surge that had previously stoked global inflation fears. Institutional confidence remains a primary driver, evidenced by massive "buy the dip" accumulations from major investment firms totaling billions in value. Solana (SOL) continues to exhibit some of the strongest fundamental metrics in the industry. While currently trading in a consolidated range between $82 and $87, the network has handled over 1.9 billion transactions in the last 30 days. Institutional adoption for SOL remains robust, with dedicated ETFs adding over $21 million in assets this month alone. As the fastest-growing network for real-world asset (RWA) tokenization, Solana is positioning itself as the primary infrastructure for enterprise-grade deployment in 2026. Ethereum (ETH) is currently in a high-tension defense of the $2,000 psychological support level. While immediate price action shows a tightening coil, 24-hour volume has reached $22.4 billion, signaling that the sell-side momentum is exhausting. Analysts are closely watching the $2,050 resistance; a sustained break above this mark could ignite a broader altcoin recovery. The macro landscape for March remains focused on the U.S. CPI data release scheduled for tomorrow, March 11, which will likely serve as the next major catalyst for market direction. Thank you for your time, Thomas Harrison founder of festive official brand *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.*
Post is by: CorexBTC and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rp62y1/markets_should_not_wait_days_for_settlement/ In traditional markets, waiting days for transactions to settle is normal. Capital is locked, ownership records lag, and intermediaries slow everything down. Blockchain changes that. ⚡ With real world assets on the blockchain: • Ownership updates instantly • Transfers happen seamlessly • Transparency is built in Platforms like KimberLite Token are turning illiquid markets like rough diamonds into flexible, transparent ecosystems. Investors can: 💎 Trade fractional stakes 💎 Participate in auctions 💎 Redeem tokens for physical gemstones The result? Markets that move faster, smarter, and clearer. Efficient settlement isn’t just convenient, it’s transformative. And the next generation of RWA markets is here. 🚀 🤔 What do you think… is blockchain really ready to make traditional markets this efficient? *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.*
Post is by: Ok-Tumbleweed-2416 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rp3wzf/crypto/ Solana just overtook Ethereum in RWA wallet count, but the full picture is more nuanced than the headline suggests. The numbers from RWA.xyz show Solana at 154,942 wallets holding tokenized real-world assets versus Ethereum at 153,592. This is the first time Solana has led this metric. The surge started after tokenized xStock equities launched on Solana mid-2025, growing from 126,000 wallets in January to 154,942 now. But here is the context everyone skips. Ethereum still holds $15.5 billion in tokenized RWAs compared to $1.8 billion on Solana. Ethereum supports 663 tokenization projects versus 345 on Solana. BlackRock and Fidelity park their institutional products on ETH. So $SOL wins retail adoption while ETH wins institutional capital. Historically, retail wallet growth has been a leading indicator before institutions rotate in. Does Solana flipping Ethereum in wallets actually matter if the value gap is 9x, or does retail always lead the way? *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.*
Solid cost basis on most of these. FET and RENDER are the common AI plays but TIA is honestly a dead one. ONDO is positioned for the RWA wave. Your averages are low enough to hold through volatility.
Well Stablecoins aren't really an 'investment' since they're pegged to $1, but they're great for earning yield. If you mean the token correlated to the stablecoin then some projects out there continue to grow in TVL and mindshare. Ethena's $ENA for example is one of the most solid algo stablecoins, still one of the dominant stablecoin protocols. However Maple's $SYRUP with SyrupUSDC growing the RWA space is very interesting to see lately I've been reading Mezzanine, an upcoming stablecoin that grows its liquidity through different tranches of yield distribution
Do a deep dive on Google, Grok, YouTube of crypto RWA (Real World Asset) and DePin (Decentralized Physical Infrastructure Network) One of my favorites is Hivemapper with their token $HONEY think of Google Maps or Waze but on a blockchain. You can even purchase one of their mapping units to earn $HONEY while driving and putting realtime data on their blockchain network. Granted it's not much with a personal vehicle driving to an from work etc. but if I owned a trucking company or delivery service I would definitely consider adding it to the vehicles. You can also purchase fractional real estate, stocks, bonds etc. I think this is a space where growth is really going to accelerate when crypto becomes the standard for banking activity in the future.
Solid approach. For a 3/5 year horizon with an 8/12% allocation I'd suggest. 1. Bitcoin (BTC) Core holding digital gold institutional gateway. 2. Ethereum (ETH) Smart contract leader deep liquidity ETF potential. 3. Solana (SOL) High speed growing ecosystem institutional traction. 4. One infra play like Chainlink (LINK) or a major L2 like Arbitrum (ARB). 5. Possibly a small bet on a macro play like Ondo or Maker if you want RWA exposure. DCA in on pullbacks store in self-custody and rebalance occasionally. Welcome to the circus.
**BTC Dominance over Alts is over 72% today** - The Total Alt Marketcap has shrunk to almost 1/3 of what it was in 2021 - The number of Alts is hundreds of folds greater than they were in 2021 - Stablecoins have gone from a fraction of Alt marketcap to a point where they'll soon overtake the total marketcap of all Alts | | Nov. 2021 | Mar. 2026 |:-----------|:------------:|:------------:|:------------:| | BTC | $1.23 Trillion | $1.422 Trillion | Stablecoins | $0.11 Trillion | $0.32 Trillion | Total Alts | $1.52 Trillion | $0.548 Trillion | Total Crypto |$2.86 Trillion | $2.29 Trillion | **BTC Dominance** | **44.7%** | **72.18%** **BTC Dominance excludes stablecoins* Crypto is full of meme narratives to bamboozle investors with the idea that crypto projects have some kind of fundamental value. - Web3 - DeFi - RWA - Hocus Pocus Oracles - Nostro/Vostro Banks - M2M Economy, Agentic Payments, etc - Decentralized Autonomous Organizations, Decentralized Compute, Decentralized Storage, Decentralized AI, etc Falling for these meme narratives is guaranteed to separate a fool from his money. BTC is a speculative store of value asset and Alts are double speculative that generally have a 0.90 or greater correlation coefficient to BTC and rely on BTC price appreciation to gain value because they don't have any independent value in and of themselves.
XRP is not a token that banks need to buy and hold. XRP is an On Demand Liquidity provider that is only used when required. The sender's currency (lets say USD) is converted to XRP, transferred across the XRPL (Ledger) and then the receiver can convert the XRP back into a currency of their choice (lets say Yen). The transaction happen inside 7 seconds and then the XRP is returned into the ecosystem minus a portion that is burned. This gradually reduces supply and price gradually appreciates. It's important to note that Total Supply is very different to Circulating Supply. Price is pushed higher the more that the circulating supply is reduced and demand is increased through usage. Financial institutions (investment companies, pension funds, hedge funds etc) hold XRP ETF's which in turn reduce circulating supply greatly. Retail HODLers help to reduce circulating supply to a lesser degree also (retail accounts for around 2% over XRP in cold storage). So XRP's price appreciation is totally reliant on utility and demand verses available circulating supply. This why price is still low. XRP is only being used to a tiny fraction of its intended intended usage currently. The SEC court case held it back for years and ongoing lack of regulatory clarity is still an issue holding many banks and institutions back from adopting it fully. Its not that they don't want to adopt it fully, they just need all of the boxed ticked first. XRP as a bridge asset needs a high and stable price to operate efficiently on the XRPL, free from the volatility of the markets. It's utility driven price values will be less influenced by market flows as usage increases, supply tightens and Liquidity increases. XRP will re-price in line with utility demand not market movement and will be very stable during the periods in between re-pricing. It's a new technology that most people just don't understand. Participants in the retail sector of crypto have only understood it up to now as being like any other cheap casino chip to be bought and sold for profit. That was never XRP's purpose. It was never created for retail trading. It's just ironic that that is where it's still at currently. But XRP is slowing being installed as the core plumbing of the global financial infrastructure and it's still very early days. There's another 5 to 10 years to go yet before this is fully complete and fully operational. That's when XRP will reach values like $10,000 or $100,000 and beyond even. But it will appreciate dramatically in the meantime, hitting triple digits and 4 digits along the way. Monica Long of Ripple has stated that XRP will be fully adopted by the end of 2026. After that it's just a case how quickly actual usage increases and high value tractions flow across the XRPL. And it's not just about cross border payments any more. XRPL is now capable of handling the upcoming boom in RWA (Real World Assets) and digital tokenisation. That vastly expands XRP's usage case and utility demand. Which in turn requires a higher value for XRP. Naysayers bang on about Market Cap but that's an outdated argument. Market Cap is irrelevant to digital assets and a new metric will be needed in its place. Other than that the sky is limit for XRP's price value over the coming decades.
After a couple cycles of discussion about RWA I think its about right to see it more vivid in the market and i've already allocated 30-40% of my DeFi portfolio. The appeal is less about returns and more about having something that doesn't correlate 1:1 with token sentiment. Transparency is key though, I want proof of reserves and clear default mechanisms before committing more capital
I see the same shift—RWA feels more like a volatility dampener than a pure growth bet in this cycle. The key for me is still collateral quality and enforceability, because fixed payouts only matter if the credit stack is real.
For sure. RWA has been their main interest in crypto for a while now
My guy hate to break it to you but most of the projects here are already a dying cause, last time I heard of the graph was 2021. Cosmos is also a dead chain If I started with $100 I would really really research on what are sticking through the long term and is a solid anchor for the next years. But to choose on the list I'd go for Aave and Solana as they are worth understanding in terms of core infrastructure Aave - The biggest DeFi protocol, continues to improve Solana - An Ethereum competitor but has good growth with RWA and payments
Chainlink if u want long term RWA exposure.
This is one of those quieter developments that probably matters more long term than most token launches. Institutional money going into wallet infrastructure and RWA rails says a lot about where the focus is shifting.
Quick what are the best RWA cryptos ????
No one is talking about RWA. They were talked about solely by people hyping them and people that fell for it. They didn't make much sense, and were hyped for the wrong reasons
Post is by: Mission-Stomach-3751 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rdlloy/tokenization_isnt_the_endgame_exchange_is_are_we/ Everyone keeps talking about tokenization like it’s the final step for RWAs. It isn’t. Putting an asset on-chain doesn’t solve the core issue: How does it move between parties without a middleman? Boson Protocol’s “Masterplan VI” shifts the focus from simple tokenization to programmable commerce — positioning $BOSON as an exchange layer rather than just another RWA token. The bigger angle isn’t even human commerce. It’s AI. If we’re moving toward an automated economy, AI agents can’t sign contracts or trust third parties. They need deterministic, on-chain settlement — likely built on $ETH infrastructure. That’s where the real bottleneck is. Not tokenization. Exchange. So the question is: Is programmable commerce the logical next step for Web3 adoption — or are we prematurely forcing AI into the crypto narrative? *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.*
Some RWA platform enabling multiple RWA projects. Not sure if it's going to do well, but I got myself a small bag and I'm liking its reactions to BTC's collapse so far (but not as much as I like the stablecoin payment-rails stuff like STABLE tho - that mofo just painted a bull flag and looks like it's preparing to make a new YTD high just as BTC is ballerina dancing on the edge of its next cliff lol).
Post is by: Straight-Answer-9232 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rcd8wv/how_do_you_decide_to_invest_in_crypto/ # So I just started working as a marketing manager for a crypto project. It’s in early stage and not really making any profit yet. The project itself is actually unique it’s tied to gold / RWA but from the outside it kinda looks scammy even though it’s not. My marketing strategy has mostly been focused on transparency and legitimacy. Things like putting all the transparency docs on the website, showing how the project actually works, explaining the tokenomics clearly, creating high quality content instead of hype, and hiring a good community manager to keep Telegram/Discord under control, But I’m stuck on the sales side. What actually makes you trust a new crypto project enough to buy the token? Especially when it’s early and doesn’t have revenue yet? Most our investors are locals who trust the founder and they invest as a business opportunity *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.*
Just buy RWA , Interoperable and Privacy coins like XRP , SOL , ZEBEC , ONDO , ROSE , AVAX , NEAR , KSM , DASH , AlGO , SUI and wait .
So, this article basically mentions that China doesn't want anyone making a crypto-RMB or crypto-Yuan. RWA projects are a bit different from your run-of-the-mill new alt-coins made in China like TRX or NEO. If I must object to anything at all, it's the fact that this is a repost of the same news source that someone posted 2 weeks ago.
I see it like a consolidation phase there are people who leveraged too large position and get force liquidated creating a sharp price drop during last month. Now the greed and fear indicator show extreme fear so less cash flows are invested in cryptos compared to few years ago. Then the people like me already took position and wait on the sideline if it dips like 10/20 percent more I go to add more to my bag and if it rise by 10/20 percent more I just hold or keep slowly accumulating As the global price range is currently stucked in a small corridor we have the feeling that nothing is actually happening and apparently calm For me it is good news and I do not think it may stay like this for more than 100 days from now. I would support a bounce back based on the growth of RWA tokenization and expansion of crypto investor community (650 million people and keep growing)
tldr; China has banned onshore real-world asset (RWA) tokenization activities without explicit approval, extending its crypto crackdown. The prohibition includes tokenizing ownership or income rights into tradable claims, treating such activities as illegal financial operations unless approved and conducted through designated infrastructure. The ban also restricts cross-border RWA tokenization services tied to onshore rights, pushing such activities to offshore jurisdictions. This move impacts DeFi and tokenized products, redirecting focus to compliance-first offshore markets. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
The crypto market is at extreme fear level now so the is definetely a downward pressure for now, but it looks like it is slowly fading according to chart analysis, RSI level and other economic and behavioral data indicators. Now there is a kind of clivage where half of people think it is slowly becoming worthless (including economists and analysts from RWA side) while the other half is gaining confidence and playing opportunity (like high tech developers and businessmen like Mike sailor as a convinced case of bullish camp) So to summarize we have 2 camps and general opinion never has been so unsure of BTC destiny but the risk averse people have decided to step away completely while the risk savvy investors keep stacking. In my opinion and after checking after the current investors psychology I am guessing that the price of BTC may evolve with up and downs inside a huge price corridor like 60/110 k Without going below these limits on a long period (just briefly testing them while bouncing back in opposite direction). Several key drivers are the growth of investor pool (which is expanding from current level of 650 million account worldwide) plus the growing pace of tokenization of RWA (growing as well pretty strongly) which will drive crypto asset price up. The downside is the valuation model of crypto assets especially the ones which are costly in terms of energy and transaction fees (BTC scores pretty bad on both compared to other protocols)
Thats kinda the point. The dollar is dying. Not that I support the claims just that fact of the matter is the fake infrastructure around the dollar is crumbling. This sham system can't hold up. They have to convert to something of actual value. RWA is the only way our entire economy doesn't collapse. If something doesn't get backed by gold or something of actual value, we're in trouble as a whole. Believe they have something planned for all of it. We can all speculate but nothing we say will change much of anything. Once people like Blackrock gets into digital currencies, they can control the market of any asset they want since they can basically buy up anything they want.
Tokenization still progressing towards RWA big time the one who missed out the news is blind and deaf.
Most of RWA and stablecoins is also on ETH. The two main drivers for ETH. What’s interesting is that the bitcoin dominance haven’t gone further up since August. Most people were expecting it crawl back to 64% again. And that is very due to ETH that it didn’t happen.
It seems like a lot of people in this subreddit are still seeing “crypto” as dollar replacements or gambling. I don’t think people are seeing which actually offer true utility and as the banking system, RWA’s, IoT and etc. etc start going on “chains” to be more efficient the “cryptos” offering the real utility will shine. Obviously though the meme is accurate. People aren’t getting set for like off 10 xrp.
You do not have to convert your dollars to HBAR to move them. You have to pay the 0.0008 in HBAR. So you can send $1 USD or $1B USD or anything else including RWA’s. Each transaction up to 64kb worth of data (though you can send as groups of 64kb too for bigger data sets) costs 0.0008 hbar. Flat rate per transaction. Just have to have enough HBAR for all your transactions and you can buy them any time. That price is set by voting of the governing council of Fortune 500 and Russell 2000 companies which each run a node. 33 of the 39 max seats are filled. 3 year terms
You should look into RWA. You might want to add 2-3 beside ETH and SOL. Like LINK for instance. Maybe ON DO.
Post is by: AdAncient6591 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1r4x80c/hardcore_data_report_updated_for_8588_reality/ The Human Variable: Despite the 46% drawdown observed in the early 2026 cycle, human-sentiment analytics maintain a 74-75% bullish conviction. Retail participants are shifting from reactionary sell-offs to strategic accumulation. In major hubs like New York and London, the focus has moved beyond speculative volatility toward Institutional Real-World Asset (RWA) integration. Humans aren't looking for a "pump"—they are looking for a sanctuary of value. The Computer Metrics: Algorithmic trading currently accounts for 70% of global volume, yet these systems remain trapped in high-frequency loops of failed transactions. Bots are currently range-bound between $78 and $88, unable to calculate the long-term impact of ETF-driven capital inflows that analysts project will push the floor to $250 by late 2026. The machines are pricing the short-term noise; the humans are building the long-term architecture. The Verdict: The bots are calculating the price; the humans are calculating the value. The charts are a distraction from the permanent Brand. Thank you for your time, Thomas Harrison Founder of The Festive Official Brand *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.*
Aave is a top hold. And also UNI, now that Blackrock has confirmed using their platform for RWA tokenization use cases.
Post is by: Own_Chocolate_3882 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1r31x43/does_tokenization_actually_fix_real_estate/ Real estate has historically had three structural constraints: • High minimums • Long settlement times • No true secondary liquidity In traditional markets, property ownership is capital-intensive and slow to exit. That illiquidity is part of why investors demand a premium. Now we’re seeing real-world assets (RWA) move on-chain. The pitch is: • Fractional ownership • Lower minimum entry • Faster settlement • Secondary trading In theory, that removes the illiquidity discount. But does it? Questions I’m thinking about: 1. Does tokenization actually create liquidity, or just simulate it? 2. What happens in stressed markets when everyone wants out? 3. Does lower minimum access change valuation behavior? 4. Does daily yield distribution alter investor psychology? Curious how this sub views tokenized property as an asset class. Is this structural evolution — or narrative? (For context, I’ve been looking at platforms experimenting with this 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.*
Post is by: hoppeeness and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1r29jll/discussion_does_btc_still_have_a_worthwhile_use/ BTC has been said to of had may use cases over its existence but we (mostly) seem to have finally landed on just one remaining: Digital Store of Value. For the sake of this debate let’s just all pretend everyone agrees that it’s only use case now is Digital Store of Value. Question: Does BTC’s use case still have large enough value to be a crypto leader and a hedge on inflation compared to other options? Reasons why it may not: \*\*Security from govts, thieves:\*\* \\- Epstein files reveal possible built in back doors. US govt has effectively taken or retrieve BTC \\- Using cold wallets won’t matter once you try to use the BTC and trade/sell it. \\- Quantum still a question \\- Holding a cold wallet has its own dangers of loss, stealing, damage, etc \*\*Digital Asset Competition\*\* \\- tokenization, RWA’s, etc. provide the ability to hold assets including gold,silver, etc. digitally and securely. \\- Ease of entry into tokenized gold silver is growing quickly. \\- Cold wallets are complicated for most people and the benefits of cryptos speed and ease are negated here. \\- Regulation strengths the assurance of keeping crypto in exchanges. \*\*Removes the benefit of “your keys your coins”.\*\* As crypto becomes more mainstream like stocks, commodities the vast majority will not be privately held in good wallets, so its value will be tied to the majority of BTC on exchanges. \\- People still like gold and silver and can still hold that in their basement as they always have Value gain: \\- BTC may 2-4x in the next 1-5 years \\- “\*Crypto” is being adopted for\* \*\*\*Utility\*\*\*. Meme time is over. Most of the other chains/coins that win this utility game that crypto is currently undertaking and gain traction will almost certainly perform much much better than BTC. With 5-10x+ Alright. Let’s hear some hopefully well thought out answers on agreement or disagreement to why BTC may not be as successful as previously *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.*
Thanks for the pointer. I hadn't seen TassHub. Checked them out: they're a creator monetization platform on Solana (subscriptions, content, token-gated access). Different niche from us. We're focused on fan-funded **music projects** where backers get **direct ownership of music rights (RWA)**, not subscriptions or paywalled content. I couldn't find a public repo for their on-chain contracts; ours are **open source** (github.com/Tastemaker-inc/tastemaker-programs) so anyone can verify the design. On Howey: we've structured for **direct ownership of property**, not securities. **Investment of money:** yes, fans pay for tokens, but that alone doesn't make it a security. **Common enterprise:** we argue no. Individual wallet transactions, no pooling. Escrow is conditional release per project (artist gets funds on milestones, backers get RWA tokens on completion), not a commingled fund. **Expectation of profits:** owning royalty-like property isn't automatically a security; music rights trade without SEC registration. **Efforts of others:** we weaken this with active governance (fans vote on producer, art, etc.) and participation, so it's not purely passive. We have fallbacks (Reg A+, Reg D, international) if needed. Happy to go deeper in DMs or a follow-up.
> You are right about all of these except your prognosis about ETH. correct me where I was wrong > "A Fat Orange Man haveth a greater chance to pass through the Blades of a Windmill than ETH haveth of reaching $5K" - Genesis 42-69. **(Feb. 2025)** https://np.reddit.com/r/CryptoCurrency/comments/1i0amu5/ethereum_whale_offloads_33_million_in_eth_at_a/m6xbsy8/ > 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 **(November 2024)** https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwyql0 > **Who the hell is buying ETH for $3,000+? That is insanely expensive.** Plus, insiders, developers, VCs got a ton of the supply for essentially free and have oligarchical privilege to print their own ETH for free and dump until perpetuity. https://np.reddit.com/r/CryptoCurrency/comments/1gujmk1/daily_crypto_discussion_november_19_2024_gmt0/lxzks6h/ > *ETH is a casino coin whose value is a mirage derived from stacking on-chain leverage in places like Aave, Maker, etc where ETH is the dominant collateral asset for gambling for ETH and various shitcoin tokens people think are DeFi.* **When the shit hits the fan, you have cascading ETH liquidations to reveal the ugly shitcoinery lying underneath. (Feb. 2025)** https://np.reddit.com/r/CryptoCurrency/comments/1igeysk/the_eth_to_btc_ratio_just_flash_crashed_to_02337/mapylwj/ > **That pet rock is what gives ETH and Alts value.** ETH doesn't attract money and appreciate on its own like all Alts; ETH ONLY appreciate and attract capital after money flows into BTC and flows out seeking more profit. **(Nov. 2024)** > - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 > - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K > - May 2021, ETH hits ATH after BTC tops out in April 2021 > - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwyql0m/ > If you think 0.04 BTC is low, the ETH/BTC ratio is going to feel like getting kicked in the nuts over and over again over the long term as the ratio falls below 0.01 and goes lower and lower. **(Sept. 2024)** > Long term ALL Alts follow the same trend and fall below the initial BTC value they started at. Pretty much all the older Alts, even the most successful fall below this value. ETH is also trending long term to fall below this value. People talk about historic trends, patterns and cycles but this has been the only 1 undisputed and unbroken pattern for 14 years. > | | Initial | High | Current | > |:-----------|------------:|:------------:|------------:| > | LTC | 0.03 BTC| 0.048 BTC | 0.001 BTC > | XRP | 5,594 SATS| 22,500 SATS | 940 SATS > | XMR | 0.005 BTC| 0.035 BTC | 0.0029 BTC > | ETH | 0.01 BTC | 0.15 BTC | 0.041 BTC https://np.reddit.com/r/CryptoCurrency/comments/1fgzm3z/daily_crypto_discussion_september_15_2024_gmt0/ln9jvc
Why? What is the use case now over RWA’s or tokenized gold, silver, etc?
I think there is a better chance than before that Bitcoin does fail. Hear me out: Its use case is now only a store of value…everyone agrees. So now it’s competing with commodities and gold,silver,etc. For Bitcoin to double again or triple most will not be held in cold wallets but in exchanges. Just like most gold isn’t held as bars in people basements. No Bitcoin advantage. If you RWA gold,silver, etc it takes away any bitcoin advantage left. Why hold BTC?
Post is by: Nakamoto_Wang and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1r16kya/what_coins_are_you_dcaing_into_for_the_next_cycle/ I’m trying to think more in terms of long-term positioning rather than short-term trades. Every cycle, there’s always a new narrative, new hype sectors, and a different set of coins people believe will outperform. But when you zoom out, a lot of the people who actually make it through multiple cycles seem to rely on simple strategies like consistently DCAing into projects they have real conviction in. So I’m curious how others here are approaching the next cycle. From now until the next bull run, which coins are you actually DCAing into? Not short-term flips or meme coins you hope will pump next week, but projects you genuinely believe will still be relevant, liquid, and actively used in the next cycle. Are you sticking mostly with BTC and ETH because of their track record and institutional adoption? Or are you allocating more into other majors like SOL, LINK, or newer ecosystems that you think have better upside? Also interested in how people are thinking about narratives. Each cycle seems to revolve around a dominant theme—DeFi, NFTs, L2s, AI, DePIN, RWA, and so on. Are you building your DCA strategy around specific narratives you believe will lead the next bull market, or are you focusing more on fundamentals regardless of the current hype? For context, I’m currently DCAing into BTC, BNB, and SOL as my core positions. On top of that, I keep a separate watchlist of projects I’m still observing before committing more capital. My current watchlist includes: HYPE / ASTER MONAD / MEGAETH CANTO Palsama / Stable-related plays Would be great to hear: Which coins you’re DCAing into Rough allocation or strategy (if you’re comfortable sharing) Your expected time horizon (next bull run, next halving) Any projects you’re watching but not yet buying Curious to see where the community’s conviction really sits going into the next cycle. *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.*
Yea, on Solana. Solana has Ondo networks RWA's + xStocks RWA's as well.
> muh, fundamentals, stablecoins, RWA, fee revenue, undervalued, blah blah If people really believed this they would NOT be shilling ETH. Reminder that crypto is entirely speculative, none of this matters and everything pretty much follows BTC movements. - ETH marketcap is ~9X that of TRON - TRON's fee revenue is ~3X that of ETH - TRON's inflation rate is almost 1/2 of that of ETH
Have a look at r/DOVU built on Hedera. RWA. Carbon credits. Just signed a $1.1billion deal with VCH in the US with other huge deals in Aus, India, China on the table. Will be listed on Kraken shortly also. Come and see.
> The great mystery of crypto for me is ETH You may want to educate yourself and learn how crypto works. I tried educating people in the ETH subs who fell for the "ETH has fundamentals" narrative and it seems people like you are still falling for it. > If you think 0.04 BTC is low, the ETH/BTC ratio is going to feel like getting kicked in the nuts over and over again over the long term as the ratio falls below 0.01 and goes lower and lower. **(Sept. 2024)** > Long term ALL Alts follow the same trend and fall below the initial BTC value they started at. Pretty much all the older Alts, even the most successful fall below this value. ETH is also trending long term to fall below this value. People talk about historic trends, patterns and cycles but this has been the only 1 undisputed and unbroken pattern for 14 years. > | | Initial | High | Current | > |:-----------|------------:|:------------:|------------:| > | LTC | 0.03 BTC| 0.048 BTC | 0.001 BTC > | XRP | 5,594 SATS| 22,500 SATS | 940 SATS > | XMR | 0.005 BTC| 0.035 BTC | 0.0029 BTC > | ETH | 0.01 BTC | 0.15 BTC | 0.041 BTC https://np.reddit.com/r/CryptoCurrency/comments/1fgzm3z/daily_crypto_discussion_september_15_2024_gmt0/ln9jvct/ > It's always BTC parabolic gains seeking profits and attracting attention and capital to the crypto space is the cause of appreciation. 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/lwyql0m/ > *Bitcoin, because to me it seems like it's nothing more than a pet rock* > **That pet rock is what gives ETH and Alts value.** ETH doesn't attract money and appreciate on its own like all Alts; ETH ONLY appreciate and attract capital after money flows into BTC and flows out seeking more profit. **(Nov. 2024)** > - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 > - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K > - May 2021, ETH hits ATH after BTC tops out in April 2021 > - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwyql0m/
> ETH/BTC was lower last year You are right but if still don't grasp that ETH will go much lower long term, you still don't understand crypto. I've was trying to explain it noobs in the ETH subs how crypto works in 2024. They didn't get it and it seems people still don't get it. > If you think 0.04 BTC is low, the ETH/BTC ratio is going to feel like getting kicked in the nuts over and over again over the long term as the ratio falls below 0.01 and goes lower and lower. **(Sept. 2024)** > Long term ALL Alts follow the same trend and fall below the initial BTC value they started at. Pretty much all the older Alts, even the most successful fall below this value. ETH is also trending long term to fall below this value. People talk about historic trends, patterns and cycles but this has been the only 1 undisputed and unbroken pattern for 14 years. > | | Initial | High | Current | > |:-----------|------------:|:------------:|------------:| > | LTC | 0.03 BTC| 0.048 BTC | 0.001 BTC > | XRP | 5,594 SATS| 22,500 SATS | 940 SATS > | XMR | 0.005 BTC| 0.035 BTC | 0.0029 BTC > | ETH | 0.01 BTC | 0.15 BTC | 0.041 BTC https://np.reddit.com/r/CryptoCurrency/comments/1fgzm3z/daily_crypto_discussion_september_15_2024_gmt0/ln9jvct/ > It's always BTC parabolic gains seeking profits and attracting attention and capital to the crypto space is the cause of appreciation. 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/lwyql0m/ > *Bitcoin, because to me it seems like it's nothing more than a pet rock* > **That pet rock is what gives ETH and Alts value.** ETH doesn't attract money and appreciate on its own like all Alts; ETH ONLY appreciate and attract capital after money flows into BTC and flows out seeking more profit. **(Nov. 2024)** > - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 > - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K > - May 2021, ETH hits ATH after BTC tops out in April 2021 > - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwyql0m/
RWA means Real Word Assets and this mean that stuff like stocks, and commodities are tokenized onchain. RWAs doesn't mean a token like ETH or ATOM that are required to use a specific chain for gas.
> The thing is that you keep talking about tokens. My first half doesn't. > A Blockchain can work without a token. You are correct. Then why do your "RWA" chains have tokens?
UI fatigue is real, but the deeper issue isn’t design, it’s that most “innovation” has been financial gimmicks, not new real-world utility. Until crypto delivers genuinely better use cases (payments, identity, infrastructure, RWA, etc.), new interfaces will just be new paint on the same machinery.
So you're agreeing with China's move to ban stablecoins and RWA's held/bridges by private entities?
Buying ONDO, there will be a day where they finish their blockchain for RWA’s and ONDO will become the gas. Its near all time lows now so just getting ahead of the eventual blowup
tldr; China's central bank and regulators have formalized a ban on unapproved yuan-linked stablecoins and classified most real-world asset (RWA) tokenization as illegal. The notice frames cryptocurrencies, stablecoins, and tokenized assets as systemic financial risks, reaffirming their lack of legal tender status. The move aims to maintain monetary sovereignty and control over the digital yuan, prohibiting private market activities and requiring state approval for related financial activities. This marks another step in China's ongoing crackdown on crypto-related activities. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
Honestly building RWA on the solana chain will massively boost the ecosystem. CREcoin is bringing commercial real estate to the solana chain. If projects start doing this more and more the reputation of a quick in and out mentality changes with growing their portfolio over time. Love what them at @crecoin are doing.
1)Hold tight! Take profits when we do run lil by little. Get your original investment out. Then the rest is house money and you won't get stressed at times like these. 2)Buy more of what you own at lower prices than what you bought. Bring your average down. More profit later! 3)Pay close attention whenever we crash, to what recovers first. One by one. (FHE. AXS, FET, OnDO always leading. ) Play a little and snipe on those if you like. Then you can feel in the green. 4)AI and RWA are going to run with or without a bull. I'd follow the news on those kinds of coins. Cause then you can always make money here and there when those coins have individual news or developements in tech while we wait for a big run, whenever that will be. Downtime is sale time! Be patient. Hardest thing in crypto is sitting through the volatility. But it pays off when they do hit!
> real usage rails > rails Yes buddy just rails for stablecoins that need to remain cheap. Lessons taught to ETH Maxis in 2024. Have you not learned? > 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 **Transactions Fees Collected by Ethereum Mainnet is down -97% since 2021** > https://www.theblock.co/data/on-chain-metrics/ethereum/ethereum-miner-revenue-daily **Cheap L2s have taken a massive percentage of the transactions from ETH Mainet** | Chain | 1-day Transaction count |:-----------|------------:| | Base Chain | 12.2M | Polygon PoS | 6.6M | Arbitrum One | 4.11M | Ethereum Mainnet | 2.31M https://www.growthepie.com/fundamentals/transaction-count **Settlement fees paid by L2s to Ethereum mainnet has dropped -99% over one year** | Date | Cost of Revenue (Mostly Blob Fees) | |:-----------|------------:| | Jan. 2025 | $1.6 Million | Jan. 2026 | $14.6K > https://tokenterminal.com/explorer/projects/base/financial-statement
Post is by: KarimHann and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1qwp7hb/turns_out_up_only_wasnt_a_strategy/ I’ve been warning you for months. Months. But hey, why listen when TikTok influencers are drawing Fibonacci lines with crayons and screaming “UP ONLY”? Now here we are. Liquidity drying up. Alt bags heavier than your ego. And suddenly everyone’s a “long-term investor” again. I said it back then: this market wasn’t done hurting people. You laughed. You posted rocket emojis. You called every dip “the last dip”. Now most of you are cooked. Absolutely grilled. And let’s talk macro, since nobody wanted to. Rates still tight. Risk appetite gone. And oh yeah war with Iran looming. Because nothing screams “bull run” like geopolitical chaos and oil spikes, right? But sure, tell me again how your micro-cap AI + gaming + RWA + meme coin was “inevitable”. This isn’t FUD. This is consequences. Markets don’t care about your conviction. They don’t care about your bags. They care about liquidity, fear, and pain — and we’re heading lower because that pain isn’t done. The real bottom isn’t where you feel uncomfortable. It’s where you feel hopeless, swear off crypto forever, and mute every chart account you used to worship. That’s when I’ll start buying again. Quietly. While you’re tweeting “crypto is dead” for the fifth time. But hey what do I know? I only warned 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.*
>SOL is bleeding pretty damn bad. yeah, that's the point behind this thread, everything is cheap, meaning unless the corresponding fundamentals dropped as much as the price, then it should be a more attractive asset. Solana is far and away the most competitive chain to ETH, it took the opposite approach to scaling which now looks even smarter as Vitalik is questioning the execution ETH's L2-centric roadmap, onchain metrics are already top of the industry but even then they've been improving, tradfi inflows are steady, RWA adoption continues to increase, Solana is still the preferred chain for most project launches and is generally the first place where emerging narratives and use cases proliferate(AI agents, DePIN, etc). Not to mention we're now 2 years away from the last outage, and since then 10+ other chains have had downtime(mostly ETH L2s and Sui), yet no one cares. New L1s have popped up, but none of them have really gained any traction. You had Plasma launched by Tether, Monad super hyped up, Tempo, Keeta, none of these are really doing anything, so it seems clear that the networks effects of Ethereum and Solana have given them a strong moat. I can't see any new L1s challenging them if the recent launches are trending this way and I doubt any old L1s will catch up. Outside of Solana lacking a more competitive perps protocol, there isn't really much specific weakness in the ecosystem. Solana has been steadily progressing towards the original North star of "decentralized NASDAQ", teams from other networks understand how important Solana is and now even L1 coins like MON, ZEC are getting put on Solana. Coinbase/Base has upped their Solana support, devs from Near(who are very respected) made SolSwap. Even if you kind of bearish on crypto in general, you should be extremely bullish on Solana relative to the industry IMO.
Yeah I know, I work in the RWA space and we use ICP often as a blockchain for our projects. Still, the price hasn’t moved in years
**🧠 AI + On-chain Compute** 1. **Orai (ORAI)** 2. **SingularityNET (AGIX)** 3. [**Fetch.ai**](http://Fetch.ai) **(FET)** 4. *Near* **🏦 Real-World Assets (RWA)** *RWA is about linking traditional capital flows with crypto rails.* 1. **Synthetix (SNX)** 2. **Centrifuge (CFG)** **⚙️ Scalable New Layer-1s** 1. **Aptos (APT)** 2. **Sui (SUI**) 3. **Avalanche (AVAX)** 4. Berachain Always do your own research
honestly think it's stablecoin adoption + RWA tokenization. the infrastructure plays are where money's actually moving. SEI's seeing decent institutional activity too if you track the on chain data
The new thing with stablecoins is there's a competition on for who's going to make the best settlement layer that offers faster transaction finality than Visa/Mastercard and starts getting adopted by banks and governments. Currently in the running, that I know of: \* STABLE by Tether (public mainnet live since December, token price moving nicely, not caring that BTC is dropping) \* ARC by Circle (testnet only, public mainnet to be launched this year) \* TEMPO by Stripe (testnet only, public mainnet to be launched this year). Other than that, Canton ($CC) seems to be where the attention has moved for those who still believe in the RWA narrative. I loaded a small bag but I have less hope for this sector to maintain an upward trajectory than I do for the stablecoins thing, especially with the initial hype phase that those last two are likely to have if&when listing on exchanges.
Others and I have always said Ethereum would be *much* better off if it focused on L1 scaling. That is where the liquidity, TVL, developers, dApps, DeFi, stables, RWA, etc live, and it doesn't have the same trust assumptions and centralization as L2s.
RWA mostly gain on tokenisation protocols and backed by institutions. Flare Testnet Coston2 is ongoing. Flare Networks niche is assuming tokenization in Web3.
Judging a blockchain’s quality solely by its current DefiLlama fees is like judging a highway’s reliability by how many traffic jams it has. High fees and retail volume on chains like Solana are frequently driven by bot-heavy meme coin speculation, which is a poor indicator of actual long-term network value or institutional utility. The real activity is happening where speculators aren't looking. Algorand is actually being used for major Real World Asset (RWA) projects, such as the tokenization of 5 million airline tickets via TravelX and the digital insurance platform for the entire Italian market. While the "popular" chains have suffered from multiple high-profile mainnet halts and network-wide crashes over the years, Algorand has maintained zero downtime since its launch in 2019. Algorand’s technical superiority is clear in its instant finality and fork-proof design, whereas more "hyped" chains often struggle under heavy load, leading to high transaction failure rates and manual network restarts. Efficiency and low costs are not signs of a dead network; they are the literal goal of a functional blockchain. While the market is currently distracted by puppy coins, the infrastructure that is actually green, fork-proof, and institutionally reliable is building the foundation for the next market cycle.
Tell that to people like BlackRock investing billions in their BUIDL for RWA tokenization, or the numerous partnerships, acquisitions, and further investments in this sector from institutions. It’s rewriting the financial system, but it hangs on regulatory advancement like the Clarity act and advancements in security.
After a lot of research, (I will be pummeled here because its unpopular) I believe Hedera is destined to be one of the winners, for a variety of reasons. It is not a blockchain, it uses a DAG hashgraph architecture that avoids many of the problems of blockchains (congestion, variable gas fees, front running, high energy use) . It has security (ABFT), proven velocity(10K TPS), speed (<3 sec finality), fixed, low cost (.0001 / transaction), proven scale (71B completed transactions (no including voting as SOL claims), very low energy usage (\~0.000017 kWh per transaction), it is EVM compatible to connect with ETH DeFi, ISO 20022 certified for financial use cases including RWA tokenization, a governing council of 39 global enterprises including Google, Boeing, Dell, Mondelez, LG, IBM, etc.). Hedera has never really played the press release pump game of other cryptos and it is not well known or liked in the retail crypto gambling space. Its current market cap is a tiny fraction of SOL or ADA. In my opinion, it's the "AMZN" of the crypto world in 10 years.
I'm usually L1's, RWA and Hyperliquid concentrated portfolio, but If I had to buy a meme for next cycle as a riskier bet, It would be fartcoin. Hot air rises, imagine the smell If It rises above all time high and beyond
Big Mistake. Huge Mistake. /r/cryptocurrency has been fertile shilling grounds for ETH Maxis to bamboozle noobs with Triple Halving, Supply Crunch, Ultra Sound Money, DeFi, RWA bullshit narratives that have resulted in nothing but losses. > The Ethereum triple halving and why **ETH will easily overtake BTC in marketcap** https://np.reddit.com/r/CryptoCurrency/comments/p5m9eq/the_ethereum_triple_halving_and_why_eth_will/ > You've probably seen many E**TH price predictions usually ranging from $10,000 to $20,000...but it would thus be erroneous** to use BTC price predictions and apply them to ETH as it is almost always done with ETH price predictions. EIP-1559 and PoS will account for a reduction in ~90% in sell pressure due to the deflationary tokenomics and huge monetary incentive to stake ETH which in turn gives more illiquidity, implies the price of **ETH could reach up to $150,000** in a best case scenario. https://np.reddit.com/r/CryptoCurrency/comments/pen9od/the_ethereum_triple_halving_part_2/ > Let's clear up the facts around EIP-1559, the **merge/triple halving and ЕТН becoming a deflationary asset**...For over a decade now the crypto market cycles have revolved around the Bitcoin halvings when the supply of new coins going to miners halves. This is important because miners are majority sellers. They have electricity bills to pay https://np.reddit.com/r/CryptoCurrency/comments/ofcxrn/lets_clear_up_the_facts_around_eip1559_the/ > Here are some simple calculations implications of POS' triple halving. ...ETH issuance goes down from 4% to 0.5% IMMEDIATELY. **What took BTC 12 years to achieve, ETH is gonna do it in 1 block length!** https://np.reddit.com/r/CryptoCurrency/comments/oz5hkm/eth_has_managed_to_burn_4600_eth_24_hours_after/
Stablecoin usage has no bearing on ETH appreciation - Stablecoins marketcap is up 190% from 2021 - ETH is down -52% from 2021 - ETH fee revenue peaked at $74 Million on 5/14/2021 - ETH fee revenue on 1/30/2026 was $370K which is -99% from its peak https://www.theblock.co/data/on-chain-metrics/ethereum/ethereum-miner-revenue-daily As I warned the dumb and gullible > It's always BTC parabolic gains seeking profits and attracting attention and capital to the crypto space is the cause of appreciation. 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/lwyql0m/
Just to mark down here the “fundamentals of crypto” that exist eve if they are quite different from RWA: Technology: what the blockchain or project key elements and problem solving does it bring Development: activity level of developers on the network Tokenomics: how the reward and revenue stream model does work Utility: what kind of market in RWA or services are provided and what kind of pontential market growth is expected Adoption: attractiveness of the token coin for future holders/ investors. Mass adoption means price increase.
> I'm sure that Ethereum will survive the crisis...Bitcoin I don't know, it proves again that it is not a hedge against anything One day little boys like you will grow up and realize that BTC is a speculative asset that is the prime mover that dictates the entire crypto market and that ETH is a double speculative asset that has been underperforming almost everything for 8 years and historically has a 0.96 correlation coefficient to BTC only appreciates when BTC goes on bullruns. Little boys when they grow up will realize Supply Crunch, Triple Halving, Ultra-Sound Money, DeFi, RWA narratives. If they still don't understand how crypto market works, they will continue to lose money. > It should be fine soon. If ETH goes to 20k, you will see it in your stocks https://np.reddit.com/r/ethereum/comments/1mkmcbn/daily_general_discussion_august_08_2025/n7q987w/ > Those who believed there would be a correction, you doom posters, learn one thing: ETH is deeply undervalued and will correct only after 20k when it crashes to 18k https://np.reddit.com/r/ethereum/comments/1mn45zg/comment/n840d1m/ > Here's what Bloomberg said: > Tom Lee: Ethereum is where Wall Street and AI will converge > If Wall Street piles into #Ethereum projects, ETH's value could jump to $60,000 > Ethereum remains the busiest blockchain by on-chain value > Treasuries locking $ETH away could accelerate the vision that Ether is not just another speculative coin, but the core of a future monetary system > Issuance is low, and because a portion of every transaction fee is permanently destroyed, supply can even shrink over time. Treasury companies could amplify that scarcity > One of Ethereum’s biggest advantages over Bitcoin is staking. It’s a way to turn ETH into a yield-bearing asset, like a dividend-paying stock than a static commodity > We see many story arcs that are making Ethereum the biggest macro trade over the next 10 to 15 years > Financial institutions see Ethereum as a natural choice. https://np.reddit.com/r/ethereum/comments/1mv5nq3/comment/n9oa8b0/
IMO RWA coins and those with full adoption will hang around lomg term but 90% of altcoins are going to zero in the next 2 years. Bitcoin is being pumped by wall street now so it's a tool to make money so it will be useful until it's not and then it will get dumped across the board.
> 60% locked up with beacon. The price is going to spike insanely fast when everything is situated on the macro level. Bagholder Bingo. Unbelievable that noobs are still falling for the Supply Crunch, Triple Halving, Ultra-Sound Money, DeFi, RWA narratives. If you don't understand how the crypto market works, you will continue to lose money. Lesson: BTC is a speculative asset that is the prime mover that dictates the entire crypto market. ETH is a double speculative asset that has been underperforming almost everything for 8 years and historically has a 0.96 correlation coefficient to BTC only appreciates when BTC goes on bullruns. - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K - May 2021, ETH hits ATH after BTC tops out in April 2021 - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 - August 2025. ETH briefly touches past 2021 ATH after BTC breaks $120K /r/cryptocurrency is a shilling ground for ETH Maxis who have been making bagholders of naive investors who keep falling for ETH meme narratives > The Ethereum triple halving and why ETH will easily overtake BTC in marketcap. **(August 2021, ETH $3,150)** https://np.reddit.com/r/CryptoCurrency/comments/p5m9eq/the_ethereum_triple_halving_and_why_eth_will/ > You've probably seen many ETH price predictions usually ranging from $10,000 to $20,000...but it would thus be erroneous to use BTC price predictions and apply them to ETH as it is almost always done with ETH price predictions. EIP-1559 and PoS will account for a reduction in ~90% in sell pressure due to the deflationary tokenomics and huge monetary incentive to stake ETH which in turn gives more illiquidity, implies the price of ETH could reach up to $150,000 in a best case scenario. **(August 2021, ETH $3,200)** https://np.reddit.com/r/CryptoCurrency/comments/pen9od/the_ethereum_triple_halving_part_2/ > Let's clear up the facts around EIP-1559, the merge/triple halving and ЕТН becoming a deflationary asset...For over a decade now the crypto market cycles have revolved around the Bitcoin halvings when the supply of new coins going to miners halves. This is important because miners are majority sellers. They have electricity bills to pay **(July 2021, ETH $2,500)** https://np.reddit.com/r/CryptoCurrency/comments/ofcxrn/lets_clear_up_the_facts_around_eip1559_the/ > Here are some simple calculations implications of POS' triple halving. ...ETH issuance goes down from 4% to 0.5% IMMEDIATELY. What took BTC 12 years to achieve, ETH is gonna do it in 1 block length! **(August, 2021, ETH $2,900)** https://np.reddit.com/r/CryptoCurrency/comments/oz5hkm/eth_has_managed_to_burn_4600_eth_24_hours_after/
Eth will survive, tokenization of stocks, metals and RWA will be huge trilions will flow to them from countries where is very difficult to access these investments. But ETH will collect only breadcrumbs the real money will go somewhere else not to crypto. So with ETH inflation it could go a little bit up or down impossible to say but IMO it will not die, it could also flip btc in 10/15 years but it will be very sad
Like NFTS, web3, RWA,, AI compute, all the buzz words that that the crypto bros try to imsert a useless blockchain into... so mich value!
How can we leverage Stellar’s RWA capabilities to tokenize **reforestation efforts** aimed at protecting freshwater basins in Argentina? Our project, **Water Forests**, has 5 years of field experience. We are looking to move to the next stage by using Soroban smart contracts to transparently track and fund reforestation that directly impacts ecosystem health. What is the best way to structure these environmental assets on-chain to attract global supporters?" Our work on the field: [https://www.youtube.com/watch?v=ODRdKeAhoS0](https://www.youtube.com/watch?v=ODRdKeAhoS0) **Project Link:**[https://bosquesdeagua.ar/](https://bosquesdeagua.ar/)
How can we leverage Stellar’s RWA capabilities to tokenize **reforestation efforts** aimed at protecting freshwater basins in Argentina? Our project, **Water Forests**, has 5 years of field experience. We are looking to move to the next stage by using Soroban smart contracts to transparently track and fund reforestation that directly impacts ecosystem health. What is the best way to structure these environmental assets on-chain to attract global supporters?" Our work on the field: [https://www.youtube.com/watch?v=ODRdKeAhoS0](https://www.youtube.com/watch?v=ODRdKeAhoS0) **Project Link:**[https://bosquesdeagua.ar/](https://bosquesdeagua.ar/)
There was no $3B TVL goal. The $3B figure referred specifically to onchain RWAs, not total network TVL. On RWAs, progress has been strong. Total onchain RWA supply reached $1B by Q4, up from $466M at the end of 2024 — roughly 115% year-over-year growth. Q4 alone added $194M, reflecting sustained momentum. RWAs require regulated issuance and long-term partners. The focus has been on building durable, compliant supply. The data shows that approach is working.
\- We missed the RWA $3B mark. In hindsight it wasn't realistic. TBH still learning how to measure success. But if you look at where Stellar is at [rwa.xyz](http://rwa.xyz) we're doing ... really good. \- [Stellar.expert](http://Stellar.expert) is one of the best blockchain explorers in crypto and it's creator, Orbit Lens, is a top notch Stellar builder. The bug Stellar had last year created havoc in his system and re-ingesting data took some time which led to a subpar use experience. Orbit has debriefed and improved a lot - if you're still experiencing issues please report on github. Our partnerships team is also working on bringing more block explorers to the ecosystem so that there is more redundancy - stay tuned. \- Can't share any further information right now
Super excited about the growth in RWA. There are always short term moves in market cap, and stablecoins on Stellar grew about 50% in 2025, and also very excited to see new assets like USDY and PYUSD starting to grow on the network. Local currency denominated stables will be a great area of growth for the ecosystem going forward, looking forward to seeing those assets grow too
We believe non-custodial fintech applications are a superior way to build neobank style applications, we have spent years working with our ecosystem to build the technology and standards to make them easier to build, maintain and deploy globally. We have reached the point where many of these applications offer UX/UI which is indistinguishable from a web2 or custodial fintech application. That is table stakes though, mass adoption of new technology in fintech like all markets is driven by who offers the best product at the best prices. The majority of users are looking for the best tool for the job not the coolest or newest technology to do the job. We are seeing the early stages of mass adoption globally on Stellar because the fintech applications building on Stellar offer as good or better product experiences, and because they are non-custodial they are able to embed and integrate a rapidly growing number yield bearing assets and defi products and services into those product experiences. This is enabling them to offer yield, credit, FX instruments and locally denominated assets at the lowest costs / highest returns in the markets they are competing in. This is the very beginning of a virtuous cycle for the entire ecosystem, these applications are acting as distribution for the assets and protocols on the network by recruiting new users to the network at a rapid pace. They are outcompeting other applications in those markets, whether built on other chains or on traditional infrastructure. This is attracting new builders to start on Stellar and existing ones to migrate if they want to compete. This in turn drives up protocol TVL, RWA asset values and over all payments volume, which attracts more builders and issuers. Bottom line is that what is driving our mass adoption is enabling builders to win in their markets via low cost ubiquitous access via our ramps, and the right building blocks to build for their customers needs via protocols and assets wrapped in the best user experience which make the technology its built on disappear into the background, where it belongs.
Hi there - for RWAs to become more consumer friendly we need to make sure that the infrastructure fades into the background. Friendly UX is a big unlock to be able to get massive distribution. Very excited to see what some folks in the ecosystem are doing in terms of composability, and wrapping up RWA and DeFi experiences in a way that is easy to understand for non-expert users.