RWA

Zaytion_

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

Jenn2895

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

Saffuran

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

hoppeeness

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

The-great-phoenix

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

MinimalGravitas

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

TheVeloRebel

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

Jenn2895

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

BakingBreadBB2

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

Freudarian

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

Proper-Stay-9995

I like RWA focused projects

Mission_Ad_5348

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

AlbiBambi

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

AlbiBambi

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

eggZeppelin

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

Mattie_Kadlec

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

Mattie_Kadlec

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

AlbiBambi

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

ProfitableCheetah

RWA is taking over crypto and there is no stopping it

Foreign-Back-8676

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

JakRenden2

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

Jenn2895

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

Old-Committee944

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

ninenulls

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

Fluffy-Situation-818

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

Freudarian

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

jawni

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

AccordingFloor7010

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

AccordingFloor7010

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

hoppeeness

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

Imp-Classic17

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

MinimalGravitas

The chart has quite a few notable omissions... - On May the 6th Fidelity (the 3rd biggest asset manager in the world) launched their first tokenized fund, the USD Digital Liquidity - FILQ. - On May the 8th Blackrock (the biggest asset manager in the world) announced a new $6.1 billion RWA tokenization project - BSTBL. - On May the 12th JP Morgan (the biggest bank in the world by market capitalization) announced their new tokenized money market fund - JLTX. etc etc In my opinion the biggest story of Q2 this year has been the adoption of crypto rails by literally the biggest institutions in the traditional financial world. That seems to me more likely to have long term impact on the ecosystem than Ansem's memecoin or the EdgeX airdrop.

counterboy12

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

mrmogul914

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

SkyEnvironmental7746

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

Routine-Can-1678

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

OscarCorterz_20

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

Old-Director-6727

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

mrmogul914

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

MinimalGravitas

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

Grouchy_Science1847

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

Total-Literature447

This and RWA

Old_Network1961

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

sigh_duck

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

arturas_rizen

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

jawni

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

RWA_Maxi_1

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

Educational_Cable405

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

MinimalGravitas

Yes it is... * The network has barely 3 TPS: https://www.hederatxns.com/ * The token price is not just lower today than when it launched, it is also lower than during the pre-launch SAFT 3 investment rounds: https://www.coinlore.com/coin/hedera-hashgraph/historical-data * It has basically zero stablecoin adoption, in 48th place ($48.2M vs $154**B** for the market leader): https://defillama.com/stablecoins/chains * It has basically zero RWA adoption, in 19th place ($90M vs $15.9**B** for the market leader): https://app.rwa.xyz/networks * It has basically zero DeFi adoption, in 39th place ($43M vs $37.3**B** for the market leader): https://defillama.com/chains The only real use case was when they gave Atma free transactions, and even then they still abandoned the network. It is dead.

MinimalGravitas

Yes it is... * The network has barely 3 TPS: https://www.hederatxns.com/ * The token price is not just lower today than when it launched, it is also lower than during the pre-launch SAFT 3 investment rounds: https://www.coinlore.com/coin/hedera-hashgraph/historical-data * It has basically zero stablecoin adoption, in 48th place ($48.2M vs $154**B** for the market leader): https://defillama.com/stablecoins/chains * It has basically zero RWA adoption, in 19th place ($90M vs $15.9**B** for the market leader): https://app.rwa.xyz/networks * It has basically zero DeFi adoption, in 39th place ($43M vs $37.3**B** for the market leader): https://defillama.com/chains The only real use case was when they gave Atma free transactions, and then they still abandoned the network! It is dead.

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

MinimalGravitas

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

cryptocheeta

I will be honest I think its Zigchain RWA

BrisingrReborn

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

Phantasmaaa

RWA projects are the play

CopynCat

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

ConsistentRub934

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

Sapodilla101

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

Sure-Benefit2023

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

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

NoSleepDad2023

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

hoppeeness

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

SadExtreme8597

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

FollowingFriendly505

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

Most-Use-2167

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

Spiritual-Summer8184

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

Weird_Evidence6587

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

financeguruIB

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

financeguruIB

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

synthwave_man

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

Brave_Respect1975

Be patient solana is a good RWA 👍

PeteyPab305

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

Electronic_Quote399

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

WanderingSelf

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

PeeOnDusk

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

ChangeHeroOfficial

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

ChangeHeroOfficial

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

BakingBreadBB2

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

AlbiBambi

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

Routine-Can-1678

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

Patient_Craft2195

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

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

Dependent-Stuff-8982

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

Euro347

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

counterboy12

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

MinimalGravitas

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

MinimalGravitas

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

ciralu

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

Solid-Individual-913

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

Accurate_Salt2613

Yeah looking for an L1 play and also RWA and AI

DeaderthanZed

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

Worldline_AI

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

OscarCorterz_20

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

siegsage

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

SadExtreme8597

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

Sothisismylifehuh

RWA on Ethereum? Bitcoin isn't needed.

Patient_Craft2195

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

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

Illustrious-Boss9356

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

ShillBandit

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