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Still don't see anything happening until September onwards. A couple of (RWA) things could go on a run in May but not sure how long it would sustain, and by the time you've realised which ones it is, it'll be too late :D
>> Do you really think calling people 'mETH heads' and DeFi a 'shitcoin casino' makes you sound smarter or somehow strengthens your argument? >The DeFi shitcoin narrative has resulted in EVERY single investor falling for the meme losing money on DeFi shitcoins of which EVERY single one is at a loss from 4 years ago. Someone needs to talk common sense instead of /r/cc circlejerking itself to DeFi off a cliff >> stablecoins >Stablecoins are crypto's killer use case and besides BTC, the only other asset that is growing long term. These networks are just rails and not investments >> lending >overcollaterlized loans using volatile crypto as leverage to gamble on shitcoins. Nobody is getting a loan for a car, a mortgage, etc with the DeFi meme >> tokenization >97% just stablecoins. Some niche case pilots for treasuries but shilled to death as RWA are the future and leading people to huge losses >> Billions in real-world value flow through Ethereum daily, enabling financial tools without banks, borders, or gatekeepers. >Besides value moved around in trading as with all cryptos, again rails for stablecoins. Doesn't mean ETH is an investment or has to go up in value. Tron dominates developing countries btw. And it doesn't mean this shitcoin tokens that are being shilled will go up in value. >> Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains >https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/ Okay so it feels like you’re making up arguments and then answering them yourself, weird but ok. This conversation is not about token prices or investments so I'm not sure what you're trying to do here, I'm not having another "my crypto is better than yours situation". Calling DeFi a “shitcoin casino” or Ethereum a “pure investment vehicle” completely misses the point. We started with “Ethereum is dead,” yet it powers a multibillion dollar DeFi world: stablecoin rails, tokenized assets, permissionless lending ecc... That's not a meme coin casino. Stablecoins as investments? That is like calling roads investments instead of infrastructure. Ethereum is a utility platform powering real economic activity, if you're only after price what's the point to even discuss anything.
> Do you really think calling people 'mETH heads' and DeFi a 'shitcoin casino' makes you sound smarter or somehow strengthens your argument? The DeFi shitcoin narrative has resulted in EVERY single investor falling for meme losing money on DeFi shitcoins of which EVERY single one is at a loss from 4 years ago. Someone needs to talk common sense instead of /r/cc circlejerking itself to DeFi off a cliff > stablecoins Stablecoins are crypto's killer use case and besides BTC, the only other asset that is growing long term. These networks are just rails and not investments > lending overcollaterlized loans using volatile crypto as leverage to gamble on shitcoins. Nobody is getting a loan for a car, a mortgage, etc with the DeFi meme > tokenization 97% just stablecoins. Some niche case pilots for treasuries but shilled to death as RWA are the future and leading people to huge losses > Billions in real-world value flow through Ethereum daily, enabling financial tools without banks, borders, or gatekeepers. Besides value moved around in trading as with all cryptos, again rails for stablecoins. Doesn't mean ETH is an investment or has to go up in value. Tron dominates developing countries btw. And it doesn't mean this shitcoin tokens that are being shilled will go up in value. > Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/
For RWA especially, it seems like there really couldn’t effectively be very many L1s. Unless I’m misunderstanding something?
I agree with your first point. Bitcoin is slow and near ossified. Ethereum gives a space for developers to try out new ideas, rapidly iterating. However I also started thinking that if a good idea does come out, it will most certainly be copied back to Bitcoin. The two will compete, and who will win? Probably the most established network. And you're right, my stance is near fundamentalist. If you want to accuse me of throwing the baby out with the bathwater you may be right. I never want to be that guy in 1890 who wanted to close the patent office because everything had already been invented. So if a successful project does emerge from DeFi I'll eat my words. But one hasn't. It's been 10 years. All the good ideas, like the decentralized Uber, the RWA tokenization, etc have not materialized. Why should they? Why would a title company trust the Ethereum Foundation run by a bunch of young goobers for societies most important assets? None of the smart contract chains are remotely decentralized. I'll believe Ethereum is when they remove the difficulty bomb, set the monetary policy, and don't touch it for 10 years. Unfortunately as of today, they keep introducing new 5 year roadmaps. I think they've succumbed to the human desire to tweak and improve. The Ethereum Foundation is akin to the Federal Reserve, an unelected board of governors who act on their own self interests. So I think we're in agreement all over the place. I also agree Ethereum isn't investable right now. If it *does* become investable, we'll be able to see it coming. People keyed in to the potential of the internet could see Amazon was doing something big, even during its many years of negative profits and 80% drawdowns.
Copium for ETH holders, like me, but this game is too early to call. There's no reason that RWA need to crystallize on one chain.
This question doesn't really make sense, especially without being able to name specific chains. They are important, but the context and specificity matter. If you mean, how much does a chain's implementation of native assets matter, then it does a bit. Both Paypal and one of the institutions tokenizing RWA's (can't remember which one, was either Societe Generale, Standard Chartered, or Franklin Templeton I believe) noted that Solana's token extensions were features that helped them choose Solana. On the flipside, a chain like Cardano has more restrictions on native assets and it has prevented the major stablecoins USDC and USDT from being issued there natively.
ALT narratives projected to do well this cycle include: AI, gaming, and RWA. Layer 1’s tend to be a safe bet as well.
> VRF used by individual players within gaming environments. [https://pentagon.games/](https://pentagon.games/) >[https://ccip.chain.link/](https://ccip.chain.link/) >Operates wallet to wallet on the majority of txs. Only differs when it has taken over things like ronin bridge or whatever. You obviously don't understand what B2B means. All the B2C is the app. Link is the B2B infra powering the app. By your logic, all wholesalers are B2C because their input eventually ends up in a product consumed by the end consumer. > [https://chain.link/education-hub/proof-of-reserves](https://chain.link/education-hub/proof-of-reserves) Exactly like I thought. You thought you could get away with smashing a bunch of buzzwords to pass an argument. The link proves it. You don't even read your own link. Let me quote: > To power the TUSD Proof of Reserve reference feed, Chainlink oracles fetch data from The Network Firm, which performs regular reviews of TrustToken’s escrowed bank accounts. All the auditing is done off-chain. All Link does is feed info provided by the issuer, not verify it. Any oracle can do that. > Read the stablecoin act. Try reading your provided material first. > So you agree, the value capture is not on the L1. It is data and protocol level? How the fuck did you get that from reading what I wrote? Somehow you think vertical integration of protocol and data value capture means there is no value capture at the L1? WTF? The L1 value capture is always at the social level. Without any network effect on the L1, no one gives a fuck about your RWA and other Oracle nonsense, because ppl will just use TradFi platforms for cheaper and easier access to the same asset classes provided by RWA. > Traps you in the chainlink standard, on whatever chain/s you want. LOL. No. Assets are tokenized at the DA and execution layer. ChainLink does neither. The messaging protocol doesn't tokenize an asset. It simply sends messages across chains to mint and burn tokenized assets. You don't even understand the basic modules of a blockchain, and here you are trying to pretend otherwise. Why do you want to embarrass yourself like this? > The value in blockchain is cost savings and freeing up illiquid assets? I don't know what you are talking about. Throughout crypto history, the market has resoundingly said that the value provides a decentralized SoV. Blockchain doesn't cut costs and UX complexity. These trappings come from securing a decentralized SoV and self-sovereign assets. That means everything else is secondary. RWA is not even self-soveriegn by the very design. > Are you trolling me? You don't seem to know a lot about Chainlink, but you are acting as if you do. I am tired of this retarded discussion. You have a very cursory understanding of things. Have no more energy and time left to educate you.
>Wrong again. CCIP users are the bridging protocols. But that vertical has much more competition, from LayerZero to other intent-based protocols. VRF is again used by apps to generate random outputs. VRF used by individual players within gaming environments. https://pentagon.games/ https://ccip.chain.link/ Operates wallet to wallet on the majority of txs. Only differs when it has taken over things like ronin bridge or whatever. >WTF are you talking about? Proof of reserves is done at the off-chain level, either via some Merkle tree proof or a third party audit. https://chain.link/education-hub/proof-of-reserves The result of proof of reserves is pushed to protocols using the stables. Risk management. Read the stablecoin act. >They want closer integration of value capture across their portfolio. For example, if they own a protocol issuing real estate RWA, they want to make sure the same protocol is using an oracle they own So you agree, the value capture is not on the L1. It is data and protocol level? >The one who owns downstream and upstream supply chains has the market power to decide who owns the middle. If they own the asset issuing base and the customer relationship, then they have the market power to decide on the oracle. >Link doesn't issue assets. Those who issue assets will favor the oracle they own and use it instead. Link has no moat here. You can tokenize assets using Chainlink. Bakes in their cross-chain token standard. Traps you in the chainlink standard, on whatever chain/s you want. https://tokenmanager.chain.link/ Tokenmanager is a beta for CRE(chainlink runtime environment). Which will be pushed out by SWIFT. I suspect it is being used by DTCC based on their previous work together on [NAV data](https://www.dtcc.com/dtcc-connection/articles/2024/may/16/smart-nav-pilot-report-bringing-trusted-data-to-the-blockchain-ecosystem). >The data is pretty strong in showing where blockchain "yield" happens. It is at the SoV value. You all trying to gaslight ppl into overvaluing basic TradFi stuff at higher premium without justification. The primary attraction is crypto native assets. Off chain assets are secondary in interest and have better Web 2 outlets to provide better UX and exchange fluidity. Isn't the entire aim to bring those assets on chain? The value in blockchain is cost savings and freeing up illiquid assets? Are you trolling me? You don't seem to know a lot about Chainlink, but you are acting as if you do.
> Depends on the product; data streams, VRF, CCIP. Can all be considered a per user basis. > Wrong again. CCIP users are the bridging protocols. But that vertical has much more competition, from LayerZero to other intent-based protocols. VRF is again used by apps to generate random outputs. > Currently the only oracle in town equipped to provide proof of reserves/liability. WTF are you talking about? Proof of reserves is done at the off-chain level, either via some Merkle tree proof or a third party audit. > Which is required via the stablecoin act. You can't audit a stablecoin reserve with an oracle. WTF are you on about? For example, there is no way ChainLink can know if Circle has enough treasury bills unless ChainLink can access Circle's accounting books. Using random buzzwords to faze ppl into a nonsensical argument doesn't work here bud. > They understand where the value lies. They want closer integration of value capture across their portfolio. For example, if they own a protocol issuing real estate RWA, they want to make sure the same protocol is using an oracle they own. It is called ***VERTICAL INTEGRATION*** in business lingo - read it up, bud. > I personally think it is too late for them now. The one who owns downstream and upstream supply chains has the market power to decide who owns the middle. If they own the asset issuing base and the customer relationship, then they have the market power to decide on the oracle. > Settlement will be free. It is low in fees but not interchangeable. Hence, you get a sticky network effect. Interop solutions are being pushed hard to compete at low margins and become more composable. Hence, they will become more substitutable. > Value will only enter public permissionless chains to interact with protocols for yield The data is pretty strong in showing where blockchain "yield" happens. It is at the SoV value. You all trying to gaslight ppl into overvaluing basic TradFi stuff at higher premium without justification. The primary attraction is crypto native assets. Off chain assets are secondary in interest and have better Web 2 outlets to provide better UX and exchange fluidity.
Here hoping that the RWA narrative is still going strong.
Totally fair take—and one a lot of long-time DOT holders are quietly sharing right now. You’re not alone in feeling that Polkadot’s momentum in terms of hype and narrative has cooled off, while Chainlink’s narrative is heating up again, especially around CCIP (Cross-Chain Interoperability Protocol). Here’s a breakdown to help you think it through: ⸻ Polkadot vs. Chainlink: Current Sentiment & Traction Polkadot (DOT) • Strengths: • Solid tech (shared security, parachains). • A dedicated dev community (Substrate framework is still used a lot). • Active in Web3 governance and cross-chain communication (XCM). • Weaknesses: • Sluggish adoption of parachains by killer apps. • Governance changes and the move to Polkadot 2.0 confused many holders. • Lack of hype and media buzz—it’s become more of an “infra” project, not a shiny consumer-facing ecosystem. Chainlink (LINK) • Strengths: • CCIP is gaining real traction—big names like SWIFT, DTCC, and tokenized asset platforms are experimenting or integrating it. • Chainlink’s oracle dominance is unmatched. • Maintains strong partnerships and buzz, especially in the real-world asset (RWA) narrative. • Weaknesses: • Centralization concerns (Oracle committees). • Some argue it’s more enterprise-facing than retail-focused. • Still working on fee/value accrual mechanisms for LINK token holders. ⸻ Community & Hype Shift • LINK’s hype is back, especially among DeFi and TradFi crossover folks. • DOT feels like it’s drifting—some of its original backers have shifted attention to other chains like Cosmos, Near, or modular solutions like Celestia. ⸻ If You’re Considering Rotating DOT into LINK • From a narrative momentum perspective, LINK is arguably in a much better position in 2025. • That said, DOT is probably undervalued on a purely tech basis—if Polkadot 2.0 ever clicks or parachains take off, it could be a sleeper. • If you’re more into momentum and growth narratives, LINK might feel more “alive.” • If you’re still a believer in long-term infrastructure bets, keeping some DOT or rotating only part might make sense. ⸻
Don’t listen to Gullible do some research mate , XDC is well overlooked. They will do big things. They just got a deal with Liqi to tokenise 500mil worth RWA. This is one of many things, they are ticking boxes everywhere. All the ISO coins should do well. This fella saying they are shit coins is obviously a bitcoin maxi, XRP (Jake Claver Lover) or into meme coins.
Guys remember to listen to /r/cc and buy the cheaper, faster coin with smart contracts. Everyone knows that the everyday person cannot live without Smart Contracts, DeFi and RWA even though they've never heard of these things or your shitcoin. > **Would you rather hold 1 BTC or 10 ETH and why? (From 2018)** > 10 ETH. ETH is more usable than BTC. I'm not a fan of BTC after the "store of value" ridiculousness. > ETH definitely. BTC only holds the value it does because of exchanges, and some sites which don't offer alternatives (very few nowadays), the digital gold argument is stupid > ETH it's cheaper so more potential profit. > **If you think BTC is more likely to reach 40,000 than ETH reaching 2,600 you're lying to yourself** > 10ETH. It is faster, cheaper and supports DAP's. It will also eventually switch off mining which I feel will be a step forward for crypto. > https://np.reddit.com/r/CryptoCurrency/comments/83olas/would_you_rather_hold_1_btc_or_10_eth_and_why/
Might as well merge RWA, DePin, DeSci, DesPacito, and all other buzzwords
Here is the catch. Triple Halving, Supply Crunch, Ultra-Sound Money, DeFI, RWA, Oracles, Nostro Vostro, Parachains, Supply Chain, etc are also memes.
got myself a nice position of $PALM on cardano. new RWA coin with a lot going for it.
No one can say what will be around in 40-50 years. We are in very interesting times where we are seeing advances in technology accelerating and rapid iterations across every industry. The best you can do, is keep your ear to the ground and adjust your investments wisely throughout your life. The likes of BTC, Eth, Sol, Ada, etc are all worth watching but realistically they could all go to zero in 10-15 years. The higher up the risk curve you go, the quicker it could happen. You have projects like TAO that could be well position for AI or Chainlink, Ondo Stellar and Algo that may be able to gain market share with RWA being brought onchain. Just like the dot com bubble, there are many opportunities, but only a few companies will manage to snag the market and we won't see strong investment until they cement themselves into the industry.
Those are still centralized in certain aspects, right? You don't own the real estate, you invest in the token of a company that handles things and pays you according to your "ownership". I might be wrong of course. Nonetheless, EQTY by LTO introduces legal contracts that are notarized in the real world embedded in the RWA. And makes this fully decentralized. Eventually, everyone will be able to create a real world asset (get it vetted and notarized) and put it on the market. As I understand it from the sneakpeeks, each RWA will get its own token (supply), which in turn can interact with each other through dexes. It opens up wild possibilities and new forms of liquidity and speculations. Tokenize a racing team and let people share in its winnings. Real estate is just one example and while a huge market, I think a wider structure is more appropriate for a layer-1 like LTO Network.
RWA's are really where the big money for the future of blockchain's is going to be, but this subreddit could care less about that.
When their Blockchain is finalized, I think it's over for the rest of crypto esp RWA tokens
I find the concept behind $WHITE and tokenized RWAs quite compelling especially with real-world utility like the debit card use case you mentioned. If the project maintains regulatory compliance and scales adoption it could gain traction. Personally I would keep an eye on other RWA plays like Ondo $ONDO and Polymesh $POLYX as well for diversification.
$ozk. it's backed by solid investment like Animoca. You can find the information of their whole team on LinkedIn, very transparent, promising L2 solution in the RWA domain.
CHEX, the best RWA play. Give that a read: https://x.com/Trim_Bot/status/1912159952707203155?t=oNUgXTFVLU__w6jE13yn8w&s=19
XRP. It IS decentralized. Ripple is not. People always get that wrong. It’s the future of global trade and finance. Currently number 3 crypto built by bitcoiners. Relationships with 300 institutions, partners with BofA, 7% of South Korea uses it almost daily. Japan lowered taxes on XRP from 50% to 15% and 80% of their banks have been approved to use it. UAE and India just completed an oil deal using it. Candidate for the FedNow system. Possible replacement of the SWIFT system but more likely, SWIFT will integrate XRP to stay relevant. Named first for the US crypto stockpile. Connections with WEF, IMF, and many governments. Likely to surpass ETH and has versatile functionality. 19 ETF’s filed, Tokenization of RWA, cross border payments, NFC’s, DeFi getting there, leveraged trading now available. There’s too much to list. It’s the chosen coin. I have high coinfidance in its future.
May: PECTRA update comes and allows validator staking >2000 eth, making it fantastically easier for whales/institutions June: US fed rates may go lower than the eth staking APY July: ETH ETF staking may be approved and all the etf providers rushing for a form amendament to allow staking. Further things down the line: RWA's coming on-chain( Fidelity, Blackrock, BNY mellon) and stablecoin growth. Scaling the L1 is \*now\* primary focus of vitalik's EF as well as the new EF. - Increase speed, lower fees even more, increase burn. MegaETH is becoming a better Solana than Solana.
$CHEX, the only RWA with multiple licenses
It really isn't but okay. I hold both anyway. Eth crushes in stablecoin stored onchain, TVL, RWA to name a few.
I've been provoked by mETH Heads spam long winded posts with attached 20 page PDF propaganda based on mETH Head napkin math memanomic theory and meme fundamentals like Triple Halving, Supply Crunch, DeFI, RWA leading noobs off a cliff to losses that has been posted here year after year. **Here is Propaganda:** > 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 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. 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/ If you have been in crypto long enough, you know what happens to the Alt/BTC ratio over the long term: > 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. > 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. https://np.reddit.com/r/CryptoCurrency/comments/1fgzm3z/daily_crypto_discussion_september_15_2024_gmt0/ln9jvct/
Invest in RWA tokenizations they give good return jist make wise decisions
I'd go for the more affordable ones, that show potential to yield impressively, of course EOS is my top suggestion in that regard, seeing as the coin recently tested a major low, and has been on the rise since, a move now complemented by its network's positioning as a key infrastructure layer behind RWA, bringing in more recognition and value for the asset.
May: PECTRA coming live bringing instituion staking (>2000 eth per validator) June: US FED rates possibly coming down beneath ETH staking APY June and onwards: First ETF staking is approved by the SEC, rest of the issuers start applying Bonus plans in the next year as shared from the devs: connect the L2's through better UI, make them pay adequately security, scale L1 transaction speed and costs, make eth supply burn operate on a much lower treshold, enjoy the RWA's and stablecoin growth activity brough to you by Blackrock, Fidelity and, from last week officially, the behemonth BNY mellon. Fun fact: megaETH is becoming a better Solana than Solana itself. Do with that information what you will. Eth is dead though.
Imagine that that the head of the central bank of the largest economy in the world tells you that Bitcoin is Digital Gold and a competitor to gold and you go out and buy Ethereum because of Triple Halving, Ultra-Sound Money, DeFI and RWA memes. If you are this stupid, you deserve to continue losing money. > “People use bitcoin as a speculative asset,” Powell told CNBC’s Andrew Ross Sorkin during the New York Times’ DealBook Summit. “It’s just like gold, only it’s virtual, it’s digital. People are not using it as a form of payment or as a store of value. It’s highly volatile. It’s not a competitor for the dollar, it’s really a competitor for gold.” https://www.cnbc.com/2024/12/05/what-fed-chief-powell-said-about-crypto-that-may-have-aided-bitcoins-rally-to-100k.html
Imagine that that the head of the central bank of the largest economy in the world tells you that Bitcoin is Digital Gold and a competitor to gold and you got out and buy Ethereum because of Triple Halving, Ultra-Sound Money, DeFI and RWA memes. If you are this stupid, you deserve to continue losing money. > “People use bitcoin as a speculative asset,” Powell told CNBC’s Andrew Ross Sorkin during the New York Times’ DealBook Summit. “It’s just like gold, only it’s virtual, it’s digital. People are not using it as a form of payment or as a store of value. It’s highly volatile. It’s not a competitor for the dollar, it’s really a competitor for gold.” > “We believe the Fed chair’s comparison of bitcoin to gold is a significant development as it introduces another level of credibility to bitcoin as a major asset in global markets,” said Joel Kruger, market strategist at LMAX Group, which runs an exchange for currency and crypto trading. > “The fact that gold is still about 10 times larger than bitcoin should offer additional insight into how much more room there is for bitcoin to grow from current levels,” he added. https://www.cnbc.com/2024/12/05/what-fed-chief-powell-said-about-crypto-that-may-have-aided-bitcoins-rally-to-100k.html
Everyone knows that BTC is the king play here. Only an idiot would refute that. But RWA tokenization will see a lot of inflows into high-tier L1 chains and oracles. I can see something like HBAR and LINK taking off with high-volume RWA tokenization, but we are clearly not even close to there yet. Right now BTC is the only play. But RWA tokenization will bring in other major plays that could well be more profitable, at least for a short to medium term.
Cui bono? Who benefits from RWA? Oracles? L1 chains? Off-chain super-scale private networks?
> metrics are facts.... facts that matter Your meme narratives and scam metrics to shill ETH to gullibles are NOT facts > Ethereum is king King of what? BTC is almost 10X the marketcap of ETH. Sure Ethereum is the King of creating Shitcoin Scams Tokens but nothing else > Over 25 of the top 100 cryptocurrencies by market cap are built on Ethereum. 25 Scam Tokens! Impressive. Ethereum used to have more before. In January 2018, 32 out of the top 100 coins were ERC-20 Meme Tech vaporware rugpulls were on Ethereum. There were over 500 Ethereum ICOs in 2017/18 that stole most of investors money. These tokens and projects mostly end up the same. Only thing it proves is that Ethereum is the King of Shitcoin Scams. https://coinmarketcap.com/historical/20171228/ > Over 50% of all Total Value Locked is on Ethereum TVL is a scam metric based on scam tokens locked up to make gullible fools believe real capital is locked up instead of vaporware scam tokens. > 81% of all tokenized RWAs are on Ethereum 97% of RWA are just Stablecoins available across competing shitcoin networks including Solana, BSC, Tron, L2/Sidechains. Even if the whole world needed public blockchain tokens for transactions, the tokens would not go up in price. Competing networks that provide rails for any time of widely adopted tokenization will need to remain cheap in order to compete. Evidence here is, Stablecoin supply has gone up 120% > The world’s leading financial institutions have either launched or are developing on Ethereum, including BlackRock, Fidelity, Deutsche Bank, BNY Mellon, Visa, Sony, etc. Since March 2024, mETH Heads started shilling BlackRock BUIDL, Soneium, RWA memes and ETH is down -60% since then. It's mostly niche use cases, trials and pilots. Also, ETH Maxis said, Blackrock is only building on Ethereum. They've also started using multiple chains now including Aptos, Arbitrum, Avalanche, Optimism and Polygon. https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/ > Nothing else is even close BTC has a 22% annual return over a ~7 year period. ETH returns ~1%, ETH is not even close. Hell, if you want to earn just as much as ETH at ZERO risk, then you can stake FIAT which guarantee ~5% returns which is 5X better than ETH.
> ETH is like Amazon in 2000 Zoomers investing with meme narratives is exactly why you keep losing money. In 1999, Amazon had a PE ratio of like 160 at one point. It was an online startup that did sales of mostly books and was LOSING money. The entire stock market was in a huge bubble with a PE of 33 and things came crashing down. Through the next 15-20 years, Bezos and Jassy transformed Amazon to a retail giant which today has: - 40% market share of all ecommerce. 40% of all online sales goes to Amazon. - 30% market share of Cloud Computing, a massive cash cow where the world, business, governments, media, etc all run on AWS Cloud. - A massive global delivery infrastructure including 1.5 Million employees, 100,000+ vans, 99+ Airplanes, 175 massive fulfillment centers - 350 Data Centers across 20 countries, a massive global infrastructure of undersea transatlantic and transpacific cables bypassing the slow public internet for their content delivery networks ETH is no AMZN. Nothing is being built on it except Shitcoin Casinos. Sure it'll be used as rails for Stablecoins but as I've warned before it's just competing to be a cheap network with other networks and its own L2s. Just like the Meme ETH narratives of DAOs, ICOs, DeFI, Triple Halving, Ultra-Sound Monies....the RWA and "ETH is like AMZN" will continue to result in losses or at best missed opportunity in better investments. > ETHs value appreciation comes not from utility but like all Alts from capital and liquidity brought by BTC -- see point 1. Also, **in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains.** BTC on the other hand has no competition. It doesn't have to scale, it doesn't have to become cheap, it doesn't have to keep advancing, it doesn't have to keep up with the competition because there is no competition. > *All this points are illustrated with ETH value is already being less than 1/3 BTC value from the summer of 2017 and continuing to trend lower over time. A short time frame of possible ETH out-performance if/when BTC goes on a big bullrun will draw short-sighted fools and their money who will over time watch with despair the falling ratio just as /r/ethfinance is doing so today.* https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/
mETH Heads are getting an education in what happens to Shitcoin/BTC ratio and that DeFi, RWA Memes are not fundamentals. Some are still not learning and the market will continue to teach painful lessons
||BAGHOLDER|BINGO|| |:-----------|:------------:|:------------:|:------------: | ETFs will do for ETH what it did for BTC, be patient | State of Michigan bought $11 Million in ETH | Triple Halving | **RWA, Tokenzation, Blackrock will be using ETH🪙** | Trump World Liberty Financial is buying ETH | First BTC, then ETH, then large caps, then small Alts | **Wait until the money printer is turned on💸** | Reverse Reddit | ETH is up 35% since 2018 and you're complaining? | **🌷ETH always Rockets in Q1 After Halving Year🐤**| Supply Crunch | $70 Billion Total Value Locked | **Doesn't matter lower caps did 4X, when ETH appreciates it holds its value💪** | Playing out like last cycle, ETH will make big moves in Dec. 2024 | FUDDers make me bullish | Millions ETH burned, Ultra-Sound Money
> The only thing I am not sure on is, what is the price where they feel comfortable establishing the ground floor. It's not about establishing a ground floor on a random asset hoping to sell at a greater price. There has got to be some type of belief in its use case. Billionaire investors see no use case for ETH. Sure gullible retail will fall for DeFi, RWA meme narratives but billionaires and institutional money is not so gullible. ETH Maxis can keep chanting billionaires are wrong and the market is wrong but they are going against what the entire market, billionaires and institutions are telling them. That is always a losing proposition. > I find it staggering that all these billionaires are rushing to buy BTC completely unaware that an ETH validator is literally a toll booth on the financial highway of tomorrow. Meanwhile, they're all scrambling to get their hands on a DIGITAL PET ROCK. > https://np.reddit.com/r/ethereum/comments/1hvltqi/daily_general_discussion_january_07_2025/m5uye2q/ If you listen to billionaire after billionaire who invest in BTC, they see BTC's use case as a diversifier. I can point to dozens of these types of interviews from billionaires and investing legends who now believe in BTC. There is nothing like this about ETH. CNBC interviewed macro investing legend Ray Dalio at the World Economic Forum in Davos Switzerland this morning on Squawk Box in 2025: > The goverment interest rate is the backbone of all markets. Stock market, bond market, all borrowing. All lending everything. > Inflation, think of the number 3%. 3% of GDP. We have a projected deficit of 7.5% of GDP. That means all those bonds have to be sold and because of the supply demand imbalance...when I calculate the buyers of the bonds, there will not be enough buyers, and it could be worse in this dynamic because those who own bonds could also sell them when that happens there is a tremendous supply demand imbalance, then we have big problems. > Think about the value of debt and money, when debt is money. > Then it's about the supply/demand of debt. That will be the driver. If you have a supply demand problem, and you do and you will, what does the government do about that? If they don't provide the buying, then interest rates go up. That has a bad effect on everything. > We don't think enough about what is alternative money. Debt is money. When you're holding debt, you're holding the promise to get money. When you hold money, you're essentially holding it in debt. That is our biggest risk. The money part of our risk > So what is your alternative money. Do you have an alternative money? Yes, Gold, Bitcoin is alternative money. Think about debt and money when debt is money. Throughout history it's always the interest rate you get that is temptation and is it enough to deal with the supply demand problem? > https://np.reddit.com/r/Bitcoin/comments/1i6odq7/ray_dalio_says_he_owns_bitcoin_to_reduce_the_risk/ Billionaire Bill Miller IV on Bitcoin on CNBC explains why BTC is attractive to corporate and institutional investors. BTC is the diversifier. Alts underperform BTC, are very tightly correlated with BTC and don't even have the deep global liquidity to be the type of asset held by big money players: > We believe Bitcoin is one of the most compelling value opportunities for long term in the market today. > It provides checks and balances against profligate government spending. Gold has historically served that role. Bitcoin serves that role better. It's automated. More transparent. It's transportable. It's secure and has a much more clear supply protocol. From a conceptual valuation perspective, Gold's valuation is $20 Trillion. *Bitcoin's valuation is at $2 Trillion so that would imply a fundamental intrinsic value of $1 Million per Bitcoin today.* > *Then there is a game theory aspect to it. At $2 Trillion marketcap today; it's approaching 1% of the global basket of financial assets so if you don't own any Bitcoin today as an allocator, you are now effectively SHORT the best performing asset for the better part of 2 decades.* > And the other game theory, I think about is, *U.S monetary policy makers have an explicit goal to devalue everything you own that is priced in dollars by 2 to 3% per year. Why wouldn't you take 2 to 3% of everything you own and stick it in something outside the fiat system?* > I think that is why a lot of companies are doing that. If you look at the global landscape today in the public markets, a lot of companies are converging on a Bitcoin Standard. *There are now 70 companies on publicly traded exchanges around the globe that hold Bitcoin on their balance sheets.* > Everyone knows Strategy₿ but we have things like Tesla out there, Mercado Libre, Alliance Resource Partners is a coal company, so there are people who are adopting Bitcoin treasury strategy more and more every day and as other companies see these companies outperform, they are going want some Bitcoin. And there is only a certain number available. > https://www.youtube.com/watch?v=IDS57H93AlY
**Less than 10 years after after the invention of the Web** - Everyday people used Amazon to buy books and other products online - Everyday people actually used Ebay to buy things from other people - Everyday people actually used Travelocity and Expedia to book flight and vacations - Everyday people actually used Altavista, Hotbot, and Google to search for things online - Everyday people actually used Hotmail, Yahoo Mail, etc to get email to communicate - Everyday people actually used services like Dialpad to make free phone calls - Everyday people actually used IMDB to look up information and reviews about movies **10 years ago** ETH shillers sold a use case of: - DAOs and decentralized tech companies built on Ethereum creating Uber, Facebook, Twitter, etc. The only thing that happened is investors got rugpulled with hundred of useless ICO tokens for vaporware projects. **5 years ago** ETH shillers sold a use case of: - Decentralized Finanace (DeFI) which again is just turned out to be trading and liquidity for shitcoins, memecoins and fartcoins. No real world financial services that everyday people need or use. **In 2024** ETH shillers sold a use case of: - RWA. Besides stablecoins which have been around for like a decade and some niche/pilot programs for treasuries, it's meme hopium narrative and ETH is down -60% from when the meme was shilled. No real world value or service provided that every people need or use. The RWA Meme Narrative reminds of me of 2019 when people when people were scammed with the narrative that the multi-trillion dollar Supply Chain industry will be tracked using vaporware crypto projects making shitcoin tokens valuable. I stated this and kept being ridiculed by bagholders who have lost most of their money: > The Supply Chain hype is like a giant crypto vacuum that sucked a lot of money out of investors > Not only AWS but Azure, Google Cloud, etc are also onboarding enterprises in the IOT/Supply Chain space. Hundred billion dollar companies are offering a vast array of services and integrations that fly by night shady crypto companies don't have the technical capability or resources to even fathom. *If you really believe in the IOT/Supply Chain space and you're investing in Supply Chain Cryptos instead of Amazon, Microsoft or Google, you're being bamboozled* > https://np.reddit.com/r/CryptoCurrency/comments/bh503m/bloomberg_the_50_trillion_dollar_supply_chain/elqk6e7/
This run is just getting started!! If you leave now you will regret it. This will be the biggest year in crypto history. If you follow the charts daily like I do you would see the massive already increase in prices. It’s altcoin season as we speak. Just a year after the last halving event for Bitcoin. All the coins I have atm are soaring. Unfortunately the time to buy was when the market dumped from the tariffs. That was literally like a one time opportunity. There are tons of old/ new assets you can not only stake your funds in or put them in a liquidity pool and let it sit. Trust when I say this that you will earn more money in crypto than a bank!! Ever!!! Some assets ready to explode are XCN FET CORE and plenty others. Just have to do some watching of the charts. And definitely read what each token does. Anything AI will basically take off in the next weeks/months. RWA (real worlds assets) is another key phrase to look up. Good luck with that house!! I’m in the same boat 😎🤞
> How many f****** times you get a copy and paste the exact same s*** How many times did mETH Heads and Triple Halving Trolls keep spamming about about Triple Halving, DeFI, Ultra-Sound Money, Supply Crunch and RWA memes? How many times were meme narratives are still posted over and over again scamming and resulting in losses?
Facts. No coin deserves blind loyalty.....not even my bags....That’s why projects like $WHITE need to earn their spot by outperforming BTC/ETH pairs, not just USD pumps. Real utility like WhiteRock’s RWA bridge is the only ‘loyalty’ worthy
Tokenization is not Decentralized Finance. > jp morgan JP Morgan is settling $10 Trillion every day in their own proprietary blockchain > We move 10 Trillion dollars around the world every day. JPM Coin institution-to-institution solution to major inefficiencies of the current payment system. . Working in a permissioned environment with companies that are trusted and trust each other. Where they can move money within the ecosystem 24/7. Today we move a billion dollars every day for a number of large companies.......the next step is how to bring a retail version of that to consumers. Obviously central bank digital currencies are one way to do it but there is also an opportunity for banks to create commercial versions of that. That is the next version for us for innovation. https://www.bloomberg.com/news/videos/2023-10-26/jpmorgan-s-georgakopoulos-on-global-payments-strategy-video > Blackrock Bullshit scam narrative. Stablecoin usage and putting some treasuries for niche use cases on public blockchains for which have to remain cheap to compete with each other isn't going to push a shitcoin token's price up. Blackrock BUIDL is now on multiple shitcoin networks including Aptos, Arbitrum, Avalanche, Optimism and Polygon. Educate yourself. - Stablecoins which make up 97% of RWA have gone up 120% in marketcap while ETH has gone down -70% since 2021. - Since March 2024, ETH scammers started shilling BlackRock BUIDL, Soneium, RWA memes and ETH is down -60% since then. https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/
I've got 2/4 of those, but I’ll say don’t sleep on RIO when it comes to RWA. Sui has impressive scalability, and Fetch is going big with AI, they are about to go wild. They worth keeping an eye on for long-term potential!
eth needs another next big thing like ICO, DeFi, NFT etc. hoping RWA pops it up
I don’t see many serious RWA discussions online anyway, so it’s no surprise. Most of the time people people only discuss short-term gambling strategies lol
Blocksquare is making massive deals lately, yet they are rarely mentioned in RWA discussions online. Seems like an underrated project tbh
Yeah, RWA is slowly starting to come together with these large deals and new utility.
That’s another billion added to the RWA “TVL” (or whatever we call it these days). Even though it may seem like just another headline, this is $1B worth of real-world value flowing into WEB 3.
> *What’s built on the platform at this point?* - Visa's 'Real World Asset' tokenization platform; - Blackrock's tokenized securities platform; - UBS's tokenized investment platform; - Wisdom Tree's RWA tokenization platform; - Deutsche Bank's L2; - Sony/Samsung's L2; - Paypal's stablecoin business payment system; - The sequel to Eve Online; - Buenos Aires' digital identity system; - About 80% of all tokenized RWAs; - More stablecoin value than every other chain combined; - More value in DeFi than every other chain combined... Hope that helps!
Typical reddit user/bot. This account ask advice yet doesn't even understand Chainlink is a Blue Chip crypto that isn't going anywhere because it has real utility and it is not a security. Also, it was just picked up by Oracle, it is leading the world in tokenisation of RWA's, it is a necessity to use for all major layer 1's, it has survived several cycles and is sitting just above the top ten, and the founder just talked to the US government about how crypto should be handled. OP is lazy af.
I provide some much needed critical thought in opposition to the circle jerking to DeFi, RWA, etc memes that this sub regurgitates while losing and donating money to parasite crypto token dump scammers. Your vitriol should not be directed at me but at the parasite scammers whose tokens you bought.
Yeah, they should have been buying serious, strong RWA projects like Mantra
> Lol, dramatic title Dramatic and Wrong. The ETH Killers are the ETFs, Institutions, Corporations and Saylor who are choking the capital that historically flows from BTC to Alts with ETH receiving the greatest benefit. I've been warning of this for 8 months now Triple Halving Trolls and mETH Heads have been downvoting me and shilling Triple Halving, Supply Crunch and RWA memes circle jerking themselves and others off a cliff. > **ETH is a parasite coin whose value has been completely dependent on BTC price appreciation.** ETH like all Alts have shown zero ability to attract capital on their own and they only appreciate and get capital after money flows into BTC and flows out seeking more profit. Notice how ETH only hits new ATHs after BTC hits tops/local tops and profits flow to Alts: > - 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 > **With TradFi, Institutional and Corporate involvement, BTC now has a stranglehold on that capital and it it not flowing out from BTC seeking greater profits on Alts. ETH will need to actually attract capital by its own merits. It has shown zero ability to to that.** https://np.reddit.com/r/CryptoCurrency/comments/1ilt27n/daily_crypto_discussion_february_10_2025_gmt0/mc2nklj > The market is changing: ETFs, MSTR, etc account for a lot of the inflows. This money is not going to leave BTC seeking greater return on Alts (Nov. 13, 2024) https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwymxl9/ > Be careful of people telling you this cycle is playing out exactly the same. ETFs, institutional and mainstream involvement, memecoins, L2 options and ETH competitors, it's very different (Nov. 19, 2024) https://np.reddit.com/r/CryptoCurrency/comments/1gujmk1/daily_crypto_discussion_november_19_2024_gmt0/lxyt5pw/ > ETFs, MSTR, etc account for a lot of the inflows. This money is not going to leave BTC seeking greater return on Alts > New people his cycle bought BTC not at $500 or $3K but at $16K+. People are more reluctant to sell their .10, .25, .50, 1 BTC to gamble on Alts and people generally never recover the BTC they sell > A lot of retail that BTC has attracted this time around are very different, less tech savy or even not interested in tech. Think Trump, Musk, MAGA crowd who have bough into the store of value hedge against the inflationary dollar printing press. At some point, the tech savvy crowd who wants to do DeFi casino is going to be saturated and at $500 Billion marketcap, you are going to be getting close. BTC digital gold narrative is easy to sell to anybody. https://np.reddit.com/r/ethfinance/comments/1gq6ahm/daily_general_discussion_november_13_2024/lwymxl9/
any idea how they’ll handle competition once more RWA projects start popping up?
That's interesting! The focus on regulatory compliance and institutional adoption could really set $WHITE apart in the RWA space. The low fees and fast settlement times leveraging XRPL definitely sound like a strong competitive advantage. I'll be keeping an eye on this one.
* Huh, 85% of supply is already circulating, and most of the non-circulating supply is in the Algorand Foundation (completely unconnected to Silvio). I doubt Silvio has 1-2% of supply now. And what's wrong with rewarding founders? Especially when they created the best tech in the industry. * the minted supply was capped at 10B Algo in 2019, and almost all of the supply is now circulating. Most of remaining uncirculating supply will be going to stakers. That sounds like a good thing. Algorand used to have terrible tokenomics. Not anymore. * A lot of early Algorand marketing suffered from poor timing, irrational exuberance, and overspending. But that was in an era when the whole industry was doing that. Some of those partnerships are still going strong and getting stronger. But the real jewel is the RWA ecosystem. Also, Algorand made a profit on Napster, FIFA is making millions selling NFTs, millions of airline tickets are sold algorand, actual real estate you can buy, etc. It's all coming together. * The tech is still the best and it will win in the end. Most crypto bros are dumb. But they will figure it out. But hey, you do you.
All of the people with RWA TravelX tickets today?
tldr; A trader, known as JB, lost $3.3 million in MANTRA (OM) tokens after its price crashed by 90%, reducing his investment from $3.5 million to $200,000. The crash wiped out over $5 billion from the token's market cap. JB criticized the MANTRA team and Binance officials, citing misleading claims about partnerships and transparency in the Real World Asset (RWA) sector. The crash was reportedly triggered by the transfer of 3.9 million OM tokens to OKX, leading to mass sell-offs. JB plans legal action if the issue is not addressed. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
No, it's a serious RWA with a strong chart like Mantra two days ago. Of course it's a meme, you know me by now
Mantra was RWA, Maple is institutional lending. It caught my eye with the over-collateralized lending. Seems undervalued currently.
Could be low liquidity + a whale exit or vesting cliff triggering a selloff. With RWA projects, sudden dumps often come from token unlocks or delayed market reactions—check the vesting schedule.
RWA stands for "Rolex Watch Again". Basically when devs click the "fork" button on another project it takes up a lot of brain power so they need a few rolex watches to be compensated with.
> The point is that there is no incentive for financial institutions not to rather create their own blockchain being openly centralized. They've been free to do so for a decade plus, XRP's tech is open source. Yet they arent doing that/ havnt because its not a simple solution and doesnt actually solve the problem Your asking Citigroup to trust BoA to trust wells Fargo to trust HSBC to trust JPMchase... the list goes on and on and one. You cant connect walled gardens without a neutral bridge asset that everyone agrees on, and since none of them trust each other, the network you're fantasizing about doesnt get created. > Not like XRP which is mushy centralized. the fuck is MUSHY centralized.? >Instant SEPA covers 36 countries. And yet it doesnt cover RWA in those countries or any countries outside of it so of what use is it? Notice how I keep giving you the basic example and you're unable to complete it? >. There’s no technical reasons it couldn’t cover all currencies using EUR as transfer currency. that would require them to setup a new corridor in every currency, then pile nostro/vostro capital into those currencies. Then double the problem for each RWA people might want to transfer/trade.... There has to be a buyer in order to sell, and if you have no volume the transaction doesnt exist. >. The decision not to make SEPA global has exactly same issues as XRP has. Name them. >Still. It covers 36 countries and XRP covers 0. XRP has more currency pairs than BTC/ETH combined atm, plus it has RWAs live on chain... I can litterally buy GOLD, STOCKS, BONDS, REALESATE on the XRPL right now, hell I can sell any of them for any currency atm. Just because youre ignorant doesnt mean you get to claim it covers "0" lol >lol as much as you want, but XRP is dead horse for the reasons I have explained. You make claims but you dont provide evidence for them and you cant answer basic follow up questions... lol >Your discussion style calling the opponent stupid and constantly lolling tells a lot about your intelligence. It devolves into calling you stupid when you dont fufill a burden of proof one single time.
Coins that take investors' money and convert them into RWA, like a new rolex for the dev for example
I feel Tokenized assets infact the future, but RWA being relatively a new thing in the world of Blockchain, we have to be very careful in the projects we trust. Because, recently we saw a popular project MANTRA got rug pulled. Always check for the legal side of the projects because RWA integration needs heavy legal stuff associated with it. One great example is of a project i found a few days ago called Whiterock where they have a legal license. A lot of research to be done yet, but.. i feel a bit more confident about it
What exactly are RWA coins, last I checked Om which claimed to be one was down 90% in a day
Top 5 in what exactly? Any person with at least some form of brain knows how silly all the RWA charts and claims are. TVLs can be faked, MC can be faked and silly "partnerships" mean nothing without things actually coming to fruition and then being actually used by real people.
No I think it was a layer 1 that used cosmos SDK/IBC framework for RWA’s. I hold none but always observed from afar
It is definitely interesting for RWA’s. Then again I’m still mind blown at mantra’s fall at this point
Yeah, the price relative to the onchain TVL kind of equal the chain security. Well actually total number of staked ETH increased as the price tanked over past months. IMO the L2 roadmap is perfect for the future of tokenization. The reason is the structure of a universal chain cannot serve real world asset. The structure of RWA is fragmented due to different structures of different markets. There is stock market where the speed is the key. But there're also real estate, OTC, commodities, labor, Alibaba, bond auctioning etc where speed is not the key but the rules/regulation and security weigh far more. L2s are perfect for this as it allows the regulator to launch a chain and be the ruler (sequencer) who permit what entities can launch a token or not, especially in case of a hack, they can stop it from bridging out. They defo don't want memecoins, spams, scams on their L2s. At the moment the validators charge very low blobs fees to L2 to encourage adoption. It does temporarily hurt ETH's price. It all comes down to market (or big guys) expectation of the future of tokenization (ETH revenue).
All their marketcap will flow into other RWA tokens like link, keeta, ondo, pendl, etc.
I never owned Mantra but I market bought $10k either tomorrow it's gone or it is a 100%. Seriously, crypto is much more fun than gambling and sports betting. I own RWA's Ondo and Plume but not Mantra because I didn't like the name. Pro move!
Mantra was a top 5 in RWA...
sure but that is a different topic for a different day. This thread is talking about an RWA L1 that failed.
Blackrock sending assasins and sabotaging other RWA competitors before pushing their ETH based digital tokenization and RWA platform.
It wasn’t a shitcoin necessarily - this project was hyped up by vc’s and had RWA mindshare up the wazoo for the past year. There are newer emerging ones too like Plume. They’re all interesting but this type of late price action after lots of years of building (or so we were told) is really insane.
Dude this shit looks so insane lol. If this was a rug it’s well orchestrated. Mantra has held so much of the RWA mindshare over the past 2 months. $OM was like $.02 a year or so ago. That was one of the craziest runs for an established altcoin, old or new.
Yo! RWA mfers! VCs keep telling everyone how RWA or whatever will revolutionize this space. Yo! RWA mfers!
wow. what. This one took me by surprise. Watched a video with the founder and a real estate firm manager from Dubai, talking about RWA etc. Did not smell like rug. Almost bought too... Jesus.
**Every crypto investor should read about ETH Maxis shilling bullshit hype narratives before losing their money investing in ETH!** Since March 2024 when ETH Maxis started shilling BlackRock BUIDL, Soneium, RWA memes and ETH is down -60% since then. https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/ RWA was shilled so much that mETH Heads actually believe ETH is like oil. I mean the entire planet consumes oil every day, nobody has heard of ETH or needs ETH > - Remember Ethereum has all the fundamentals to be the engine of the next gen Internet economy. > - Did the 1973 oil crisis end the demand for oil? Not. > - This market crisis doesn't change anything in Ethereum's properties and the superpowers it brings to onchain applications. > - Onchain is the new online. And Ethereum is best positioned to make it. https://np.reddit.com/r/ethereum/comments/1jsnf2h/daily_general_discussion_april_06_2025/mlsga3o/ Remember when ETH Maxis said, Blackrock is only building on Ethereum? They've also started using multiple chains now including Aptos, Arbitrum, Avalanche, Optimism and Polygon. I tried to warn mETH Heads that ETH has to remain cheap in order to compete with other Shitcoin Networks and it is competing with its own L2s but they wouldn't listen > ETHs value appreciation comes not from utility but like all Alts from capital and liquidity brought by BTC -- see point 1. Also, **in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains.** BTC on the other hand has no competition. It doesn't have to scale, it doesn't have to become cheap, it doesn't have to keep advancing, it doesn't have to keep up with the competition because there is no competition. > *All this points are illustrated with ETH value is already being less than 1/3 BTC value from the summer of 2017 and continuing to trend lower over time. A short time frame of possible ETH out-performance if/when BTC goes on a big bullrun will draw short-sighted fools and their money who will over time watch with despair the falling ratio just as /r/ethfinance is doing so today.* https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/ Even if the whole world needed public blockchain tokens for transactions, the tokens would not go up in price. Competing networks that provide rails for any time of widely adopted tokenization will need to remain cheap in order to compete. - In 1970s, the world population was ~3 Billion, energy was 16% to 20% of the S&P 500 - Today, the world population is ~8 Billion, energy comppanies account for 1.5% to 3% of the S&P 500 Interesting, Stablecoins which make up 97% of RWA have gone up 120% in marketcap while ETH has gone down -~70% since 2021. BTC and Stablecoins have had growth and Excluding BTC and Stablecoins, the total marketcap has gone down more than -50%. Hell, ETH price ~-10% from January 2018 when accounting for inflation. | | 2021 | 2025 | Δ |:-----------|------------:|:------------:|------------:| | BTC | $1.23 Trillion| $1.62 Trillion | 32% | Stablecoins | $0.11 Trillion| $0.24 Trillion | 118% | Memecoins | $0.066 Trillion| $0.048 Trillion | -27% | Ex.BTC/Stables/Memes | $1.45 Trillion| $0.752 Trillion | -53% | Total Crypto | $2.86 Trillion| $2.6 Trillion | -9% RWA is just ETH Meme investing propoganda just like these memes that were spammed endlessly here telling your ETH would conservatively be $20K and reach up to $150K flipping BTC in marketcap. This has done nothing but resulted in losses or forgone profits from the opportunity cost in investing in ETH which has an Annualized Rate of Return of 1.52% over 7+ years from January 2018. - Triple Halving - Supply Crunch - Ultra-Sound Money - DeFI > 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 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. 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/ Reminder that there have been other ETH meme investing thesis in the past like the Ethereum Alliance of businesses that would lead the whole world to build on Ethereum. Or Ethereum hype about gaming giants coming to Ethereum: > Gaming Giant Ubisoft announces their first game on Ethereum https://np.reddit.com/r/CryptoCurrency/comments/14okrbd/ubisoft_announced_theyre_releasing_their_first/ > Grand Theft Auto' dev Take-Two's first crypto game launching on Ethereum https://np.reddit.com/r/CryptoCurrency/comments/1712q12/grand_theft_auto_devs_first_crypto_game_doing_a/
If you buy Fartcoin sure. Look into Ondo and its Billion $ RWA plans....no joke.
A Blackrock Backed RWA Project Crushed by "Hype Coins"? Wtf are u even talking about?
> We have seen institutions, banks, governments, corporates getting into the crypto and blockchain world. They are investing in Bitcoin not shitcoins. > Whatever happens on a daily, weekly, or even monthly basis is irrelevant. Right look at long term, only BTC/Stablecoins are adoption and marketcaps are increasing. Shitcoins marketcaps and value have been shrinking and shrunk in half in 4 years. Hell, ETH is at January 2018 prices, XRP, ADA are at December 2017 prices. - BTC and Stablecoins are the only assets that are growing long term - Excluding BTC/Stablecoins the marketcaps of crypto has now gone down more than -53% - Even Memecoins which get blamed for taking away liquidity have shrunk in marketcap - Number of Alts sharing that shrinking marketcap has gone from 5,000 to over 1+ Million | | 2021 | 2025 | Δ |:-----------|------------:|:------------:|------------:| | BTC | $1.23 Trillion| $1.62 Trillion | 32% | Stablecoins | $0.11 Trillion| $0.24 Trillion | 118% | Memecoins | $0.066 Trillion| $0.048 Trillion | -27% | Ex.BTC/Stables/Memes | $1.45 Trillion| $0.752 Trillion | -53% | Total Crypto | $2.86 Trillion| $2.6 Trillion | -9% > AI SCAM SCAM SCAM for gullible technically illiterate crypto bros. Educate yourself. > - Google, Amazon, Microsoft and Facebook are spending between $30 to $50 Billion per year on AI and all losing money on it. They are saying that it's an arms race they are forced into but they have no idea where the returns are going to come from. > - OpenAI makes like $4.5 Billion off subscription fees and it's losing billions of dollars a year and they could face bankruptcy in 12 months. > The idea that shitcoins that collect money from selling tokens will create any sort of viable AI product product is an idea that only people in the crypto space would be gullible enough to believe. https://np.reddit.com/r/CryptoCurrency/comments/1fcnakr/singularitynet_fetchai_and_ocean_protocol_launch/lmabhy3/ > Decentralized Compute, Storage, Cloud, AI are all scams. These kind of bullshit hype scams have been around since 2017 with SIA, Golem, etc. These are vaporware and/or not feasible/efficient to compete with public cloud solutions providers who invest billions per year into infrastructure and R&D. https://np.reddit.com/r/CryptoCurrency/comments/1dron6t/daily_crypto_discussion_june_30_2024_gmt0/layo7nb/ > RWA Bullshit scam narrative. Stablecoin usage and putting some treasuries for niche use cases on public blockchains for which have to remain cheap to compete with each other isn't going to push a shitcoin token's price up. Educate yourself. - Stablecoins which make up 97% of RWA have gone up 120% in marketcap while ETH has gone down -70% since 2021. - Since March 2024, ETH scammers started shilling BlackRock BUIDL, Soneium, RWA memes and ETH is down -60% since then. https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/ > DeFI DeFi is a bullshit scam narrative from the Summer of 2020. Educate yourself: - Essentially a Shitcoin Casino. Leveraged plays, trading shitcoin tokens, earning yield on shitcoin tokens, providing liquidity on shitcoin tokens. NOT FINANCE - Every player like, MakerDAO, AAVE, LINK etc, is COMPLETELY CENTRALIZED - There are NO real life financial products like life, home, health insurance, mortgages, home equity loans, car loans, personal loans without massive collateral, commercial loans, etc. Again, shitcoin trading, yield farming, etc is NOT FINANCE. - Then you slap some scamified metrics like TVL based on scam tokens locked up to make gullible fools believe real capital is locked up instead of vaporware scam tokens.
> So I’m still early! You might get earlier. ETH is growing like Benjamin Button. Well, not just ETH but all Alts. BTC/Stablecoins and Alts are completely different universes. The BTC/Stablecoins Universe is Expanding. The Alt Universe is contracting. - BTC and Stablecoins are the only assets that are growing long term - Excluding BTC/Stablecoins the marketcaps of crypto has now gone down more than -53% - Even Memecoins which get blamed for taking away liquidity have shrunk in marketcap - Number of Alts sharing that shrinking marketcap has gone from 5,000 to over 1+ Million | | 2021 | 2025 | Δ |:-----------|------------:|:------------:|------------:| | BTC | $1.23 Trillion| $1.62 Trillion | 32% | Stablecoins | $0.11 Trillion| $0.24 Trillion | 118% | Memecoins | $0.066 Trillion| $0.048 Trillion | -27% | Ex.BTC/Stables/Memes | $1.45 Trillion| $0.752 Trillion | -53% | Total Crypto | $2.86 Trillion| $2.6 Trillion | -9% ETH Maxis have brainwashed ETH investors with the RWA meme. 97% of RWA are just stablecoins. Stablecoins have grown 120% since 2021 but ETH price has tanked -70% since then. Yet still, ETH investors really have been brainwashed into believing ETH has fundamentals with ETH having the utility of oil or the internet. The entire planet consumes oil every day, nobody has heard of ETH or needs ETH > - Remember Ethereum has all the fundamentals to be the engine of the next gen Internet economy. > - Did the 1973 oil crisis end the demand for oil? Not. > - This market crisis doesn't change anything in Ethereum's properties and the superpowers it brings to onchain applications. > - Onchain is the new online. And Ethereum is best positioned to make it. https://np.reddit.com/r/ethereum/comments/1jsnf2h/daily_general_discussion_april_06_2025/mlsga3o/ Even if the whole world needed public blockchain tokens for transactions, the tokens would not go up in price. - In 1970s, the world population was ~3 Billion, energy was 16% to 20% of the S&P 500 - Today, the world population is ~8 Billion, energy comppanies account for 1.5% to 3% of the S&P 500 I tried to warn mETH Heads that ETH has to remain cheap in order to compete with other Shitcoin Networks and it is competing with its own L2s but they wouldn't listen > ETHs value appreciation comes not from utility but like all Alts from capital and liquidity brought by BTC -- see point 1. Also, **in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains.** BTC on the other hand has no competition. It doesn't have to scale, it doesn't have to become cheap, it doesn't have to keep advancing, it doesn't have to keep up with the competition because there is no competition. > *All this points are illustrated with ETH value is already being less than 1/3 BTC value from the summer of 2017 and continuing to trend lower over time. A short time frame of possible ETH out-performance if/when BTC goes on a big bullrun will draw short-sighted fools and their money who will over time watch with despair the falling ratio just as /r/ethfinance is doing so today.* https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/
The dollar is devaluating. Bitcoin should be the natural alternative, next to gold, for USD refugees. This may play out good for cryptocurrency. Adoption is continually going through the roof. We have seen institutions, banks, governments, corporates getting into the crypto and blockchain world. Whatever happens on a daily, weekly, or even monthly basis is irrelevant. If you are in, or get in now, you are in a perfect spot. There are plenty of well developing projects at very low market cap in AI, RWA, and DeFI that are highly likely to do great. What you need is patience. Buy, wait. It could take months or years, but there is tremendous opportunity here. Do not look at the details of today.
Those army will claim that ETH has killer apps like RWA or some shit but never even once using it in their life
You need to separate the price and the ecosystem. The ecosystem is growing be it number of stakers, total stablecoin market cap reached ATH, more and more RWA projects, Blackrock's buidl fund surpassed $1bn. For price, crypto trading unlike stocks are not subject to regulation, most of the exchanges have their trading floor in Dubai/Singapore.
How do you exchange RLUSD to any other RWA or stablecoin on the XRPL? > It’s truly amazing how you guys eat up this slop its truly amazing how when handed the direct answer to your question multiple times you ignore it while being confidently incorrect.
Thats not how tokenization of RWA works. I'm talking about tokenizing stocks and bonds. 1 share on ETH would not have a physical share paper, would be minted on ETH instead.
> I don’t care how much you made, and I dont care how much you think Ripple "dumped" > How does it function on ETH, where the majority of RLUSD resides? On ETH it uses ETH obviously > Nothing I said there was wrong. "This has no impact on XRP value accrual" yet it doesnt function on the XRPL without it, nor do any other RWA nor do any exchanges and transfers. so yeah you said things that were vey easily proven incorrect.
You can easily diversify into buying BTC ONDO - under the RWA narrative AIOZ - under the depin narrative.
Ah my bad, misunderstood your wording there. But tbh already since 16' when crypto had a significant inflow of money driven grifters due the ICO craze it's been predominantly always just price talk. It's natural, 99% here don't give a flying fuck about technology as well. That's also why there's massive money in shitcoins like xrp, sol etc. Although as for adoption the few that do care, do still drive it. In 16/17 we had defi, in 20/21 NFTs and 24/25 it's RWA. So I think it's going alright
ONDO it project is RWA’s