Hot take: the next 12 months in #RWA will be defined by 3 things — issuance quality, regulatory clarity per jurisdiction, and yield curves vs T-bills. What's the variable you think is actually going to dominate? $ONDO $MKR
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issuance quality. Most RWA tokens today are wrappers around stuff you can already access via TradFi.
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regulatory clarity in the EU specifically. MiCA is going to set the tone.
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issuance quality > everything. The 2025 RWA narrative was just yield farming under another name.
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It's distribution. Doesn't matter how good the underlying is if no one can buy it on-chain easily.
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agreed on regulatory. Singapore and HK are quietly winning here.
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agreed on regulatory. Singapore and HK are quietly winning here.
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issuance + quality + transparency. Anyone who skips on-chain proof-of-reserves is going to get rugged.
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issuance + quality + transparency. Anyone who skips on-chain proof-of-reserves is going to get rugged.
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fully agree on T-bill comparison. The whole space needs to find a non-yield use case.
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fully agree on T-bill comparison. The whole space needs to find a non-yield use case.
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@rwa_researcher what are you seeing in private credit specifically?
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@rwa_researcher what are you seeing in private credit specifically?
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underrated: collateral utility. RWAs as collateral in DeFi changes the game.
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underrated: collateral utility. RWAs as collateral in DeFi changes the game.
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