Tobias Reily
United Kingdom
๐—ฅ๐—ช๐—” ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ช๐—ผ๐—ฟ๐—น๐—ฑ ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—ง๐—ผ๐—ธ๐—ฒ๐—ป๐—ถ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป - ๐—” ๐—š๐˜‚๐—ถ๐—ฑ๐—ฒ: RWA (Real World Assets) are likely going to be one of the main themes of this cycle's alt season. There's been A LOT going on in this space recently. The tokenisation of everything is inevitable. I'll talk a little more about it below, but here are some choices you can consider: โžก๏ธChainlink (LINK) โ€“ oracle infra for RWAs. โžก๏ธOndo Finance (ONDO) โ€“ tokenised treasuries & finance. โžก๏ธHedera (HBAR) โ€“ enterprise/institutional tokenisation. โžก๏ธStellar (XLM) โ€“ asset issuance & tokenisation. โžก๏ธCentrifuge (CFG) โ€“ on-chain real estate, invoices, trade finance. โžก๏ธMaker (MKR) โ€“ DAI partially backed by RWAs. โžก๏ธXDC Network (XDC) โ€“ trade finance & tokenisation. โžก๏ธQuant (QNT) โ€“ interoperability layer, often tied to tokenisation narratives. ๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐˜€ ๐˜๐—ผ๐—ธ๐—ฒ๐—ป๐—ถ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป? Tokenisation is like taking something from the real world like a house, a bond, or a piece of art, even gold, and turning it into tiny digital tickets on the internet. Each ticket says, "I own a piece of this thing." The real item still exists, but now ownership can be traded quickly, cheaply, and globally through the blockchain. Blockchains record information in a way that cannot be secretly edited. The record of ownership is always accurate and only changes when a real transaction takes place. This makes tokenisation both fast and trustworthy, combining digital efficiency with a system people can rely on. This matters because it makes real assets as easy to trade as sending a text message. Instead of being locked away in banks or paperwork, value becomes fluid and accessible. ๐—ช๐—ต๐˜† ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐—ถ๐˜ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ ๐—ณ๐—ผ๐—ฟ ๐—ฐ๐—ฟ๐˜†๐—ฝ๐˜๐—ผ ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ๐˜€? ๐ŸŒOracles (like Chainlink) feed real world data to the blockchain. ๐ŸŒPlatforms (like Ethereum, Stellar, Hedera, Ondo) are where the tokens live and move. ๐ŸŒStable systems (like MakerDAO) use tokenised assets to back digital money. The more RWAs move on chain, the more people have to use these crypto projects. More usage creates more demand, and demand often drives token prices upward. My top investments here are $HBAR and $ONDO ONDO is actively building in this RWA/tokenisation space. For example, its "Ondo Global Markets" product gives non-U.S. users access to 100+ U.S. stocks & ETFs on blockchain, backed by actual securities held at U.S. broker-dealers. Its tokenised asset value and activity is growing. On RWA.xyz, ONDOโ€™s platform has $1.60B in tokenised assets, with rising holders & transfer volume. ONDO has been performing well recently, with bullish sentiment tied to rising interest in RWA assets generally. Hedera has infrastructure designed for RWA tokenisation, with predictable low fees of about $0.001 per transaction and high throughput of up to 10,000 transactions per second. These features make it attractive for institutions that need efficiency and cost certainty. The network is already being used in practice: RedSwan has tokenised billions in real estate, while Archax has launched "Pool Tokens" representing baskets of money market funds from firms like abrdn, BlackRock, and State Street. Hedera also gives issuers compliance tools such as the ability to freeze transfers and define rules for token behavior, which are essential for regulated RWAs. In short, tokenisation has huge potential but it is still early. Adoption takes time, regulations could shift, and issues like liquidity, custody, and proof of backing must be solved before the value really scales. Cryptocurrencies are a speculative investment, but rising useage could prove fruitful investments in the right projects! $LINK $BTC $NSDQ100
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